As a seasoned freelance journalist, I understand the obstacles of managing tasks, tracking leads, and supporting customer relationships. In this post, I will delve into the benefits of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey guys invite back in this video I will be showing you how to utilize Crm Streak Tutorial for your consumer relations cooperation interaction and a lot more so let’s enter it firstly you need to go to streak.com and you will land 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 actually turn our Gmail into a platform which is really fantastic and I’ll reveal you how to do that as a complete beginner it will help you personalize a perfect procedure for your team and you will have the ability to get your work done now let’s really enter the process 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 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 on ADD extension and your extension will be added 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 merely sign in ensure to sign.
into the same Gmail that you have actually added the uh you understand streak to now it will ask you for your access and we’re gon na simply scroll down and click allow after adding this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting recently viewed all tracked e-mails and updated 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 combines so you can see this is like our brand-new control panel for here I’ll be able to develop a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go produce a brand-new pipeline let’s actually do that you will click on brand-new pipeline here and we have different choices first of all we have the stages so this is where you will choose these phases for your pipeline and you can really we have a lead gotten in touch with pitched demonstration negotiating close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last email last e-mail from lead Source priority industry deal 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 provide your phase a name let’s state that you in fact wanted to create another um you understand phase here for example 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 in fact choose different colors for each of the stages however I believe all of these are really already produced so this is actually quite 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 kind of like the very same thing we just choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s get rid of the demo here and then we have working out 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 desire so you will click on this plus here and we have free form a date check box fall General e-mail 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 go with this one here this is the field that was in fact missing and I’ll actually reorganize and put the notes here fine email thread count close date okay business’s size deal size and Business size alright let’s eliminate the business size and I’m gon na really discover something else within the basic where we have produced by date produced followers and more so I in fact want to go for the produced.
by or possibly the fans because I want to keep an eye on my employee that are really following this so I will you know put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a great deal of options available within streak is really one of the most convenient and among the most uh you know versatile out there it’s very easy to use with templates we have projects too within my task once again if I didn’t want to choose these sales if I made with jobs then I can go with the task phases right here and again the fields the process is going to be similar you will pick these stages from here on this plus button here and you can also provide it various different colors we also have business Dev here you can see then we have working with so if you do working with then this is going to be your phases task search investor fundraising others property support and custom-made So within our assistance you can see we have actually inbound assigned working on solved and sound this is really respectable and we also have custom-made where I can actually start something from the scratch completely according to my service for me we just 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 a team member so I’m going to opt for the shared one here and click develop now it will just take a 2nd for a street to create a pipeline for me so you can see this actually looks pretty good now I will be able to include my Lead Series so you can really click this fall and we have handle phase or relabel so as I proceed as I include different leads here what I I will do is I’ll just simply click and I’ll be able to add it click on the top here include a box so click on ADD box here and I’m going to add a box in the lead section here and let’s just call it new and click enter so now you can see we have one lead produced let’s state 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 include another lead let’s call it new 2 we can in fact open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work this way now you can see we have 2 leads then let’s state there was a called as well there’s one negotiating so I’ll just merely click on brand-new now when you create 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 produced and we have all of these various columns we have the fields that we produced remember and after that we have invite teammates so from here I can invite the employee we have add columns we have e-mails files and comments you can change to the e-mails 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 meeting notes and we even have our.
accessories so this is how you create a lead within your when you’re made with this you can really click on go into 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 two leads one contacted 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 carry out bulk actions such as deleting and sharing as well uh another thing with srix on top you will have the ability to see we have private option we have these 3 dots where we can discover these phases Combinations and automation this is one of the essential ones click on this link and you’ll be able to in fact incorporate um other apps within yourr transfer information for alerts for automations custom builds and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they very easily and produce our CSV files similarly now I can change to my different folders that we have here and I can produce a brand-new pipeline we can change to our easy Gmail very quickly from here and it will likewise show me the emails that I will be getting for my pipelines that I have actually created we will even have our combine e-mails now with our so this is the combine e-mail and with combine email what happens is I can in fact create a follow-up emails and various storage emails here and we have active instructs so using is actually simple you can get going totally free by just including the combination and now you know how to use as a complete newbie don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me supply some context about my career and how it associates with. As a freelance reporter, I’ve dealt with various customers, handled several projects simultaneously, and kept a comprehensive network of contacts. Juggling these obligations can be frustrating, and I recognized the requirement for a central system to enhance my operations.
In my quest for a solution, I checked out numerous platforms however discovered them to be either too costly or too complicated for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly incorporates with Gmail, making it perfect for freelance journalists who greatly rely on e-mail communication. Here are some key benefits of using for your freelance journalism working with process:.
Intuitive Email Tracking and Organization:.
allows you to track and organize your e-mails effortlessly, providing you a clear overview of your interactions with customers, leads, and collaborators.
You can produce personalized pipelines straight within your inbox, making it simple to keep an eye on the development and handle of your tasks and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and handle your sales procedure from list building to project completion.
You can classify contacts, create custom stages, set suggestions, and track interactions, ensuring that no chance slips through the cracks.
Seamless Partnership and Teamwork:.
helps with cooperation by permitting you to share pipelines and communicate with staff member within the platform.
You can designate jobs, share important emails, and work together in real-time, improving performance and making sure everyone stays on the same page.
‘s versatile workflow system enables you to customize your pipelines and automate repetitive tasks.
You can produce design templates for common e-mail responses, schedule follow-ups, and established tips, conserving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, offers benefits in terms of coding and software advancement. Here’s how:.
provides a robust API and substantial designer documents, making it simple to integrate with other tools and develop customized options.
This versatility enables freelance reporters with coding skills to extend the functionality of and tailor it to their particular requirements.
Job Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to manage software application development projects, from ideation to implementation.
You can develop custom phases for different development phases, assign jobs to employee, and track development effectively.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
Instinctive interface and easy-to-use functions, minimizing the discovering curve.
Personalized pipelines and workflows to adjust to private requirements.
Collective functions that boost teamwork and communication.
Developer-friendly API for combination and personalization.
Cost-efficient solution for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation functions.
Reliance on Gmail for complete performance, limiting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While deals considerable advantages for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more affordable solution, particularly for freelancers and small companies.
HubSpot has a free version, however advanced functions require a higher-tier paid membership.
Features and Intricacy:.
provides a more thorough suite of functions, consisting of innovative marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is advantageous for users greatly reliant on e-mail communication.
As an independent reporter, handling your hiring procedure and customer relationships is critical to your success. deals a instinctive and inexpensive option that effortlessly integrates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it might not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a content, writer, or editor creator, can empower you to take control of your freelance journalism career by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.