As a seasoned freelance journalist, I comprehend the challenges of handling tasks, tracking leads, and supporting customer relationships. In this short article, I will delve into the benefits of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for novices hey guys invite back in this video I will be revealing you how to utilize Benefits Of Streak Crm for your client relations partnership interaction and far more so let’s enter into it firstly you need to go to streak.com and you will land on this website right here now is a type of CRM that we can add 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 really amazing and I’ll show you how to do that as a complete newbie it will assist you tailor a perfect process for your team and you will have the ability to get your work done now let’s really enter into the process now is available as an extension and it’s completely totally free so when you get to the website you’ll get this alternative here which is contribute 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 check in ensure 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 just scroll down and click on allow after including this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting just recently viewed all tracked emails and upgraded reply and then we have this 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 merges so you can see this is like our new dashboard for here I’ll be able to develop a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go develop a new pipeline let’s really do that you will click on brand-new pipeline here and we have different choices first of all we have the stages so this is where you will choose these stages for your pipeline and you can actually we have actually a lead called pitched demo working out close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern industry offer size business size close rate email thread count days and state and keeps in mind so if you wish to include another stage you will click on this Plus at the top and you will provide your stage a name let’s say that you in fact wanted to develop another um you understand stage here for example let’s say I didn’t have no strings so I can develop right here.
and you can give it your color so we can in fact pick different colors for each of the stages however I think all of these are really currently developed so this is in fact quite remarkable what I will do is I will in fact get rid of this one and if you seem like there is um I believe pitched and demo are kind of like the same thing we just choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact 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 want so you will click 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 in fact rearrange and put the notes here alright email thread count close date okay business’s size deal size and Company size okay let’s get rid of the company size and I’m gon na in fact find something else within the general where we have actually produced by date developed followers and more so I actually want to go for the produced.
by or possibly the followers because I want to keep track of 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 offered within streak is actually one of the simplest and among the most uh you understand flexible out there it’s really easy to use with templates we have projects too within my job once again if I didn’t wish to choose these sales if I made with projects then I can choose the task phases right here and again the fields the process is going to be similar you will select these phases from here on this plus button here and you can likewise offer it various various colors we likewise have business 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 real estate assistance and custom So within our assistance you can see we have actually inbound assigned dealing with fixed and noise this is in fact respectable and we also have custom where I can actually start something from the scratch absolutely according to my business for me we just have the sales so I’m gon na choose the sales here and click on create private or.
shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click on produce now it will simply take a second for a street to develop a pipeline for me so you can see this in fact looks pretty good now I will be able to include my Lead Series so you can really click on this drop down and we have manage stage or rename so as I continue as I add different leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click on the top here include a box so click ADD box here and I’m going to include 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 actually one lead created let’s say that there is really closed one so I’m going to add one here let’s just for now let’s call it new I’m going to include 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 2 leads then let’s state there was a called too there’s one negotiating so I’ll just simply click brand-new now when you create a lead we can really click on this link and it will now open the various fields that we added 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 then we have invite colleagues so from here I can invite the team members we have add columns we have emails files and remarks you can switch to the emails 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 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 made with this you can really click on enter and it will be closed now it will show you something like this we have all of our data gathered here and at the top we’re getting our account such as two leads one contacted 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 carry out bulk actions such as deleting and sharing too uh one more thing with srix at the top you will have the ability to see we have private alternative we have these three dots where we can find these phases Integrations and automation this is one of the essential ones click here and you’ll have the ability to in fact integrate um other apps within yourr transfer data for notices for automations custom develops and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they extremely easily and create our CSV files similarly now I can change to my different folders that we have here and I can create a brand-new pipeline we can change to our simple Gmail very quickly from here and it will also show me the emails that I will be getting for my pipelines that I have created we will even have our merge e-mails now with our so this is the merge e-mail and with merge email what takes place is I can actually produce a follow-up emails and various storage emails here and we have active advises so using is actually simple you can get going totally 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:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it connects to. As an independent journalist, I have actually worked with numerous clients, managed several tasks concurrently, and kept an extensive network of contacts. Balancing these responsibilities can be overwhelming, and I acknowledged the requirement for a centralized system to streamline my operations.
In my mission for a solution, I explored numerous platforms but discovered them to be either too expensive or too complicated for my freelance setup. That’s when I discovered, 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 perfect for independent reporters who heavily rely on email communication. Here are some crucial advantages of using for your freelance journalism hiring procedure:.
User-friendly Email Tracking and Company:.
allows you to track and organize your emails effortlessly, offering you a clear summary of your communications with clients, leads, and collaborators.
You can produce personalized pipelines directly within your inbox, making it easy to manage and monitor the development of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to envision and manage your sales procedure from list building to task completion.
You can classify contacts, produce customized phases, set tips, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Collaboration and Teamwork:.
facilitates collaboration by allowing you to share pipelines and interact with employee within the platform.
You can appoint tasks, share essential e-mails, and collaborate in real-time, boosting efficiency and guaranteeing everyone stays on the same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repeated jobs.
You can produce templates for common e-mail responses, schedule follow-ups, and established pointers, conserving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, offers advantages in terms of coding and software application advancement. Here’s how:.
supplies a robust API and substantial developer documentation, making it simple to incorporate with other tools and build custom options.
This versatility allows freelance reporters with coding skills to extend the functionality of and tailor it to their specific needs.
Task Management for Software Development:.
‘s pipeline function can be adjusted to handle software development jobs, from ideation to implementation.
You can develop custom-made phases for different advancement phases, assign tasks to staff member, and track development efficiently.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and user friendly features, decreasing the discovering curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collaborative features that enhance team effort and communication.
Developer-friendly API for combination and modification.
Cost-efficient service for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation functions.
Reliance on Gmail for complete functionality, limiting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
provides a more economical option, particularly for freelancers and small companies.
HubSpot has a totally free variation, however advanced functions need a higher-tier paid subscription.
Features and Complexity:.
provides a more comprehensive suite of functions, including sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is helpful for users greatly reliant on email interaction.
As an independent reporter, managing your hiring process and client relationships is critical to your success. deals a economical and user-friendly service that effortlessly integrates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re an editor, content, or writer developer, can empower you to take control of your freelance journalism profession by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.