As an experienced freelance journalist, I comprehend the difficulties of managing jobs, tracking leads, and nurturing client relationships. In this article, I will delve into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for beginners hey guys welcome back in this video I will be revealing you how to use Streak Crm Outlook Addin for your customer relations collaboration interaction and far more so let’s get into it first off you require to go to streak.com and you will arrive on this site right here now is a kind of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is truly remarkable and I’ll show you how to do that as a complete beginner it will help you personalize a perfect process for your group and you will have the ability 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 once you get to the site you’ll get this option here which is add 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 included okay it’s done and now it is adding to Gmail and it will take me directly 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 just sign in make certain to sign.
into the exact same Gmail that you have actually included the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click on permit after adding this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting recently viewed all tracked e-mails and upgraded reply and after that we have this new choice which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this resembles our brand-new control panel for here I’ll be able to create 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 brand-new pipeline let’s really do that you will click on brand-new pipeline here and we have various 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 actually a lead contacted pitched demonstration working out close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern industry deal size company size close rate e-mail thread count days and state and notes so if you want to add another phase you will click this Plus at the top and you will offer your phase a name let’s state that you actually wanted to create another um you know phase here for instance let’s say I didn’t have no strings so I can develop right here.
and you can provide it your color so we can actually choose different colors for each of the stages but I believe all of these are actually currently developed so this is really pretty remarkable what I will do is I will in fact eliminate this one and if you seem like there is um I believe pitched and demonstration are sort of like the very same thing we just choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s eliminate the demonstration here and after that we have negotiating with negotiating I can go with 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 desire so you will click on this plus here and we have totally free form a date check box drop down General email e-mail 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 really missing out on and I’ll actually reorganize and put the notes here all right 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 really find something else within the general where we have created by date produced followers and more so I in fact want to choose the developed.
by or possibly the fans because I want to track my employee that are in fact following this so I will you know 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 options offered within streak is really among the simplest and one of the most uh you understand flexible out there it’s extremely easy to use with design templates we have jobs too within my task once again if I didn’t wish to choose these sales if I finished with jobs then I can go with the project stages right here and 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 also have organization Dev here you can see then we have hiring so if you do hiring then this is going to be your phases task search financier fundraising others realty support and custom-made So within our assistance you can see we have actually inbound designated dealing with dealt with and noise this is in fact respectable and we also have customized where I can actually start something from the scratch completely according to my organization for me we merely have the sales so I’m gon na opt for the sales here and click produce private 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 simply take a second for a street to produce a pipeline for me so you can see this actually looks pretty good now I will have the ability to add my Lead Series so you can in fact click on this drop down and we have handle stage or rename so as I proceed as I add various leads here what I I will do is I’ll just simply click and I’ll have the ability to include 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 section here and let’s simply call it new and click on get in so now you can see we have one lead developed 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 new 2 we can really open this up in a brand-new tab from here too but 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 state there was a called too there’s one negotiating so I’ll just simply click brand-new now once you produce a lead we can really 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 created and we have all of these various columns we have the fields that we produced keep in mind and after that we have welcome teammates so from here I can invite the staff member we have include columns we have e-mails files and remarks you can change to the e-mails and it will reveal you the e-mails that you got in files we can even upload 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 develop a lead within your once you’re made with this you can in fact click get in 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 two 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 erasing and sharing too uh one more thing with srix at the top you will have the ability to see we have private choice we have these three dots where we can find these stages Combinations and automation this is one of the important ones click on this link and you’ll have the ability to really integrate um other apps within yourr transfer data for alerts for automations custom constructs and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they really easily and produce our CSV files likewise now I can change to my different folders that we have here and I can produce a brand-new pipeline we can switch to our simple Gmail very easily from here and it will also show me the emails that I will be getting for my pipelines that I have produced we will even have our merge emails now with our so this is the merge email and with merge email what takes place is I can in fact develop a follow-up e-mails and various storage e-mails here and we have active instructs so utilizing is really simple you can begin for free by simply adding the integration and now you know how to utilize as a total newbie don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me provide some context about my profession and how it associates with. As a self-employed journalist, I’ve worked with many clients, handled several tasks simultaneously, and kept a comprehensive network of contacts. Juggling these duties can be overwhelming, and I recognized the requirement for a central system to streamline my operations.
In my mission for a solution, I explored various 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.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly incorporates with Gmail, making it ideal for independent reporters who heavily depend on e-mail communication. Here are some key advantages of using for your freelance journalism employing process:.
Instinctive Email Tracking and Company:.
permits you to track and organize your emails effortlessly, giving you a clear overview of your communications with clients, leads, and partners.
You can create customizable pipelines directly within your inbox, making it simple to monitor the development and handle of your tasks and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to imagine and handle your sales process from list building to job conclusion.
You can classify contacts, create custom stages, set pointers, and track interactions, making sure that no chance slips through the fractures.
Seamless Partnership and Teamwork:.
facilitates collaboration by permitting you to share pipelines and communicate with employee within the platform.
You can appoint tasks, share important e-mails, and collaborate in real-time, enhancing efficiency and ensuring everyone remains on the same page.
‘s flexible workflow system enables you to tailor your pipelines and automate repeated tasks.
You can produce design templates for typical email actions, schedule follow-ups, and set up tips, saving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, offers benefits in regards to coding and software application advancement. Here’s how:.
supplies a robust API and extensive developer paperwork, making it easy to incorporate with other tools and build custom services.
This flexibility enables independent journalists with coding skills to extend the functionality of and tailor it to their particular needs.
Project Management for Software Development:.
‘s pipeline feature can be adjusted to handle software advancement jobs, from ideation to implementation.
You can produce custom phases for various development phases, appoint jobs to employee, and track development effectively.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
User-friendly user interface and easy-to-use functions, minimizing the finding out curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collective functions that boost teamwork and communication.
Developer-friendly API for integration and customization.
Cost-efficient solution for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation features.
Reliance on Gmail for complete functionality, restricting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
offers a more cost effective solution, particularly for freelancers and small companies.
HubSpot has a free version, however advanced functions require a higher-tier paid membership.
Features and Intricacy:.
supplies a more detailed suite of functions, including sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, offering a streamlined experience.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is helpful for users heavily reliant on email communication.
As an independent reporter, handling your hiring process and client relationships is critical to your success. offers a user-friendly and budget-friendly solution that seamlessly incorporates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a material, author, or editor developer, can empower you to take control of your freelance journalism career 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.