As a seasoned freelance journalist, I understand the difficulties of managing tasks, tracking leads, and supporting client relationships. In this article, I will dive into the advantages of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey guys welcome back in this video I will be showing you how to use Reddit Streak Crm Salesforce Vs for your client relations cooperation interaction and far more so let’s enter into it firstly you require to go to streak.com and you will arrive on this website 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 actually turn our Gmail into a platform which is really fantastic and I’ll reveal you how to do that as a total novice it will assist you tailor a best process 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 totally free so once you get to the site you’ll get this option 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 contribute to Chrome click on ADD extension and your extension will be included all right 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 just sign in make sure to sign.
into the 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 simply scroll down and click on enable after including this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting recently seen all tracked e-mails and upgraded reply and then 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 merges so you can see this is like our new control panel for here I’ll have the ability to produce a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go develop a new pipeline let’s in fact do that you will click on brand-new pipeline here and we have various choices to start with we have the stages so this is where you will select these stages for your pipeline and you can actually we have actually a lead gotten in touch with pitched demo working out 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 e-mail from lead Source concern industry deal size company size close rate email thread count days and state and keeps in mind so if you wish to add another phase you will click on this Plus on top and you will provide your phase a name let’s say that you in fact wished to create another um you understand phase here for instance let’s say I didn’t have no strings so I can develop right here.
and you can give it your color so we can really choose various colors for each of the stages but I believe all of these are in fact already developed so this is in fact quite remarkable what I will do is I will actually 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 choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s eliminate the demo here and after that we have working out 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 on this plus here and we have totally free type a date check box drop down General e-mail email tracking task calls and conferences so I do not see anything for the course and conferences 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 out on and I’ll in fact reorganize and put the notes here all right email thread count close date fine company’s size deal size and Business size okay let’s get rid of the business size and I’m gon na in fact discover something else within the basic where we have actually produced by date produced followers and more so I really want to opt for the created.
by or maybe the fans due to the fact that I want to keep track of my staff member 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 readily available within streak is in fact one of the simplest and among the most uh you know flexible out there it’s extremely easy to use with templates we have jobs too within my task once again if I didn’t wish to go for these sales if I finished with projects then I can choose the task stages right here and once again the fields the procedure is going to be comparable you will choose these stages from here on this plus button here and you can also provide it various various colors we likewise have business Dev here you can see then we have hiring so if you do hiring then this is going to be your stages job search investor fundraising others real estate support and customized So within our assistance you can see we have inbound assigned dealing with resolved and sound this is in fact respectable and we also have custom where I can really start something from the scratch absolutely according to my organization for me we simply have the sales so I’m gon na choose the sales here and click on create personal 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 create now it will simply take a second for a street to produce a pipeline for me so you can see this really looks respectable now I will have the ability to add my Lead Series so you can actually click on this drop down and we have manage phase 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 be able to include it click on the top here include a box so click ADD box here and I’m going to include a box in the lead area here and let’s simply call it new and click on go into so now you can see we have actually one lead created let’s state that there is actually 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 brand-new two 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 in this manner now you can see we have 2 leads then let’s say there was a contacted as well there’s one negotiating so I’ll just simply click on new now as soon as you create a lead we can in fact click on this link and it will now open the different fields that we included so this is a new Elite that I developed and we have all of these various columns we have the fields that we created remember and then we have welcome teammates so from here I can invite the team members we have include columns we have emails files and remarks you can switch to the e-mails and it will reveal you the emails that you got in files we can even submit files and then we have the comments at the top here 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 as soon as you’re made with this you can actually click enter and it will be closed now it will show you something like this we have all of our data collected 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 pick different leads from here the stages and we can carry out bulk actions such as erasing and sharing as well uh another thing with srix at the top you will be able to see we have personal choice we have these 3 dots where we can discover these stages Combinations and automation this is one of the essential ones click on this link and you’ll be able to really integrate um other apps within yourr transfer data for notices for automations custom builds and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really easily and create our CSV files likewise now I can change to my different folders that we have here and I can create a new pipeline we can change to our basic Gmail extremely quickly from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have actually developed we will even have our combine e-mails now with our so this is the merge email and with combine e-mail what happens is I can actually develop a follow-up e-mails and different storage emails here and we have active instructs so using is truly simple you can start free of charge by just adding the integration and now you know how to utilize as a complete novice 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 a freelance reporter, I have actually worked with numerous customers, managed several jobs at the same time, and maintained a substantial network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the requirement for a central system to simplify my operations.
In my quest for an option, I explored various platforms however discovered them to be either too costly or too intricate for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly integrates with Gmail, making it ideal for freelance reporters who heavily rely on email communication. Here are some essential benefits of using for your freelance journalism working with process:.
User-friendly Email Tracking and Organization:.
enables you to track and organize your e-mails effortlessly, offering you a clear summary of your communications with customers, leads, and partners.
You can create adjustable pipelines directly within your inbox, making it easy to manage and monitor the progress of your tasks and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and handle your sales procedure from lead generation to task completion.
You can categorize contacts, produce custom phases, set suggestions, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Collaboration and Teamwork:.
assists in partnership by allowing you to share pipelines and communicate with staff member within the platform.
You can designate tasks, share crucial emails, and team up in real-time, boosting productivity and guaranteeing everybody remains on the same page.
‘s versatile workflow system enables you to tailor your pipelines and automate repeated tasks.
You can create templates for typical email reactions, schedule follow-ups, and established tips, conserving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in independent journalism, provides benefits in terms of coding and software development. Here’s how:.
supplies a robust API and comprehensive developer documents, making it simple to integrate with other tools and develop customized solutions.
This flexibility enables self-employed journalists with coding abilities to extend the functionality of and customize it to their particular needs.
Task Management for Software Advancement:.
‘s pipeline function can be adapted to manage software application development tasks, from ideation to release.
You can develop customized stages for different advancement phases, appoint jobs to staff member, and track progress effectively.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly user interface and user friendly features, minimizing the learning curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collaborative functions that enhance team effort and communication.
Developer-friendly API for combination and modification.
Cost-effective service for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for full functionality, limiting compatibility with other email providers.
Comparison with HubSpot CRM:.
While deals substantial advantages for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more cost effective solution, specifically for freelancers and small companies.
HubSpot has a totally free version, but advanced functions need a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more extensive suite of features, consisting of sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, providing a structured experience.
Both and integrate with different third-party tools.
‘s seamless combination with Gmail is helpful for users greatly reliant on e-mail interaction.
As a self-employed reporter, handling your hiring process and client relationships is paramount to your success. deals a intuitive and budget-friendly solution that flawlessly integrates with Gmail, enabling you to enhance your operations and focus on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re an editor, material, or writer creator, can empower you to take control of your freelance journalism profession by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.