As a seasoned freelance reporter, I comprehend the challenges of managing tasks, tracking leads, and supporting client relationships. In this post, I will dive into the advantages of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for novices hey guys welcome back in this video I will be revealing you how to use Sugar Crm With Streak for your customer relations cooperation interaction and much more so let’s enter into it first off you need to go to streak.com and you will arrive 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 Hub and we can really turn our Gmail into a platform which is really incredible and I’ll show you how to do that as a complete beginner it will assist you customize a best process for your group and you will be able to get your work done now let’s actually get into the process now is readily available as an extension and it’s entirely free so once you get to the site you’ll get this alternative 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 on add to Chrome click on ADD extension and your extension will be added okay 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 just check in make certain 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 upgraded reply and after that we have this new option which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this is like our brand-new dashboard for here I’ll have the ability to produce a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go develop a brand-new pipeline let’s really do that you will click on new pipeline here and we have various options to start with we have the stages so this is where you will select these stages for your pipeline and you can really we have a lead gotten in touch with pitched demo negotiating close phone closed uh you understand 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 offer size company size close rate email thread count days and state and keeps in mind so if you wish to include another stage you will click this Plus on top and you will provide your phase a name let’s say that you really wanted to create another um you know phase here for instance let’s say I didn’t have no strings so I can create right here.
and you can give it your color so we can in fact pick various colors for each of the stages however I think all of these are really currently developed so this is really quite excellent what I will do is I will actually eliminate this one and if you feel like there is um I think pitched and demonstration are type of like the exact same thing we simply opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s get rid of the demonstration here and then we have working out with negotiating I can choose 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 desire so you will click this plus here and we have free form a date check box fall General e-mail email tracking task calls and conferences 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 go with this one here this is the field that was actually missing out on and I’ll actually reorganize and put the notes here alright email thread count close date fine business’s size offer size and Company size fine let’s get rid of the business size and I’m gon na actually find something else within the general where we have actually produced by date created fans and more so I actually wish to choose the developed.
by or perhaps the fans because I want to keep an eye on my employee that are actually following this so I will you understand 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 great deal of choices readily available within streak is really one of the easiest and one of the most uh you know flexible out there it’s extremely easy to use with templates we have jobs too within my job again if I didn’t wish to opt for these sales if I made with tasks then I can go with the job phases right here and once 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 likewise have company Dev here you can see then we have hiring so if you do working with then this is going to be your phases job search financier fundraising others property support and custom-made So within our assistance you can see we have actually inbound assigned dealing with resolved and sound this is really pretty good and we also have custom-made where I can actually start something from the scratch completely according to my organization for me we simply have the sales so I’m gon na opt for the sales here and click on create personal or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click on create now it will simply take a 2nd for a street to develop a pipeline for me so you can see this in fact looks respectable now I will be able to add my Lead Series so you can really click on this fall and we have handle phase or rename so as I continue as I add different leads here what I I will do is I’ll just merely click and I’ll be able to add it click on the top here add a box so click ADD box here and I’m going to include a box in the lead section here and let’s just call it brand-new and click enter so now you can see we have one lead developed let’s say that there is actually 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 brand-new 2 we can really open this up in a brand-new tab from here too but I’m just for now I’m just 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 new now as soon as you produce a lead we can really click here and it will now open the different 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 colleagues so from here I can welcome the staff member we have include columns we have e-mails files and comments you can change to the emails and it will reveal you the e-mails that you got in files we can even submit files and after that we have the comments at the top here once again we have the call log we have our conference notes and we even have our.
attachments so this is how you develop a lead within your once you’re made with this you can actually click on 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 gotten in touch with and something like this and this is where you will be getting your list we can pick various leads from here the stages and we can perform bulk actions such as erasing and sharing also uh another thing with srix on top you will be able to see we have private option 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 have the ability to really incorporate um other apps within yourr transfer data for notifications 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 really quickly and develop our CSV files likewise now I can change to my various folders that we have here and I can create a brand-new pipeline we can change to our easy Gmail extremely quickly from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have actually created we will even have our merge emails now with our so this is the merge email and with combine e-mail what occurs is I can really produce a follow-up e-mails and various storage emails here and we have active instructs so utilizing is truly easy you can begin free of charge by simply including the combination and now you understand how to utilize as a complete beginner do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it relates to. As an independent journalist, I’ve worked with many customers, handled several jobs concurrently, and preserved an extensive network of contacts. Balancing these responsibilities can be frustrating, and I acknowledged the need for a centralized system to simplify my operations.
In my quest for an option, I checked out different platforms but found them to be either too expensive or too complicated for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly incorporates with Gmail, making it perfect for self-employed reporters who greatly depend on email interaction. Here are some crucial advantages of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Company:.
allows you to track and arrange your emails easily, providing you a clear introduction of your communications with clients, leads, and collaborators.
You can create personalized pipelines directly within your inbox, making it simple to handle and keep track of the progress of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and manage your sales procedure from list building to job completion.
You can categorize contacts, produce custom-made stages, set tips, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Cooperation and Teamwork:.
helps with cooperation by allowing you to share pipelines and interact with employee within the platform.
You can designate jobs, share important e-mails, and team up in real-time, enhancing productivity and ensuring everyone stays on the same page.
‘s versatile workflow system enables you to personalize your pipelines and automate recurring jobs.
You can create design templates for typical e-mail responses, schedule follow-ups, and set up tips, saving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, provides benefits in regards to coding and software application advancement. Here’s how:.
supplies a robust API and extensive designer paperwork, making it simple to incorporate with other tools and build custom-made options.
This flexibility allows independent reporters with coding abilities to extend the functionality of and customize it to their particular needs.
Job Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to manage software development tasks, from ideation to deployment.
You can develop custom stages for different development phases, appoint tasks to staff member, and track progress effectively.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive interface and user friendly features, decreasing the finding out curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collaborative functions that boost team effort and interaction.
Developer-friendly API for integration and modification.
Cost-effective option for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for full performance, limiting compatibility with other email providers.
Contrast with HubSpot CRM:.
While deals substantial advantages for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more inexpensive option, particularly for freelancers and small companies.
HubSpot has a free version, but advanced functions need a higher-tier paid membership.
Features and Intricacy:.
provides a more extensive suite of features, consisting of advanced marketing automation and analytics.
concentrates on simplicity and ease of use, providing a structured experience.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is beneficial for users heavily reliant on e-mail interaction.
As a freelance journalist, handling your hiring procedure and customer relationships is critical to your success. offers a economical and intuitive solution that perfectly incorporates with Gmail, allowing you to simplify your operations and focus on your craft. While it might not have the advanced functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a material, author, or editor creator, can empower you to take control of your freelance journalism career by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.