As a seasoned freelance reporter, I comprehend the challenges of managing tasks, tracking leads, and nurturing client relationships. In this article, I will dig 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 use for novices hey guys welcome back in this video I will be showing you how to use Streak Crm Sync Fields for your customer relations cooperation interaction and much more so let’s get into it first of all 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 contribute to our easy Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is actually remarkable and I’ll reveal you how to do that as a total beginner it will help you tailor a perfect procedure for your team and you will be able to get your work done now let’s in fact enter into the procedure now is readily available as an extension and it’s entirely complimentary so as soon as you get to the site you’ll get this option here which is add 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 add to Chrome click ADD extension and your extension will be added alright 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 sign in ensure to sign.
into the same Gmail that you have actually included the uh you know streak to now it will ask you for your access and we’re gon na simply scroll down and click enable after adding this is what your Gmail will look like now you can see here in our simple you know folders we are getting recently viewed all tracked emails and upgraded reply and after that we have this 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 merges so you can see this is like our brand-new control panel for here I’ll be able to create a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go create a brand-new pipeline let’s in fact do that you will click brand-new pipeline here and we have various options firstly we have the stages so this is where you will select these phases for your pipeline and you can really we have a lead gotten in touch with pitched demonstration negotiating close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority industry deal size business size close rate e-mail thread count days and state and keeps in mind so if you want to include another stage you will click on this Plus on top and you will provide your stage a name let’s state that you actually wished to produce 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 give it your color so we can actually pick various colors for each of the stages but I believe all of these are in fact currently produced so this is in fact pretty excellent what I will do is I will actually get rid of this one and if you feel like there is um I think pitched and demo are type of like the very same thing we just go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is in fact let’s eliminate the demonstration here and then 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 different fields that you desire so you will click on this plus here and we have totally free form a date check box drop down General e-mail e-mail tracking task 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 in fact missing out on and I’ll in fact reorganize and put the notes here fine e-mail thread count close date okay company’s size deal size and Business size all right let’s eliminate the company size and I’m gon na really discover something else within the basic where we have actually developed by date produced followers and more so I really want to choose the produced.
by or perhaps the followers because I want to monitor my employee 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 lot of options readily available within streak is in fact one of 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 project once again if I didn’t want to opt for these sales if I made with projects then I can go with the job phases right here and once again the fields the process is going to be comparable you will select these stages from here on this plus button here and you can also give it different different colors we likewise have organization Dev here you can see then we have working with so if you do working with then this is going to be your stages task search investor fundraising others property support and custom-made So within our assistance you can see we have actually incoming designated working on solved and sound this is actually respectable and we likewise have custom where I can actually start something from the scratch completely according to my business for me we merely have the sales so I’m gon na choose the sales here and click on produce personal or.
shared so I will be sharing this with a staff member so I’m going to opt for the shared one here and click produce now it will simply take a 2nd for a street to develop a pipeline for me so you can see this in fact looks respectable now I will have the ability to add my Lead Series so you can really click on this drop down and we have handle stage 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 include it click on the top here add a box so click 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 get in so now you can see we have actually one lead created let’s say that there is in fact closed one so I’m going to include one here let’s just for now let’s call it brand-new I’m going to add another lead let’s call it new 2 we can actually open this up in a new tab from here too however 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 say there was a contacted also there’s one working out so I’ll just merely click on new now once you create a lead we can really click here 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 keep in mind and then we have welcome teammates so from here I can welcome the team members we have add columns we have e-mails files and comments you can switch to the emails and it will show you the emails that you got in files we can even submit files and after that we have the comments at the top here once again we have the call log we have our meeting notes and we even have our.
accessories so this is how you develop a lead within your when you’re done with this you can in fact click go into and it will be closed now it will reveal you something like this we have all of our information gathered 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 deleting and sharing too uh another thing with srix on top you will be able to see we have personal option we have these 3 dots where we can find these phases Combinations and automation this is one of the crucial ones click on this link and you’ll be able to actually incorporate um other apps within yourr transfer data for alerts for automations custom 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 produce our CSV files likewise now I can change to my different folders that we have here and I can develop a brand-new pipeline we can change to our easy Gmail very easily from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have produced we will even have our merge emails now with our so this is the merge e-mail and with combine e-mail what happens is I can actually produce a follow-up e-mails and different storage e-mails here and we have active instructs so utilizing is really simple you can begin totally free by simply including the combination and now you understand how to use as a total newbie don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me offer some context about my career and how it associates with. As a freelance journalist, I have actually dealt with many customers, handled several tasks simultaneously, and preserved an extensive network of contacts. Balancing these duties can be overwhelming, and I recognized the requirement for a central system to enhance my operations.
In my quest for a solution, I checked out various platforms however found them to be either too expensive or too intricate for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly integrates with Gmail, making it ideal for independent journalists who greatly rely on e-mail interaction. Here are some key benefits of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Company:.
permits you to track and arrange your emails easily, offering you a clear introduction of your communications with clients, leads, and partners.
You can create adjustable pipelines directly within your inbox, making it easy to manage and keep track of the progress of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and manage your sales procedure from lead generation to task completion.
You can categorize contacts, create custom phases, set reminders, and track interactions, making sure that no chance slips through the fractures.
Smooth Cooperation and Teamwork:.
facilitates partnership by enabling you to share pipelines and interact with team members within the platform.
You can assign tasks, share crucial e-mails, and team up in real-time, enhancing performance and making sure everyone stays on the exact same page.
‘s versatile workflow system enables you to tailor your pipelines and automate recurring tasks.
You can develop design templates for common e-mail reactions, schedule follow-ups, and established pointers, conserving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, provides advantages in terms of coding and software development. Here’s how:.
provides a robust API and extensive designer documents, making it simple to incorporate with other tools and build custom-made solutions.
This flexibility allows freelance journalists with coding skills to extend the functionality of and customize it to their specific needs.
Task Management for Software Application Development:.
‘s pipeline function can be adjusted to handle software application development projects, from ideation to deployment.
You can develop customized stages for different development phases, assign tasks to employee, and track progress effectively.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Instinctive interface and easy-to-use features, minimizing the discovering curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collective features that enhance team effort and communication.
Developer-friendly API for combination and customization.
Economical option for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation features.
Reliance on Gmail for full performance, limiting compatibility with other email providers.
Contrast with HubSpot CRM:.
While offers substantial advantages 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, especially for freelancers and small businesses.
HubSpot has a free variation, but advanced features require a higher-tier paid subscription.
Features and Intricacy:.
supplies a more extensive suite of features, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, providing a streamlined experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is advantageous for users heavily reliant on e-mail communication.
As an independent journalist, handling your hiring process and client relationships is paramount to your success. deals a economical and intuitive option that perfectly incorporates with Gmail, allowing you to streamline your operations and focus on your craft. While it might not have the innovative features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a writer, material, or editor creator, can empower you to take control of your freelance journalism career by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.