As an experienced freelance journalist, I comprehend the difficulties of managing projects, tracking leads, and nurturing customer relationships. In this short article, I will dive into the advantages of using 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 novices hey people welcome back in this video I will be showing you how to use Streak Crm Multiple Pipeline for your client relations cooperation communication and far more so let’s enter it firstly you require to go to streak.com and you will arrive at this site right here now is a type of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is actually remarkable and I’ll reveal you how to do that as a total beginner it will assist you personalize a best process for your team and you will have the ability to get your work done now let’s really get into the procedure now is offered as an extension and it’s totally complimentary 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 contribute to Chrome click on ADD extension and your extension will be added 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 merely check in make sure to sign.
into the very same Gmail that you have included the uh you understand streak to now it will ask you for your access and we’re gon na simply scroll down and click allow after including this is what your Gmail will look like now you can see here in our basic you know folders we are getting recently seen all tracked e-mails and updated reply and after that we have this brand-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 resembles our brand-new control panel for here I’ll be able to develop 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 new pipeline let’s actually do that you will click on brand-new pipeline here and we have various choices first off we have the stages so this is where you will pick these stages for your pipeline and you can really we have actually a lead called 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 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 include another stage you will click on this Plus on top and you will provide your stage a name let’s say that you really wished to create another um you understand phase here for instance let’s say I didn’t have no strings so I can create right here.
and you can give it your color so we can really choose various colors for each of the stages however I think all of these are really already created so this is in fact pretty remarkable what I will do is I will in fact eliminate this one and if you seem like there is um I think pitched and demonstration are sort of like the same thing we simply opt for the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s get rid of the demonstration here and after that we have working out with negotiating I can go with 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 different fields that you desire so you will click on this plus here and we have totally free kind a date check box fall General email email tracking job 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 choose this one here this is the field that was actually missing out on and I’ll actually rearrange and put the notes here okay e-mail thread count close date alright business’s size offer size and Company size fine let’s eliminate the company size and I’m gon na actually discover something else within the basic where we have developed by date produced followers and more so I actually wish to choose the created.
by or possibly the fans due to the fact that I wish to keep an eye on my employee that are in fact following this so I will you understand 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 available within streak is in fact one of the most convenient and one of the most uh you know versatile out there it’s extremely easy to use with templates we have projects too within my job once again if I didn’t want to choose these sales if I did with tasks then I can go with the job phases right here and once again the fields the process is going to be similar you will select these stages from here on this plus button here and you can also offer it various various colors we also have organization Dev here you can see then we have employing so if you do hiring then this is going to be your stages job search investor fundraising others real estate support and customized So within our support you can see we have actually inbound appointed dealing with dealt with and sound this is in fact pretty good and we also have custom-made where I can actually start something from the scratch totally according to my company for me we simply have the sales so I’m gon na opt for the sales here and click create private or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click on create 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 be able to add my Lead Series so you can in fact click on this drop down and we have manage stage 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 be able to add 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 section here and let’s just call it new and click on enter so now you can see we have one lead produced let’s state that there is really 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 two we can in fact open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work in this manner now you can see we have 2 leads then let’s say there was a called as well there’s one working out so I’ll just simply click on brand-new now when you create a lead we can actually click here and it will now open up the different fields that we included so this is a new Elite that I produced and we have all of these various columns we have the fields that we developed remember and after that we have invite colleagues so from here I can welcome the team members we have include columns we have emails files and remarks you can switch to the emails and it will reveal you the emails that you got in files we can even submit 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.
attachments so this is how you develop a lead within your as soon as you’re made with this you can actually click go into 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 select different leads from here the stages and we can perform bulk actions such as deleting and sharing too uh another thing with srix at the top you will be able to see we have personal alternative we have these 3 dots where we can discover these phases Combinations and automation this is one of the crucial ones click on this link and you’ll be able to actually incorporate um other apps within yourr transfer data for notifications for automations customized constructs and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they really easily and create our CSV files likewise now I can change to my different folders that we have here and I can create a new pipeline we can switch to our easy Gmail really easily from here and it will also reveal me the emails that I will be getting for my pipelines that I have actually produced we will even have our combine e-mails now with our so this is the combine e-mail and with combine e-mail what takes place is I can really develop a follow-up e-mails and different storage emails here and we have active instructs so utilizing is really easy you can get going free of charge by simply including the integration and now you understand how to utilize as a total newbie don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me supply some context about my profession and how it connects to. As a self-employed journalist, I’ve dealt with numerous customers, handled multiple tasks all at once, and kept a substantial network of contacts. Juggling these duties can be overwhelming, and I acknowledged the need for a centralized system to simplify my operations.
In my quest for an option, I checked out different platforms however found them to be either too intricate or too costly for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly integrates with Gmail, making it perfect for self-employed reporters who heavily count on email communication. Here are some essential advantages of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Organization:.
allows you to track and arrange your emails easily, giving you a clear summary of your interactions with customers, leads, and collaborators.
You can produce customizable pipelines directly within your inbox, making it simple to handle and keep an eye on the progress of your jobs and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to imagine and handle your sales procedure from list building to job completion.
You can classify contacts, develop customized phases, set tips, and track interactions, guaranteeing that no chance slips through the cracks.
Seamless Collaboration and Teamwork:.
facilitates collaboration by enabling you to share pipelines and interact with team members within the platform.
You can designate tasks, share essential e-mails, and collaborate in real-time, improving performance and ensuring everyone remains on the exact same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repeated tasks.
You can produce design templates for typical email responses, schedule follow-ups, and established tips, conserving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, offers advantages in regards to coding and software development. Here’s how:.
offers a robust API and substantial designer paperwork, making it simple to integrate with other tools and construct customized solutions.
This flexibility allows freelance journalists with coding abilities to extend the functionality of and tailor it to their specific needs.
Task Management for Software Application Advancement:.
‘s pipeline function can be adjusted to handle software development jobs, from ideation to deployment.
You can develop custom-made stages for different advancement stages, designate tasks to employee, and track progress efficiently.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
User-friendly interface and user friendly functions, decreasing the finding out curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collaborative features that enhance team effort and interaction.
Developer-friendly API for integration and personalization.
Cost-efficient option for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation functions.
Reliance on Gmail for full functionality, limiting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more budget friendly solution, specifically for freelancers and small companies.
HubSpot has a totally free version, however advanced features need a higher-tier paid membership.
Features and Intricacy:.
offers a more extensive suite of features, consisting of sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, offering a structured experience.
Both and integrate with different third-party tools.
‘s seamless combination with Gmail is advantageous for users greatly reliant on email interaction.
As a self-employed journalist, handling your hiring process and customer relationships is paramount to your success. deals a cost effective and instinctive option that effortlessly integrates with Gmail, allowing you to simplify your operations and focus on your craft. While it may not have the innovative functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re an editor, writer, or material developer, can empower you to take control of your freelance journalism profession by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.