As a skilled freelance journalist, I understand the obstacles of handling projects, tracking leads, and nurturing customer relationships. In this 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 contrast with HubSpot CRM.
tutorial how to use for beginners hey men welcome back in this video I will be showing you how to utilize How To Export Crm Database From Streak Every Nught for your client relations cooperation interaction and much more so let’s enter it first off you need to go to streak.com and you will arrive at this site right here now is a kind of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is truly fantastic and I’ll reveal you how to do that as a total beginner it will help you personalize a best process for your team and you will have the ability to get your work done now let’s in fact get into the process now is readily available as an extension and it’s totally complimentary so as soon as you get to the site you’ll get this option 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 contribute to Chrome click ADD extension and your extension will be added fine 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 merely sign in make sure to sign.
into the exact same Gmail that you have 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 allow after adding this is what your Gmail will look like now you can see here in our basic you know folders we are getting just recently viewed all tracked e-mails and updated reply and after that 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 combines so you can see this is like our new control panel for here I’ll be able to create a brand-new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go create a brand-new pipeline let’s in fact do that you will click brand-new pipeline here and we have different choices to start with we have the stages so this is where you will choose these stages for your pipeline and you can actually we have a lead called pitched demo working out close phone closed uh you know then we have supporting fine then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority industry deal size company size close rate e-mail 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 give your stage a name let’s say that you in fact wanted to produce 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 give it your color so we can actually pick various colors for each of the stages but I think all of these are in fact already developed so this is really quite outstanding what I will do is I will in fact get rid of this one and if you seem like there is um I believe pitched and demo are sort of like the same thing we simply go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s eliminate the demo here and then 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 various fields that you desire so you will click on this plus here and we have free kind a date check box drop down General e-mail e-mail tracking task calls and meetings so I don’t 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 opt for this one here this is the field that was in fact missing and I’ll really rearrange and put the notes here alright e-mail thread count close date alright business’s size deal size and Business size okay let’s get rid of the company size and I’m gon na in fact find something else within the general where we have produced by date developed followers and more so I in fact wish to choose the developed.
by or maybe the followers due to the fact that I wish to monitor my staff member that are actually 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 alternatives offered within streak is in fact one of the simplest and one of the most uh you know versatile out there it’s extremely easy to use with design templates we have tasks too within my project again if I didn’t wish to go for these sales if I finished with projects then I can go with the project stages right here and once again the fields the procedure is going to be comparable you will pick these stages from here on this plus button here and you can also provide it various different colors we also have service 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 investor fundraising others property assistance and custom So within our assistance you can see we have actually inbound appointed dealing with solved and sound this is really respectable and we also have custom-made where I can in fact start something from the scratch totally according to my business for me we simply have the sales so I’m gon na go with the sales here and click on create personal or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click on produce now it will just take a second 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 this fall and we have manage stage or relabel so as I proceed as I add different 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 ADD box here and I’m going to add a box in the lead area here and let’s just call it new and click go into so now you can see we have one lead created 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 brand-new I’m going to include another lead let’s call it brand-new 2 we can actually open this up in a new tab from here too however I’m just for now I’m just gon na work this way now you can see we have 2 leads then let’s state there was a gotten in touch with as well there’s one working out so I’ll just merely click new now once you create a lead we can actually click on this link and it will now open the different fields that we added so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we developed remember and then we have invite colleagues so from here I can invite the staff member we have include columns we have emails files and remarks you can change to the e-mails 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 conference notes and we even have our.
accessories so this is how you produce a lead within your as soon as you’re finished with this you can really click go into 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 contacted and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can perform bulk actions such as erasing and sharing also uh one more thing with srix at the top you will be able to see we have private alternative we have these 3 dots where we can discover these stages Integrations and automation this is one of the crucial ones click on this link and you’ll have the ability to really incorporate um other apps within yourr transfer information for notices for automations customized builds and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they really quickly and produce our CSV files likewise now I can change to my different folders that we have here and I can create a brand-new pipeline we can change to our basic Gmail really easily 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 emails now with our so this is the combine email and with combine e-mail what happens is I can in fact produce a follow-up e-mails and different storage emails here and we have active advises so utilizing is truly simple you can get going totally free by just including the integration and now you understand how to use as a complete beginner do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me offer some context about my profession and how it connects to. As a self-employed journalist, I have actually dealt with numerous clients, managed numerous projects simultaneously, and maintained a comprehensive network of contacts. Juggling these responsibilities can be frustrating, and I recognized the need for a central system to streamline my operations.
In my quest for a solution, I explored various 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 independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly integrates with Gmail, making it ideal for freelance journalists who heavily rely on e-mail communication. Here are some essential advantages of using for your freelance journalism working with process:.
Intuitive Email Tracking and Organization:.
allows you to track and arrange your e-mails effortlessly, giving you a clear summary of your communications with customers, leads, and partners.
You can develop adjustable pipelines straight within your inbox, making it simple to manage and keep an eye on the development of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to visualize and handle your sales procedure from list building to project completion.
You can classify contacts, produce custom-made stages, set reminders, and track interactions, guaranteeing that no chance slips through the fractures.
Smooth Partnership and Team Effort:.
facilitates partnership by allowing you to share pipelines and communicate with employee within the platform.
You can assign jobs, share essential e-mails, and collaborate in real-time, boosting productivity and guaranteeing everyone stays on the very same page.
Adjustable Workflows:.
‘s flexible workflow system allows you to customize your pipelines and automate repetitive jobs.
You can produce templates for common email reactions, schedule follow-ups, and set up pointers, conserving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, provides benefits in regards to coding and software application development. Here’s how:.
Developer-Friendly Combination:.
provides a robust API and substantial designer documentation, making it easy to incorporate with other tools and construct custom solutions.
This flexibility enables self-employed journalists with coding abilities to extend the functionality of and customize it to their specific needs.
Project Management for Software Advancement:.
‘s pipeline function can be adjusted to manage software advancement tasks, from ideation to implementation.
You can create custom stages for various advancement stages, appoint tasks to staff member, and track development effectively.
Advantages and disadvantages of
Pros:.
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and user friendly features, decreasing the learning curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collaborative features that improve teamwork and communication.
Developer-friendly API for integration and personalization.
Economical service for freelancers and small companies.
Cons:.
Restricted reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation functions.
Dependence on Gmail for full functionality, limiting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While deals considerable advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
Cost:.
provides a more budget-friendly option, specifically for freelancers and small companies.
HubSpot has a free version, however advanced features require a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more detailed suite of features, consisting of sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, using a structured experience.
Integration:.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is advantageous for users heavily reliant on email communication.
Conclusion:.
As a freelance reporter, managing your hiring procedure and client relationships is vital to your success. deals a instinctive and economical option that flawlessly incorporates with Gmail, allowing you to improve your operations and concentrate on your craft. While it may not have the innovative functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a writer, editor, or material creator, can empower you to take control of your freelance journalism profession by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.