As an experienced freelance journalist, I comprehend the obstacles of managing projects, tracking leads, and supporting client relationships. In this post, I will dive into the benefits of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey guys welcome back in this video I will be showing you how to use Streak Salesforce Startup Crm for your customer relations cooperation communication and far more so let’s enter it to start with you require to go to streak.com and you will arrive at this website right here now is a kind 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 really fantastic and I’ll reveal you how to do that as a total beginner 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 totally free so when you get to the website you’ll get this choice 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 added okay 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 check in make sure to sign.
into the exact same Gmail that you have added 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 permit after adding this is what your Gmail will look like now you can see here in our basic you know folders we are getting recently seen all tracked emails and upgraded reply and then we have this new option which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this is like our new control panel for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go produce a new pipeline let’s really do that you will click on brand-new pipeline here and we have different choices first off we have the stages so this is where you will select these phases for your pipeline and you can really we have a lead called pitched demonstration working out close phone closed uh you understand then we have supporting all right then we have Fields so in fields we have a date of last email last email from lead Source concern industry deal size business size close rate e-mail thread count days and state and keeps in mind so if you wish to add another stage you will click this Plus on top and you will offer your stage a name let’s state that you actually wanted to produce another um you understand stage here for example let’s say I didn’t have no strings so I can develop right here.
and you can provide it your color so we can actually pick different colors for each of the stages but I think all of these are in fact already developed so this is really quite impressive what I will do is I will really get rid of this one and if you seem like there is um I think pitched and demo are type of like the exact same thing we simply go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s eliminate 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 phases then I will scroll down to the fields here with each pipeline what are the various fields that you want so you will click this plus here and we have free kind a date check box drop down General e-mail email tracking job calls and conferences so I don’t see anything for the course and conferences 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 actually missing out on and I’ll really reorganize 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 really discover something else within the basic where we have produced by date created fans and more so I really wish to opt for the developed.
by or possibly 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 some of the fields that I wanted for my pipeline now you can see there are a lot of choices offered within streak is in fact among the easiest and among the most uh you know versatile out there it’s very easy to use with design templates we have jobs too within my task again if I didn’t want to choose these sales if I finished with jobs then I can opt for the job stages 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 likewise offer it different different colors we also have service Dev here you can see then we have employing so if you do working with then this is going to be your phases job search financier fundraising others realty assistance and customized So within our support you can see we have actually inbound appointed working on fixed and noise this is really respectable and we also have customized where I can in fact start something from the scratch totally according to my company for me we simply have the sales so I’m gon na go with the sales here and click on develop private or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click on develop now it will just take a 2nd for a street to produce a pipeline for me so you can see this actually looks respectable now I will have the ability to add my Lead Series so you can actually click this fall and we have manage phase or relabel so as I continue as I add 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 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 simply call it brand-new and click on enter so now you can see we have actually one lead created 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 include another lead let’s call it new two we can actually open this up in a brand-new tab from here too but I’m just for now I’m just gon na work in this manner now you can see we have 2 leads then let’s say there was a contacted as well there’s one negotiating so I’ll just simply click on brand-new now when you develop a lead we can actually click on this link and it will now open the various fields that we added 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 welcome teammates 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 show you the e-mails that you got in files we can even publish files and then we have the comments at the top here again we have the call log we have our conference notes and we even have our.
accessories so this is how you produce a lead within your as soon as you’re finished with this you can actually click get in 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 two leads one called 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 discover these phases Combinations and automation this is one of the essential ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer information for notifications for automations custom constructs and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely quickly and produce our CSV files likewise now I can switch to my various folders that we have here and I can create a new pipeline we can switch to our basic Gmail really quickly from here and it will also show me the e-mails that I will be receiving for my pipelines that I have produced we will even have our combine e-mails now with our so this is the combine e-mail and with combine email what takes place is I can really produce a follow-up e-mails and various storage emails here and we have active instructs so using is actually easy you can get going for free by simply adding the combination and now you understand how to use as a total beginner do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me offer some context about my career and how it associates with. As a self-employed journalist, I have actually dealt with various customers, handled several projects simultaneously, and kept a substantial network of contacts. Juggling these obligations can be frustrating, and I recognized the requirement for a centralized system to simplify my operations.
In my mission for a solution, I explored numerous platforms but found them to be either too pricey or too intricate 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 consumer relationship management tool that effortlessly incorporates with Gmail, making it perfect for independent journalists who greatly count on email interaction. Here are some crucial benefits of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Company:.
allows you to track and organize your emails easily, providing you a clear overview of your communications with clients, leads, and collaborators.
You can produce customizable pipelines directly within your inbox, making it easy to keep track of the development and manage of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to picture and manage your sales procedure from list building to project conclusion.
You can classify contacts, develop custom-made phases, set tips, and track interactions, guaranteeing that no opportunity slips through the fractures.
Seamless Cooperation and Team Effort:.
assists in cooperation by allowing you to share pipelines and communicate with employee within the platform.
You can assign tasks, share essential emails, and team up in real-time, boosting efficiency and ensuring everybody stays on the exact same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repetitive tasks.
You can create templates for common email actions, schedule follow-ups, and established suggestions, saving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, provides benefits in regards to coding and software advancement. Here’s how:.
supplies a robust API and substantial developer documentation, making it simple to incorporate with other tools and develop custom-made solutions.
This versatility permits independent reporters with coding abilities to extend the performance of and tailor it to their particular needs.
Job Management for Software Development:.
‘s pipeline feature can be adapted to handle software application advancement projects, from ideation to release.
You can produce customized stages for various development phases, appoint jobs to staff member, and track progress efficiently.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Instinctive interface and user friendly features, lessening the discovering curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collaborative features that enhance team effort and interaction.
Developer-friendly API for combination and customization.
Cost-effective solution for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation features.
Reliance on Gmail for complete performance, restricting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While deals considerable benefits for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more affordable service, specifically for freelancers and small companies.
HubSpot has a free version, however advanced features need a higher-tier paid subscription.
Functions and Complexity:.
provides a more extensive suite of functions, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, providing a streamlined experience.
Both and integrate with numerous third-party tools.
‘s smooth combination with Gmail is useful for users greatly reliant on e-mail interaction.
As a freelance reporter, managing your hiring process and customer relationships is paramount to your success. deals a user-friendly and cost effective service that seamlessly integrates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it might not have the innovative 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 material, author, or editor developer, 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 ventures.