As a seasoned freelance journalist, I understand the difficulties of managing jobs, tracking leads, and nurturing customer relationships. In this short article, I will dive into the benefits of utilizing for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for novices hey men invite back in this video I will be revealing you how to use Salesforce Crm Vs Streak Sales Pro for your consumer relations partnership interaction and much more so let’s enter it to start with you need to go to streak.com and you will land on this website right here now is a kind 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 really amazing and I’ll reveal you how to do that as a complete beginner it will help you personalize a perfect procedure for your group and you will be able to get your work done now let’s in fact enter into the process now is offered as an extension and it’s totally free so when you get to the site you’ll get this alternative here which is contribute to Chrome and you’re.
going to choose this one now it will take you to Chrome dot google.com extensions and this is our extension here click add to Chrome click on ADD extension and your extension will be included fine 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 merely check in ensure to sign.
into the very same Gmail that you have included the uh you know streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click on permit after adding this is what your Gmail will look like now you can see here in our basic you know folders we are getting just recently seen all tracked emails and updated reply and after that we have this brand-new alternative 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 resembles our brand-new control panel for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales once 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 different choices first of all we have the stages so this is where you will choose these stages for your pipeline and you can actually 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 email last email from lead Source concern market offer size company size close rate email thread count days and state and keeps in mind so if you want to add another stage you will click on this Plus on top and you will provide your stage a name let’s state that you really wished to produce another um you understand stage here for instance 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 in fact pick various colors for each of the stages but I believe all of these are actually currently produced so this is in fact quite impressive what I will do is I will really eliminate this one and if you seem like there is um I think 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 demo 2 what I’ll do is in fact let’s eliminate the demonstration here and after that we have negotiating with negotiating I can choose 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 want so you will click on this plus here and we have complimentary type a date check box fall General email email tracking task calls and conferences 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 actually missing and I’ll actually rearrange and put the notes here fine email thread count close date fine company’s size deal size and Company 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 produced by date produced fans and more so I really want to choose the created.
by or maybe the followers since I wish to keep track of my team members that are actually following this so I will you understand 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 readily available within streak is really among 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 job again if I didn’t wish to opt for these sales if I finished with projects then I can go with the task stages right here and once again the fields the process is going to be similar you will choose these stages from here on this plus button here and you can also give it different different 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 phases job search financier fundraising others real estate assistance and customized So within our support you can see we have incoming assigned dealing with resolved and sound this is in fact respectable and we also have custom where I can in fact start something from the scratch completely according to my business for me we simply have the sales so I’m gon na opt for 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 just take a second for a street to develop a pipeline for me so you can see this really looks pretty good now I will have the ability to include my Lead Series so you can actually click this drop down and we have handle phase 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 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 just call it new and click go into so now you can see we have one lead created let’s state that there is actually closed one so I’m going to include 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 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 by doing this now you can see we have two leads then let’s say there was a contacted as well there’s one negotiating 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 the different fields that we added so this is a new Elite that I created and we have all of these different columns we have the fields that we produced keep in mind and then we have invite teammates so from here I can welcome the staff member we have include columns we have emails files and remarks you can switch to the emails and it will show you the emails 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.
accessories so this is how you create a lead within your when you’re made 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 data 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 different leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh one more thing with srix at the top you will be able to see we have personal choice we have these three dots where we can find these phases Integrations and automation this is among the important ones click here and you’ll have the ability to in fact integrate um other apps within yourr transfer information for alerts for automations custom constructs and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely quickly and create our CSV files similarly now I can change to my various folders that we have here and I can develop a brand-new pipeline we can switch to our simple Gmail very easily from here and it will also show me the e-mails 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 happens is I can really create a follow-up e-mails and different storage e-mails here and we have active instructs so using is actually simple you can start free of charge by just including the integration and now you understand how to utilize as a total novice don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me offer some context about my career and how it associates with. As a self-employed journalist, I’ve dealt with many customers, handled numerous jobs all at once, and kept a comprehensive network of contacts. Balancing these duties can be frustrating, and I recognized the requirement for a central system to enhance my operations.
In my mission for a service, I checked out numerous platforms however found them to be either too intricate or too pricey for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly integrates with Gmail, making it perfect for freelance journalists who greatly rely on e-mail communication. Here are some crucial benefits of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Company:.
permits you to track and arrange your emails easily, offering you a clear summary of your interactions with customers, leads, and partners.
You can create personalized pipelines directly within your inbox, making it simple to manage and keep track of the development of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to picture and handle your sales procedure from list building to task completion.
You can classify contacts, develop customized stages, set tips, and track interactions, making sure that no opportunity slips through the fractures.
Smooth Cooperation and Teamwork:.
facilitates collaboration by allowing you to share pipelines and communicate with staff member within the platform.
You can designate jobs, share important emails, and work together in real-time, improving efficiency and making sure everyone stays on the exact same page.
‘s versatile workflow system enables you to tailor your pipelines and automate recurring jobs.
You can produce design templates for typical email responses, schedule follow-ups, and established tips, conserving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, offers advantages in regards to coding and software development. Here’s how:.
supplies a robust API and comprehensive designer paperwork, making it easy to integrate with other tools and construct custom solutions.
This versatility allows freelance reporters with coding skills to extend the functionality of and tailor it to their specific needs.
Task Management for Software Application Advancement:.
‘s pipeline function can be adapted to manage software advancement tasks, from ideation to release.
You can create customized stages for different development phases, appoint jobs to staff member, and track progress efficiently.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Instinctive interface and user friendly features, reducing the learning curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collaborative features that enhance team effort and interaction.
Developer-friendly API for integration and personalization.
Economical service for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for complete functionality, restricting compatibility with other email providers.
Comparison with HubSpot CRM:.
While deals significant benefits for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more inexpensive option, specifically for freelancers and small companies.
HubSpot has a free variation, but advanced features need a higher-tier paid subscription.
Functions and Complexity:.
offers a more thorough suite of functions, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s smooth combination with Gmail is advantageous for users heavily reliant on email interaction.
As a self-employed reporter, managing your hiring process and client relationships is paramount to your success. offers a cost effective and intuitive service that flawlessly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it might not have the innovative features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect 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 efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.