As a seasoned freelance journalist, I comprehend the challenges of handling tasks, tracking leads, and nurturing customer relationships. In this article, I will dig 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 showing you how to use Streak Crm Free How Many Emails for your consumer relations partnership communication and much more so let’s enter into it to start with you need to go to streak.com and you will arrive on this site right here now is a kind of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is actually fantastic and I’ll reveal you how to do that as a complete novice it will help you personalize an ideal procedure for your team and you will be able to get your work done now let’s actually enter into the procedure now is readily available as an extension and it’s totally complimentary so when 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 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 just check 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 enable after including this is what your Gmail will look like now you can see here in our basic you understand folders we are getting just recently seen all tracked e-mails and updated reply and then we have this brand-new option 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 brand-new dashboard for here I’ll have the ability 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 brand-new pipeline let’s in fact do that you will click on brand-new pipeline here and we have various 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 actually a lead called pitched demo working out close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last email last email from lead Source concern market offer size company size close rate e-mail thread count days and state and keeps in mind so if you wish to add another stage you will click this Plus on top and you will offer your stage a name let’s state that you actually wanted to produce another um you understand phase here for example let’s state I didn’t have no strings so I can create right here.
and you can give it your color so we can actually select different colors for each of the stages but I believe all of these are actually currently created so this is actually pretty outstanding what I will do is I will in fact get rid of this one and if you feel like there is um I think pitched and demo are kind of like the very 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 in fact 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 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 on this plus here and we have totally free type a date check box drop down General email email tracking job calls and conferences 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 choose this one here this is the field that was actually missing out on and I’ll really rearrange and put the notes here all right email thread count close date okay company’s size deal size and Company size okay let’s eliminate the company size and I’m gon na really discover something else within the general where we have created by date produced fans and more so I actually wish to choose the produced.
by or perhaps the fans due to the fact that I wish to monitor my employee 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 choices offered within streak is actually among the most convenient and one of the most uh you understand versatile out there it’s extremely easy to use with design templates we have jobs too within my job once again if I didn’t want to choose these sales if I finished with jobs then I can opt for the project stages right here and once again the fields the procedure is going to be comparable you will select these phases from here on this plus button here and you can also offer it different various colors we likewise have business Dev here you can see then we have employing so if you do employing then this is going to be your stages task search financier fundraising others real estate support and custom-made So within our support you can see we have actually inbound designated dealing with resolved and noise this is in fact respectable and we also have custom where I can actually start something from the scratch absolutely according to my company for me we just have the sales so I’m gon na opt for the sales here and click produce personal or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click on produce now it will just take a second for a street to produce a pipeline for me so you can see this in fact looks respectable now I will have the ability to add my Lead Series so you can actually click on this drop down and we have handle 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 add 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 new and click on go into so now you can see we have actually one lead produced 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 add another lead let’s call it brand-new two we can actually open this up in a brand-new tab from here too however I’m just for now I’m just gon na work by doing this now you can see we have two leads then let’s state there was a gotten in touch with also there’s one negotiating so I’ll just simply click new now as soon as you develop a lead we can really click here and it will now open the various fields that we added so this is a brand-new Elite that I developed and we have all of these different columns we have the fields that we developed keep in mind and then we have invite teammates so from here I can welcome the team members we have add columns we have emails files and comments you can switch to the emails 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 once again we have the call log we have our meeting notes and we even have our.
accessories so this is how you create a lead within your when you’re made with this you can actually click go into 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 called 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 erasing and sharing too 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 one of the essential ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer data for notifications for automations custom-made constructs and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely easily and develop our CSV files likewise now I can change to my different folders that we have here and I can produce a brand-new pipeline we can change to our simple Gmail extremely easily from here and it will likewise show me the emails that I will be getting for my pipelines that I have produced we will even have our merge emails now with our so this is the combine e-mail and with merge e-mail what takes place is I can actually produce a follow-up emails and various storage e-mails here and we have active advises so utilizing is truly easy you can get started for free by just adding the combination and now you know how to utilize as a complete novice do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me supply some context about my profession and how it connects to. As a freelance reporter, I have actually dealt with various customers, handled multiple jobs concurrently, and preserved a substantial network of contacts. Balancing these duties can be overwhelming, and I acknowledged the requirement for a centralized system to enhance my operations.
In my mission for a service, I explored numerous 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 customer relationship management tool that seamlessly incorporates with Gmail, making it perfect for freelance reporters who heavily count on e-mail interaction. Here are some crucial benefits of using for your freelance journalism employing process:.
Intuitive Email Tracking and Organization:.
permits you to track and organize your e-mails easily, providing you a clear summary of your communications with customers, leads, and partners.
You can produce customizable pipelines directly within your inbox, making it simple to monitor the progress and manage of your projects and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to visualize and handle your sales process from list building to job completion.
You can classify contacts, develop customized phases, set pointers, and track interactions, ensuring that no opportunity slips through the fractures.
Seamless Partnership and Teamwork:.
assists in collaboration by permitting you to share pipelines and interact with employee within the platform.
You can assign tasks, share important emails, and collaborate in real-time, improving efficiency and making sure everybody stays on the exact same page.
‘s flexible workflow system enables you to customize your pipelines and automate repetitive tasks.
You can develop design templates for typical email reactions, schedule follow-ups, and set up reminders, conserving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, offers advantages in terms of coding and software advancement. Here’s how:.
provides a robust API and comprehensive developer documents, making it easy to integrate with other tools and develop custom options.
This versatility enables freelance journalists with coding abilities to extend the performance of and customize it to their specific needs.
Job Management for Software Advancement:.
‘s pipeline feature can be adjusted to handle software advancement projects, from ideation to implementation.
You can produce customized phases for various development stages, appoint tasks to employee, and track progress effectively.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and easy-to-use features, lessening the finding out curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collective features that boost teamwork and interaction.
Developer-friendly API for integration and personalization.
Economical service for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for complete functionality, restricting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While deals significant benefits for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more inexpensive option, especially for freelancers and small businesses.
HubSpot has a totally free version, but advanced features need a higher-tier paid subscription.
Functions and Intricacy:.
provides a more comprehensive suite of functions, consisting of advanced marketing automation and analytics.
focuses on simpleness and ease of use, using a streamlined experience.
Both and integrate with different third-party tools.
‘s smooth combination with Gmail is helpful for users heavily reliant on e-mail communication.
As a self-employed reporter, managing your hiring procedure and client relationships is critical to your success. deals a intuitive and economical service that flawlessly integrates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a author, editor, or material developer, 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 endeavors.