As a seasoned freelance journalist, I understand the challenges of managing projects, tracking leads, and supporting customer relationships. In this short article, I will delve into the benefits of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for newbies hey guys invite back in this video I will be revealing you how to use Streak Crm Success False for your client relations cooperation interaction and a lot more so let’s enter into it first off you require to go to streak.com and you will land on this website right here now is a kind 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 actually remarkable and I’ll show you how to do that as a complete newbie it will help you personalize a perfect procedure for your group and you will have the ability to get your work done now let’s in fact get into the procedure now is offered as an extension and it’s completely free 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 add to Chrome click ADD extension and your extension will be included alright 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 same Gmail that you have actually added the uh you know streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click on allow after adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting just recently seen all tracked e-mails and upgraded reply and then we have this new choice which is the pipeline so if I click on 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 have the ability to develop a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go develop a brand-new pipeline let’s in fact do that you will click new pipeline here and we have different alternatives to start with 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 demo negotiating close phone closed uh you understand 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 deal size business size close rate e-mail thread count days and state and keeps in mind so if you want to add another stage you will click on this Plus on top and you will offer your stage a name let’s state that you actually wished to create another um you know phase here for instance let’s say I didn’t have no strings so I can develop right here.
and you can provide it your color so we can really pick various colors for each of the stages but I think all of these are really currently created so this is actually pretty impressive what I will do is I will in fact get rid of this one and if you seem 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 two what I’ll do is in fact let’s get rid of the demonstration here and after that 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 different fields that you want so you will click on this plus here and we have free kind a date check box fall General e-mail email tracking task calls and conferences 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 opt for this one here this is the field that was really missing out on and I’ll in fact reorganize and put the notes here all right e-mail thread count close date all right business’s size offer size and Company size alright let’s eliminate the business size and I’m gon na actually discover something else within the general where we have produced by date created followers and more so I actually wish to choose the developed.
by or maybe the followers since I wish to monitor my staff member 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 actually among the most convenient and among the most uh you understand versatile out there it’s really easy to use with design templates we have tasks too within my job again if I didn’t want to choose these sales if I did with projects then I can choose the task phases right here and once again the fields the procedure is going to be comparable you will choose 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 hiring so if you do hiring then this is going to be your phases task search financier fundraising others realty support and custom So within our assistance you can see we have inbound assigned dealing with solved and sound this is in fact pretty good and we likewise have custom-made where I can actually start something from the scratch absolutely according to my company for me we merely have the sales so I’m gon na choose the sales here and click produce private or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click on develop now it will just take a 2nd for a street to produce a pipeline for me so you can see this actually looks respectable now I will have the ability to add my Lead Series so you can actually click this fall and we have manage stage or rename so as I continue as I add different leads here what I I will do is I’ll just simply click and I’ll be able 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 simply call it brand-new and click go into so now you can see we have actually one lead developed 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 new I’m going to add another lead let’s call it new two we can really open this up in a 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 say there was a gotten in touch with as well there’s one working out so I’ll just merely click on brand-new now when 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 various columns we have the fields that we created remember and then we have invite colleagues so from here I can welcome the staff member we have include columns we have e-mails files and comments you can change to the e-mails and it will reveal you the e-mails that you got in files we can even publish files and then we have the remarks at the top here 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 actually 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 2 leads one called and something like this and this is where you will be getting your list we can pick various 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 have the ability to see we have personal alternative we have these three dots where we can discover these stages Integrations and automation this is among the important ones click here and you’ll be able to in fact incorporate um other apps within yourr transfer information for alerts for automations custom-made builds and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they extremely easily and develop our CSV files similarly now I can change to my various folders that we have here and I can produce a brand-new pipeline we can change to our easy Gmail extremely easily from here and it will likewise show me the emails that I will be receiving for my pipelines that I have developed we will even have our merge emails now with our so this is the merge email and with merge e-mail what happens is I can actually create a follow-up e-mails and different storage e-mails here and we have active advises so utilizing is actually simple you can begin totally free by simply including the integration and now you understand how to utilize as a complete newbie do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me provide some context about my profession and how it relates to. As a self-employed reporter, I have actually worked with various clients, managed multiple tasks simultaneously, and kept a comprehensive network of contacts. Juggling these duties can be overwhelming, and I acknowledged the need for a central system to improve my operations.
In my quest for a solution, I checked out numerous platforms however found them to be either too intricate or too expensive for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly integrates with Gmail, making it ideal for independent reporters who heavily depend on email communication. Here are some key advantages of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Company:.
enables you to track and organize your e-mails effortlessly, offering you a clear overview of your communications with customers, leads, and collaborators.
You can develop customizable pipelines straight within your inbox, making it simple to keep track of the progress and handle of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to imagine and manage your sales process from list building to job completion.
You can classify contacts, create custom-made stages, set reminders, and track interactions, ensuring that no opportunity slips through the fractures.
Smooth Cooperation and Teamwork:.
facilitates cooperation by allowing you to share pipelines and communicate with team members within the platform.
You can appoint tasks, share crucial emails, and collaborate in real-time, enhancing productivity and guaranteeing everybody stays on the exact same page.
‘s versatile workflow system enables you to customize your pipelines and automate repetitive tasks.
You can produce templates for typical e-mail reactions, schedule follow-ups, and set up tips, saving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, provides advantages in regards to coding and software advancement. Here’s how:.
offers a robust API and substantial designer paperwork, making it easy to integrate with other tools and develop custom-made solutions.
This flexibility allows independent reporters with coding skills to extend the performance of and customize it to their particular needs.
Job Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to handle software application advancement projects, from ideation to implementation.
You can produce customized phases for different advancement phases, designate tasks to team members, and track development effectively.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive user interface and easy-to-use functions, decreasing the learning curve.
Customizable pipelines and workflows to adjust to private requirements.
Collective functions that boost team effort and communication.
Developer-friendly API for combination and personalization.
Affordable solution for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation functions.
Dependence on Gmail for full performance, restricting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers substantial benefits for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more inexpensive option, particularly for freelancers and small businesses.
HubSpot has a totally free version, but advanced features need a higher-tier paid membership.
Features and Complexity:.
supplies a more thorough suite of functions, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is advantageous for users greatly reliant on email communication.
As an independent reporter, handling your hiring process and client relationships is vital to your success. deals a instinctive and economical solution that effortlessly integrates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it might not have the innovative features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re an editor, content, or author developer, can empower you to take control of your freelance journalism profession by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.