As an experienced freelance journalist, I comprehend the obstacles of handling tasks, tracking leads, and supporting client relationships. In this post, I will dive into the advantages of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for beginners hey people invite back in this video I will be revealing you how to utilize Monday Crm Vs Streak for your customer relations collaboration communication and a lot more so let’s enter into it first off you need to go to streak.com and you will arrive at 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 in fact turn our Gmail into a platform which is really amazing and I’ll show you how to do that as a total beginner it will assist you personalize an ideal process for your group and you will have the ability to get your work done now let’s actually enter into the process now is offered as an extension and it’s entirely complimentary so when you get to the website 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 contribute to Chrome click on ADD extension and your extension will be included 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 sure to sign.
into the same Gmail that you have actually added the uh you know streak to now it will ask you for your access and we’re gon na merely scroll down and click enable after adding this is what your Gmail will appear like now you can see here in our basic you know folders we are getting just recently seen all tracked e-mails and upgraded reply and then we have this 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 resembles our brand-new dashboard for here I’ll be able to create a new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go create a new pipeline let’s really do that you will click on brand-new pipeline here and we have various choices firstly we have the stages so this is where you will select these stages for your pipeline and you can actually we have actually a lead contacted pitched demonstration working out 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 e-mail from lead Source concern market offer size company size close rate e-mail thread count days and state and keeps in mind so if you want to include another stage you will click this Plus on top and you will offer your phase a name let’s say that you actually wanted to create another um you understand phase here for instance let’s say I didn’t have no strings so I can produce right here.
and you can provide it your color so we can really select different colors for each of the stages however I think all of these are really currently created so this is really pretty remarkable what I will do is I will actually eliminate this one and if you seem like there is um I believe pitched and demo are type of like the same thing we just opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s get rid of the demonstration here and after that we have negotiating with negotiating I can opt for 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 kind 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 in fact missing out on and I’ll actually rearrange and put the notes here okay email thread count close date all right business’s size offer size and Company size all right let’s eliminate the company size and I’m gon na actually discover something else within the general where we have created by date developed fans and more so I really want to go for the produced.
by or maybe the fans since I wish to keep an eye on my team members 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 wanted for my pipeline now you can see there are a lot of alternatives readily available within streak is really one of the most convenient and one of the most uh you understand flexible out there it’s really easy to use with templates we have jobs too within my job again if I didn’t wish to go for these sales if I did with jobs then I can go with the project stages right here and once 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 also offer it various different colors we also have service Dev here you can see then we have working with so if you do hiring then this is going to be your stages job search investor fundraising others real estate support and custom-made So within our assistance you can see we have actually inbound appointed dealing with resolved and noise this is really pretty good and we likewise have custom where I can in fact start something from the scratch absolutely according to my service for me we merely have the sales so I’m gon na opt for the sales here and click on develop 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 create now it will simply take a second for a street to develop a pipeline for me so you can see this in fact looks respectable now I will have the ability to add my Lead Series so you can really click this fall and we have handle stage or rename so as I continue as I include different 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 include a box so click on 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 get in so now you can see we have actually one lead created let’s state 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 new 2 we can really 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 say there was a called as well there’s one working out so I’ll just merely click on new now once you produce a lead we can really click here and it will now open the different fields that we included so this is a brand-new Elite that I developed and we have all of these different columns we have the fields that we created keep in mind and after that we have invite colleagues so from here I can invite the team members we have include columns we have emails files and comments 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 once 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 when you’re made with this you can actually click go into and it will be closed now it will reveal you something like this we have all of our information 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 choose various leads from here the stages and we can perform bulk actions such as deleting and sharing as well uh another thing with srix on top you will have the ability to see we have personal choice we have these three dots where we can find these stages Combinations and automation this is among the essential ones click here and you’ll have the ability to in fact integrate um other apps within yourr transfer information for alerts for automations custom constructs and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really easily and produce our CSV files similarly 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 very quickly from here and it will likewise show me the emails that I will be receiving for my pipelines that I have developed we will even have our combine emails now with our so this is the combine e-mail and with merge email what takes place is I can really produce a follow-up e-mails and different storage e-mails here and we have active advises so using is actually easy you can get started totally free by just adding the combination and now you understand how to utilize as a complete beginner do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me provide some context about my profession and how it associates with. As an independent journalist, I have actually dealt with many clients, handled several tasks concurrently, and preserved a substantial network of contacts. Juggling these obligations can be frustrating, and I acknowledged the need for a centralized system to streamline my operations.
In my mission for a service, I checked out various platforms however found them to be either too intricate or too costly for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly incorporates with Gmail, making it ideal for self-employed journalists who heavily rely on e-mail communication. Here are some key advantages of using for your freelance journalism employing process:.
User-friendly Email Tracking and Organization:.
permits you to track and arrange your emails effortlessly, offering you a clear overview of your communications with clients, leads, and collaborators.
You can create adjustable pipelines straight within your inbox, making it simple to keep an eye on the development and manage of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to envision and handle your sales procedure from lead generation to job conclusion.
You can categorize contacts, develop custom stages, set suggestions, and track interactions, making sure that no opportunity slips through the fractures.
Smooth Partnership and Team Effort:.
facilitates collaboration by enabling you to share pipelines and interact with staff member within the platform.
You can designate tasks, share crucial e-mails, and work together in real-time, enhancing performance and guaranteeing everybody remains on the very same page.
‘s versatile workflow system allows you to personalize your pipelines and automate repetitive jobs.
You can create templates for typical e-mail actions, schedule follow-ups, and set up tips, saving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, uses advantages in regards to coding and software development. Here’s how:.
provides a robust API and comprehensive developer paperwork, making it easy to incorporate with other tools and build custom-made solutions.
This versatility enables freelance reporters with coding skills to extend the functionality of and customize it to their particular needs.
Project Management for Software Application Development:.
‘s pipeline feature can be adapted to manage software application advancement jobs, from ideation to deployment.
You can produce custom stages for different development phases, appoint jobs to staff member, and track progress effectively.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive user interface and easy-to-use functions, lessening the learning curve.
Personalized pipelines and workflows to adapt to private requirements.
Collective features that enhance team effort and interaction.
Developer-friendly API for integration and customization.
Cost-effective service for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for complete performance, limiting compatibility with other email providers.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more inexpensive option, specifically for freelancers and small companies.
HubSpot has a free variation, however advanced features require a higher-tier paid subscription.
Features and Intricacy:.
supplies a more extensive suite of functions, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, using a structured experience.
Both and incorporate with different third-party tools.
‘s smooth combination with Gmail is advantageous for users greatly reliant on email interaction.
As a freelance reporter, handling your hiring procedure and client relationships is critical to your success. deals a instinctive and inexpensive solution that seamlessly integrates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it might not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a content, editor, or author developer, can empower you to take control of your freelance journalism career by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.