As a seasoned freelance journalist, I understand the challenges of handling projects, tracking leads, and nurturing customer relationships. In this post, I will dive into the advantages of utilizing 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 utilize for beginners hey men welcome back in this video I will be revealing you how to utilize How Streak Marketing Sales And Crm Fit Together for your client relations collaboration communication and a lot more so let’s enter into it first of all you need to go to streak.com and you will land on this site right here now is a kind of CRM that we can add to our simple Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is actually remarkable and I’ll show you how to do that as a complete novice it will assist you tailor a perfect procedure for your group and you will have the ability to get your work done now let’s actually enter the process now is readily available as an extension and it’s entirely totally free so as soon as you get to the website you’ll get this choice here which is contribute 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 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 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 simply check in make certain to sign.
into the exact same Gmail that you have actually added the uh you understand streak to now it will ask you for your gain access to and we’re gon na just scroll down and click allow after including this is what your Gmail will look like now you can see here in our simple you understand folders we are getting just recently seen all tracked e-mails and upgraded reply and after that we have this new alternative 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 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 working with so this is where we’ll go produce a brand-new pipeline let’s in fact do that you will click on brand-new pipeline here and we have various alternatives first of all we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have actually a lead gotten in touch with pitched demonstration working out close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern industry offer size business size close rate email thread count days and state and notes so if you want to include another stage you will click this Plus at the top and you will provide your phase a name let’s state that you actually wanted to create another um you know phase here for instance let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can actually select various colors for each of the stages but I think all of these are in fact already developed so this is actually pretty impressive what I will do is I will really get rid of this one and if you seem like there is um I believe pitched and demonstration are type of like the very same thing we just go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s eliminate the demo here and then 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 this plus here and we have free form a date check box drop down General e-mail email tracking job 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 choose this one here this is the field that was actually missing and I’ll actually reorganize and put the notes here alright e-mail thread count close date okay business’s size offer size and Business size all right let’s get rid of the business size and I’m gon na in fact discover something else within the basic where we have created by date produced followers and more so I actually wish to opt for the produced.
by or perhaps the fans since I wish to keep track of my team members that are in fact 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 flexible out there it’s extremely easy to use with design templates we have jobs too within my project once again if I didn’t want to go for these sales if I did with tasks then I can go with the job phases right here and once again the fields the procedure is going to be comparable you will choose these phases from here on this plus button here and you can likewise provide it various various colors we likewise have company Dev here you can see then we have hiring so if you do employing then this is going to be your phases job search financier fundraising others realty assistance and custom-made So within our support you can see we have inbound assigned working on resolved and noise this is in fact respectable and we likewise have customized where I can really start something from the scratch totally according to my organization for me we merely have the sales so I’m gon na choose the sales here and click create personal or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click create now it will just take a second for a street to create a pipeline for me so you can see this actually looks pretty good now I will have the ability to include my Lead Series so you can actually click this drop down and we have handle phase or rename so as I continue as I include different leads here what I I will do is I’ll just merely click and I’ll be able to include it click the top here include a box so click ADD box here and I’m going to add a box in the lead section here and let’s simply call it new and click enter so now you can see we have actually one lead developed 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 new I’m going to include 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 two leads then let’s state there was a called as well there’s one working out so I’ll just simply click brand-new now once you develop a lead we can actually click here and it will now open up 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 produced keep in mind and after that we have welcome colleagues so from here I can invite the staff member 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 publish files and after that 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 develop a lead within your when you’re done with this you can actually 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 2 leads one contacted and something like this and this is where you will be getting your list we can pick various leads from here the stages and we can perform bulk actions such as erasing and sharing too 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 find these phases Integrations and automation this is one of the essential ones click here and you’ll be able to actually integrate um other apps within yourr transfer information for notifications for automations customized builds and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they very quickly and create our CSV files likewise now I can switch to my different folders that we have here and I can produce a brand-new pipeline we can switch to our basic Gmail really quickly from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have actually developed we will even have our merge emails now with our so this is the merge email and with merge e-mail what occurs is I can really develop a follow-up emails and various storage e-mails here and we have active instructs so utilizing is really simple you can begin for free by simply adding the combination and now you know how to utilize as a complete newbie do not.
My Journey as a Freelance Reporter:.
Prior to 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 worked with numerous customers, managed multiple tasks at the same time, and kept a substantial network of contacts. Juggling these duties can be frustrating, and I acknowledged the need for a centralized system to enhance my operations.
In my quest for a service, I checked out different platforms but 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.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly integrates with Gmail, making it perfect for self-employed reporters who heavily depend on e-mail interaction. Here are some crucial advantages of using for your freelance journalism employing process:.
User-friendly Email Tracking and Company:.
permits you to track and arrange your emails effortlessly, offering you a clear introduction of your communications with customers, leads, and collaborators.
You can produce personalized pipelines directly within your inbox, making it simple to handle and monitor the development of your assignments and jobs.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to imagine and handle your sales process from list building to task completion.
You can classify contacts, create customized phases, set tips, and track interactions, guaranteeing that no opportunity slips through the fractures.
Seamless Collaboration and Team Effort:.
helps with partnership by allowing you to share pipelines and communicate with staff member within the platform.
You can assign tasks, share crucial emails, and work together in real-time, enhancing productivity and ensuring everybody stays on the very same page.
‘s flexible workflow system enables you to tailor your pipelines and automate repetitive jobs.
You can develop templates for common email responses, schedule follow-ups, and established suggestions, saving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in independent journalism, provides advantages in terms of coding and software advancement. Here’s how:.
offers a robust API and extensive developer documents, making it easy to integrate with other tools and build custom solutions.
This versatility allows freelance reporters with coding skills to extend the performance of and customize it to their specific needs.
Job Management for Software Application Advancement:.
‘s pipeline feature can be adapted to manage software application advancement projects, from ideation to deployment.
You can produce custom-made stages for different development phases, designate tasks to employee, and track progress effectively.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive user interface and user friendly functions, decreasing the finding out curve.
Customizable pipelines and workflows to adapt to private requirements.
Collective functions that boost team effort and communication.
Developer-friendly API for combination and customization.
Cost-efficient service for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation features.
Reliance on Gmail for full performance, limiting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While deals considerable benefits for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
offers a more budget friendly service, specifically for freelancers and small companies.
HubSpot has a totally free variation, but advanced features need a higher-tier paid subscription.
Features and Complexity:.
supplies a more extensive suite of features, consisting of advanced marketing automation and analytics.
focuses on simpleness and ease of use, offering a streamlined experience.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is advantageous for users greatly reliant on e-mail communication.
As an independent journalist, handling your hiring procedure and customer relationships is paramount to your success. deals a inexpensive and intuitive solution that seamlessly incorporates with Gmail, allowing you to streamline your operations and focus on your craft. While it might not have the advanced features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a material, editor, or writer developer, can empower you to take control of your freelance journalism career by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.