As a skilled freelance journalist, I comprehend the difficulties of handling jobs, tracking leads, and nurturing customer relationships. In this article, I will dive into the advantages of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for beginners hey men welcome back in this video I will be revealing you how to use Streak Crm Review 2019 for your customer relations partnership interaction and a lot more so let’s enter into it firstly you need to go to streak.com and you will land on this site right here now is a sort 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 really fantastic and I’ll reveal you how to do that as a total novice it will help you personalize a perfect process for your team and you will have the ability to get your work done now let’s in fact enter the process now is readily available as an extension and it’s completely free so when you get to the website you’ll get this choice 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 add to Chrome click ADD extension and your extension will be included okay 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 check in make sure to sign.
into the same Gmail that you have 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 enable after including this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting recently seen all tracked emails and upgraded reply and after that we have this 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 combines so you can see this resembles our brand-new control panel for here I’ll be able to create a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go produce a brand-new pipeline let’s actually do that you will click on new pipeline here and we have various alternatives first off we have the stages so this is where you will select these phases for your pipeline and you can actually we have actually a lead contacted pitched demo working out close phone closed uh you understand then we have supporting all right then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority industry deal size business size close rate email thread count days and state and notes so if you want to include another phase you will click on this Plus at the top and you will provide your stage a name let’s state that you actually wished to produce another um you understand stage here for example let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can in fact pick different colors for each of the stages but I believe all of these are actually currently produced so this is really quite outstanding what I will do is I will really get rid of this one and if you feel like there is um I think pitched and demo are type of like the very same thing we simply go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s get rid of the demonstration here and then 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 this plus here and we have complimentary type a date check box drop down General e-mail email 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 rearrange and put the notes here alright email thread count close date all right business’s size offer size and Business size okay let’s eliminate the company size and I’m gon na really find something else within the general where we have actually created by date developed fans and more so I really wish to go for the produced.
by or maybe the followers due to the fact that I wish to monitor my staff member that are really following this so I will you understand 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 lot of options available within streak is actually one of the simplest 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 again if I didn’t wish to go for these sales if I did with projects then I can go with the project stages right here and once 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 also provide it different various colors we likewise have service Dev here you can see then we have employing so if you do hiring then this is going to be your phases job search investor fundraising others real estate assistance and custom So within our assistance you can see we have actually inbound designated dealing with resolved and noise this is actually respectable and we also have custom where I can really start something from the scratch absolutely according to my business for me we simply have the sales so I’m gon na opt for the sales here and click develop private 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 on produce now it will just take a 2nd for a street to develop a pipeline for me so you can see this really looks respectable now I will have the ability to include my Lead Series so you can actually click on this fall and we have manage phase or relabel so as I continue as I add various leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click the top here include 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 get in so now you can see we have actually one lead produced 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 really open this up in a new tab from here too however 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 state there was a gotten in touch with also there’s one negotiating so I’ll just merely click brand-new now once you create a lead we can really click on this link and it will now open the various fields that we included so this is a new Elite that I developed and we have all of these various columns we have the fields that we developed remember and after that we have invite colleagues so from here I can welcome the employee we have add columns we have e-mails files and remarks you can change to the emails and it will reveal 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.
accessories so this is how you create a lead within your when you’re finished with this you can really click on get in and it will be closed now it will reveal 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 gotten in touch with 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 erasing and sharing as well uh one more thing with srix at the top you will have the ability to see we have private choice we have these three dots where we can discover these phases 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 data for notifications for automations customized develops and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they really easily and create our CSV files similarly now I can switch to my various folders that we have here and I can develop a brand-new pipeline we can switch to our simple Gmail really easily from here and it will also reveal me the emails that I will be getting for my pipelines that I have actually produced we will even have our combine emails now with our so this is the merge e-mail and with merge e-mail what takes place is I can really create a follow-up e-mails and various storage emails here and we have active advises so using is actually simple you can get going for free by just including the integration and now you know how to use as a complete newbie don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me offer some context about my career and how it relates to. As a freelance reporter, I have actually worked with numerous customers, managed several tasks simultaneously, and kept a substantial network of contacts. Juggling these obligations can be frustrating, and I acknowledged the requirement for a central system to enhance my operations.
In my mission for a service, I explored numerous platforms however discovered them to be either too complex or too pricey for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly integrates with Gmail, making it perfect for self-employed journalists who heavily count on e-mail interaction. Here are some essential benefits of using for your freelance journalism working with process:.
User-friendly Email Tracking and Company:.
allows you to track and organize your emails effortlessly, giving you a clear summary of your interactions with clients, leads, and collaborators.
You can produce adjustable pipelines directly within your inbox, making it simple to manage and monitor the development of your tasks and jobs.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and manage your sales procedure from lead generation to project conclusion.
You can categorize contacts, produce custom phases, set tips, and track interactions, guaranteeing that no opportunity slips through the fractures.
Seamless Collaboration and Team Effort:.
helps with cooperation by allowing you to share pipelines and communicate with team members within the platform.
You can designate tasks, share crucial e-mails, and collaborate in real-time, boosting efficiency and ensuring everybody stays on the same page.
‘s flexible workflow system enables you to tailor your pipelines and automate repetitive jobs.
You can produce design templates for common e-mail responses, schedule follow-ups, and set up pointers, conserving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in independent journalism, offers benefits in terms of coding and software advancement. Here’s how:.
offers a robust API and substantial designer documentation, making it simple to incorporate with other tools and develop customized services.
This flexibility enables freelance reporters with coding abilities to extend the functionality of and customize it to their specific requirements.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to manage software development jobs, from ideation to implementation.
You can produce custom-made stages for various advancement phases, appoint tasks to employee, and track development efficiently.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive interface and easy-to-use features, lessening the learning curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collaborative functions that improve teamwork and interaction.
Developer-friendly API for combination and personalization.
Affordable option for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Reliance on Gmail for complete functionality, restricting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While deals substantial advantages for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more affordable service, particularly for freelancers and small businesses.
HubSpot has a complimentary version, but advanced features require a higher-tier paid membership.
Features and Intricacy:.
supplies a more detailed suite of features, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Both and integrate with numerous third-party tools.
‘s smooth integration with Gmail is useful for users greatly reliant on email communication.
As a self-employed journalist, managing your hiring procedure and customer relationships is paramount to your success. offers a instinctive and inexpensive option that seamlessly integrates with Gmail, enabling you to improve your operations and focus on your craft. While it might not have the advanced features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a author, material, or editor creator, can empower you to take control of your freelance journalism profession by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.