As a skilled freelance reporter, I understand the obstacles of managing tasks, tracking leads, and nurturing client relationships. In this post, I will dive into the advantages of using for independent 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 invite back in this video I will be showing you how to utilize Streak Vs Salesforce Vs Sap Crm for your customer relations partnership interaction and a lot more so let’s get into it first of all you require to go to streak.com and you will land on this site right here now is a type of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is really incredible and I’ll show you how to do that as a total novice it will assist you personalize an ideal procedure for your team and you will be able to get your work done now let’s really enter the procedure now is offered as an extension and it’s entirely complimentary so when you get to the site you’ll get this option 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 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 certain to sign.
into the same Gmail that you have added the uh you know streak to now it will ask you for your gain access to and we’re gon na just scroll down and click on enable after including this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting recently seen all tracked e-mails and upgraded reply and after that we have this 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 combines so you can see this is like our new control panel for here I’ll have the ability to create a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go create a brand-new pipeline let’s in fact do that you will click on new pipeline here and we have various choices first off we have the stages so this is where you will pick these phases for your pipeline and you can really we have actually a lead called pitched demonstration working out close phone closed uh you understand then we have supporting all right then we have Fields so in fields we have a date of last email last e-mail from lead Source priority market offer size business size close rate email thread count days and state and keeps in mind so if you want to add another stage you will click on this Plus at the top and you will offer your stage a name let’s say that you actually wanted to develop another um you understand stage here for instance let’s state I didn’t have no strings so I can produce right here.
and you can offer it your color so we can actually choose different colors for each of the stages however I believe all of these are in fact currently produced so this is actually pretty outstanding what I will do is I will actually get rid of this one and if you seem like there is um I believe pitched and demonstration are sort of like the exact same thing we simply choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s eliminate the demonstration here and then 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 various fields that you desire so you will click on this plus here and we have totally free form a date check box fall 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 really missing and I’ll in fact rearrange and put the notes here all right e-mail thread count close date okay company’s size deal size and Business size fine let’s eliminate the company size and I’m gon na really find something else within the general where we have produced by date produced followers and more so I really wish to opt for the produced.
by or perhaps 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 great deal of options readily available within streak is in fact among the easiest and among the most uh you know flexible out there it’s extremely easy to use with templates we have jobs too within my job again if I didn’t want to choose these sales if I did with projects then I can go with the job stages right here and again the fields the process is going to be comparable you will pick these stages from here on this plus button here and you can likewise give it various various 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 So within our support you can see we have actually incoming assigned working on dealt with and sound this is in fact respectable and we also have custom-made where I can really 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 develop 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 actually looks respectable now I will have the ability to include my Lead Series so you can in fact click this drop down and we have handle stage or rename 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 area here and let’s simply call it brand-new and click go into so now you can see we have one lead produced let’s say that there is actually closed one so I’m going to add one here let’s just for now let’s call it new I’m going to include 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 simply gon na work by doing this now you can see we have two leads then let’s say there was a gotten in touch with also there’s one working out so I’ll just simply click on brand-new now when you create a lead we can in fact 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 created and we have all of these different columns we have the fields that we produced remember and then we have welcome teammates so from here I can invite the employee we have include columns we have e-mails files and remarks you can switch to the emails and it will reveal 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 produce a lead within your as soon as you’re made with this you can in fact click on enter and it will be closed now it will show you something like this we have all of our data collected here and at the top we’re getting our account such as 2 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 deleting and sharing too uh one more thing with srix on top you will have the ability to see we have private choice we have these three dots where we can discover these phases Combinations and automation this is among the essential ones click on this link and you’ll have the ability to actually integrate um other apps within yourr transfer data for alerts for automations custom-made develops and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they very easily and develop our CSV files likewise now I can switch to my various folders that we have here and I can develop a brand-new pipeline we can change to our basic Gmail very quickly from here and it will also show me the e-mails 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 email and with merge e-mail what takes place is I can actually develop a follow-up e-mails and various storage e-mails here and we have active instructs so using is really simple you can start totally free by simply adding the combination and now you know how to use as a complete beginner do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me offer some context about my career and how it relates to. As a freelance journalist, I’ve worked with various customers, handled numerous projects at the same time, and preserved a substantial network of contacts. Juggling these obligations can be overwhelming, and I recognized the need for a centralized system to enhance my operations.
In my quest for a solution, I checked out numerous platforms however found them to be either too pricey 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 perfectly incorporates with Gmail, making it ideal for freelance journalists who heavily count on email communication. Here are some essential advantages of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Company:.
enables you to track and organize your emails effortlessly, offering you a clear introduction of your communications with clients, leads, and partners.
You can create personalized pipelines straight within your inbox, making it easy to handle and keep an eye on the progress of your projects and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and manage your sales process from lead generation to task conclusion.
You can classify contacts, develop custom-made phases, set suggestions, and track interactions, guaranteeing that no chance slips through the fractures.
Smooth Collaboration and Team Effort:.
facilitates partnership by enabling you to share pipelines and interact with employee within the platform.
You can assign tasks, share important emails, and collaborate in real-time, enhancing performance and guaranteeing everybody stays on the exact same page.
‘s versatile workflow system enables you to customize your pipelines and automate repetitive tasks.
You can produce templates for typical e-mail responses, schedule follow-ups, and set up tips, conserving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, offers benefits in regards to coding and software advancement. Here’s how:.
offers a robust API and extensive developer documents, making it easy to integrate with other tools and build custom services.
This versatility permits independent reporters 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 application advancement tasks, from ideation to implementation.
You can create custom phases for different advancement phases, appoint tasks to employee, and track development efficiently.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
User-friendly user interface and user friendly functions, reducing the learning curve.
Personalized pipelines and workflows to adapt to private requirements.
Collaborative functions that boost team effort and interaction.
Developer-friendly API for integration and personalization.
Cost-effective solution for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation functions.
Reliance on Gmail for full functionality, restricting compatibility with other email companies.
Contrast with HubSpot CRM:.
While deals considerable advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more inexpensive option, specifically for freelancers and small businesses.
HubSpot has a free variation, but advanced functions require a higher-tier paid subscription.
Features and Intricacy:.
provides a more thorough suite of features, including innovative marketing automation and analytics.
concentrates on simpleness and ease of use, offering a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s seamless integration with Gmail is helpful for users heavily reliant on e-mail interaction.
As a freelance reporter, managing your hiring procedure and customer relationships is paramount to your success. deals a instinctive and affordable solution that perfectly incorporates with Gmail, enabling you to enhance your operations and focus on your craft. While it may not have the innovative functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re an editor, material, or author creator, can empower you to take control of your freelance journalism profession by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.