As an experienced freelance journalist, I understand the obstacles of managing jobs, tracking leads, and supporting client relationships. In this short article, I will dig into the benefits of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for newbies hey guys welcome back in this video I will be revealing you how to use Whats Slaes Activity In Streak Crm for your consumer 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 website right here now is a kind of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is actually remarkable and I’ll reveal you how to do that as a complete novice it will help you customize a best procedure for your group and you will be able to get your work done now let’s really get into the process now is offered as an extension and it’s entirely totally free so once you get to the site you’ll get this alternative here which is contribute 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 add to Chrome click ADD extension and your extension will be included okay it’s done and now it is adding 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 simply sign in make certain to sign.
into the exact same Gmail that you have included 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 permit after adding this is what your Gmail will look like now you can see here in our basic you understand folders we are getting recently seen all tracked e-mails and upgraded reply and after that we have this brand-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 combines so you can see this resembles our new dashboard for here I’ll be able to create a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go develop a brand-new pipeline let’s in fact do that you will click on new pipeline here and we have different alternatives first of all we have the stages so this is where you will choose these phases for your pipeline and you can really we have actually a lead called pitched demo negotiating close phone closed uh you know then we have nurturing all right then we have Fields so in fields we have a date of last e-mail 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 include another stage you will click this Plus at the top and you will provide your phase a name let’s state that you really wanted to develop another um you know stage here for instance let’s state I didn’t have no strings so I can produce right here.
and you can offer it your color so we can really pick various colors for each of the stages but I believe all of these are in fact already developed so this is actually quite impressive what I will do is I will in fact get rid of this one and if you seem like there is um I think pitched and demonstration are kind of like the very same thing we just choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s eliminate the demo here and after that we have working out with negotiating I can choose 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 on this plus here and we have complimentary form a date check box drop down General e-mail email tracking task 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 really missing and I’ll in fact rearrange and put the notes here all right e-mail thread count close date fine business’s size deal size and Company size fine let’s get rid of the company size and I’m gon na actually find something else within the basic where we have developed by date created followers and more so I actually want to choose the produced.
by or perhaps the followers due to the fact that I wish to monitor my employee 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 desired for my pipeline now you can see there are a lot of alternatives offered within streak is in fact one of the easiest and among the most uh you understand flexible out there it’s extremely easy to use with templates we have tasks too within my project once again if I didn’t want to go for these sales if I finished with projects then I can choose the job stages right here and again the fields the procedure is going to be similar you will pick these phases from here on this plus button here and you can also give it various various colors we also have service Dev here you can see then we have employing so if you do hiring then this is going to be your phases task search investor fundraising others realty assistance and custom So within our support you can see we have actually incoming appointed working on dealt with and sound this is really respectable and we likewise have customized where I can actually start something from the scratch absolutely according to my organization for me we simply 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 a staff member so I’m going to opt for the shared one here and click create 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 be able to include my Lead Series so you can in fact click on this drop down and we have handle stage or rename so as I proceed as I add various leads here what I I will do is I’ll just merely click and I’ll be able to include 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 just call it new and click on get in so now you can see we have one lead produced let’s say that there is actually closed one so I’m going to include one here let’s just for now let’s call it brand-new I’m going to add 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 state there was a contacted also there’s one working out 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 up the different fields that we added so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we created keep in mind and then we have welcome colleagues so from here I can invite the staff member we have add columns we have e-mails files and remarks you can switch to the e-mails and it will reveal you the e-mails that you got in files we can even upload files and then 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 develop a lead within your as soon as you’re done with this you can really click go into and it will be closed now it will reveal you something like this we have all of our information collected 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 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 have the ability 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 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 incorporate 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 new pipeline we can change to our basic Gmail very easily from here and it will likewise reveal 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 merge e-mail and with combine email what takes place is I can actually create a follow-up emails and different storage emails here and we have active instructs so using is truly simple you can get going totally free by just including the combination and now you know how to use as a complete newbie do not.
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 a freelance reporter, I have actually worked with numerous clients, managed numerous tasks all at once, and maintained a substantial network of contacts. Juggling these obligations can be overwhelming, and I recognized the requirement for a central system to enhance my operations.
In my quest for an option, I checked out various platforms but found them to be either too pricey or too complicated for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly incorporates with Gmail, making it perfect for self-employed journalists who greatly count on email interaction. Here are some key benefits of using for your freelance journalism hiring procedure:.
User-friendly Email Tracking and Organization:.
allows you to track and arrange your e-mails effortlessly, providing you a clear overview of your interactions with customers, leads, and collaborators.
You can create personalized pipelines directly within your inbox, making it easy to handle and keep an eye on the progress of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and manage your sales procedure from lead generation to project conclusion.
You can categorize contacts, develop custom stages, set suggestions, and track interactions, ensuring that no chance slips through the fractures.
Smooth Collaboration and Team Effort:.
facilitates collaboration by permitting you to share pipelines and interact with staff member within the platform.
You can assign tasks, share crucial e-mails, and collaborate in real-time, improving efficiency and ensuring everyone remains on the same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repeated tasks.
You can produce design templates for common email responses, schedule follow-ups, and set up reminders, saving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in independent journalism, uses advantages in regards to coding and software advancement. Here’s how:.
supplies a robust API and comprehensive designer documents, making it easy to incorporate with other tools and construct custom-made services.
This versatility permits freelance journalists with coding skills to extend the functionality of and tailor it to their specific requirements.
Job Management for Software Development:.
‘s pipeline function can be adapted to manage software application development projects, from ideation to release.
You can create customized phases for different advancement phases, designate jobs to staff member, and track development efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and easy-to-use features, minimizing the learning curve.
Personalized pipelines and workflows to adapt to private requirements.
Collaborative functions that enhance teamwork and interaction.
Developer-friendly API for integration and customization.
Cost-effective option for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation functions.
Reliance on Gmail for complete performance, restricting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more economical option, particularly for freelancers and small companies.
HubSpot has a free variation, however advanced functions require a higher-tier paid subscription.
Functions and Complexity:.
offers a more comprehensive suite of functions, including advanced marketing automation and analytics.
focuses on simpleness and ease of use, using a streamlined experience.
Both and incorporate with various third-party tools.
‘s smooth combination with Gmail is beneficial for users greatly reliant on email communication.
As a self-employed journalist, handling your hiring procedure and customer relationships is vital to your success. deals a intuitive and budget friendly solution that perfectly integrates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it might not have the sophisticated features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a material, editor, or writer 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 endeavors.