As an experienced freelance journalist, I comprehend the challenges of managing tasks, tracking leads, and nurturing customer relationships. In this short article, I will delve into the benefits of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for beginners hey men welcome back in this video I will be revealing you how to use Streak Crm Case Study for your client relations collaboration communication and far more so let’s enter into it firstly 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 easy Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is actually remarkable and I’ll reveal you how to do that as a total novice it will help you customize an ideal process for your group and you will be able to get your work done now let’s really get into the process now is offered as an extension and it’s entirely complimentary so as soon as you get to the website you’ll get this choice 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 on ADD extension and your extension will be added all right it’s done and now it is contributing to Gmail and it will take me straight 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 check in make sure to sign.
into the exact same Gmail that you have actually added the uh you know streak to now it will ask you for your gain access to and we’re gon na just scroll down and click enable after including 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 e-mails and updated reply and then 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 brand-new dashboard for here I’ll have the ability to develop a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go develop a brand-new pipeline let’s actually do that you will click on brand-new pipeline here and we have various options first off 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 called pitched demonstration working out close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last email last email from lead Source priority industry deal size business size close rate email thread count days and state and keeps in mind so if you wish to include another phase you will click on this Plus at the top and you will offer your stage a name let’s say that you in fact wished to develop 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 offer it your color so we can really select different colors for each of the stages however I think all of these are really already produced so this is actually pretty remarkable what I will do is I will really get rid of this one and if you feel like there is um I think 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 demo 2 what I’ll do is really let’s get rid of the demonstration here and then we have negotiating with negotiating I can opt for 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 want so you will click on this plus here and we have free type a date check box drop down 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 in fact rearrange and put the notes here fine e-mail thread count close date fine business’s size offer size and Company size alright let’s eliminate the company size and I’m gon na actually discover something else within the general where we have actually developed by date developed fans and more so I actually want to opt for the produced.
by or maybe the fans because 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 desired for my pipeline now you can see there are a lot of options readily available within streak is actually among the easiest and among the most uh you know versatile out there it’s very easy to use with design templates we have projects too within my project again if I didn’t want to choose these sales if I did with jobs then I can opt for the job phases right here and once again the fields the procedure is going to be comparable you will choose these stages from here on this plus button here and you can likewise provide it various various colors we likewise have service Dev here you can see then we have hiring so if you do hiring 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 assigned working on resolved and noise this is in fact respectable and we also have custom-made where I can actually start something from the scratch completely according to my service for me we simply have the sales so I’m gon na choose the sales here and click on create private or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click develop now it will simply take a second for a street to produce a pipeline for me so you can see this actually looks pretty good now I will have the ability to add my Lead Series so you can really click on this fall and we have handle phase or relabel so as I proceed 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 include a box in the lead section here and let’s just call it new and click get in so now you can see we have actually one lead created let’s state that there is in fact 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 brand-new two 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 contacted as well there’s one working out so I’ll just merely click new now when you create a lead we can in fact click on this link and it will now open the various fields that we included so this is a new Elite that I developed and we have all of these different columns we have the fields that we produced keep in mind and after that we have invite colleagues so from here I can welcome the team members we have include columns we have emails files and comments you can change to the e-mails and it will show you the e-mails that you got in files we can even upload 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.
accessories so this is how you produce a lead within your once you’re made with this you can in fact click on go into and it will be closed now it will reveal 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 contacted and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can carry out bulk actions such as deleting and sharing also uh one more thing with srix at the top you will have the ability to see we have personal choice we have these 3 dots where we can find these stages Integrations and automation this is one of the essential ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer information for alerts for automations custom builds and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they really easily and develop our CSV files likewise now I can change to my various folders that we have here and I can develop a brand-new pipeline we can switch to our easy Gmail really quickly from here and it will likewise show me the emails that I will be getting for my pipelines that I have produced we will even have our merge e-mails now with our so this is the merge e-mail and with merge e-mail what takes place is I can actually develop a follow-up e-mails and various storage emails here and we have active instructs so utilizing is really easy you can begin free of charge by simply adding the integration and now you understand how to utilize as a total novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me provide some context about my career and how it associates with. As a self-employed reporter, I have actually worked with many clients, handled numerous tasks simultaneously, and kept a substantial network of contacts. Balancing these responsibilities can be overwhelming, and I acknowledged the requirement for a central system to streamline my operations.
In my mission for an option, I explored various platforms but discovered them to be either too expensive or too complicated for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly integrates with Gmail, making it perfect for independent journalists who greatly depend on e-mail communication. Here are some essential benefits of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Company:.
enables you to track and arrange your emails easily, offering you a clear overview of your interactions with clients, leads, and partners.
You can develop personalized pipelines straight within your inbox, making it easy to monitor the development and handle of your jobs and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to envision and manage your sales procedure from list building to job completion.
You can categorize contacts, produce custom stages, set reminders, and track interactions, guaranteeing that no opportunity slips through the fractures.
Smooth Cooperation and Team Effort:.
facilitates partnership by enabling you to share pipelines and communicate with team members within the platform.
You can appoint jobs, share essential e-mails, and collaborate in real-time, improving productivity and making sure everybody remains on the same page.
‘s versatile workflow system allows you to personalize your pipelines and automate repetitive tasks.
You can create design templates for typical e-mail reactions, schedule follow-ups, and established reminders, saving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, provides benefits in terms of coding and software advancement. Here’s how:.
offers a robust API and comprehensive developer documentation, making it easy to incorporate with other tools and develop custom-made options.
This flexibility allows independent reporters with coding abilities to extend the functionality of and tailor it to their specific needs.
Task Management for Software Advancement:.
‘s pipeline function can be adjusted to manage software development projects, from ideation to release.
You can create custom-made phases for different advancement phases, assign tasks to staff member, and track progress effectively.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
User-friendly user interface and easy-to-use features, lessening the discovering curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collective features that enhance team effort and communication.
Developer-friendly API for integration and personalization.
Cost-efficient solution for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for full functionality, restricting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more inexpensive solution, specifically for freelancers and small companies.
HubSpot has a free version, but advanced functions require a higher-tier paid subscription.
Features and Complexity:.
offers a more comprehensive suite of functions, consisting of innovative marketing automation and analytics.
concentrates on simplicity and ease of use, offering a streamlined experience.
Both and integrate with different third-party tools.
‘s smooth integration with Gmail is beneficial for users heavily reliant on email interaction.
As a self-employed journalist, handling your hiring procedure and customer relationships is critical to your success. offers a intuitive and economical option that perfectly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it may not have the advanced features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, author, or material developer, can empower you to take control of your freelance journalism career by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.