As a seasoned freelance journalist, I comprehend the difficulties of handling tasks, tracking leads, and nurturing customer relationships. In this article, I will delve into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for beginners hey people welcome back in this video I will be showing you how to use Can I Use Streak Crm To Search For Companies for your client relations partnership interaction and a lot more so let’s enter it first of all you need to go to streak.com and you will arrive at this website right here now is a kind of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is truly incredible and I’ll show you how to do that as a complete newbie it will assist you personalize a best 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 totally free so when 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 add to Chrome click on ADD extension and your extension will be included alright 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 simply check in ensure to sign.
into the exact same Gmail that you have 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 permit after including this is what your Gmail will appear like now you can see here in our easy you know folders we are getting just recently viewed all tracked e-mails and updated 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 merges so you can see this is like our new control panel for here I’ll have the ability to develop 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 new pipeline let’s in fact do that you will click new pipeline here and we have various alternatives first off we have the stages so this is where you will pick these stages for your pipeline and you can really we have actually a lead contacted pitched demo negotiating 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 offer size company size close rate e-mail thread count days and state and notes so if you want to add another phase you will click on this Plus at the top and you will offer your phase a name let’s say that you in fact wished to create another um you know stage here for instance let’s state I didn’t have no strings so I can create right here.
and you can provide it your color so we can actually select various colors for each of the stages however I believe all of these are in fact already produced so this is really pretty impressive what I will do is I will really eliminate this one and if you seem like there is um I think pitched and demonstration are kind of like the exact 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 really let’s get rid of the demonstration here and then we have negotiating with negotiating I can go with 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 on this plus here and we have totally free form a date check box fall General e-mail 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 go with this one here this is the field that was actually missing out on and I’ll in fact rearrange and put the notes here all right email thread count close date all right business’s size deal size and Business size alright let’s get rid of the business size and I’m gon na actually discover something else within the general where we have produced by date created followers and more so I really want to go for the produced.
by or perhaps the fans since I wish to keep track of my staff member 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 alternatives readily available within streak is in fact one of the simplest and one of the most uh you understand flexible out there it’s extremely easy to use with templates we have jobs too within my job once again if I didn’t want to choose these sales if I made with jobs then I can choose the job stages right here and again the fields the procedure is going to be comparable you will pick these stages from here on this plus button here and you can also give it various various colors we likewise have organization Dev here you can see then we have employing so if you do hiring then this is going to be your phases task search financier fundraising others real estate support and custom-made So within our support you can see we have actually incoming designated dealing with solved and sound this is actually respectable and we also have custom where I can really start something from the scratch completely according to my service for me we simply have the sales so I’m gon na opt for the sales here and click produce personal 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 simply take a second for a street to produce a pipeline for me so you can see this in fact looks respectable now I will be able to add my Lead Series so you can actually click on this drop down and we have manage stage or relabel so as I proceed as I add different leads here what I I will do is I’ll just simply click and I’ll have the ability to add 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 one lead produced let’s state that there is really closed one so I’m going to add 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 but I’m just for now I’m just gon na work this way now you can see we have two leads then let’s state there was a gotten in touch with as well there’s one working out so I’ll just merely click on new now once you create a lead we can actually click on this link 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 various columns we have the fields that we created keep in mind and then we have welcome colleagues so from here I can invite the employee we have add columns we have e-mails files and remarks you can switch to the emails and it will show 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 once 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 as soon as you’re done with this you can really click enter 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 select 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 personal choice we have these 3 dots where we can discover these phases Integrations and automation this is among the essential ones click here and you’ll be able to really incorporate um other apps within yourr transfer data for notifications for automations custom-made builds and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely easily and create our CSV files likewise now I can change to my various folders that we have here and I can develop a new pipeline we can change to our simple Gmail extremely easily from here and it will likewise reveal me the emails that I will be getting 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 merge e-mail what occurs is I can in fact create a follow-up e-mails and various storage emails here and we have active instructs so utilizing is truly easy you can start free of charge by simply adding the integration and now you know how to use as a complete novice don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me offer some context about my profession and how it connects to. As a freelance reporter, I have actually worked with numerous clients, managed multiple tasks simultaneously, and kept a substantial network of contacts. Balancing these duties can be overwhelming, and I recognized the requirement for a central system to streamline my operations.
In my quest for a solution, I checked out numerous platforms but found them to be either too complicated or too expensive for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly incorporates with Gmail, making it perfect for self-employed reporters who heavily rely on email communication. Here are some essential benefits of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Organization:.
allows you to track and organize your emails effortlessly, giving you a clear overview of your interactions with customers, leads, and partners.
You can create personalized pipelines straight within your inbox, making it easy to manage and keep track of the progress of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and manage your sales procedure from lead generation to job completion.
You can categorize contacts, produce custom-made stages, set tips, and track interactions, guaranteeing that no chance slips through the fractures.
Seamless Cooperation and Team Effort:.
helps with cooperation by permitting you to share pipelines and interact with staff member within the platform.
You can appoint tasks, share crucial e-mails, and work together in real-time, boosting efficiency and making sure everybody stays on the same page.
‘s versatile workflow system allows you to customize your pipelines and automate repetitive jobs.
You can create templates for common email actions, schedule follow-ups, and set up suggestions, saving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, provides benefits in terms of coding and software development. Here’s how:.
offers a robust API and comprehensive designer documents, making it simple to integrate with other tools and construct custom-made options.
This versatility permits freelance journalists with coding skills to extend the performance of and tailor it to their specific requirements.
Job Management for Software Application Development:.
‘s pipeline function can be adjusted to manage software development tasks, from ideation to release.
You can create customized stages for various advancement phases, appoint tasks to employee, and track development effectively.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and easy-to-use functions, decreasing the discovering curve.
Customizable pipelines and workflows to adapt to private requirements.
Collective features that enhance teamwork and communication.
Developer-friendly API for combination and customization.
Affordable service for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation features.
Dependence on Gmail for full performance, restricting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While offers substantial benefits for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more economical service, specifically for freelancers and small companies.
HubSpot has a totally free version, however advanced features need a higher-tier paid membership.
Functions and Intricacy:.
offers a more extensive suite of features, consisting of advanced marketing automation and analytics.
focuses on simpleness and ease of use, offering a streamlined experience.
Both and integrate with different third-party tools.
‘s smooth integration with Gmail is advantageous for users heavily reliant on email interaction.
As an independent reporter, managing your hiring procedure and customer relationships is critical to your success. deals a instinctive and economical service that effortlessly incorporates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it might not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a material, editor, or writer 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 ventures.