As a skilled freelance journalist, I comprehend the obstacles of managing tasks, tracking leads, and supporting customer relationships. In this post, I will dig into the advantages of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for novices hey guys invite back in this video I will be revealing you how to use Streak Crm Streak for your client relations partnership interaction and a lot more so let’s enter it firstly you need to go to streak.com and you will arrive on this website right here now is a sort of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Hub 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 personalize an ideal process for your group and you will have the ability to get your work done now let’s in fact enter into the process now is offered as an extension and it’s totally free so once 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 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 simply check in make sure to sign.
into the very same Gmail that you have actually included the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click on allow after adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting recently viewed all tracked e-mails and upgraded reply and then 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 merges so you can see this resembles our new control panel for here I’ll be able to create 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 produce a new pipeline let’s actually do that you will click brand-new pipeline here and we have various choices firstly we have the stages so this is where you will choose these stages for your pipeline and you can actually we have a lead called pitched demo negotiating close phone closed uh you understand then we have nurturing all right then we have Fields so in fields we have a date of last email last email from lead Source top priority market offer size company size close rate e-mail thread count days and state and keeps in mind so if you wish to add another phase you will click this Plus on top and you will offer your phase a name let’s say that you really wished to produce another um you know stage here for instance let’s say I didn’t have no strings so I can develop right here.
and you can offer it your color so we can in fact select various colors for each of the stages however I think all of these are in fact currently created so this is really pretty outstanding what I will do is I will in fact get rid of this one and if you feel like there is um I believe pitched and demo are type of like the very same thing we just choose the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s get rid of the demonstration here and then 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 various fields that you desire so you will click this plus here and we have free form a date check box fall General e-mail e-mail tracking task calls and conferences 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 opt for this one here this is the field that was actually missing and I’ll in fact reorganize and put the notes here all right e-mail thread count close date okay company’s size deal size and Business size okay let’s eliminate the company size and I’m gon na in fact discover something else within the general where we have actually created by date developed followers and more so I in fact wish to opt for the created.
by or perhaps the followers because I wish to keep an eye on my team members that are in fact 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 offered within streak is in fact one of the most convenient and one of the most uh you know versatile out there it’s extremely easy to use with templates we have projects too within my project again if I didn’t want to opt for these sales if I made with projects then I can go with the job phases right here and once again the fields the process is going to be similar you will choose these phases from here on this plus button here and you can likewise give it different different 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 stages job search financier fundraising others real estate support and custom-made So within our support you can see we have actually incoming assigned dealing with resolved and sound this is really respectable and we likewise have customized where I can in fact start something from the scratch absolutely according to my service for me we simply 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 create now it will just take a second for a street to produce a pipeline for me so you can see this really looks respectable now I will be able to include my Lead Series so you can in fact click on this fall and we have handle stage or rename 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 include it click the top here include a box so click on 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 get in so now you can see we have 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 new 2 we can in fact open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work in this manner now you can see we have two leads then let’s say there was a called too there’s one negotiating so I’ll just simply click on brand-new now as soon as you create a lead we can really click on this link and it will now open up the different fields that we included so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we produced remember and after that we have welcome teammates so from here I can invite the employee we have include columns we have e-mails files and remarks you can change to the emails and it will show you the emails that you got in files we can even upload files and after that we have the remarks at the top here once 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 in fact click on get in and it will be closed now it will show you something like this we have all of our information 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 various leads from here the stages and we can carry out bulk actions such as deleting and sharing too uh one more thing with srix on top you will be able to see we have personal alternative we have these three dots where we can discover these phases Combinations and automation this is among the important ones click on this link and you’ll have the ability to in fact integrate um other apps within yourr transfer data for notices for automations customized builds and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they very quickly and create our CSV files similarly now I can switch to my different folders that we have here and I can develop a new pipeline we can change to our basic Gmail really easily from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have developed we will even have our merge e-mails now with our so this is the combine e-mail and with merge email what takes place is I can actually develop a follow-up e-mails and different storage e-mails here and we have active instructs so utilizing is actually easy you can get started free of charge by simply adding the integration and now you know how to utilize as a complete beginner do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it relates to. As an independent journalist, I’ve dealt with various customers, handled multiple jobs all at once, and preserved an extensive network of contacts. Juggling these responsibilities can be frustrating, and I acknowledged the need for a central system to simplify my operations.
In my quest for a service, I explored different platforms however discovered them to be either too pricey or too complex for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly incorporates with Gmail, making it perfect for self-employed journalists who greatly rely on email interaction. Here are some key benefits of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Organization:.
allows you to track and organize your e-mails effortlessly, offering you a clear overview of your interactions with clients, leads, and collaborators.
You can develop customizable pipelines directly within your inbox, making it simple to monitor the development and handle of your jobs and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to picture and manage your sales process from list building to task completion.
You can classify contacts, produce customized stages, set reminders, and track interactions, guaranteeing that no opportunity slips through the cracks.
Seamless Partnership and Team Effort:.
helps with partnership by enabling you to share pipelines and communicate with team members within the platform.
You can assign jobs, share essential emails, and collaborate in real-time, enhancing productivity and guaranteeing everybody remains on the same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repeated tasks.
You can create design templates for typical email responses, schedule follow-ups, and established pointers, conserving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, uses advantages in regards to coding and software application development. Here’s how:.
supplies a robust API and extensive developer documents, making it simple to incorporate with other tools and develop custom-made options.
This versatility enables independent journalists with coding skills to extend the functionality of and customize it to their specific requirements.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adapted to handle software application advancement projects, from ideation to deployment.
You can develop custom phases for various advancement phases, appoint jobs to staff member, and track progress effectively.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and user friendly functions, reducing the finding out curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collaborative functions that enhance team effort and communication.
Developer-friendly API for integration and customization.
Cost-efficient service for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Reliance on Gmail for complete performance, restricting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more budget-friendly service, especially for freelancers and small businesses.
HubSpot has a free version, but advanced features require a higher-tier paid subscription.
Features and Intricacy:.
provides a more thorough suite of functions, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, offering a streamlined experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is helpful for users greatly reliant on email interaction.
As an independent journalist, managing your hiring procedure and client relationships is paramount to your success. deals a user-friendly and affordable solution that seamlessly integrates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it might not have the advanced functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a author, editor, or content developer, can empower you to take control of your freelance journalism profession by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.