As an experienced freelance journalist, I comprehend the challenges of managing projects, tracking leads, and supporting customer relationships. In this post, I will delve into the advantages of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for novices hey men welcome back in this video I will be showing you how to use Crm Streak Que Es for your client relations collaboration interaction and much more so let’s enter it firstly you require 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 Center and we can actually turn our Gmail into a platform which is really amazing and I’ll reveal you how to do that as a total beginner it will help you personalize a best process for your team and you will have the ability to get your work done now let’s in fact enter into the process now is available as an extension and it’s completely free so once you get to the site you’ll get this option 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 ADD extension and your extension will be added okay it’s done and now it is contributing 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 just sign in ensure 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 simply scroll down and click on permit after adding this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting just recently viewed 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 create a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go create a brand-new pipeline let’s actually do that you will click brand-new pipeline here and we have different options to start with we have the stages so this is where you will select these phases for your pipeline and you can in fact we have a lead contacted pitched demo negotiating close phone closed uh you understand then we have nurturing alright then we have Fields so in fields we have a date of last email last e-mail from lead Source concern industry deal size company size close rate email thread count days and state and keeps in mind so if you wish to include another phase you will click on this Plus on top and you will provide your phase a name let’s state that you in fact wanted to produce another um you understand stage here for instance let’s state I didn’t have no strings so I can develop right here.
and you can give it your color so we can actually select different colors for each of the stages but I think all of these are really already developed so this is in fact quite excellent 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 type of like the very same thing we just go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s eliminate 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 various fields that you desire so you will click this plus here and we have free form 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 choose this one here this is the field that was in fact missing out on and I’ll actually reorganize and put the notes here all right e-mail thread count close date fine company’s size deal size and Business size fine let’s get rid of the company size and I’m gon na really discover something else within the general where we have developed by date created followers and more so I really want to choose the developed.
by or maybe the followers due to the fact that I want to keep track of my employee that are actually following this so I will you know 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 in fact one of the most convenient 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 project once again if I didn’t wish to choose these sales if I finished with jobs then I can choose the task stages right here and again the fields the procedure is going to be similar you will select these phases from here on this plus button here and you can likewise offer it various different colors we likewise have organization Dev here you can see then we have employing so if you do employing then this is going to be your stages job search investor fundraising others real estate support and customized So within our assistance you can see we have actually incoming assigned working on fixed and noise this is in fact respectable and we also have customized where I can in fact start something from the scratch totally according to my organization for me we just have the sales so I’m gon na go with the sales here and click on produce personal or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click create now it will just take a 2nd for a street to create a pipeline for me so you can see this really looks pretty good now I will have the ability to add my Lead Series so you can actually click this fall and we have handle stage or rename so as I proceed as I add various 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 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 go into so now you can see we have one lead created let’s say 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 include another lead let’s call it brand-new 2 we can really open this up in a 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 say there was a called also there’s one working out so I’ll just simply click brand-new now once you develop a lead we can really click on this link and it will now open the various fields that we included so this is a new Elite that I created and we have all of these different columns we have the fields that we developed remember and after that we have invite teammates so from here I can welcome the employee we have add columns we have e-mails 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 publish 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.
attachments so this is how you produce a lead within your when 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 gathered here and at the top we’re getting our account such as 2 leads one gotten in touch with and something like this and this is where you will be getting your list we can choose various leads from here the stages and we can perform bulk actions such as deleting and sharing too uh one more thing with srix on top you will have the ability to see we have personal choice we have these three dots where we can discover these phases Combinations and automation this is among the important ones click on this link and you’ll be able to really incorporate um other apps within yourr transfer data for notices for automations customized constructs and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they very easily and produce our CSV files likewise now I can switch to my different folders that we have here and I can create a new pipeline we can change to our easy Gmail very easily from here and it will also reveal me the emails that I will be receiving for my pipelines that I have actually developed we will even have our merge e-mails now with our so this is the merge e-mail and with merge email what happens is I can in fact develop a follow-up e-mails and various storage e-mails here and we have active instructs so utilizing is truly simple you can begin free of charge by just adding the integration and now you know how to use as a total beginner do not.
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 connects to. As an independent journalist, I’ve dealt with many clients, managed numerous tasks all at once, and preserved a comprehensive network of contacts. Balancing these obligations can be overwhelming, and I recognized the requirement for a central system to enhance my operations.
In my quest for a solution, I checked out numerous platforms but discovered them to be either too expensive or too complex for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly integrates with Gmail, making it perfect for independent reporters who heavily rely on e-mail interaction. Here are some crucial advantages of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Company:.
allows you to track and organize your emails effortlessly, giving you a clear introduction of your interactions with clients, leads, and collaborators.
You can develop personalized pipelines straight within your inbox, making it simple to monitor the development and manage of your projects and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to envision and manage your sales process from lead generation to project completion.
You can categorize contacts, develop custom-made phases, set tips, and track interactions, making sure that no chance slips through the cracks.
Smooth Partnership and Teamwork:.
helps with partnership by enabling you to share pipelines and interact with employee within the platform.
You can appoint tasks, share important e-mails, and team up in real-time, enhancing performance and making sure everyone remains on the very same page.
‘s versatile workflow system allows you to personalize your pipelines and automate repeated jobs.
You can develop design templates for common e-mail reactions, schedule follow-ups, and set up reminders, saving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, uses benefits in terms of coding and software application development. Here’s how:.
supplies a robust API and comprehensive designer documents, making it easy to incorporate with other tools and construct customized services.
This versatility enables freelance reporters with coding skills to extend the performance of and tailor it to their specific needs.
Project Management for Software Advancement:.
‘s pipeline feature can be adjusted to handle software development tasks, from ideation to deployment.
You can produce custom-made phases for different advancement stages, designate tasks to team members, and track development efficiently.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
User-friendly interface and easy-to-use functions, lessening the learning curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collective functions that boost team effort and communication.
Developer-friendly API for combination and modification.
Affordable option for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for full functionality, limiting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While deals substantial advantages for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
offers a more affordable solution, particularly for freelancers and small businesses.
HubSpot has a free variation, but advanced features need a higher-tier paid membership.
Features and Complexity:.
provides a more comprehensive suite of features, consisting of sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, using a streamlined experience.
Both and incorporate with different third-party tools.
‘s seamless combination with Gmail is helpful for users greatly reliant on e-mail interaction.
As an independent journalist, managing your hiring procedure and customer relationships is paramount to your success. deals a inexpensive and intuitive option that effortlessly incorporates with Gmail, enabling you to streamline your operations and concentrate 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 an ideal option for freelance reporters.
Whether you’re a writer, editor, or material creator, can empower you to take control of your freelance journalism profession by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.