As an experienced freelance journalist, I understand the difficulties of handling projects, tracking leads, and nurturing client relationships. In this short article, I will dig into the benefits of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for beginners hey guys invite back in this video I will be showing you how to utilize Can Streak Crm Use Exchange Server Email for your consumer relations partnership communication and far more so let’s enter it first off 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 contribute to our easy Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is truly amazing and I’ll reveal you how to do that as a total novice it will help you customize a perfect procedure for your group and you will have the ability to get your work done now let’s really enter into the process now is offered as an extension and it’s entirely totally free so as soon as you get to the website you’ll get this alternative here which is contribute 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 on contribute 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 make certain to sign.
into the 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 understand folders we are getting just recently viewed all tracked emails and upgraded reply and then we have this new choice 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 brand-new control panel for here I’ll have the ability to produce a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go develop a new pipeline let’s really do that you will click brand-new pipeline here and we have various choices to start with we have the stages so this is where you will select these phases for your pipeline and you can in fact we have a lead contacted pitched demo working out close phone closed uh you understand then we have nurturing all right then we have Fields so in fields we have a date of last email last email from lead Source priority market offer size business size close rate email thread count days and state and notes so if you wish to add another stage you will click this Plus on top and you will provide your stage a name let’s say that you in fact wanted 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 give it your color so we can actually select different colors for each of the stages but I believe all of these are in fact currently created so this is really pretty impressive what I will do is I will actually get rid of this one and if you feel like there is um I think pitched and demonstration are sort of like the very 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 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 free type a date check box fall General email e-mail tracking task calls and meetings 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 choose this one here this is the field that was actually missing and I’ll really rearrange and put the notes here alright email thread count close date all right company’s size offer size and Business size fine let’s get rid of the business size and I’m gon na in fact discover something else within the general where we have created by date created followers and more so I really want to opt for the created.
by or possibly the fans because I wish to monitor my team members that are really following this so I will you know put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a lot of choices readily available within streak is really among the most convenient and one of the most uh you know flexible out there it’s really easy to use with design templates we have tasks too within my job again if I didn’t wish to go for these sales if I made with jobs then I can choose the task 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 offer it different different colors we also have business Dev here you can see then we have working with so if you do hiring then this is going to be your stages job search investor fundraising others property assistance and custom So within our assistance you can see we have inbound appointed working on fixed and sound this is actually respectable and we also have customized where I can in fact start something from the scratch completely according to my business for me we merely have the sales so I’m gon na choose the sales here and click on produce personal 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 develop now it will just take a second for a street to develop a pipeline for me so you can see this actually looks pretty good now I will have the ability to add my Lead Series so you can really click this fall and we have manage phase or rename so as I proceed 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 add a box so click ADD box here and I’m going to include a box in the lead area here and let’s simply call it brand-new and click go into so now you can see we have one lead produced let’s state that there is in fact closed one so I’m going to include one here let’s just for now let’s call it new I’m going to include another lead let’s call it new two we can in fact open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work in this manner now you can see we have 2 leads then let’s state there was a gotten in touch with too there’s one negotiating so I’ll just merely click brand-new now when you produce a lead we can really click on this link and it will now open up the different fields that we added so this is a new Elite that I produced and we have all of these various columns we have the fields that we developed remember and then we have invite colleagues so from here I can welcome the staff member we have add columns we have emails files and remarks you can change to the e-mails and it will reveal you the emails that you got in files we can even upload 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 produce a lead within your as soon as you’re finished with this you can actually click on enter and it will be closed now it will show 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 gotten in touch with 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 erasing and sharing too uh one more thing with srix at the top you will have the ability to see we have personal alternative we have these three dots where we can discover these phases Combinations and automation this is among the essential ones click here and you’ll be able to actually integrate um other apps within yourr transfer information for notifications for automations custom develops and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they very easily and create 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 simple Gmail really quickly from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have created we will even have our merge e-mails now with our so this is the combine email and with combine e-mail what occurs is I can really create a follow-up e-mails and different storage e-mails here and we have active instructs so utilizing is really easy you can get going totally free by just adding the integration and now you understand how to use as a total beginner don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me provide some context about my profession and how it relates to. As a self-employed reporter, I’ve worked with numerous customers, handled several jobs concurrently, and maintained a comprehensive network of contacts. Balancing these obligations can be overwhelming, and I acknowledged the requirement for a central system to streamline my operations.
In my mission for a service, I checked out different platforms but found them to be either too costly or too intricate 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 customer relationship management tool that seamlessly incorporates with Gmail, making it perfect for independent reporters who greatly rely on email interaction. Here are some crucial benefits of using for your freelance journalism working with process:.
User-friendly Email Tracking and Organization:.
enables 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 simple to handle and keep an eye on the progress of your projects and jobs.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to picture and manage your sales process from lead generation to job completion.
You can categorize contacts, create customized stages, set suggestions, and track interactions, guaranteeing that no chance slips through the fractures.
Smooth Partnership and Team Effort:.
assists in partnership by permitting you to share pipelines and interact with employee within the platform.
You can designate jobs, share essential emails, and collaborate in real-time, improving efficiency and making sure everybody remains on the exact same page.
‘s flexible workflow system allows you to customize your pipelines and automate repeated jobs.
You can create templates for typical e-mail actions, schedule follow-ups, and set up suggestions, saving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, uses benefits in terms of coding and software advancement. Here’s how:.
supplies a robust API and substantial designer paperwork, making it simple to incorporate with other tools and construct custom solutions.
This versatility permits self-employed journalists with coding skills to extend the functionality of and customize it to their particular requirements.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to handle software application advancement jobs, from ideation to release.
You can create custom-made phases for various development phases, designate tasks to staff member, and track progress efficiently.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly user interface and easy-to-use features, minimizing the learning curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collaborative features that improve teamwork and interaction.
Developer-friendly API for integration and customization.
Cost-efficient service for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Reliance on Gmail for complete performance, restricting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
uses a more cost effective service, especially for freelancers and small businesses.
HubSpot has a free version, however advanced functions require a higher-tier paid subscription.
Functions and Complexity:.
offers a more thorough suite of functions, including innovative marketing automation and analytics.
focuses on simpleness and ease of use, using a structured experience.
Both and integrate with different third-party tools.
‘s seamless combination with Gmail is beneficial for users greatly reliant on email communication.
As an independent reporter, managing your hiring procedure and client relationships is vital to your success. deals a intuitive and affordable service that flawlessly incorporates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it may not have the advanced functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a author, editor, or material developer, can empower you to take control of your freelance journalism career by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.