As a skilled freelance journalist, I understand the challenges of handling jobs, tracking leads, and supporting client relationships. In this post, I will dive into the advantages of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey men welcome back in this video I will be revealing you how to use Streak Crm Comparison Chart for your customer relations collaboration communication and far more so let’s get into it to start with you require to go to streak.com and you will arrive on this site right here now is a sort of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is actually amazing and I’ll reveal you how to do that as a total beginner it will help you customize an ideal procedure for your team and you will be able to get your work done now let’s really enter into the process now is readily available as an extension and it’s completely totally free so when you get to the site you’ll get this alternative here which is add 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 on ADD extension and your extension will be added okay 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 check in ensure to sign.
into the exact same Gmail that you have actually added the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click on allow after including this is what your Gmail will look like now you can see here in our basic you understand folders we are getting recently viewed all tracked e-mails and upgraded reply and then 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 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 again we have our Sports and hiring so this is where we’ll go create a brand-new pipeline let’s actually do that you will click brand-new pipeline here and we have different choices to start with we have the stages so this is where you will choose these phases for your pipeline and you can actually we have a lead called pitched demo negotiating close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority market deal size business size close rate email thread count days and state and keeps in mind so if you wish to add another stage you will click this Plus at the top and you will provide your stage a name let’s say that you really wanted to produce another um you know phase here for instance 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 really choose different colors for each of the stages but I think all of these are really currently developed so this is in fact quite outstanding what I will do is I will actually get rid of this one and if you feel like there is um I believe pitched and demo are sort of like the same thing we simply opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s get rid of the demo here and then we have negotiating with negotiating I can choose 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 various fields that you want so you will click this plus here and we have totally free type a date check box fall General e-mail e-mail tracking job 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 choose this one here this is the field that was really missing and I’ll really rearrange and put the notes here alright email thread count close date fine business’s size deal size and Business size alright let’s eliminate the company size and I’m gon na actually discover something else within the general where we have produced by date produced followers and more so I in fact want to choose the produced.
by or possibly the followers due to the fact that I wish to monitor my staff member that are actually 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 in fact one of the easiest and one of the most uh you understand flexible out there it’s extremely easy to use with templates we have projects too within my project again if I didn’t wish to opt for these sales if I made with jobs then I can opt for the project phases right here and again the fields the procedure is going to be comparable you will pick these stages from here on this plus button here and you can likewise provide it different different colors we also have business Dev here you can see then we have employing so if you do working with then this is going to be your stages job search investor fundraising others real estate assistance and custom-made So within our support you can see we have inbound assigned dealing with resolved and sound this is really respectable and we likewise have customized where I can in fact start something from the scratch totally according to my company for me we merely have the sales so I’m gon na opt for the sales here and click on create private or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click create now it will simply take a second for a street to create 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 in fact click this fall and we have handle phase or rename so as I proceed as I add different leads here what I I will do is I’ll just merely click and I’ll be able to include it click on the top here include a box so click ADD box here and I’m going to include a box in the lead area here and let’s just call it brand-new and click on enter 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 new I’m going to include another lead let’s call it brand-new 2 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 say there was a called as well there’s one working out so I’ll just simply click new now as soon as you produce a lead we can actually click on this link 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 different columns we have the fields that we produced keep in mind and after that we have invite teammates so from here I can invite the employee we have add columns we have emails files and remarks you can change to the e-mails and it will show you the emails that you got in files we can even upload files and then 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.
attachments so this is how you develop a lead within your once you’re done with this you can actually click on go into 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 contacted 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 deleting and sharing as well uh another thing with srix at the top you will have the ability to see we have private option we have these three dots where we can discover these stages Combinations and automation this is one of the crucial ones click on this link and you’ll have the ability to in fact integrate um other apps within yourr transfer data for notices for automations custom-made develops and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they really quickly and develop our CSV files similarly now I can change to my different folders that we have here and I can produce a new pipeline we can switch to our easy Gmail really easily from here and it will also show me the e-mails that I will be getting for my pipelines that I have developed we will even have our merge emails now with our so this is the merge e-mail and with merge email what occurs is I can actually create a follow-up emails and different storage e-mails here and we have active advises so using is truly easy you can begin free of charge by simply adding the combination and now you know how to utilize as a complete novice do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me offer some context about my profession and how it connects to. As a self-employed reporter, I’ve dealt with many customers, managed numerous projects all at once, and kept a substantial network of contacts. Balancing these duties can be frustrating, and I acknowledged the requirement for a centralized system to enhance my operations.
In my quest for an option, I checked out numerous platforms however found them to be either too complicated or too costly for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly incorporates with Gmail, making it perfect for independent reporters who greatly depend on e-mail interaction. Here are some essential benefits of using for your freelance journalism working with procedure:.
User-friendly Email Tracking and Organization:.
permits you to track and arrange your e-mails effortlessly, offering you a clear introduction of your communications with customers, leads, and partners.
You can produce adjustable pipelines straight within your inbox, making it easy to keep track of the progress and manage of your assignments and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to imagine and handle your sales procedure from list building to project completion.
You can classify contacts, develop custom phases, set pointers, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Cooperation and Teamwork:.
facilitates cooperation by enabling you to share pipelines and interact with employee within the platform.
You can designate tasks, share important emails, and work together in real-time, enhancing efficiency and guaranteeing everyone remains on the exact same page.
‘s versatile workflow system enables you to customize your pipelines and automate repeated jobs.
You can produce templates for typical e-mail actions, schedule follow-ups, and set up tips, conserving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, provides benefits in regards to coding and software application advancement. Here’s how:.
supplies a robust API and comprehensive designer documentation, making it easy to incorporate with other tools and construct custom services.
This flexibility enables independent reporters with coding skills to extend the functionality of and tailor it to their specific requirements.
Task Management for Software Development:.
‘s pipeline function can be adjusted to handle software development projects, from ideation to release.
You can develop custom stages for different advancement stages, assign jobs to staff member, and track development efficiently.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive interface and easy-to-use features, reducing the finding out curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collective features that boost team effort and communication.
Developer-friendly API for integration and personalization.
Cost-effective option for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation functions.
Dependence on Gmail for full performance, limiting compatibility with other email providers.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more budget-friendly option, particularly for freelancers and small companies.
HubSpot has a free variation, but advanced functions need a higher-tier paid membership.
Functions and Complexity:.
provides a more comprehensive suite of features, consisting of innovative marketing automation and analytics.
concentrates on simpleness and ease of use, offering a structured experience.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is beneficial for users heavily reliant on e-mail interaction.
As a freelance journalist, managing your hiring process and customer relationships is vital to your success. deals a inexpensive and instinctive option that effortlessly incorporates with Gmail, enabling you to improve your operations and focus on your craft. While it might not have the advanced functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a material, editor, or writer 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 endeavors.