As an experienced freelance journalist, I comprehend the obstacles of handling projects, tracking leads, and nurturing customer relationships. In this post, I will dig into the advantages of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for newbies hey men welcome back in this video I will be showing you how to use Previous Crm Experience Required Experience With Streak A Plus for your consumer relations cooperation interaction and a lot more so let’s enter into it first of all you require to go to streak.com and you will land on this site right here now is a kind of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is truly fantastic and I’ll reveal you how to do that as a total newbie it will help you tailor a perfect procedure for your group and you will have the ability to get your work done now let’s really get into the process now is available as an extension and it’s completely free so once you get to the site you’ll get this alternative 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 on ADD extension and your extension will be included fine 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 merely sign in make sure to sign.
into the exact same Gmail that you have included the uh you understand streak to now it will ask you for your gain access to and we’re gon na just scroll down and click on enable after adding this is what your Gmail will look like now you can see here in our easy you know folders we are getting just recently seen all tracked e-mails and upgraded reply and then 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 combines so you can see this is like our brand-new dashboard for here I’ll have the ability to create a new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go develop a new pipeline let’s really do that you will click brand-new pipeline here and we have different alternatives firstly we have the stages so this is where you will choose these stages for your pipeline and you can really we have actually a lead contacted pitched demo negotiating close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last e-mail last email from lead Source concern market offer size company size close rate email thread count days and state and notes so if you wish 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 wished to develop another um you know stage here for instance let’s say I didn’t have no strings so I can produce right here.
and you can give it your color so we can actually choose various colors for each of the stages however I think all of these are really currently produced so this is really quite remarkable what I will do is I will really get rid of this one and if you feel like there is um I believe pitched and demo are kind of like the same thing we just choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s get rid of the demo here and after that we have negotiating 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 kind a date check box fall General e-mail email tracking job calls and meetings 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 choose this one here this is the field that was actually missing and I’ll in fact rearrange and put the notes here fine e-mail thread count close date all right business’s size deal size and Company size okay let’s get rid of the business size and I’m gon na really discover something else within the basic where we have actually created by date created followers and more so I really wish to choose the created.
by or maybe the followers because I want to track my team members that are really following this so I will you know put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a great deal of alternatives offered within streak is in fact one of the most convenient and among the most uh you know flexible out there it’s extremely easy to use with design templates we have projects too within my project once again if I didn’t want to opt for these sales if I did with projects then I can opt for the project phases right here and again the fields the process is going to be similar you will select these phases from here on this plus button here and you can likewise give 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 realty assistance and custom So within our assistance you can see we have inbound appointed dealing with solved and sound this is in fact respectable and we likewise have custom-made where I can in fact start something from the scratch absolutely according to my company for me we simply have the sales so I’m gon na choose the sales here and click on create personal or.
shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click on produce now it will just take a second for a street to create a pipeline for me so you can see this in fact looks respectable now I will have the ability to add my Lead Series so you can actually click on this fall and we have manage phase or relabel so as I continue as I include various leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click on the top here add a box so click ADD box here and I’m going to include a box in the lead area here and let’s simply call it new and click on get in so now you can see we have actually one lead produced let’s say 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 include another lead let’s call it brand-new two 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 by doing this now you can see we have 2 leads then let’s say there was a called also there’s one working out so I’ll just simply click brand-new now once you develop a lead we can actually 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 keep in mind and after that we have welcome colleagues so from here I can invite the team members we have add columns we have emails files and remarks you can change to the emails and it will show you the emails that you got in files we can even publish files and then we have the comments at the top here 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 done with this you can in fact click on 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 2 leads one called and something like this and this is where you will be getting your list we can select various leads from here the stages and we can perform bulk actions such as deleting and sharing also uh one more thing with srix on top you will have the ability to see we have personal option we have these 3 dots where we can find these stages Integrations and automation this is one of the essential ones click here and you’ll have the ability to in fact integrate um other apps within yourr transfer information for notices for automations custom-made develops 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 produce our CSV files similarly now I can switch to my various folders that we have here and I can create a new pipeline we can change to our simple Gmail really quickly from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have developed 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 in fact develop a follow-up emails and different storage emails here and we have active instructs so using is really easy you can begin for free by just adding the combination and now you know how to use as a complete novice don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it connects to. As an independent journalist, I have actually dealt with numerous clients, handled numerous projects simultaneously, and preserved a substantial network of contacts. Balancing these duties can be overwhelming, and I recognized the need for a central system to simplify my operations.
In my quest for a service, I checked out different platforms but discovered them to be either too costly or too intricate for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly integrates with Gmail, making it ideal for freelance reporters who heavily count on e-mail interaction. Here are some key advantages of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Company:.
allows you to track and organize your emails effortlessly, giving you a clear summary of your interactions with clients, leads, and partners.
You can create adjustable pipelines directly within your inbox, making it easy to handle and monitor the progress of your assignments and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to envision and handle your sales procedure from lead generation to job completion.
You can classify contacts, produce custom stages, set tips, and track interactions, making sure that no opportunity slips through the fractures.
Smooth Cooperation and Teamwork:.
assists in partnership by permitting you to share pipelines and interact with staff member within the platform.
You can appoint jobs, share essential emails, and team up in real-time, enhancing efficiency and making sure everybody stays on the same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repetitive tasks.
You can develop design templates for common e-mail responses, schedule follow-ups, and set up suggestions, saving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, provides benefits in regards to coding and software development. Here’s how:.
supplies a robust API and comprehensive designer documents, making it simple to integrate with other tools and build customized services.
This versatility permits freelance journalists with coding skills to extend the performance of and customize it to their specific needs.
Project Management for Software Application Development:.
‘s pipeline feature can be adapted to manage software advancement projects, from ideation to implementation.
You can develop customized phases for various advancement phases, assign jobs to team members, and track progress efficiently.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
User-friendly interface and user friendly functions, lessening the learning curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collaborative functions that enhance teamwork and communication.
Developer-friendly API for combination and modification.
Cost-efficient option for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for full functionality, limiting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more inexpensive solution, particularly for freelancers and small businesses.
HubSpot has a totally free variation, but advanced functions need a higher-tier paid membership.
Functions and Complexity:.
offers a more thorough suite of functions, including advanced marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Both and incorporate with various third-party tools.
‘s seamless integration with Gmail is beneficial for users greatly reliant on e-mail communication.
As an independent journalist, handling your hiring process and customer relationships is vital to your success. deals a inexpensive and instinctive option that effortlessly incorporates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it may not have the sophisticated functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re an editor, writer, or material developer, can empower you to take control of your freelance journalism career by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.