As a skilled freelance reporter, I comprehend the obstacles of managing jobs, tracking leads, and nurturing client relationships. In this short article, I will delve into the benefits of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for novices hey guys invite back in this video I will be showing you how to utilize Top Streak Crm Features You Should Be Using Today for your consumer relations cooperation interaction and far more so let’s get into it to start with you need to go to streak.com and you will arrive at this site right here now is a type of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is truly remarkable and I’ll show you how to do that as a complete newbie it will help you personalize a perfect process for your group and you will be able to get your work done now let’s in fact enter the process now is offered as an extension and it’s totally free so as soon as you get to the website you’ll get this choice 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 add to Chrome click 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 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 gain access to and we’re gon na merely scroll down and click on allow after adding 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 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 resembles our 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 working with so this is where we’ll go create a brand-new pipeline let’s really do that you will click new pipeline here and we have various options first off we have the stages so this is where you will choose these phases for your pipeline and you can really we have a lead called pitched demonstration working out close phone closed uh you know then we have nurturing all right then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority market offer size business size close rate e-mail thread count days and state and notes so if you wish to add another phase you will click this Plus at the top and you will offer your phase a name let’s say that you really wanted to develop 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 offer it your color so we can actually select different colors for each of the stages but I think all of these are in fact currently created so this is actually quite remarkable what I will do is I will in fact eliminate this one and if you feel like there is um I believe pitched and demo are kind of like the same thing we simply choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s get rid of the demonstration here and then we have negotiating with negotiating I can opt for 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 want so you will click this plus here and we have free form a date check box fall General email e-mail 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 choose this one here this is the field that was in fact missing out on and I’ll really rearrange and put the notes here fine e-mail thread count close date fine business’s size deal size and Business size alright let’s get rid of the business size and I’m gon na really find something else within the basic where we have developed by date developed followers and more so I actually wish to opt for the produced.
by or maybe the followers because I wish to keep an eye on my employee that are in fact 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 available within streak is in fact among the simplest and among the most uh you know flexible out there it’s really easy to use with design templates we have jobs too within my job once again if I didn’t want to go for these sales if I did with projects then I can go with the job stages right here and again the fields the procedure is going to be similar you will pick these phases from here on this plus button here and you can also offer 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 investor fundraising others real estate support and custom-made So within our support you can see we have actually inbound appointed dealing with dealt with and sound this is actually respectable and we likewise have custom where I can in fact start something from the scratch absolutely according to my company for me we merely have the sales so I’m gon na go with the sales here and click create 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 create now it will simply take a second for a street to develop 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 really click on this fall and we have handle stage or rename so as I continue as I add various leads here what I I will do is I’ll just merely click and I’ll have the ability to include it click 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 simply call it brand-new and click on get in so now you can see we have actually one lead developed let’s state that there is really 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 include another lead let’s call it brand-new 2 we can in fact open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work this way now you can see we have 2 leads then let’s say there was a contacted as well there’s one negotiating so I’ll just simply click on new now when you create a lead we can in fact click on this link and it will now open the various fields that we added so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we created remember and then we have invite colleagues so from here I can welcome the staff member we have add columns we have e-mails files and remarks you can change to the e-mails and it will show you the e-mails that you got in files we can even publish files and then we have the comments at the top here again we have the call log we have our conference notes and we even have our.
attachments so this is how you create a lead within your when you’re finished with this you can actually click on enter 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 perform bulk actions such as deleting and sharing as well uh another thing with srix on top you will have the ability to see we have personal option we have these 3 dots where we can discover these phases Combinations and automation this is among the important ones click here and you’ll have the ability to in fact incorporate um other apps within yourr transfer data for notifications for automations custom-made develops and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they very easily and develop our CSV files similarly now I can switch to my different folders that we have here and I can produce a new pipeline we can change to our basic Gmail extremely quickly from here and it will likewise show me the emails that I will be receiving for my pipelines that I have developed we will even have our merge emails now with our so this is the merge email and with combine e-mail what occurs is I can really create a follow-up e-mails and various storage e-mails here and we have active advises so utilizing is truly easy you can begin for free by just adding the integration and now you know how to utilize as a complete novice don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me supply some context about my career and how it connects to. As a freelance journalist, I have actually dealt with many clients, handled numerous projects simultaneously, and kept a substantial network of contacts. Juggling these responsibilities can be frustrating, and I acknowledged the need for a centralized system to improve my operations.
In my mission for an option, I explored numerous platforms but discovered them to be either too intricate or too pricey for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly integrates with Gmail, making it perfect for independent reporters who heavily rely on email communication. Here are some key benefits of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Organization:.
permits you to track and organize your e-mails effortlessly, giving you a clear summary of your interactions with clients, leads, and collaborators.
You can produce adjustable pipelines directly within your inbox, making it easy to monitor the development and manage of your tasks and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to picture and handle your sales process from list building to project conclusion.
You can classify contacts, produce custom-made stages, set suggestions, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Collaboration and Teamwork:.
helps with collaboration by enabling you to share pipelines and communicate with staff member within the platform.
You can appoint tasks, share essential e-mails, and work together in real-time, boosting efficiency and making sure everyone stays on the exact same page.
‘s flexible workflow system allows you to customize your pipelines and automate repetitive jobs.
You can develop design templates for typical e-mail responses, schedule follow-ups, and established reminders, saving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in independent journalism, uses advantages in terms of coding and software advancement. Here’s how:.
offers a robust API and extensive developer paperwork, making it easy to integrate with other tools and develop custom-made options.
This flexibility permits independent journalists with coding skills to extend the functionality of and customize it to their specific requirements.
Task Management for Software Development:.
‘s pipeline function can be adapted to manage software application development tasks, from ideation to implementation.
You can develop custom stages for various development phases, assign jobs to team members, and track development efficiently.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
Instinctive user interface and user friendly functions, decreasing the learning curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collective features that enhance team effort and communication.
Developer-friendly API for combination and customization.
Affordable solution for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for full performance, limiting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While deals considerable benefits for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
provides a more affordable service, particularly for freelancers and small businesses.
HubSpot has a complimentary version, however advanced functions require a higher-tier paid subscription.
Features and Complexity:.
provides a more comprehensive suite of features, consisting of sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, using a structured experience.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is advantageous for users heavily reliant on email communication.
As a self-employed journalist, handling your hiring procedure and customer relationships is paramount to your success. deals a budget-friendly and user-friendly service that perfectly integrates with Gmail, allowing you to improve your operations and focus on your craft. While it may not have the advanced functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a author, material, or editor creator, can empower you to take control of your freelance journalism career by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.