As a skilled freelance reporter, I understand the difficulties of handling projects. Sales Navigator Streak Crm …tracking leads, and supporting client relationships. Over the years, I have actually experimented with various tools to enhance my workflow and enhance efficiency. One tool that has really transformed my hiring procedure. In this post, I will delve into the benefits of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for novices hey men invite back in this video I will be showing you how to use Sales Navigator Streak Crm for your consumer relations collaboration communication and much 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 sort of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is actually remarkable and I’ll reveal you how to do that as a complete beginner it will help you tailor a best procedure for your group and you will have the ability to get your work done now let’s actually enter into the procedure now is readily available as an extension and it’s completely totally free so as soon as you get to the website you’ll get this choice here which is add 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 on add to Chrome click ADD extension and your extension will be added all right it’s done and now it is contributing 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 sign in make sure to sign.
into the same Gmail that you have added the uh you know streak to now it will ask you for your access and we’re gon na simply scroll down and click on permit after including this is what your Gmail will look like now you can see here in our easy you know folders we are getting just recently seen all tracked e-mails and updated reply and after that 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 merges so you can see this is like our brand-new control panel for here I’ll be able to create a brand-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 new pipeline here and we have different alternatives to start with we have the stages so this is where you will pick these phases for your pipeline and you can in fact we have actually a lead called pitched demonstration negotiating close phone closed uh you know then we have supporting alright then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority market deal size business size close rate email thread count days and state and keeps in mind so if you want to include another stage you will click this Plus at the top and you will give your stage a name let’s say that you really wished to produce another um you know phase here for example let’s say I didn’t have no strings so I can create right here.
and you can offer it your color so we can actually select various colors for each of the stages however I believe all of these are in fact already produced so this is actually pretty impressive what I will do is I will in fact eliminate this one and if you seem like there is um I think pitched and demonstration are kind of like the same thing we simply go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s eliminate the demo here and then we have negotiating 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 want so you will click this plus here and we have totally free form a date check box drop down General e-mail e-mail 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 opt for this one here this is the field that was really missing and I’ll in fact reorganize and put the notes here alright e-mail thread count close date fine company’s size deal size and Company size fine let’s eliminate the company size and I’m gon na in fact discover something else within the basic where we have developed by date produced fans and more so I really wish to opt for the created.
by or perhaps the followers due to the fact that I want to monitor my team members that are in fact 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 offered within streak is really one of the simplest and one of the most uh you understand flexible out there it’s very easy to use with templates we have projects too within my project again if I didn’t want to go for these sales if I did with tasks then I can choose the project phases right here and again the fields the process is going to be similar you will choose these phases from here on this plus button here and you can likewise offer it different various colors we also have service Dev here you can see then we have working with so if you do employing then this is going to be your stages task search investor fundraising others realty assistance and custom So within our support you can see we have incoming appointed dealing with solved and noise this is actually pretty good and we likewise have custom where I can really start something from the scratch completely according to my business for me we just have the sales so I’m gon na go with the sales here and click on develop 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 develop now it will simply take a 2nd for a street to create a pipeline for me so you can see this really looks pretty good now I will be able to include my Lead Series so you can actually click this fall and we have handle stage or relabel so as I proceed as I include various leads here what I I will do is I’ll just simply click and I’ll be able to include it click the top here include a box so click on ADD box here and I’m going to include a box in the lead section here and let’s just call it new and click go into so now you can see we have actually 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 new I’m going to include another lead let’s call it brand-new two we can actually open this up in a new tab from here too but I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s state there was a gotten in touch with too there’s one working out so I’ll just merely click on new now once you develop a lead we can actually click here and it will now open the various fields that we added so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we created remember and after that we have welcome teammates so from here I can welcome the team members we have include columns we have e-mails files and comments you can switch to the emails and it will reveal you the e-mails that you got in files we can even submit 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.
attachments so this is how you produce a lead within your as soon as you’re made with this you can in fact click get in 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 called and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can carry out bulk actions such as deleting and sharing also uh one more thing with srix on top you will be able to see we have personal option we have these 3 dots where we can discover these stages Integrations and automation this is among the important ones click here and you’ll be able to really incorporate um other apps within yourr transfer information for alerts for automations customized develops and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they really quickly and create our CSV files likewise now I can change to my various folders that we have here and I can develop a new pipeline we can change 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 created we will even have our merge emails now with our so this is the combine e-mail and with merge e-mail what happens is I can in fact produce a follow-up emails and various storage emails here and we have active advises so utilizing is really easy you can begin free of charge by simply adding the combination and now you know how to use as a complete beginner do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it relates to. As an independent journalist, I have actually worked with numerous customers, managed multiple jobs all at once, and preserved an extensive network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the requirement for a centralized system to streamline my operations.
In my mission for a solution, I checked out 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 freelance 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 heavily rely on e-mail interaction. Here are some crucial advantages of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Company:.
allows you to track and organize your e-mails effortlessly, providing you a clear overview of your communications with clients, leads, and collaborators.
You can create adjustable pipelines straight within your inbox, making it easy to monitor the development and handle of your jobs and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to picture and manage your sales procedure from lead generation to task conclusion.
You can categorize contacts, create custom-made phases, set suggestions, and track interactions, ensuring that no chance slips through the cracks.
Seamless Collaboration and Teamwork:.
facilitates partnership by allowing you to share pipelines and communicate with employee within the platform.
You can designate jobs, share essential emails, and work together in real-time, boosting performance and making sure everyone remains on the exact same page.
‘s flexible workflow system allows you to customize your pipelines and automate repetitive jobs.
You can produce templates for typical email responses, schedule follow-ups, and set up suggestions, saving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, uses advantages in terms of coding and software advancement. Here’s how:.
provides a robust API and extensive developer documentation, making it easy to incorporate with other tools and construct custom options.
This versatility allows self-employed journalists with coding skills to extend the performance of and customize it to their specific needs.
Project Management for Software Application Advancement:.
‘s pipeline function can be adjusted to manage software development tasks, from ideation to implementation.
You can create custom-made phases for various development phases, appoint tasks to staff member, and track development effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly user interface and easy-to-use features, lessening the finding out curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collective features that boost team effort and communication.
Developer-friendly API for integration and modification.
Cost-effective solution for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for full functionality, restricting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While offers substantial advantages for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
provides a more budget friendly option, especially for freelancers and small businesses.
HubSpot has a free version, however advanced functions need a higher-tier paid subscription.
Features and Intricacy:.
supplies a more extensive suite of features, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, using a streamlined experience.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is useful for users heavily reliant on email communication.
As a self-employed journalist, managing your hiring process and customer relationships is paramount to your success. deals a intuitive and economical solution that seamlessly incorporates with Gmail, allowing you to improve your operations and concentrate on your craft. While it might not have the innovative features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re an editor, author, or material developer, can empower you to take control of your freelance journalism career by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.