As an experienced freelance journalist, I comprehend the difficulties of handling projects, tracking leads, and nurturing customer relationships. In this article, I will delve into the advantages of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for newbies hey men invite back in this video I will be revealing you how to use Crm Gratuit Streak for your consumer relations partnership communication and much more so let’s enter into it first of all you need to go to streak.com and you will arrive on this website right here now is a type of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is truly amazing and I’ll reveal you how to do that as a complete beginner it will assist you personalize an ideal process for your team and you will have the ability to get your work done now let’s really enter into the process now is offered as an extension and it’s completely complimentary so once you get to the site you’ll get this alternative here which is contribute 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 alright it’s done and now it is contributing to Gmail and it will take me straight 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 simply check in ensure to sign.
into the 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 on enable after adding this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting just recently seen all tracked e-mails and upgraded reply and after that we have this new choice which is the pipeline so if I click on 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 control panel for here I’ll have the ability to produce a brand-new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go create a new pipeline let’s in fact do that you will click on brand-new pipeline here and we have various alternatives to start with we have the stages so this is where you will pick these stages for your pipeline and you can actually we have a lead called pitched demonstration negotiating close phone closed uh you know then we have supporting alright then we have Fields so in fields we have a date of last e-mail last email from lead Source concern industry offer size business size close rate email thread count days and state and notes so if you wish to include another stage you will click on this Plus at the top and you will provide your phase a name let’s state that you really wanted to produce another um you understand phase here for example let’s say I didn’t have no strings so I can develop right here.
and you can offer it your color so we can in fact pick different colors for each of the stages however I believe all of these are in fact currently produced so this is actually quite impressive what I will do is I will actually get rid of this one and if you seem like there is um I believe pitched and demonstration are type of like the exact same thing we simply opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s eliminate the demonstration here and after that we have negotiating 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 this plus here and we have free type a date check box fall General e-mail e-mail tracking task calls and meetings so I do not 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 go with this one here this is the field that was really missing and I’ll really reorganize and put the notes here all right e-mail thread count close date okay company’s size deal size and Business size okay let’s eliminate the business size and I’m gon na in fact discover something else within the general where we have created by date developed followers and more so I actually want to opt for the produced.
by or perhaps the fans due to the fact that I want to monitor my employee that are in fact following this so I will you know put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a great deal of alternatives readily available within streak is in fact one of the most convenient and one of the most uh you understand versatile out there it’s very easy to use with design templates we have projects too within my project once again if I didn’t want to go for these sales if I finished with projects then I can go with the task stages right here and once again the fields the procedure is going to be comparable you will select these stages from here on this plus button here and you can likewise offer it different different colors we likewise have service Dev here you can see then we have working with so if you do hiring then this is going to be your stages task search investor fundraising others realty support and custom-made So within our support you can see we have actually incoming assigned working on dealt with and noise this is really respectable and we likewise have custom-made where I can really start something from the scratch absolutely according to my company for me we merely have the sales so I’m gon na go with the sales here and click produce private or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click on develop now it will simply take a 2nd for a street to produce a pipeline for me so you can see this actually looks respectable now I will be able to include my Lead Series so you can actually click on this fall 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 simply click and I’ll be able to add it click on the top here add a box so click on ADD box here and I’m going to include a box in the lead section here and let’s simply call it new and click on go into so now you can see we have one lead developed let’s state that there is actually closed one so I’m going to add one here let’s just for now let’s call it brand-new I’m going to add another lead let’s call it new 2 we can really open this up in a new tab from here too however I’m just for now I’m simply gon na work in this manner now you can see we have 2 leads then let’s say there was a contacted as well there’s one negotiating so I’ll just merely click on brand-new now as soon as you produce a lead we can in fact click on this link and it will now open the different fields that we included so this is a new Elite that I created and we have all of these various columns we have the fields that we developed remember and after that