As a seasoned freelance reporter, I comprehend the difficulties of managing projects, tracking leads, and nurturing client relationships. In this short article, I will dive into the benefits of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply 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 Streak.Com Crm Workflow for your customer relations collaboration interaction and far more so let’s enter into it first off you require to go to streak.com and you will arrive at this site right here now is a type of CRM that we can contribute 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 remarkable and I’ll reveal you how to do that as a complete novice it will assist you customize an ideal procedure for your team and you will be able to get your work done now let’s actually enter the procedure now is offered as an extension and it’s entirely totally free so once you get to the site you’ll get this alternative 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 on ADD extension and your extension will be included alright it’s done and now it is contributing 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 ensure to sign.
into the very same Gmail that you have actually included the uh you know 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 appear like now you can see here in our easy you understand folders we are getting just recently viewed all tracked emails and updated reply and then we have this brand-new alternative 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 control panel for here I’ll have the ability to create a brand-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 alternatives first off we have the stages so this is where you will choose these phases for your pipeline and you can actually we have a lead contacted pitched demonstration negotiating 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 email from lead Source top priority market offer size company size close rate e-mail thread count days and state and notes so if you wish to include another phase you will click this Plus at the top and you will give your phase a name let’s state that you in fact wanted to create another um you know stage here for example let’s say I didn’t have no strings so I can produce right here.
and you can give it your color so we can in fact select different colors for each of the stages however I think all of these are really currently developed so this is really quite excellent what I will do is I will really get rid of this one and if you feel like there is um I believe pitched and demo are kind of like the same thing we simply go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s eliminate the demonstration here and then we have working out 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 desire so you will click this plus here and we have complimentary form a date check box drop down General email email tracking job calls and meetings so I don’t 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 really missing out on and I’ll really rearrange and put the notes here alright e-mail thread count close date alright business’s size offer size and Business size fine let’s get rid of the company size and I’m gon na in fact find something else within the general where we have actually created by date created followers and more so I in fact want to opt for the developed.
by or maybe the followers since I want to keep track of my staff member 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 lot of options readily available within streak is really one of the easiest and one of the most uh you know flexible out there it’s extremely easy to use with design templates we have projects too within my task again if I didn’t want to opt for these sales if I finished with jobs then I can opt for the job stages right here and once again the fields the process is going to be similar you will select these stages from here on this plus button here and you can also give it various different colors we also have service Dev here you can see then we have working with so if you do working with then this is going to be your stages task search financier fundraising others realty assistance and custom-made So within our support you can see we have inbound assigned dealing with resolved and sound this is really pretty good and we also have customized where I can in fact start something from the scratch absolutely according to my organization for me we just have the sales so I’m gon na go with the sales here and click create private or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click produce now it will simply take a second for a street to create a pipeline for me so you can see this actually looks pretty good now I will be able to include my Lead Series so you can really click on this drop down and we have manage stage or relabel so as I continue as I include different leads here what I I will do is I’ll just simply click and I’ll be able to add 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 simply call it new and click on go into so now you can see we have actually one lead produced let’s say that there is really 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 two we can actually open this up in a brand-new tab from here too but I’m just for now I’m just gon na work by doing this now you can see we have two leads then let’s state there was a contacted as well there’s one negotiating so I’ll just merely click new now once you create a lead we can in fact click on this link and it will now open the different fields that we included so this is a new Elite that I produced and we have all of these various columns we have the fields that we developed keep in mind and then we have invite colleagues so from here I can welcome the employee we have add columns we have e-mails files and remarks you can change 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 conference notes and we even have our.
attachments so this is how you produce a lead within your when you’re made with this you can really click on 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 called and something like this and this is where you will be getting your list we can pick various leads from here the stages and we can perform bulk actions such as deleting and sharing too uh another thing with srix on top you will have the ability to see we have private alternative we have these three dots where we can find these phases Integrations and automation this is among the essential ones click on this link and you’ll be able to actually incorporate um other apps within yourr transfer information for notices for automations custom develops and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and produce 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 easy Gmail extremely quickly from here and it will also show me the emails that I will be receiving for my pipelines that I have created we will even have our combine e-mails now with our so this is the combine e-mail and with merge e-mail what happens is I can actually produce a follow-up e-mails and various storage emails here and we have active instructs so using is truly simple you can begin for free by simply adding the combination and now you know how to use as a complete beginner don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me supply some context about my career and how it associates with. As an independent journalist, I have actually worked with many customers, handled several jobs concurrently, and kept a comprehensive network of contacts. Balancing these responsibilities can be frustrating, and I recognized the need for a central system to enhance my operations.
In my quest for a solution, I explored different platforms however found them to be either too complicated or too pricey for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly integrates with Gmail, making it perfect for self-employed reporters who greatly depend on e-mail interaction. Here are some crucial advantages of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Company:.
enables you to track and organize your e-mails easily, giving you a clear introduction of your interactions with clients, leads, and collaborators.
You can develop customizable pipelines straight within your inbox, making it simple to manage and keep track of the progress of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to envision and manage your sales procedure from lead generation to job completion.
You can categorize contacts, create customized phases, set reminders, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Collaboration and Team Effort:.
helps with cooperation by enabling you to share pipelines and communicate with team members within the platform.
You can designate tasks, share crucial e-mails, and collaborate in real-time, enhancing productivity and guaranteeing everybody remains on the exact same page.
‘s versatile workflow system enables you to tailor your pipelines and automate recurring tasks.
You can develop design templates for common e-mail actions, schedule follow-ups, and set up tips, conserving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in independent journalism, uses advantages in regards to coding and software application advancement. Here’s how:.
offers a robust API and substantial designer paperwork, making it easy to incorporate with other tools and develop custom services.
This flexibility allows self-employed journalists with coding abilities to extend the performance of and tailor it to their particular needs.
Project Management for Software Application Development:.
‘s pipeline function can be adjusted to manage software development jobs, from ideation to implementation.
You can create custom stages for different development stages, assign jobs to team members, and track development effectively.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive interface and user friendly features, lessening the discovering curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collective functions that boost teamwork and interaction.
Developer-friendly API for integration and customization.
Economical option for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for complete performance, restricting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While offers significant advantages for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more economical service, particularly for freelancers and small companies.
HubSpot has a complimentary version, however advanced functions require a higher-tier paid membership.
Functions and Complexity:.
supplies a more thorough suite of features, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is advantageous for users greatly reliant on email interaction.
As a freelance reporter, handling your hiring procedure and customer relationships is paramount to your success. deals a intuitive and budget friendly service that flawlessly integrates with Gmail, allowing you to streamline your operations and focus on your craft. While it may not have the sophisticated features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a writer, material, or editor developer, can empower you to take control of your freelance journalism profession by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.