As an experienced freelance journalist, I comprehend the obstacles of managing projects, tracking leads, and supporting client relationships. In this post, I will dive into the benefits of utilizing for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for beginners hey people invite back in this video I will be revealing you how to utilize Review Streak Crm 2017 for your customer relations cooperation interaction and a lot more so let’s enter it first of all you require 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 easy Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is actually remarkable and I’ll reveal you how to do that as a total beginner it will help you customize an ideal procedure for your team and you will have the ability to get your work done now let’s actually enter into the procedure now is available as an extension and it’s completely complimentary so when you get to the site you’ll get this alternative here which is contribute to Chrome and you’re.
going to choose 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 okay it’s done and now it is adding 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 same Gmail that you have included the uh you understand streak to now it will ask you for your access and we’re gon na merely scroll down and click on permit after adding this is what your Gmail will appear like now you can see here in our basic you know folders we are getting recently seen all tracked e-mails and upgraded reply and after that we have this brand-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 combines so you can see this resembles our brand-new control panel for here I’ll have the ability to create a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go produce a brand-new pipeline let’s actually do that you will click on brand-new pipeline here and we have different alternatives first off we have the stages so this is where you will pick these stages for your pipeline and you can really we have actually a lead gotten in touch with pitched demo working out close phone closed uh you understand then we have nurturing fine then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority market deal size business size close rate email thread count days and state and notes so if you want to add another stage you will click this Plus at the top and you will offer your phase a name let’s say that you in fact wanted to create another um you understand stage here for instance 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 really pick various colors for each of the stages however I think all of these are in fact already produced so this is actually quite outstanding what I will do is I will in fact get rid of this one and if you feel like there is um I think pitched and demo are kind of like the same thing we simply opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s eliminate the demo here and then we have negotiating with negotiating I can choose like in progress or something and now you can see these are my stages 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 complimentary form a date check box drop down General e-mail e-mail tracking job calls and meetings 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 in fact missing out on and I’ll actually rearrange and put the notes here alright email thread count close date fine business’s size offer size and Company size all right let’s get rid of the business size and I’m gon na really find something else within the general where we have actually created by date produced followers and more so I really want to choose the developed.
by or maybe the followers because I wish to monitor my employee that are in fact 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 lot of alternatives available within streak is in fact one of the easiest and among the most uh you know flexible out there it’s very easy to use with templates we have projects too within my task again if I didn’t want to go for these sales if I made with projects then I can choose the task stages right here and once again the fields the process is going to be similar you will select these stages from here on this plus button here and you can also give 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 phases task search investor fundraising others property assistance and custom So within our support you can see we have actually inbound assigned dealing with fixed and noise this is actually pretty good and we also have custom-made where I can really start something from the scratch totally according to my organization for me we merely have the sales so I’m gon na opt for the sales here and click on develop 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 develop now it will just take a 2nd for a street to produce a pipeline for me so you can see this actually looks respectable now I will be able to include my Lead Series so you can actually click on this drop down and we have manage stage or relabel so as I continue as I add different 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 ADD box here and I’m going to add a box in the lead section here and let’s just call it new and click enter 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 new I’m going to add another lead let’s call it brand-new two we can actually open this up in a new tab from here too however I’m just for now I’m just gon na work by doing this now you can see we have two leads then let’s state there was a called also there’s one working out so I’ll just simply click on new now as soon as you produce a lead we can actually click here and it will now open the different 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 keep in mind and after that we have welcome colleagues so from here I can welcome the team members we have include columns we have e-mails files and remarks you can switch to the e-mails and it will show you the e-mails that you got in files we can even publish files and after that we have the comments at the top here again we have the call log we have our conference notes and we even have our.
accessories so this is how you develop a lead within your when you’re made with this you can really click on get in 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 2 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 perform bulk actions such as erasing and sharing as well uh one more thing with srix at the top you will have the ability to see we have personal option we have these 3 dots where we can discover these stages Combinations and automation this is one of the crucial ones click here and you’ll be able to actually incorporate um other apps within yourr transfer data for notices for automations custom constructs and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they really quickly and create our CSV files likewise now I can change to my various folders that we have here and I can produce a new pipeline we can switch to our easy Gmail very easily from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our merge e-mails now with our so this is the merge e-mail and with combine e-mail what takes place is I can actually produce a follow-up e-mails and various storage e-mails here and we have active instructs so using is actually simple you can begin for free by just adding the combination and now you know how to use as a complete novice do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me provide some context about my profession and how it associates with. As a freelance journalist, I’ve dealt with various customers, managed multiple tasks at the same time, and maintained a substantial network of contacts. Juggling these obligations can be overwhelming, and I recognized the need for a centralized system to streamline my operations.
In my quest for a solution, I checked out numerous platforms however found them to be either too pricey or too intricate for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly incorporates with Gmail, making it ideal for independent journalists who greatly rely on e-mail interaction. Here are some key advantages of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Organization:.
enables you to track and arrange your emails effortlessly, giving you a clear overview of your interactions with clients, leads, and partners.
You can create personalized pipelines directly within your inbox, making it easy to handle and monitor the progress of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to picture and handle your sales process from list building to task completion.
You can classify contacts, create customized phases, set pointers, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Cooperation and Teamwork:.
helps with partnership by permitting you to share pipelines and communicate with team members within the platform.
You can appoint jobs, share crucial emails, and work together in real-time, improving performance and making sure everyone stays on the same page.
‘s versatile workflow system enables you to customize your pipelines and automate recurring jobs.
You can produce design templates for typical email responses, schedule follow-ups, and established reminders, conserving you valuable time and effort.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, provides advantages in terms of coding and software advancement. Here’s how:.
supplies a robust API and extensive developer documents, making it easy to integrate with other tools and develop custom-made services.
This versatility enables independent reporters with coding skills to extend the performance of and customize it to their specific needs.
Project Management for Software Development:.
‘s pipeline feature can be adjusted to handle software application development projects, from ideation to deployment.
You can develop custom-made stages for different development phases, assign tasks to staff member, and track development efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly user interface and user friendly features, minimizing the learning curve.
Personalized pipelines and workflows to adjust to private requirements.
Collaborative features that enhance teamwork and interaction.
Developer-friendly API for integration and personalization.
Cost-efficient service for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation functions.
Reliance on Gmail for full functionality, limiting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more budget friendly service, specifically for freelancers and small businesses.
HubSpot has a complimentary variation, but advanced features need a higher-tier paid subscription.
Features and Complexity:.
supplies a more extensive suite of features, consisting of sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, using a streamlined experience.
Both and integrate with various third-party tools.
‘s seamless integration with Gmail is helpful for users heavily reliant on email interaction.
As a freelance journalist, managing your hiring process and customer relationships is vital to your success. deals a user-friendly and affordable service that flawlessly incorporates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it may not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re an editor, author, or material developer, can empower you to take control of your freelance journalism profession by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.