As a seasoned freelance journalist, I understand the difficulties of managing jobs, tracking leads, and supporting customer relationships. In this post, I will dive into the advantages of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for beginners hey people welcome back in this video I will be revealing you how to use Can A Streak Crm Contact Be A Project for your client relations collaboration interaction and far more so let’s get into it to start with you require to go to streak.com and you will arrive on 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 actually incredible and I’ll show you how to do that as a total beginner it will assist you personalize an ideal procedure for your group and you will be able to get your work done now let’s actually enter the procedure now is available as an extension and it’s entirely free so when 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 add to Chrome click on ADD extension and your extension will be added 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 just sign in make certain to sign.
into the same Gmail that you have actually added the uh you know streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click permit after adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting just recently viewed all tracked e-mails and upgraded reply and then we have this new alternative 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 control panel 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 various choices to start with we have the stages so this is where you will pick these phases for your pipeline and you can actually we have a lead called pitched demo negotiating close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority industry offer size business size close rate email thread count days and state and notes so if you wish to add another phase you will click on this Plus at the top and you will provide your phase a name let’s say that you actually wanted to create another um you understand phase here for instance let’s state I didn’t have no strings so I can develop right here.
and you can give it your color so we can really select different colors for each of the stages however I believe all of these are in fact already developed so this is in fact pretty impressive what I will do is I will really eliminate this one and if you feel like there is um I think pitched and demonstration are kind of like the same thing we just go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s eliminate the demonstration here and then we have negotiating 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 various fields that you want so you will click on this plus here and we have complimentary kind a date check box fall General email e-mail tracking task 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 in fact missing out on and I’ll actually rearrange and put the notes here all right e-mail thread count close date fine company’s size deal size and Company size all right let’s get rid of the business size and I’m gon na in fact discover something else within the general where we have actually produced by date produced fans and more so I really wish to choose the produced.
by or maybe the followers due to the fact that I wish 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 great deal of choices offered within streak is actually among the most convenient and one of the most uh you understand versatile out there it’s very easy to use with 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 opt for the job phases right here and again the fields the process is going to be similar you will pick these phases from here on this plus button here and you can also offer it various 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 phases job search financier fundraising others property support and customized So within our support you can see we have actually inbound appointed dealing with dealt with and sound this is in fact pretty good and we also have custom where I can actually start something from the scratch totally according to my company for me we merely 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 an employee 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 develop a pipeline for me so you can see this really looks respectable now I will have the ability to add my Lead Series so you can in fact click this fall and we have manage stage or relabel so as I continue as I add various leads here what I I will do is I’ll just simply click and I’ll be able 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 enter so now you can see we have actually one lead created let’s say 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 add another lead let’s call it brand-new 2 we can in fact open this up in a 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 2 leads then let’s say there was a called also there’s one working out so I’ll just merely click new now once you create a lead we can in fact click on this link and it will now open the different 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 produced remember and then we have invite teammates so from here I can invite the staff member 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 submit 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.
accessories so this is how you develop a lead within your as soon as you’re made with this you can really click 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 contacted 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 erasing and sharing as well uh one more thing with srix at the top you will be able to see we have personal option we have these three dots where we can find these stages Integrations 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 information for notifications for automations customized constructs and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they really easily and produce our CSV files similarly now I can change to my various folders that we have here and I can develop a new pipeline we can switch to our simple Gmail really easily from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have actually developed we will even have our merge e-mails now with our so this is the merge e-mail and with combine e-mail what happens is I can actually create a follow-up emails and different storage e-mails here and we have active instructs so using is truly simple you can get going totally free by just including the combination and now you know how to use as a complete novice don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me supply some context about my career and how it connects to. As an independent reporter, I’ve dealt with many clients, managed numerous jobs simultaneously, and kept a comprehensive network of contacts. Juggling these responsibilities can be frustrating, and I acknowledged the need for a central system to streamline my operations.
In my quest for an option, I checked out different platforms but discovered them to be either too costly or too intricate for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly integrates with Gmail, making it perfect for independent journalists who greatly depend on email communication. Here are some crucial benefits of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Company:.
allows you to track and arrange your e-mails effortlessly, offering you a clear overview of your communications with customers, leads, and collaborators.
You can develop personalized pipelines straight within your inbox, making it simple to monitor the progress and handle of your projects and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to imagine and handle your sales procedure from lead generation to project conclusion.
You can categorize contacts, produce custom-made stages, set pointers, and track interactions, ensuring that no chance slips through the cracks.
Smooth Collaboration and Teamwork:.
facilitates collaboration by enabling you to share pipelines and interact with team members within the platform.
You can designate jobs, share important emails, and collaborate in real-time, boosting performance and making sure everyone stays on the same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repeated tasks.
You can create design templates for typical e-mail reactions, schedule follow-ups, and established tips, conserving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, uses benefits in terms of coding and software advancement. Here’s how:.
provides a robust API and substantial developer documents, making it easy to incorporate with other tools and construct custom-made services.
This versatility allows freelance reporters with coding abilities to extend the functionality of and customize it to their specific needs.
Job Management for Software Development:.
‘s pipeline feature can be adapted to handle software advancement projects, from ideation to deployment.
You can produce customized stages for different advancement phases, designate tasks to staff member, and track development effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
User-friendly user interface and easy-to-use functions, decreasing the learning curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collective features that boost team effort and communication.
Developer-friendly API for integration and personalization.
Cost-efficient solution for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for full performance, restricting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While deals substantial advantages for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more cost effective service, specifically for freelancers and small businesses.
HubSpot has a totally free version, but advanced functions need a higher-tier paid membership.
Features and Intricacy:.
supplies a more detailed suite of functions, including sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and incorporate with different third-party tools.
‘s seamless combination with Gmail is helpful for users heavily reliant on email interaction.
As an independent journalist, managing your hiring process and client relationships is vital to your success. deals a budget friendly and instinctive option that flawlessly integrates with Gmail, enabling you to simplify your operations and focus on your craft. While it might not have the innovative features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a content, editor, or writer creator, can empower you to take control of your freelance journalism profession by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.