As a seasoned freelance journalist, I understand the challenges of handling tasks, tracking leads, and nurturing customer relationships. In this short article, I will dive into the advantages of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for novices hey people welcome back in this video I will be showing you how to utilize Streak Crm Gartner for your consumer relations cooperation interaction and far more so let’s enter it first off you need to go to streak.com and you will arrive at this website right here now is a type of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is actually amazing and I’ll reveal you how to do that as a complete beginner it will help you tailor an ideal process for your team and you will be able to get your work done now let’s really enter into the process now is offered as an extension and it’s entirely free so once you get to the website you’ll get this option here which is add to Chrome and you’re.
going to pick 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 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 just check in ensure 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 simply scroll down and click allow after including this is what your Gmail will appear like now you can see here in our easy you know folders we are getting just recently viewed all tracked emails and updated reply and then we have this brand-new choice which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this resembles our brand-new control panel for here I’ll be able to develop a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go develop a new pipeline let’s really do that you will click on new pipeline here and we have different alternatives firstly we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have a lead called pitched demo working out close phone closed uh you understand then we have nurturing all right then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority market offer size business size close rate email thread count days and state and notes so if you wish to include another phase you will click on this Plus on top and you will offer your phase a name let’s say that you actually wished to create another um you understand phase here for example let’s state I didn’t have no strings so I can produce right here.
and you can provide it your color so we can in fact select various colors for each of the stages but I think all of these are really currently produced so this is in fact pretty excellent what I will do is I will really get rid of this one and if you seem like there is um I think pitched and demo are type of like the same thing we simply opt for the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s get rid of the demonstration here and after that 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 different fields that you desire so you will click this plus here and we have totally free type a date check box fall General e-mail email tracking job calls and meetings so I do not see anything for the course and conferences 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 actually missing out on and I’ll really reorganize and put the notes here all right e-mail thread count close date alright company’s size deal size and Company size fine let’s get rid of the business size and I’m gon na really find something else within the general where we have actually created by date developed fans and more so I in fact want to go for the developed.
by or maybe the fans since I want to keep an eye on my staff member that are in fact following this so I will you understand 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 choices available within streak is in fact one of the most convenient and among the most uh you understand flexible out there it’s extremely easy to use with templates we have jobs too within my job once again if I didn’t want to go for these sales if I did with tasks then I can choose the project phases right here and 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 likewise give it different different colors we likewise have service Dev here you can see then we have employing so if you do hiring then this is going to be your phases task search investor fundraising others property assistance and customized So within our assistance you can see we have incoming appointed working on dealt with and noise this is actually pretty good and we also have custom where I can really start something from the scratch completely according to my company for me we just have the sales so I’m gon na choose the sales here and click on produce 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 on produce now it will simply take a second for a street to produce a pipeline for me so you can see this really looks pretty good now I will be able to include my Lead Series so you can in fact click this drop down and we have handle phase or rename so as I continue as I include various leads here what I I will do is I’ll just simply click and I’ll be able to include it click on the top here include a box so click on ADD box here and I’m going to include 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 developed let’s state that there is in fact 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 two we can in fact open this up in a brand-new tab from here too but 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 state there was a gotten in touch with too there’s one negotiating so I’ll just merely click brand-new now once you create a lead we can actually click here and it will now open the various fields that we included so this is a new Elite that I produced and we have all of these different columns we have the fields that we created keep in mind and then we have invite colleagues so from here I can welcome the staff member we have add columns we have emails files and remarks you can switch to the emails and it will show you the e-mails that you got in files we can even publish 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.
accessories so this is how you develop a lead within your when you’re finished 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 data collected 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 carry out bulk actions such as deleting and sharing as well uh one more thing with srix at the top you will be able to see we have personal alternative we have these three dots where we can discover these stages Integrations and automation this is one of the essential ones click on this link and you’ll be able to in fact integrate um other apps within yourr transfer information for notifications 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 develop our CSV files likewise now I can change to my different 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 reveal me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our combine emails now with our so this is the merge e-mail and with combine email what takes place is I can really produce a follow-up emails and different storage e-mails here and we have active instructs so using is actually simple you can get going free of charge by simply adding the combination and now you know how to use as a complete novice don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me supply some context about my career and how it associates with. As a freelance journalist, I have actually dealt with various customers, handled multiple jobs at the same time, and preserved an extensive network of contacts. Juggling these duties can be frustrating, and I acknowledged the requirement for a central system to streamline my operations.
In my mission for a service, I checked out numerous platforms however discovered them to be either too complex or too pricey for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly integrates with Gmail, making it perfect for independent journalists who heavily depend on e-mail interaction. Here are some essential benefits of using for your freelance journalism working with process:.
Instinctive Email Tracking and Company:.
allows you to track and arrange your emails effortlessly, offering you a clear introduction of your interactions with customers, leads, and partners.
You can develop customizable pipelines directly within your inbox, making it simple to handle and keep an eye on the development of your tasks and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and handle your sales procedure from lead generation to project conclusion.
You can classify contacts, create customized phases, set suggestions, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Collaboration and Teamwork:.
assists in cooperation by enabling you to share pipelines and communicate with team members within the platform.
You can assign tasks, share essential e-mails, and work together in real-time, boosting performance and ensuring everyone stays on the very same page.
‘s versatile workflow system enables you to customize your pipelines and automate repeated tasks.
You can develop design templates for common e-mail actions, schedule follow-ups, and established pointers, saving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, offers advantages in regards to coding and software application development. Here’s how:.
offers a robust API and substantial developer paperwork, making it easy to integrate with other tools and construct customized options.
This flexibility allows independent journalists with coding abilities to extend the functionality of and tailor it to their particular needs.
Task Management for Software Application Development:.
‘s pipeline function can be adapted to manage software application development jobs, from ideation to release.
You can develop custom stages for different advancement phases, assign jobs to employee, and track development effectively.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and easy-to-use functions, minimizing the finding out curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collaborative functions that boost teamwork and interaction.
Developer-friendly API for combination and modification.
Cost-effective solution for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for full functionality, restricting compatibility with other email companies.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more cost effective option, especially for freelancers and small companies.
HubSpot has a free variation, however advanced features require a higher-tier paid subscription.
Features and Complexity:.
supplies a more comprehensive suite of functions, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, providing a streamlined experience.
Both and incorporate with different third-party tools.
‘s smooth combination with Gmail is useful for users greatly reliant on e-mail communication.
As an independent reporter, managing your hiring process and customer relationships is paramount to your success. deals a economical and intuitive option that seamlessly integrates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it might not have the innovative features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re an editor, content, or author 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 impact of Streak CRM in your freelance journalism endeavors.