As a seasoned freelance journalist, I comprehend the challenges of handling jobs, tracking leads, and nurturing customer relationships. In this short article, 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 newbies hey people welcome back in this video I will be revealing you how to use Streak Crm Vs Suitecrm for your client relations collaboration communication and a lot more so let’s get into it firstly 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 contribute to our easy Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is actually incredible and I’ll show you how to do that as a complete newbie it will assist you tailor 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 procedure now is readily available as an extension and it’s entirely totally free so once you get to the site you’ll get this choice here which is add 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 fine 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 ensure 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 merely scroll down and click enable after including 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 emails and upgraded reply and then we have this brand-new choice 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 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 employing so this is where we’ll go develop a brand-new pipeline let’s really do that you will click on brand-new pipeline here and we have different options to start with we have the stages so this is where you will choose these phases for your pipeline and you can really we have actually a lead gotten in touch with pitched demonstration working out close phone closed uh you understand then we have supporting okay then we have Fields so in fields we have a date of last email last e-mail from lead Source concern market deal size business size close rate e-mail thread count days and state and notes so if you want to add another stage you will click on this Plus on top and you will provide your phase a name let’s state that you in fact wanted to produce another um you know stage here for example let’s say I didn’t have no strings so I can create right here.
and you can give it your color so we can actually pick various colors for each of the stages however I believe all of these are in fact already produced so this is really pretty impressive what I will do is I will actually eliminate this one and if you feel like there is um I believe pitched and demo are kind of like the same thing we simply go with the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s get rid of 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 stages then I will scroll down to the fields here with each pipeline what are the different fields that you want so you will click this plus here and we have free form a date check box fall General e-mail email tracking job calls and meetings 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 choose this one here this is the field that was actually missing and I’ll really reorganize and put the notes here fine e-mail thread count close date alright company’s size offer size and Company size okay let’s eliminate the company size and I’m gon na really find something else within the basic where we have produced by date produced followers and more so I really want to go for the developed.
by or possibly the fans because I wish to keep track of my employee that are in fact following this so I will you know put it right here now these are the a few 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 among the easiest and among the most uh you understand flexible out there it’s extremely easy to use with design templates we have projects too within my job once again if I didn’t want to opt for these sales if I made with jobs then I can go with the project phases right here and again the fields the procedure is going to be similar you will choose these phases from here on this plus button here and you can also offer it various various colors we also have service Dev here you can see then we have working with so if you do employing then this is going to be your stages job search financier fundraising others realty support and custom-made So within our support you can see we have inbound appointed working on resolved and noise this is in fact respectable and we likewise have custom where I can actually 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 produce personal or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click produce now it will simply take a second for a street to create a pipeline for me so you can see this really looks pretty good now I will be able to add my Lead Series so you can actually 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 simply click and I’ll have the ability to include it click the top here add a box so click ADD box here and I’m going to add a box in the lead area here and let’s simply call it brand-new and click get in so now you can see we have one lead produced let’s state that there is actually 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 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 called also there’s one working out so I’ll just simply click new now once you create a lead we can actually click here and it will now open up the various fields that we added so this is a brand-new Elite that I developed and we have all of these different columns we have the fields that we produced remember and after that we have invite teammates so from here I can invite the staff member we have add columns we have emails files and remarks you can change 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 meeting notes and we even have our.
accessories so this is how you produce a lead within your when you’re done with this you can actually click on get in and it will be closed now it will reveal you something like this we have all of our information collected here and at the top we’re getting our account such as 2 leads one called and something like this and this is where you will be getting your list we can choose various leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh another thing with srix at the top you will have the ability to see we have private alternative we have these 3 dots where we can find these phases Integrations and automation this is among the important ones click here and you’ll be able to actually incorporate um other apps within yourr transfer information for alerts for automations custom-made builds 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 produce our CSV files similarly now I can switch to my various folders that we have here and I can develop a brand-new pipeline we can change to our simple Gmail very easily from here and it will also show me the emails that I will be receiving for my pipelines that I have created we will even have our merge emails now with our so this is the combine e-mail and with merge email what happens is I can actually produce a follow-up emails and different storage e-mails here and we have active advises so utilizing is truly simple you can start free of charge by just adding the combination and now you know how to utilize as a complete newbie don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me provide some context about my profession and how it connects to. As a self-employed journalist, I have actually worked with various clients, managed several tasks concurrently, and preserved a comprehensive network of contacts. Balancing these duties can be overwhelming, and I recognized the requirement for a central system to improve my operations.
In my mission for a service, I explored different platforms however found them to be either too complicated or too costly for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly incorporates with Gmail, making it ideal for self-employed reporters who heavily count on e-mail interaction. Here are some essential advantages of using for your freelance journalism employing process:.
Intuitive Email Tracking and Company:.
permits you to track and organize your e-mails effortlessly, providing you a clear overview of your communications with customers, leads, and partners.
You can produce personalized pipelines directly within your inbox, making it simple to manage and monitor the progress of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to visualize and manage your sales procedure from lead generation to project conclusion.
You can classify contacts, create customized stages, set reminders, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Partnership and Teamwork:.
helps with collaboration by permitting you to share pipelines and communicate with staff member within the platform.
You can assign jobs, share essential emails, and collaborate in real-time, enhancing efficiency and making sure everyone stays on the exact same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repeated tasks.
You can develop design templates for typical e-mail actions, schedule follow-ups, and established reminders, saving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, provides benefits in regards to coding and software development. Here’s how:.
offers a robust API and extensive designer documents, making it easy to incorporate with other tools and construct custom options.
This flexibility allows freelance journalists with coding abilities to extend the functionality of and customize it to their particular requirements.
Project Management for Software Advancement:.
‘s pipeline function can be adjusted to manage software advancement tasks, from ideation to deployment.
You can develop custom stages for different development stages, appoint jobs to staff member, and track development effectively.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive user interface and easy-to-use features, lessening the finding out curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collaborative functions that boost team effort and communication.
Developer-friendly API for combination and modification.
Economical service for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Reliance on Gmail for full performance, restricting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While offers substantial benefits for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more affordable solution, specifically for freelancers and small businesses.
HubSpot has a free variation, but advanced functions require a higher-tier paid membership.
Functions and Complexity:.
offers a more extensive suite of features, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, using a streamlined experience.
Both and integrate with different third-party tools.
‘s seamless integration with Gmail is advantageous for users greatly reliant on email interaction.
As an independent reporter, handling your hiring process and client relationships is critical to your success. deals a intuitive and cost effective option that perfectly integrates with Gmail, allowing you to improve your operations and focus on your craft. While it might not have the advanced functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a writer, content, or editor creator, can empower you to take control of your freelance journalism career by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.