As a seasoned freelance reporter, I understand the difficulties of managing tasks, tracking leads, and nurturing customer relationships. In this post, I will delve into the advantages of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for beginners hey people welcome back in this video I will be showing you how to utilize Streak Crm Permissions for your customer relations cooperation communication and far more so let’s enter into it first off you need to go to streak.com and you will arrive at this site right here now is a kind of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can really 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 personalize an ideal procedure for your group and you will be able to get your work done now let’s in fact get into the procedure now is available as an extension and it’s completely complimentary so once you get to the site you’ll get this option here which is contribute 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 on ADD extension and your extension will be included okay 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 certain to sign.
into the same Gmail that you have added the uh you understand streak to now it will ask you for your gain access to and we’re gon na just scroll down and click on allow after adding this is what your Gmail will look like now you can see here in our simple you know folders we are getting recently viewed all tracked e-mails and upgraded reply and then we have this new alternative which is the pipeline so if I click on 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 working with so this is where we’ll go create a brand-new pipeline let’s in fact do that you will click brand-new pipeline here and we have various options first off we have the stages so this is where you will select these stages for your pipeline and you can actually we have actually a lead called pitched demonstration negotiating close phone closed uh you understand then we have nurturing all right then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority industry deal size business size close rate email thread count days and state and notes so if you wish to include another phase you will click this Plus at the top and you will offer your phase a name let’s say that you actually wished 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 provide it your color so we can actually choose different colors for each of the stages however I believe all of these are actually already produced so this is actually pretty outstanding what I will do is I will actually eliminate this one and if you seem like there is um I think pitched and demonstration are kind of like the very same thing we simply choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really 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 desire so you will click on this plus here and we have complimentary kind a date check box drop down General email e-mail tracking job 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 out on and I’ll actually reorganize and put the notes here okay e-mail thread count close date fine company’s size offer size and Business size alright let’s eliminate the business size and I’m gon na really discover something else within the general where we have actually developed by date produced fans and more so I actually want to choose the created.
by or maybe the followers since I want to monitor my team members that are actually following this so I will you understand 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 available within streak is actually among the simplest and one of the most uh you know versatile out there it’s extremely easy to use with design templates we have tasks too within my job again if I didn’t wish to opt for these sales if I did with projects then I can go with the task phases right here and once 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 offer it different various colors we likewise have service Dev here you can see then we have working with so if you do working with then this is going to be your phases task search investor fundraising others property support and customized So within our assistance you can see we have incoming appointed working on fixed and noise this is in fact respectable and we likewise have customized where I can in fact start something from the scratch absolutely according to my organization 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 simply take a 2nd for a street to develop a pipeline for me so you can see this really looks pretty good now I will have the ability to add my Lead Series so you can really click this drop down and we have handle phase or rename 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 add 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 brand-new and click on enter so now you can see we have one lead developed let’s state that there is actually closed one so I’m going to include one here let’s just for now let’s call it new I’m going to add 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 2 leads then let’s say there was a called as well there’s one working out so I’ll just simply click brand-new now when you create a lead we can in fact click on this link 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 different columns we have the fields that we produced remember and after that we have welcome colleagues so from here I can invite the staff member we have include 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 after that we have the comments at the top here again we have the call log we have our meeting notes and we even have our.
accessories so this is how you produce a lead within your when you’re done with this you can really click on enter and it will be closed now it will reveal you something like this we have all of our data gathered here and at the top we’re getting our account such as 2 leads one called and something like this and this is where you will be getting your list we can select various leads from here the stages and we can perform bulk actions such as deleting and sharing also uh another thing with srix at the top you will be able to see we have private choice we have these 3 dots where we can discover these stages Integrations and automation this is among the essential ones click here and you’ll have the ability to in fact integrate um other apps within yourr transfer data for notifications for automations customized builds and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they very quickly and develop our CSV files similarly now I can switch to my various folders that we have here and I can create a brand-new pipeline we can switch to our easy Gmail really easily from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have actually produced we will even have our merge e-mails now with our so this is the merge email and with combine email what takes place is I can in fact produce a follow-up emails and different storage e-mails here and we have active instructs so using is truly easy you can get started for free by just adding the integration and now you understand how to utilize as a complete beginner do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me supply some context about my career and how it connects to. As an independent journalist, I’ve dealt with many clients, managed numerous projects at the same time, and kept an extensive network of contacts. Juggling these responsibilities can be frustrating, and I acknowledged the need for a centralized system to streamline my operations.
In my quest for an option, I explored various platforms however found them to be either too intricate or too expensive for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly incorporates with Gmail, making it perfect for independent reporters who heavily rely on e-mail interaction. Here are some crucial advantages of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Company:.
enables you to track and organize your emails easily, offering you a clear introduction of your interactions with customers, leads, and partners.
You can create personalized pipelines straight within your inbox, making it simple to monitor the progress and handle of your tasks and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and handle your sales process from list building to project completion.
You can categorize contacts, develop custom stages, set suggestions, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Cooperation and Teamwork:.
helps with collaboration by permitting you to share pipelines and interact with staff member within the platform.
You can designate jobs, share crucial e-mails, and team up in real-time, boosting efficiency and making sure everyone stays on the same page.
Adjustable Workflows:.
‘s flexible workflow system allows you to tailor your pipelines and automate recurring tasks.
You can develop design templates for common e-mail reactions, schedule follow-ups, and established suggestions, saving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, uses benefits in terms of coding and software application advancement. Here’s how:.
Developer-Friendly Integration:.
provides a robust API and substantial designer documentation, making it simple to integrate with other tools and build customized services.
This versatility allows self-employed reporters with coding skills to extend the functionality of and customize it to their particular needs.
Task Management for Software Advancement:.
‘s pipeline function can be adapted to handle software application development jobs, from ideation to implementation.
You can create custom stages for various advancement stages, appoint tasks to team members, and track progress effectively.
Benefits and drawbacks of
Pros:.
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and easy-to-use functions, lessening the learning curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collaborative features that improve team effort and communication.
Developer-friendly API for integration and customization.
Cost-efficient solution for freelancers and small businesses.
Cons:.
Minimal reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation functions.
Dependence on Gmail for complete functionality, restricting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While deals significant benefits for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
Expense:.
uses a more affordable service, specifically for freelancers and small businesses.
HubSpot has a complimentary version, but advanced features require a higher-tier paid subscription.
Features and Complexity:.
supplies a more detailed suite of features, consisting of innovative marketing automation and analytics.
focuses on simplicity and ease of use, using a structured experience.
Integration:.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is useful for users greatly reliant on email communication.
Conclusion:.
As a freelance journalist, managing your hiring procedure and client relationships is paramount to your success. deals a cost effective and user-friendly solution that flawlessly integrates with Gmail, allowing you to simplify your operations and focus on your craft. While it might not have the sophisticated features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a content, editor, or author creator, can empower you to take control of your freelance journalism profession by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.