As an experienced freelance journalist, I comprehend the difficulties of managing jobs, tracking leads, and supporting customer relationships. In this post, I will delve into the benefits of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey men welcome back in this video I will be showing you how to utilize Migrating From Salesforce To Streak Crm for your client relations cooperation interaction and a lot more so let’s enter into it first of all you require to go to streak.com and you will land on this website right here now is a sort of CRM that we can add to our basic Gmail to turn our Gmail into our working Center 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 complete newbie it will help you personalize an ideal procedure for your group and you will be able to get your work done now let’s actually enter the process now is offered as an extension and it’s entirely totally free so once you get to the website you’ll get this alternative here which is contribute 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 add 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 merely check in make sure to sign.
into the exact 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 merely scroll down and click allow after adding this is what your Gmail will look like now you can see here in our basic you know folders we are getting recently viewed all tracked e-mails and upgraded reply and after that we have this brand-new alternative 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 is like our new dashboard for here I’ll be able to produce a brand-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 actually do that you will click on new pipeline here and we have various alternatives firstly we have the stages so this is where you will select these stages for your pipeline and you can really we have a lead called pitched demonstration negotiating close phone closed uh you know then we have supporting fine then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority market offer size company size close rate e-mail thread count days and state and keeps in mind so if you want to add another stage you will click this Plus at the top and you will provide your phase a name let’s say that you in fact wanted to create another um you understand phase here for example let’s state I didn’t have no strings so I can develop right here.
and you can provide it your color so we can in fact pick different colors for each of the stages but I think all of these are really already produced so this is actually pretty outstanding 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 sort of like the exact same thing we just go with the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s get rid of the demo here and after that 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 different fields that you desire so you will click this plus here and we have totally 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 go with this one here this is the field that was really missing out on and I’ll really reorganize and put the notes here alright e-mail thread count close date alright business’s size deal size and Company size fine let’s get rid of the company size and I’m gon na really discover something else within the basic where we have actually developed by date created followers and more so I really wish to go for the created.
by or maybe the followers because I want to monitor my employee that are in fact 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 available 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 design templates we have projects too within my job again if I didn’t want to go for these sales if I made with projects then I can choose the job phases right here and again the fields the process is going to be similar you will choose these stages from here on this plus button here and you can likewise give it different different colors we likewise have business Dev here you can see then we have hiring so if you do employing 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 actually inbound designated dealing with dealt with and noise this is really pretty good and we also have customized where I can really start something from the scratch absolutely according to my service for me we merely have the sales so I’m gon na go with the sales here and click produce private or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click on develop now it will simply take a 2nd for a street to develop 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 phase or rename so as I proceed as I add various leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click on the top here add a box so click ADD box here and I’m going to add a box in the lead section here and let’s simply call it brand-new and click on get in so now you can see we have one lead produced 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 include another lead let’s call it brand-new two we can in fact open this up in a 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 2 leads then let’s say there was a contacted too there’s one negotiating so I’ll just simply click on new now once you produce a lead we can really click here and it will now open the different 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 created keep in mind and then we have invite teammates so from here I can invite the employee we have add columns we have emails files and comments you can switch to the e-mails and it will show you the e-mails that you got in files we can even submit files and after that we have the remarks at the top here 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 made with this you can actually click get in 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 2 leads one gotten in touch with and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh another thing with srix on top you will be able to see we have personal alternative we have these three dots where we can discover these phases Integrations and automation this is among the crucial ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer information for notifications for automations custom constructs and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they extremely quickly and produce our CSV files likewise now I can switch to my various folders that we have here and I can develop a new pipeline we can switch to our simple Gmail really easily from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have produced we will even have our combine e-mails now with our so this is the merge email and with combine email what happens is I can really develop a follow-up emails and different storage emails here and we have active instructs so utilizing is truly simple you can get started for free by just adding the integration and now you know how to use as a total novice don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me supply some context about my career and how it associates with. As an independent reporter, I have actually worked with various customers, managed multiple jobs all at once, and preserved an extensive network of contacts. Balancing these obligations can be overwhelming, and I acknowledged the requirement for a centralized system to enhance my operations.
In my quest for a solution, I explored different platforms however discovered them to be either too costly or too complex for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly integrates with Gmail, making it ideal for freelance reporters who heavily rely on e-mail interaction. Here are some key advantages of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Company:.
enables you to track and organize your e-mails easily, offering you a clear summary of your communications with customers, leads, and collaborators.
You can develop customizable pipelines directly within your inbox, making it simple to manage and monitor the development of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to picture and handle your sales procedure from lead generation to job completion.
You can categorize contacts, produce custom stages, set reminders, and track interactions, guaranteeing that no chance slips through the cracks.
Seamless Cooperation and Teamwork:.
facilitates partnership by enabling you to share pipelines and communicate with team members within the platform.
You can assign tasks, share crucial e-mails, and team up in real-time, improving performance and making sure everybody stays on the very same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repeated jobs.
You can develop design templates for typical email reactions, schedule follow-ups, and established suggestions, conserving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, offers advantages in regards to coding and software application advancement. Here’s how:.
provides a robust API and extensive designer documents, making it easy to integrate with other tools and build customized solutions.
This versatility allows freelance journalists with coding skills to extend the performance of and customize it to their particular requirements.
Job Management for Software Application Development:.
‘s pipeline feature can be adjusted to manage software application advancement jobs, from ideation to implementation.
You can produce customized stages for various development phases, assign jobs to staff member, and track development efficiently.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and user friendly functions, minimizing the finding out curve.
Customizable pipelines and workflows to adapt to private requirements.
Collective functions that boost team effort and communication.
Developer-friendly API for combination and modification.
Cost-effective service for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation features.
Dependence on Gmail for complete performance, limiting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more inexpensive service, especially for freelancers and small businesses.
HubSpot has a totally free version, but advanced features need a higher-tier paid subscription.
Features and Complexity:.
supplies a more extensive suite of functions, including advanced marketing automation and analytics.
focuses on simpleness and ease of use, using a structured experience.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is beneficial for users heavily reliant on email interaction.
As a freelance reporter, handling your hiring procedure and customer relationships is vital to your success. offers a economical and instinctive solution that effortlessly incorporates with Gmail, allowing you to streamline your operations and focus on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re an editor, author, or material creator, can empower you to take control of your freelance journalism profession by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.