As a skilled freelance journalist, I comprehend the obstacles of handling projects, 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 offer a comparison with HubSpot CRM.
tutorial how to utilize for novices hey people invite back in this video I will be showing you how to utilize Streak Crm Vs Nextiva for your customer relations cooperation communication and much more so let’s enter into it to start with you need to go to streak.com and you will arrive at this site right here now is a type of CRM that we can contribute 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 truly fantastic and I’ll reveal you how to do that as a complete beginner it will assist you customize an ideal process for your team and you will have the ability to get your work done now let’s really get into the procedure now is offered as an extension and it’s entirely complimentary so once you get to the website you’ll get this option here which is contribute 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 on contribute to Chrome click on ADD extension and your extension will be included all right 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 just check in make certain to sign.
into the same Gmail that you have actually added the uh you know 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 easy you understand folders we are getting recently seen all tracked e-mails and updated reply and then we have this brand-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 new control panel for here I’ll be able 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 brand-new pipeline let’s in fact do that you will click on brand-new pipeline here and we have different choices first of all we have the stages so this is where you will select these stages for your pipeline and you can in fact we have actually a lead gotten in touch with pitched demonstration working out close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority industry deal size company size close rate email thread count days and state and notes so if you want to include another phase you will click this Plus at the top and you will provide your stage a name let’s state that you really wanted to create another um you understand stage here for instance let’s say I didn’t have no strings so I can produce right here.
and you can give it your color so we can actually pick different colors for each of the stages but I believe all of these are actually already developed so this is in fact pretty outstanding what I will do is I will really get rid of this one and if you feel like there is um I believe pitched and demo are kind of like the exact same thing we just 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 demo here and after that we have working out with negotiating I can go with 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 type a date check box fall General e-mail email tracking task calls and meetings 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 opt for this one here this is the field that was in fact missing out on and I’ll really reorganize and put the notes here all right email thread count close date okay business’s size deal size and Company size all right let’s get rid of the company size and I’m gon na really find something else within the basic where we have actually developed by date produced fans and more so I really wish to choose the created.
by or maybe the followers because I wish to monitor my employee 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 easiest and among the most uh you know flexible out there it’s really easy to use with templates we have projects too within my task again if I didn’t want to opt for these sales if I did with jobs then I can go with the job stages right here and once again the fields the procedure is going to be comparable you will pick these phases from here on this plus button here and you can also provide it different various colors we likewise have organization Dev here you can see then we have employing so if you do hiring then this is going to be your stages job search financier fundraising others realty assistance and custom So within our support you can see we have inbound designated working on fixed and noise this is in fact respectable and we likewise have custom-made where I can in fact start something from the scratch totally according to my service for me we merely have the sales so I’m gon na opt for the sales here and click on produce personal or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click create now it will simply take a second for a street to create 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 in fact click this fall and we have manage phase or rename so as I continue as I include different leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click the top here add a box so click ADD box here and I’m going to add a box in the lead section here and let’s just call it brand-new and click enter so now you can see we have one lead produced 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 really open this up in a new tab from here too but I’m just for now I’m just gon na work by doing this now you can see we have two 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 brand-new now when you produce a lead we can actually click on this link and it will now open the different fields that we added 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 then we have invite teammates 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 emails and it will reveal you the emails that you got in files we can even submit files and after that we have the remarks at the top here 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 once you’re finished with this you can actually click get in and it will be closed now it will reveal 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 contacted and something like this and this is where you will be getting your list we can pick different 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 personal alternative we have these 3 dots where we can find these phases Combinations and automation this is one of the crucial ones click on this link and you’ll have the ability to in fact integrate um other apps within yourr transfer data for notifications for automations custom-made develops and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they extremely easily and produce our CSV files likewise now I can change to my different folders that we have here and I can develop a brand-new pipeline we can change to our simple Gmail extremely easily from here and it will also show me the emails that I will be getting for my pipelines that I have developed we will even have our merge e-mails now with our so this is the combine e-mail and with combine email what takes place is I can really develop a follow-up emails and different storage emails here and we have active instructs so using is truly easy you can start totally free by just adding the combination and now you understand how to use as a total novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me provide some context about my career and how it associates with. As a freelance journalist, I have actually worked with various customers, managed numerous tasks at the same time, and maintained an extensive network of contacts. Juggling these duties can be frustrating, and I acknowledged the need for a centralized system to simplify my operations.
In my mission for a service, I explored different platforms however found them to be either too expensive or too complicated for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly integrates with Gmail, making it ideal for independent journalists who heavily depend on e-mail communication. Here are some essential benefits of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Organization:.
enables you to track and organize your emails effortlessly, providing you a clear introduction of your interactions with clients, leads, and collaborators.
You can develop personalized pipelines directly within your inbox, making it easy to handle and keep track of the development of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to picture and manage your sales procedure from lead generation to project conclusion.
You can categorize contacts, produce custom stages, set suggestions, and track interactions, ensuring that no opportunity slips through the cracks.
Smooth Partnership and Teamwork:.
assists in cooperation by allowing you to share pipelines and communicate with staff member within the platform.
You can assign jobs, share crucial e-mails, and team up in real-time, boosting performance and ensuring everybody remains on the same page.
‘s versatile workflow system allows you to customize your pipelines and automate repeated tasks.
You can create design templates for common email actions, schedule follow-ups, and set up suggestions, saving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, uses benefits in terms of coding and software application advancement. Here’s how:.
offers a robust API and substantial designer paperwork, making it simple to integrate with other tools and develop custom options.
This flexibility enables freelance reporters with coding skills to extend the performance of and customize it to their particular needs.
Project Management for Software Development:.
‘s pipeline feature can be adjusted to manage software application development projects, from ideation to release.
You can create custom-made phases for different advancement phases, assign jobs to employee, and track development effectively.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and easy-to-use functions, minimizing the learning curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collaborative functions that improve team effort and communication.
Developer-friendly API for integration and customization.
Affordable solution for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Reliance on Gmail for full functionality, limiting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more inexpensive service, particularly for freelancers and small companies.
HubSpot has a free version, however advanced functions require a higher-tier paid membership.
Functions and Intricacy:.
offers a more detailed suite of features, including sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, using a streamlined experience.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is beneficial for users greatly reliant on e-mail interaction.
As a freelance reporter, handling your hiring process and customer relationships is vital to your success. deals a instinctive and inexpensive option that flawlessly integrates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it might not have the innovative features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a writer, editor, or material developer, can empower you to take control of your freelance journalism profession by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.