As an experienced freelance reporter, I comprehend the challenges of handling tasks, tracking leads, and nurturing client relationships. In this article, I will dig into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey people welcome back in this video I will be revealing you how to use Streak Crm Review 2017 for your customer relations collaboration interaction and much more so let’s get into it to start with you need to go to streak.com and you will arrive on this site right here now is a kind of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is actually fantastic and I’ll show you how to do that as a total newbie it will help you personalize a perfect process for your group and you will be able to get your work done now let’s really get into the process now is available as an extension and it’s completely complimentary so once you get to the website you’ll get this alternative here which is contribute 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 added okay 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 merely check in make certain to sign.
into the same Gmail that you have included the uh you understand streak to now it will ask you for your access and we’re gon na just 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 recently seen all tracked emails and updated reply and after that 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 combines so you can see this resembles our brand-new control panel for here I’ll have the ability to produce 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 in fact do that you will click new pipeline here and we have various alternatives first of all we have the stages so this is where you will select these stages for your pipeline and you can in fact we have a lead contacted pitched demo working out close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last email last email from lead Source concern market deal size business size close rate email thread count days and state and notes so if you wish to add another phase you will click this Plus at the top and you will offer your stage a name let’s state that you actually wanted to produce another um you know phase here for instance let’s say I didn’t have no strings so I can produce right here.
and you can provide it your color so we can actually choose different colors for each of the stages but I think all of these are actually already created so this is actually pretty outstanding what I will do is I will really eliminate this one and if you feel like there is um I think pitched and demonstration are type of like the same thing we just opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s eliminate the demonstration here and after that we have negotiating with negotiating I can opt for 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 totally 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 fine e-mail thread count close date all right company’s size offer size and Business size all right let’s eliminate the company size and I’m gon na really find something else within the general where we have developed by date produced fans and more so I in fact want to choose the produced.
by or maybe the followers because I wish to monitor my employee 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 desired for my pipeline now you can see there are a lot of choices offered within streak is in fact among the most convenient 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 job once again if I didn’t wish to opt for these sales if I made with tasks then I can opt for the task phases right here and once again the fields the procedure is going to be similar you will choose these stages from here on this plus button here and you can also provide it various different colors we also 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 stages task search financier fundraising others real estate assistance and custom-made So within our assistance you can see we have actually incoming appointed working on resolved and noise this is really respectable and we also have custom where I can actually start something from the scratch absolutely according to my company for me we merely have the sales so I’m gon na go with the sales here and click on create private or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click produce now it will just take a second for a street to create a pipeline for me so you can see this really looks respectable now I will have the ability to add my Lead Series so you can really click this drop down and we have manage phase or rename so as I proceed as I add various leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click 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 brand-new and click on go into so now you can see we have actually one lead developed let’s state that there is actually 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 include another lead let’s call it brand-new two we can actually open this up in a new tab from here too however I’m just for now I’m just gon na work in this manner now you can see we have two leads then let’s state there was a called also there’s one negotiating so I’ll just simply click new now once you produce a lead we can actually click here and it will now open 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 after that we have invite colleagues so from here I can welcome the employee we have include columns we have emails 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 publish files and after that we have the comments at the top here again we have the call log we have our conference notes and we even have our.
accessories so this is how you produce a lead within your when 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 collected here and at the top we’re getting our account such as 2 leads one called and something like this and this is where you will be getting your list we can pick various leads from here the stages and we can carry out bulk actions such as deleting and sharing too uh one more thing with srix on top you will be able to see we have personal choice we have these 3 dots where we can discover these stages Integrations and automation this is one of the important ones click on this link and you’ll be able 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 be able to Import and Export information they extremely easily 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 switch to our easy Gmail really easily from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have actually created we will even have our combine e-mails now with our so this is the merge e-mail and with combine e-mail what happens is I can really develop a follow-up emails and different storage emails here and we have active instructs so utilizing is really simple you can begin totally free by just including the combination and now you understand how to utilize as a total newbie do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me provide some context about my profession and how it associates with. As a self-employed journalist, I have actually worked with various customers, handled multiple tasks at the same time, and preserved a substantial network of contacts. Balancing these duties can be frustrating, and I acknowledged the need for a central system to streamline my operations.
In my quest for a solution, I explored numerous platforms however discovered them to be either too complex or too costly for my freelance setup. That’s when I discovered, a game-changer in the self-employed 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 heavily rely on e-mail interaction. Here are some crucial advantages of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Company:.
enables you to track and organize your emails easily, giving you a clear introduction of your communications with clients, leads, and collaborators.
You can create customizable pipelines directly within your inbox, making it simple to handle and monitor the development of your tasks and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to picture and manage your sales procedure from list building to task conclusion.
You can categorize contacts, produce custom phases, set tips, and track interactions, making sure that no chance slips through the cracks.
Smooth Collaboration and Teamwork:.
helps with cooperation by permitting you to share pipelines and interact with team members within the platform.
You can designate jobs, share crucial e-mails, and collaborate in real-time, improving efficiency and making sure everybody stays on the exact same page.
‘s versatile workflow system enables you to personalize your pipelines and automate recurring jobs.
You can create design templates for typical email reactions, schedule follow-ups, and set up suggestions, saving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in independent journalism, uses advantages in terms of coding and software application advancement. Here’s how:.
supplies a robust API and extensive designer documents, making it simple to integrate with other tools and build custom-made solutions.
This versatility enables independent reporters with coding skills to extend the functionality of and tailor it to their particular requirements.
Job Management for Software Advancement:.
‘s pipeline feature can be adjusted to manage software advancement projects, from ideation to deployment.
You can develop custom phases for different development stages, assign tasks to staff member, and track development effectively.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly user interface and easy-to-use functions, lessening the finding out curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collective functions that enhance team effort and communication.
Developer-friendly API for combination and customization.
Cost-efficient service for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation functions.
Dependence on Gmail for full performance, restricting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While deals considerable advantages for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more economical option, particularly for freelancers and small companies.
HubSpot has a free version, however advanced features need a higher-tier paid membership.
Functions and Intricacy:.
supplies a more detailed suite of functions, consisting of sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, using a structured experience.
Both and integrate with numerous third-party tools.
‘s seamless combination with Gmail is helpful for users heavily reliant on email communication.
As an independent journalist, handling your hiring procedure and customer relationships is critical to your success. offers a intuitive and affordable service that flawlessly integrates with Gmail, allowing you to improve your operations and concentrate on your craft. While it might not have the sophisticated features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a author, editor, or content 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 undertakings.