As a skilled freelance journalist, I comprehend the challenges of managing jobs, tracking leads, and supporting client relationships. In this short article, I will dive into the advantages of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for beginners hey guys invite back in this video I will be showing you how to use Wix Crm Vs Streak for your consumer relations cooperation interaction and much more so let’s get into it firstly 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 easy 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 show you how to do that as a complete beginner it will assist you customize a perfect process for your team and you will be able to get your work done now let’s really enter into the procedure now is available as an extension and it’s completely complimentary so once you get to the site you’ll get this option 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 on contribute 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 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 simply check in make sure to sign.
into the very same Gmail that you have actually included the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click on permit after including this is what your Gmail will look like now you can see here in our basic you understand folders we are getting recently seen all tracked e-mails and upgraded reply and then we have this brand-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 is like our new control panel for here I’ll be able to produce a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go develop a new pipeline let’s in fact do that you will click new pipeline here and we have various alternatives to start with we have the stages so this is where you will pick these phases for your pipeline and you can really we have actually a lead called pitched demonstration negotiating close phone closed uh you know then we have supporting fine then we have Fields so in fields we have a date of last email last email from lead Source priority market offer size company size close rate e-mail thread count days and state and keeps in mind so if you want to include another stage you will click on this Plus on top and you will provide your stage a name let’s state that you actually wanted to develop 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 really choose different colors for each of the stages but I believe all of these are actually already created so this is really pretty remarkable what I will do is I will actually get rid of this one and if you seem like there is um I think pitched and demo are sort of like the exact same thing we simply choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s get rid of the demo here and after that 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 complimentary type a date check box fall General email email 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 opt for this one here this is the field that was actually missing and I’ll actually rearrange and put the notes here okay e-mail thread count close date fine business’s size offer size and Business size all right let’s get rid of the business size and I’m gon na actually find something else within the general where we have actually created by date developed fans and more so I actually want to choose the created.
by or perhaps the followers since I want to keep an eye on my team members 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 options available within streak is in fact among the easiest and one of the most uh you know versatile out there it’s really easy to use with templates we have projects too within my task again if I didn’t wish to choose these sales if I finished with projects 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 phases from here on this plus button here and you can likewise provide it different various colors we also have service Dev here you can see then we have working with so if you do working with then this is going to be your phases job search investor fundraising others real estate assistance and custom-made So within our assistance you can see we have actually incoming appointed working on dealt with and noise this is actually respectable and we likewise have customized where I can really start something from the scratch totally according to my organization for me we simply have the sales so I’m gon na opt for the sales here and click develop 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 create now it will just take a second for a street to produce a pipeline for me so you can see this actually looks respectable now I will be able to add my Lead Series so you can really click on this fall and we have handle 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 add it click the top here include a box so click on ADD box here and I’m going to include a box in the lead section here and let’s just call it brand-new and click on go into 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 include 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 called as well there’s one negotiating so I’ll just merely click on brand-new now as soon as you produce a lead we can actually click on this link and it will now open the different fields that we included so this is a brand-new Elite that I developed and we have all of these different columns we have the fields that we produced keep in mind and after that we have invite colleagues so from here I can invite the employee we have include columns we have e-mails files and comments you can switch to the e-mails and it will reveal you the e-mails that you got in files we can even submit files and after that we have the comments at the top here again we have the call log we have our meeting notes and we even have our.
attachments so this is how you produce a lead within your once you’re finished with this you can in fact click on go into 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 two leads one contacted and something like this and this is where you will be getting your list we can choose different 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 be able to see we have personal option we have these 3 dots where we can discover these phases Combinations and automation this is one of the important ones click on this link and you’ll be able to actually incorporate um other apps within yourr transfer information for notifications for automations customized develops and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they very easily and develop our CSV files similarly now I can switch to my various folders that we have here and I can produce a new pipeline we can switch to our easy Gmail really easily from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have developed we will even have our combine emails now with our so this is the combine e-mail and with merge email what occurs is I can actually create a follow-up emails and different storage e-mails here and we have active advises so using is truly simple you can start totally free by simply adding the integration and now you understand how to utilize as a complete newbie don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me provide some context about my profession and how it relates to. As an independent reporter, I have actually dealt with various clients, handled multiple tasks concurrently, and preserved a substantial network of contacts. Juggling these obligations can be overwhelming, and I recognized the need for a central system to improve my operations.
In my quest for a service, I checked out different platforms but discovered them to be either too costly or too complex for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly incorporates with Gmail, making it perfect for freelance journalists who heavily rely on e-mail communication. Here are some crucial benefits of using for your freelance journalism employing process:.
Instinctive Email Tracking and Organization:.
allows you to track and arrange your emails effortlessly, providing you a clear overview of your interactions with clients, leads, and partners.
You can develop adjustable pipelines directly within your inbox, making it simple to keep track of the development and manage of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and handle your sales process from lead generation to task conclusion.
You can categorize contacts, create customized phases, set tips, and track interactions, ensuring that no opportunity slips through the fractures.
Seamless Partnership and Teamwork:.
assists in partnership by allowing you to share pipelines and interact with staff member within the platform.
You can assign jobs, share important emails, and collaborate in real-time, improving performance and ensuring everybody remains on the same page.
Personalized Workflows:.
‘s flexible workflow system allows you to tailor your pipelines and automate repeated jobs.
You can develop design templates for typical email actions, schedule follow-ups, and established pointers, conserving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, uses advantages in regards to coding and software application advancement. Here’s how:.
Developer-Friendly Combination:.
supplies a robust API and extensive developer paperwork, making it easy to incorporate with other tools and build custom options.
This versatility allows independent journalists with coding abilities to extend the functionality of and tailor it to their particular requirements.
Task Management for Software Application Development:.
‘s pipeline function can be adapted to manage software development tasks, from ideation to deployment.
You can develop custom-made stages for various development stages, appoint tasks to employee, and track development efficiently.
Pros and Cons of
Pros:.
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive interface and user friendly features, minimizing the learning curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collaborative features that enhance teamwork and communication.
Developer-friendly API for integration and modification.
Economical option for freelancers and small businesses.
Cons:.
Limited reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation functions.
Reliance on Gmail for full performance, restricting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While deals considerable advantages for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
Expense:.
offers a more budget-friendly solution, especially for freelancers and small businesses.
HubSpot has a complimentary version, but advanced features need a higher-tier paid subscription.
Functions and Complexity:.
offers a more detailed suite of functions, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, using a streamlined experience.
Combination:.
Both and integrate with different third-party tools.
‘s seamless integration with Gmail is useful for users greatly reliant on email interaction.
Conclusion:.
As an independent reporter, handling your hiring process and client relationships is vital to your success. deals a instinctive and affordable solution that seamlessly integrates with Gmail, allowing you to simplify your operations and focus on your craft. While it might not have the advanced features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a writer, editor, or material developer, can empower you to take control of your freelance journalism career 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.