As an experienced freelance journalist, I comprehend the obstacles of handling jobs, tracking leads, and supporting customer relationships. In this article, I will dive into the advantages of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey guys invite back in this video I will be showing you how to utilize Streak Crm Vs Oracle Sales Cloud for your consumer relations partnership interaction and far more so let’s enter it first off you need to go to streak.com and you will arrive at this website right here now is a kind of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is actually amazing and I’ll reveal you how to do that as a complete beginner it will help you tailor a perfect process for your group and you will have the ability to get your work done now let’s actually enter into the procedure now is offered as an extension and it’s totally free so as soon as 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 added okay it’s done and now it is adding 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 sign in make sure to sign.
into the exact 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 merely scroll down and click on 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 just recently seen all tracked emails and updated reply and after that we have this brand-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 combines so you can see this is like our brand-new dashboard for here I’ll be able to develop a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go create a new pipeline let’s really do that you will click new pipeline here and we have various alternatives to start with we have the stages so this is where you will select these stages for your pipeline and you can actually we have a lead called pitched demo negotiating close phone closed uh you know then we have supporting all right then we have Fields so in fields we have a date of last email last email from lead Source top priority industry offer size company size close rate e-mail thread count days and state and keeps in mind so if you wish to include another stage you will click this Plus at the top and you will give your phase a name let’s state that you actually wanted to produce another um you understand stage here for example let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can in fact select various colors for each of the stages but I believe all of these are really already produced so this is actually quite remarkable what I will do is I will in fact get rid of this one and if you feel like there is um I think pitched and demonstration are sort of like the exact same thing we simply go with the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s eliminate the demo here and after that we have working out with negotiating I can choose 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 various fields that you want so you will click on this plus here and we have complimentary kind a date check box fall 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 go with this one here this is the field that was really missing and I’ll really reorganize and put the notes here fine email thread count close date alright company’s size deal size and Business size okay let’s eliminate the company size and I’m gon na really discover something else within the general where we have produced by date produced followers and more so I actually wish to opt for the developed.
by or possibly the followers because I want to monitor my team members that are really following this so I will you understand 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 offered within streak is really one of the simplest and among the most uh you understand versatile out there it’s very easy to use with design templates we have jobs too within my job again if I didn’t wish to opt for these sales if I finished with tasks then I can go with the job phases right here and again the fields the procedure is going to be similar you will select these phases from here on this plus button here and you can likewise offer it different various colors we also 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 job search financier fundraising others real estate assistance and custom-made So within our support you can see we have inbound assigned working on fixed and sound this is really respectable and we likewise have custom-made where I can really start something from the scratch absolutely according to my organization for me we merely have the sales so I’m gon na opt for the sales here and click produce private or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click develop now it will simply take a second for a street to create a pipeline for me so you can see this in fact looks pretty good now I will be able to add my Lead Series so you can really click this fall and we have manage stage or rename so as I proceed as I include different leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click on the top here include a box so click on ADD box here and I’m going to include a box in the lead area here and let’s just call it brand-new and click on go into so now you can see we have one lead created 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 two we can really open this up in a brand-new tab from here too but I’m just for now I’m just gon na work by doing this now you can see we have two leads then let’s say there was a called also there’s one negotiating so I’ll just merely click on brand-new now as soon as you create a lead we can in fact click here and it will now open 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 created remember and then we have welcome teammates so from here I can invite the employee we have add columns we have e-mails files and comments you can switch to the e-mails and it will reveal you the emails that you got in files we can even upload 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 produce a lead within your when you’re finished with this you can actually click go into and it will be closed now it will reveal you something like this we have all of our information collected 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 select different 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 be able to see we have private option we have these three dots where we can discover these stages Integrations and automation this is among the important ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer information for alerts for automations customized builds and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they really quickly and create our CSV files similarly now I can change to my different folders that we have here and I can create a new pipeline we can change to our easy Gmail really easily from here and it will also reveal me the emails that I will be getting for my pipelines that I have created we will even have our combine emails now with our so this is the merge e-mail and with merge e-mail what happens is I can in fact create a follow-up emails and different storage emails here and we have active advises so using is truly easy you can begin for free by just adding the combination and now you understand how to utilize as a total beginner don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me offer some context about my career and how it relates to. As a self-employed journalist, I have actually worked with various clients, managed numerous tasks at the same time, and preserved a substantial network of contacts. Balancing these duties can be frustrating, and I acknowledged the requirement for a central system to enhance my operations.
In my quest for a solution, I checked out numerous platforms however discovered them to be either too expensive or too complicated 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 effortlessly integrates with Gmail, making it ideal for freelance reporters who heavily count on e-mail interaction. Here are some crucial benefits of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Company:.
allows you to track and organize your emails effortlessly, providing you a clear overview of your interactions with clients, leads, and partners.
You can create customizable pipelines directly within your inbox, making it easy to keep an eye on the development and manage of your jobs and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to envision and manage your sales procedure from lead generation to job conclusion.
You can categorize contacts, create custom-made stages, set tips, and track interactions, making sure that no opportunity slips through the cracks.
Seamless Partnership and Teamwork:.
facilitates collaboration by allowing you to share pipelines and communicate with team members within the platform.
You can designate tasks, share crucial e-mails, and work together in real-time, boosting productivity and ensuring everybody remains on the very same page.
‘s flexible workflow system allows you to customize your pipelines and automate repetitive jobs.
You can develop design templates for common email actions, schedule follow-ups, and established reminders, conserving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, uses benefits in regards to coding and software application advancement. Here’s how:.
supplies a robust API and substantial developer documents, making it simple to incorporate with other tools and develop custom solutions.
This versatility allows freelance reporters with coding skills to extend the performance of and tailor it to their particular requirements.
Task Management for Software Advancement:.
‘s pipeline function can be adapted to manage software application development projects, from ideation to implementation.
You can develop customized stages for various advancement stages, assign jobs to employee, and track progress efficiently.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and easy-to-use features, lessening the learning curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collaborative features that boost teamwork and interaction.
Developer-friendly API for integration and customization.
Cost-efficient solution for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation functions.
Dependence on Gmail for full functionality, limiting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more inexpensive service, especially for freelancers and small companies.
HubSpot has a free variation, however advanced features need a higher-tier paid membership.
Functions and Intricacy:.
provides a more thorough suite of features, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, using a structured experience.
Both and integrate with different third-party tools.
‘s smooth combination with Gmail is helpful for users greatly reliant on email communication.
As an independent reporter, handling your hiring process and client relationships is paramount to your success. deals a budget-friendly and instinctive option that seamlessly integrates with Gmail, allowing you to streamline your operations and focus on your craft. While it may not have the advanced functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re an editor, content, or writer creator, can empower you to take control of your freelance journalism profession by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.