As an experienced freelance reporter, I understand the obstacles of managing projects, tracking leads, and nurturing customer relationships. In this short article, I will dig into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for newbies hey guys welcome back in this video I will be revealing you how to use Is Streak A Good Crm for your consumer relations collaboration communication and far more so let’s enter it firstly 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 easy Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is really incredible and I’ll reveal you how to do that as a complete newbie it will assist you personalize a perfect procedure for your group and you will have the ability to get your work done now let’s really get into the process now is offered as an extension and it’s completely complimentary 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 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 ADD extension and your extension will be added 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 just check in make certain to sign.
into the very same Gmail that you have actually included the uh you understand streak to now it will ask you for your access and we’re gon na merely scroll down and click on permit after adding this is what your Gmail will look like now you can see here in our simple you know folders we are getting recently seen all tracked emails and upgraded reply and then we have this brand-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 brand-new control panel for here I’ll be able to produce a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go produce a brand-new pipeline let’s in fact do that you will click on brand-new pipeline here and we have different options to start with we have the stages so this is where you will pick these phases for your pipeline and you can in fact we have a lead contacted pitched demo working out close phone closed uh you understand then we have supporting alright then we have Fields so in fields we have a date of last email last e-mail from lead Source priority industry deal size company size close rate e-mail thread count days and state and notes so if you want to include another stage you will click on this Plus on top and you will provide your phase a name let’s state that you really wished to create another um you understand 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 in fact select different colors for each of the stages but I believe all of these are really currently developed so this is in fact pretty excellent what I will do is I will really eliminate this one and if you feel like there is um I believe 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 two what I’ll do is in fact 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 various fields that you want so you will click on this plus here and we have complimentary form a date check box fall General e-mail email tracking task calls and conferences 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 opt for this one here this is the field that was actually missing out on and I’ll actually reorganize and put the notes here okay e-mail thread count close date alright business’s size deal size and Business size fine let’s eliminate the business size and I’m gon na actually discover something else within the basic where we have actually created by date developed followers and more so I actually want to go for the developed.
by or possibly the followers since I wish to monitor my staff member that are actually 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 lot of alternatives available within streak is actually among the simplest and one of the most uh you know versatile out there it’s really easy to use with design templates we have tasks too within my job once again if I didn’t wish to opt for these sales if I made with tasks then I can opt for the task phases right here and once 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 likewise offer it various various colors we also have company Dev here you can see then we have hiring so if you do employing then this is going to be your stages task search investor fundraising others real estate assistance and custom So within our support you can see we have actually inbound appointed dealing with dealt with and sound this is in fact respectable and we also have custom 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 opt for the sales here and click on create private 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 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 on this drop down and we have manage phase or relabel so as I proceed as I add various leads here what I I will do is I’ll just simply click and I’ll be able to include it click on the top here include a box so click on ADD box here and I’m going to add a box in the lead area here and let’s just call it new and click on enter so now you can see we have one lead produced let’s state that there is actually closed one so I’m going to add one here let’s just for now let’s call it new I’m going to add another lead let’s call it brand-new 2 we can actually open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s say there was a gotten in touch with too there’s one negotiating so I’ll just merely click new now when 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 created and we have all of these various columns we have the fields that we created remember and then we have welcome colleagues so from here I can invite the employee we have add columns we have e-mails files and comments you can switch to the emails and it will reveal you the e-mails that you got in files we can even publish files and after that we have the remarks at the top here once again we have the call log we have our conference notes and we even have our.
attachments so this is how you produce a lead within your when 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 data 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 perform bulk actions such as erasing and sharing as well uh another thing with srix at the top you will have the ability to see we have personal option we have these three 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 integrate um other apps within yourr transfer information for notifications for automations custom builds and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they very quickly and create our CSV files likewise now I can change to my various folders that we have here and I can produce a brand-new pipeline we can change to our basic Gmail really quickly from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have actually created we will even have our merge emails now with our so this is the combine e-mail and with combine email what takes place is I can really develop a follow-up e-mails and different storage emails here and we have active instructs so using is really easy you can begin totally free by just adding the integration and now you know how to utilize as a complete novice do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me provide some context about my profession and how it associates with. As an independent reporter, I’ve worked with various customers, handled multiple projects concurrently, and maintained an extensive network of contacts. Balancing these responsibilities can be frustrating, and I acknowledged the requirement for a centralized system to enhance my operations.
In my quest for a solution, I explored numerous platforms however discovered them to be either too costly or too complex 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 seamlessly incorporates with Gmail, making it perfect for self-employed journalists who greatly count on e-mail communication. Here are some crucial advantages of using for your freelance journalism employing process:.
Instinctive Email Tracking and Organization:.
allows you to track and organize your e-mails easily, offering you a clear overview of your communications with customers, leads, and partners.
You can develop adjustable pipelines straight within your inbox, making it easy to monitor the development and manage of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to visualize and manage your sales procedure from lead generation to task conclusion.
You can categorize contacts, produce custom-made stages, set reminders, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Cooperation and Team Effort:.
helps with collaboration by allowing you to share pipelines and interact with employee within the platform.
You can appoint tasks, share crucial e-mails, and collaborate in real-time, boosting performance and making sure everyone remains on the same page.
‘s versatile workflow system allows you to customize your pipelines and automate recurring tasks.
You can create templates for typical e-mail reactions, schedule follow-ups, and set up tips, conserving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, provides benefits in terms of coding and software development. Here’s how:.
supplies a robust API and comprehensive designer documents, making it easy to integrate with other tools and build custom services.
This versatility permits independent reporters with coding abilities to extend the performance of and tailor it to their specific needs.
Project Management for Software Application Advancement:.
‘s pipeline function can be adjusted to manage software application advancement jobs, from ideation to deployment.
You can create custom stages for different advancement phases, designate jobs to staff member, and track development effectively.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and easy-to-use functions, decreasing the discovering curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collective functions that improve teamwork and communication.
Developer-friendly API for integration and personalization.
Cost-effective solution for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation functions.
Dependence on Gmail for complete functionality, limiting compatibility with other email providers.
Contrast with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more cost effective service, particularly for freelancers and small businesses.
HubSpot has a totally free variation, but advanced functions require a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more detailed suite of features, including advanced marketing automation and analytics.
concentrates on simpleness and ease of use, using a structured experience.
Both and incorporate with numerous third-party tools.
‘s smooth integration with Gmail is helpful for users heavily reliant on email communication.
As an independent reporter, handling your hiring procedure and client relationships is critical to your success. deals a intuitive and budget-friendly solution that seamlessly incorporates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it might not have the sophisticated functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re an editor, writer, or content creator, can empower you to take control of your freelance journalism profession by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.