As an experienced freelance reporter, I understand the challenges of handling jobs, tracking leads, and nurturing customer relationships. In this short article, I will delve into the advantages of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey men invite back in this video I will be revealing you how to use Streak Crm Merge Contacts for your consumer relations cooperation communication and much more so let’s enter into it first of all you need to go to streak.com and you will arrive 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 Center and we can in fact turn our Gmail into a platform which is really incredible and I’ll show you how to do that as a complete novice it will assist you personalize a perfect process for your team and you will be able to get your work done now let’s actually get into the process now is offered as an extension and it’s entirely free so when you get to the website you’ll get this choice 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 contribute to Chrome click on ADD extension and your extension will be added alright it’s done and now it is contributing 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 check 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 access and we’re gon na merely scroll down and click on allow after adding this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting just recently seen all tracked emails and updated 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 resembles our new control panel for here I’ll be able to produce a brand-new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go create a brand-new pipeline let’s really do that you will click brand-new pipeline here and we have various options firstly we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have actually a lead contacted pitched demo working out close phone closed uh you know then we have supporting all right then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern industry offer size business size close rate e-mail thread count days and state and keeps in mind so if you wish to add another stage you will click on this Plus at the top and you will give your stage a name let’s state that you in fact wished to create another um you know 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 in fact pick different colors for each of the stages but I think all of these are in fact already created so this is actually pretty outstanding what I will do is I will actually eliminate this one and if you feel like there is um I think pitched and demonstration are sort of like the very same thing we simply opt for 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 then we have working out with negotiating I can choose 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 on this plus here and we have free form 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 actually missing and I’ll actually reorganize and put the notes here all right email thread count close date alright business’s size deal size and Company size alright let’s eliminate the company size and I’m gon na really find something else within the basic where we have created by date produced fans and more so I in fact want to go for the produced.
by or maybe the followers due to the fact that I wish to track my team members that are really following this so I will you know put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a lot of options available within streak is in fact among the easiest and one of the most uh you know versatile out there it’s very easy to use with templates we have tasks too within my project again if I didn’t wish to choose these sales if I made with tasks then I can go with the job stages right here and again the fields the procedure is going to be comparable you will select these stages from here on this plus button here and you can likewise give it different different colors we likewise have service Dev here you can see then we have hiring so if you do working with then this is going to be your stages task search investor fundraising others property support and customized So within our assistance you can see we have inbound designated working on resolved and sound this is in fact pretty good and we likewise have customized where I can actually start something from the scratch completely according to my organization for me we just have the sales so I’m gon na opt for the sales here and click produce 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 just take a 2nd for a street to create a pipeline for me so you can see this in fact looks respectable now I will have the ability to add my Lead Series so you can in fact click this drop down and we have handle phase or relabel so as I proceed as I include different leads here what I I will do is I’ll just simply click and I’ll be able to add it click 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 get in so now you can see we have actually one lead created let’s say that there is actually 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 2 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 two leads then let’s state there was a gotten in touch with also there’s one negotiating so I’ll just merely click brand-new now when you create a lead we can actually click here and it will now open up 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 produced keep in mind and then we have invite teammates so from here I can invite the team members we have include columns we have e-mails files and comments you can change to the emails 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 conference notes and we even have our.
accessories so this is how you create a lead within your once you’re done with this you can really click enter 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 various leads from here the stages and we can perform bulk actions such as deleting and sharing as well uh another thing with srix at the top you will have the ability to see we have personal option we have these 3 dots where we can discover these phases Combinations and automation this is among the crucial ones click on this link and you’ll have the ability to really integrate um other apps within yourr transfer data for notices for automations custom develops and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they extremely quickly and produce our CSV files likewise now I can switch to my different folders that we have here and I can develop a brand-new pipeline we can switch to our basic Gmail very easily from here and it will likewise show me the emails that I will be receiving for my pipelines that I have produced we will even have our merge e-mails now with our so this is the merge e-mail and with merge email what occurs is I can actually create a follow-up emails and different storage e-mails here and we have active advises so using is actually easy you can get started for free by just including the combination and now you understand how to utilize as a total novice do not.
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 relates to. As a freelance journalist, I’ve dealt with many clients, handled multiple jobs all at once, and preserved a substantial network of contacts. Balancing these responsibilities can be overwhelming, and I acknowledged the need for a centralized system to streamline my operations.
In my quest for a solution, I explored different platforms but discovered them to be either too pricey or too intricate for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly incorporates with Gmail, making it perfect for freelance reporters who heavily depend on email communication. Here are some essential benefits of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Company:.
permits you to track and arrange your e-mails effortlessly, offering you a clear introduction of your interactions with clients, leads, and partners.
You can produce customizable pipelines directly within your inbox, making it simple to monitor the progress and handle of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and handle your sales procedure from lead generation to task conclusion.
You can classify contacts, create customized stages, set pointers, and track interactions, making sure that no chance slips through the fractures.
Smooth Cooperation and Team Effort:.
assists in collaboration by allowing you to share pipelines and communicate with staff member within the platform.
You can designate jobs, share essential emails, and work together in real-time, improving performance and guaranteeing everyone stays on the very same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repetitive tasks.
You can develop design templates for common e-mail actions, schedule follow-ups, and set up pointers, saving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, uses advantages in terms of coding and software development. Here’s how:.
offers a robust API and extensive designer paperwork, making it easy to incorporate with other tools and construct custom options.
This flexibility permits independent journalists with coding skills to extend the functionality of and customize it to their particular needs.
Task Management for Software Application Development:.
‘s pipeline function can be adjusted to handle software application advancement projects, from ideation to deployment.
You can produce custom stages for various development phases, appoint jobs to employee, and track progress efficiently.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and user friendly features, lessening the finding out curve.
Personalized pipelines and workflows to adapt to private requirements.
Collaborative functions that enhance teamwork and communication.
Developer-friendly API for combination and modification.
Cost-effective solution for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation functions.
Dependence on Gmail for full performance, restricting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more affordable option, especially for freelancers and small companies.
HubSpot has a totally free variation, but advanced functions need a higher-tier paid membership.
Features and Intricacy:.
provides a more extensive suite of features, including advanced marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Both and incorporate with numerous third-party tools.
‘s seamless combination with Gmail is advantageous for users heavily reliant on e-mail interaction.
As a self-employed journalist, managing your hiring procedure and client relationships is paramount to your success. deals a budget friendly and intuitive service that flawlessly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it might not have the innovative 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 a content, editor, or author 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 endeavors.