As a seasoned freelance reporter, I comprehend the difficulties of handling jobs, tracking leads, and supporting customer relationships. In this post, I will delve into the benefits of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey people invite back in this video I will be revealing you how to use Streak Crm New Features for your consumer relations collaboration communication and a lot more so let’s enter into it first off you require 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 remarkable and I’ll show you how to do that as a total novice it will assist you customize a best process for your group and you will have the ability to get your work done now let’s really enter into the process now is offered as an extension and it’s 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 choose this one now it will take you to Chrome dot google.com extensions and this is our extension here click contribute 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 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 sign in ensure to sign.
into the very same Gmail that you have included 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 on allow 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 e-mails and upgraded reply and after that we have this brand-new option 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 new dashboard for here I’ll have the ability to produce a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go create a brand-new pipeline let’s actually do that you will click new pipeline here and we have different choices first of all we have the stages so this is where you will pick these stages for your pipeline and you can actually we have a lead gotten in touch with pitched demo negotiating close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last email last e-mail from lead Source concern market deal size company size close rate email thread count days and state and keeps in mind so if you want to include another phase you will click on this Plus on top and you will offer your phase a name let’s say that you actually wanted to create another um you know stage here for example let’s say I didn’t have no strings so I can develop right here.
and you can offer it your color so we can really pick various colors for each of the stages however I think all of these are actually currently developed so this is actually quite impressive what I will do is I will really eliminate this one and if you feel like there is um I think pitched and demo are kind of like the exact same thing we just choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s eliminate the demonstration here and then we have negotiating with negotiating I can go with 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 kind a date check box drop down General e-mail 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 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 fine e-mail thread count close date alright company’s size offer size and Business size all right let’s get rid of the company size and I’m gon na in fact find something else within the basic where we have created by date created followers and more so I really wish to opt for the created.
by or perhaps the fans because I wish to keep track of my staff member that are really following this so I will you know put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a great deal of choices readily available 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 task again if I didn’t want to choose these sales if I finished with tasks then I can opt for the task phases right here and again the fields the process is going to be similar you will select these stages from here on this plus button here and you can likewise give it various different colors we likewise have organization Dev here you can see then we have working with so if you do working with then this is going to be your phases job search financier fundraising others property support and custom So within our support you can see we have incoming designated dealing with dealt with and sound this is actually pretty good and we likewise have custom where I can really start something from the scratch totally according to my business for me we simply have the sales so I’m gon na choose the sales here and click on develop personal or.
shared so I will be sharing this with a staff member so I’m going to opt for the shared one here and click create now it will just take a second for a street to produce a pipeline for me so you can see this actually looks respectable now I will be able to add my Lead Series so you can really click this drop down and we have manage stage or rename so as I continue as I add different leads here what I I will do is I’ll just simply click and I’ll have the ability 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 section here and let’s simply call it new and click on go into so now you can see we have one lead produced let’s state that there is in fact closed one so I’m going to add 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 2 we can in fact open this up in a new tab from here too but I’m just for now I’m simply gon na work in this manner now you can see we have two leads then let’s say there was a contacted too there’s one working out so I’ll just merely click new now when you create a lead we can really click here and it will now open the different fields that we added so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we produced keep in mind and then we have welcome colleagues so from here I can welcome the staff member we have add columns we have e-mails files and remarks you can change to the emails and it will show you the e-mails that you got in files we can even submit files and then we have the remarks 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 create a lead within your as soon as you’re done with this you can in fact click on 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 choose various leads from here the stages and we can perform bulk actions such as deleting and sharing also uh one more thing with srix at the top you will have the ability to see we have personal choice we have these 3 dots where we can find these phases Integrations and automation this is one of the essential ones click here and you’ll have the ability to actually integrate um other apps within yourr transfer information for notices for automations custom builds and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely easily and produce our CSV files likewise now I can switch to my various folders that we have here and I can develop a brand-new pipeline we can change to our easy Gmail extremely quickly from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have created we will even have our combine e-mails now with our so this is the merge email and with combine e-mail what occurs is I can in fact develop a follow-up e-mails and various storage emails here and we have active instructs so using is actually simple you can start for free by just adding the integration and now you understand how to utilize as a complete newbie do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me supply some context about my profession and how it connects to. As an independent journalist, I have actually dealt with various clients, handled numerous projects concurrently, and preserved a substantial network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the requirement for a central system to enhance my operations.
In my mission for a solution, I explored numerous platforms however found them to be either too complicated or too costly 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 seamlessly incorporates with Gmail, making it perfect for independent journalists who greatly rely on email communication. Here are some essential benefits of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Organization:.
enables you to track and organize your e-mails effortlessly, giving you a clear summary of your interactions with customers, leads, and partners.
You can create customizable pipelines straight within your inbox, making it simple to manage and keep an eye on the development of your jobs and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to picture and manage your sales process 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 cracks.
Seamless Collaboration and Teamwork:.
helps with collaboration by enabling you to share pipelines and communicate with team members within the platform.
You can appoint tasks, share crucial e-mails, and team up in real-time, enhancing productivity and ensuring everyone remains on the same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repeated jobs.
You can produce templates for typical email actions, schedule follow-ups, and established pointers, conserving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, uses benefits in terms of coding and software advancement. Here’s how:.
supplies a robust API and substantial developer documents, making it simple to integrate with other tools and build custom services.
This flexibility allows self-employed journalists with coding abilities to extend the performance of and tailor it to their specific requirements.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adapted to handle software application development tasks, from ideation to release.
You can create custom-made phases for different development phases, assign tasks to staff member, and track development effectively.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive interface and user friendly features, decreasing the finding out curve.
Customizable pipelines and workflows to adjust to private requirements.
Collective functions that improve teamwork and interaction.
Developer-friendly API for combination and customization.
Affordable solution for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation features.
Dependence on Gmail for full functionality, restricting compatibility with other e-mail 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 brief comparison:.
uses a more inexpensive service, specifically for freelancers and small businesses.
HubSpot has a totally free variation, but advanced features require a higher-tier paid subscription.
Features and Intricacy:.
supplies a more extensive suite of functions, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and integrate with numerous third-party tools.
‘s smooth integration with Gmail is advantageous for users heavily reliant on email interaction.
As an independent journalist, handling your hiring process and client relationships is paramount to your success. deals a instinctive and economical option that flawlessly integrates with Gmail, enabling you to enhance your operations and focus on your craft. While it may not have the advanced functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re an editor, material, or writer creator, can empower you to take control of your freelance journalism career by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.