As a seasoned freelance reporter, I understand the challenges of handling jobs, tracking leads, and nurturing client relationships. In this article, I will dive into the advantages of utilizing for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for novices hey guys welcome back in this video I will be revealing you how to utilize Streak Crm Pricing India for your customer relations partnership communication and far more so let’s get into it first off you require to go to streak.com and you will arrive on this website right here now is a type of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is really amazing and I’ll show you how to do that as a complete newbie it will help you customize a perfect procedure for your team and you will have the ability to get your work done now let’s in fact enter the process now is offered as an extension and it’s completely totally free so as soon as you get to the site you’ll get this choice here which is contribute 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 add to Chrome click on ADD extension and your extension will be added okay 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 just check in make sure to sign.
into the same Gmail that you have included 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 on permit after including this is what your Gmail will look like now you can see here in our basic you know folders we are getting recently viewed all tracked e-mails and updated reply and after that we have this 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 dashboard for here I’ll have the ability to produce a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go produce a brand-new pipeline let’s actually 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 choose these stages for your pipeline and you can actually we have actually a lead called pitched demonstration negotiating close phone closed uh you understand then we have nurturing alright then we have Fields so in fields we have a date of last email last email from lead Source concern market deal size company size close rate e-mail thread count days and state and keeps in mind so if you wish to add another phase you will click this Plus at the top and you will offer your stage a name let’s state that you actually wished to produce another um you understand phase 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 pick various colors for each of the stages but I think all of these are really currently produced so this is really quite remarkable what I will do is I will actually get rid of this one and if you seem like there is um I believe pitched and demo are type of like the same thing we just choose the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s eliminate the demo here and after that we have working out 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 various fields that you want so you will click this plus here and we have complimentary kind a date check box fall General e-mail email tracking job calls and conferences 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 choose this one here this is the field that was really missing out on and I’ll actually rearrange and put the notes here alright e-mail thread count close date okay company’s size deal size and Business size all right let’s get rid of the business size and I’m gon na in fact discover something else within the general where we have actually produced by date developed followers and more so I in fact want to go for the developed.
by or maybe the fans due to the fact that I wish to track my staff member that are actually 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 great deal of alternatives readily 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 tasks too within my job again if I didn’t wish to go for these sales if I finished with jobs then I can go with the job stages 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 also offer it different various 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 phases job search financier fundraising others realty assistance and custom So within our support you can see we have incoming designated working on dealt with and sound this is really respectable and we likewise have custom-made where I can actually start something from the scratch completely according to my organization for me we simply have the sales so I’m gon na choose the sales here and click create personal or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click create now it will simply take a 2nd for a street to produce a pipeline for me so you can see this in fact looks pretty good now I will have the ability to add my Lead Series so you can in fact click this drop down and we have handle stage or relabel so as I continue as I add 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 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 get in so now you can see we have actually one lead produced 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 brand-new I’m going to include another lead let’s call it new 2 we can actually open this up in a 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 two leads then let’s state there was a gotten in touch with also there’s one working out so I’ll just merely click new now when you produce a lead we can in fact click on this link and it will now open the various 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 created remember and then we have invite teammates so from here I can invite the team members we have add columns we have emails files and comments you can switch to the emails and it will reveal you the emails that you got in files we can even submit files and after that we have the comments at the top here again we have the call log we have our meeting notes and we even have our.
attachments so this is how you develop a lead within your when you’re made with this you can actually click get in and it will be closed now it will reveal 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 choose different leads from here the stages and we can perform bulk actions such as deleting and sharing too uh one more thing with srix at the top you will be able to see we have private choice we have these 3 dots where we can discover these phases Integrations and automation this is among the important ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer data for notices for automations customized constructs and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they very easily and develop our CSV files likewise now I can switch to my various folders that we have here and I can develop a new pipeline we can change to our basic Gmail extremely easily from here and it will also reveal me the emails that I will be receiving for my pipelines that I have actually developed we will even have our merge e-mails now with our so this is the combine email and with combine e-mail what occurs is I can actually develop a follow-up e-mails and various storage e-mails here and we have active advises so using is actually easy you can get going for free by just adding the integration and now you know how to utilize as a complete newbie do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me supply some context about my profession and how it relates to. As a self-employed journalist, I’ve worked with many customers, handled numerous tasks all at once, and preserved a comprehensive network of contacts. Juggling these obligations can be overwhelming, and I acknowledged the need for a centralized system to streamline my operations.
In my quest for a solution, I checked out various platforms but found them to be either too complicated or too expensive 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 customer relationship management tool that flawlessly incorporates with Gmail, making it perfect for self-employed journalists who heavily count on email interaction. Here are some key advantages of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Organization:.
enables you to track and arrange your e-mails easily, providing you a clear introduction of your interactions with clients, leads, and collaborators.
You can produce adjustable pipelines directly within your inbox, making it simple to keep an eye on the development and handle of your projects and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to picture and manage your sales procedure from lead generation to task completion.
You can categorize contacts, develop custom stages, set pointers, and track interactions, making sure that no chance slips through the cracks.
Smooth Cooperation and Teamwork:.
helps with collaboration by enabling you to share pipelines and communicate with team members within the platform.
You can designate tasks, share essential emails, and team up in real-time, boosting efficiency and making sure everybody remains on the exact same page.
‘s flexible workflow system enables you to tailor your pipelines and automate repeated tasks.
You can create design templates for common email responses, schedule follow-ups, and set up reminders, saving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, provides benefits in regards to coding and software advancement. Here’s how:.
supplies a robust API and substantial developer documentation, making it easy to integrate with other tools and build custom-made services.
This versatility enables independent journalists with coding skills to extend the functionality of and customize it to their particular needs.
Job Management for Software Application Development:.
‘s pipeline feature can be adapted to manage software application advancement jobs, from ideation to deployment.
You can develop custom stages for different advancement stages, appoint jobs to staff member, and track progress efficiently.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
User-friendly interface and user friendly functions, minimizing the learning curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collective features that enhance team effort and interaction.
Developer-friendly API for integration and modification.
Economical solution for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation functions.
Dependence on Gmail for complete functionality, limiting compatibility with other email providers.
Contrast with HubSpot CRM:.
While deals significant benefits for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more economical service, particularly for freelancers and small companies.
HubSpot has a complimentary version, but advanced functions require a higher-tier paid subscription.
Functions and Intricacy:.
provides a more thorough 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 various third-party tools.
‘s seamless combination with Gmail is advantageous for users greatly reliant on email communication.
As a freelance reporter, handling your hiring procedure and customer relationships is vital to your success. deals a user-friendly and affordable service that perfectly incorporates 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, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a author, editor, or content developer, can empower you to take control of your freelance journalism career by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.