As a skilled freelance journalist, I understand the challenges of managing tasks, tracking leads, and nurturing customer relationships. In this short article, I will dive into the benefits of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for newbies hey men welcome back in this video I will be showing you how to use Streak Crm Magento for your consumer relations partnership interaction and much more so let’s enter into it first off 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 basic Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is really incredible and I’ll show you how to do that as a complete beginner it will help you tailor a perfect process for your group and you will be able to get your work done now let’s actually enter into the process now is available as an extension and it’s completely complimentary so as soon as you get to the site you’ll get this option here which is contribute 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 on add to Chrome click on ADD extension and your extension will be added alright 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 merely sign in ensure to sign.
into the same Gmail that you have actually added the uh you understand streak to now it will ask you for your access and we’re gon na simply scroll down and click allow after adding this is what your Gmail will appear like now you can see here in our simple you know folders we are getting recently seen all tracked emails and upgraded reply and after that we have this brand-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 resembles our brand-new control panel for here I’ll have the ability to create a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go create a new pipeline let’s really do that you will click on new pipeline here and we have different alternatives firstly we have the stages so this is where you will pick these stages for your pipeline and you can actually we have a lead called pitched demonstration working out close phone closed uh you understand then we have supporting all right then we have Fields so in fields we have a date of last email last email from lead Source top priority industry deal size company size close rate e-mail thread count days and state and notes so if you want to add another stage you will click this Plus on top and you will offer your stage a name let’s state that you actually wanted to create another um you know stage here for instance let’s state I didn’t have no strings so I can create right here.
and you can give it your color so we can actually select different colors for each of the stages but I believe all of these are really currently produced so this is in fact quite excellent what I will do is I will actually eliminate this one and if you seem 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 two what I’ll do is actually let’s get rid of the demo here and then 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 various fields that you want so you will click this plus here and we have free type a date check box fall General email email tracking task calls and conferences so I don’t 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 go with this one here this is the field that was really missing out on and I’ll actually rearrange and put the notes here fine email thread count close date okay business’s size offer size and Company size fine let’s eliminate the business size and I’m gon na actually find something else within the general where we have produced by date created fans and more so I actually want to choose the produced.
by or possibly the followers since I wish to keep an eye on my staff member that are in fact following this so I will you know put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a great deal of choices offered within streak is actually among the easiest and one of the most uh you understand flexible out there it’s very easy to use with design templates we have jobs too within my job again if I didn’t want to choose these sales if I finished with projects then I can choose the job stages right here and 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 provide it different various colors we also have organization 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 assistance and customized So within our support you can see we have actually inbound appointed dealing with resolved and noise this is actually respectable and we also have custom-made where I can actually 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 create personal or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click develop now it will just take a 2nd for a street to develop a pipeline for me so you can see this really looks pretty good now I will be able to add my Lead Series so you can really click this drop down and we have handle stage 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 have the ability 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 area 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 say 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 add another lead let’s call it new 2 we can actually open this up in a new tab from here too however I’m just for now I’m just gon na work this way now you can see we have 2 leads then let’s say there was a contacted too there’s one working out so I’ll just simply click brand-new now as soon as you produce a lead we can in fact click here and it will now open up the different fields that we added 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 after that we have welcome colleagues so from here I can invite the staff member we have add columns we have emails files and remarks 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 after that we have the comments at the top here once again we have the call log we have our conference notes and we even have our.
attachments so this is how you produce a lead within your when you’re done with this you can in fact click on get in 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 2 leads one contacted 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 deleting and sharing also uh another thing with srix at the top you will be able to see we have personal alternative we have these three dots where we can discover these phases Combinations and automation this is among the essential ones click on this link and you’ll have the ability to really integrate um other apps within yourr transfer data for alerts for automations custom-made develops and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely quickly and create our CSV files similarly now I can switch to my different folders that we have here and I can create a brand-new pipeline we can change to our easy Gmail really quickly from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have created we will even have our merge e-mails now with our so this is the merge email and with combine email what occurs is I can actually create a follow-up e-mails and different storage emails here and we have active advises so using is actually easy you can start free of charge by just adding the integration and now you understand how to utilize as a complete beginner don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me offer some context about my profession and how it relates to. As an independent journalist, I’ve dealt with various customers, managed several jobs simultaneously, and kept a substantial network of contacts. Juggling these obligations can be frustrating, and I recognized the requirement for a central system to simplify my operations.
In my mission for an option, I checked out numerous platforms but found them to be either too pricey or too complex for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly integrates with Gmail, making it perfect for independent journalists who greatly rely on e-mail interaction. Here are some crucial advantages of using for your freelance journalism working with process:.
Instinctive Email Tracking and Organization:.
allows you to track and organize your emails easily, providing you a clear introduction of your communications with customers, leads, and collaborators.
You can develop personalized pipelines straight within your inbox, making it easy to manage and keep an eye on the progress of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to picture and manage your sales process from lead generation to project conclusion.
You can classify contacts, create custom phases, set tips, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Partnership and Team Effort:.
helps with cooperation by allowing you to share pipelines and interact with staff member within the platform.
You can assign tasks, share essential emails, and work together in real-time, improving productivity and guaranteeing everybody remains on the very same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repeated jobs.
You can produce templates for typical email responses, schedule follow-ups, and established suggestions, conserving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, provides benefits in regards to coding and software application development. Here’s how:.
provides a robust API and extensive developer documents, making it easy to integrate with other tools and develop custom solutions.
This versatility permits freelance reporters with coding abilities to extend the performance of and customize it to their particular needs.
Task Management for Software Application Advancement:.
‘s pipeline function can be adjusted to manage software development projects, from ideation to release.
You can develop customized stages for different advancement stages, assign tasks to team members, and track progress efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Instinctive interface and user friendly functions, reducing the learning curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collective features that boost team effort and communication.
Developer-friendly API for combination and modification.
Cost-efficient service for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Reliance on Gmail for complete performance, limiting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While deals considerable advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
offers a more budget-friendly service, especially for freelancers and small companies.
HubSpot has a free variation, but advanced functions require a higher-tier paid membership.
Functions and Intricacy:.
offers a more comprehensive suite of features, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, offering a streamlined experience.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is beneficial for users heavily reliant on e-mail interaction.
As a self-employed reporter, handling your hiring procedure and customer relationships is paramount to your success. offers a instinctive and economical option that flawlessly integrates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it might not have the innovative functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a author, material, or editor developer, can empower you to take control of your freelance journalism profession by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.