As an experienced freelance journalist, I comprehend the challenges of managing tasks, tracking leads, and nurturing customer relationships. In this article, I will dive into the advantages of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for novices hey men welcome back in this video I will be revealing you how to use Streak Crm Tokens Pandadoc for your customer relations cooperation 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 sort of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is truly remarkable and I’ll reveal you how to do that as a total beginner it will help you tailor a perfect procedure for your team and you will have the ability to get your work done now let’s really enter into the process now is offered as an extension and it’s completely totally free so once you get to the site you’ll get this alternative here which is add to Chrome and you’re.
going to select 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 on ADD extension and your extension will be included okay it’s done and now it is adding to Gmail and it will take me straight 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 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 permit after including this is what your Gmail will look like now you can see here in our simple you understand folders we are getting recently viewed all tracked emails and updated 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 combines so you can see this resembles our new dashboard for here I’ll have the ability to create a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go produce a new pipeline let’s actually do that you will click new pipeline here and we have various alternatives first of all we have the stages so this is where you will pick these phases for your pipeline and you can in fact we have actually a lead called pitched demonstration negotiating close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last email last e-mail from lead Source priority market deal size company size close rate email thread count days and state and notes so if you wish to include another stage you will click on this Plus at the top and you will offer your stage a name let’s say that you actually wished to produce another um you understand stage 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 pick various colors for each of the stages but I think all of these are in fact already developed so this is in fact quite impressive 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 exact same thing we simply opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s get rid of the demo 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 stages 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 free kind a date check box fall General e-mail e-mail tracking job calls and meetings so I don’t 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 choose this one here this is the field that was actually missing out on and I’ll actually reorganize and put the notes here alright email thread count close date fine business’s size deal size and Business size okay let’s get rid of the business size and I’m gon na actually find something else within the basic where we have actually developed by date created fans and more so I actually wish to go for the produced.
by or perhaps the followers due to the fact that I wish to track 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 wanted for my pipeline now you can see there are a great deal of alternatives available within streak is really one of the most convenient and among the most uh you know versatile out there it’s extremely easy to use with templates we have tasks too within my task again if I didn’t wish to opt for these sales if I finished with jobs then I can go with the task stages right here and once again the fields the procedure is going to be similar you will select these stages from here on this plus button here and you can also offer it various different colors we also have service Dev here you can see then we have working with 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 support you can see we have actually incoming designated dealing with resolved and noise this is really pretty good and we likewise have custom-made where I can in fact start something from the scratch absolutely according to my company for me we simply have the sales so I’m gon na choose the sales here and click create private or.
shared so I will be sharing this with a staff member so I’m going to opt for the shared one here and click on create now it will simply take a 2nd 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 this fall and we have manage phase 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 include it click the top here add 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 enter so now you can see we have one lead produced let’s say that there is in fact closed one so I’m going to include one here let’s just for now let’s call it brand-new I’m going to add another lead let’s call it new 2 we can really open this up in a brand-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 say there was a contacted too there’s one working out so I’ll just merely click new now as soon as you produce a lead we can actually click here and it will now open the different 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 welcome 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 emails and it will show you the emails that you got in files we can even upload 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.
accessories so this is how you develop a lead within your as soon as you’re finished with this you can really click enter and it will be closed now it will show you something like this we have all of our data gathered 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 select different leads from here the stages and we can carry out bulk actions such as deleting and sharing also uh one more thing with srix at the top you will be able to see we have private option we have these 3 dots where we can find these phases Combinations and automation this is one of the essential ones click here and you’ll have the ability to in fact integrate um other apps within yourr transfer information for notices for automations custom builds and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they very quickly and develop our CSV files likewise now I can change to my different folders that we have here and I can produce a new pipeline we can change to our easy Gmail extremely easily from here and it will also show me the e-mails that I will be getting for my pipelines that I have actually created we will even have our merge emails now with our so this is the combine e-mail and with merge email what takes place is I can really produce a follow-up e-mails and different storage emails here and we have active instructs so utilizing is truly easy you can start totally free by simply including the combination and now you know how to use as a total beginner don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me provide some context about my career and how it relates to. As an independent reporter, I have actually dealt with many customers, managed numerous jobs all at once, and maintained an extensive network of contacts. Balancing these responsibilities can be frustrating, and I acknowledged the requirement for a central system to enhance my operations.
In my quest for a solution, I checked out numerous platforms but discovered them to be either too complicated or too pricey for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly integrates with Gmail, making it perfect for independent reporters who heavily count on e-mail interaction. Here are some essential advantages of using for your freelance journalism employing process:.
Instinctive Email Tracking and Company:.
permits you to track and arrange your emails easily, offering you a clear summary of your interactions with clients, leads, and partners.
You can create adjustable pipelines directly within your inbox, making it easy to handle and monitor the progress of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to envision and handle your sales process from lead generation to job conclusion.
You can classify contacts, develop customized stages, set pointers, and track interactions, ensuring that no chance slips through the cracks.
Smooth Collaboration and Teamwork:.
helps with collaboration by allowing you to share pipelines and communicate with staff member within the platform.
You can assign tasks, share important emails, and team up in real-time, boosting productivity and guaranteeing everybody remains on the very same page.
‘s flexible workflow system enables you to personalize your pipelines and automate recurring jobs.
You can create design templates for typical e-mail actions, schedule follow-ups, and set up tips, conserving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in independent journalism, provides advantages in terms of coding and software application advancement. Here’s how:.
provides a robust API and substantial developer paperwork, making it easy to incorporate with other tools and construct custom options.
This versatility allows self-employed journalists with coding skills to extend the performance of and tailor it to their specific needs.
Task Management for Software Advancement:.
‘s pipeline function can be adjusted to handle software application advancement tasks, from ideation to release.
You can develop custom stages for different development phases, assign jobs to staff member, and track development effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive interface and user friendly features, decreasing the discovering curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collective features that boost team effort and communication.
Developer-friendly API for combination and modification.
Cost-effective service for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for full functionality, limiting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more inexpensive solution, particularly for freelancers and small companies.
HubSpot has a free version, however advanced functions need a higher-tier paid subscription.
Features and Complexity:.
provides a more extensive suite of features, including sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, offering a structured experience.
Both and integrate with numerous third-party tools.
‘s seamless integration with Gmail is advantageous for users heavily reliant on email communication.
As an independent reporter, handling your hiring procedure and client relationships is paramount to your success. deals a user-friendly and affordable service that perfectly incorporates with Gmail, enabling you to improve your operations and focus on your craft. While it may not have the advanced features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re an editor, author, or content developer, can empower you to take control of your freelance journalism profession by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.