As a skilled freelance journalist, I understand the difficulties of managing projects, tracking leads, and supporting customer relationships. In this article, I will dive into the benefits of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey people invite back in this video I will be showing you how to utilize Sugar Crm Vs Streak for your customer relations partnership interaction and much more so let’s get into it first off you need to go to streak.com and you will arrive at this site right here now is a kind of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is actually fantastic and I’ll reveal you how to do that as a complete novice it will assist you personalize a best process for your group and you will have the ability to get your work done now let’s really enter the procedure now is readily available as an extension and it’s entirely totally free so once you get to the site you’ll get this choice here which is add to Chrome and you’re.
going to select this one now it will take you to Chrome dot google.com extensions and this is our extension here click add to Chrome click on ADD extension and your extension will be added okay 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 sign in make certain to sign.
into the same Gmail that you have actually included the uh you know streak to now it will ask you for your access and we’re gon na just scroll down and click on allow after including this is what your Gmail will look like now you can see here in our simple you understand folders we are getting recently viewed all tracked e-mails 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 new dashboard for here I’ll be able to produce a brand-new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go create a new pipeline let’s actually do that you will click on brand-new pipeline here and we have different choices first off we have the stages so this is where you will choose these phases for your pipeline and you can actually we have a lead called pitched demonstration negotiating close phone closed uh you know then we have supporting all right then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority industry deal size company size close rate email thread count days and state and keeps in mind so if you want to include another stage you will click this Plus at the top and you will provide your phase a name let’s state that you really wanted to create another um you know phase here for example let’s say I didn’t have no strings so I can create right here.
and you can offer it your color so we can in fact pick various colors for each of the stages however I think all of these are really already created 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 demo are kind of like the exact same thing we just opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s eliminate the demo here and then 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 various fields that you want so you will click on this plus here and we have totally free type a date check box drop down General email e-mail tracking task calls and meetings 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 opt for this one here this is the field that was in fact missing and I’ll in fact rearrange and put the notes here okay email thread count close date all right business’s size deal size and Business size okay let’s eliminate the business size and I’m gon na really find something else within the basic where we have actually produced by date developed fans and more so I in fact want to opt for the created.
by or possibly the followers since I want to track my employee that are really following this so I will you understand 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 available within streak is actually among the simplest and among the most uh you understand flexible out there it’s extremely easy to use with design templates we have tasks too within my job once again if I didn’t want to go for these sales if I did with tasks then I can choose the task stages right here and once again the fields the procedure is going to be comparable you will choose these stages from here on this plus button here and you can likewise provide it various different colors we likewise have organization Dev here you can see then we have employing so if you do hiring then this is going to be your stages task search financier fundraising others property assistance and customized So within our support you can see we have incoming designated dealing with solved and noise this is in fact respectable and we likewise have custom where I can really start something from the scratch completely according to my business for me we just have the sales so I’m gon na opt for the sales here and click develop private or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click develop now it will simply take a 2nd for a street to produce a pipeline for me so you can see this in fact looks respectable now I will have the ability to include my Lead Series so you can really click this drop down and we have manage phase or relabel so as I continue as I include different 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 include 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 go into 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 new I’m going to add another lead let’s call it brand-new two we can actually 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 two leads then let’s state there was a gotten in touch with as well there’s one working out so I’ll just merely click brand-new now when you produce a lead we can in fact click here and it will now open up the different fields that we included so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we created keep in mind and after that we have invite colleagues so from here I can welcome the employee we have include columns we have emails files and remarks you can change to the e-mails 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 once again we have the call log we have our conference notes and we even have our.
accessories so this is how you produce a lead within your once you’re finished with this you can really click on enter and it will be closed now it will reveal you something like this we have all of our information 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 different leads from here the stages and we can perform bulk actions such as erasing and sharing also uh one more thing with srix at the top you will be able to see we have private alternative we have these 3 dots where we can discover these phases Integrations and automation this is one of the essential ones click on this link and you’ll have the ability to actually incorporate um other apps within yourr transfer information for notifications for automations customized develops and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they really quickly and create our CSV files similarly now I can change to my various folders that we have here and I can create a brand-new pipeline we can switch to our easy Gmail extremely quickly from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have developed we will even have our merge emails now with our so this is the merge email and with merge e-mail what takes place is I can in fact produce a follow-up e-mails and different storage e-mails here and we have active instructs so utilizing is really easy you can start totally free by just adding the combination and now you understand how to use as a total beginner don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me offer some context about my profession and how it connects to. As a self-employed journalist, I’ve dealt with numerous customers, handled several tasks concurrently, and maintained a substantial network of contacts. Balancing these responsibilities can be overwhelming, and I recognized the requirement for a central system to improve my operations.
In my mission for an option, I checked out different platforms but discovered them to be either too complicated or too costly for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly incorporates with Gmail, making it ideal for self-employed journalists who heavily count on e-mail communication. Here are some key benefits of using for your freelance journalism employing process:.
User-friendly Email Tracking and Organization:.
allows you to track and organize your e-mails easily, providing you a clear summary of your interactions with clients, leads, and collaborators.
You can produce customizable pipelines straight within your inbox, making it simple to handle and keep an eye on the development of your tasks and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to picture and handle your sales process from list building to task completion.
You can categorize contacts, develop custom phases, set pointers, and track interactions, making sure that no opportunity slips through the fractures.
Seamless Collaboration and Team Effort:.
facilitates cooperation by permitting you to share pipelines and interact with employee within the platform.
You can designate jobs, share essential emails, and work together in real-time, boosting efficiency and making sure everyone remains on the same page.
‘s flexible workflow system enables you to tailor your pipelines and automate recurring tasks.
You can create templates for typical e-mail responses, schedule follow-ups, and set up pointers, conserving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, provides benefits in terms of coding and software advancement. Here’s how:.
provides a robust API and extensive developer documentation, making it simple to integrate with other tools and construct custom options.
This flexibility enables freelance reporters with coding skills to extend the functionality of and tailor it to their particular requirements.
Task Management for Software Advancement:.
‘s pipeline function can be adjusted to handle software development jobs, from ideation to implementation.
You can develop custom phases for different development phases, assign jobs to staff member, and track progress efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and easy-to-use functions, decreasing the finding out curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collaborative functions that enhance team effort and communication.
Developer-friendly API for integration and customization.
Cost-effective service for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for full performance, restricting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more inexpensive option, specifically for freelancers and small businesses.
HubSpot has a complimentary variation, but advanced features need a higher-tier paid membership.
Features and Intricacy:.
provides a more thorough suite of features, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s seamless combination with Gmail is helpful for users heavily reliant on e-mail interaction.
As an independent journalist, handling your hiring procedure and customer relationships is critical to your success. deals a cost effective and user-friendly solution that perfectly integrates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it might not have the sophisticated features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, author, or material creator, can empower you to take control of your freelance journalism profession by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.