As a seasoned freelance journalist, I comprehend the obstacles of handling jobs, tracking leads, and nurturing client relationships. In this post, I will dive into the benefits of utilizing for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for newbies hey people welcome back in this video I will be revealing you how to utilize What Does Streak Crm Do for your consumer relations collaboration interaction and far more so let’s get into it to start with you need 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 easy Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is actually amazing and I’ll show you how to do that as a total beginner it will assist you tailor an ideal procedure for your group and you will be able to get your work done now let’s really get into the procedure now is readily available as an extension and it’s completely free so when you get to the website you’ll get this option here which is add to Chrome and you’re.
going to choose this one now it will take you to Chrome dot google.com extensions and this is our extension here click add to Chrome click on ADD extension and your extension will be added alright 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 simply check in ensure to sign.
into the exact same Gmail that you have added the uh you understand streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click permit after adding this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting recently seen all tracked emails and upgraded 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 merges so you can see this resembles our new dashboard for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go produce a new pipeline let’s actually do that you will click on brand-new pipeline here and we have different options first off we have the stages so this is where you will pick these stages for your pipeline and you can really we have a lead contacted pitched demonstration working out close phone closed uh you know then we have supporting fine then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority industry deal size business size close rate e-mail thread count days and state and notes so if you wish to include another phase you will click this Plus at the top and you will give your phase a name let’s say that you really wished to create another um you understand phase here for instance let’s say I didn’t have no strings so I can produce right here.
and you can provide it your color so we can in fact choose different colors for each of the stages however I think all of these are really already created so this is really pretty remarkable what I will do is I will actually eliminate this one and if you seem like there is um I think pitched and demonstration are sort of like the same thing we simply opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s get rid of the demo here and then we have negotiating with negotiating I can choose 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 various fields that you want so you will click on this plus here and we have totally free type a date check box drop down General e-mail e-mail tracking task calls and meetings so I do not 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 in fact missing out on and I’ll really rearrange and put the notes here all right email thread count close date alright company’s size deal size and Company size fine let’s eliminate the company size and I’m gon na in fact discover something else within the basic where we have actually developed by date created followers and more so I actually want to choose the produced.
by or perhaps the fans because I want to monitor my staff member that are really following this so I will you understand 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 readily available within streak is really among the simplest and among the most uh you understand flexible out there it’s really easy to use with design templates we have tasks too within my project again if I didn’t wish to choose these sales if I did with projects then I can opt for the task phases 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 various various colors we likewise have company Dev here you can see then we have hiring so if you do employing then this is going to be your phases job search financier fundraising others property support and custom So within our assistance you can see we have inbound appointed dealing with resolved and sound this is in fact respectable and we also have customized where I can in fact start something from the scratch absolutely according to my organization for me we just have the sales so I’m gon na go with the sales here and click produce private or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click on create now it will just take a second for a street to develop a pipeline for me so you can see this in fact looks pretty good now I will be able to include my Lead Series so you can in fact click this drop down and we have manage phase or relabel so as I continue as I include various leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click on the top here add a box so click on 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 enter so now you can see we have actually one lead developed 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 brand-new I’m going to include another lead let’s call it brand-new two we can actually open this up in a 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 say there was a contacted also there’s one negotiating so I’ll just simply click new now as soon as you create a lead we can really click on this link and it will now open up the various fields that we included so this is a new Elite that I produced and we have all of these various columns we have the fields that we created keep in mind and after that we have invite colleagues so from here I can welcome the employee we have include columns we have emails files and remarks you can change to the e-mails and it will show you the emails that you got in files we can even publish files and after that we have the comments at the top here again we have the call log we have our meeting notes and we even have our.
attachments so this is how you create a lead within your as soon as you’re finished with this you can in fact click on enter 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 choose various leads from here the stages and we can perform bulk actions such as deleting and sharing as well uh another thing with srix at the top you will have the ability to see we have personal choice we have these three dots where we can discover these stages Combinations and automation this is among the important ones click here and you’ll be able to actually incorporate um other apps within yourr transfer information for notices for automations customized constructs and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they extremely quickly and produce our CSV files likewise now I can switch to my different folders that we have here and I can create a brand-new pipeline we can change to our simple Gmail extremely easily from here and it will also show me the e-mails that I will be receiving 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 merge e-mail what occurs is I can really develop a follow-up emails and various storage e-mails here and we have active advises so using is truly easy you can begin free of charge by simply including the combination and now you understand how to use as a total newbie don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it connects to. As a freelance reporter, I’ve worked with numerous customers, handled multiple jobs all at once, and kept a comprehensive network of contacts. Juggling these obligations can be frustrating, and I acknowledged the requirement for a central system to enhance my operations.
In my quest for a service, I explored numerous platforms however discovered them to be either too intricate or too expensive for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly incorporates with Gmail, making it perfect for freelance reporters who heavily rely on email communication. Here are some key advantages of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Company:.
enables you to track and arrange your e-mails effortlessly, offering you a clear introduction of your communications with clients, leads, and collaborators.
You can create personalized pipelines directly within your inbox, making it easy to manage and monitor the development of your jobs and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and manage your sales process from list building to project conclusion.
You can classify contacts, produce custom stages, set tips, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Cooperation and Team Effort:.
assists in collaboration by permitting you to share pipelines and communicate with team members within the platform.
You can designate tasks, share important emails, and team up in real-time, improving productivity and guaranteeing everybody remains on the very same page.
‘s flexible workflow system enables you to personalize your pipelines and automate recurring jobs.
You can develop templates for common e-mail reactions, schedule follow-ups, and set up reminders, saving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, provides advantages in regards to coding and software application development. Here’s how:.
offers a robust API and comprehensive developer documentation, making it easy to integrate with other tools and develop custom solutions.
This versatility enables independent journalists with coding abilities to extend the performance of and tailor it to their specific requirements.
Project Management for Software Development:.
‘s pipeline function can be adjusted to handle software application advancement jobs, from ideation to implementation.
You can produce custom-made stages for various development phases, appoint jobs to employee, and track progress efficiently.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
User-friendly user interface and easy-to-use features, decreasing the finding out curve.
Customizable pipelines and workflows to adjust to private requirements.
Collective features that boost teamwork and interaction.
Developer-friendly API for combination and modification.
Affordable service for freelancers and small companies.
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 suppliers.
Comparison with HubSpot CRM:.
While offers substantial benefits for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more affordable option, specifically for freelancers and small businesses.
HubSpot has a totally free version, but advanced features need a higher-tier paid subscription.
Features and Intricacy:.
supplies a more extensive suite of features, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, using a structured experience.
Both and incorporate with different third-party tools.
‘s seamless combination with Gmail is useful for users heavily reliant on email interaction.
As a self-employed journalist, handling your hiring procedure and client relationships is paramount to your success. deals a affordable and intuitive option that perfectly integrates with Gmail, allowing you to improve your operations and focus on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a writer, 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 ventures.