As a skilled freelance journalist, I comprehend the challenges of handling tasks, tracking leads, and supporting client relationships. In this post, I will delve into the advantages of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for beginners hey men welcome back in this video I will be revealing you how to utilize Streak Crm Versions for your customer relations partnership communication and far more so let’s get into it to start with you require to go to streak.com and you will land on this website right here now is a sort of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is actually remarkable and I’ll show you how to do that as a total novice it will help you personalize a perfect procedure for your group and you will have the ability to get your work done now let’s in fact enter into the process now is readily available as an extension and it’s entirely free so when you get to the website you’ll get this alternative here which is contribute to Chrome and you’re.
going to pick this one now it will take you to Chrome dot google.com extensions and this is our extension here click contribute to Chrome click 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 make sure to sign.
into the very same Gmail that you have added the uh you know streak to now it will ask you for your access and we’re gon na simply scroll down and click permit 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 emails and updated reply and after that we have this brand-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 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 actually do that you will click on brand-new pipeline here and we have different alternatives first of all we have the stages so this is where you will select these phases for your pipeline and you can in fact we have actually a lead contacted pitched demo 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 email last e-mail from lead Source priority market offer size company size close rate e-mail thread count days and state and keeps in mind so if you wish to add another stage you will click this Plus at the top and you will give your phase a name let’s say that you really wished to produce another um you understand phase here for example let’s state I didn’t have no strings so I can produce right here.
and you can provide it your color so we can in fact choose various colors for each of the stages however I believe all of these are actually currently created so this is actually quite impressive what I will do is I will actually get rid of this one and if you feel like there is um I believe pitched and demo are sort of like the exact same thing we just go with the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s get rid of the demonstration 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 phases 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 complimentary kind a date check box fall General email email tracking task calls and meetings 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 opt for this one here this is the field that was really missing out on and I’ll in fact reorganize and put the notes here fine email thread count close date alright company’s size offer size and Business size alright let’s eliminate the business size and I’m gon na actually discover something else within the general where we have created by date produced fans and more so I really want to choose the created.
by or possibly the fans because I wish to keep an eye on my team members 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 great deal of alternatives available within streak is in fact one of the most convenient and among the most uh you know versatile out there it’s extremely easy to use with design templates we have jobs too within my project once again if I didn’t want to choose these sales if I did with projects then I can opt for the job stages right here and once again the fields the procedure is going to be comparable you will select these phases from here on this plus button here and you can likewise offer it various various colors we also have organization Dev here you can see then we have working with so if you do employing then this is going to be your stages task search financier fundraising others realty support and customized So within our support you can see we have actually inbound assigned dealing with fixed and sound this is in fact pretty good and we also have custom where I can actually start something from the scratch absolutely according to my service for me we just have the sales so I’m gon na opt for the sales here and click on develop personal 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 produce now it will just take a 2nd for a street to create a pipeline for me so you can see this really looks respectable now I will have the ability to include my Lead Series so you can in fact click on this fall and we have handle phase or rename so as I proceed as I include various leads here what I I will do is I’ll just merely click and I’ll have the ability to include it click on the top here include a box so click ADD box here and I’m going to add a box in the lead section here and let’s just call it new and click go into so now you can see we have one lead produced let’s say that there is in fact closed one so I’m going to include one here let’s just for now let’s call it new I’m going to add another lead let’s call it brand-new two we can really open this up in a brand-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 2 leads then let’s state there was a gotten in touch with too there’s one working out so I’ll just simply click on brand-new now when you produce a lead we can really click here and it will now open the various fields that we added so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we produced remember and then we have invite colleagues so from here I can invite the employee we have add columns we have e-mails files and comments you can switch 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 create a lead within your once you’re made with this you can actually click get in and it will be closed now it will reveal 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 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 another thing with srix on top you will be able to see we have personal alternative we have these 3 dots where we can find these phases Combinations and automation this is one of the crucial ones click on this link and you’ll be able to really incorporate um other apps within yourr transfer data for notices for automations custom develops and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they very quickly and produce our CSV files likewise now I can switch to my different folders that we have here and I can produce a new pipeline we can change to our simple Gmail extremely quickly from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have developed we will even have our combine e-mails now with our so this is the merge email and with combine e-mail what happens is I can in fact create a follow-up e-mails and various storage emails here and we have active instructs so using is actually simple you can begin for free by simply including the integration and now you know how to use as a complete beginner don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me supply some context about my career and how it relates to. As a freelance reporter, I have actually dealt with many customers, handled multiple jobs simultaneously, and preserved an extensive network of contacts. Juggling these duties can be overwhelming, and I recognized the need for a centralized system to enhance my operations.
In my mission for an option, I checked out numerous platforms however discovered them to be either too costly or too complicated 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 customer relationship management tool that seamlessly integrates with Gmail, making it perfect for self-employed reporters who greatly depend on e-mail communication. Here are some key benefits of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Company:.
permits you to track and organize your e-mails easily, offering you a clear overview of your communications with clients, leads, and partners.
You can produce adjustable pipelines directly within your inbox, making it easy to keep an eye on the progress and handle of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to visualize and manage your sales process from list building to project completion.
You can categorize contacts, create custom-made stages, set tips, and track interactions, making sure that no opportunity slips through the cracks.
Seamless Collaboration and Teamwork:.
facilitates partnership by allowing you to share pipelines and interact with staff member within the platform.
You can assign tasks, share crucial emails, and collaborate in real-time, boosting productivity and guaranteeing everyone remains on the very same page.
‘s flexible workflow system enables you to tailor your pipelines and automate repeated jobs.
You can develop templates for common email reactions, schedule follow-ups, and established suggestions, saving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in independent journalism, offers advantages in regards to coding and software application development. Here’s how:.
provides a robust API and extensive designer documents, making it easy to incorporate with other tools and build custom services.
This flexibility allows freelance journalists with coding skills to extend the performance of and customize it to their particular needs.
Job Management for Software Development:.
‘s pipeline feature can be adapted to manage software advancement jobs, from ideation to deployment.
You can develop custom phases for different advancement stages, designate tasks to employee, and track development effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and user friendly features, decreasing the learning curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collaborative features that boost teamwork and communication.
Developer-friendly API for combination and modification.
Cost-effective service for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for complete functionality, limiting compatibility with other email providers.
Contrast with HubSpot CRM:.
While offers considerable benefits for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more cost effective option, especially for freelancers and small businesses.
HubSpot has a totally free version, however advanced functions require a higher-tier paid subscription.
Functions and Complexity:.
offers a more extensive suite of functions, consisting of innovative marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Both and incorporate with different third-party tools.
‘s seamless combination with Gmail is beneficial for users heavily reliant on e-mail interaction.
As a freelance reporter, handling your hiring procedure and customer relationships is paramount to your success. deals a instinctive and economical option that flawlessly incorporates with Gmail, enabling you to streamline your operations and focus on your craft. While it may not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a material, writer, or editor creator, can empower you to take control of your freelance journalism career 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.