As a seasoned freelance journalist, I understand the obstacles of handling jobs, tracking leads, and supporting client relationships. In this article, I will dig into the benefits of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for beginners hey guys welcome back in this video I will be revealing you how to utilize Can You Put Dual Reference Items In Streak Crm for your consumer relations collaboration communication and much more so let’s enter into it first off you need to go to streak.com and you will arrive at this site right here now is a kind of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is really incredible and I’ll reveal you how to do that as a complete novice it will help you customize a perfect process for your team and you will have the ability to get your work done now let’s in fact get into the procedure now is readily available as an extension and it’s totally complimentary so once you get to the website you’ll get this choice here which is add 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 ADD extension and your extension will be included alright 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 sign in ensure to sign.
into the very same Gmail that you have actually included the uh you know streak to now it will ask you for your access and we’re gon na merely scroll down and click allow 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 seen all tracked emails and upgraded reply and then we have this brand-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 new control panel for here I’ll be able to create a 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 in fact do that you will click new pipeline here and we have different alternatives first of all we have the stages so this is where you will select these stages for your pipeline and you can actually we have a lead called pitched demonstration negotiating close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last email last e-mail from lead Source concern industry deal size business size close rate e-mail thread count days and state and notes so if you want to include another stage you will click on this Plus at the top and you will provide your phase a name let’s say that you really wanted to produce another um you know stage 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 select various colors for each of the stages but I think all of these are actually currently created so this is in fact quite impressive what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demonstration are sort of like the exact same thing we just go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s get rid of the demonstration 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 different fields that you want so you will click on this plus here and we have complimentary form a date check box fall General e-mail e-mail tracking job 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 go with this one here this is the field that was actually missing and I’ll in fact rearrange and put the notes here fine email thread count close date alright business’s size deal size and Company size alright let’s get rid of the company size and I’m gon na really find something else within the basic where we have created by date produced fans and more so I actually wish to opt for the created.
by or possibly the followers since I wish to keep an eye on my team members that are in fact 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 great deal of choices 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 design templates we have projects too within my task again if I didn’t want to choose these sales if I finished with tasks then I can opt for the job phases 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 also provide it different various colors we likewise have service 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 financier fundraising others real estate support and customized So within our assistance you can see we have actually incoming assigned working on resolved and sound this is in fact respectable and we likewise have custom where I can really start something from the scratch absolutely according to my service for me we simply have the sales so I’m gon na go with the sales here and click on 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 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 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 different leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click the top here add 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 enter so now you can see we have actually 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 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 simply gon na work this way now you can see we have 2 leads then let’s say there was a contacted as well there’s one working out so I’ll just simply click new now once you create a lead we can in fact click here and it will now open up the different fields that we added so this is a new Elite that I developed and we have all of these various columns we have the fields that we created keep in mind and after that we have invite teammates so from here I can invite the team members we have add columns we have e-mails files and comments you can change to the e-mails and it will show you the e-mails that you got in files we can even submit 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.
attachments so this is how you develop a lead within your when you’re done with this you can actually click enter and it will be closed now it will reveal you something like this we have all of our data collected here and at the top we’re getting our account such as two leads one gotten in touch with and something like this and this is where you will be getting your list we can select different leads from here the stages and we can perform bulk actions such as erasing and sharing also uh another thing with srix at the top you will have the ability to see we have private 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 integrate um other apps within yourr transfer data for alerts for automations custom-made constructs and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely quickly and create our CSV files similarly now I can change to my different folders that we have here and I can develop a new pipeline we can change to our easy 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 emails now with our so this is the combine e-mail and with combine email what happens is I can actually produce a follow-up emails and various storage e-mails here and we have active advises so utilizing is truly simple you can get going free of charge by simply adding the integration and now you know how to utilize as a complete novice don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me supply some context about my profession and how it connects to. As a self-employed journalist, I’ve worked with numerous customers, handled multiple jobs all at once, and maintained a substantial network of contacts. Juggling these obligations can be frustrating, and I acknowledged the requirement for a centralized system to enhance my operations.
In my quest for an option, I explored numerous platforms but found them to be either too intricate or too costly for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly incorporates with Gmail, making it ideal for freelance journalists who greatly count on e-mail communication. Here are some essential advantages of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Organization:.
permits you to track and organize your e-mails easily, offering you a clear overview of your interactions with clients, leads, and partners.
You can create customizable pipelines directly within your inbox, making it simple to keep an eye on the development and handle of your jobs and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to picture and manage your sales process from list building to task completion.
You can classify contacts, create custom stages, set suggestions, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Collaboration and Team Effort:.
helps with collaboration by allowing you to share pipelines and communicate with team members within the platform.
You can assign tasks, share essential e-mails, and collaborate in real-time, enhancing performance and guaranteeing everyone remains on the very same page.
‘s versatile workflow system enables you to tailor your pipelines and automate recurring tasks.
You can create templates for common e-mail actions, schedule follow-ups, and established pointers, saving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, uses advantages in terms of coding and software application development. Here’s how:.
provides a robust API and comprehensive developer documentation, making it easy to incorporate with other tools and build custom-made options.
This versatility allows independent reporters with coding abilities to extend the functionality of and customize it to their specific requirements.
Job Management for Software Advancement:.
‘s pipeline feature can be adapted to handle software development jobs, from ideation to release.
You can create custom stages for various advancement stages, appoint tasks to team members, and track development efficiently.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive interface and easy-to-use features, reducing the discovering curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collaborative features that enhance team effort and communication.
Developer-friendly API for combination and modification.
Cost-efficient solution for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for full performance, restricting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While deals substantial benefits for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
uses a more economical solution, especially for freelancers and small businesses.
HubSpot has a free version, however advanced functions need a higher-tier paid membership.
Functions and Complexity:.
offers a more extensive suite of features, consisting of innovative marketing automation and analytics.
focuses on simplicity and ease of use, offering a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s seamless integration with Gmail is helpful for users greatly reliant on e-mail interaction.
As an independent journalist, handling your hiring procedure and customer relationships is critical to your success. deals a budget-friendly and instinctive solution that seamlessly incorporates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it may not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a writer, content, or editor creator, can empower you to take control of your freelance journalism profession by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.