As a seasoned freelance reporter, I understand the difficulties of managing tasks. Upload Resumes Streak Crm …tracking leads, and supporting client relationships. Over the years, I have actually explore various tools to simplify my workflow and improve efficiency. One tool that has actually genuinely reinvented my hiring procedure. In this article, I will delve into the advantages of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey people invite back in this video I will be showing you how to utilize Upload Resumes Streak Crm for your customer relations collaboration interaction and far more so let’s enter into it first of all you need to go to streak.com and you will land on this website right here now is a sort of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is truly remarkable and I’ll reveal you how to do that as a total newbie it will assist you tailor a best procedure for your team and you will be able to get your work done now let’s actually enter into the process now is offered as an extension and it’s entirely free so as soon as you get to the site you’ll get this alternative here which is add to Chrome and you’re.
going to pick this one now it will take you to Chrome dot google.com extensions and this is our extension here click on contribute to Chrome click on ADD extension and your extension will be included all right it’s done and now it is contributing to Gmail and it will take me directly to my Gmail account so here we are inside our Gmail and now you can see at the top we have streak and it’s asking me to sign into my Google account so I’ll just check in ensure to sign.
into the very same Gmail that you have included the uh you understand streak to now it will ask you for your access and we’re gon na simply scroll down and click allow after adding this is what your Gmail will look like now you can see here in our easy you understand folders we are getting recently seen all tracked emails and upgraded reply and then we have this new alternative which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this is like our new dashboard for here I’ll be able to create a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go create a new pipeline let’s really do that you will click on new pipeline here and we have different alternatives first of all we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have a lead contacted pitched demonstration working out close phone closed uh you understand then we have nurturing all right then we have Fields so in fields we have a date of last email last email from lead Source concern industry deal size company size close rate e-mail thread count days and state and keeps in mind so if you wish to include another phase you will click on this Plus on top and you will give your stage a name let’s say that you actually wanted to create another um you understand stage here for instance let’s say I didn’t have no strings so I can create right here.
and you can offer it your color so we can actually choose various colors for each of the stages however I think all of these are actually already produced so this is in fact pretty remarkable what I will do is I will really get rid of this one and if you seem like there is um I believe pitched and demo are kind of like the exact same thing we simply opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is in fact let’s eliminate the demo here and after that we have working out with negotiating I can go with like in progress or something and now you can see these are my phases then I will scroll down to the fields here with each pipeline what are the various fields that you desire so you will click on this plus here and we have complimentary kind a date check box drop down General e-mail email tracking task calls and conferences so I don’t see anything for the course and meetings here so I’m gon na go here and we have call log account last call log and more so I’m gon na opt for this one here this is the field that was actually missing out on and I’ll in fact rearrange and put the notes here fine email thread count close date okay company’s size deal size and Business size fine let’s get rid of the company size and I’m gon na in fact discover something else within the basic where we have created by date developed fans and more so I actually wish to choose the created.
by or possibly the fans because I wish to keep an eye on my staff member that are actually following this so I will you know put it right here now these are the a few of the fields that I desired for my pipeline now you can see there are a great deal of options readily available within streak is actually one of the easiest and one of the most uh you know versatile out there it’s very easy to use with design templates we have projects too within my job again if I didn’t wish to choose these sales if I made with tasks then I can go with the project stages right here and again the fields the process is going to be comparable you will pick these phases from here on this plus button here and you can likewise give it different various colors we likewise have service Dev here you can see then we have working with so if you do employing then this is going to be your phases task search financier fundraising others property assistance and custom-made So within our assistance you can see we have inbound assigned working on resolved and noise this is really respectable and we likewise have customized where I can actually start something from the scratch absolutely according to my service for me we simply have the sales so I’m gon na choose the sales here and click on produce personal or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click on produce now it will simply take a second for a street to develop a pipeline for me so you can see this in fact looks pretty good now I will have the ability to include my Lead Series so you can really click on this drop down and we have handle stage or relabel so as I continue as I add various leads here what I I will do is I’ll just merely click and I’ll be able to add it click the top here add a box so click ADD box here and I’m going to include a box in the lead section here and let’s just call it new and click enter so now you can see we have actually one lead developed let’s state that there is actually closed one so I’m going to include one here let’s just for now let’s call it new I’m going to add another lead let’s call it brand-new two we can actually open this up in a new tab from here too however I’m just for now I’m just gon na work this way now you can see we have two leads then let’s say there was a gotten in touch with as well there’s one negotiating so I’ll just merely click brand-new now when you create a lead we can really click here and it will now open up the different fields that we added so this is a brand-new Elite that I developed and we have all of these different columns we have the fields that we created remember and after that we have welcome teammates so from here I can welcome the team members we have add columns we have e-mails files and comments you can switch to the e-mails and it will reveal you the e-mails that you got in files we can even upload files and after that we have the comments at the top here once again we have the call log we have our meeting notes and we even have our.
