As a seasoned freelance journalist, I understand the challenges of managing tasks, tracking leads, and supporting customer relationships. In this short article, I will dig into the advantages of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for beginners hey people welcome back in this video I will be revealing you how to use Streak Crm Vs Insightly for your customer relations collaboration interaction and a lot more so let’s enter into it firstly you require to go to streak.com and you will arrive at this site right here now is a sort of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is truly remarkable and I’ll reveal you how to do that as a total beginner it will assist you personalize an ideal process for your team and you will be able to get your work done now let’s really get into the process now is readily available as an extension and it’s completely free so as soon as you get to the website you’ll get this alternative here which is add 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 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 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 merely check in ensure to sign.
into the exact same Gmail that you have added the uh you know streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click enable after including this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting recently viewed all tracked emails and updated reply and then we have this brand-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 develop a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go produce a brand-new pipeline let’s in fact do that you will click on brand-new pipeline here and we have different alternatives firstly we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have actually a lead called pitched demonstration working out close phone closed uh you understand then we have supporting 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 notes so if you wish to include another phase you will click on this Plus on top and you will provide your stage a name let’s state that you in fact wanted to develop another um you know phase here for instance let’s state I didn’t have no strings so I can develop right here.
and you can provide it your color so we can actually pick different colors for each of the stages however I believe all of these are really already developed so this is actually pretty remarkable what I will do is I will really eliminate this one and if you seem like there is um I believe pitched and demo are sort of like the exact same thing we simply choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s get rid of 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 stages then I will scroll down to the fields here with each pipeline what are the various fields that you desire so you will click this plus here and we have complimentary type a date check box drop down General e-mail 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 go with this one here this is the field that was actually missing and I’ll in fact rearrange and put the notes here okay e-mail thread count close date okay business’s size deal size and Company size alright 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 developed fans and more so I really want to choose the developed.
by or perhaps the fans because I want to monitor my staff member that are actually following this so I will you know 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 in fact one of the easiest and among the most uh you understand flexible out there it’s very easy to use with templates we have tasks too within my task again if I didn’t wish to opt for these sales if I made with tasks then I can choose the project phases right here and again the fields the process is going to be comparable you will pick these phases from here on this plus button here and you can also offer it various different colors we also have company Dev here you can see then we have working with so if you do hiring then this is going to be your stages task search investor fundraising others realty support and customized So within our assistance you can see we have inbound assigned dealing with fixed and sound this is actually pretty good and we also have custom where I can in fact start something from the scratch completely according to my service for me we merely have the sales so I’m gon na go with the sales here and click develop private 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 develop now it will just take a 2nd for a street to develop a pipeline for me so you can see this really looks pretty good now I will be able to include my Lead Series so you can in fact click this drop down and we have handle phase or relabel so as I proceed as I include different leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click on 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 just call it brand-new and click on enter so now you can see we have actually one lead produced let’s state that there is in fact 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 add another lead let’s call it new two 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 this way now you can see we have two leads then let’s state there was a gotten in touch with as well there’s one working out so I’ll just simply click on brand-new now as soon as you develop 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 new Elite that I developed and we have all of these different columns we have the fields that we created remember and after that we have invite teammates so from here I can welcome the team members we have add columns we have e-mails files and comments 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 comments at the top here again we have the call log we have our conference 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 actually click go into 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 2 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 carry out bulk actions such as deleting and sharing also uh one more thing with srix at the top you will have the ability to see we have private option we have these 3 dots where we can discover these phases Combinations and automation this is among the important ones click on this link and you’ll have the ability to in fact incorporate um other apps within yourr transfer data for notices for automations custom-made builds and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they very easily and develop our CSV files likewise now I can switch to my different folders that we have here and I can develop a new pipeline we can change to our simple Gmail really easily from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have actually created we will even have our combine emails now with our so this is the merge email and with combine e-mail what occurs is I can actually create a follow-up emails and various storage emails here and we have active advises so utilizing is actually easy you can begin free of charge by simply adding the combination and now you understand how to use as a complete 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 relates to. As a self-employed reporter, I have actually worked with many customers, handled multiple projects at the same time, and maintained a substantial network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the need for a centralized system to simplify my operations.
In my quest for a service, I explored various platforms but discovered them to be either too complicated 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 customer relationship management tool that effortlessly integrates with Gmail, making it perfect for freelance journalists who greatly count on e-mail communication. Here are some crucial advantages of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Company:.
permits you to track and arrange your e-mails effortlessly, giving you a clear introduction of your communications with clients, leads, and partners.
You can produce customizable pipelines straight within your inbox, making it simple to manage and keep an eye on the progress of your assignments and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and manage your sales procedure from list building to project conclusion.
You can categorize contacts, develop custom stages, set reminders, and track interactions, making sure that no opportunity slips through the fractures.
Smooth Cooperation and Team Effort:.
assists in partnership by enabling you to share pipelines and communicate with team members within the platform.
You can designate jobs, share crucial emails, and collaborate in real-time, improving productivity and ensuring everybody remains on the exact same page.
‘s versatile workflow system allows you to personalize your pipelines and automate recurring tasks.
You can create design templates for typical email actions, schedule follow-ups, and established pointers, conserving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, offers benefits in terms of coding and software development. Here’s how:.
offers a robust API and substantial designer documents, making it simple to incorporate with other tools and develop custom-made solutions.
This versatility allows freelance reporters with coding abilities to extend the performance of and tailor it to their specific requirements.
Project Management for Software Advancement:.
‘s pipeline function can be adapted to handle software development projects, from ideation to deployment.
You can develop custom-made phases for various advancement stages, appoint jobs to team members, and track development effectively.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive interface and easy-to-use features, minimizing the finding out curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collective features that improve team effort and interaction.
Developer-friendly API for combination and customization.
Cost-efficient service for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for complete performance, restricting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more cost effective solution, specifically for freelancers and small companies.
HubSpot has a complimentary variation, however advanced features need a higher-tier paid membership.
Functions and Intricacy:.
supplies a more detailed suite of functions, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, offering a streamlined experience.
Both and integrate with different third-party tools.
‘s smooth integration with Gmail is beneficial for users greatly reliant on email interaction.
As a freelance journalist, managing your hiring process and client relationships is critical to your success. deals a budget friendly and user-friendly service that effortlessly incorporates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re an editor, material, or writer creator, can empower you to take control of your freelance journalism career by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.