As an experienced freelance journalist, I understand the challenges of handling tasks. Streak Crm: …tracking leads, and supporting customer relationships. Throughout the years, I have actually experimented with various tools to improve my workflow and improve performance. One tool that has actually genuinely changed my hiring procedure. In this short article, I will delve into the benefits of using for freelance journalism, explore its functions in regards to sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for beginners hey people welcome back in this video I will be showing you how to utilize Streak Crm: for your customer relations partnership interaction and a lot more so let’s enter it to start with you need to go to streak.com and you will land on this website right here now is a sort of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is truly remarkable and I’ll show you how to do that as a complete newbie it will help you tailor an ideal procedure for your team and you will be able to get your work done now let’s really get into the process now is offered as an extension and it’s totally free so when you get to the website 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 included 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 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 on enable after adding this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting recently viewed all tracked emails and upgraded reply and after that 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 combines so you can see this resembles our brand-new dashboard for here I’ll be able to create a 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 actually 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 pick these stages for your pipeline and you can really we have a lead contacted pitched demonstration 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 concern industry deal size business size close rate email thread count days and state and notes so if you want to add another phase you will click this Plus at the top and you will provide your phase a name let’s say that you really wanted to produce another um you know stage here for instance let’s say I didn’t have no strings so I can produce right here.
and you can give it your color so we can in fact select different colors for each of the stages but I believe all of these are actually already developed so this is really quite remarkable what I will do is I will actually get rid of this one and if you feel like there is um I believe pitched and demo are type of like the exact same thing we simply go with the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s get rid of the demo here and then we have negotiating with negotiating I can choose 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 desire so you will click this plus here and we have free type a date check box fall General email e-mail tracking job 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 go with this one here this is the field that was in fact missing out on and I’ll really rearrange and put the notes here okay e-mail thread count close date fine company’s size deal size and Business size alright let’s get rid of the company size and I’m gon na really discover something else within the basic where we have developed by date developed fans and more so I really want to choose the developed.
by or maybe the followers due to the fact that I want 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 some of the fields that I wanted for my pipeline now you can see there are a great deal of choices offered within streak is really among the easiest and one of the most uh you understand versatile out there it’s really easy to use with design templates we have tasks too within my job 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 once again the fields the procedure is going to be similar you will select these phases from here on this plus button here and you can likewise offer it various different colors we also have organization Dev here you can see then we have employing so if you do employing then this is going to be your phases job search financier fundraising others real estate assistance and custom So within our assistance you can see we have incoming appointed dealing with solved and noise this is really respectable and we also have customized where I can actually start something from the scratch totally according to my company for me we simply have the sales so I’m gon na choose the sales here and click create private or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click create now it will simply take a second for a street to produce a pipeline for me so you can see this actually looks pretty good now I will be able to add my Lead Series so you can in fact click this fall and we have handle phase or relabel 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 include a box so click ADD box here and I’m going to include a box in the lead area here and let’s simply call it brand-new and click go into so now you can see we have actually one lead developed let’s say that there is actually closed one so I’m going to include one here let’s just for now let’s call it new I’m going to include another lead let’s call it brand-new two we can really open this up in a brand-new tab from here too however 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 contacted too there’s one negotiating so I’ll just simply click on brand-new now once you produce a lead we can really click here and it will now open up the different fields that we added so this is a new Elite that I created and we have all of these different columns we have the fields that we created keep in mind and then we have welcome colleagues so from here I can welcome the team members we have add columns we have emails files and comments you can switch to the emails and it will show you the emails that you got in files we can even upload files and then we have the remarks 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 develop a lead within your once you’re made with this you can actually click go into and it will be closed now it will show you something like this we have all of our information gathered here and at the top we’re getting our account such as 2 leads one gotten in touch with 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 erasing and sharing also uh another thing with srix on top you will have the ability to see we have personal choice we have these three dots where we can discover these phases Integrations and automation this is one of the crucial ones click here and you’ll be able to in fact incorporate um other apps within yourr transfer information for notifications for automations custom develops and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they very easily and produce our CSV files similarly now I can change to my different folders that we have here and I can produce a new pipeline we can switch to our basic Gmail very easily from here and it will likewise show me the emails that I will be receiving for my pipelines that I have produced we will even have our combine e-mails now with our so this is the combine e-mail and with combine e-mail what takes place is I can in fact create a follow-up e-mails and various storage emails here and we have active instructs so using is really simple you can begin free of charge by simply adding the integration and now you understand how to utilize as a total beginner do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me offer some context about my profession and how it associates with. As a freelance journalist, I have actually dealt with various clients, managed multiple projects simultaneously, and preserved an extensive network of contacts. Juggling 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 explored numerous platforms but found them to be either too pricey or too complicated for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly incorporates with Gmail, making it ideal for independent journalists who heavily depend on email communication. Here are some key advantages of using for your freelance journalism working with process:.
User-friendly Email Tracking and Company:.
enables you to track and arrange your emails easily, offering you a clear summary of your communications with clients, leads, and partners.
You can develop personalized pipelines straight within your inbox, making it easy to keep an eye on the development and handle of your projects and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to picture and handle your sales procedure from list building to project completion.
You can categorize contacts, develop custom-made stages, set reminders, and track interactions, ensuring that no opportunity slips through the cracks.
Smooth Collaboration and Team Effort:.
facilitates partnership by permitting you to share pipelines and communicate with employee within the platform.
You can designate tasks, share essential emails, and collaborate in real-time, enhancing performance and ensuring everyone stays on the very same page.
‘s flexible workflow system enables you to customize your pipelines and automate recurring tasks.
You can create design templates for common email responses, schedule follow-ups, and established tips, saving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, offers advantages in regards to coding and software development. Here’s how:.
offers a robust API and comprehensive developer paperwork, making it simple to integrate with other tools and develop custom services.
This versatility allows self-employed reporters with coding skills to extend the performance of and tailor it to their specific requirements.
Project Management for Software Development:.
‘s pipeline feature can be adjusted to manage software development jobs, from ideation to implementation.
You can produce custom phases for various advancement phases, appoint tasks to team members, and track development efficiently.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
User-friendly user interface and easy-to-use functions, reducing the discovering curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collaborative features that improve teamwork and interaction.
Developer-friendly API for combination and modification.
Cost-efficient option for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for full performance, restricting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
provides a more economical option, particularly for freelancers and small companies.
HubSpot has a complimentary version, however advanced functions need a higher-tier paid subscription.
Features and Complexity:.
supplies a more comprehensive suite of functions, consisting of advanced marketing automation and analytics.
concentrates on simplicity and ease of use, offering a structured experience.
Both and incorporate with various third-party tools.
‘s smooth combination with Gmail is beneficial for users heavily reliant on email communication.
As an independent reporter, handling your hiring procedure and client relationships is critical to your success. deals a intuitive and budget-friendly option that effortlessly incorporates with Gmail, allowing you to simplify your operations and focus on your craft. While it might not have the innovative functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a writer, content, or editor creator, can empower you to take control of your freelance journalism profession by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.