As an experienced freelance journalist, I understand the difficulties of managing tasks. Streak Crm Vs Copper …tracking leads, and supporting client relationships. For many years, I’ve experimented with different tools to improve my workflow and enhance performance. One tool that has truly transformed my hiring procedure. In this post, I will delve into the benefits of using for independent journalism, explore its functions in regards to sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for newbies hey guys welcome back in this video I will be showing you how to use Streak Crm Vs Copper for your client relations partnership interaction and a lot more so let’s enter it to start with you require to go to streak.com and you will land on this site right here now is a sort of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is actually remarkable and I’ll reveal you how to do that as a total beginner it will assist you personalize a perfect process for your group and you will have the ability to get your work done now let’s actually enter into the process now is available as an extension and it’s entirely complimentary so once you get to the site you’ll get this option 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 contribute to Chrome click ADD extension and your extension will be included okay it’s done and now it is contributing 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 merely 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 just scroll down and click on allow after including this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting just recently viewed all tracked emails and updated reply and after that we have this new option 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 dashboard for here I’ll be able to develop a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go produce a brand-new pipeline let’s really do that you will click new pipeline here and we have various options to start with we have the stages so this is where you will pick these phases for your pipeline and you can in fact we have actually a lead gotten in touch with pitched demo negotiating close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last email last e-mail from lead Source priority market deal size business size close rate email thread count days and state and keeps in mind so if you want to include another stage you will click this Plus at the top and you will offer your phase a name let’s say that you in fact wanted to create another um you know phase here for instance let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can really choose various colors for each of the stages however I think all of these are actually already created so this is actually pretty outstanding what I will do is I will really eliminate this one and if you feel like there is um I think pitched and demo are type of like the exact same thing we simply choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s eliminate the demonstration here and then 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 totally free form a date check box fall General e-mail email 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 go with this one here this is the field that was really missing and I’ll actually reorganize and put the notes here all right e-mail 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 in fact discover something else within the basic where we have developed by date created followers and more so I actually wish to go for the developed.
by or possibly the fans because I want to keep an eye on my employee that are actually following this so I will you understand 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 lot of choices readily available within streak is in fact one of the most convenient and among the most uh you understand 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 go for these sales if I did with jobs then I can opt for the project stages right here and once again the fields the procedure is going to be similar you will choose these stages from here on this plus button here and you can likewise offer it different different colors we likewise have service Dev here you can see then we have employing so if you do hiring then this is going to be your stages job search investor fundraising others realty support and customized So within our assistance you can see we have actually incoming appointed dealing with fixed and noise this is in fact pretty good and we also have custom where I can really start something from the scratch totally according to my organization for me we just have the sales so I’m gon na go with the sales here and click develop personal or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click produce now it will just take a 2nd for a street to create a pipeline for me so you can see this actually looks respectable now I will be able to add my Lead Series so you can really click this fall and we have manage stage or relabel so as I continue as I include different leads here what I I will do is I’ll just merely click and I’ll be able to include it click on the top here include 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 enter so now you can see we have actually one lead created let’s state 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 new two we can really open this up in a new tab from here too however 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 gotten in touch with also there’s one working out so I’ll just simply click brand-new now once you create a lead we can in fact click on this link and it will now open the different fields that we included so this is a new Elite that I produced and we have all of these different columns we have the fields that we produced keep in mind and after that we have invite teammates so from here I can invite the employee we have add columns we have emails files and remarks you can change to the emails and it will reveal you the emails that you got in files we can even publish files and then 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.
accessories so this is how you develop a lead within your when you’re done with this you can in fact click on go into 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 contacted and something like this and this is where you will be getting your list we can pick various leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh one more thing with srix on top you will be able to see we have personal choice we have these three dots where we can discover these phases Combinations and automation this is among the important ones click on this link and you’ll be able to actually incorporate um other apps within yourr transfer data for notifications for automations customized develops and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they very quickly and create our CSV files similarly now I can change to my different folders that we have here and I can develop a new pipeline we can switch to our basic Gmail very quickly from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have created we will even have our combine e-mails now with our so this is the merge e-mail and with combine email what happens is I can actually produce a follow-up e-mails and various storage emails here and we have active instructs so using is actually simple you can get started for free by simply including the integration and now you understand how to use as a complete beginner don’t.
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 connects to. As an independent reporter, I have actually dealt with many clients, handled several jobs at the same time, and maintained an extensive network of contacts. Balancing these obligations can be overwhelming, and I recognized the requirement for a centralized system to improve my operations.
In my quest for a service, I checked out various platforms but found them to be either too intricate or too pricey for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly integrates with Gmail, making it ideal for self-employed reporters who heavily count on email communication. Here are some essential benefits of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Organization:.
permits you to track and organize your e-mails easily, offering you a clear introduction of your interactions with clients, leads, and partners.
You can develop personalized pipelines directly within your inbox, making it easy to keep an eye on the progress and manage of your assignments and tasks.
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, produce customized stages, set suggestions, and track interactions, ensuring that no chance slips through the fractures.
Smooth Partnership and Teamwork:.
helps with cooperation by permitting you to share pipelines and interact with employee within the platform.
You can appoint tasks, share crucial emails, and team up in real-time, enhancing efficiency and guaranteeing everyone stays on the same page.
‘s versatile workflow system enables you to customize your pipelines and automate recurring tasks.
You can produce templates for common email responses, schedule follow-ups, and set up tips, saving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, uses benefits in terms of coding and software application advancement. Here’s how:.
supplies a robust API and substantial developer documentation, making it simple to integrate with other tools and construct customized options.
This flexibility permits independent reporters with coding abilities to extend the performance of and tailor it to their specific requirements.
Task Management for Software Advancement:.
‘s pipeline feature can be adjusted to manage software application advancement jobs, from ideation to deployment.
You can develop customized phases for different development phases, appoint tasks to staff member, and track progress effectively.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and easy-to-use features, lessening the finding out curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collective features that improve team effort and interaction.
Developer-friendly API for integration and modification.
Cost-effective solution for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for complete functionality, limiting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more cost effective service, especially for freelancers and small companies.
HubSpot has a free version, however advanced features need a higher-tier paid membership.
Features and Complexity:.
provides a more detailed suite of features, including innovative marketing automation and analytics.
concentrates on simpleness and ease of use, offering a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s smooth integration with Gmail is helpful for users greatly reliant on email interaction.
As a freelance journalist, handling your hiring procedure and customer relationships is critical to your success. offers a economical and instinctive solution that perfectly integrates with Gmail, enabling you to simplify your operations and focus on your craft. While it may not have the innovative functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a material, author, or editor creator, can empower you to take control of your freelance journalism career by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.