As an experienced freelance journalist, I comprehend the obstacles of managing projects. Epic Vs Streak Crm …tracking leads, and nurturing client relationships. Over the years, I have actually try out different tools to streamline my workflow and improve performance. One tool that has actually really reinvented my hiring process. In this article, I will delve into the benefits of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey guys invite back in this video I will be showing you how to use Epic Vs Streak Crm for your consumer relations collaboration interaction and far more so let’s enter it first off you need to go to streak.com and you will arrive on this website right here now is a sort of CRM that we can add to our simple Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is really remarkable and I’ll reveal you how to do that as a total beginner it will assist you tailor a perfect procedure for your team and you will be able to get your work done now let’s actually enter into the procedure now is available as an extension and it’s entirely free so once 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 contribute to Chrome click 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 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 sign in make sure to sign.
into the exact 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 merely scroll down and click on enable after including this is what your Gmail will look like now you can see here in our easy you know folders we are getting recently seen all tracked emails and upgraded reply and then we have this brand-new option 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 resembles our brand-new dashboard for here I’ll have the ability to produce a 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 actually do that you will click on brand-new pipeline here and we have various options to start with we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have a lead contacted pitched demonstration negotiating close phone closed uh you understand then we have supporting all right then we have Fields so in fields we have a date of last email last e-mail from lead Source priority industry offer size company size close rate email thread count days and state and notes so if you want to add another stage you will click this Plus on top and you will give your phase a name let’s state that you actually wished to produce another um you know phase here for example let’s state I didn’t have no strings so I can create right here.
and you can provide it your color so we can actually select different colors for each of the stages however I believe all of these are really currently produced so this is in fact pretty remarkable what I will do is I will actually get rid of this one and if you feel like there is um I believe pitched and demonstration are type of like the exact same thing we simply go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s eliminate the demo here and then we have working out with negotiating I can opt for 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 different fields that you want so you will click this plus here and we have complimentary kind a date check box fall General email e-mail 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 go with this one here this is the field that was really missing and I’ll really rearrange and put the notes here fine email thread count close date all right company’s size offer size and Business size fine let’s eliminate the business size and I’m gon na in fact discover something else within the basic where we have actually created by date produced fans and more so I in fact wish to go for the created.
by or possibly the fans due to the fact that I wish to keep an eye on my team members that are actually following this so I will you know put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a lot of options readily available within streak is in fact one of the simplest and among the most uh you understand flexible out there it’s really easy to use with design templates we have projects too within my task again if I didn’t want to choose these sales if I made with projects then I can choose the task stages right here and again the fields the procedure is going to be comparable you will choose these stages from here on this plus button here and you can also offer it different various colors we likewise have company Dev here you can see then we have hiring so if you do hiring then this is going to be your stages task search investor fundraising others real estate support and custom-made So within our support you can see we have inbound appointed dealing with dealt with and sound this is really pretty good and we likewise have customized where I can actually start something from the scratch completely according to my company for me we simply have the sales so I’m gon na choose the sales here and click on develop 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 develop now it will just take a 2nd for a street to develop a pipeline for me so you can see this actually looks respectable now I will be able to add my Lead Series so you can actually click on this drop down and we have manage 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 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 on get in so now you can see we have one lead created let’s say 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 include another lead let’s call it new 2 we can actually open this up in a new tab from here too however I’m just for now I’m simply gon na work by doing this now you can see we have two leads then let’s say there was a contacted too there’s one working out so I’ll just merely click on new now as soon as you produce a lead we can really click here and it will now open up the various fields that we added so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we produced remember and then we have invite colleagues so from here I can welcome the team members we have include columns we have emails files and comments you can switch to the e-mails and it will reveal you the emails that you got in files we can even upload files and after that we have the remarks at the top here once again we have the call log we have our conference notes and we even have our.
attachments so this is how you create a lead within your once you’re done with this you can actually click get in and it will be closed now it will show you something like this we have all of our information collected here and at the top we’re getting our account such as two leads one gotten in touch with 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 carry out bulk actions such as erasing and sharing as well uh one more thing with srix on top you will have the ability to see we have personal option we have these three dots where we can discover these phases Combinations and automation this is one of the essential ones click on this link and you’ll have the ability to in fact integrate um other apps within yourr transfer information for alerts for automations custom-made constructs and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely easily and develop our CSV files likewise 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 very quickly from here and it will also show me the emails that I will be getting for my pipelines that I have actually produced we will even have our merge emails now with our so this is the merge email and with merge email what happens is I can in fact develop a follow-up emails and various storage e-mails here and we have active instructs so utilizing is truly easy you can start for free by simply including the integration and now you understand how to use as a total beginner do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me offer some context about my profession and how it relates to. As a freelance journalist, I’ve dealt with various clients, managed numerous jobs concurrently, and maintained an extensive network of contacts. Balancing these obligations can be overwhelming, and I acknowledged the need for a centralized system to streamline my operations.
In my mission for a solution, I checked out numerous platforms but found them to be either too pricey or too complicated for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly integrates with Gmail, making it perfect for independent journalists who heavily rely on email communication. Here are some key advantages of using for your freelance journalism working with process:.
User-friendly Email Tracking and Company:.
allows you to track and organize your e-mails effortlessly, offering you a clear introduction of your interactions with clients, leads, and collaborators.
You can develop personalized pipelines directly within your inbox, making it simple to handle and keep track of the progress of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to imagine and handle your sales process from list building to project completion.
You can classify contacts, create custom-made phases, set suggestions, and track interactions, ensuring that no opportunity slips through the cracks.
Smooth Collaboration and Team Effort:.
assists in cooperation by allowing you to share pipelines and communicate with staff member within the platform.
You can assign jobs, share important e-mails, and collaborate in real-time, improving efficiency and ensuring everybody remains on the very same page.
‘s versatile workflow system allows you to customize your pipelines and automate recurring jobs.
You can develop templates for typical email responses, schedule follow-ups, and established reminders, saving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, uses advantages in terms of coding and software development. Here’s how:.
offers a robust API and comprehensive designer paperwork, making it simple to incorporate with other tools and develop customized solutions.
This flexibility permits self-employed journalists with coding abilities to extend the performance of and customize it to their particular needs.
Job Management for Software Development:.
‘s pipeline feature can be adjusted to manage software application advancement projects, from ideation to deployment.
You can create custom-made phases for various development stages, assign tasks to staff member, and track progress effectively.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive user interface and easy-to-use features, reducing the finding out curve.
Customizable pipelines and workflows to adapt to private requirements.
Collaborative features that enhance team effort and communication.
Developer-friendly API for combination and modification.
Affordable solution for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for complete performance, restricting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While deals considerable benefits for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
uses a more affordable option, specifically for freelancers and small companies.
HubSpot has a free variation, however advanced functions need a higher-tier paid subscription.
Features and Intricacy:.
provides a more thorough suite of features, consisting of innovative marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is advantageous for users heavily reliant on email communication.
As an independent journalist, handling your hiring procedure and customer relationships is critical to your success. offers a user-friendly and economical option that flawlessly incorporates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it might not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re an editor, material, or author creator, can empower you to take control of your freelance journalism profession by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.