As an experienced freelance reporter, I comprehend the challenges of managing projects, tracking leads, and supporting customer relationships. In this article, I will dig into the advantages of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for beginners hey men welcome back in this video I will be revealing you how to utilize Crm Migration Streak for your customer relations collaboration communication and far more so let’s enter into it firstly you require 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 Hub and we can really turn our Gmail into a platform which is really remarkable and I’ll show you how to do that as a complete newbie it will assist you tailor an ideal process for your team and you will be able to get your work done now let’s actually enter 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 choice here which is contribute 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 add to Chrome click ADD extension and your extension will be added fine it’s done and now it is adding 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 exact same Gmail that you have actually added the uh you understand streak to now it will ask you for your gain access to and we’re gon na just scroll down and click on allow after including this is what your Gmail will look like now you can see here in our easy you understand folders we are getting recently viewed all tracked emails and upgraded reply and then we have this new alternative 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 is like our 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 employing so this is where we’ll go create a new pipeline let’s in fact do that you will click on brand-new pipeline here and we have different choices to start with we have the stages so this is where you will pick these stages for your pipeline and you can really we have a lead gotten in touch with pitched demonstration working out close phone closed uh you understand then we have supporting alright then we have Fields so in fields we have a date of last email last email from lead Source concern industry deal size company size close rate email thread count days and state and keeps in mind so if you wish to add another phase you will click on this Plus at the top and you will give your phase a name let’s say that you in fact wanted to create another um you know phase here for instance let’s say I didn’t have no strings so I can create right here.
and you can offer it your color so we can really pick various colors for each of the stages however I think all of these are really already produced so this is really 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 demo 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 in fact let’s eliminate the demonstration here and then we have working out with negotiating I can opt for like in progress or something and now you can see these are my stages 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 totally free type a date check box drop down General email e-mail tracking job calls and conferences so I do not 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 go with this one here this is the field that was really missing and I’ll in fact rearrange and put the notes here okay email thread count close date all right company’s size offer size and Business size alright let’s eliminate the business size and I’m gon na really find something else within the general where we have actually developed by date created followers and more so I actually want to opt for the created.
by or perhaps the fans because 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 some of the fields that I wanted for my pipeline now you can see there are a lot of choices offered within streak is in fact one of 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 made with projects then I can choose the task stages right here and once 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 also offer it various different colors we likewise have company Dev here you can see then we have working with so if you do hiring then this is going to be your phases job search investor fundraising others realty assistance and customized So within our assistance you can see we have actually incoming appointed dealing with fixed and sound this is in fact pretty good and we also have custom-made where I can really start something from the scratch absolutely according to my organization for me we simply have the sales so I’m gon na opt for the sales here and click on produce personal or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click produce now it will just take a second for a street to develop a pipeline for me so you can see this actually looks respectable now I will be able to include my Lead Series so you can in fact click this drop down and we have manage stage or relabel so as I continue as I include various leads here what I I will do is I’ll just merely 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 add 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 produced let’s say that there is really 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 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 by doing this now you can see we have two leads then let’s state there was a contacted too there’s one negotiating so I’ll just merely click new now once you produce a lead we can really click here and it will now open up the various fields that we added so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we developed keep in mind and then we have invite colleagues so from here I can welcome the employee we have include columns we have e-mails files and comments you can switch to the emails and it will reveal you the emails 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 meeting notes and we even have our.
attachments so this is how you produce a lead within your when you’re finished with this you can really click get in and it will be closed now it will reveal you something like this we have all of our information gathered here and at the top we’re getting our account such as two leads one contacted 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 as well uh one more thing with srix on top you will have the ability to see we have personal choice we have these three dots where we can discover these phases Combinations and automation this is one of the important ones click on this link and you’ll be able to actually integrate um other apps within yourr transfer data for alerts for automations custom develops and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they really easily and develop our CSV files similarly now I can change to my different folders that we have here and I can develop a new pipeline we can switch to our basic Gmail really easily from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have actually developed we will even have our combine e-mails now with our so this is the merge email and with merge e-mail what occurs is I can actually create a follow-up e-mails and different storage emails here and we have active advises so using is actually simple you can begin for free by just including the combination and now you know how to utilize 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 self-employed journalist, I have actually dealt with numerous customers, managed several projects all at once, and maintained a comprehensive network of contacts. Balancing these responsibilities can be overwhelming, and I acknowledged the need for a central system to enhance my operations.
In my mission for a solution, I explored numerous platforms however found them to be either too pricey or too complex for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly integrates with Gmail, making it ideal for self-employed reporters who heavily count on email interaction. Here are some key benefits of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Organization:.
enables you to track and arrange your emails easily, giving you a clear overview of your interactions with customers, leads, and partners.
You can create personalized pipelines directly within your inbox, making it easy to manage and monitor the development of your assignments and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to envision and handle your sales procedure from list building to project completion.
You can categorize contacts, develop customized phases, set pointers, and track interactions, ensuring that no opportunity slips through the fractures.
Seamless Partnership and Team Effort:.
assists in collaboration by permitting you to share pipelines and communicate with staff member within the platform.
You can assign tasks, share crucial e-mails, and collaborate in real-time, enhancing performance and making sure everybody remains on the very same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repeated jobs.
You can create templates for common e-mail responses, schedule follow-ups, and set up suggestions, saving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, offers advantages in terms of coding and software application advancement. Here’s how:.
offers a robust API and comprehensive developer documentation, making it simple to integrate with other tools and build custom options.
This versatility enables independent journalists with coding abilities to extend the performance of and tailor it to their specific requirements.
Project Management for Software Application Development:.
‘s pipeline function can be adjusted to manage software application advancement jobs, from ideation to release.
You can produce customized stages for different advancement phases, designate jobs to team members, and track development efficiently.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and easy-to-use features, lessening the finding out curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collective features that improve team effort and communication.
Developer-friendly API for combination and customization.
Cost-effective service for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation features.
Dependence on Gmail for complete functionality, restricting compatibility with other email providers.
Comparison with HubSpot CRM:.
While deals considerable advantages for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
offers a more cost effective service, especially for freelancers and small businesses.
HubSpot has a complimentary version, however advanced features require a higher-tier paid subscription.
Functions and Complexity:.
provides a more thorough suite of functions, including sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, using a structured experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is advantageous for users heavily reliant on email interaction.
As an independent journalist, managing your hiring procedure and customer relationships is vital to your success. deals a instinctive and economical solution that flawlessly incorporates with Gmail, enabling you to enhance your operations and focus on your craft. While it may not have the advanced features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re an editor, author, or material developer, can empower you to take control of your freelance journalism career by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.