As a skilled freelance journalist, I understand the obstacles of handling projects, tracking leads, and supporting customer relationships. In this post, I will dig into the advantages of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for beginners hey guys invite back in this video I will be revealing you how to utilize Streak Crm Vs Sales for your consumer relations collaboration interaction and far more so let’s get into it first of all you need to go to streak.com and you will arrive on this site right here now is a sort of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is actually remarkable and I’ll show you how to do that as a total beginner it will help you tailor a perfect process for your group and you will have the ability to get your work done now let’s in fact enter the process now is offered as an extension and it’s totally totally free so as soon as you get to the website you’ll get this alternative 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 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 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 certain to sign.
into the exact same Gmail that you have added the uh you know streak to now it will ask you for your gain access to 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 easy you understand folders we are getting just recently seen all tracked emails and updated reply and then 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 merges so you can see this resembles our brand-new dashboard for here I’ll have the ability to produce a 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 alternatives first of all we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have actually a lead called pitched demonstration working out close phone closed uh you understand then we have nurturing alright 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 wish to add another stage you will click on this Plus at the top and you will offer your stage a name let’s state that you in fact wished to create another um you understand stage here for instance let’s state I didn’t have no strings so I can create right here.
and you can give it your color so we can actually choose different colors for each of the stages however I think all of these are actually already developed so this is in fact pretty outstanding what I will do is I will really get rid of this one and if you seem like there is um I think pitched and demo are sort of like the very same thing we simply opt for the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s get rid of the demonstration here and then we have working out 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 different fields that you desire so you will click this plus here and we have totally free form a date check box fall General e-mail e-mail tracking job calls and conferences 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 really missing and I’ll in fact rearrange and put the notes here fine e-mail thread count close date fine business’s size offer size and Company size alright let’s eliminate the company size and I’m gon na really find something else within the general where we have produced by date produced followers and more so I actually wish to opt for the produced.
by or maybe the fans due to the fact that I wish to keep track of my staff member 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 lot of alternatives offered within streak is actually one of the simplest and one of the most uh you know flexible out there it’s extremely easy to use with design templates we have tasks too within my project once again if I didn’t wish to opt for these sales if I finished with projects then I can choose the job stages right here and once again the fields the procedure is going to be similar you will select these stages from here on this plus button here and you can also give it various different colors we likewise have business Dev here you can see then we have employing so if you do employing then this is going to be your phases task search investor fundraising others real estate support and custom-made So within our assistance you can see we have incoming assigned working on dealt with and sound this is in fact respectable and we also have customized where I can actually start something from the scratch completely according to my company for me we merely have the sales so I’m gon na choose 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 create now it will just take a 2nd for a street to develop a pipeline for me so you can see this in fact looks pretty good now I will be able to include my Lead Series so you can in fact click on this drop down and we have handle phase or rename so as I continue as I include various leads here what I I will do is I’ll just simply click and I’ll have the ability to include 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 brand-new and click on enter so now you can see we have one lead developed let’s say that there is in fact 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 in fact open this up in a brand-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 2 leads then let’s state there was a gotten in touch with as well there’s one negotiating so I’ll just simply click on new now once you produce 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 keep in mind and then 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 switch to the e-mails and it will show you the e-mails that you got in files we can even upload 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 produce a lead within your once you’re finished with this you can actually 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 choose various leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh another thing with srix at the top you will have the ability to see we have private alternative we have these three dots where we can find these phases Integrations and automation this is one of the crucial ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer data for notifications for automations customized develops and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and develop our CSV files similarly now I can switch to my different folders that we have here and I can develop a brand-new pipeline we can change to our easy Gmail very 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 e-mails now with our so this is the merge email and with combine email what takes place is I can actually produce a follow-up emails and various storage emails here and we have active advises so utilizing is truly simple you can begin free of charge by simply including the combination and now you know how to utilize as a complete novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me offer some context about my career and how it connects to. As a freelance reporter, I’ve worked with numerous clients, handled multiple tasks simultaneously, and preserved a substantial network of contacts. Juggling these responsibilities can be frustrating, and I recognized the need for a centralized system to improve my operations.
In my mission for a solution, I checked out different platforms but found them to be either too expensive or too intricate for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly incorporates with Gmail, making it ideal for freelance journalists who heavily depend on e-mail communication. Here are some essential advantages of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Company:.
allows you to track and arrange your e-mails effortlessly, offering you a clear overview of your communications with clients, leads, and collaborators.
You can develop personalized pipelines directly within your inbox, making it easy to keep an eye on the development and handle of your tasks and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales process from list building to job completion.
You can classify contacts, create custom-made phases, set tips, and track interactions, making sure that no chance slips through the cracks.
Seamless Partnership and Team Effort:.
assists in partnership by allowing you to share pipelines and interact with employee within the platform.
You can appoint tasks, share important e-mails, and work together in real-time, boosting efficiency and ensuring everyone remains on the same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repeated jobs.
You can develop templates for typical e-mail actions, schedule follow-ups, and established reminders, conserving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, provides advantages in regards to coding and software application advancement. Here’s how:.
offers a robust API and substantial developer paperwork, making it simple to integrate with other tools and construct custom-made solutions.
This flexibility permits independent journalists with coding skills to extend the functionality of and tailor it to their specific needs.
Task Management for Software Development:.
‘s pipeline function can be adjusted to manage software application development tasks, from ideation to release.
You can produce custom-made phases for different advancement stages, appoint tasks to staff member, and track progress efficiently.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
Instinctive interface and user friendly functions, lessening the discovering curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collaborative functions that enhance team effort and interaction.
Developer-friendly API for combination and customization.
Economical solution for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation functions.
Reliance on Gmail for full performance, restricting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While deals considerable advantages for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
uses a more budget friendly solution, specifically for freelancers and small businesses.
HubSpot has a free variation, however advanced features need a higher-tier paid subscription.
Features and Complexity:.
offers a more thorough suite of functions, consisting of innovative marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is beneficial for users heavily reliant on e-mail communication.
As an independent reporter, handling your hiring procedure and client relationships is vital to your success. deals a economical and user-friendly solution that effortlessly incorporates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it may 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 journalists.
Whether you’re a writer, material, or editor creator, can empower you to take control of your freelance journalism profession by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.