As an experienced freelance journalist, I comprehend the difficulties of handling jobs, tracking leads, and nurturing client relationships. In this post, I will delve into the benefits of using 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 guys welcome back in this video I will be revealing you how to use Streak Crm Log In Activity for your client relations partnership communication and much more so let’s enter into it first of all you need 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 basic Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is actually remarkable and I’ll reveal you how to do that as a complete novice it will assist you customize a best procedure for your group and you will have the ability to get your work done now let’s in fact get into the procedure now is available as an extension and it’s entirely totally free so once you get to the website you’ll get this option 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 contribute to Chrome click ADD extension and your extension will be added all right 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 check in ensure 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 access and we’re gon na just scroll down and click on permit after adding this is what your Gmail will appear like now you can see here in our simple you know folders we are getting just recently viewed all tracked emails and updated reply and after that 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 resembles our brand-new control panel for here I’ll be able to produce a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go create a new pipeline let’s really do that you will click brand-new pipeline here and we have various options first off we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have actually a lead called pitched demo negotiating close phone closed uh you understand then we have nurturing alright then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority industry offer size business size close rate e-mail thread count days and state and keeps in mind so if you wish to include another stage you will click this Plus on top and you will provide your phase a name let’s say that you actually wished to develop another um you know stage here for instance let’s state I didn’t have no strings so I can create right here.
and you can provide it your color so we can really choose various colors for each of the stages but I believe all of these are actually already developed so this is actually pretty outstanding what I will do is I will really eliminate this one and if you seem like there is um I think pitched and demo are type of like the exact same thing we simply opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s eliminate the demonstration here and then we have working out with negotiating I can go with 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 desire so you will click on this plus here and we have free kind a date check box fall General e-mail email tracking task calls and meetings 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 choose this one here this is the field that was actually missing out on and I’ll in fact rearrange and put the notes here okay e-mail thread count close date fine company’s size offer size and Business size okay let’s get rid of the company size and I’m gon na actually find something else within the general where we have produced by date developed fans and more so I actually wish to opt for the produced.
by or possibly the fans because I want to monitor my employee that are actually 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 offered within streak is in fact one of the most convenient and among the most uh you know versatile out there it’s really easy to use with design templates we have jobs too within my job once again if I didn’t want to choose these sales if I did with projects then I can go with the job phases right here and again the fields the procedure is going to be comparable you will choose these stages from here on this plus button here and you can also provide it various different colors we likewise have organization Dev here you can see then we have working with so if you do hiring then this is going to be your stages job search investor fundraising others real estate support and customized So within our support you can see we have actually inbound appointed working on fixed and noise this is actually pretty good and we likewise have custom where I can actually start something from the scratch totally according to my service for me we just have the sales so I’m gon na go with the sales here and click produce private or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click develop now it will simply take a 2nd for a street to produce a pipeline for me so you can see this in fact looks pretty good now I will be able to add my Lead Series so you can actually click this drop down and we have handle stage or relabel so as I proceed as I add different leads here what I I will do is I’ll just merely 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 include a box in the lead area here and let’s just call it brand-new and click go into 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 brand-new I’m going to add another lead let’s call it new 2 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 called also there’s one working out so I’ll just merely click new now as soon as you develop a lead we can in fact click on this link and it will now open the various fields that we included so this is a brand-new Elite that I developed and we have all of these various columns we have the fields that we created remember and after that we have invite colleagues so from here I can invite the staff member we have add columns we have e-mails files and remarks you can change to the e-mails and it will show you the emails that you got in files we can even submit files and then we have the remarks at the top here once again we have the call log we have our conference notes and we even have our.
accessories so this is how you develop a lead within your when you’re done 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 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 various 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 be able to see we have private choice we have these 3 dots where we can find these stages Combinations 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 customized develops and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely quickly and produce our CSV files likewise now I can switch to my different folders that we have here and I can develop a new pipeline we can change to our basic Gmail extremely easily from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have created we will even have our combine emails now with our so this is the combine e-mail and with combine e-mail what takes place is I can in fact develop a follow-up emails and different storage e-mails here and we have active instructs so using is actually simple you can start totally free by simply adding the combination and now you understand how to use as a complete novice don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me provide some context about my career and how it relates to. As a self-employed reporter, I’ve worked with various customers, handled several jobs concurrently, and preserved a substantial network of contacts. Juggling these obligations can be frustrating, and I recognized the requirement for a central system to improve my operations.
In my quest for a solution, I explored various platforms but found them to be either too costly or too complex for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly incorporates with Gmail, making it ideal for independent journalists who heavily rely on e-mail interaction. Here are some crucial benefits of using for your freelance journalism working with process:.
Intuitive Email Tracking and Organization:.
enables you to track and arrange your e-mails easily, giving you a clear introduction of your interactions with clients, leads, and collaborators.
You can produce adjustable pipelines straight within your inbox, making it easy to monitor the development and handle of your projects and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to picture and manage your sales procedure from lead generation to project completion.
You can categorize contacts, develop customized phases, set tips, and track interactions, guaranteeing that no opportunity slips through the cracks.
Seamless Collaboration and Teamwork:.
assists in partnership by allowing you to share pipelines and interact with team members within the platform.
You can assign jobs, share essential e-mails, and collaborate in real-time, enhancing performance and making sure everybody remains on the same page.
‘s versatile workflow system allows you to customize your pipelines and automate repetitive jobs.
You can develop design templates for typical e-mail actions, schedule follow-ups, and established tips, saving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, offers advantages in terms of coding and software advancement. Here’s how:.
provides a robust API and comprehensive developer documentation, making it easy to incorporate with other tools and build custom-made solutions.
This flexibility allows freelance reporters with coding skills to extend the performance of and tailor it to their particular requirements.
Task Management for Software Application Advancement:.
‘s pipeline function can be adapted to manage software development projects, from ideation to release.
You can produce customized phases for various advancement stages, assign jobs to employee, and track development effectively.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and easy-to-use functions, minimizing the learning curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collaborative functions that enhance teamwork and communication.
Developer-friendly API for integration and personalization.
Economical solution for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation functions.
Reliance on Gmail for complete functionality, limiting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While deals considerable benefits for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
offers a more budget-friendly solution, particularly for freelancers and small businesses.
HubSpot has a totally free variation, but advanced functions need a higher-tier paid membership.
Functions and Complexity:.
supplies a more comprehensive suite of functions, including innovative marketing automation and analytics.
concentrates on simpleness and ease of use, providing a streamlined experience.
Both and integrate with numerous third-party tools.
‘s smooth integration with Gmail is beneficial for users heavily reliant on e-mail interaction.
As a freelance journalist, handling your hiring procedure and customer relationships is critical to your success. deals a instinctive and cost effective option that effortlessly integrates with Gmail, allowing you to improve your operations and focus on your craft. While it may not have the innovative functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a author, content, or editor developer, can empower you to take control of your freelance journalism profession by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.