As a skilled freelance reporter, I comprehend the difficulties of managing jobs, tracking leads, and supporting customer relationships. In this short article, I will delve into the benefits of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for beginners hey people invite back in this video I will be revealing you how to use Streak Crm Polska for your client relations collaboration communication and a lot more so let’s enter into it first off you need to go to streak.com and you will land on this site right here now is a kind of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is truly amazing and I’ll show you how to do that as a total newbie it will assist you personalize a best process for your team and you will be able to get your work done now let’s actually get into the procedure now is offered as an extension and it’s entirely free so as soon as you get to the website you’ll get this alternative here which is add 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 contribute to Chrome click on ADD extension and your extension will be included fine 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 simply check in make certain to sign.
into the same Gmail that you have included 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 allow after including this is what your Gmail will look like now you can see here in our basic you know folders we are getting just recently viewed all tracked e-mails and updated reply and then we have this 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 combines so you can see this resembles our brand-new control panel for here I’ll have the ability to develop a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go produce a brand-new pipeline let’s actually do that you will click on brand-new pipeline here and we have various choices firstly we have the stages so this is where you will pick 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 supporting alright then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority market offer 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 on this Plus on top and you will give your stage a name let’s say that you really wished to produce another um you know stage here for instance 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 really pick various colors for each of the stages however I think all of these are in fact already created so this is actually pretty excellent what I will do is I will in fact eliminate this one and if you seem like there is um I think pitched and demonstration are type of like the same thing we just 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 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 this plus here and we have free form a date check box fall General e-mail 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 choose this one here this is the field that was actually missing and I’ll in fact rearrange and put the notes here all right email thread count close date fine company’s size deal size and Company size all right let’s get rid of the business size and I’m gon na actually discover something else within the basic where we have developed by date created fans and more so I in fact wish to opt for the created.
by or possibly the fans due to the fact that I want to keep track of my staff member that are actually 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 great deal of options available within streak is really one of the simplest and among the most uh you understand flexible out there it’s really easy to use with design templates we have projects too within my project once again if I didn’t want to go for these sales if I made with tasks then I can choose the task phases right here and once again the fields the procedure is going to be comparable you will select these phases from here on this plus button here and you can also provide it different various colors we likewise have company Dev here you can see then we have employing so if you do hiring then this is going to be your phases task search investor fundraising others real estate support and customized So within our assistance you can see we have actually incoming appointed working on solved and sound this is in fact respectable and we also have custom where I can actually start something from the scratch absolutely according to my organization for me we merely have the sales so I’m gon na opt for the sales here and click on produce private or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click produce now it will just take a second for a street to produce a pipeline for me so you can see this actually looks pretty good now I will have the ability to include my Lead Series so you can really click this fall and we have manage phase or relabel so as I proceed as I add various 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 add a box so click on ADD box here and I’m going to add a box in the lead section here and let’s just call it new and click get in so now you can see we have one lead produced 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 brand-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 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 say there was a gotten in touch with as well there’s one working out so I’ll just simply click new now when you develop a lead we can in fact click here and it will now open up the different fields that we included so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we produced keep in mind and then we have invite colleagues so from here I can welcome the staff member we have include columns we have e-mails files and remarks you can switch to the e-mails and it will show you the e-mails that you got in files we can even publish files and then we have the remarks 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 finished with this you can actually click on go into and it will be closed now it will show 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 contacted 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 carry out bulk actions such as erasing and sharing also uh one more thing with srix at the top you will be able to see we have personal alternative we have these 3 dots where we can find these phases Combinations and automation this is one of the essential ones click here and you’ll have the ability to in fact integrate um other apps within yourr transfer information for notices for automations customized constructs and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they extremely quickly and develop our CSV files likewise now I can change to my various folders that we have here and I can develop a brand-new pipeline we can switch to our easy Gmail extremely quickly from here and it will likewise show me the emails that I will be receiving for my pipelines that I have actually produced we will even have our combine e-mails now with our so this is the merge e-mail and with combine e-mail what takes place is I can actually develop a follow-up emails and various storage e-mails here and we have active advises so using is really simple you can get started for free by just including the integration and now you know how to use as a total beginner don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me provide some context about my profession and how it connects to. As a freelance reporter, I’ve worked with numerous customers, handled several tasks simultaneously, and maintained an extensive network of contacts. Juggling these duties can be frustrating, and I recognized the need for a central system to improve my operations.
In my quest for a service, I checked out numerous platforms but discovered them to be either too expensive or too complex 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 perfectly incorporates with Gmail, making it ideal for freelance journalists who greatly count on e-mail communication. Here are some crucial benefits of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Company:.
allows you to track and arrange your e-mails effortlessly, offering you a clear introduction of your interactions with customers, leads, and partners.
You can develop adjustable pipelines straight within your inbox, making it easy to manage and monitor the progress of your assignments and jobs.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and handle your sales process from list building to task completion.
You can classify contacts, produce custom phases, set suggestions, and track interactions, guaranteeing that no opportunity slips through the cracks.
Seamless Collaboration and Team Effort:.
assists in cooperation by enabling you to share pipelines and interact with team members within the platform.
You can appoint jobs, share crucial e-mails, and team up in real-time, enhancing productivity and making sure everybody stays on the exact same page.
‘s flexible workflow system allows you to customize your pipelines and automate repeated jobs.
You can produce design templates for typical email actions, schedule follow-ups, and established pointers, conserving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, provides advantages in regards to coding and software advancement. Here’s how:.
provides a robust API and comprehensive designer paperwork, making it easy to incorporate with other tools and build custom solutions.
This flexibility permits freelance journalists with coding abilities to extend the functionality of and customize it to their particular needs.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to manage software development projects, from ideation to deployment.
You can develop customized stages for various development stages, assign tasks to employee, and track progress effectively.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive interface and easy-to-use features, minimizing the finding out curve.
Customizable pipelines and workflows to adapt to private requirements.
Collective functions that improve team effort and interaction.
Developer-friendly API for integration and personalization.
Cost-effective option for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation functions.
Reliance on Gmail for full performance, restricting compatibility with other email providers.
Comparison with HubSpot CRM:.
While deals considerable advantages for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more budget-friendly service, particularly for freelancers and small businesses.
HubSpot has a complimentary variation, however advanced functions need a higher-tier paid membership.
Functions and Intricacy:.
provides a more comprehensive suite of features, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, offering a streamlined experience.
Both and incorporate with different third-party tools.
‘s seamless integration with Gmail is useful for users heavily reliant on email communication.
As a self-employed journalist, handling your hiring process and customer relationships is paramount to your success. deals a intuitive and economical option that perfectly integrates with Gmail, allowing you to streamline your operations and focus on your craft. While it may not have the advanced features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a author, editor, or material 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 effect of Streak CRM in your freelance journalism endeavors.