As a skilled freelance journalist, I understand the obstacles of handling tasks, tracking leads, and nurturing customer relationships. In this article, I will dig into the advantages 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 beginners hey men welcome back in this video I will be revealing you how to utilize 80Startups-our Partners In Growth- Streak Crm for your customer relations partnership communication and far more so let’s enter into it to start with you require to go to streak.com and you will land on this site right here now is a sort of CRM that we can contribute 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 incredible and I’ll reveal you how to do that as a total novice it will assist you tailor a perfect process for your group and you will be able to get your work done now let’s actually enter the procedure now is available as an extension and it’s entirely totally free so once you get to the website you’ll get this alternative here which is add to Chrome and you’re.
going to pick 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 okay it’s done and now it is contributing 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 certain 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 gain access to and we’re gon na simply scroll down and click on permit 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 seen all tracked emails and updated reply and after that we have this brand-new alternative 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 is like our brand-new dashboard for here I’ll be able to develop a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go develop a brand-new pipeline let’s actually do that you will click on brand-new pipeline here and we have different alternatives firstly we have the stages so this is where you will choose these phases for your pipeline and you can really we have actually a lead contacted pitched demo 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 top priority market offer size business size close rate email thread count days and state and keeps in mind so if you want to include another stage you will click this Plus on top and you will give your stage a name let’s state that you really wished to develop another um you understand phase here for example let’s state I didn’t have no strings so I can develop right here.
and you can offer it your color so we can in fact choose various colors for each of the stages but I believe all of these are really already produced so this is in fact quite impressive what I will do is I will actually get rid of this one and if you feel like there is um I believe pitched and demo are kind of like the same thing we simply opt for 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 negotiating 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 want so you will click this plus here and we have totally free kind a date check box fall General e-mail email tracking task calls and meetings 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 opt for this one here this is the field that was actually missing out on and I’ll really rearrange and put the notes here okay e-mail thread count close date all right company’s size offer size and Company 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 developed by date developed followers and more so I in fact wish to opt for the produced.
by or possibly the followers due to the fact that I want to monitor my employee 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 choices readily available within streak is really one of the simplest and one of the most uh you understand versatile out there it’s extremely easy to use with design templates we have jobs too within my task once again if I didn’t wish to opt for these sales if I made with jobs then I can choose the job stages right here and once again the fields the process is going to be comparable you will select these stages from here on this plus button here and you can also offer it different various colors we likewise have company Dev here you can see then we have employing so if you do working with then this is going to be your stages job search financier fundraising others property support and custom-made So within our support you can see we have actually inbound assigned working on dealt with and noise this is really respectable and we also have custom where I can really start something from the scratch completely according to my business for me we merely have the sales so I’m gon na opt for the sales here and click on develop personal or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click on develop now it will simply take a 2nd for a street to create a pipeline for me so you can see this in fact looks respectable now I will be able to include my Lead Series so you can in fact click on this fall and we have manage phase or relabel so as I proceed as I include various leads here what I I will do is I’ll just merely click and I’ll have the ability to include it click the top here include a box so click on ADD box here and I’m going to add a box in the lead area here and let’s just 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 add another lead let’s call it new 2 we can actually open this up in a 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 two leads then let’s state there was a contacted as well there’s one working out so I’ll just merely click on new now once you develop a lead we can actually click here and it will now open the various fields that we added so this is a brand-new Elite that I developed and we have all of these various columns we have the fields that we created remember and after that we have welcome 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 show you the emails that you got in files we can even upload files and after that we have the comments 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 develop a lead within your when you’re finished with this you can actually click on get in and it will be closed now it will show 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 select different leads from here the stages and we can perform bulk actions such as deleting and sharing as well uh one more thing with srix at the top you will have the ability to see we have personal option we have these 3 dots where we can discover these stages Combinations and automation this is among the important ones click on this link and you’ll have the ability to really incorporate um other apps within yourr transfer information for alerts for automations customized builds and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they really easily and create our CSV files similarly now I can switch to my various folders that we have here and I can develop a new pipeline we can change to our simple Gmail extremely quickly from here and it will also show me the emails 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 email and with combine e-mail what occurs is I can really create a follow-up e-mails and different storage e-mails here and we have active instructs so using is really simple you can get going totally free by just adding the combination and now you know how to use as a total newbie don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me offer some context about my career and how it associates with. As a self-employed journalist, I’ve worked with various customers, managed numerous jobs all at once, and preserved an extensive network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the need for a central system to streamline my operations.
In my mission for an option, I checked out different platforms but found them to be either too complicated or too expensive for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly incorporates with Gmail, making it ideal for self-employed reporters who heavily rely on email communication. Here are some key benefits of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Organization:.
enables you to track and organize your emails easily, providing you a clear summary of your interactions with customers, leads, and partners.
You can produce personalized pipelines straight within your inbox, making it easy to keep an eye on the progress and manage of your tasks and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to envision and handle your sales process from list building to task conclusion.
You can categorize contacts, create custom stages, set pointers, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Cooperation and Team Effort:.
helps with collaboration by enabling you to share pipelines and communicate with staff member within the platform.
You can designate tasks, share crucial emails, and team up in real-time, boosting productivity and making sure everyone remains on the same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repetitive jobs.
You can create design templates for common e-mail actions, schedule follow-ups, and established reminders, saving you valuable time and effort.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, offers advantages in terms of coding and software application advancement. Here’s how:.
supplies a robust API and comprehensive developer documentation, making it simple to incorporate with other tools and construct custom-made options.
This versatility enables freelance journalists with coding abilities to extend the functionality of and tailor it to their particular needs.
Job Management for Software Advancement:.
‘s pipeline feature can be adapted to manage software development jobs, from ideation to release.
You can create custom stages for different development phases, appoint tasks to employee, and track progress effectively.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and user friendly features, minimizing the learning curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collective features that improve team effort and interaction.
Developer-friendly API for combination and modification.
Affordable service for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Reliance on Gmail for full functionality, limiting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While offers significant advantages for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more affordable solution, especially for freelancers and small businesses.
HubSpot has a free version, but advanced features require a higher-tier paid subscription.
Features and Intricacy:.
offers a more comprehensive suite of features, consisting of sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, using a streamlined experience.
Both and integrate with different third-party tools.
‘s smooth combination with Gmail is beneficial for users heavily reliant on email interaction.
As an independent journalist, managing your hiring procedure and customer relationships is vital to your success. deals a inexpensive and instinctive solution that seamlessly integrates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it might not have the advanced functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a author, editor, or material creator, can empower you to take control of your freelance journalism career by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.