As a skilled freelance reporter, I comprehend the challenges of handling tasks, tracking leads, and nurturing customer relationships. In this short article, I will dive into the benefits of using 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 novices hey people invite back in this video I will be showing you how to use Import Companies Into Streak Crm for your customer relations partnership communication and far more so let’s enter into it first off you require 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 really incredible and I’ll reveal you how to do that as a complete beginner it will help you customize a best procedure for your team and you will be able to get your work done now let’s in fact get into the process now is available as an extension and it’s entirely complimentary so when you get to the website you’ll get this choice here which is contribute 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 add to Chrome click on ADD extension and your extension will be included alright 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 merely sign in make certain to sign.
into the very same Gmail that you have included 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 permit after including 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 e-mails and upgraded reply and then 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 merges so you can see this resembles our brand-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 produce a brand-new pipeline let’s really do that you will click on brand-new pipeline here and we have different alternatives first off we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have a lead contacted pitched demo negotiating close phone closed uh you understand then we have nurturing all right then we have Fields so in fields we have a date of last email last email from lead Source priority industry deal size business size close rate e-mail thread count days and state and keeps in mind so if you want to add another stage you will click this Plus on top and you will give your stage a name let’s state that you actually wished to create another um you understand stage here for example let’s state I didn’t have no strings so I can produce right here.
and you can provide it your color so we can really select various colors for each of the stages however I think all of these are in fact already produced so this is actually pretty remarkable what I will do is I will in fact get rid of this one and if you feel like there is um I believe pitched and demo are type of like the very same thing we simply go with the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s eliminate the demonstration 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 phases then I will scroll down to the fields here with each pipeline what are the different fields that you want so you will click on this plus here and we have totally free form a date check box drop down General email email tracking task calls and conferences 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 opt for this one here this is the field that was really missing and I’ll in fact rearrange and put the notes here fine email thread count close date fine company’s size offer 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 created by date created followers and more so I actually wish to go for the developed.
by or maybe the fans because I wish to track 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 desired for my pipeline now you can see there are a lot of alternatives available within streak is really one of the most convenient and among the most uh you understand versatile out there it’s extremely easy to use with design templates we have jobs too within my job again if I didn’t wish to go for these sales if I finished with projects then I can go with the task phases right here and once again the fields the procedure is going to be similar you will choose these phases from here on this plus button here and you can likewise provide it various different colors we also 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 real estate support and customized So within our support you can see we have actually incoming appointed working on solved and sound this is actually pretty good and we also have custom where I can really start something from the scratch completely according to my organization for me we simply have the sales so I’m gon na choose the sales here and click produce private or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click on 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 have the ability to include my Lead Series so you can in fact click on this fall and we have manage phase or relabel so as I continue as I add various leads here what I I will do is I’ll just merely click and I’ll have the ability to add 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 on 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 include one here let’s just for now let’s call it new I’m going to add another lead let’s call it new 2 we can really open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work in this manner now you can see we have two leads then let’s state there was a contacted also there’s one negotiating so I’ll just merely click on brand-new now as soon as you develop a lead we can in fact click here and it will now open the various fields that we included so this is a new Elite that I created and we have all of these various columns we have the fields that we created keep in mind and then we have welcome teammates so from here I can welcome the team members we have include columns we have emails files and comments you can change to the e-mails 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 once again we have the call log we have our meeting notes and we even have our.
attachments so this is how you create a lead within your when you’re done with this you can actually click 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 called and something like this and this is where you will be getting your list we can select various leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh another thing with srix on top you will be able to see we have private option we have these three dots where we can find these phases Integrations and automation this is one of the crucial ones click here and you’ll be able to in fact incorporate um other apps within yourr transfer information for notices for automations custom-made builds and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they extremely easily and create our CSV files similarly now I can change to my various folders that we have here and I can produce a new pipeline we can switch to our simple Gmail extremely quickly from here and it will likewise show me the emails that I will be receiving for my pipelines that I have actually developed we will even have our merge e-mails now with our so this is the combine email and with merge email what occurs is I can actually produce a follow-up e-mails and various storage e-mails here and we have active instructs so utilizing is really simple you can get started totally free by simply adding the combination and now you understand how to use as a complete novice don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me provide some context about my career and how it associates with. As an independent reporter, I’ve worked with many clients, handled numerous projects all at once, and maintained a comprehensive network of contacts. Juggling these duties can be frustrating, and I acknowledged the requirement for a central system to streamline my operations.
In my quest for an option, I explored various platforms however found them to be either too costly or too complex for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly integrates with Gmail, making it perfect for self-employed journalists who greatly depend on e-mail interaction. Here are some key benefits of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Company:.
permits you to track and organize your e-mails easily, providing you a clear introduction of your interactions with clients, leads, and partners.
You can create personalized pipelines directly within your inbox, making it simple to keep track of the progress and manage of your jobs and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to envision and handle your sales process from list building to job completion.
You can categorize contacts, produce custom stages, set reminders, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Cooperation and Teamwork:.
helps with collaboration by enabling you to share pipelines and interact with employee within the platform.
You can appoint jobs, share important emails, and team up in real-time, boosting performance and making sure everyone remains on the same page.
‘s versatile workflow system allows you to tailor your pipelines and automate recurring jobs.
You can create design templates for typical email actions, schedule follow-ups, and established reminders, saving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, provides advantages in terms of coding and software application development. Here’s how:.
provides a robust API and extensive designer paperwork, making it simple to integrate with other tools and develop customized solutions.
This versatility permits freelance journalists with coding skills to extend the performance of and customize it to their particular requirements.
Project Management for Software Application Advancement:.
‘s pipeline function can be adapted to handle software application advancement tasks, from ideation to deployment.
You can create custom-made stages for different development stages, appoint tasks to employee, and track development effectively.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive interface and user friendly features, reducing the discovering curve.
Personalized pipelines and workflows to adapt to private requirements.
Collective functions that boost teamwork and interaction.
Developer-friendly API for integration and personalization.
Cost-efficient solution for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for full performance, limiting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While deals significant benefits for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more budget friendly option, particularly for freelancers and small businesses.
HubSpot has a complimentary version, however advanced features require a higher-tier paid subscription.
Functions and Complexity:.
provides a more extensive suite of features, including advanced marketing automation and analytics.
concentrates on simpleness and ease of use, offering a streamlined experience.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is helpful for users greatly reliant on email interaction.
As a freelance reporter, managing your hiring procedure and customer relationships is paramount to your success. deals a budget-friendly and user-friendly solution that perfectly integrates with Gmail, allowing you to improve your operations and concentrate on your craft. While it may not have the innovative features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a material, editor, or author creator, can empower you to take control of your freelance journalism profession by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.