As a seasoned freelance journalist, I understand the difficulties of managing jobs, tracking leads, and nurturing customer relationships. In this post, I will dive into the advantages of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for novices hey guys welcome back in this video I will be revealing you how to utilize Crm Di Streak for your customer relations partnership interaction and far more so let’s get into it first of all you need to go to streak.com and you will arrive at 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 actually turn our Gmail into a platform which is actually remarkable and I’ll show you how to do that as a total newbie it will help you tailor an ideal procedure for your team and you will be able to get your work done now let’s in fact enter the process now is readily available as an extension and it’s completely free so when you get to the site you’ll get this choice 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 add to Chrome click ADD extension and your extension will be added fine 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 make certain to sign.
into the same Gmail that you have added the uh you understand streak to now it will ask you for your access and we’re gon na merely scroll down and click enable after adding this is what your Gmail will appear like now you can see here in our simple you know folders we are getting just recently viewed all tracked e-mails and updated reply and after that we have this brand-new option which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this is like our brand-new control panel for here I’ll be able to develop a new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go develop a new pipeline let’s really do that you will click new pipeline here and we have various choices firstly we have the stages so this is where you will select these stages for your pipeline and you can really we have a lead called pitched demonstration working out close phone closed uh you understand then we have supporting alright then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority industry offer size business size close rate email thread count days and state and keeps in mind so if you want to add another phase you will click on this Plus on top and you will give your phase a name let’s say that you really wished to develop another um you know 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 think all of these are really currently created so this is actually pretty excellent what I will do is I will actually eliminate this one and if you seem like there is um I think pitched and demo are kind of like the very 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 then 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 different fields that you want so you will click this plus here and we have totally free kind a date check box drop down General email e-mail tracking task 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 in fact missing and I’ll in fact rearrange and put the notes here fine e-mail thread count close date all right company’s size deal size and Company size okay let’s eliminate the company size and I’m gon na actually discover something else within the general where we have actually produced by date developed followers and more so I in fact want to choose the developed.
by or perhaps the fans because I wish to monitor my staff member that are really following this so I will you understand 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 great deal of alternatives offered within streak is really among the simplest and among the most uh you understand versatile out there it’s really easy to use with templates we have tasks too within my task again if I didn’t wish to choose these sales if I finished with tasks then I can choose the task phases right here and again the fields the process is going to be similar you will pick these phases from here on this plus button here and you can likewise offer it different various colors we also have organization Dev here you can see then we have working with so if you do employing then this is going to be your stages job search investor fundraising others real estate support and custom So within our support you can see we have incoming assigned working on dealt with and sound this is in fact pretty good and we also have customized where I can really 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 develop private or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click develop now it will simply take a second for a street to create 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 really click this fall and we have handle phase or relabel so as I continue as I include various leads here what I I will do is I’ll just merely click and I’ll be able to include it click on the top here add a box so click on ADD box here and I’m going to add a box in the lead area here and let’s simply call it new and click on get in so now you can see we have actually one lead produced let’s state that there is really 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 brand-new two we can in fact open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work this way now you can see we have 2 leads then let’s say there was a gotten in touch with as well there’s one working out so I’ll just simply click new now once you produce a lead we can in fact click on this link and it will now open up the various fields that we added so this is a new Elite that I created and we have all of these different columns we have the fields that we created remember 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 change 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 conference notes and we even have our.
accessories so this is how you create a lead within your once you’re made 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 data gathered here and at the top we’re getting our account such as two leads one gotten in touch with and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can perform bulk actions such as erasing and sharing also uh one more thing with srix on top you will have the ability to see we have personal choice we have these 3 dots where we can find these stages Integrations and automation this is one of the important ones click on this link and you’ll have the ability to actually integrate um other apps within yourr transfer data for notices for automations customized constructs and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they very easily and produce our CSV files similarly now I can change to my different folders that we have here and I can develop a brand-new pipeline we can switch to our simple Gmail extremely easily from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our combine emails now with our so this is the merge e-mail and with merge email what takes place is I can in fact develop a follow-up emails and different storage e-mails here and we have active advises so using is actually simple you can get started for free by simply including the combination and now you know how to use as a complete beginner don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me offer some context about my career and how it relates to. As an independent journalist, I’ve worked with various customers, managed numerous projects all at once, and kept a comprehensive network of contacts. Balancing these obligations can be frustrating, and I recognized the need for a centralized system to streamline my operations.
In my quest for a service, I explored numerous platforms however found them to be either too costly or too complicated for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly integrates with Gmail, making it perfect for independent journalists who heavily rely on e-mail communication. Here are some essential advantages of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Organization:.
permits you to track and organize your e-mails easily, giving you a clear summary of your interactions with customers, leads, and partners.
You can produce adjustable pipelines straight within your inbox, making it easy to handle and keep an eye on the development of your assignments and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and manage your sales process from lead generation to project completion.
You can classify contacts, develop customized phases, set pointers, and track interactions, guaranteeing that no chance slips through the cracks.
Seamless Collaboration and Team Effort:.
assists in cooperation by allowing you to share pipelines and interact with employee within the platform.
You can assign jobs, share essential emails, and work together in real-time, enhancing performance and making sure everyone stays on the very same page.
‘s versatile workflow system enables you to tailor your pipelines and automate repetitive jobs.
You can produce design templates for typical e-mail responses, schedule follow-ups, and established suggestions, saving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, provides benefits in regards to coding and software development. Here’s how:.
provides a robust API and substantial designer documents, making it simple to incorporate with other tools and construct custom options.
This flexibility allows self-employed reporters with coding abilities to extend the functionality of and customize it to their specific requirements.
Task Management for Software Advancement:.
‘s pipeline function can be adapted to manage software application development jobs, from ideation to release.
You can produce custom-made stages for various advancement phases, designate tasks to employee, and track progress effectively.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and user friendly functions, lessening the learning curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collaborative features that improve teamwork and interaction.
Developer-friendly API for integration and personalization.
Economical service for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation features.
Reliance on Gmail for complete functionality, restricting compatibility with other email companies.
Contrast with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more cost effective service, specifically for freelancers and small companies.
HubSpot has a totally free version, but advanced features require a higher-tier paid subscription.
Functions and Complexity:.
offers a more comprehensive suite of functions, consisting of innovative marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is beneficial for users greatly reliant on email interaction.
As an independent reporter, handling your hiring process and customer relationships is vital to your success. deals a budget-friendly and intuitive solution that effortlessly integrates with Gmail, allowing you to enhance your operations and focus on your craft. While it may not have the innovative functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a author, material, or editor developer, can empower you to take control of your freelance journalism profession by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.