As a seasoned freelance journalist, I comprehend the obstacles of handling projects, tracking leads, and nurturing client relationships. In this post, I will dive into the benefits of utilizing for independent 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 showing you how to utilize Wdrożenie Streak Crm for your customer relations collaboration interaction and far more so let’s get into it first off you need to go to streak.com and you will arrive on this site right here now is a type 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 fantastic and I’ll show you how to do that as a complete beginner it will help you personalize an ideal process for your group and you will be able to get your work done now let’s really enter into the procedure now is readily available as an extension and it’s completely totally free so when you get to the website you’ll get this choice 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 add to Chrome click on ADD extension and your extension will be included fine 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 same Gmail that you have actually added 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 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 recently seen all tracked emails and upgraded reply and then we have this new option 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 new dashboard for here I’ll be able to create a brand-new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go create a new pipeline let’s actually 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 select these phases for your pipeline and you can actually we have a lead gotten in touch with pitched demo working out close phone closed uh you understand 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 concern market offer size company size close rate e-mail thread count days and state and notes so if you wish to add another phase you will click on this Plus at the top and you will offer your phase a name let’s state that you in fact wanted to develop another um you understand phase here for instance 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 pick different colors for each of the stages but I believe all of these are really currently developed so this is in fact quite excellent 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 just opt for the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s eliminate the demo here and after that we have negotiating with negotiating I can choose 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 various fields that you want so you will click this plus here and we have complimentary form a date check box fall General email e-mail tracking task calls and conferences 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 really missing and I’ll actually reorganize and put the notes here okay e-mail thread count close date all right business’s size deal size and Company size alright let’s eliminate the business size and I’m gon na actually find something else within the basic where we have produced by date produced followers and more so I really wish to opt for the created.
by or maybe the followers since I wish to monitor 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 options offered within streak is really among the easiest and among the most uh you understand versatile out there it’s very easy to use with templates we have jobs too within my project again if I didn’t want to opt for these sales if I made with tasks then I can choose the job stages right here and again the fields the procedure is going to be comparable you will choose these stages from here on this plus button here and you can likewise offer it different various colors we also have company Dev here you can see then we have hiring so if you do working with then this is going to be your stages task search financier fundraising others real estate support and custom So within our assistance you can see we have incoming designated dealing with fixed and sound this is really respectable and we likewise have customized where I can actually start something from the scratch completely according to my organization for me we just have the sales so I’m gon na go with the sales here and click on develop private or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click on develop now it will simply 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 actually click this fall and we have handle stage or rename so as I continue as I include different 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 include a box in the lead section here and let’s just call it brand-new and click go into so now you can see we have one lead created 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 new I’m going to include another lead let’s call it brand-new two we can really open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work by doing this now you can see we have 2 leads then let’s say there was a gotten in touch with also there’s one negotiating so I’ll just merely click brand-new now once you produce a lead we can in fact 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 different columns we have the fields that we created keep in mind and then we have welcome teammates so from here I can invite the employee we have include columns we have emails files and comments you can switch 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 comments at the top here again we have the call log we have our conference notes and we even have our.
attachments so this is how you develop a lead within your as soon as you’re made with this you can in fact click enter and it will be closed now it will reveal you something like this we have all of our data collected 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 choose different leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh one more thing with srix on top you will have the ability to see we have personal choice we have these 3 dots where we can discover these stages Combinations and automation this is among the essential ones click here and you’ll be able to in fact integrate 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 information they really quickly and develop our CSV files similarly now I can switch to my different folders that we have here and I can create a new pipeline we can switch to our simple Gmail very easily from here and it will also show me the e-mails that I will be getting for my pipelines that I have actually produced we will even have our merge e-mails now with our so this is the combine email and with combine e-mail what happens is I can actually create a follow-up emails and different storage emails here and we have active instructs so using is truly simple you can get started for free by just including the combination and now you understand how to utilize as a total novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me offer some context about my career and how it connects to. As an independent reporter, I have actually dealt with numerous clients, handled several projects at the same time, and maintained an extensive network of contacts. Balancing these duties can be overwhelming, and I recognized the requirement for a central system to improve my operations.
In my mission for a service, I checked out various platforms however discovered them to be either too costly or too complex for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly integrates with Gmail, making it ideal for freelance journalists who heavily depend on e-mail interaction. Here are some key advantages of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Organization:.
permits you to track and organize your emails easily, providing you a clear overview of your interactions with customers, leads, and partners.
You can develop adjustable pipelines directly within your inbox, making it simple to handle and keep an eye on the progress of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to envision and handle your sales procedure from lead generation to task conclusion.
You can categorize contacts, produce custom phases, set tips, and track interactions, ensuring that no opportunity slips through the fractures.
Seamless Partnership and Teamwork:.
helps with cooperation by allowing you to share pipelines and interact with team members within the platform.
You can designate jobs, share essential e-mails, and work together in real-time, enhancing efficiency and ensuring everyone remains on the very same page.
‘s versatile workflow system enables you to customize your pipelines and automate recurring tasks.
You can produce templates for common e-mail actions, schedule follow-ups, and set up tips, conserving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, offers advantages in regards to coding and software development. Here’s how:.
offers a robust API and comprehensive designer documentation, making it simple to integrate with other tools and construct custom options.
This versatility allows freelance reporters with coding abilities to extend the functionality of and tailor it to their particular needs.
Task Management for Software Application Development:.
‘s pipeline feature can be adapted to handle software advancement projects, from ideation to implementation.
You can create customized stages for various development stages, appoint tasks to team members, and track development efficiently.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and easy-to-use functions, reducing the learning curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collective features that boost team effort and interaction.
Developer-friendly API for combination and personalization.
Affordable service for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation functions.
Dependence on Gmail for full performance, limiting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While deals considerable benefits for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more affordable service, especially for freelancers and small companies.
HubSpot has a free variation, but advanced features need a higher-tier paid membership.
Functions and Complexity:.
supplies a more extensive suite of functions, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, offering a structured experience.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is useful for users greatly reliant on email communication.
As an independent journalist, handling your hiring procedure and client relationships is critical to your success. deals a budget-friendly and user-friendly service that flawlessly integrates with Gmail, allowing you to enhance your operations and focus on your craft. While it might not have the advanced functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a author, content, or editor developer, can empower you to take control of your freelance journalism profession by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.