As a skilled freelance journalist, I comprehend the obstacles of handling projects, tracking leads, and nurturing customer relationships. In this short article, I will dive into the advantages of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for beginners hey people invite back in this video I will be showing you how to use Streak Crm Sales Navigator for your customer relations partnership interaction and far more so let’s enter it firstly you require to go to streak.com and you will arrive on this website right here now is a sort of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is really remarkable and I’ll reveal you how to do that as a total novice it will help you personalize an ideal process for your group and you will have the ability to get your work done now let’s in fact get into the process now is readily available as an extension and it’s totally totally free so once you get to the website you’ll get this option 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 included alright 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 just check in make sure to sign.
into the exact same Gmail that you have included the uh you know streak to now it will ask you for your access and we’re gon na merely scroll down and click allow after adding 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 after that we have this 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 combines so you can see this resembles our brand-new dashboard for here I’ll have the ability to create a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go develop a brand-new pipeline let’s actually do that you will click brand-new pipeline here and we have different choices first off we have the stages so this is where you will pick these phases for your pipeline and you can really we have actually a lead contacted pitched demonstration negotiating close phone closed uh you know then we have supporting fine then we have Fields so in fields we have a date of last e-mail last email from lead Source priority market deal size business size close rate email thread count days and state and keeps in mind so if you want to include another phase you will click on this Plus at the top and you will give your phase a name let’s say that you actually wished to develop another um you know stage here for instance let’s say I didn’t have no strings so I can develop right here.
and you can offer it your color so we can in fact choose different colors for each of the stages but I believe all of these are really currently produced so this is actually quite excellent what I will do is I will actually get rid of this one and if you seem like there is um I think pitched and demo are type of like the same thing we just go with the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s eliminate the demo here and then 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 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 in fact missing out on and I’ll really reorganize and put the notes here fine email thread count close date all right company’s size deal size and Company size alright let’s get rid of the company size and I’m gon na in fact find something else within the basic where we have produced by date produced followers and more so I actually wish to go for the developed.
by or maybe the followers due to the fact that I wish to track my employee that are in fact following this so I will you understand put it right here now these are the a few of the fields that I desired for my pipeline now you can see there are a lot of choices offered within streak is actually one of the most convenient and one of the most uh you know flexible out there it’s very easy to use with design templates we have tasks too within my project once again if I didn’t want to opt for these sales if I made with projects then I can go with the job phases right here and 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 likewise give it different different colors we likewise have business Dev here you can see then we have hiring so if you do working with then this is going to be your stages task search investor fundraising others real estate assistance and customized So within our support you can see we have inbound designated dealing with solved and sound this is really respectable and we also have custom where I can in fact start something from the scratch totally according to my organization for me we just have the sales so I’m gon na choose the sales here and click create personal or.
shared so I will be sharing this with a team member so I’m going to opt for 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 really looks respectable now I will be able to add my Lead Series so you can in fact click this drop down and we have handle stage or relabel so as I proceed as I include various 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 add a box so click 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 go into so now you can see we have actually one lead created let’s state 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 new two we can actually open this up in a brand-new tab from here too however I’m just for now I’m just gon na work in this manner now you can see we have two leads then let’s state there was a gotten in touch with also there’s one working out so I’ll just simply click brand-new now when you develop a lead we can really click here and it will now open the various fields that we included so this is a brand-new Elite that I developed 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 emails files and comments you can change to the emails and it will show you the e-mails that you got in files we can even submit files and after that 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.
attachments so this is how you produce a lead within your when you’re made with this you can really click enter and it will be closed now it will reveal you something like this we have all of our data 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 various leads from here the stages and we can perform bulk actions such as deleting and sharing too uh another thing with srix on top you will be able to see we have private alternative we have these three dots where we can find these phases Combinations and automation this is one of the essential ones click here 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 information they extremely quickly and create our CSV files likewise now I can switch to my various folders that we have here and I can produce a brand-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 created we will even have our combine emails now with our so this is the combine e-mail and with combine e-mail what takes place is I can actually develop a follow-up e-mails and different storage e-mails here and we have active instructs so using is really simple you can get started free of charge by simply including the combination and now you know how to utilize as a total newbie do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me provide some context about my career and how it associates with. As an independent reporter, I’ve dealt with various customers, managed numerous jobs all at once, and kept an extensive network of contacts. Juggling these obligations can be frustrating, and I acknowledged the need for a centralized system to streamline my operations.
In my quest for a solution, I explored different platforms however found them to be either too intricate or too expensive for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly integrates with Gmail, making it perfect for self-employed journalists who greatly depend on email communication. Here are some key benefits of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Company:.
permits you to track and organize your emails effortlessly, giving you a clear summary of your communications with clients, leads, and collaborators.
You can create adjustable pipelines directly within your inbox, making it simple 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, develop custom stages, set reminders, and track interactions, ensuring that no opportunity slips through the fractures.
Smooth Partnership and Teamwork:.
assists in partnership by enabling you to share pipelines and interact with team members within the platform.
You can assign tasks, share essential emails, and collaborate in real-time, boosting productivity and making sure everybody remains on the exact same page.
‘s flexible workflow system allows you to customize your pipelines and automate repetitive tasks.
You can develop templates for common email actions, schedule follow-ups, and set up reminders, saving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, uses benefits in terms of coding and software application development. Here’s how:.
supplies a robust API and extensive developer documents, making it simple to integrate with other tools and build custom-made options.
This flexibility enables self-employed reporters with coding abilities to extend the functionality of and tailor it to their specific needs.
Project Management for Software Advancement:.
‘s pipeline feature can be adjusted to handle software application development tasks, from ideation to release.
You can produce custom stages for different advancement stages, assign tasks to team members, and track development effectively.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and easy-to-use features, decreasing the finding out curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collaborative features that improve team effort and communication.
Developer-friendly API for combination and personalization.
Cost-efficient option for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation functions.
Dependence on Gmail for full performance, limiting compatibility with other email companies.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
offers a more affordable solution, specifically for freelancers and small businesses.
HubSpot has a totally free variation, but advanced functions require a higher-tier paid subscription.
Functions and Intricacy:.
provides a more detailed suite of features, including sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, using a structured experience.
Both and incorporate with numerous third-party tools.
‘s smooth combination with Gmail is useful for users greatly reliant on e-mail interaction.
As an independent reporter, managing your hiring procedure and customer relationships is vital to your success. deals a inexpensive and instinctive solution that perfectly integrates with Gmail, allowing you to streamline your operations and focus on your craft. While it may not have the sophisticated features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a material, editor, or writer developer, 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 effect of Streak CRM in your freelance journalism undertakings.