As a seasoned freelance journalist, I comprehend the difficulties of managing projects, tracking leads, and nurturing customer relationships. In this post, I will delve into the advantages of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey people invite back in this video I will be revealing you how to use Streak Crm Users for your consumer relations collaboration interaction and much more so let’s enter it to start with 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 add to our basic Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is actually fantastic and I’ll reveal you how to do that as a complete novice it will help you tailor an ideal procedure for your group and you will be able to get your work done now let’s really enter the procedure now is readily available as an extension and it’s totally complimentary so when you get to the site you’ll get this option here which is contribute to Chrome and you’re.
going to pick this one now it will take you to Chrome dot google.com extensions and this is our extension here click add to Chrome click on ADD extension and your extension will be added all right it’s done and now it is contributing 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 sign in make certain to sign.
into the very 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 permit after adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting just recently viewed all tracked e-mails and updated reply and then we have this brand-new alternative 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 is like our new dashboard for here I’ll have the ability to produce a brand-new pipeline we have our sales orders sales 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 new pipeline here and we have different options first off 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 called pitched demonstration working out close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last email last email from lead Source top priority industry deal size business size close rate e-mail thread count days and state and keeps in mind so if you want to include another stage you will click this Plus at the top and you will provide your stage a name let’s state that you in fact wanted to produce another um you know phase here for instance let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can in fact choose various colors for each of the stages but I believe all of these are really already created so this is actually quite remarkable 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 demonstration are sort of like the exact same thing we just choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s eliminate the demonstration 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 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 kind a date check box drop down General e-mail e-mail tracking task calls and conferences 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 opt for this one here this is the field that was really missing and I’ll actually reorganize 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 in fact find something else within the general where we have developed by date created followers and more so I really want to choose the developed.
by or possibly the followers due to the fact that I wish to keep an eye on my employee that are in fact following this so I will you know 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 alternatives available within streak is really among the easiest and one of the most uh you understand flexible out there it’s really easy to use with design templates we have jobs too within my job once again if I didn’t want to choose these sales if I made with projects then I can opt for the task phases right here and once again the fields the procedure is going to be comparable you will pick these phases from here on this plus button here and you can likewise give it various various colors we also have service Dev here you can see then we have employing so if you do working with then this is going to be your phases job search financier fundraising others realty assistance and customized So within our assistance you can see we have actually incoming appointed working on dealt with and sound this is actually pretty good and we also have custom-made where I can actually start something from the scratch absolutely according to my company for me we merely have the sales so I’m gon na opt for the sales here and click on produce private or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click on develop now it will simply take a 2nd for a street to create a pipeline for me so you can see this really looks pretty good now I will have the ability to include my Lead Series so you can in fact click on this drop down and we have handle phase or rename so as I continue as I add various leads here what I I will do is I’ll just merely click and I’ll be able to add it click the top here include a box so click on 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 on enter so now you can see we have one lead developed let’s say that there is really closed one so I’m going to add one here let’s just for now let’s call it brand-new I’m going to add another lead let’s call it new 2 we can really open this up in a brand-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 say there was a contacted too there’s one negotiating so I’ll just merely click new now once you produce a lead we can actually click here and it will now open up the different fields that we included so this is a 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 invite colleagues so from here I can welcome the employee we have add columns we have emails files and remarks you can change to the e-mails and it will show you the e-mails that you got in files we can even upload files and after that 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 as soon as you’re made with this you can in fact click on go into 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 called and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can carry out bulk actions such as erasing and sharing also uh one more thing with srix on top you will have the ability to see we have personal alternative we have these 3 dots where we can find these stages Combinations and automation this is among the crucial ones click here and you’ll be able to in fact incorporate um other apps within yourr transfer data for notices for automations customized constructs and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they very quickly and create our CSV files similarly now I can switch to my different folders that we have here and I can produce a brand-new pipeline we can change to our simple Gmail extremely easily from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have actually created we will even have our combine emails now with our so this is the merge e-mail and with combine e-mail what takes place is I can in fact create a follow-up emails and various storage emails here and we have active instructs so utilizing is really simple you can start totally free by simply including the integration and now you know how to utilize as a total beginner don’t.
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 relates to. As an independent reporter, I’ve worked with various clients, managed multiple jobs concurrently, and maintained a comprehensive network of contacts. Juggling these responsibilities can be frustrating, and I recognized the need for a central system to simplify my operations.
In my mission for a solution, I checked out different platforms but found them to be either too expensive or too complicated for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly integrates with Gmail, making it perfect for independent reporters who greatly count on email interaction. Here are some essential advantages of using for your freelance journalism working with process:.
User-friendly Email Tracking and Company:.
allows you to track and arrange your emails easily, giving you a clear summary of your interactions with customers, leads, and partners.
You can produce personalized pipelines straight within your inbox, making it simple to handle and keep an eye on the development of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and manage your sales procedure from lead generation to project completion.
You can classify contacts, create custom phases, set tips, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Collaboration and Teamwork:.
assists in collaboration by permitting you to share pipelines and communicate with team members within the platform.
You can designate tasks, share crucial e-mails, and work together in real-time, enhancing performance and ensuring everybody stays on the same page.
Personalized Workflows:.
‘s versatile workflow system enables you to tailor your pipelines and automate recurring jobs.
You can create templates for typical e-mail reactions, schedule follow-ups, and set up tips, saving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, provides benefits in terms of coding and software application advancement. Here’s how:.
Developer-Friendly Integration:.
supplies a robust API and comprehensive developer paperwork, making it easy to incorporate with other tools and develop custom options.
This versatility permits independent reporters with coding skills to extend the performance of and tailor it to their specific requirements.
Task Management for Software Advancement:.
‘s pipeline function can be adapted to handle software development tasks, from ideation to implementation.
You can create customized phases for various advancement phases, designate jobs to team members, and track progress effectively.
Benefits and drawbacks of
Pros:.
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
Instinctive interface and easy-to-use features, decreasing the finding out curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collective features that improve teamwork and communication.
Developer-friendly API for integration and personalization.
Cost-efficient solution for freelancers and small businesses.
Cons:.
Minimal reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for full performance, limiting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
Cost:.
provides a more affordable solution, specifically for freelancers and small businesses.
HubSpot has a free version, but advanced functions require a higher-tier paid membership.
Features and Complexity:.
supplies a more detailed suite of functions, including sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Integration:.
Both and incorporate with numerous third-party tools.
‘s seamless combination with Gmail is useful for users greatly reliant on email interaction.
Conclusion:.
As a self-employed reporter, handling your hiring procedure and customer relationships is critical to your success. deals a affordable and intuitive option that seamlessly incorporates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it may 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 journalists.
Whether you’re an editor, content, or writer developer, can empower you to take control of your freelance journalism profession by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.