As a seasoned freelance journalist, I comprehend the difficulties of handling jobs, tracking leads, and nurturing customer relationships. In this article, I will delve into the advantages of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey people welcome back in this video I will be showing you how to use Streak Crm Subscription Service for your consumer relations partnership communication and much more so let’s get into it first off you require 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 simple Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is truly remarkable and I’ll show you how to do that as a total novice it will help you tailor a perfect procedure for your team and you will be able to get your work done now let’s in fact enter the procedure now is readily available as an extension and it’s totally complimentary so as soon as you get to the website you’ll get this alternative 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 contribute to Chrome click ADD extension and your extension will be added all right 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 ensure to sign.
into the very same Gmail that you have actually added the uh you know streak to now it will ask you for your access and we’re gon na just scroll down and click enable 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 emails and upgraded reply and then we have this 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 resembles our new dashboard for here I’ll be able to develop a brand-new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go produce a brand-new pipeline let’s actually do that you will click on new pipeline here and we have various alternatives first off we have the stages so this is where you will select these phases for your pipeline and you can really we have actually a lead gotten in touch with pitched demonstration negotiating close phone closed uh you know then we have supporting alright then we have Fields so in fields we have a date of last e-mail last email from lead Source concern industry deal size business size close rate email thread count days and state and notes so if you wish to add another stage you will click on this Plus on top and you will provide your stage a name let’s say that you actually wished to develop 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 provide it your color so we can in fact choose different colors for each of the stages however I think all of these are actually already produced so this is actually quite impressive 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 demonstration are kind 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 in fact let’s eliminate the demo here and after that 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 various fields that you desire so you will click this plus here and we have complimentary form a date check box fall General email e-mail tracking task calls and meetings 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 and I’ll actually reorganize and put the notes here okay email thread count close date alright business’s size offer size and Company size all right let’s eliminate the business size and I’m gon na in fact discover something else within the basic where we have developed by date developed fans and more so I really want to go for the created.
by or maybe the followers due to the fact that I want to keep track of 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 wanted for my pipeline now you can see there are a lot of options readily available within streak is in fact one of the simplest and among the most uh you understand versatile out there it’s extremely easy to use with templates we have projects too within my task once again if I didn’t wish to go for these sales if I did with tasks then I can choose the task stages right here and 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 likewise provide it different various colors we also have organization Dev here you can see then we have working with so if you do working with then this is going to be your stages job search investor fundraising others property support and custom-made So within our support you can see we have incoming assigned working on dealt with and sound this is actually pretty good 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 choose 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 go with the shared one here and click on create now it will simply 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 in fact click on this drop down and we have handle stage or rename so as I proceed as I include different leads here what I I will do is I’ll just simply click and I’ll have the ability to add 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 section here and let’s simply call it brand-new and click on go into so now you can see we have actually one lead produced 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 brand-new I’m going to include another lead let’s call it new 2 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 2 leads then let’s state there was a gotten in touch with too there’s one negotiating so I’ll just simply click brand-new now once you create a lead we can in fact click here and it will now open up the various fields that we included 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 teammates so from here I can invite the staff member we have add columns we have emails files and comments you can change 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 remarks at the top here once again we have the call log we have our conference notes and we even have our.
attachments so this is how you produce a lead within your as soon as you’re made with this you can really click get in 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 2 leads one contacted and something like this and this is where you will be getting your list we can choose 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 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 be able to really incorporate um other apps within yourr transfer information for notices for automations customized develops 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 create our CSV files likewise now I can switch to my various folders that we have here and I can create a new pipeline we can switch to our easy 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 developed we will even have our combine e-mails now with our so this is the combine e-mail and with merge email what occurs is I can really produce a follow-up emails and different storage e-mails here and we have active instructs so using is truly simple you can start totally free by just adding the combination and now you understand how to utilize as a total beginner don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me supply some context about my career and how it connects to. As a freelance journalist, I’ve dealt with many clients, managed multiple projects all at once, and maintained a comprehensive network of contacts. Juggling these obligations can be frustrating, and I acknowledged the requirement for a central system to streamline my operations.
In my mission for a solution, I explored different platforms however discovered them to be either too intricate or too costly 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 seamlessly incorporates with Gmail, making it perfect for freelance reporters who heavily depend on email interaction. Here are some crucial advantages of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Company:.
enables you to track and arrange your e-mails effortlessly, offering you a clear summary of your communications with customers, leads, and collaborators.
You can create customizable pipelines straight within your inbox, making it simple to monitor the progress and handle 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 job conclusion.
You can classify contacts, create customized phases, set reminders, and track interactions, ensuring that no opportunity slips through the cracks.
Smooth Collaboration and Teamwork:.
assists in cooperation by allowing you to share pipelines and interact with team members within the platform.
You can assign jobs, share crucial e-mails, and team up in real-time, improving productivity and guaranteeing everybody stays on the same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repeated jobs.
You can produce design templates for typical e-mail responses, schedule follow-ups, and set up tips, conserving you valuable time and effort.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, uses benefits in terms of coding and software advancement. Here’s how:.
supplies a robust API and comprehensive developer paperwork, making it simple to incorporate with other tools and build customized options.
This flexibility permits independent journalists with coding abilities to extend the performance of and tailor it to their particular needs.
Job Management for Software Development:.
‘s pipeline function can be adapted to handle software development tasks, from ideation to release.
You can create custom-made phases for different development phases, appoint jobs 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 interface and easy-to-use functions, decreasing the finding out curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collaborative functions that improve team effort and communication.
Developer-friendly API for combination and personalization.
Cost-effective option for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for full functionality, limiting compatibility with other email companies.
Contrast with HubSpot CRM:.
While deals substantial advantages for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more budget friendly option, particularly for freelancers and small companies.
HubSpot has a free variation, however advanced features require a higher-tier paid membership.
Features and Intricacy:.
supplies a more detailed suite of functions, including sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, using a structured experience.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is helpful for users heavily reliant on e-mail interaction.
As an independent reporter, managing your hiring process and customer relationships is critical to your success. deals a budget friendly and instinctive option that perfectly integrates with Gmail, enabling you to enhance your operations and focus on your craft. While it might not have the advanced features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a content, editor, or author creator, can empower you to take control of your freelance journalism career by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.