As a seasoned freelance journalist, I understand the challenges of handling tasks, tracking leads, and nurturing customer relationships. In this short 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 utilize for beginners hey guys welcome back in this video I will be revealing you how to utilize Get Started With Streak Crm for your consumer relations collaboration communication and far more so let’s enter into it firstly you need to go to streak.com and you will arrive at this site right here now is a kind 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 truly fantastic and I’ll show you how to do that as a complete newbie it will help you customize a best procedure for your group and you will be able 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 as soon as you get to the website you’ll get this choice here which is add to Chrome and you’re.
going to select this one now it will take you to Chrome dot google.com extensions and this is our extension here click on add to Chrome click ADD extension and your extension will be added okay 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 certain to sign.
into the same Gmail that you have actually added the uh you understand streak to now it will ask you for your access and we’re gon na merely scroll down and click on allow after including this is what your Gmail will appear like now you can see here in our basic you know folders we are getting just recently viewed all tracked emails and updated 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 control panel for here I’ll have the ability to produce a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go develop a new pipeline let’s actually do that you will click brand-new pipeline here and we have different alternatives first of all we have the stages so this is where you will pick these stages for your pipeline and you can really we have a lead called pitched demo negotiating close phone closed uh you understand then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last email from lead Source concern industry offer size company size close rate e-mail thread count days and state and notes so if you want to add another stage you will click on this Plus on top and you will offer your stage a name let’s say that you really wanted to produce another um you know stage here for example let’s state I didn’t have no strings so I can produce right here.
and you can provide it your color so we can really choose various colors for each of the stages however I think all of these are really currently developed so this is in fact quite remarkable what I will do is I will in fact get rid of this one and if you feel like there is um I think pitched and demonstration are sort of like the same thing we simply go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s get rid of the demo here and after that 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 on this plus here and we have free type a date check box drop down General email 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 opt for this one here this is the field that was in fact missing and I’ll actually reorganize and put the notes here okay email thread count close date fine company’s size offer size and Company size alright let’s get rid of the business size and I’m gon na in fact find something else within the general where we have developed by date created fans and more so I really want to go for the developed.
by or maybe the followers because I want to monitor 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 lot of choices readily available within streak is actually among the easiest and among the most uh you know versatile out there it’s really easy to use with design templates we have tasks too within my project again if I didn’t want to choose these sales if I made with projects then I can go with the task stages right here and once again the fields the procedure is going to be similar you will choose these phases from here on this plus button here and you can also give it various various colors we likewise have organization Dev here you can see then we have hiring so if you do working with then this is going to be your phases task search financier fundraising others real estate assistance and custom-made So within our support you can see we have actually incoming designated working on solved and noise this is in fact pretty good and we also have customized where I can actually start something from the scratch completely according to my organization for me we simply have the sales so I’m gon na choose the sales here and click produce personal or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click produce now it will simply take a second for a street to create 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 on this drop down and we have manage stage or rename so as I proceed as I include different 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 include 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 new and click on go into so now you can see we have actually one lead produced 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 new I’m going to include another lead let’s call it brand-new 2 we can actually open this up in a brand-new tab from here too but 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 contacted as well there’s one negotiating so I’ll just merely click on brand-new now as soon as you develop a lead we can actually click here and it will now open up the various 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 invite colleagues so from here I can welcome the employee we have add columns we have emails files and remarks you can change to the emails and it will reveal you the e-mails that you got in files we can even upload files and after that we have the remarks at the top here again we have the call log we have our meeting notes and we even have our.
accessories so this is how you develop a lead within your as soon as you’re done 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 information gathered here and at the top we’re getting our account such as 2 leads one contacted 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 erasing and sharing as well uh another thing with srix on top you will have the ability to see we have private alternative we have these three dots where we can discover these phases Combinations and automation this is among the essential ones click here and you’ll be able to in fact incorporate um other apps within yourr transfer information for notifications for automations customized constructs and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export information they very easily and develop our CSV files likewise now I can switch to my various folders that we have here and I can create a new pipeline we can change to our easy Gmail really easily from here and it will also show me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our merge emails now with our so this is the combine e-mail and with merge email what occurs is I can in fact create a follow-up e-mails and various storage e-mails here and we have active instructs so using is actually easy you can begin totally free by simply adding the combination and now you know how to utilize as a complete novice don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me offer some context about my career and how it relates to. As a freelance reporter, I have actually dealt with various customers, managed several tasks all at once, and maintained a substantial network of contacts. Juggling these obligations can be overwhelming, and I recognized the requirement for a central system to streamline my operations.
In my mission for an option, I checked out different platforms but found them to be either too expensive or too complex for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly incorporates with Gmail, making it ideal for freelance reporters who greatly count on email communication. Here are some crucial benefits of using for your freelance journalism working with procedure:.
User-friendly Email Tracking and Company:.
enables you to track and arrange your emails easily, giving you a clear overview of your interactions with clients, leads, and collaborators.
You can produce personalized pipelines directly within your inbox, making it easy to handle and keep track of the development of your tasks and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and handle your sales procedure from list building to job completion.
You can classify contacts, create customized phases, set tips, and track interactions, making sure that no chance slips through the cracks.
Seamless Cooperation and Team Effort:.
helps with partnership by allowing you to share pipelines and communicate with team members within the platform.
You can appoint jobs, share crucial emails, and team up in real-time, enhancing efficiency and making sure everybody remains on the very same page.
‘s versatile workflow system enables you to customize your pipelines and automate recurring tasks.
You can create design templates for common email actions, schedule follow-ups, and established tips, saving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, provides advantages in regards to coding and software advancement. Here’s how:.
supplies a robust API and comprehensive developer documentation, making it easy to incorporate with other tools and construct customized solutions.
This versatility permits freelance journalists with coding skills to extend the performance of and tailor it to their particular needs.
Task Management for Software Application Development:.
‘s pipeline feature can be adjusted to manage software advancement jobs, from ideation to implementation.
You can create custom phases for various development stages, assign tasks to team members, and track progress effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and user friendly functions, decreasing the learning curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collaborative features that improve teamwork and communication.
Developer-friendly API for combination and modification.
Affordable solution for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation functions.
Reliance on Gmail for complete functionality, limiting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While deals substantial benefits for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more economical service, specifically for freelancers and small businesses.
HubSpot has a free version, however advanced features need a higher-tier paid subscription.
Features and Intricacy:.
provides a more extensive suite of functions, consisting of advanced marketing automation and analytics.
focuses on simpleness and ease of use, providing a streamlined experience.
Both and incorporate with different third-party tools.
‘s smooth combination with Gmail is useful for users greatly reliant on e-mail interaction.
As a freelance journalist, managing your hiring process and client relationships is paramount to your success. deals a intuitive and inexpensive service that seamlessly incorporates with Gmail, enabling you to improve your operations and focus on your craft. While it may not have the advanced features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a writer, editor, or material 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 impact of Streak CRM in your freelance journalism ventures.