As an experienced freelance journalist, I comprehend the difficulties of managing tasks, tracking leads, and supporting client relationships. In this post, I will dig into the advantages of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey guys invite back in this video I will be revealing you how to use Set Up Streak Crm for your customer relations partnership communication and far 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 kind of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is actually amazing and I’ll show 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 procedure now is readily available as an extension and it’s totally complimentary so once you get to the site you’ll get this alternative 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 contribute to Chrome click ADD extension and your extension will be included okay 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 check in ensure to sign.
into the exact same Gmail that you have added the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click enable 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 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 dashboard for here I’ll be able to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go develop a brand-new pipeline let’s actually do that you will click brand-new pipeline here and we have various options to start with we have the stages so this is where you will select these phases for your pipeline and you can really we have a lead called pitched demonstration working out close phone closed uh you understand then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern industry deal size company size close rate e-mail thread count days and state and notes so if you want to include another phase you will click on this Plus on top and you will give your phase a name let’s say that you actually wished to create another um you understand stage here for example let’s say I didn’t have no strings so I can create right here.
and you can give it your color so we can actually choose different colors for each of the stages but I think all of these are really already produced so this is really pretty outstanding what I will do is I will in fact eliminate this one and if you seem like there is um I believe pitched and demonstration are sort of like the 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 actually let’s eliminate the demonstration 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 this plus here and we have free form a date check box fall General e-mail e-mail tracking task calls and meetings 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 go with this one here this is the field that was really missing and I’ll actually rearrange and put the notes here alright email thread count close date fine company’s size deal size and Business size fine let’s get rid of the business size and I’m gon na in fact discover something else within the basic where we have produced by date produced fans and more so I actually want to choose the produced.
by or possibly the followers because I want to keep track of my employee that are really following this so I will you understand 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 lot of choices offered within streak is in fact among the easiest and among the most uh you understand flexible out there it’s very easy to use with templates we have tasks too within my job once again if I didn’t wish to go for these sales if I made with jobs then I can choose the project stages right here and once again the fields the procedure is going to be similar you will select these phases from here on this plus button here and you can likewise give it different different colors we also have business Dev here you can see then we have working with so if you do working with then this is going to be your stages job search financier fundraising others real estate support and custom So within our assistance you can see we have actually inbound appointed working on solved and sound this is really pretty good and we likewise have customized where I can actually start something from the scratch absolutely according to my company for me we simply have the sales so I’m gon na choose the sales here and click produce 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 on develop now it will simply take a second for a street to create a pipeline for me so you can see this in fact looks respectable now I will be able to include my Lead Series so you can in fact click on this fall and we have manage stage or relabel so as I continue as I add different leads here what I I will do is I’ll just simply click and I’ll have the ability 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 get in so now you can see we have actually one lead created let’s say that there is really closed one so I’m going to add 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 new tab from here too however 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 as well there’s one negotiating so I’ll just simply click new now as soon as you develop a lead we can really click here and it will now open up 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 developed remember and after that we have welcome colleagues so from here I can welcome the employee we have include columns we have e-mails files and comments you can change to the emails and it will show you the emails that you got in files we can even upload 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 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 gotten in touch with 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 as well uh another thing with srix on top you will be able to see we have personal alternative we have these 3 dots where we can find these phases Integrations and automation this is one of the important ones click on this link and you’ll have the ability to really incorporate um other apps within yourr transfer information for alerts for automations custom-made builds and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export information they very easily and produce our CSV files similarly now I can switch to my various folders that we have here and I can develop a brand-new pipeline we can switch to our easy Gmail really easily from here and it will likewise reveal me the e-mails that I will be getting 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 combine e-mail what occurs is I can actually produce a follow-up emails and different storage e-mails here and we have active advises so using is truly easy you can get going for free by just including the integration and now you know how to utilize as a total novice don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me provide some context about my profession and how it associates with. As an independent journalist, I have actually dealt with various customers, handled multiple tasks concurrently, and maintained a comprehensive network of contacts. Juggling these duties can be overwhelming, and I recognized the requirement for a centralized system to enhance my operations.
In my quest for a solution, I explored different platforms but discovered them to be either too complex or too pricey for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly integrates with Gmail, making it perfect for independent journalists who greatly depend on email interaction. Here are some crucial advantages of using for your freelance journalism employing process:.
Instinctive Email Tracking and Organization:.
allows you to track and arrange your e-mails easily, offering you a clear overview of your communications with customers, leads, and collaborators.
You can produce customizable pipelines directly within your inbox, making it easy to keep track of the progress and handle of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to visualize and handle your sales procedure from list building to job completion.
You can classify contacts, produce custom-made stages, set tips, and track interactions, making sure that no chance slips through the cracks.
Smooth Collaboration and Teamwork:.
helps with partnership by permitting you to share pipelines and communicate with employee within the platform.
You can designate jobs, share important e-mails, and work together in real-time, enhancing performance and guaranteeing everyone stays on the exact same page.
Adjustable Workflows:.
‘s versatile workflow system enables you to personalize your pipelines and automate recurring jobs.
You can develop design templates for common e-mail actions, schedule follow-ups, and established reminders, saving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, provides benefits in terms of coding and software application development. Here’s how:.
Developer-Friendly Integration:.
offers a robust API and substantial developer paperwork, making it simple to integrate with other tools and build customized options.
This flexibility permits self-employed reporters with coding abilities to extend the performance of and tailor it to their specific requirements.
Job Management for Software Application Advancement:.
‘s pipeline feature can be adapted to manage software advancement jobs, from ideation to release.
You can develop customized stages for different development phases, appoint tasks to employee, and track development efficiently.
Benefits and drawbacks of
Pros:.
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and user friendly features, minimizing the finding out curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collective functions that boost team effort and interaction.
Developer-friendly API for combination and customization.
Cost-effective option for freelancers and small companies.
Cons:.
Restricted reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Reliance on Gmail for complete performance, limiting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers substantial benefits for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
Cost:.
uses a more cost effective solution, especially for freelancers and small companies.
HubSpot has a free version, however advanced features need a higher-tier paid membership.
Features and Intricacy:.
supplies a more comprehensive suite of features, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Integration:.
Both and incorporate with different third-party tools.
‘s smooth combination with Gmail is helpful for users greatly reliant on email communication.
Conclusion:.
As a self-employed journalist, handling your hiring process and client relationships is critical to your success. deals a budget friendly and user-friendly service that seamlessly integrates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, author, or material developer, can empower you to take control of your freelance journalism profession by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.