As a seasoned freelance journalist, I understand the challenges of managing projects, tracking leads, and nurturing client relationships. In this article, I will delve into the advantages of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for beginners hey men invite back in this video I will be showing you how to use Streak Sales Crm Site Youtube.Com for your client relations cooperation communication and a lot more so let’s enter it first of all 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 Hub and we can actually turn our Gmail into a platform which is truly remarkable and I’ll reveal you how to do that as a complete novice it will assist you tailor a best procedure for your group and you will have the ability to get your work done now let’s really get into the procedure now is readily available as an extension and it’s completely complimentary so when 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 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 simply check in make sure to sign.
into the very same Gmail that you have added the uh you know 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 basic you understand folders we are getting just recently viewed all tracked e-mails and upgraded reply and after that we have this brand-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 resembles our brand-new dashboard for here I’ll have the ability to create a brand-new pipeline we have our sales orders sales once 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 first off we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have actually a lead contacted pitched demo negotiating close phone closed uh you understand then we have nurturing alright then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority market deal size business size close rate e-mail thread count days and state and keeps in mind so if you wish to include another phase you will click this Plus on top and you will provide your phase a name let’s state that you in fact wished to produce another um you know stage here for example let’s say I didn’t have no strings so I can develop right here.
and you can offer it your color so we can actually choose various colors for each of the stages however I believe all of these are actually already produced so this is really quite remarkable what I will do is I will in fact get rid of this one and if you seem like there is um I think pitched and demo are sort of like the very same thing we just choose 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 demo here and then we have working out 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 want so you will click this plus here and we have complimentary type a date check box fall General e-mail e-mail tracking job calls and conferences so I don’t see anything for the course and conferences 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 and I’ll really reorganize and put the notes here fine email thread count close date all right business’s size offer size and Company size okay let’s get rid of the company size and I’m gon na in fact discover something else within the general where we have actually developed by date developed followers and more so I really want to opt for the created.
by or maybe the fans since I want to monitor my employee that are in fact following this so I will you understand put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a lot of choices offered within streak is really one of the most convenient and among the most uh you understand versatile out there it’s extremely easy to use with templates we have projects too within my project again if I didn’t wish to opt for these sales if I did 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 pick these stages from here on this plus button here and you can also give it different various colors we likewise have organization 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 property assistance and custom-made So within our assistance you can see we have actually incoming designated dealing with fixed and noise this is really respectable and we also have customized where I can in fact start something from the scratch absolutely according to my organization for me we just have the sales so I’m gon na opt for the sales here and click create private or.
shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click develop now it will just take a second for a street to produce a pipeline for me so you can see this really looks pretty good now I will be able to add my Lead Series so you can actually click on this fall and we have handle phase or rename so as I continue as I include different 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 add a box so click ADD box here and I’m going to include 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 produced let’s state 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 new two we can in fact open this up in a 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 2 leads then let’s say there was a gotten in touch with also there’s one negotiating so I’ll just merely click new now when you create a lead we can actually click here and it will now open the various fields that we added so this is a brand-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 teammates so from here I can invite the staff member we have include columns we have e-mails files and remarks you can switch to the emails and it will show you the e-mails that you got in files we can even submit files and after that we have the remarks 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 create 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 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 various leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh one more thing with srix at the top you will be able to see we have private alternative we have these 3 dots where we can discover these phases Integrations and automation this is among the essential ones click on this link and you’ll be able to in fact integrate um other apps within yourr transfer data for notices for automations custom-made builds and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they very quickly and produce our CSV files similarly now I can switch to my various folders that we have here and I can create a new pipeline we can change to our simple Gmail extremely quickly from here and it will also show me the e-mails that I will be getting for my pipelines that I have actually created we will even have our merge e-mails now with our so this is the merge email and with combine e-mail what happens is I can in fact develop a follow-up emails and different storage e-mails here and we have active instructs so utilizing is actually easy you can get started totally free by just including the integration and now you know how to utilize as a complete newbie don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me supply some context about my profession and how it connects to. As a freelance journalist, I have actually worked with numerous customers, handled several projects simultaneously, and preserved an extensive network of contacts. Balancing these duties can be frustrating, and I acknowledged the need for a centralized system to improve my operations.
In my quest for a service, I checked out various platforms but found them to be either too costly or too intricate for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly incorporates with Gmail, making it ideal for independent reporters who greatly rely on e-mail interaction. Here are some crucial benefits of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Company:.
allows you to track and arrange your e-mails easily, giving you a clear summary of your communications with customers, leads, and partners.
You can produce customizable pipelines straight within your inbox, making it simple to handle and monitor the progress of your assignments and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to visualize and manage your sales process from list building to job conclusion.
You can classify contacts, produce custom-made stages, set reminders, and track interactions, making sure that no chance slips through the fractures.
Seamless Collaboration and Team Effort:.
helps with partnership by allowing you to share pipelines and interact with staff member within the platform.
You can assign tasks, share important emails, and work together in real-time, enhancing efficiency and guaranteeing everybody stays on the very same page.
‘s flexible workflow system enables you to tailor your pipelines and automate repeated jobs.
You can produce design templates for typical email responses, schedule follow-ups, and set up reminders, conserving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, offers advantages in regards to coding and software development. Here’s how:.
supplies a robust API and substantial designer documents, making it easy to integrate with other tools and develop custom-made options.
This flexibility permits freelance journalists with coding abilities to extend the functionality of and tailor it to their particular needs.
Project Management for Software Application Development:.
‘s pipeline feature can be adapted to handle software application development projects, from ideation to implementation.
You can create custom-made phases for various advancement stages, designate tasks to team members, and track development effectively.
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 private requirements.
Collective functions that enhance teamwork and interaction.
Developer-friendly API for integration and customization.
Economical service for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for full performance, restricting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more inexpensive option, specifically for freelancers and small businesses.
HubSpot has a complimentary version, but advanced functions need a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more comprehensive suite of features, consisting of advanced marketing automation and analytics.
focuses on simpleness and ease of use, offering a streamlined experience.
Both and incorporate with various third-party tools.
‘s smooth combination with Gmail is beneficial for users greatly reliant on email interaction.
As a self-employed reporter, managing your hiring procedure and client relationships is paramount to your success. offers a cost effective and instinctive option that effortlessly integrates with Gmail, allowing you to streamline your operations and focus on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a material, writer, or editor creator, can empower you to take control of your freelance journalism career by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.