As an experienced freelance reporter, I comprehend the obstacles of handling jobs, tracking leads, and nurturing customer relationships. In this post, I will dig 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 newbies hey guys invite back in this video I will be showing you how to use Streak Crm Logo 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 website right here now is a type of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is truly remarkable and I’ll show you how to do that as a complete beginner it will assist you customize a best procedure for your team and you will have the ability to get your work done now let’s actually get into the procedure now is available as an extension and it’s entirely complimentary so when you get to the site 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 add to Chrome click on ADD extension and your extension will be added okay it’s done and now it is adding 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 merely check in ensure to sign.
into the very same Gmail that you have actually included the uh you know 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 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 is like our brand-new dashboard for here I’ll be able to produce a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go create a brand-new pipeline let’s really 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 phases for your pipeline and you can really we have a lead gotten in touch with pitched demo negotiating close phone closed uh you know 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 concern market offer size business size close rate email thread count days and state and keeps in mind so if you want to add another stage you will click on this Plus at the top and you will provide your phase a name let’s say that you really wanted to create 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 in fact choose various colors for each of the stages however I think all of these are actually already produced so this is in fact pretty impressive what I will do is I will actually eliminate this one and if you seem like there is um I believe pitched and demonstration are type of like the very same thing we just 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 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 different fields that you desire so you will click on this plus here and we have 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 choose this one here this is the field that was actually missing and I’ll in fact reorganize and put the notes here all right email thread count close date okay business’s size deal size and Company size fine let’s get rid of the company size and I’m gon na in fact discover something else within the general where we have actually created by date developed fans and more so I really want to choose the created.
by or maybe the followers because I want to track my team members that are actually 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 options readily available within streak is really one of the easiest and among the most uh you understand versatile out there it’s really easy to use with templates we have tasks too within my project once again if I didn’t want to opt for these sales if I did with projects then I can go with the project stages right here and once 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 provide it various different colors we also have service Dev here you can see then we have working with so if you do hiring then this is going to be your phases job search investor fundraising others property support and custom So within our support you can see we have inbound assigned dealing with solved and sound this is really respectable and we also have custom-made where I can actually start something from the scratch totally according to my company for me we just have the sales so I’m gon na choose 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 produce now it will simply take a second for a street to develop a pipeline for me so you can see this actually looks respectable now I will be able to include my Lead Series so you can in fact click this drop down and we have handle phase or rename so as I continue as I add different 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 ADD box here and I’m going to include a box in the lead section here and let’s simply call it brand-new and click enter so now you can see we have actually one lead developed 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 brand-new I’m going to add another lead let’s call it new two we can really open this up in a 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 2 leads then let’s say there was a contacted also there’s one negotiating so I’ll just merely click new now when you develop a lead we can actually click here and it will now open up the various fields that we included so this is a new Elite that I produced and we have all of these different columns we have the fields that we produced remember and then we have invite colleagues so from here I can invite the staff member we have add columns we have emails files and comments you can switch to the e-mails and it will reveal you the e-mails that you got in files we can even upload files and then 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 when you’re made with this you can actually click on get in and it will be closed now it will reveal you something like this we have all of our information collected 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 choose various leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh one more thing with srix on top you will be able to see we have personal option we have these three dots where we can find these phases Integrations and automation this is among the important ones click on this link and you’ll have the ability to actually integrate um other apps within yourr transfer information 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 information they very quickly and create our CSV files similarly now I can switch to my various folders that we have here and I can produce a new pipeline we can switch to our basic Gmail really easily from here and it will also show me the emails 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 e-mail and with merge email what occurs is I can in fact create a follow-up emails and various storage emails here and we have active instructs so using is truly easy you can get going totally free by just including the integration and now you know how to use as a total newbie do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me offer some context about my profession and how it relates to. As a self-employed journalist, I’ve dealt with various customers, managed multiple jobs concurrently, and maintained a substantial network of contacts. Balancing these obligations can be frustrating, and I acknowledged the requirement for a centralized system to simplify my operations.
In my mission for a solution, I explored various platforms but found them to be either too complicated or too pricey for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly incorporates with Gmail, making it perfect for self-employed reporters who greatly depend on e-mail communication. Here are some crucial benefits of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Organization:.
enables you to track and organize your e-mails easily, giving you a clear summary of your communications with customers, leads, and collaborators.
You can produce personalized pipelines straight within your inbox, making it simple to handle and keep track of the progress of your jobs and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to envision and handle your sales procedure from list building to project completion.
You can categorize contacts, develop custom phases, set suggestions, and track interactions, guaranteeing that no opportunity slips through the fractures.
Smooth Collaboration and Teamwork:.
assists in partnership by permitting you to share pipelines and communicate with staff member within the platform.
You can appoint tasks, share essential emails, and work together in real-time, improving productivity and ensuring everyone remains on the very same page.
Adjustable Workflows:.
‘s versatile workflow system allows you to personalize your pipelines and automate repeated jobs.
You can develop templates for typical email responses, schedule follow-ups, and established pointers, conserving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, offers advantages in terms of coding and software development. Here’s how:.
Developer-Friendly Combination:.
offers a robust API and comprehensive designer paperwork, making it simple to incorporate with other tools and build custom-made options.
This flexibility allows self-employed reporters with coding abilities to extend the performance of and customize it to their particular needs.
Task Management for Software Application Development:.
‘s pipeline function can be adjusted to manage software application advancement tasks, from ideation to deployment.
You can produce custom-made phases for various advancement stages, designate jobs to employee, and track development efficiently.
Benefits and drawbacks of
Pros:.
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
User-friendly user interface and easy-to-use functions, reducing the finding out curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collective functions that enhance team effort and interaction.
Developer-friendly API for combination and modification.
Cost-effective service for freelancers and small businesses.
Cons:.
Minimal reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation functions.
Dependence on Gmail for complete functionality, restricting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While deals substantial advantages for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
Cost:.
provides a more budget-friendly service, especially for freelancers and small companies.
HubSpot has a complimentary variation, however advanced features require a higher-tier paid membership.
Features and Intricacy:.
provides a more thorough suite of features, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, providing a streamlined experience.
Integration:.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is advantageous for users greatly reliant on e-mail communication.
Conclusion:.
As a self-employed journalist, handling your hiring process and client relationships is paramount to your success. deals a user-friendly and budget-friendly service that seamlessly incorporates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it may not have the sophisticated features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a content, editor, or writer developer, can empower you to take control of your freelance journalism career by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.