attachments so this is how you produce a lead within your when you’re finished with this you can actually click enter and it will be closed now it will reveal you something like this we have all of our data gathered here and at the top we’re getting our account such as 2 leads one called and something like this and this is where you will be getting your list we can pick various leads from here the stages and we can carry out bulk actions such as deleting and sharing too uh one more thing with srix at the top you will have the ability to see we have private alternative we have these 3 dots where we can discover these stages Combinations and automation this is among the important ones click here and you’ll have the ability to really integrate um other apps within yourr transfer data for alerts for automations customized builds and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they extremely quickly and create our CSV files similarly now I can switch to my various folders that we have here and I can produce a brand-new pipeline we can switch to our simple Gmail very easily from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have actually created we will even have our combine emails now with our so this is the combine e-mail and with combine email what happens is I can actually develop a follow-up emails and different storage e-mails here and we have active instructs so utilizing is truly simple you can start for free by simply including the combination and now you understand how to use as a total novice don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me provide some context about my profession and how it relates to. As a self-employed reporter, I’ve worked with many clients, handled multiple jobs concurrently, and maintained a substantial network of contacts. Juggling these duties can be frustrating, and I recognized the need for a centralized system to streamline my operations.
In my mission for a solution, I explored different platforms however found them to be either too complex or too pricey for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly incorporates with Gmail, making it ideal for freelance journalists who greatly depend on email communication. Here are some essential advantages of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Company:.
enables you to track and arrange your e-mails easily, giving you a clear overview of your communications with clients, leads, and collaborators.
You can produce customizable pipelines straight within your inbox, making it easy to handle and keep track of the development of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to picture and handle your sales procedure from list building to task conclusion.
You can categorize contacts, create customized phases, set pointers, and track interactions, ensuring that no opportunity slips through the fractures.
Seamless Collaboration and Teamwork:.
helps with collaboration by enabling you to share pipelines and interact with team members within the platform.
You can assign jobs, share important emails, and team up in real-time, improving performance and ensuring everyone stays on the same page.
‘s versatile workflow system allows you to customize your pipelines and automate recurring jobs.
You can produce design templates for typical e-mail reactions, schedule follow-ups, and established pointers, saving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in independent journalism, provides benefits in terms of coding and software application development. Here’s how:.
supplies a robust API and substantial designer documents, making it easy to integrate with other tools and develop customized solutions.
This flexibility enables self-employed reporters with coding skills to extend the performance of and tailor it to their specific requirements.
Project Management for Software Development:.
‘s pipeline function can be adjusted to handle software advancement projects, from ideation to implementation.
You can develop customized phases for different advancement stages, appoint jobs to staff member, and track development effectively.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and user friendly features, lessening the learning curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collaborative features that improve teamwork and interaction.
Developer-friendly API for combination and customization.
Affordable service for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation features.
Dependence on Gmail for full performance, restricting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more budget-friendly solution, especially for freelancers and small companies.
HubSpot has a free variation, but advanced functions need a higher-tier paid subscription.
Functions and Intricacy:.
provides a more extensive suite of functions, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Both and incorporate with different third-party tools.
‘s seamless combination with Gmail is advantageous for users greatly reliant on e-mail interaction.
As a self-employed journalist, managing your hiring process and client relationships is vital to your success. offers a intuitive and budget friendly option that effortlessly incorporates with Gmail, allowing you to streamline your operations and focus on your craft. While it might not have the innovative features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, author, or material developer, can empower you to take control of your freelance journalism profession by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.