As an experienced freelance journalist, I comprehend the obstacles of handling tasks, tracking leads, and nurturing customer relationships. In this short article, I will dig into the advantages 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 novices hey people welcome back in this video I will be revealing you how to use Streak Crm Suite Professional for your consumer relations collaboration interaction and a lot more so let’s enter into it to start with you need to go to streak.com and you will land on 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 really turn our Gmail into a platform which is really incredible and I’ll show you how to do that as a complete novice it will assist you personalize an ideal process for your team and you will have the ability to get your work done now let’s really enter the process now is offered as an extension and it’s completely free so when you get to the site you’ll get this choice 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 contribute to Chrome click on ADD extension and your extension will be included fine it’s done and now it is adding 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 ensure to sign.
into the very 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 simply scroll down and click permit after adding this is what your Gmail will look like now you can see here in our easy you understand folders we are getting recently seen all tracked e-mails and upgraded reply and then we have this 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 combines so you can see this is like our new dashboard for here I’ll be able to create 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 new pipeline let’s in fact do that you will click on new pipeline here and we have different alternatives first off we have the stages so this is where you will select these phases for your pipeline and you can really we have a lead contacted pitched demo working out close phone closed uh you understand then we have supporting all right then we have Fields so in fields we have a date of last email last e-mail from lead Source concern market offer size business size close rate e-mail thread count days and state and notes so if you want to include another stage you will click this Plus at the top and you will offer your phase a name let’s say that you really wished to create another um you understand phase here for instance let’s say 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 different colors for each of the stages however I believe all of these are actually already produced so this is actually quite remarkable what I will do is I will in fact eliminate 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 2 what I’ll do is really let’s eliminate the demonstration here and then we have negotiating with negotiating I can go with like in progress or something and now you can see these are my phases then I will scroll down to the fields here with each pipeline what are the various fields that you desire so you will click this plus here and we have complimentary form a date check box drop down General e-mail email tracking task calls and conferences 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 really missing and I’ll in fact reorganize and put the notes here alright email thread count close date okay business’s size deal size and Company size okay let’s eliminate the company size and I’m gon na in fact find something else within the general where we have developed by date produced followers and more so I in fact want to go for the produced.
by or perhaps the fans since I want to track my staff member that are really following this so I will you understand put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a lot of choices readily available within streak is actually among the simplest and one of the most uh you know versatile out there it’s very easy to use with templates we have projects too within my task again if I didn’t want to opt for these sales if I did with tasks then I can opt for the project phases right here and again the fields the procedure is going to be similar you will choose these phases from here on this plus button here and you can likewise give it various various colors we also have organization Dev here you can see then we have working with so if you do hiring then this is going to be your stages job search financier fundraising others realty assistance and customized So within our support you can see we have incoming designated dealing with fixed and noise this is actually respectable and we also have custom where I can actually start something from the scratch completely according to my service for me we just have the sales so I’m gon na go with the sales here and click on create personal 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 create now it will simply take a second for a street to produce a pipeline for me so you can see this actually looks respectable 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 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 have the ability to add it click 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 on get in so now you can see we have actually one lead developed let’s say that there is actually closed one so I’m going to include one here let’s just for now let’s call it new I’m going to add another lead let’s call it new two we can in fact open this up in a brand-new tab from here too however 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 gotten in touch with as well there’s one negotiating so I’ll just simply click new now as soon as you create a lead we can actually click on this link and it will now open up the different fields that we included so this is a new Elite that I developed and we have all of these various columns we have the fields that we created remember and after that we have welcome colleagues so from here I can invite the staff member we have add columns we have emails 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 upload files and after that we have the remarks at the top here once again we have the call log we have our meeting notes and we even have our.
attachments so this is how you create a lead within your once you’re done with this you can in fact click on enter 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 gotten in touch with 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 perform bulk actions such as erasing and sharing too uh another thing with srix on top you will have the ability to see we have personal alternative we have these three dots where we can find these stages Integrations and automation this is one of the important ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer information for notices for automations custom develops and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and create 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 change to our simple Gmail really easily from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have developed we will even have our combine e-mails now with our so this is the merge email and with combine email what occurs is I can in fact produce a follow-up e-mails and various storage emails here and we have active instructs so using is really easy you can get going free of charge by just including the integration and now you understand how to utilize as a total newbie don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me provide some context about my profession and how it relates to. As an independent reporter, I’ve dealt with numerous clients, handled several jobs all at once, and maintained an extensive network of contacts. Balancing these duties can be frustrating, and I recognized the requirement for a central system to improve my operations.
In my mission for a service, I explored different platforms but discovered them to be either too pricey or too complex for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly integrates with Gmail, making it ideal for freelance reporters who heavily depend on e-mail interaction. Here are some key benefits of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Organization:.
allows you to track and arrange your emails effortlessly, offering you a clear overview of your communications with customers, leads, and collaborators.
You can produce customizable pipelines straight within your inbox, making it simple to manage and keep an eye on the development of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to visualize and handle your sales procedure from list building to job conclusion.
You can categorize contacts, produce custom phases, set tips, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Partnership and Teamwork:.
facilitates partnership by allowing you to share pipelines and communicate with staff member within the platform.
You can designate jobs, share essential e-mails, and collaborate in real-time, boosting efficiency and guaranteeing everybody stays on the very same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repetitive tasks.
You can develop design templates for typical e-mail reactions, schedule follow-ups, and set up pointers, saving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, offers advantages in regards to coding and software application advancement. Here’s how:.
offers a robust API and extensive developer paperwork, making it easy to incorporate with other tools and build custom services.
This versatility enables independent journalists with coding skills to extend the functionality of and customize it to their specific needs.
Job Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to manage software application advancement jobs, from ideation to deployment.
You can produce customized stages for various advancement stages, appoint jobs to team members, and track progress efficiently.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and easy-to-use functions, decreasing the finding out curve.
Customizable pipelines and workflows to adapt to private requirements.
Collaborative functions that improve teamwork and communication.
Developer-friendly API for integration and modification.
Affordable option for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for full functionality, restricting compatibility with other email providers.
Contrast with HubSpot CRM:.
While deals considerable benefits for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more budget friendly option, especially for freelancers and small companies.
HubSpot has a totally free version, however advanced functions require a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more extensive suite of features, consisting of sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, offering a structured experience.
Both and integrate with different third-party tools.
‘s smooth combination with Gmail is beneficial for users heavily reliant on email interaction.
As a freelance reporter, managing your hiring process and client relationships is vital to your success. deals a intuitive and cost effective solution that perfectly incorporates with Gmail, allowing you to simplify your operations and focus on your craft. While it may not have the sophisticated features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re an editor, writer, or material 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.