As an experienced freelance reporter, I understand the difficulties of managing tasks, tracking leads, and supporting customer relationships. In this post, I will delve into the benefits of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for novices hey guys welcome back in this video I will be revealing you how to utilize Streak Marketing Vs Crm for your client relations collaboration interaction and a lot more so let’s get into it first of all you need to go to streak.com and you will land 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 Center and we can actually turn our Gmail into a platform which is truly remarkable and I’ll show you how to do that as a complete novice it will help you personalize a best process for your team and you will have the ability to get your work done now let’s in fact enter into the procedure now is available as an extension and it’s entirely complimentary so once you get to the website you’ll get this alternative here which is add to Chrome and you’re.
going to select 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 on ADD extension and your extension will be added okay it’s done and now it is adding 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 very same Gmail that you have actually included the uh you know streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click on allow after including this is what your Gmail will look like now you can see here in our easy you understand folders we are getting just recently viewed all tracked emails and updated reply and after that we have this 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 is like our brand-new control panel for here I’ll have the ability to develop 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 brand-new pipeline let’s in fact do that you will click on new pipeline here and we have different alternatives to start with we have the stages so this is where you will choose these stages for your pipeline and you can really we have actually a lead called pitched demonstration negotiating close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority market offer size business size close rate email thread count days and state and notes so if you wish to include another stage you will click this Plus on top and you will give your phase a name let’s state that you really wanted to create another um you understand stage here for example let’s state I didn’t have no strings so I can produce right here.
and you can give it your color so we can actually select various colors for each of the stages but I believe all of these are actually currently developed so this is really pretty impressive what I will do is I will actually eliminate this one and if you feel like there is um I think pitched and demonstration are type of like the very same thing we simply go with the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s eliminate the demo 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 phases then I will scroll down to the fields here with each pipeline what are the different fields that you want 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 in fact missing and I’ll actually rearrange and put the notes here all right email thread count close date fine company’s size offer size and Business size fine let’s eliminate the business size and I’m gon na really find something else within the general where we have produced by date created followers and more so I in fact want to choose the developed.
by or maybe the followers due to the fact that 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 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 actually among the simplest and among the most uh you know versatile out there it’s really easy to use with templates we have projects too within my project again if I didn’t wish to go for these sales if I finished with projects then I can opt for the job stages right here and 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 likewise give it various various 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 property assistance and custom So within our support you can see we have actually incoming designated working on dealt with and noise this is in fact respectable and we likewise have custom-made where I can actually start something from the scratch absolutely according to my business for me we merely have the sales so I’m gon na opt for the sales here and click create personal or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click on develop now it will just take a second for a street to create a pipeline for me so you can see this actually looks respectable now I will have the ability to add my Lead Series so you can in fact click on this drop down and we have manage phase or rename so as I continue as I add different leads here what I I will do is I’ll just merely 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 simply call it brand-new and click enter so now you can see we have actually one lead created let’s say that there is actually closed one so I’m going to include one here let’s just for now let’s call it new I’m going to include another lead let’s call it new two we can really open this up in a new tab from here too however I’m just for now I’m just gon na work by doing this now you can see we have two leads then let’s state there was a called too there’s one negotiating so I’ll just merely click brand-new now as soon as you produce 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 created and we have all of these various columns we have the fields that we created remember and after that we have welcome colleagues so from here I can welcome the team members we have add columns we have emails 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 publish files and after that we have the remarks 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 develop a lead within your as soon as you’re done 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 information gathered here and at the top we’re getting our account such as 2 leads one contacted and something like this and this is where you will be getting your list we can pick different 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 on top you will have the ability to see we have private choice we have these 3 dots where we can find these phases Integrations and automation this is among the crucial ones click on this link and you’ll be able to actually integrate um other apps within yourr transfer information for notices for automations customized constructs and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely quickly and create 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 switch to our easy Gmail really easily from here and it will also show me the emails that I will be receiving for my pipelines that I have developed we will even have our combine e-mails now with our so this is the combine email and with merge e-mail what occurs is I can really create a follow-up e-mails and different storage e-mails here and we have active advises so using is really simple you can begin for free by just adding the combination and now you understand how to utilize as a complete newbie do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me offer some context about my career and how it relates to. As a self-employed journalist, I’ve dealt with numerous clients, handled multiple projects simultaneously, and kept an extensive network of contacts. Balancing these duties can be overwhelming, and I acknowledged the requirement for a central system to simplify my operations.
In my mission for a solution, I checked out numerous platforms but discovered them to be either too costly or too intricate for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly integrates with Gmail, making it ideal for freelance journalists who heavily depend on e-mail communication. Here are some essential benefits of using for your freelance journalism working with procedure:.
User-friendly Email Tracking and Organization:.
enables you to track and organize your e-mails easily, providing you a clear overview of your communications with clients, leads, and collaborators.
You can produce personalized pipelines directly within your inbox, making it easy to keep an eye on the progress and manage of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and handle your sales procedure from list building to task completion.
You can classify contacts, create customized stages, set suggestions, and track interactions, guaranteeing that no opportunity slips through the cracks.
Seamless Collaboration and Team Effort:.
helps with partnership by allowing you to share pipelines and communicate with team members within the platform.
You can appoint jobs, share essential emails, and collaborate in real-time, improving efficiency and making sure everybody stays on the exact same page.
‘s versatile workflow system enables you to tailor your pipelines and automate repeated jobs.
You can develop design templates for typical e-mail responses, schedule follow-ups, and set up reminders, saving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, uses benefits in regards to coding and software advancement. Here’s how:.
supplies a robust API and extensive developer documentation, making it simple to incorporate with other tools and build customized services.
This versatility allows freelance reporters with coding abilities to extend the functionality of and tailor it to their specific requirements.
Job Management for Software Development:.
‘s pipeline function can be adjusted to handle software development projects, from ideation to release.
You can produce custom-made stages for various development stages, designate jobs to staff member, and track development effectively.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly user interface and easy-to-use functions, lessening the discovering curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collective functions that boost teamwork and interaction.
Developer-friendly API for combination and modification.
Cost-efficient option for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation functions.
Dependence on Gmail for complete performance, restricting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers substantial benefits for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more inexpensive service, particularly for freelancers and small companies.
HubSpot has a totally free variation, but advanced features require a higher-tier paid membership.
Functions and Intricacy:.
offers a more thorough suite of features, including innovative marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Both and incorporate with different third-party tools.
‘s smooth combination with Gmail is advantageous for users heavily reliant on e-mail interaction.
As a self-employed journalist, handling your hiring process and client relationships is paramount to your success. deals a inexpensive and intuitive service that flawlessly integrates with Gmail, allowing you to simplify your operations and focus on your craft. While it may not have the advanced features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re an editor, author, or content 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 endeavors.