As a skilled freelance journalist, I comprehend the difficulties of handling tasks, tracking leads, and supporting customer relationships. In this article, 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 comparison with HubSpot CRM.
tutorial how to use for beginners hey guys welcome back in this video I will be revealing you how to utilize Streak Crm Contacts for your consumer relations collaboration communication and a lot more so let’s enter into it first of all you require to go to streak.com and you will arrive at 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 truly remarkable and I’ll reveal you how to do that as a complete newbie it will assist you tailor a perfect procedure for your group and you will have the ability to get your work done now let’s really get into the process now is offered as an extension and it’s totally totally free so once you get to the site you’ll get this alternative here which is contribute to Chrome and you’re.
going to select 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 all right it’s done and now it is adding 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 added the uh you understand streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click permit 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 seen all tracked emails and updated reply and then 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 merges so you can see this is like our new dashboard for here I’ll have the ability to create a brand-new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go produce a brand-new pipeline let’s really do that you will click new pipeline here and we have different options first of all we have the stages so this is where you will pick these stages for your pipeline and you can really we have a lead gotten in touch with pitched demo working out close phone closed uh you know then we have supporting alright then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority industry offer size business size close rate email thread count days and state and notes so if you want to include another stage you will click on this Plus on top and you will provide your stage a name let’s state that you in fact wanted to create another um you understand 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 really choose various colors for each of the stages but I think all of these are actually currently produced so this is actually quite excellent what I will do is I will actually get rid of this one and if you seem like there is um I believe pitched and demonstration are type 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 get rid of the demonstration 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 various fields that you desire so you will click this plus here and we have totally free kind a date check box drop down General email e-mail tracking job calls and meetings so I do not 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 actually missing out on and I’ll actually reorganize and put the notes here okay e-mail thread count close date okay company’s size deal size and Company size okay let’s get rid of the business size and I’m gon na actually discover something else within the general where we have actually created by date created followers and more so I in fact wish to opt for the created.
by or possibly the followers since I wish to keep track of my staff member 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 really among the easiest and among the most uh you understand flexible out there it’s really easy to use with design templates we have jobs too within my task once again if I didn’t wish to go for these sales if I finished with jobs then I can opt for the task phases right here and once again the fields the process is going to be similar you will choose these stages from here on this plus button here and you can also give it different various colors we also have business Dev here you can see then we have hiring so if you do hiring then this is going to be your phases task search investor fundraising others property assistance and custom-made So within our assistance you can see we have actually incoming appointed working on dealt with and sound this is actually respectable and we also have custom-made where I can in fact start something from the scratch totally according to my company for me we merely have the sales so I’m gon na go with the sales here and click create personal or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click develop now it will just take a 2nd for a street to develop a pipeline for me so you can see this actually looks pretty good now I will be able to include my Lead Series so you can in fact click this fall and we have handle phase 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 include a box so click 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 go into so now you can see we have one lead produced 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 in fact open this up in a 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 also there’s one negotiating so I’ll just merely click on new now when you produce a lead we can in fact click here and it will now open up the different fields that we included so this is a brand-new Elite that I produced and we have all of these different columns we have the fields that we produced keep in mind and then we have welcome colleagues so from here I can invite the staff member we have add columns we have emails files and remarks you can switch to the emails and it will show you the e-mails that you got in files we can even submit files and after that we have the remarks at the top here again we have the call log we have our conference notes and we even have our.
attachments so this is how you create a lead within your once you’re finished with this you can really 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 called 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 perform 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 option we have these three dots where we can find these phases Integrations and automation this is one of the essential ones click on this link and you’ll be able to actually integrate um other apps within yourr transfer data 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 information they really easily and produce our CSV files likewise now I can change to my various folders that we have here and I can develop a brand-new pipeline we can switch to our simple Gmail very easily from here and it will also reveal me the emails that I will be getting for my pipelines that I have created we will even have our merge e-mails now with our so this is the combine e-mail and with combine email what occurs is I can actually create a follow-up e-mails and various storage emails here and we have active instructs so utilizing is actually easy you can get started totally free by just including the integration and now you know how to use as a complete novice do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me supply some context about my career and how it connects to. As a self-employed reporter, I have actually dealt with many customers, handled multiple jobs all at once, and kept a substantial network of contacts. Juggling these duties can be frustrating, and I recognized the requirement for a centralized system to enhance my operations.
In my quest for a service, I explored various platforms however found them to be either too costly or too complicated for my freelance setup. That’s when I found, 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 depend on e-mail interaction. Here are some essential benefits of using for your freelance journalism employing process:.
Intuitive Email Tracking and Company:.
enables you to track and arrange your emails effortlessly, offering you a clear overview of your interactions with clients, leads, and partners.
You can produce customizable pipelines directly within your inbox, making it simple to keep track of the progress and manage of your projects and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to envision and manage your sales procedure from lead generation to project conclusion.
You can classify contacts, produce custom phases, set pointers, and track interactions, making sure that no chance slips through the fractures.
Seamless Collaboration and Teamwork:.
facilitates partnership by permitting you to share pipelines and communicate with staff member within the platform.
You can designate jobs, share essential e-mails, and collaborate in real-time, boosting productivity and ensuring everyone stays on the same page.
Adjustable Workflows:.
‘s versatile workflow system allows you to customize your pipelines and automate repetitive tasks.
You can create templates for typical email actions, schedule follow-ups, and set up suggestions, conserving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, provides benefits in terms of coding and software development. Here’s how:.
Developer-Friendly Integration:.
offers a robust API and extensive designer documents, making it simple to incorporate with other tools and build customized services.
This flexibility permits freelance journalists with coding skills to extend the functionality of and tailor it to their specific requirements.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to handle software application advancement tasks, from ideation to implementation.
You can create customized phases for various development stages, designate tasks to team members, and track development efficiently.
Benefits and drawbacks of
Pros:.
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and easy-to-use functions, lessening the finding out curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collaborative functions that enhance teamwork and interaction.
Developer-friendly API for integration and modification.
Affordable option for freelancers and small companies.
Cons:.
Minimal reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation features.
Reliance on Gmail for full performance, limiting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
Cost:.
provides a more economical option, especially for freelancers and small businesses.
HubSpot has a complimentary version, but advanced features require a higher-tier paid membership.
Functions and Complexity:.
supplies a more comprehensive suite of functions, including sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, offering a structured experience.
Integration:.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is beneficial for users greatly reliant on e-mail communication.
Conclusion:.
As a freelance reporter, handling your hiring procedure and client relationships is vital to your success. deals a cost effective and intuitive option that flawlessly integrates with Gmail, allowing you to streamline your operations and focus on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simplicity, 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 handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.