As a skilled freelance journalist, I understand the difficulties of managing projects, tracking leads, and supporting customer relationships. In this article, I will delve into the benefits of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for novices hey men welcome back in this video I will be revealing you how to use Streak Crm Pricing Vs Salesforce for your consumer relations partnership communication and much more so let’s get into it firstly you require to go to streak.com and you will arrive at this website right here now is a type of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is truly fantastic and I’ll reveal you how to do that as a complete novice it will assist you customize a perfect procedure for your team and you will be able to get your work done now let’s really enter the procedure now is available as an extension and it’s totally 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 choose 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 included all right it’s done and now it is contributing 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 sign in make sure to sign.
into the exact 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 simply scroll down and click allow after including this is what your Gmail will look like now you can see here in our simple you understand folders we are getting just recently seen all tracked emails and updated reply and then we have this new alternative 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 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 new pipeline let’s really do that you will click on new pipeline here and we have various choices 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 called pitched demonstration working out close phone closed uh you know then we have nurturing all right then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority industry offer size business size close rate e-mail thread count days and state and keeps in mind so if you wish to add another stage you will click on this Plus at the top and you will provide your stage a name let’s say 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 give it your color so we can really select various colors for each of the stages however I think all of these are actually currently produced so this is actually pretty excellent what I will do is I will actually eliminate this one and if you feel like there is um I think pitched and demonstration are sort of like the exact same thing we simply go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s get rid of the demo here and after that we have negotiating with negotiating I can opt for 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 free form a date check box drop down General e-mail email tracking job calls and conferences so I do not 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 go with this one here this is the field that was really missing out on and I’ll actually rearrange and put the notes here fine email thread count close date all right company’s size offer size and Company size okay let’s get rid of the business size and I’m gon na in fact find something else within the general where we have developed by date developed followers and more so I really want to choose the created.
by or perhaps the followers since I wish to keep an eye on my staff member that are actually 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 great deal of choices readily available within streak is in fact one of the most convenient and among the most uh you know versatile out there it’s very easy to use with templates we have tasks too within my task once again if I didn’t wish to opt for these sales if I finished with tasks then I can choose the project phases 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 likewise give it various different colors we likewise have service Dev here you can see then we have employing so if you do employing then this is going to be your phases task search financier fundraising others real estate support and custom-made So within our support you can see we have actually inbound appointed working on fixed and sound this is actually pretty good and we likewise have customized where I can in fact start something from the scratch totally according to my service for me we simply 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 team member so I’m going to opt for the shared one here and click on develop now it will just take a second for a street to create a pipeline for me so you can see this actually looks respectable now I will have the ability to add my Lead Series so you can in fact click this fall and we have manage phase or rename so as I continue as I include various leads here what I I will do is I’ll just merely click and I’ll have the ability to include it click on the top here include a box so click on 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 developed let’s say that there is really closed one so I’m going to include one here let’s just for now let’s call it new I’m going to add another lead let’s call it new two we can actually open this up in a brand-new tab from here too however I’m just for now I’m just gon na work in this manner now you can see we have 2 leads then let’s say there was a gotten in touch with also there’s one negotiating so I’ll just merely click on new now as soon as you produce a lead we can in fact 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 various columns we have the fields that we created keep in mind and then we have invite teammates so from here I can welcome the team members we have add columns we have emails files and comments you can switch to the e-mails and it will reveal you the e-mails that you got in files we can even publish files and then we have the remarks 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 produce a lead within your as soon as you’re done with this you can actually click on enter and it will be closed now it will reveal 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 carry out bulk actions such as deleting and sharing as well uh another thing with srix at the top you will be able to see we have private alternative we have these 3 dots where we can discover these phases Integrations and automation this is among the crucial ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer information for notifications for automations custom develops and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they very easily and develop our CSV files likewise now I can switch to my various folders that we have here and I can create a new pipeline we can change to our basic Gmail really quickly from here and it will also reveal me the e-mails that I will be getting 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 takes place is I can actually create a follow-up e-mails and various storage e-mails here and we have active advises so utilizing is truly easy you can get going totally free by just including the integration and now you understand how to use as a total newbie do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me offer some context about my career and how it connects to. As a freelance journalist, I’ve worked with various clients, managed numerous projects concurrently, and kept an extensive network of contacts. Balancing these responsibilities can be frustrating, and I acknowledged the requirement for a centralized system to streamline my operations.
In my quest for a solution, I checked out various platforms but discovered them to be either too expensive or too complex for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly incorporates with Gmail, making it perfect for independent journalists who greatly rely on email communication. Here are some essential advantages of using for your freelance journalism working with process:.
User-friendly Email Tracking and Organization:.
enables you to track and arrange your e-mails easily, giving you a clear introduction of your interactions with customers, leads, and collaborators.
You can produce personalized pipelines straight within your inbox, making it easy to keep track of the progress and handle of your jobs and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and manage your sales process from lead generation to job conclusion.
You can categorize contacts, produce custom phases, set suggestions, and track interactions, guaranteeing that no chance slips through the cracks.
Seamless Cooperation and Team Effort:.
helps with cooperation by allowing you to share pipelines and interact with staff member within the platform.
You can designate jobs, share important e-mails, and work together in real-time, boosting productivity and guaranteeing everyone stays on the very same page.
‘s flexible workflow system allows you to personalize your pipelines and automate recurring jobs.
You can create design templates for common e-mail actions, schedule follow-ups, and established suggestions, saving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, offers advantages in terms of coding and software application advancement. Here’s how:.
offers a robust API and extensive developer documents, making it simple to incorporate with other tools and develop custom services.
This versatility allows self-employed reporters with coding abilities to extend the functionality of and customize it to their specific needs.
Project Management for Software Development:.
‘s pipeline function can be adjusted to handle software advancement projects, from ideation to release.
You can develop custom phases for various advancement stages, designate jobs to staff member, and track development efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
User-friendly interface and user friendly functions, decreasing the learning curve.
Customizable pipelines and workflows to adapt to private requirements.
Collaborative features that enhance team effort and interaction.
Developer-friendly API for combination and customization.
Economical solution for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation functions.
Dependence on Gmail for complete functionality, limiting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
offers a more inexpensive service, especially for freelancers and small businesses.
HubSpot has a complimentary version, however advanced functions require a higher-tier paid subscription.
Features and Intricacy:.
offers a more thorough suite of functions, including sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, using a structured experience.
Both and integrate with various third-party tools.
‘s seamless integration with Gmail is useful for users greatly reliant on e-mail interaction.
As an independent reporter, handling your hiring procedure and client relationships is vital to your success. deals a intuitive and affordable solution that seamlessly 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 reporters.
Whether you’re a material, editor, or writer creator, can empower you to take control of your freelance journalism profession by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.