As a skilled freelance journalist, I comprehend the difficulties of managing projects, tracking leads, and nurturing client relationships. In this article, I will dig into the advantages of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for novices hey men welcome back in this video I will be revealing you how to use Default Reports In Streak Crm for your customer relations collaboration interaction and far more so let’s enter it firstly you require to go to streak.com and you will land on this website 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 really fantastic and I’ll reveal you how to do that as a total newbie it will help you customize a best process for your group and you will be able to get your work done now let’s actually get into the procedure now is available as an extension and it’s entirely free so as soon as you get to the site you’ll get this choice 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 on add to Chrome click on ADD extension and your extension will be added 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 merely check in make certain to sign.
into the same Gmail that you have actually added the uh you understand 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 e-mails and updated reply and then we have this brand-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 combines so you can see this is like our new dashboard for here I’ll have the ability to produce a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go create a new pipeline let’s really do that you will click new pipeline here and we have different choices to start with 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 called pitched demonstration 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 email last email from lead Source top priority market deal size company size close rate e-mail thread count days and state and keeps in mind so if you want to include another phase you will click on this Plus on top and you will offer your phase a name let’s say that you actually wanted to produce another um you understand stage here for example 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 actually choose different colors for each of the stages but I think 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 type of like the exact same thing we just go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s get rid of the demo 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 stages then I will scroll down to the fields here with each pipeline what are the different fields that you want so you will click on this plus here and we have totally free type a date check box fall General email e-mail tracking task calls and meetings so I do not see anything for the course and meetings 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 and I’ll actually reorganize and put the notes here fine e-mail thread count close date fine company’s size deal size and Company size okay let’s eliminate the company size and I’m gon na really find something else within the general where we have developed by date created followers and more so I in fact wish to opt for the developed.
by or maybe the fans because I wish to keep an eye on my staff member that are really following this so I will you know put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a lot of options offered within streak is actually among the simplest and one of the most uh you understand versatile out there it’s really easy to use with templates we have tasks too within my task again if I didn’t want to go for these sales if I did with jobs then I can opt for the job phases right here and again the fields the process is going to be comparable you will choose these stages from here on this plus button here and you can likewise provide it different various colors we also have company 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 real estate support and customized So within our assistance you can see we have incoming assigned dealing with dealt with and sound this is in fact pretty good and we also have customized where I can actually start something from the scratch totally according to my organization 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 a team member so I’m going to opt for 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 really looks pretty good now I will be able to add my Lead Series so you can in fact click on this fall and we have manage stage or rename so as I continue as I add 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 include a box in the lead area here and let’s just call it new and click get in so now you can see we have actually one lead produced 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 brand-new 2 we can actually open this up in a new tab from here too but 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 say there was a called as well there’s one working out so I’ll just simply click on brand-new now when you produce a lead we can actually click here and it will now open the various fields that we added so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we produced keep in mind and then we have invite colleagues so from here I can welcome the team members we have include 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 submit 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.
accessories so this is how you develop a lead within your as soon as you’re made 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 data gathered here and at the top we’re getting our account such as 2 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 perform bulk actions such as erasing and sharing too uh one more thing with srix on top you will be able to see we have private choice we have these 3 dots where we can find these stages Combinations and automation this is one of the important ones click on this link and you’ll have the ability to actually incorporate um other apps within yourr transfer information for notifications for automations custom-made develops and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they very quickly and develop our CSV files likewise now I can switch to my various folders that we have here and I can create a brand-new pipeline we can switch to our simple Gmail really quickly from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have created we will even have our merge e-mails now with our so this is the merge email and with combine 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 easy you can get going totally 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:.
Prior to we dive into the details of Streak, let me offer some context about my profession and how it connects to. As a self-employed reporter, I have actually worked with numerous customers, handled multiple tasks at the same time, and kept a comprehensive network of contacts. Juggling these responsibilities can be frustrating, and I recognized the need for a central system to enhance my operations.
In my quest for an option, I checked out numerous platforms but found them to be either too pricey or too complex for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly integrates with Gmail, making it perfect for independent reporters who greatly depend on email communication. Here are some essential benefits of using for your freelance journalism hiring procedure:.
User-friendly Email Tracking and Organization:.
enables you to track and arrange your emails easily, giving you a clear overview of your interactions with clients, leads, and partners.
You can develop personalized pipelines straight within your inbox, making it simple to keep track of the development and handle of your assignments and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to visualize and manage your sales procedure from list building to task conclusion.
You can categorize contacts, produce custom phases, set tips, and track interactions, making sure that no chance slips through the fractures.
Smooth Cooperation and Teamwork:.
helps with partnership by allowing you to share pipelines and communicate with employee within the platform.
You can appoint jobs, share crucial e-mails, and collaborate in real-time, improving performance and ensuring everyone stays on the same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repeated tasks.
You can produce templates for common e-mail responses, schedule follow-ups, and established tips, saving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, offers benefits in terms of coding and software application advancement. Here’s how:.
supplies a robust API and extensive designer paperwork, making it simple to integrate with other tools and build custom services.
This flexibility enables self-employed reporters with coding abilities to extend the performance of and tailor it to their specific requirements.
Task Management for Software Advancement:.
‘s pipeline feature can be adapted to manage software application advancement tasks, from ideation to release.
You can produce custom-made stages for different development phases, assign jobs to team members, and track development efficiently.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive user interface and user friendly functions, decreasing the finding out curve.
Customizable pipelines and workflows to adapt to private requirements.
Collective features that boost team effort and interaction.
Developer-friendly API for combination and customization.
Affordable solution for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for full performance, restricting compatibility with other email providers.
Contrast with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
uses a more affordable service, especially for freelancers and small businesses.
HubSpot has a free version, however advanced functions need a higher-tier paid membership.
Functions and Complexity:.
offers a more extensive suite of features, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and integrate with different third-party tools.
‘s seamless integration with Gmail is advantageous for users greatly reliant on e-mail communication.
As a self-employed reporter, handling your hiring procedure and client relationships is critical to your success. deals a budget friendly and intuitive service that effortlessly integrates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a material, writer, or editor creator, can empower you to take control of your freelance journalism profession by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.