As a skilled freelance journalist, I understand the challenges of handling tasks, tracking leads, and supporting customer relationships. In this article, I will dig into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for beginners hey guys welcome back in this video I will be showing you how to utilize Port Data From Copper Crm To Streak Crm for your consumer relations collaboration communication and far more so let’s enter it firstly you need to go to streak.com and you will arrive on this site 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 actually turn our Gmail into a platform which is truly amazing and I’ll reveal you how to do that as a complete beginner it will help you tailor an ideal process for your team and you will have the ability to get your work done now let’s actually enter into the procedure now is offered as an extension and it’s entirely free so as soon as you get to the website 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 ADD extension and your extension will be added all right 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 merely check in make certain to sign.
into the very same Gmail that you have added the uh you understand streak to now it will ask you for your access and we’re gon na just 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 seen all tracked emails and updated reply and after that we have this 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 brand-new control panel for here I’ll have the ability to produce a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go develop a new pipeline let’s in fact do that you will click brand-new pipeline here and we have various choices to start with we have the stages so this is where you will pick these phases for your pipeline and you can in fact we have actually a lead contacted pitched demo negotiating close phone closed uh you understand then we have supporting okay then we have Fields so in fields we have a date of last email last e-mail from lead Source priority market deal size company size close rate email thread count days and state and notes so if you wish to add another stage you will click this Plus on top and you will give your stage a name let’s state that you really wanted to develop another um you know stage here for instance let’s state I didn’t have no strings so I can produce right here.
and you can offer it your color so we can actually choose different colors for each of the stages however I think all of these are in fact currently produced so this is actually pretty outstanding what I will do is I will really get rid of this one and if you feel like there is um I think pitched and demonstration are kind of like the very same thing we simply choose 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 demo here and after that we have working out 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 different fields that you want so you will click on this plus here and we have complimentary form a date check box drop down General email e-mail tracking job calls and meetings so I don’t see anything for the course and conferences 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 actually missing out on and I’ll actually rearrange and put the notes here alright e-mail thread count close date all right business’s size deal size and Company size all right let’s get rid of the company size and I’m gon na really discover something else within the general where we have produced by date created followers and more so I really want to go for the created.
by or possibly the followers because I wish 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 lot of alternatives readily available within streak is in fact among the easiest and among the most uh you know flexible out there it’s really easy to use with templates we have projects too within my project again if I didn’t wish to go for these sales if I did with tasks then I can go with the task stages right here and once again the fields the process is going to be similar you will pick these stages from here on this plus button here and you can also provide 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 phases task search investor fundraising others realty assistance and custom-made So within our assistance you can see we have inbound appointed dealing with resolved and noise this is really respectable and we likewise have custom-made 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 opt for the sales here and click on develop personal or.
shared so I will be sharing this with a team member so I’m going to opt for 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 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 include 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 include a box so click ADD box here and I’m going to include a box in the lead area here and let’s just call it brand-new and click on get in so now you can see we have actually one lead created let’s state 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 add another lead let’s call it new two we can in fact open this up in a brand-new tab from here too but I’m just for now I’m just gon na work in this manner now you can see we have two leads then let’s state there was a called too there’s one working out so I’ll just merely click on brand-new now once you create a lead we can in fact click here 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 produced keep in mind and then we have welcome colleagues so from here I can invite the team members we have add columns we have e-mails files and comments you can switch to the e-mails and it will show you the emails that you got in files we can even submit files and then we have the comments at the top here again we have the call log we have our conference notes and we even have our.
attachments so this is how you create a lead within your when you’re finished with this you can really click on get in and it will be closed now it will reveal you something like this we have all of our data collected 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 select different leads from here the stages and we can carry out 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 3 dots where we can discover these stages Combinations and automation this is one of the important ones click on this link and you’ll be able to in fact incorporate um other apps within yourr transfer data for alerts for automations custom constructs and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they really quickly and produce our CSV files similarly now I can change to my various folders that we have here and I can create a new pipeline we can change to our simple Gmail really easily from here and it will also reveal me the emails that I will be getting for my pipelines that I have actually developed we will even have our merge emails now with our so this is the combine email and with combine email what takes place is I can actually develop a follow-up e-mails and various storage e-mails here and we have active advises so utilizing is truly simple you can get started for free by simply adding the combination and now you know how to use as a total beginner do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me offer some context about my profession and how it relates to. As a freelance journalist, I’ve dealt with many clients, handled several tasks simultaneously, and maintained a comprehensive network of contacts. Balancing these duties can be frustrating, and I acknowledged the requirement for a central system to simplify my operations.
In my mission for a solution, I explored numerous platforms however found them to be either too costly or too complicated for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly incorporates with Gmail, making it ideal for independent journalists who heavily count on email communication. Here are some crucial benefits of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Company:.
permits you to track and arrange your e-mails easily, providing you a clear summary of your communications with customers, leads, and collaborators.
You can produce adjustable pipelines directly within your inbox, making it easy to manage and keep track of the progress of your tasks and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and handle your sales procedure from lead generation to project conclusion.
You can categorize contacts, develop custom stages, set suggestions, and track interactions, guaranteeing that no opportunity slips through the fractures.
Seamless Cooperation and Teamwork:.
assists in collaboration by enabling you to share pipelines and interact with staff member within the platform.
You can designate jobs, share important emails, and team up in real-time, improving productivity and making sure everyone stays on the exact same page.
‘s flexible workflow system allows you to customize your pipelines and automate repeated tasks.
You can produce templates for common email actions, schedule follow-ups, and established tips, saving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, uses advantages in terms of coding and software development. Here’s how:.
supplies a robust API and extensive designer paperwork, making it easy to incorporate with other tools and develop custom options.
This versatility enables independent journalists with coding skills to extend the functionality of and customize it to their particular requirements.
Task Management for Software Advancement:.
‘s pipeline feature can be adapted to handle software development projects, from ideation to release.
You can produce customized phases for various development stages, appoint jobs to staff member, and track progress efficiently.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
User-friendly user interface and easy-to-use functions, reducing the discovering curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collective features that boost teamwork and communication.
Developer-friendly API for integration and customization.
Economical option for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for complete functionality, limiting compatibility with other email providers.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
offers a more economical service, particularly for freelancers and small businesses.
HubSpot has a totally free version, however advanced features require a higher-tier paid membership.
Features and Complexity:.
provides a more comprehensive suite of functions, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, offering a streamlined experience.
Both and integrate with numerous third-party tools.
‘s smooth combination with Gmail is beneficial for users heavily reliant on e-mail interaction.
As a self-employed reporter, managing your hiring procedure and client relationships is vital to your success. deals a cost effective and instinctive solution that effortlessly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it might not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a content, author, or editor developer, can empower you to take control of your freelance journalism career by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.