As a seasoned freelance journalist, I understand the obstacles of managing jobs, tracking leads, and nurturing client relationships. In this post, I will delve into the advantages of utilizing for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for beginners hey guys welcome back in this video I will be showing you how to use Streak Crm Training Videos for your consumer relations collaboration communication and much more so let’s enter into it first off you need to go to streak.com and you will arrive on this website right here now is a kind of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is truly fantastic and I’ll reveal you how to do that as a complete beginner it will assist you tailor a perfect procedure for your group and you will be able to get your work done now let’s really enter into the procedure now is available as an extension and it’s totally complimentary so when you get to the website 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 on add to Chrome click ADD extension and your extension will be added alright it’s done and now it is contributing 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 make certain to sign.
into the very same Gmail that you have actually included the uh you understand streak to now it will ask you for your access and we’re gon na simply scroll down and click enable after including this is what your Gmail will look like now you can see here in our easy you understand folders we are getting just recently viewed all tracked e-mails and upgraded reply and then we have this new option 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 produce a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go develop a new pipeline let’s actually do that you will click new pipeline here and we have various choices to start with we have the stages so this is where you will pick these phases for your pipeline and you can in fact we have actually a lead called pitched demonstration working out close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last e-mail last email from lead Source priority industry offer size company size close rate email thread count days and state and keeps in mind so if you want to add another phase you will click on this Plus at the top and you will give your phase a name let’s say that you actually wanted to develop another um you know phase here for instance let’s say I didn’t have no strings so I can develop right here.
and you can give it your color so we can actually choose various colors for each of the stages but I think all of these are really currently produced so this is in fact pretty outstanding what I will do is I will actually eliminate this one and if you seem like there is um I think pitched and demonstration are kind of like the very same thing we simply opt for the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s get rid of the demo here and then we have working out with negotiating I can choose 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 on this plus here and we have totally free form a date check box drop down General e-mail email tracking task 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 opt for this one here this is the field that was actually missing out on and I’ll actually reorganize and put the notes here alright e-mail thread count close date alright business’s size offer size and Company size all right let’s get rid of the company size and I’m gon na really find something else within the basic where we have created by date produced followers and more so I in fact wish to opt for the developed.
by or possibly the followers since I wish to keep track of my employee 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 great deal of alternatives offered within streak is in fact one of the simplest and among the most uh you understand versatile out there it’s very easy to use with templates we have tasks too within my project once again if I didn’t want to choose these sales if I made with tasks then I can go with the project phases right here and again the fields the process is going to be similar you will select these phases from here on this plus button here and you can also provide it different different colors we likewise have service Dev here you can see then we have employing so if you do working with then this is going to be your stages task search investor fundraising others real estate assistance and custom So within our support you can see we have inbound designated dealing with solved and sound this is really pretty good and we also have custom-made where I can in fact start something from the scratch completely according to my service for me we simply have the sales so I’m gon na opt for the sales here and click on create personal or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click create now it will just take a 2nd for a street to develop 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 really click this fall and we have handle stage or rename so as I continue as I add different leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click the top here add a box so click on ADD box here and I’m going to add a box in the lead area here and let’s just call it new and click go into so now you can see we have actually one lead developed let’s say 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 brand-new two 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 2 leads then let’s state there was a called also there’s one working out so I’ll just merely click on brand-new now once you produce a lead we can actually click here and it will now open up the various fields that we included so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we developed remember and after that we have welcome teammates so from here I can invite the team members we have include 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.
attachments so this is how you develop a lead within your once you’re made with this you can really click get in 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 two leads one gotten in touch with and something like this and this is where you will be getting your list we can pick various leads from here the stages and we can perform bulk actions such as erasing and sharing also uh another thing with srix on top you will have the ability to see we have private option we have these three dots where we can find these stages Combinations and automation this is among the important ones click on this link and you’ll be able to really incorporate um other apps within yourr transfer information for notices for automations custom-made builds and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and develop our CSV files similarly now I can change to my various folders that we have here and I can create a brand-new pipeline we can change to our simple Gmail really quickly from here and it will also reveal me the emails that I will be receiving for my pipelines that I have actually created we will even have our merge e-mails now with our so this is the combine e-mail and with merge email what takes place is I can in fact create a follow-up emails and different storage emails here and we have active instructs so utilizing is actually simple you can get going for free by simply including the combination and now you understand how to utilize as a total novice don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me offer some context about my profession and how it connects to. As an independent journalist, I have actually dealt with numerous customers, managed multiple projects simultaneously, and maintained a substantial network of contacts. Juggling these responsibilities can be frustrating, and I recognized the requirement for a central system to simplify my operations.
In my mission for a service, I checked out numerous platforms however discovered them to be either too intricate or too pricey for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly integrates with Gmail, making it perfect for self-employed reporters who greatly rely on email interaction. Here are some crucial advantages of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Organization:.
enables you to track and organize your emails easily, giving you a clear summary of your communications with clients, leads, and collaborators.
You can create personalized pipelines straight within your inbox, making it easy to handle and keep an eye on the development of your jobs and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to visualize and handle your sales process from list building to job conclusion.
You can categorize contacts, create custom stages, set pointers, and track interactions, ensuring that no opportunity slips through the cracks.
Smooth Cooperation and Teamwork:.
assists in collaboration by permitting you to share pipelines and communicate with employee within the platform.
You can assign tasks, share crucial e-mails, and collaborate in real-time, improving efficiency and guaranteeing everyone stays on the very same page.
‘s versatile workflow system allows you to customize your pipelines and automate repeated tasks.
You can create templates for common e-mail reactions, schedule follow-ups, and set up reminders, conserving you valuable time and effort.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, provides advantages in terms of coding and software advancement. Here’s how:.
offers a robust API and extensive designer documents, making it easy to integrate with other tools and develop custom-made solutions.
This versatility permits independent journalists with coding abilities to extend the performance of and customize it to their specific needs.
Job Management for Software Application Development:.
‘s pipeline feature can be adapted to manage software development tasks, from ideation to implementation.
You can develop customized phases for various advancement phases, designate jobs to staff member, and track progress effectively.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
User-friendly interface and user friendly features, decreasing the finding out curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collective functions that boost team effort and communication.
Developer-friendly API for integration and customization.
Cost-effective solution for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation functions.
Dependence on Gmail for full functionality, limiting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more budget friendly service, especially for freelancers and small businesses.
HubSpot has a totally free version, but advanced functions need a higher-tier paid membership.
Functions and Complexity:.
offers a more detailed suite of features, consisting of advanced marketing automation and analytics.
concentrates on simplicity and ease of use, offering a structured experience.
Both and incorporate with different third-party tools.
‘s seamless combination with Gmail is advantageous for users greatly reliant on e-mail interaction.
As a freelance journalist, managing your hiring process and customer relationships is paramount to your success. offers a economical and instinctive option that effortlessly integrates with Gmail, enabling you to enhance your operations and focus on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re an editor, author, or content developer, 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 ventures.