As an experienced freelance journalist, I understand the obstacles of managing projects, tracking leads, and supporting client relationships. In this article, I will delve into the benefits of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey men welcome back in this video I will be showing you how to use Streak Crm Ventajas Y Desventajas for your consumer relations cooperation communication and a lot more so let’s get into it to start with you need to go to streak.com and you will arrive at this website right here now is a sort 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 really remarkable and I’ll reveal you how to do that as a total beginner it will help you personalize a best procedure for your team and you will be able to get your work done now let’s in fact enter the procedure now is offered as an extension and it’s entirely complimentary so as soon as you get to the site you’ll get this alternative here which is contribute 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 contribute to Chrome click on ADD extension and your extension will be included okay 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 just check in make sure to sign.
into the exact same Gmail that you have included the uh you know streak to now it will ask you for your access and we’re gon na merely scroll down and click permit after including this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting recently seen all tracked emails and updated reply and then we have this new option 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 is like our brand-new control panel for here I’ll have the ability to produce a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go produce a brand-new pipeline let’s really do that you will click new pipeline here and we have various alternatives first off 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 contacted pitched demonstration negotiating close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last email last email from lead Source concern market offer size company size close rate email thread count days and state and keeps in mind so if you wish to add another phase you will click on this Plus on top and you will offer your stage a name let’s state that you in fact wanted to produce another um you know phase here for example let’s state I didn’t have no strings so I can create right here.
and you can provide it your color so we can really choose different colors for each of the stages but I think all of these are actually already produced so this is really pretty impressive what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demo are kind of like the very same thing we simply choose 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 demonstration here and after that 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 different fields that you desire so you will click on this plus here and we have totally free type a date check box drop down General email email tracking job 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 choose this one here this is the field that was really missing out on and I’ll really reorganize and put the notes here okay email thread count close date fine company’s size deal size and Company size all right let’s eliminate the business size and I’m gon na in fact discover something else within the basic where we have actually produced by date produced followers and more so I in fact want to opt for the produced.
by or possibly the fans because I wish to track my employee that are actually 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 options offered within streak is really among the easiest and one of the most uh you understand versatile out there it’s really easy to use with design templates we have tasks too within my task once again if I didn’t wish to choose these sales if I did with projects then I can go with the project phases right here and once again the fields the procedure is going to be similar you will pick these stages from here on this plus button here and you can likewise provide it various various colors we also have company Dev here you can see then we have working with so if you do hiring then this is going to be your stages task search financier fundraising others real estate assistance and custom So within our support you can see we have actually inbound appointed dealing with solved and sound this is really pretty good and we also have custom-made where I can actually start something from the scratch completely according to my business for me we just have the sales so I’m gon na go with the sales here and click on produce private 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 simply take a second for a street to develop a pipeline for me so you can see this really looks respectable now I will have the ability to add my Lead Series so you can actually click this fall and we have handle stage or relabel so as I proceed as I add various leads here what I I will do is I’ll just merely click and I’ll be able to add it click the top here include a box so click ADD box here and I’m going to add a box in the lead section here and let’s simply call it new and click on enter so now you can see we have 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 brand-new I’m going to add another lead let’s call it brand-new 2 we can actually open this up in a new tab from here too however I’m just for now I’m just gon na work in this manner now you can see we have 2 leads then let’s say there was a called as well there’s one negotiating so I’ll just simply click brand-new now when 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 brand-new Elite that I developed and we have all of these different columns we have the fields that we produced remember and then we have invite colleagues so from here I can invite the employee we have include columns we have emails files and comments you can switch to the e-mails and it will show you the e-mails that you got in files we can even submit files and then 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 create a lead within your when you’re finished with this you can really click on enter 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 two leads one contacted and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can perform bulk actions such as erasing and sharing as well 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 find these phases Combinations and automation this is one of the important ones click here and you’ll be able to in fact integrate um other apps within yourr transfer data for notifications for automations custom-made constructs and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and produce our CSV files likewise now I can switch to my various folders that we have here and I can produce a brand-new pipeline we can change to our simple Gmail very easily from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have produced we will even have our combine emails now with our so this is the combine e-mail and with merge email what happens is I can really develop a follow-up e-mails and various storage e-mails here and we have active instructs so utilizing is truly easy you can get going for free by just adding the combination and now you understand how to use as a complete novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me provide some context about my profession and how it associates with. As a freelance reporter, I have actually worked with many customers, handled multiple jobs at the same time, and preserved a substantial 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 various platforms but discovered them to be either too pricey or too intricate for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly incorporates with Gmail, making it ideal for freelance journalists who heavily depend on e-mail communication. Here are some essential advantages of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Organization:.
allows you to track and organize your e-mails effortlessly, giving you a clear overview of your interactions with customers, leads, and partners.
You can produce personalized pipelines directly within your inbox, making it simple to manage and keep track of the development of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to visualize and handle your sales procedure from list building to job completion.
You can categorize contacts, develop custom-made stages, set reminders, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Collaboration and Teamwork:.
assists in cooperation by allowing you to share pipelines and interact with employee within the platform.
You can assign jobs, share crucial emails, and team up in real-time, boosting performance and making sure everybody stays on the very same page.
‘s versatile workflow system allows you to customize your pipelines and automate repetitive jobs.
You can develop templates for common email actions, schedule follow-ups, and set up pointers, saving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in independent journalism, uses advantages in regards to coding and software application advancement. Here’s how:.
supplies a robust API and substantial developer documents, making it simple to integrate with other tools and construct customized services.
This versatility permits freelance journalists with coding skills to extend the performance of and customize it to their particular needs.
Project Management for Software Application Development:.
‘s pipeline feature can be adjusted to manage software development jobs, from ideation to release.
You can create custom-made phases for different development stages, appoint tasks to employee, and track development effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
Instinctive user interface and user friendly features, lessening the discovering curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collaborative features that boost teamwork and communication.
Developer-friendly API for combination and customization.
Cost-effective option for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for full performance, restricting compatibility with other email providers.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
offers a more budget friendly option, specifically for freelancers and small businesses.
HubSpot has a totally free variation, but advanced features need a higher-tier paid membership.
Functions and Intricacy:.
supplies a more detailed suite of features, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Both and integrate with numerous third-party tools.
‘s seamless integration with Gmail is useful for users greatly reliant on email interaction.
As a freelance reporter, managing your hiring process and client relationships is vital to your success. deals a inexpensive and user-friendly option that effortlessly integrates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it might not have the sophisticated functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a material, writer, or editor creator, can empower you to take control of your freelance journalism career by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.