we have invite teammates so from here I can invite the team members we have add columns we have emails files and comments you can change to the emails and it will reveal you the e-mails that you got in files we can even submit files and then we have the remarks 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 develop a lead within your when you’re finished with this you can in fact click on go into and it will be closed now it will reveal you something like this we have all of our data collected here and at the top we’re getting our account such as two leads one called and something like this and this is where you will be getting your list we can choose various leads from here the stages and we can perform bulk actions such as deleting and sharing too uh one more thing with srix at the top you will be able to see we have personal option we have these three dots where we can discover these stages Integrations and automation this is one of the crucial ones click on this link and you’ll be able to in fact integrate um other apps within yourr transfer information for notifications for automations custom-made develops and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely quickly and produce our CSV files similarly now I can change to my different folders that we have here and I can develop a brand-new pipeline we can switch to our easy Gmail extremely easily from here and it will also reveal me the emails 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 merge e-mail and with combine email what occurs is I can in fact produce a follow-up e-mails and different storage emails here and we have active instructs so utilizing is really simple you can begin free of charge by simply adding the integration and now you know how to utilize as a complete novice don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me provide some context about my career and how it relates to. As a self-employed reporter, I have actually worked with many clients, managed several projects at the same time, and kept a comprehensive network of contacts. Juggling these duties can be overwhelming, and I recognized the need for a centralized system to streamline my operations.
In my quest for a solution, I checked out various platforms but discovered them to be either too complex or too expensive for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly integrates with Gmail, making it perfect for self-employed reporters who heavily rely on email interaction. Here are some essential benefits of using for your freelance journalism working with process:.
User-friendly Email Tracking and Company:.
allows you to track and arrange your e-mails effortlessly, providing you a clear introduction of your interactions with clients, leads, and collaborators.
You can develop customizable pipelines directly within your inbox, making it easy to keep track of the development and handle of your jobs and projects.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to envision and manage your sales procedure from list building to project completion.
You can categorize contacts, create custom stages, set pointers, and track interactions, guaranteeing that no opportunity slips through the fractures.
Smooth Collaboration and Teamwork:.
assists in collaboration by permitting you to share pipelines and communicate with staff member within the platform.
You can assign jobs, share important e-mails, and work together in real-time, enhancing performance and guaranteeing everyone remains on the very same page.
Customizable Workflows:.
‘s versatile workflow system allows you to personalize your pipelines and automate recurring tasks.
You can create templates for common email reactions, schedule follow-ups, and set up suggestions, saving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, offers benefits in regards to coding and software advancement. Here’s how:.
Developer-Friendly Integration:.
offers a robust API and substantial developer paperwork, making it simple to incorporate with other tools and develop custom-made options.
This versatility permits freelance journalists with coding skills to extend the performance of and tailor it to their specific needs.
Project Management for Software Application Development:.
‘s pipeline feature can be adjusted to handle software application advancement projects, from ideation to release.
You can develop custom-made phases for different advancement phases, appoint tasks to team members, and track development effectively.
Pros and Cons of
Pros:.
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
User-friendly interface and easy-to-use functions, decreasing the discovering curve.
Customizable pipelines and workflows to adapt to private requirements.
Collective functions that enhance team effort and interaction.
Developer-friendly API for integration and modification.
Affordable service for freelancers and small businesses.
Cons:.
Limited reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for complete functionality, limiting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
Cost:.
uses a more affordable service, particularly for freelancers and small companies.
HubSpot has a complimentary version, but advanced functions require a higher-tier paid membership.
Functions and Complexity:.
provides a more extensive suite of functions, consisting of innovative marketing automation and analytics.
concentrates on simpleness and ease of use, providing a streamlined experience.
Integration:.
Both and integrate with different third-party tools.
‘s smooth combination with Gmail is helpful for users heavily reliant on email interaction.
Conclusion:.
As an independent journalist, managing your hiring process and client relationships is vital to your success. deals a economical and intuitive option that flawlessly incorporates with Gmail, enabling you to enhance your operations and focus on your craft. While it might not have the innovative functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a author, editor, or content creator, can empower you to take control of your freelance journalism career by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.