As a skilled freelance journalist, I comprehend the obstacles of managing tasks, tracking leads, and nurturing client relationships. In this post, I will delve into the advantages of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for newbies hey guys invite back in this video I will be revealing you how to use Streak Crm Reseller for your consumer relations cooperation interaction and much more so let’s enter into it to start with you need to go to streak.com and you will arrive on this site right here now is a kind of CRM that we can add to our simple Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is actually fantastic and I’ll show you how to do that as a complete novice it will assist you customize an ideal process for your group and you will be able to get your work done now let’s really get into the procedure now is available as an extension and it’s totally free so as soon as you get to the website you’ll get this option here which is add to Chrome and you’re.
going to pick this one now it will take you to Chrome dot google.com extensions and this is our extension here click add to Chrome click ADD extension and your extension will be included fine 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 simply sign in make sure to sign.
into the very same Gmail that you have included the uh you understand streak to now it will ask you for your access and we’re gon na simply scroll down and click enable after including this is what your Gmail will appear like now you can see here in our easy you understand 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 Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this is like our new dashboard 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 develop a new pipeline let’s in fact do that you will click new pipeline here and we have different alternatives first of all we have the stages so this is where you will choose these stages for your pipeline and you can really we have a lead gotten in touch with pitched demonstration working out close phone closed uh you know then we have nurturing fine 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 wish to add another phase you will click on this Plus at the top and you will offer your phase a name let’s state that you really wanted to produce another um you know stage here for example let’s state I didn’t have no strings so I can develop right here.
and you can give it your color so we can really pick various colors for each of the stages but I think all of these are really already developed so this is actually quite remarkable what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demo are type of like the same thing we just go with 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 after that we have working out with negotiating I can opt for like in progress or something and now you can see these are my phases 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 complimentary form a date check box drop down General e-mail e-mail tracking job calls and conferences 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 in fact missing out on and I’ll really rearrange and put the notes here alright e-mail thread count close date all right company’s size offer size and Company size fine let’s eliminate the business size and I’m gon na in fact discover something else within the general where we have actually developed by date created fans and more so I really want to go for the created.
by or perhaps the fans due to the fact that I wish to track my employee 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 desired for my pipeline now you can see there are a great deal of options offered within streak is really one of the most convenient and one of the most uh you know versatile out there it’s really easy to use with templates we have jobs too within my project once again if I didn’t want to choose these sales if I made with tasks then I can opt for the project phases right here and again the fields the process is going to be comparable you will choose these phases 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 hiring so if you do employing then this is going to be your phases task search investor fundraising others real estate assistance and custom-made So within our assistance you can see we have incoming assigned working on dealt with and sound this is in fact pretty good and we also have custom where I can in fact start something from the scratch absolutely according to my service 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 opt for the shared one here and click on develop now it will just take a 2nd for a street to create a pipeline for me so you can see this really looks respectable now I will have the ability to include my Lead Series so you can really click on this drop down and we have manage stage 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 have the ability to include it click on the top here include a box so click ADD box here and I’m going to add a box in the lead area here and let’s simply call it brand-new and click on go into 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 add another lead let’s call it brand-new 2 we can in fact open this up in a brand-new tab from here too but I’m just for now I’m just gon na work this way now you can see we have 2 leads then let’s state there was a gotten in touch with as well there’s one negotiating so I’ll just simply click on new now when you create a lead we can actually click on this link 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 different columns we have the fields that we developed keep in mind and after that we have invite teammates so from here I can invite the employee we have include columns we have e-mails files and comments you can switch to the e-mails and it will reveal you the emails that you got in files we can even upload files and after that we have the remarks 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 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 data collected 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 choose various leads from here the stages and we can carry out bulk actions such as deleting 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 three dots where we can find these stages Integrations and automation this is among the crucial ones click here and you’ll be able to really incorporate um other apps within yourr transfer data for notices for automations customized develops and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they very quickly and develop our CSV files similarly now I can change to my various folders that we have here and I can produce a new pipeline we can change to our easy Gmail really quickly from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have actually created we will even have our merge emails now with our so this is the merge e-mail and with combine email what takes place is I can actually create a follow-up e-mails and different storage emails here and we have active instructs so utilizing is actually simple you can get going for free by just adding the integration and now you know how to use as a complete newbie do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me provide some context about my career and how it associates with. As a self-employed reporter, I’ve dealt with various customers, managed multiple jobs concurrently, and preserved an extensive network of contacts. Balancing these duties can be overwhelming, and I acknowledged the requirement for a centralized system to simplify my operations.
In my quest for a service, I explored different platforms however found them to be either too costly 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 consumer relationship management tool that flawlessly incorporates with Gmail, making it perfect for freelance journalists who heavily count on e-mail interaction. Here are some key benefits of using for your freelance journalism working with process:.
Instinctive Email Tracking and Organization:.
enables you to track and organize your e-mails effortlessly, providing you a clear summary of your communications with clients, leads, and collaborators.
You can produce adjustable pipelines straight within your inbox, making it easy to keep an eye on the progress and manage of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to imagine and manage your sales procedure from list building to job conclusion.
You can categorize contacts, produce custom stages, set pointers, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Partnership and Team Effort:.
facilitates collaboration by permitting you to share pipelines and interact with team members within the platform.
You can appoint jobs, share crucial e-mails, and work together in real-time, enhancing productivity and ensuring everyone remains on the exact same page.
‘s versatile workflow system enables you to customize your pipelines and automate repeated tasks.
You can create design templates for common e-mail responses, schedule follow-ups, and set up pointers, conserving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, uses advantages in terms of coding and software application development. Here’s how:.
provides a robust API and comprehensive developer documentation, making it simple to integrate with other tools and construct customized services.
This versatility permits freelance reporters with coding abilities to extend the performance of and customize it to their specific needs.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to manage software application development tasks, from ideation to implementation.
You can create custom-made phases for various advancement phases, designate jobs to team members, and track progress effectively.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
User-friendly user interface and easy-to-use features, lessening the finding out curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collaborative features that boost teamwork and interaction.
Developer-friendly API for combination and customization.
Cost-effective option for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for complete performance, limiting compatibility with other email companies.
Contrast with HubSpot CRM:.
While offers considerable benefits for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
uses a more budget friendly service, particularly for freelancers and small businesses.
HubSpot has a totally free variation, but advanced functions require a higher-tier paid subscription.
Features and Complexity:.
provides a more comprehensive suite of functions, consisting of sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is helpful for users heavily reliant on e-mail communication.
As a self-employed reporter, handling your hiring process and customer relationships is vital to your success. deals a affordable and user-friendly solution that effortlessly integrates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a content, writer, or editor creator, can empower you to take control of your freelance journalism profession by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.