As a seasoned freelance journalist, I understand the difficulties of managing jobs, tracking leads, and supporting client relationships. In this post, I will dig into the advantages of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for beginners hey people invite back in this video I will be showing you how to utilize Streak Crm Vs Constant Contact for your client relations partnership interaction and a lot more so let’s enter it first of all you need to go to streak.com and you will arrive on this site right here now is a type of CRM that we can add 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 really remarkable and I’ll reveal you how to do that as a total newbie it will help you customize a best process for your team and you will have the ability to get your work done now let’s actually enter into the process now is available as an extension and it’s entirely complimentary so once you get to the website you’ll get this option here which is contribute 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 on ADD extension and your extension will be added all right 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 sure to sign.
into the exact 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 just scroll down and click on allow 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 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 resembles our brand-new dashboard for here I’ll be able to create a brand-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 really do that you will click on brand-new pipeline here and we have different choices to start with we have the stages so this is where you will pick these stages for your pipeline and you can really we have a lead gotten in touch with pitched demo negotiating close phone closed uh you know 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 offer size company size close rate email thread count days and state and keeps in mind so if you wish to include another stage you will click this Plus on top and you will provide your phase a name let’s state that you actually wanted to create another um you understand phase here for example 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 in fact select various colors for each of the stages however I think all of these are really currently developed so this is actually pretty excellent what I will do is I will really get rid of this one and if you feel like there is um I think pitched and demo are kind of like the same thing we just opt for 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 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 different fields that you desire so you will click this plus here and we have totally free type a date check box drop down General email email tracking job calls and conferences 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 go with this one here this is the field that was actually missing out on and I’ll in fact rearrange and put the notes here alright e-mail thread count close date alright business’s size offer size and Business size fine let’s eliminate the company size and I’m gon na really find something else within the basic where we have developed by date produced followers and more so I in fact wish to go for the created.
by or possibly the followers because I want to keep an eye on 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 actually one of the simplest and one of the most uh you understand flexible out there it’s extremely easy to use with design templates we have jobs too within my task once again if I didn’t want to go for these sales if I made with projects then I can go with the project phases right here and again the fields the procedure is going to be similar you will choose these stages from here on this plus button here and you can also give it different different colors we likewise have company Dev here you can see then we have hiring so if you do working with then this is going to be your phases task search financier fundraising others real estate support and custom-made So within our assistance you can see we have actually inbound assigned dealing with solved and noise this is actually pretty good and we also have custom-made where I can really start something from the scratch absolutely according to my service for me we just have the sales so I’m gon na choose the sales here and click produce personal or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click create now it will just take a 2nd for a street to create a pipeline for me so you can see this actually looks respectable now I will have the ability to add my Lead Series so you can really click this fall and we have manage phase or rename so as I continue as I include various leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click on 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 enter so now you can see we have one lead produced 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 add another lead let’s call it brand-new two 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 in this manner 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 brand-new now when you produce a lead we can really click here and it will now open up the different fields that we added so this is a new Elite that I developed and we have all of these different columns we have the fields that we developed keep in mind and then we have invite colleagues so from here I can welcome the employee 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 publish files and then we have the remarks at the top here 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 finished with this you can really click go into 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 contacted and something like this and this is where you will be getting your list we can select various leads from here the stages and we can carry out bulk actions such as deleting 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 discover these stages Combinations and automation this is one of the essential ones click on this link and you’ll have the ability to in fact integrate um other apps within yourr transfer data for alerts for automations custom builds and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they extremely quickly and produce our CSV files similarly now I can change to my different folders that we have here and I can create a brand-new pipeline we can switch to our easy Gmail extremely quickly from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have created we will even have our merge e-mails now with our so this is the merge e-mail and with merge e-mail what takes place is I can really produce a follow-up e-mails and different storage e-mails here and we have active advises so using is truly easy you can start totally free by just including the combination and now you know how to use as a complete newbie don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me supply some context about my career and how it associates with. As a self-employed reporter, I’ve dealt with numerous customers, handled several tasks at the same time, and kept a comprehensive network of contacts. Juggling these obligations can be frustrating, and I acknowledged the requirement for a central system to simplify my operations.
In my mission for a solution, I explored various platforms however found them to be either too expensive or too intricate for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly incorporates with Gmail, making it ideal for freelance journalists who greatly rely on e-mail communication. Here are some key benefits of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Organization:.
allows you to track and arrange your emails easily, offering you a clear overview of your communications with customers, leads, and partners.
You can develop customizable pipelines straight within your inbox, making it easy to keep track of the progress and handle of your jobs and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and handle your sales process from list building to task completion.
You can categorize contacts, produce custom stages, set tips, and track interactions, ensuring that no chance slips through the cracks.
Seamless Collaboration and Team Effort:.
facilitates cooperation by enabling you to share pipelines and communicate with employee within the platform.
You can assign tasks, share important emails, and work together in real-time, enhancing performance and guaranteeing everyone remains on the same page.
‘s versatile workflow system enables you to customize your pipelines and automate repeated tasks.
You can develop templates for common e-mail reactions, schedule follow-ups, and established suggestions, conserving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, provides advantages in terms of coding and software application advancement. Here’s how:.
supplies a robust API and extensive designer documentation, making it simple to integrate with other tools and build customized services.
This flexibility allows freelance reporters with coding skills to extend the functionality of and customize it to their particular requirements.
Job Management for Software Application Advancement:.
‘s pipeline function can be adapted to handle software advancement projects, from ideation to implementation.
You can produce custom-made stages for various advancement phases, assign jobs to staff member, and track development effectively.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Instinctive interface and easy-to-use functions, lessening the learning curve.
Personalized pipelines and workflows to adjust to private requirements.
Collective functions that enhance teamwork and communication.
Developer-friendly API for combination and customization.
Economical solution for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for complete performance, restricting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While deals significant benefits for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more economical option, particularly for freelancers and small companies.
HubSpot has a totally free version, but advanced features require a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more detailed suite of features, including innovative marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Both and integrate with different third-party tools.
‘s seamless combination with Gmail is useful for users heavily reliant on e-mail communication.
As an independent reporter, handling your hiring procedure and customer relationships is critical to your success. deals a budget-friendly and intuitive service that perfectly integrates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it might not have the innovative functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re an editor, content, or author developer, can empower you to take control of your freelance journalism career by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.