As a seasoned freelance journalist, I comprehend the obstacles of managing projects, tracking leads, and nurturing client relationships. In this post, I will dive into the benefits of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for newbies hey guys welcome back in this video I will be showing you how to utilize Audit Crm Streak for your consumer relations collaboration interaction and a lot more so let’s get into it first off you require to go to streak.com and you will land on this website right here now is a type of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is actually remarkable and I’ll reveal you how to do that as a total newbie 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 actually get into the procedure now is readily available as an extension and it’s totally totally free so as soon as you get to the site you’ll get this option here which is add 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 contribute to Chrome click on ADD extension and your extension will be included all right it’s done and now it is adding to Gmail and it will take me straight 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 merely sign in make certain to sign.
into the same Gmail that you have included the uh you understand streak to now it will ask you for your access and we’re gon na merely scroll down and click permit after including this is what your Gmail will look like now you can see here in our basic you understand folders we are getting recently viewed all tracked emails and updated reply and then we have this new choice which is the pipeline so if I click on 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 again we have our Sports and hiring so this is where we’ll go produce a brand-new pipeline let’s actually do that you will click on brand-new pipeline here and we have different choices first off we have the stages so this is where you will pick these stages for your pipeline and you can really we have a lead called pitched demonstration working out close phone closed uh you understand then we have supporting okay then we have Fields so in fields we have a date of last email last email from lead Source priority industry deal size company size close rate e-mail thread count days and state and notes so if you want to include another phase you will click on this Plus at the top and you will offer your stage a name let’s state that you actually wished to develop another um you know phase here for example let’s say I didn’t have no strings so I can produce right here.
and you can provide it your color so we can really choose different colors for each of the stages however I think all of these are in fact already created so this is in fact pretty remarkable what I will do is I will actually eliminate this one and if you seem like there is um I believe pitched and demonstration are kind of like the very same thing we just opt for the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s eliminate the demonstration 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 phases then I will scroll down to the fields here with each pipeline what are the different fields that you desire so you will click on this plus here and we have free type 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 choose this one here this is the field that was in fact missing and I’ll really rearrange and put the notes here alright email thread count close date all right business’s size deal size and Business size alright let’s get rid of the company size and I’m gon na actually discover something else within the basic where we have developed by date developed followers and more so I really wish to opt for the created.
by or perhaps the fans since I want to track my staff member that are really 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 offered within streak is actually among the easiest and one of the most uh you know versatile out there it’s very easy to use with design templates we have tasks too within my job once again if I didn’t wish to go for these sales if I made with projects then I can choose the task phases right here and again the fields the process is going to be comparable you will select these phases from here on this plus button here and you can likewise provide it various various colors we likewise have company Dev here you can see then we have hiring so if you do hiring then this is going to be your phases job search investor fundraising others realty support and custom-made So within our support you can see we have actually inbound assigned dealing with resolved and sound this is really pretty good and we also have custom-made where I can in fact start something from the scratch completely according to my service for me we just have the sales so I’m gon na choose the sales here and click on create personal 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 on develop now it will simply take a 2nd for a street to develop a pipeline for me so you can see this actually looks pretty good now I will have the ability to add my Lead Series so you can in fact 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 have the ability to add it click the top here add a box so click on ADD box here and I’m going to add a box in the lead section here and let’s simply call it brand-new and click on go into so now you can see we have actually one lead produced let’s state that there is in fact 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 2 we can in fact open this up in a new tab from here too however I’m just for now I’m simply gon na work this way now you can see we have 2 leads then let’s state there was a called too there’s one working out so I’ll just merely click new now as soon as you produce a lead we can actually click on this link and it will now open the various fields that we included 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 after that we have invite teammates so from here I can welcome the employee we have include columns we have emails files and remarks 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 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 develop a lead within your once you’re done with this you can really 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 2 leads one called 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 perform bulk actions such as deleting and sharing too uh another thing with srix at the top you will have the ability to see we have personal alternative we have these three dots where we can find these phases Integrations and automation this is among the essential ones click here and you’ll have the ability to in fact integrate um other apps within yourr transfer information for notices for automations custom constructs and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily 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 switch to our basic Gmail really easily from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have actually developed we will even have our merge emails now with our so this is the merge e-mail and with merge e-mail what takes place is I can in fact develop a follow-up e-mails and different storage emails here and we have active advises so utilizing is actually simple you can start totally free by simply adding the integration and now you understand how to use as a total beginner do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me provide some context about my profession and how it connects to. As a freelance journalist, I’ve worked with numerous customers, handled numerous projects simultaneously, and maintained a substantial network of contacts. Balancing these obligations can be overwhelming, and I recognized the need for a central system to simplify my operations.
In my quest for a solution, I explored various platforms however discovered them to be either too costly or too complex for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly integrates with Gmail, making it perfect for self-employed journalists who greatly depend on email communication. Here are some key advantages of using for your freelance journalism working with process:.
Intuitive Email Tracking and Company:.
permits you to track and arrange your e-mails easily, offering you a clear overview of your communications with clients, leads, and partners.
You can create adjustable pipelines straight within your inbox, making it simple to monitor the development and handle of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales procedure from lead generation to project conclusion.
You can categorize contacts, develop custom-made stages, set tips, and track interactions, guaranteeing that no chance slips through the fractures.
Seamless Cooperation and Team Effort:.
facilitates cooperation by permitting you to share pipelines and interact with team members within the platform.
You can assign jobs, share crucial emails, and collaborate in real-time, enhancing efficiency and guaranteeing everybody remains on the very same page.
‘s flexible workflow system enables you to customize your pipelines and automate recurring tasks.
You can develop design templates for common e-mail actions, schedule follow-ups, and established suggestions, saving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, uses benefits in regards to coding and software application development. Here’s how:.
offers a robust API and extensive designer paperwork, making it simple to incorporate with other tools and construct custom-made solutions.
This flexibility permits independent journalists with coding abilities to extend the performance of and tailor it to their specific requirements.
Project Management for Software Development:.
‘s pipeline feature can be adapted to manage software application development projects, from ideation to implementation.
You can develop customized phases for various advancement stages, appoint jobs to employee, and track progress effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and user friendly features, reducing the learning curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collective features that improve teamwork and communication.
Developer-friendly API for combination and personalization.
Cost-efficient option for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation functions.
Reliance on Gmail for full functionality, limiting compatibility with other email providers.
Contrast with HubSpot CRM:.
While deals substantial advantages for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more budget friendly service, particularly for freelancers and small businesses.
HubSpot has a totally free variation, however advanced functions require a higher-tier paid membership.
Features and Intricacy:.
offers a more detailed suite of features, consisting of sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, offering a structured experience.
Both and incorporate with different third-party tools.
‘s seamless integration with Gmail is beneficial for users heavily reliant on e-mail interaction.
As a self-employed reporter, managing your hiring procedure and client relationships is paramount to your success. deals a cost effective and user-friendly service that seamlessly incorporates with Gmail, enabling you to simplify your operations and focus on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a content, writer, or editor developer, 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.