As an experienced freelance journalist, I comprehend the challenges of managing projects, tracking leads, and supporting customer relationships. In this post, I will dive into the benefits of using 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 beginners hey people welcome back in this video I will be showing you how to utilize Https Www.Streak.Com Sales Crm-ready-sales-email-templates for your client relations partnership interaction and a lot more so let’s get into it first off 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 contribute to our basic Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is really amazing and I’ll show you how to do that as a complete beginner it will assist you personalize a perfect process for your team and you will be able to get your work done now let’s in fact get into the procedure now is offered as an extension and it’s entirely complimentary so when you get to the website you’ll get this choice 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 on 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 just sign 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 gain access to and we’re gon na merely scroll down and click on enable after adding this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting recently viewed all tracked e-mails and upgraded reply and then we have this 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 merges so you can see this resembles our new dashboard for here I’ll have the ability 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 new pipeline let’s actually do that you will click on brand-new pipeline here and we have different options first off we have the stages so this is where you will select these phases for your pipeline and you can actually we have a lead gotten in touch with pitched demo working out close phone closed uh you understand then we have nurturing alright then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority market deal size business size close rate email thread count days and state and keeps in mind so if you wish to add another phase you will click this Plus at the top and you will offer your phase a name let’s say that you in fact wished to develop another um you know phase here for example 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 really pick different colors for each of the stages however I believe all of these are in fact already produced so this is actually pretty outstanding what I will do is I will in fact get rid of this one and if you seem like there is um I believe pitched and demo are sort of like the exact same thing we simply go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s get rid of the demo here and after that we have working out with negotiating I can choose like in progress or something and now you can see these are my phases then I will scroll down to the fields here with each pipeline what are the different fields that you desire so you will click on this plus here and we have free form a date check box drop down General e-mail email tracking task calls and conferences 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 opt for this one here this is the field that was in fact missing out on and I’ll really reorganize and put the notes here all right email thread count close date alright company’s size offer size and Business size alright let’s get rid of the company size and I’m gon na in fact find something else within the general where we have actually created by date developed followers and more so I really wish to go for the created.
by or possibly the followers since I wish to monitor my staff member that are actually 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 choices available within streak is actually one of the simplest and one of the most uh you understand flexible out there it’s extremely easy to use with design templates we have tasks too within my task once 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 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 different colors we also have company Dev here you can see then we have employing so if you do hiring then this is going to be your phases task search investor fundraising others real estate assistance and custom So within our assistance you can see we have actually incoming designated dealing with fixed and sound this is in fact pretty good and we likewise have customized where I can actually start something from the scratch totally according to my business for me we simply have the sales so I’m gon na choose the sales here and click on create 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 create now it will simply take a 2nd for a street to produce a pipeline for me so you can see this in fact looks pretty good now I will be able to add my Lead Series so you can really click this fall and we have manage stage or relabel so as I continue as I include different 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 section here and let’s simply call it new and click enter so now you can see we have 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 brand-new I’m going to include another lead let’s call it brand-new 2 we can in fact 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 2 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 when you develop a lead we can in fact click here and it will now open up the different fields that we added so this is a new Elite that I developed and we have all of these different columns we have the fields that we created keep in mind and then we have invite colleagues so from here I can invite the team members we have add columns we have emails files and comments you can change to the emails and it will reveal you the emails that you got in files we can even publish files and after that we have the remarks at the top here again we have the call log we have our conference notes and we even have our.
attachments so this is how you create a lead within your once you’re made with this you can really click on enter and it will be closed now it will reveal 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 select different leads from here the stages and we can perform bulk actions such as deleting and sharing as well uh another thing with srix at the top you will be able to see we have personal alternative we have these three dots where we can find these stages Integrations and automation this is one of the crucial ones click on this link and you’ll be able to actually incorporate um other apps within yourr transfer data for notices for automations custom-made constructs and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they really quickly and develop our CSV files similarly 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 simple Gmail really easily from here and it will likewise show me the emails that I will be getting for my pipelines that I have produced we will even have our merge emails now with our so this is the combine email and with merge e-mail what happens is I can really produce a follow-up emails and various storage emails here and we have active advises so using is truly easy you can get going for free by just adding the integration and now you understand how to utilize as a complete novice do not.
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 connects to. As an independent reporter, I’ve dealt with numerous clients, managed several 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 mission for an option, I explored various platforms however found them to be either too expensive or too complicated for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly integrates with Gmail, making it perfect for self-employed reporters who heavily count on e-mail interaction. Here are some essential advantages of using for your freelance journalism working with procedure:.
User-friendly Email Tracking and Company:.
allows you to track and organize your e-mails effortlessly, providing you a clear summary of your interactions with customers, leads, and partners.
You can create adjustable pipelines directly within your inbox, making it easy to monitor the development and handle of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and handle your sales process from lead generation to job completion.
You can classify contacts, develop custom-made stages, set reminders, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Partnership and Teamwork:.
facilitates partnership by allowing you to share pipelines and communicate with team members within the platform.
You can appoint tasks, share essential e-mails, and work together in real-time, boosting efficiency and ensuring everybody remains on the very same page.
‘s flexible workflow system allows you to customize your pipelines and automate repeated tasks.
You can produce templates for common e-mail reactions, schedule follow-ups, and established suggestions, conserving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, provides advantages in terms of coding and software development. Here’s how:.
offers a robust API and substantial developer paperwork, making it easy to integrate with other tools and develop customized services.
This versatility permits independent journalists with coding skills to extend the functionality of and tailor it to their particular requirements.
Task Management for Software Application Advancement:.
‘s pipeline function can be adjusted to handle software advancement jobs, from ideation to implementation.
You can create custom phases for different advancement phases, assign jobs to team members, and track development efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and easy-to-use features, decreasing the discovering curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collective functions that boost teamwork and communication.
Developer-friendly API for combination and personalization.
Cost-effective solution for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for full performance, limiting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers substantial benefits for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more cost effective solution, especially for freelancers and small businesses.
HubSpot has a complimentary version, however advanced functions require a higher-tier paid subscription.
Functions and Complexity:.
provides a more detailed suite of functions, consisting of innovative marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Both and integrate with various third-party tools.
‘s seamless integration with Gmail is advantageous for users heavily reliant on email interaction.
As a self-employed reporter, managing your hiring procedure and customer relationships is vital to your success. deals a user-friendly and affordable solution that seamlessly integrates with Gmail, enabling you to streamline your operations and focus on your craft. While it may not have the innovative functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a author, editor, or content developer, can empower you to take control of your freelance journalism profession by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.