As a seasoned freelance journalist, I understand the obstacles of handling jobs, tracking leads, and supporting client relationships. In this short article, I will dig into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey men welcome back in this video I will be showing you how to use Dive Into Streak: An Introduction To Streak Crm for your consumer relations cooperation interaction and far more so let’s enter it first off you need to go to streak.com and you will arrive at this site right here now is a type of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is really incredible and I’ll reveal you how to do that as a total newbie it will assist you personalize a perfect procedure for your group and you will be able to get your work done now let’s in fact enter the procedure now is offered as an extension and it’s completely complimentary 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 ADD extension and your extension will be included all right 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 just check in ensure to sign.
into the very 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 simply scroll down and click allow after including this is what your Gmail will appear like now you can see here in our easy you know folders we are getting just recently seen all tracked e-mails and updated reply and then we have this brand-new choice which is the pipeline so if I click 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 control panel for here I’ll be able to produce a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go develop a brand-new pipeline let’s really do that you will click on brand-new pipeline here and we have various options first of all we have the stages so this is where you will pick these stages for your pipeline and you can actually we have a lead gotten in touch with pitched demonstration negotiating close phone closed uh you understand then we have supporting okay then we have Fields so in fields we have a date of last email last e-mail from lead Source concern market deal size business size close rate email thread count days and state and keeps in mind so if you wish to add another stage you will click this Plus at the top and you will offer your phase a name let’s state that you really wished to produce another um you understand stage here for example let’s state I didn’t have no strings so I can create right here.
and you can give it your color so we can in fact pick different colors for each of the stages however I think all of these are in fact already produced so this is really quite excellent what I will do is I will really eliminate this one and if you seem like there is um I believe pitched and demo are sort of like the exact same thing we simply go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s eliminate the demo here and then we have working out with negotiating I can opt for 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 this plus here and we have totally free type a date check box drop down General e-mail e-mail tracking job calls and conferences 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 really missing and I’ll actually reorganize and put the notes here okay e-mail thread count close date alright business’s size offer size and Company size alright let’s eliminate the business size and I’m gon na in fact find something else within the basic where we have created by date created fans and more so I really wish to go for the produced.
by or possibly the followers due to the fact that I wish to keep an eye on my employee that are in fact following this so I will you understand 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 options offered within streak is really one of the simplest and one of the most uh you know versatile out there it’s very easy to use with templates we have tasks too within my job again if I didn’t want to go for these sales if I did 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 stages from here on this plus button here and you can likewise offer it different different colors we also have service Dev here you can see then we have hiring so if you do working with then this is going to be your phases job search financier fundraising others property support and customized So within our support you can see we have actually incoming assigned working on fixed and noise this is actually respectable and we likewise have custom where I can actually start something from the scratch totally according to my company for me we simply have the sales so I’m gon na choose the sales here and click develop private 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 on create now it will just take a second for a street to create a pipeline for me so you can see this in fact looks pretty good now I will be able to add my Lead Series so you can really click this drop down and we have manage stage or rename so as I continue as I include 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 section here and let’s simply call it new and click get in so now you can see we have one lead created let’s say that there is really closed one so I’m going to add one here let’s just for now let’s call it new I’m going to include another lead let’s call it brand-new two we can really 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 say there was a called also there’s one negotiating so I’ll just merely click on brand-new now once you create a lead we can in fact click on this link and it will now open up the various 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 produced remember and after that we have invite teammates so from here I can welcome the staff member we have include columns we have e-mails files and remarks you can switch to the e-mails and it will show you the emails that you got in files we can even upload files and after that we have the remarks 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 develop a lead within your once you’re done with this you can actually click enter and it will be closed now it will show you something like this we have all of our data collected here and at the top we’re getting our account such as 2 leads one called and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can perform bulk actions such as deleting and sharing also uh another thing with srix on top you will have the ability to see we have private alternative we have these 3 dots where we can discover these stages Integrations and automation this is one of the crucial ones click here and you’ll be able to really integrate um other apps within yourr transfer data for notifications for automations custom develops and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they really easily and develop our CSV files likewise now I can switch to my different folders that we have here and I can produce a new pipeline we can change to our basic 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 actually developed we will even have our merge emails now with our so this is the combine e-mail and with merge e-mail what occurs is I can in fact develop a follow-up e-mails and various storage emails here and we have active advises so using is truly easy you can get going totally free by just adding the combination and now you know how to use as a complete beginner don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me provide some context about my career and how it connects to. As an independent journalist, I have actually dealt with many customers, handled several projects at the same time, and maintained an extensive network of contacts. Balancing these obligations can be overwhelming, and I recognized the need for a centralized system to enhance my operations.
In my quest for a solution, I checked out various platforms but discovered them to be either too complicated or too pricey for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly incorporates with Gmail, making it perfect for self-employed journalists who greatly depend on e-mail interaction. Here are some crucial benefits of using for your freelance journalism working with process:.
User-friendly Email Tracking and Company:.
permits you to track and arrange your emails easily, providing you a clear overview of your interactions with customers, leads, and collaborators.
You can create adjustable pipelines straight within your inbox, making it easy to handle and monitor the progress of your jobs and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and handle your sales process from list building to task conclusion.
You can categorize contacts, produce custom stages, set reminders, and track interactions, ensuring that no chance slips through the fractures.
Seamless Cooperation and Teamwork:.
helps with cooperation by allowing you to share pipelines and communicate with staff member within the platform.
You can designate jobs, share crucial emails, and work together in real-time, enhancing performance and ensuring everyone remains on the exact same page.
‘s versatile workflow system allows you to customize your pipelines and automate repeated tasks.
You can develop design templates for typical email actions, schedule follow-ups, and established pointers, saving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, uses advantages in regards to coding and software application advancement. Here’s how:.
provides a robust API and substantial designer documents, making it easy to integrate with other tools and build custom-made services.
This versatility enables freelance reporters with coding abilities to extend the functionality of and customize it to their specific needs.
Job Management for Software Application Development:.
‘s pipeline function can be adapted to manage software application development projects, from ideation to deployment.
You can create custom-made stages for different development stages, assign jobs to team members, and track progress effectively.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
Intuitive interface and easy-to-use features, reducing the finding out curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collective functions that enhance teamwork and interaction.
Developer-friendly API for combination and personalization.
Affordable solution for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for full performance, limiting compatibility with other email providers.
Contrast with HubSpot CRM:.
While deals considerable advantages for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more economical service, especially for freelancers and small businesses.
HubSpot has a free variation, but advanced functions need a higher-tier paid membership.
Features and Intricacy:.
provides a more comprehensive suite of features, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is helpful for users greatly reliant on e-mail communication.
As a freelance reporter, handling your hiring process and client relationships is paramount to your success. deals a instinctive and budget friendly service that effortlessly incorporates with Gmail, enabling you to improve your operations and concentrate on your craft. While it might not have the innovative features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a content, editor, or writer creator, can empower you to take control of your freelance journalism career by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.