As a seasoned freelance journalist, I comprehend the difficulties of managing projects, tracking leads, and supporting customer relationships. In this article, I will dig into the benefits of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for newbies hey guys invite back in this video I will be revealing you how to use What Can Streak Crm Do for your client relations collaboration interaction and a lot more so let’s enter into it to start with you require to go to streak.com and you will arrive on this website right here now is a kind of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is really remarkable and I’ll reveal you how to do that as a complete beginner it will assist you tailor a best procedure for your team and you will have the ability to get your work done now let’s actually enter the procedure now is readily available as an extension and it’s entirely complimentary so once you get to the website you’ll get this choice 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 added 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 certain to sign.
into the very same Gmail that you have actually added the uh you understand streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click on allow after adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting just recently seen all tracked emails and upgraded 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 merges so you can see this is like our new dashboard for here I’ll be able to produce a brand-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 actually do that you will click on new pipeline here and we have different alternatives to start with we have the stages so this is where you will choose these phases for your pipeline and you can actually we have a lead gotten in touch with pitched demo working out close phone closed uh you understand then we have supporting all right then we have Fields so in fields we have a date of last email last email from lead Source top priority market offer size business size close rate email thread count days and state and notes so if you wish to add another stage you will click this Plus at the top and you will give your stage a name let’s state that you actually wished to produce another um you understand stage here for example let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can actually pick different colors for each of the stages but I think all of these are in fact currently produced so this is actually quite impressive what I will do is I will actually eliminate this one and if you seem like there is um I think pitched and demo are sort of like the 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 really let’s eliminate the demo here and after that we have negotiating 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 various fields that you desire so you will click on this plus here and we have totally free kind a date check box fall 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 opt for this one here this is the field that was actually missing and I’ll actually rearrange and put the notes here alright e-mail thread count close date all right company’s size offer size and Business size fine let’s get rid of the business size and I’m gon na actually find something else within the basic where we have actually produced by date produced fans and more so I in fact wish to opt for the produced.
by or perhaps the fans because I wish 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 wanted for my pipeline now you can see there are a great deal of choices available within streak is really one of the easiest and one of the most uh you know versatile out there it’s really easy to use with templates we have tasks too within my task once again if I didn’t wish to choose these sales if I finished with tasks then I can go with the task stages right here and again the fields the process is going to be similar you will pick these phases from here on this plus button here and you can likewise offer it different different colors we likewise have service Dev here you can see then we have employing so if you do working with then this is going to be your phases job search financier fundraising others property support and customized So within our support you can see we have incoming assigned working on solved and sound this is in fact respectable and we also have customized where I can in fact start something from the scratch absolutely according to my organization for me we simply have the sales so I’m gon na go with the sales here and click on produce private 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 produce now it will just take a second for a street to produce a pipeline for me so you can see this in fact looks respectable now I will be able to include my Lead Series so you can in fact click on 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 merely click and I’ll have the ability 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 area here and let’s just call it new and click on enter so now you can see we have actually one lead developed 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 new two we can really open this up in a new tab from here too however 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 contacted as well there’s one negotiating so I’ll just simply click brand-new now once you develop a lead we can in fact click here and it will now open the different fields that we included so this is a brand-new Elite that I developed and we have all of these different columns we have the fields that we developed remember and after that we have welcome colleagues so from here I can welcome the staff member we have add columns we have e-mails files and comments you can switch to the emails and it will show you the emails that you got in files we can even publish files and after that we have the comments 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 as soon as you’re done with this you can in fact click on enter and it will be closed now it will show you something like this we have all of our information 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 different leads from here the stages and we can perform bulk actions such as deleting and sharing too uh another thing with srix at the top you will have the ability 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 notices for automations custom constructs 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 develop our CSV files likewise now I can switch to my various folders that we have here and I can develop a new pipeline we can change to our simple Gmail extremely easily from here and it will also reveal me the emails that I will be receiving for my pipelines that I have developed we will even have our merge e-mails now with our so this is the combine email and with merge e-mail what occurs is I can really produce a follow-up emails and different storage emails here and we have active advises so utilizing is truly simple you can get started for free by just including the integration and now you understand how to use as a complete beginner don’t.
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 journalist, I’ve worked with various clients, handled several tasks simultaneously, and kept a comprehensive network of contacts. Balancing these obligations can be frustrating, and I recognized the need for a centralized system to improve my operations.
In my quest for an option, I checked out various platforms however discovered them to be either too costly or too intricate for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly integrates with Gmail, making it perfect for self-employed journalists who heavily rely on email communication. Here are some crucial benefits of using for your freelance journalism working with process:.
Intuitive Email Tracking and Company:.
permits you to track and arrange your emails effortlessly, offering you a clear introduction of your interactions with customers, leads, and partners.
You can create personalized pipelines directly within your inbox, making it easy to handle and keep an eye on the development of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to picture and handle your sales process from lead generation to job conclusion.
You can classify contacts, develop custom phases, set pointers, and track interactions, making sure that no opportunity slips through the cracks.
Seamless Cooperation and Teamwork:.
assists in partnership by enabling you to share pipelines and communicate with employee within the platform.
You can designate tasks, share important emails, and work together in real-time, boosting productivity and guaranteeing everybody remains on the exact same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repeated tasks.
You can produce design templates for common email responses, schedule follow-ups, and set up suggestions, conserving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, offers advantages in terms of coding and software application development. Here’s how:.
provides a robust API and comprehensive developer documents, making it easy to incorporate with other tools and build customized options.
This flexibility enables self-employed journalists with coding abilities to extend the functionality of and tailor it to their particular needs.
Task Management for Software Development:.
‘s pipeline feature can be adapted to handle software application advancement tasks, from ideation to release.
You can produce custom phases for different advancement phases, assign tasks to staff member, and track development effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive user interface and easy-to-use features, decreasing the finding out curve.
Customizable pipelines and workflows to adjust to private requirements.
Collaborative functions that enhance team effort and interaction.
Developer-friendly API for combination and modification.
Cost-efficient solution for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Reliance on Gmail for full performance, restricting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While deals considerable benefits for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
provides a more cost effective solution, specifically for freelancers and small companies.
HubSpot has a complimentary variation, however advanced functions require a higher-tier paid membership.
Features and Intricacy:.
provides a more comprehensive suite of features, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, offering a structured experience.
Both and integrate with different third-party tools.
‘s seamless integration with Gmail is helpful for users heavily reliant on email interaction.
As a self-employed reporter, handling your hiring process and customer relationships is paramount to your success. deals a cost effective and intuitive solution that seamlessly integrates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a author, editor, or content creator, can empower you to take control of your freelance journalism career by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.