As an experienced freelance journalist, I understand the challenges of handling projects, tracking leads, and supporting customer relationships. In this article, I will dig into the benefits of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for beginners hey people welcome back in this video I will be revealing you how to use What Is The Biggest Limitation Of The Streak Crm for your client relations cooperation interaction and much more so let’s enter into it first off you need to go to streak.com and you will land on this site right here now is a type 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 amazing and I’ll show you how to do that as a complete beginner it will help you tailor an ideal procedure for your group and you will have the ability to get your work done now let’s really enter the process now is available as an extension and it’s totally complimentary so when you get to the site you’ll get this alternative here which is add 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 ADD extension and your extension will be included alright 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 merely check in make sure to sign.
into the very same Gmail that you have actually included the uh you know streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click on permit after adding this is what your Gmail will look like now you can see here in our easy you know folders we are getting recently viewed all tracked e-mails and updated reply and after that we have this 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 resembles our brand-new dashboard for here I’ll be able to create a 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 new pipeline let’s actually do that you will click brand-new pipeline here and we have various options to start with we have the stages so this is where you will pick these stages for your pipeline and you can actually we have actually a lead called pitched demo negotiating close phone closed uh you know then we have nurturing all right 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 email thread count days and state and notes so if you wish to include another phase you will click this Plus at the top and you will provide your stage a name let’s say that you actually wanted to create another um you understand phase here for instance let’s say I didn’t have no strings so I can develop right here.
and you can give it your color so we can actually select different colors for each of the stages but I think all of these are really already created so this is really quite impressive what I will do is I will really eliminate this one and if you feel like there is um I believe 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 working out 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 on this plus here and we have totally free kind a date check box drop down General e-mail email tracking task 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 out on and I’ll in fact reorganize and put the notes here alright e-mail thread count close date fine business’s size deal size and Company size alright let’s get rid of the business size and I’m gon na in fact discover something else within the general where we have developed by date created followers and more so I really want to choose the produced.
by or perhaps the fans since I want to track my team members that are in fact following this so I will you understand 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 lot of options offered 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 task again if I didn’t wish to choose these sales if I finished with tasks then I can choose the project stages right here and again the fields the process is going to be similar you will pick these stages from here on this plus button here and you can likewise give it different various colors we likewise have business Dev here you can see then we have employing so if you do working with then this is going to be your stages task search financier fundraising others realty support and customized So within our support you can see we have actually inbound appointed working on fixed and noise this is in fact pretty good and we likewise have custom-made where I can actually start something from the scratch totally according to my business for me we simply have the sales so I’m gon na opt for the sales here and click develop private or.
shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click create now it will simply take a second for a street to create a pipeline for me so you can see this actually looks respectable now I will have the ability to add my Lead Series so you can actually click on this drop down and we have manage 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 on 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 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 include one here let’s just for now let’s call it new I’m going to include another lead let’s call it new two we can actually open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s say there was a called too there’s one working out so I’ll just simply click on new now when you produce a lead we can in fact click here and it will now open up the various 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 produced remember and after that we have welcome colleagues so from here I can welcome the team members we have add columns we have e-mails files and comments you can switch to the e-mails and it will reveal you the e-mails that you got in files we can even submit files and then we have the comments at the top here again we have the call log we have our meeting notes and we even have our.
attachments so this is how you produce a lead within your as soon as you’re finished with this you can in fact click on enter and it will be closed now it will reveal you something like this we have all of our data 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 select 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 at the top you will be able to see we have private option we have these three dots where we can find these phases Combinations and automation this is among the essential ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer data for alerts for automations custom-made builds and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they very quickly and develop our CSV files likewise 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 easy Gmail extremely easily from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have actually produced we will even have our combine e-mails now with our so this is the merge e-mail and with merge email what happens is I can actually create a follow-up emails and various storage emails here and we have active advises so utilizing is really simple you can get started totally free by just adding the integration and now you understand how to utilize as a complete beginner do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me supply some context about my profession and how it relates to. As an independent reporter, I have actually worked with various clients, handled numerous projects all at once, and preserved a comprehensive network of contacts. Balancing these responsibilities can be frustrating, and I recognized the requirement for a central system to improve my operations.
In my mission for an option, I explored numerous platforms but found them to be either too complex or too expensive for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly incorporates with Gmail, making it perfect for independent reporters who greatly count on e-mail communication. Here are some crucial 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, providing you a clear summary of your communications with customers, leads, and partners.
You can produce adjustable pipelines straight within your inbox, making it easy to manage and keep an eye on the progress of your tasks and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and handle your sales process from lead generation to task completion.
You can classify contacts, develop custom phases, set reminders, and track interactions, ensuring that no chance slips through the cracks.
Seamless Collaboration and Teamwork:.
facilitates collaboration by permitting you to share pipelines and interact with team members within the platform.
You can appoint jobs, share essential emails, and team up in real-time, improving 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 create design templates for common e-mail reactions, schedule follow-ups, and established reminders, conserving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, provides benefits in terms of coding and software advancement. Here’s how:.
provides a robust API and substantial designer documentation, making it easy to integrate with other tools and build custom solutions.
This flexibility allows self-employed reporters with coding abilities to extend the performance of and customize it to their specific requirements.
Task Management for Software Development:.
‘s pipeline function can be adapted to manage software application advancement projects, from ideation to deployment.
You can create custom-made stages for different development stages, designate jobs to team members, and track progress effectively.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and user friendly features, reducing the learning curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collaborative functions that improve team effort and communication.
Developer-friendly API for integration and customization.
Affordable solution for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for full performance, restricting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While deals substantial benefits for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more budget-friendly service, particularly for freelancers and small businesses.
HubSpot has a complimentary version, however advanced features need a higher-tier paid subscription.
Functions and Intricacy:.
offers a more comprehensive suite of features, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Both and incorporate with numerous third-party tools.
‘s smooth integration with Gmail is advantageous for users heavily reliant on email communication.
As a self-employed journalist, managing your hiring process and client relationships is critical to your success. deals a budget friendly and user-friendly solution that seamlessly integrates with Gmail, enabling you to improve your operations and focus on your craft. While it might not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
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 ventures.