As a skilled freelance journalist, I understand the obstacles of managing tasks, tracking leads, and supporting customer relationships. In this post, I will dive into the advantages of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey people invite back in this video I will be showing you how to use Streak Crm Chrome Extension for your customer relations partnership interaction and a lot more so let’s enter into it to start with you require to go to streak.com and you will land on this website right here now is a kind of CRM that we can add to our simple Gmail to turn our Gmail into our working Center and we can really 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 assist you tailor an ideal process for your group and you will be able to get your work done now let’s really enter into the process now is readily available as an extension and it’s entirely totally free so when you get to the website you’ll get this alternative 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 straight 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 just sign in make sure to sign.
into the 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 simply scroll down and click allow after including this is what your Gmail will look like now you can see here in our basic you know folders we are getting just recently viewed all tracked e-mails and updated reply and then we have this 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 create 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 new pipeline here and we have different options to start with we have the stages so this is where you will pick these stages for your pipeline and you can really we have actually a lead gotten in touch with pitched demo 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 email from lead Source priority industry deal size business size close rate email 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 give your stage a name let’s state that you actually wished to create another um you know phase here for example let’s state I didn’t have no strings so I can develop right here.
and you can provide it your color so we can really choose different colors for each of the stages but I believe all of these are in fact already developed so this is really quite remarkable what I will do is I will in fact eliminate this one and if you seem like there is um I believe pitched and demo are type of like the very same thing we just go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s get rid of the demo here and after that we have negotiating with negotiating I can choose 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 want so you will click on this plus here and we have totally free kind a date check box fall General e-mail email tracking task calls and conferences so I don’t 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 go with this one here this is the field that was actually missing and I’ll in fact rearrange and put the notes here all right e-mail thread count close date okay business’s size offer size and Business size all right let’s get rid of the company size and I’m gon na actually find something else within the basic where we have produced by date produced followers and more so I really wish to opt for the developed.
by or perhaps the followers due to the fact that I wish to keep track of my team members that are really 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 lot of choices readily available within streak is actually among the easiest and among the most uh you know versatile out there it’s really easy to use with design templates we have tasks too within my task once again if I didn’t wish to choose these sales if I did with tasks then I can opt for the project stages right here and again the fields the procedure is going to be comparable you will choose these phases from here on this plus button here and you can likewise give it different various colors we likewise have company Dev here you can see then we have employing so if you do hiring then this is going to be your stages job search investor fundraising others property assistance and custom-made So within our assistance you can see we have actually incoming assigned working on resolved and noise this is actually pretty good and we also have custom where I can actually start something from the scratch completely according to my service for me we simply have the sales so I’m gon na choose 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 go with the shared one here and click produce now it will simply take a second for a street to produce a pipeline for me so you can see this in fact looks pretty good now I will have the ability to add my Lead Series so you can really click on this drop down and we have manage stage or rename so as I proceed as I include various leads here what I I will do is I’ll just simply click and I’ll be able to add it click on the top here add a box so click on 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 on enter so now you can see we have one lead developed let’s state that there is in fact 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 add another lead let’s call it new two 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 by doing this now you can see we have 2 leads then let’s state there was a gotten in touch with too there’s one working out so I’ll just merely click new now once you develop a lead we can in fact click here and it will now open the various fields that we added 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 keep in mind and then we have welcome teammates so from here I can invite the team members we have add columns we have emails files and remarks you can switch to the emails and it will reveal you the e-mails that you got in files we can even publish 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.
attachments so this is how you produce a lead within your once you’re done 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 data 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 choose different leads from here the stages and we can perform bulk actions such as erasing and sharing also uh another thing with srix on top you will have the ability to see we have private option we have these 3 dots where we can find these phases Integrations and automation this is among the crucial ones click here and you’ll be able to in fact integrate um other apps within yourr transfer data for notices for automations custom develops and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they very easily and develop our CSV files likewise now I can change to my various folders that we have here and I can create a new pipeline we can switch to our basic Gmail very easily from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have produced we will even have our merge e-mails now with our so this is the merge email and with combine email what occurs is I can actually develop a follow-up emails and different storage emails here and we have active instructs so using is truly simple you can get started for free by just including the integration and now you understand how to use as a complete newbie don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me provide some context about my career and how it connects to. As a freelance journalist, I’ve dealt with various clients, handled numerous jobs simultaneously, and maintained a substantial network of contacts. Balancing these responsibilities can be overwhelming, and I recognized the need for a centralized system to improve my operations.
In my mission for a service, I explored different platforms however discovered 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 consumer relationship management tool that effortlessly incorporates with Gmail, making it ideal for independent journalists who heavily count on e-mail communication. Here are some essential advantages of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Organization:.
permits you to track and arrange your emails effortlessly, providing you a clear introduction of your interactions with clients, leads, and collaborators.
You can develop customizable pipelines straight within your inbox, making it easy to keep an eye on the progress and handle of your tasks and jobs.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to imagine and manage your sales procedure from list building to task completion.
You can classify contacts, develop custom phases, set suggestions, and track interactions, guaranteeing that no opportunity slips through the cracks.
Seamless Collaboration and Teamwork:.
assists in collaboration by enabling you to share pipelines and communicate with team members within the platform.
You can assign jobs, share essential emails, and work together in real-time, improving productivity and ensuring everyone stays on the very same page.
‘s versatile workflow system allows you to personalize your pipelines and automate recurring tasks.
You can create design templates for typical e-mail responses, schedule follow-ups, and established tips, conserving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in independent journalism, provides advantages in terms of coding and software advancement. Here’s how:.
supplies a robust API and comprehensive designer paperwork, making it easy to incorporate with other tools and build custom solutions.
This versatility enables independent reporters with coding skills to extend the performance of and tailor it to their specific needs.
Job Management for Software Application Development:.
‘s pipeline feature can be adjusted to manage software application development projects, from ideation to implementation.
You can produce custom stages for various advancement stages, assign jobs to team members, and track progress efficiently.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly user interface and user friendly functions, decreasing the finding out curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collaborative features that boost teamwork and communication.
Developer-friendly API for combination and personalization.
Cost-effective option for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for full performance, restricting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more budget-friendly solution, particularly for freelancers and small companies.
HubSpot has a complimentary variation, however advanced functions require a higher-tier paid membership.
Features and Intricacy:.
supplies a more extensive suite of functions, including innovative 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 combination with Gmail is beneficial for users greatly reliant on email interaction.
As a self-employed journalist, managing your hiring process and customer relationships is critical to your success. deals a intuitive and affordable service that perfectly incorporates with Gmail, enabling you to improve your operations and focus 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 journalists.
Whether you’re a material, editor, or writer creator, can empower you to take control of your freelance journalism career by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.