As an experienced freelance journalist, I understand the challenges of handling jobs. Crm Source Https Www.Streak.Com Marketing-statistics …tracking leads, and nurturing client relationships. For many years, I’ve try out various tools to simplify my workflow and improve effectiveness. One tool that has genuinely reinvented my hiring process. In this post, I will look into the benefits of using for independent journalism, explore its features in regards to sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for beginners hey people welcome back in this video I will be revealing you how to use Crm Source Https Www.Streak.Com Marketing-statistics for your customer relations partnership interaction and a lot more so let’s get into it firstly you need to go to streak.com and you will arrive at this website right here now is a type of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is actually fantastic and I’ll reveal you how to do that as a complete newbie it will assist you personalize an ideal process for your group and you will have the ability to get your work done now let’s actually enter into the process now is readily available as an extension and it’s completely complimentary so as soon as you get to the website you’ll get this choice 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 added okay it’s done and now it is adding 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 make sure to sign.
into the very same Gmail that you have actually included the uh you know streak to now it will ask you for your gain access to and we’re gon na just scroll down and click on allow after including this is what your Gmail will look like now you can see here in our easy you understand folders we are getting recently viewed all tracked emails and updated reply and after that we have this brand-new choice which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this resembles our new dashboard for here I’ll have the ability to create a brand-new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go develop a brand-new pipeline let’s really do that you will click on new pipeline here and we have various choices first off we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have actually a lead contacted pitched demo working out 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 market deal size business size close rate e-mail thread count days and state and notes so if you want to add another phase you will click this Plus at the top and you will provide your stage a name let’s state that you in fact wanted to create another um you know stage here for example let’s state I didn’t have no strings so I can create right here.
and you can offer it your color so we can actually select various colors for each of the stages however I think all of these are really already developed so this is in fact quite outstanding what I will do is I will actually eliminate this one and if you feel like there is um I believe pitched and demonstration are type of like the same thing we simply choose the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s get rid of the demonstration here and then we have negotiating with negotiating I can choose like in progress or something and now you can see these are my stages 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 type a date check box drop down General email email tracking task calls and conferences so I do not see anything for the course and conferences 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 in fact reorganize and put the notes here all right e-mail thread count close date okay business’s size deal size and Business size fine let’s eliminate the company size and I’m gon na really find something else within the general where we have actually developed by date produced fans and more so I really wish to choose the developed.
by or perhaps the fans because I wish to track my employee that are actually following this so I will you understand 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 offered within streak is really one of the most convenient and one of the most uh you understand versatile out there it’s really easy to use with design templates we have tasks too within my project again if I didn’t wish to opt for these sales if I did with projects then I can opt for the job phases right here and again the fields the process is going to be similar you will choose these phases from here on this plus button here and you can likewise provide it different different colors we also have organization Dev here you can see then we have employing so if you do employing then this is going to be your phases task search investor fundraising others property support and custom So within our support you can see we have incoming appointed dealing with fixed and noise this is really respectable and we likewise have custom where I can really start something from the scratch totally according to my company for me we simply have the sales so I’m gon na choose the sales here and click create personal or.
shared so I will be sharing this with a staff member so I’m going to opt for the shared one here and click create now it will just take a second for a street to produce a pipeline for me so you can see this in fact looks pretty good now I will be able to include my Lead Series so you can in fact click this drop down and we have handle phase or relabel so as I proceed as I include different leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click on the top here add a box so click on ADD box here and I’m going to add a box in the lead area here and let’s just call it brand-new and click go into so now you can see we have one lead created let’s state that there is really 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 brand-new 2 we can actually open this up in a brand-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 state there was a called too there’s one working out so I’ll just simply click new now once you develop a lead we can in fact click on this link and it will now open up the various fields that we added so this is a brand-new Elite that I produced and we have all of these different columns we have the fields that we produced remember and then we have invite teammates so from here I can welcome the staff member we have add columns we have e-mails files and remarks 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 then 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.
accessories so this is how you create a lead within your when you’re finished with this you can in fact click on get in and it will be closed now it will reveal you something like this we have all of our information gathered 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 pick different leads from here the stages and we can perform bulk actions such as deleting and sharing as well uh another thing with srix at the top you will have the ability to see we have personal alternative we have these three dots where we can find these stages Integrations and automation this is one of the important ones click on this link and you’ll have the ability to actually integrate um other apps within yourr transfer data for notices for automations custom builds and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really easily and create our CSV files likewise now I can switch to my different folders that we have here and I can develop a new pipeline we can change to our easy Gmail extremely easily from here and it will also show 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 merge email what happens is I can actually develop a follow-up e-mails and different storage emails here and we have active instructs so utilizing is truly easy you can start totally free by just adding the combination and now you understand how to use as a total novice do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me offer some context about my career and how it associates with. As a self-employed reporter, I have actually worked with various customers, handled multiple projects simultaneously, and kept a comprehensive network of contacts. Juggling these duties can be overwhelming, and I recognized the requirement for a central system to enhance my operations.
In my mission for an option, I explored various platforms however found them to be either too costly or too complex for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly incorporates with Gmail, making it ideal for freelance journalists who heavily depend on email communication. Here are some essential benefits of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Organization:.
allows you to track and arrange your emails easily, offering you a clear summary of your interactions with customers, leads, and partners.
You can produce personalized pipelines directly within your inbox, making it simple to manage and keep track of the development of your jobs and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and manage your sales procedure from list building to task completion.
You can classify contacts, develop custom-made stages, set pointers, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Collaboration and Teamwork:.
assists in partnership by enabling you to share pipelines and communicate with team members within the platform.
You can assign jobs, share crucial emails, and team up in real-time, enhancing efficiency and guaranteeing everybody stays on the same page.
‘s versatile workflow system allows you to personalize your pipelines and automate repetitive jobs.
You can create templates for typical e-mail responses, schedule follow-ups, and set up suggestions, conserving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, provides advantages in terms of coding and software development. Here’s how:.
provides a robust API and extensive developer documentation, making it easy to incorporate with other tools and construct custom-made services.
This versatility allows freelance journalists with coding skills to extend the performance of and tailor it to their particular requirements.
Job Management for Software Development:.
‘s pipeline feature can be adapted to manage software application advancement tasks, from ideation to release.
You can create custom stages for various development stages, appoint tasks to employee, and track progress efficiently.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and user friendly features, reducing the learning curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collective features that improve teamwork and communication.
Developer-friendly API for combination and modification.
Cost-efficient solution for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation features.
Reliance on Gmail for complete functionality, restricting compatibility with other email providers.
Contrast with HubSpot CRM:.
While offers substantial benefits for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
provides a more cost effective solution, especially for freelancers and small businesses.
HubSpot has a free version, but advanced features need a higher-tier paid membership.
Features and Intricacy:.
provides a more detailed suite of functions, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, offering a structured experience.
Both and incorporate with different third-party tools.
‘s smooth combination with Gmail is advantageous for users heavily reliant on e-mail interaction.
As a self-employed reporter, managing your hiring procedure and client relationships is critical to your success. offers a affordable and instinctive solution that perfectly incorporates with Gmail, enabling you to simplify your operations and focus on your craft. While it may not have the sophisticated functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re an editor, writer, or content 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 ventures.