As a seasoned freelance journalist, I comprehend the difficulties of managing tasks, tracking leads, and supporting customer relationships. In this article, I will dig into the benefits of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for beginners hey people invite back in this video I will be showing you how to utilize Learning Streak Crm Online Courses for your client relations collaboration communication and a lot more so let’s get into it first off you need to go to streak.com and you will arrive at this site right here now is a kind of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is actually fantastic and I’ll show you how to do that as a total beginner it will help you customize an ideal procedure for your group and you will have the ability to get your work done now let’s really enter into the procedure now is readily available as an extension and it’s completely complimentary so when you get to the site you’ll get this choice here which is contribute 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 ADD extension and your extension will be added all right 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 sign in make certain to sign.
into the very same Gmail that you have added the uh you understand streak to now it will ask you for your gain access to and we’re gon na simply 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 recently viewed all tracked e-mails and updated reply and after that 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 employing so this is where we’ll go produce a brand-new pipeline let’s actually do that you will click new pipeline here and we have different options firstly we have the stages so this is where you will select these phases for your pipeline and you can in fact we have actually 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 email from lead Source top priority market 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 at the top and you will offer your stage a name let’s state that you actually wished to create another um you know stage here for example let’s state I didn’t have no strings so I can develop right here.
and you can give it your color so we can actually choose different colors for each of the stages but I believe all of these are in fact already developed so this is actually pretty outstanding what I will do is I will actually get rid of this one and if you seem like there is um I think pitched and demo are sort of like the exact same thing we simply choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s eliminate the demo here and after that we have working out 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 different fields that you want so you will click this plus here and we have free form a date check box drop down General e-mail e-mail 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 choose this one here this is the field that was actually missing out on and I’ll in fact rearrange and put the notes here okay e-mail thread count close date alright company’s size deal size and Company size fine let’s eliminate the business size and I’m gon na really find something else within the basic where we have actually produced by date produced fans and more so I in fact wish to choose the produced.
by or possibly the followers since I want to track my employee that are in fact 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 great deal of choices available within streak is really among the easiest and among the most uh you understand versatile out there it’s really easy to use with design templates we have jobs too within my job once again if I didn’t wish to go for these sales if I finished with tasks then I can go with the job phases right here and once again the fields the process is going to be comparable you will select these phases from here on this plus button here and you can also offer it various different colors we likewise have company Dev here you can see then we have employing so if you do working with then this is going to be your phases job search investor fundraising others realty assistance and custom-made So within our support you can see we have incoming appointed working on solved and noise this is really pretty good and we likewise have customized where I can in fact start something from the scratch totally according to my business for me we simply 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 on produce now it will just take a 2nd for a street to develop a pipeline for me so you can see this actually looks pretty good now I will be able to add my Lead Series so you can actually click on this fall and we have manage phase or relabel so as I continue as I include different leads here what I I will do is I’ll just merely click and I’ll be able to add it click the top here add a box so click 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 go into so now you can see we have one lead created let’s say that there is actually closed one so I’m going to add one here let’s just for now let’s call it brand-new I’m going to add another lead let’s call it new 2 we can actually open this up in a 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 state there was a called as well there’s one working out so I’ll just simply click new now once you develop a lead we can in fact click on this link and it will now open the various fields that we added so this is a 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 welcome colleagues so from here I can invite the employee we have add columns we have e-mails files and remarks you can change to the e-mails and it will reveal you the emails that you got in files we can even upload files and then we have the remarks 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 done with this you can in fact click enter and it will be closed now it will show you something like this we have all of our information 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 select different leads from here the stages and we can perform bulk actions such as deleting and sharing too uh one more thing with srix on top you will have the ability to see we have private alternative we have these three dots where we can discover these phases Combinations and automation this is one of the important ones click on this link and you’ll be able to actually incorporate um other apps within yourr transfer data for alerts for automations custom-made constructs and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they very easily and create our CSV files similarly now I can switch to my various 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 also reveal me the emails that I will be getting for my pipelines that I have developed we will even have our merge e-mails now with our so this is the combine e-mail and with merge e-mail what happens is I can really create a follow-up e-mails and various storage e-mails here and we have active advises so utilizing is really simple you can start for free by simply including the integration and now you understand how to use as a complete newbie do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me offer some context about my career and how it relates to. As a freelance reporter, I have actually dealt with many customers, handled numerous projects at the same time, and kept a comprehensive network of contacts. Juggling these duties can be overwhelming, and I acknowledged the need for a centralized system to simplify my operations.
In my quest for an option, I explored various platforms however discovered them to be either too pricey or too intricate for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly integrates with Gmail, making it ideal for self-employed reporters who greatly count on email interaction. Here are some essential benefits of using for your freelance journalism working with process:.
Instinctive Email Tracking and Company:.
enables you to track and arrange your emails effortlessly, providing you a clear summary of your communications with clients, leads, and collaborators.
You can produce personalized pipelines directly within your inbox, making it simple to monitor the progress and manage of your projects and projects.
Effective 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 stages, set pointers, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Collaboration and Teamwork:.
helps with cooperation by permitting you to share pipelines and communicate with staff member within the platform.
You can assign jobs, share crucial e-mails, and work together in real-time, enhancing productivity and guaranteeing everybody stays on the exact same page.
‘s flexible workflow system enables you to personalize your pipelines and automate recurring tasks.
You can develop design templates for typical e-mail reactions, 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, offers benefits in terms of coding and software development. Here’s how:.
supplies a robust API and extensive developer paperwork, making it easy to integrate with other tools and build custom-made services.
This versatility allows freelance reporters with coding skills to extend the performance of and tailor it to their specific requirements.
Project Management for Software Development:.
‘s pipeline feature can be adjusted to manage software development tasks, from ideation to implementation.
You can create customized stages for various advancement phases, designate tasks to team members, and track development effectively.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Instinctive interface and easy-to-use functions, decreasing the finding out curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collective functions that enhance team effort and communication.
Developer-friendly API for combination and personalization.
Affordable option for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Reliance on Gmail for full functionality, limiting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While deals significant benefits for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
provides a more affordable option, specifically for freelancers and small companies.
HubSpot has a totally free version, but advanced functions require a higher-tier paid subscription.
Features and Complexity:.
offers a more thorough suite of functions, including sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, providing a streamlined experience.
Both and integrate with numerous third-party tools.
‘s smooth integration with Gmail is useful for users heavily reliant on email communication.
As a self-employed journalist, handling your hiring procedure and customer relationships is paramount to your success. deals a intuitive and cost effective option that effortlessly incorporates with Gmail, allowing you to streamline your operations and focus on your craft. While it might not have the sophisticated features 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, material, or author developer, can empower you to take control of your freelance journalism career by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.