As a skilled freelance journalist, I comprehend the challenges of managing tasks, tracking leads, and nurturing customer relationships. In this article, I will delve into the advantages of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for newbies hey men welcome back in this video I will be revealing you how to use Crm Comparison Streak And Copper for your customer relations partnership communication and much more so let’s enter it first off you require to go to streak.com and you will arrive on this website right here now is a kind of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is truly remarkable and I’ll reveal 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 get into the procedure now is readily available 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 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 ADD extension and your extension will be included okay it’s done and now it is contributing 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 just check in make sure to sign.
into the very same Gmail that you have included the uh you understand streak to now it will ask you for your gain access to and we’re gon na just scroll down and click allow after including this is what your Gmail will look like now you can see here in our easy you know folders we are getting recently seen all tracked e-mails and updated reply and then we have this new choice which is the pipeline so if I click on 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 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 develop a new pipeline let’s really do that you will click brand-new pipeline here and we have different choices first off 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 demonstration working out 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 e-mail from lead Source priority market 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 stage a name let’s say that you in fact wanted to develop another um you understand phase here for instance let’s say I didn’t have no strings so I can create right here.
and you can provide it your color so we can really select various colors for each of the stages however I believe all of these are actually currently created so this is in fact pretty impressive what I will do is I will in fact get rid of this one and if you feel like there is um I believe pitched and demonstration are kind of like the very same thing we just go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s get rid of the demonstration here and after that 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 various fields that you desire so you will click on this plus here and we have complimentary type a date check box drop down General email email tracking job calls and meetings 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 opt for this one here this is the field that was actually missing and I’ll in fact rearrange and put the notes here alright e-mail thread count close date alright business’s size deal size and Business size okay let’s eliminate the company size and I’m gon na in fact find something else within the general where we have created by date created fans and more so I actually want to opt for the developed.
by or perhaps the followers due to the fact that 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 desired for my pipeline now you can see there are a lot of alternatives available within streak is actually among the most convenient and among the most uh you know versatile out there it’s very easy to use with design templates we have jobs too within my task once again if I didn’t wish to go for these sales if I made with jobs then I can opt for the task phases right here and again the fields the process is going to be comparable you will choose these phases from here on this plus button here and you can likewise give it different various colors we likewise have business Dev here you can see then we have working with so if you do hiring then this is going to be your phases job search financier fundraising others property assistance and custom So within our support you can see we have inbound designated working on resolved and sound this is actually respectable and we also have customized where I can actually start something from the scratch absolutely according to my company for me we just have the sales so I’m gon na go with the sales here and click develop private or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click develop now it will just take a 2nd for a street to create a pipeline for me so you can see this in fact looks respectable now I will have the ability to include my Lead Series so you can in fact click on this fall and we have handle phase or relabel so as I proceed 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 include a box in the lead section here and let’s just call it new and click on 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 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 new tab from here too but 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 state there was a gotten in touch with as well there’s one negotiating so I’ll just simply click on new now when you produce a lead we can in fact click here and it will now open up the various 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 produced remember and after that we have invite colleagues so from here I can welcome the staff member we have include columns we have e-mails 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 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.
attachments so this is how you create a lead within your as soon as you’re finished with this you can really click go into and it will be closed now it will reveal you something like this we have all of our information collected 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 choose different leads from here the stages and we can carry out bulk actions such as deleting and sharing as well uh another thing with srix at the top you will be able to see we have personal alternative we have these three dots where we can discover these stages Integrations and automation this is among the essential ones click here and you’ll have the ability to in fact incorporate um other apps within yourr transfer data for alerts for automations customized develops and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they really quickly and create our CSV files similarly now I can switch to my different folders that we have here and I can develop a new pipeline we can change to our simple Gmail very easily from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have produced we will even have our merge emails now with our so this is the combine e-mail and with merge email what occurs is I can actually produce a follow-up emails and various storage emails here and we have active advises so using is truly easy you can get going for free by simply including the integration and now you know how to utilize as a total novice don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me provide some context about my career and how it associates with. As a self-employed journalist, I’ve worked with various clients, handled several tasks concurrently, and preserved a substantial network of contacts. Balancing these duties can be overwhelming, and I acknowledged the requirement for a centralized system to enhance my operations.
In my quest for a solution, I checked out different platforms however found them to be either too costly or too complicated for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly integrates with Gmail, making it perfect for freelance reporters who greatly rely on e-mail interaction. Here are some crucial advantages of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Company:.
allows you to track and arrange your emails effortlessly, offering you a clear introduction of your interactions with customers, leads, and collaborators.
You can create customizable pipelines directly within your inbox, making it simple to handle and keep track of the development of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to picture and manage your sales process from list building to job completion.
You can classify contacts, develop custom phases, set pointers, and track interactions, ensuring that no chance slips through the fractures.
Seamless Cooperation and Team Effort:.
assists in collaboration by allowing you to share pipelines and communicate with employee within the platform.
You can appoint jobs, share important emails, and work together in real-time, boosting performance and ensuring everybody stays on the same page.
‘s versatile workflow system enables you to tailor your pipelines and automate recurring tasks.
You can create templates for common e-mail actions, schedule follow-ups, and established reminders, conserving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, uses advantages in regards to coding and software application advancement. Here’s how:.
supplies a robust API and extensive developer paperwork, making it easy to incorporate with other tools and build custom-made solutions.
This flexibility permits independent reporters with coding skills to extend the functionality of and tailor it to their specific needs.
Project Management for Software Advancement:.
‘s pipeline function can be adjusted to manage software application development jobs, from ideation to implementation.
You can develop customized phases for different advancement phases, designate jobs to team members, and track progress effectively.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and user friendly features, lessening the finding out curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collective functions that enhance team effort and communication.
Developer-friendly API for integration and personalization.
Affordable solution for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for complete functionality, limiting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
offers a more budget friendly option, specifically for freelancers and small businesses.
HubSpot has a complimentary variation, but advanced features require a higher-tier paid subscription.
Features and Complexity:.
offers a more comprehensive suite of functions, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, using a structured experience.
Both and integrate with different third-party tools.
‘s seamless combination with Gmail is beneficial for users heavily reliant on email communication.
As a self-employed reporter, managing your hiring procedure and customer relationships is vital to your success. deals a instinctive and inexpensive option that effortlessly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it may not have the innovative functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re an editor, author, or content developer, can empower you to take control of your freelance journalism career by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.