As a seasoned freelance journalist, I comprehend the obstacles of handling projects, tracking leads, and supporting client relationships. In this post, I will dig into the advantages of utilizing for self-employed 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 guys invite back in this video I will be showing you how to utilize Streak Crm Sales Process for your client relations collaboration interaction and a lot more so let’s enter it to start with you need to go to streak.com and you will arrive on this site 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 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 help you personalize a best process for your group and you will be able to get your work done now let’s actually enter into the procedure now is available as an extension and it’s completely complimentary so when you get to the site you’ll get this alternative 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 alright 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 check in ensure to sign.
into the very same Gmail that you have actually added the uh you understand streak to now it will ask you for your access and we’re gon na simply scroll down and click enable after adding this is what your Gmail will appear like now you can see here in our simple you know folders we are getting just recently seen all tracked e-mails and upgraded reply and after that we have this new choice 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 resembles our brand-new dashboard for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go develop a new pipeline let’s in fact do that you will click brand-new pipeline here and we have different alternatives first of all we have the stages so this is where you will select these stages for your pipeline and you can really we have a lead called pitched demo negotiating close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last email last e-mail from lead Source concern market offer size company size close rate email thread count days and state and keeps in mind so if you wish to include another stage you will click on this Plus at the top and you will provide your phase a name let’s say that you really wished to create another um you understand stage here for example let’s state I didn’t have no strings so I can create right here.
and you can offer it your color so we can in fact choose various colors for each of the stages however I believe all of these are in fact already developed so this is actually 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 same thing we simply go with the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s get rid of the demo here and then we have negotiating with negotiating I can go with 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 this plus here and we have complimentary kind a date check box drop down General e-mail 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 choose this one here this is the field that was actually missing and I’ll really reorganize and put the notes here alright email thread count close date fine company’s size deal size and Company size fine let’s get rid of the company size and I’m gon na in fact discover something else within the basic where we have actually produced by date produced followers and more so I really wish to choose the produced.
by or perhaps the fans due to the fact that I wish to keep an eye on my team members 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 alternatives offered within streak is really among the simplest and among the most uh you understand flexible out there it’s really easy to use with templates we have projects too within my job again if I didn’t want to choose these sales if I did with tasks then I can go with the task stages right here and again the fields the procedure is going to be similar you will choose these phases from here on this plus button here and you can likewise offer it different different colors we likewise have service Dev here you can see then we have employing so if you do working with then this is going to be your stages task search investor fundraising others property support and customized So within our assistance you can see we have inbound assigned working on solved and sound this is really respectable and we also have custom where I can in fact start something from the scratch absolutely according to my service for me we merely have the sales so I’m gon na opt for the sales here and click produce private 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 produce now it will just take a 2nd for a street to develop a pipeline for me so you can see this really looks pretty good now I will be able to add my Lead Series so you can in fact click on this drop down and we have manage phase or rename so as I continue as I include various leads here what I I will do is I’ll just simply click and I’ll be able to add it click on the top here include a box so click ADD box here and I’m going to add a box in the lead section here and let’s just call it brand-new and click on enter so now you can see we have actually one lead developed let’s say that there is actually 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 new two we can really open this up in a brand-new tab from here too but I’m just for now I’m just gon na work in this manner now you can see we have 2 leads then let’s say there was a contacted also there’s one working out so I’ll just simply click new now as soon as you develop a lead we can in fact click here and it will now open up the various fields that we added so this is a new Elite that I produced and we have all of these various columns we have the fields that we created keep in mind and then we have welcome colleagues so from here I can welcome the staff member we have include columns we have emails files and remarks you can switch to the emails 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 produce a lead within your once you’re done with this you can in fact click get in and it will be closed now it will reveal you something like this we have all of our data collected here and at the top we’re getting our account such as two leads one gotten in touch with 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 carry out bulk actions such as deleting and sharing also 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 discover these phases Combinations and automation this is one of the important ones click here and you’ll have the ability to really incorporate 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 be able to Import and Export information they really quickly and create our CSV files likewise now I can switch to my different folders that we have here and I can create a new pipeline we can change to our basic Gmail extremely easily from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have created we will even have our merge e-mails now with our so this is the merge e-mail and with merge e-mail what occurs is I can really develop 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 integration and now you know how to use as a total novice don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me provide some context about my career and how it associates with. As an independent journalist, I’ve worked with various clients, handled numerous tasks concurrently, and preserved a comprehensive network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the requirement for a central system to streamline my operations.
In my quest for a service, I explored various platforms but found them to be either too expensive 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 customer relationship management tool that flawlessly incorporates with Gmail, making it perfect for self-employed journalists who heavily depend on email interaction. Here are some crucial advantages of using for your freelance journalism employing process:.
Intuitive Email Tracking and Company:.
allows you to track and arrange your e-mails easily, offering you a clear overview of your communications with customers, leads, and collaborators.
You can produce adjustable pipelines straight within your inbox, making it easy to manage and keep an eye on the progress of your assignments and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to envision and handle your sales process from lead generation to task conclusion.
You can classify contacts, develop custom stages, set suggestions, and track interactions, making sure that no chance slips through the cracks.
Smooth Cooperation and Teamwork:.
assists in partnership by permitting you to share pipelines and communicate with team members within the platform.
You can designate tasks, share essential emails, and team up in real-time, improving performance and ensuring everybody remains on the exact same page.
‘s versatile workflow system allows you to personalize your pipelines and automate recurring jobs.
You can produce templates for common email actions, schedule follow-ups, and established tips, conserving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, offers benefits in terms of coding and software development. Here’s how:.
supplies a robust API and extensive designer documentation, making it easy to incorporate with other tools and develop custom-made solutions.
This flexibility enables self-employed journalists with coding abilities to extend the functionality of and customize it to their specific needs.
Task Management for Software Advancement:.
‘s pipeline function can be adjusted to manage software development projects, from ideation to deployment.
You can develop customized phases for various development phases, assign jobs to employee, and track development effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
User-friendly interface and easy-to-use features, lessening the discovering curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collaborative features that boost teamwork and communication.
Developer-friendly API for integration and customization.
Cost-effective option for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation functions.
Reliance on Gmail for full functionality, restricting compatibility with other email companies.
Contrast with HubSpot CRM:.
While offers considerable benefits for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more economical solution, especially for freelancers and small companies.
HubSpot has a free variation, however advanced features require a higher-tier paid membership.
Features and Complexity:.
offers a more thorough suite of functions, including advanced marketing automation and analytics.
focuses on simpleness and ease of use, offering a structured experience.
Both and integrate with different third-party tools.
‘s seamless combination with Gmail is advantageous for users heavily reliant on e-mail communication.
As an independent reporter, managing your hiring procedure and client relationships is paramount to your success. offers a intuitive and economical solution that effortlessly integrates with Gmail, allowing you to improve your operations and focus on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a material, writer, or editor developer, can empower you to take control of your freelance journalism profession by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.