As an experienced freelance reporter, I comprehend the difficulties of handling jobs, tracking leads, and supporting customer relationships. In this post, I will delve into the benefits of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for novices hey guys welcome back in this video I will be showing you how to utilize Difference Between Streak Crm And Streak Sales for your customer relations collaboration communication and much more so let’s enter into it to start with you require to go to streak.com and you will arrive on this site right here now is a sort of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is truly fantastic and I’ll show you how to do that as a complete beginner it will assist you customize an ideal process for your group and you will have the ability to get your work done now let’s in fact get into the process now is readily available as an extension and it’s completely complimentary so as soon as you get to the site you’ll get this alternative 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 on contribute to Chrome click ADD extension and your extension will be added alright it’s done and now it is contributing 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 just sign in make sure to sign.
into the exact same Gmail that you have actually added the uh you know streak to now it will ask you for your access and we’re gon na just scroll down and click on enable after adding this is what your Gmail will look like now you can see here in our basic you know folders we are getting just recently seen all tracked e-mails and updated 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 merges so you can see this resembles our brand-new dashboard for here I’ll have the ability to develop 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 on new pipeline here and we have different choices first off we have the stages so this is where you will choose these stages for your pipeline and you can really we have a lead called pitched demonstration negotiating close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority market offer size business size close rate email thread count days and state and keeps in mind so if you want to include another stage you will click this Plus at the top and you will give your stage a name let’s state that you actually wished to develop another um you understand stage here for instance let’s say I didn’t have no strings so I can create right here.
and you can offer it your color so we can really pick various colors for each of the stages but I think all of these are actually currently developed so this is really pretty excellent what I will do is I will in fact get rid of this one and if you feel like there is um I think pitched and demo are type of like the very same thing we just go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s get rid of the demo here and then we have negotiating with negotiating I can opt for 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 totally free type a date check box drop down General e-mail e-mail tracking job 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 opt for this one here this is the field that was in fact missing out on and I’ll in fact reorganize and put the notes here alright email thread count close date fine business’s size deal size and Company size fine let’s get rid of the business size and I’m gon na really discover something else within the basic where we have created by date developed fans and more so I actually want to choose the developed.
by or perhaps the followers due to the fact that I wish to track 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 wanted for my pipeline now you can see there are a lot of alternatives offered within streak is in fact among the easiest and one of the most uh you understand flexible out there it’s extremely easy to use with templates we have projects too within my job once again if I didn’t wish to choose these sales if I made with jobs then I can opt for the project phases right here and once again the fields the procedure is going to be comparable you will choose these phases from here on this plus button here and you can also offer it different various colors we likewise have organization Dev here you can see then we have working with so if you do employing then this is going to be your phases task search investor fundraising others real estate assistance and customized So within our support you can see we have actually incoming appointed working on solved and noise this is really pretty good and we also have custom-made where I can in fact start something from the scratch absolutely according to my business 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 team member so I’m going to opt for the shared one here and click create now it will simply take a 2nd for a street to produce a pipeline for me so you can see this really looks pretty good now I will have the ability to add my Lead Series so you can in fact click this drop down and we have handle stage or rename so as I proceed as I include different leads here what I I will do is I’ll just simply click and I’ll be able to include it click on the top here add a box so click ADD box here and I’m going to include a box in the lead section here and let’s simply call it new and click on get in so now you can see we have actually one lead developed let’s state that there is in fact 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 add another lead let’s call it brand-new two we can in fact open this up in a new tab from here too however I’m just for now I’m just gon na work by doing this now you can see we have 2 leads then let’s state there was a called too there’s one working out so I’ll just simply click brand-new now when you produce a lead we can in fact click on this link and it will now open up the different fields that we included so this is a new Elite that I developed 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 team members we have include columns we have emails files and comments you can change to the emails and it will show you the emails that you got in files we can even upload files and after that we have the comments at the top here once again we have the call log we have our meeting 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 really click get in and it will be closed now it will show you something like this we have all of our information gathered here and at the top we’re getting our account such as two leads one contacted 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 too uh one more thing with srix on top you will be able to see we have personal option we have these 3 dots where we can find these phases Combinations and automation this is one of the essential ones click on this link and you’ll have the ability to in fact integrate um other apps within yourr transfer information for notifications for automations custom builds and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they really quickly and produce our CSV files likewise now I can switch to my various folders that we have here and I can produce a brand-new pipeline we can switch to our easy Gmail very easily from here and it will likewise show me the emails that I will be receiving for my pipelines that I have actually created we will even have our merge e-mails now with our so this is the combine e-mail and with merge e-mail what takes place is I can in fact create a follow-up e-mails and various storage emails here and we have active instructs so using is truly easy you can begin free of charge by simply including the integration and now you know how to use as a total beginner do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me provide some context about my career and how it connects to. As a self-employed reporter, I have actually worked with various customers, handled multiple tasks all at once, and preserved a comprehensive network of contacts. Juggling these obligations can be frustrating, and I recognized the requirement for a centralized system to enhance my operations.
In my quest for a service, I explored different platforms but found them to be either too pricey or too complex 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 flawlessly integrates with Gmail, making it ideal for freelance journalists who greatly depend on e-mail communication. Here are some key advantages of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Company:.
permits you to track and organize your e-mails easily, offering you a clear introduction of your interactions with customers, leads, and collaborators.
You can create personalized pipelines directly within your inbox, making it easy to manage and keep track of the development of your jobs and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to visualize and handle your sales process from lead generation to task completion.
You can classify contacts, develop custom stages, set reminders, and track interactions, guaranteeing that no opportunity slips through the fractures.
Seamless Partnership and Team Effort:.
facilitates cooperation by allowing you to share pipelines and interact with staff member within the platform.
You can assign jobs, share important emails, and work together in real-time, boosting productivity and guaranteeing everybody stays on the same page.
‘s flexible workflow system enables you to tailor your pipelines and automate repeated tasks.
You can develop design templates for typical e-mail reactions, schedule follow-ups, and established tips, conserving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, uses advantages in terms of coding and software advancement. Here’s how:.
supplies a robust API and comprehensive developer documentation, making it simple to incorporate with other tools and construct customized options.
This flexibility permits freelance reporters with coding skills to extend the functionality of and customize it to their particular needs.
Job Management for Software Advancement:.
‘s pipeline feature can be adapted to handle software application development jobs, from ideation to deployment.
You can create customized phases for various advancement stages, designate tasks to team members, and track development effectively.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
Instinctive user interface and user friendly functions, reducing the finding out curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collaborative functions that enhance team effort and communication.
Developer-friendly API for combination and customization.
Cost-efficient solution for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for full performance, restricting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more budget friendly solution, particularly for freelancers and small companies.
HubSpot has a totally free version, but advanced features need a higher-tier paid subscription.
Functions and Complexity:.
provides a more thorough suite of functions, consisting of advanced marketing automation and analytics.
focuses on simpleness and ease of use, using a streamlined experience.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is advantageous for users greatly reliant on email communication.
As a freelance journalist, handling your hiring procedure and customer relationships is vital to your success. deals a cost effective and intuitive service that effortlessly incorporates with Gmail, enabling you to streamline your operations and focus on your craft. While it might not have the sophisticated functions of bigger 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 developer, can empower you to take control of your freelance journalism career by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.