As a seasoned freelance journalist, I comprehend the obstacles of handling tasks, tracking leads, and supporting client relationships. In this article, I will dig into the advantages of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for novices hey people welcome back in this video I will be revealing you how to use Streak Crm Sorting Companies Within Miles for your customer relations cooperation communication and a lot more so let’s enter into it to start with you require to go to streak.com and you will land on this website right here now is a type of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is truly incredible and I’ll show you how to do that as a complete beginner it will help you tailor a best process for your team and you will have the ability to get your work done now let’s really enter into the procedure now is offered as an extension and it’s totally free so as soon as you get to the site 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 contribute to Chrome click on ADD extension and your extension will be included alright 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 simply check in ensure to sign.
into the exact same Gmail that you have actually added the uh you know streak to now it will ask you for your gain access to 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 understand folders we are getting just recently viewed all tracked e-mails and upgraded reply and after that we have this brand-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 combines so you can see this is like our brand-new dashboard for here I’ll be able to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go develop a brand-new pipeline let’s in fact do that you will click brand-new pipeline here and we have different alternatives firstly we have the stages so this is where you will select these phases for your pipeline and you can in fact we have actually a lead contacted pitched demonstration working out 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 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 include another stage you will click on this Plus on top and you will provide your phase a name let’s state that you actually wanted to develop another um you know stage here for example let’s state I didn’t have no strings so I can create right here.
and you can provide it your color so we can actually pick different colors for each of the stages but I believe all of these are really currently created so this is actually quite 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 kind of like the same thing we just go with the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s eliminate the demo here and after that we have negotiating 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 complimentary form a date check box drop down General e-mail email tracking task calls and meetings 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 go with this one here this is the field that was actually missing and I’ll really rearrange and put the notes here fine email thread count close date alright company’s size offer size and Company size alright let’s get rid of the business size and I’m gon na actually find something else within the general where we have actually developed by date produced followers and more so I really want to opt for the produced.
by or perhaps the followers because I want to keep track of my staff member that are really 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 lot of alternatives offered within streak is really among the simplest and among the most uh you understand versatile out there it’s really easy to use with templates we have jobs too within my project once again if I didn’t wish to go for these sales if I made with projects then I can go with the project stages right here and again the fields the process is going to be comparable you will choose these phases from here on this plus button here and you can also offer it various different colors we also have business Dev here you can see then we have working with so if you do hiring then this is going to be your stages task search financier fundraising others real estate assistance and custom So within our assistance you can see we have inbound designated working on solved and sound this is really pretty good and we also have custom where I can actually start something from the scratch totally according to my company for me we merely have the sales so I’m gon na choose the sales here and click create 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 develop now it will simply take a 2nd for a street to create a pipeline for me so you can see this actually looks respectable now I will be able to add my Lead Series so you can actually click 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 include it click the top here include 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 brand-new and click on enter so now you can see we have one lead created 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 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 2 leads then let’s state there was a called too there’s one negotiating so I’ll just simply click new now as soon as you produce a lead we can really click here 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 remember and then we have welcome colleagues so from here I can invite the team members we have add columns we have emails files and comments you can switch to the emails and it will reveal you the emails that you got in files we can even upload 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.
accessories so this is how you develop a lead within your when you’re finished with this you can really click get in 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 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 carry out bulk actions such as erasing and sharing as well uh another thing with srix on top you will be able to see we have personal alternative we have these 3 dots where we can find these phases Combinations and automation this is among the essential ones click on this link and you’ll be able to really incorporate um other apps within yourr transfer information for notifications for automations custom-made constructs and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they really easily and create 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 very quickly from here and it will also show me the emails that I will be getting for my pipelines that I have created we will even have our combine e-mails now with our so this is the merge email and with merge email what takes place is I can really produce a follow-up emails and different storage e-mails here and we have active instructs so using is actually easy you can start totally free by simply including the integration and now you know how to use as a complete beginner don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me provide some context about my profession and how it connects to. As a freelance reporter, I have actually worked with many clients, managed several jobs all at once, and kept a substantial network of contacts. Balancing these duties 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 various platforms but discovered them to be either too costly or too complex 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 seamlessly integrates with Gmail, making it ideal for freelance reporters who heavily depend on email interaction. Here are some key advantages of using for your freelance journalism working with process:.
Instinctive Email Tracking and Organization:.
permits you to track and organize your e-mails effortlessly, giving you a clear summary of your communications with clients, leads, and collaborators.
You can develop customizable pipelines straight within your inbox, making it simple to keep an eye on the development and handle of your jobs and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to picture and handle your sales procedure from list building to job completion.
You can classify contacts, produce custom stages, set tips, and track interactions, making sure that no chance slips through the cracks.
Smooth Cooperation and Team Effort:.
assists in collaboration by allowing you to share pipelines and communicate with staff member within the platform.
You can designate jobs, share essential emails, and work together in real-time, enhancing efficiency and making sure everybody remains on the same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repetitive tasks.
You can produce design templates for typical e-mail actions, schedule follow-ups, and set up tips, conserving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in independent journalism, provides advantages in terms of coding and software advancement. Here’s how:.
supplies a robust API and substantial developer documents, making it easy to incorporate with other tools and construct custom-made options.
This versatility allows freelance reporters with coding skills to extend the functionality of and tailor it to their particular requirements.
Job Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to handle software advancement tasks, from ideation to implementation.
You can create customized stages for various advancement stages, designate jobs to employee, and track progress efficiently.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
Instinctive interface and user friendly functions, decreasing the discovering curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collective features that boost team effort and communication.
Developer-friendly API for combination and customization.
Cost-effective option for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation features.
Reliance on Gmail for full functionality, restricting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more inexpensive solution, specifically for freelancers and small businesses.
HubSpot has a complimentary variation, but advanced functions require a higher-tier paid membership.
Features and Intricacy:.
offers a more thorough suite of functions, consisting of sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, offering a streamlined experience.
Both and integrate with numerous third-party tools.
‘s seamless combination with Gmail is useful for users heavily reliant on email interaction.
As a self-employed reporter, managing your hiring procedure and client relationships is paramount to your success. deals a budget friendly and user-friendly solution that seamlessly integrates with Gmail, allowing you to simplify your operations and focus on your craft. While it may not have the advanced functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a content, editor, or writer developer, can empower you to take control of your freelance journalism profession by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.