As a seasoned freelance journalist, I comprehend the obstacles of managing jobs, tracking leads, and nurturing client relationships. In this post, I will delve into the advantages of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for novices hey guys welcome back in this video I will be revealing you how to utilize Streak Crm Affiliate Program for your customer relations partnership communication and a lot more so let’s enter 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 Center and we can actually turn our Gmail into a platform which is truly fantastic and I’ll show you how to do that as a total newbie it will help you personalize a perfect process for your group and you will be able to get your work done now let’s really enter the procedure now is offered as an extension and it’s entirely totally free so when you get to the site you’ll get this choice 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 on add to Chrome click ADD extension and your extension will be added all right 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 merely sign in ensure to sign.
into the exact 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 permit after adding this is what your Gmail will look like now you can see here in our easy you understand folders we are getting recently viewed all tracked e-mails and updated reply and after that we have this brand-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 combines so you can see this resembles our new dashboard 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 create a new pipeline let’s in fact do that you will click on new pipeline here and we have different choices first of all we have the stages so this is where you will select these stages for your pipeline and you can in fact we have a lead contacted pitched demo negotiating close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last email last email from lead Source top priority market deal size business size close rate email thread count days and state and keeps in mind so if you want to include another stage you will click this Plus on top and you will provide your phase a name let’s state that you really wanted to develop another um you know phase here for example 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 select different colors for each of the stages but I think all of these are in fact already produced so this is in fact pretty 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 same thing we just opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually 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 stages then I will scroll down to the fields here with each pipeline what are the various fields that you want so you will click on this plus here and we have complimentary kind a date check box fall General e-mail email tracking task 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 really missing out on and I’ll in fact rearrange and put the notes here okay e-mail thread count close date fine company’s size deal size and Company size all right let’s get rid of the company size and I’m gon na actually discover something else within the basic where we have actually developed by date produced fans and more so I actually wish to opt for the created.
by or possibly the followers due to the fact that I want to monitor my staff member that are actually following this so I will you know put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a great deal of alternatives available within streak is in fact one of the most convenient and one of the most uh you know flexible out there it’s very easy to use with design templates we have jobs too within my project again if I didn’t wish to opt for these sales if I did with tasks then I can choose the project stages right here and again the fields the process is going to be comparable you will select these stages from here on this plus button here and you can also give it various various colors we also have service Dev here you can see then we have hiring so if you do hiring then this is going to be your phases task search investor fundraising others realty support and custom-made So within our assistance you can see we have inbound assigned dealing with dealt with and sound this is in fact respectable and we likewise have customized where I can actually start something from the scratch absolutely according to my service for me we merely have the sales so I’m gon na go with 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 opt for the shared one here and click develop now it will just take a second for a street to develop a pipeline for me so you can see this actually looks pretty good now I will be able to add 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 add various leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click 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 simply call it new and click go into so now you can see we have actually one lead produced 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 include another lead let’s call it new two we can in fact open this up in a new tab from here too but I’m just for now I’m simply gon na work by doing this now you can see we have 2 leads then let’s state there was a contacted too there’s one working out so I’ll just merely click on brand-new now once you create a lead we can actually click on this link 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 created keep in mind and then we have invite colleagues so from here I can invite the employee we have include columns we have emails files and remarks you can change to the emails and it will show you the e-mails that you got in files we can even submit files and then 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 once you’re done with this you can in fact 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 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 on top you will have the ability to see we have personal alternative we have these three dots where we can discover these stages Integrations and automation this is among the crucial ones click on this link and you’ll have the ability to really incorporate um other apps within yourr transfer information 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 really easily and develop our CSV files similarly now I can change to my different folders that we have here and I can develop a new pipeline we can change to our easy Gmail really easily from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have produced we will even have our merge e-mails now with our so this is the combine email and with combine e-mail what happens is I can in fact develop a follow-up emails and various storage emails here and we have active advises so utilizing is truly simple you can begin for free by just including the integration and now you know how to use as a complete newbie do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me offer some context about my career and how it relates to. As a freelance journalist, I have actually dealt with numerous clients, handled numerous jobs simultaneously, and maintained an extensive network of contacts. Juggling these obligations can be overwhelming, and I acknowledged the need for a central system to improve my operations.
In my mission for an option, I explored different platforms but found them to be either too expensive or too complex for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly incorporates with Gmail, making it perfect for independent reporters who heavily count on email interaction. Here are some key advantages of using for your freelance journalism working with process:.
Instinctive Email Tracking and Company:.
allows you to track and arrange your e-mails easily, offering you a clear introduction of your communications with customers, leads, and collaborators.
You can develop adjustable pipelines directly within your inbox, making it easy to monitor the development and handle of your projects and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to imagine and manage your sales process from list building to task conclusion.
You can classify contacts, produce custom stages, set pointers, and track interactions, guaranteeing that no chance slips through the fractures.
Seamless Collaboration and Team Effort:.
facilitates collaboration by allowing you to share pipelines and interact with team members within the platform.
You can assign tasks, share important e-mails, and work together in real-time, enhancing productivity and ensuring everyone stays on the very same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repeated tasks.
You can produce design templates for typical e-mail responses, schedule follow-ups, and set up reminders, saving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in independent journalism, offers advantages in terms of coding and software advancement. Here’s how:.
offers a robust API and extensive developer paperwork, making it simple to integrate with other tools and construct customized options.
This flexibility enables freelance journalists with coding abilities to extend the performance of and tailor it to their specific needs.
Project Management for Software Development:.
‘s pipeline feature can be adjusted to manage software application advancement jobs, from ideation to release.
You can develop custom-made phases for various advancement stages, appoint jobs to employee, and track development efficiently.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive interface and easy-to-use features, decreasing the finding out curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collective features that boost team effort and communication.
Developer-friendly API for integration and customization.
Cost-efficient solution for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation features.
Reliance on Gmail for full functionality, restricting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While offers substantial benefits for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more economical service, specifically for freelancers and small companies.
HubSpot has a totally free variation, however advanced features require a higher-tier paid subscription.
Functions and Intricacy:.
offers a more extensive suite of functions, including sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, offering a structured experience.
Both and incorporate with various third-party tools.
‘s smooth combination with Gmail is beneficial for users heavily reliant on email interaction.
As a freelance journalist, managing your hiring process and client relationships is critical to your success. deals a economical and user-friendly option that flawlessly incorporates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it might not have the innovative features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a content, editor, or writer developer, can empower you to take control of your freelance journalism career by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.