As a seasoned freelance journalist, I understand the challenges of managing tasks, tracking leads, and supporting client relationships. In this short article, I will dive into the benefits of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for newbies hey guys invite back in this video I will be showing you how to utilize Gartner Crm Magic Quadrant Streak for your customer relations cooperation interaction and far more so let’s enter into it first of all you need to go to streak.com and you will arrive on this website right here now is a kind of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is actually remarkable and I’ll show you how to do that as a complete newbie it will assist you customize an ideal procedure for your group and you will be able to get your work done now let’s really enter the procedure now is available as an extension and it’s totally totally free so when you get to the site 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 on ADD extension and your extension will be added all right 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 check in make sure to sign.
into the exact 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 just scroll down and click on allow after including this is what your Gmail will look like now you can see here in our basic you know folders we are getting recently seen all tracked e-mails and updated reply and after that we have this brand-new alternative 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 new dashboard for here I’ll have the ability to produce a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go produce a brand-new pipeline let’s in fact do that you will click brand-new pipeline here and we have various options first of all we have the stages so this is where you will select these phases for your pipeline and you can actually we have actually a lead called pitched demo negotiating close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority industry offer size company size close rate email thread count days and state and notes so if you wish to add another phase you will click this Plus at the top and you will give your phase a name let’s say that you actually wanted to develop another um you know phase here for example let’s state I didn’t have no strings so I can create right here.
and you can offer it your color so we can really select various colors for each of the stages but I think all of these are really currently produced so this is in fact pretty impressive what I will do is I will really get rid of this one and if you seem like there is um I think pitched and demo are type of like the exact same thing we simply choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s eliminate the demonstration here and after that we have working out 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 complimentary type a date check box fall General email email tracking job calls and meetings so I don’t see anything for the course and meetings 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 out on and I’ll really rearrange and put the notes here okay e-mail thread count close date okay business’s size offer size and Company size okay let’s eliminate the business size and I’m gon na really discover something else within the general where we have created by date created followers and more so I actually wish to go for the created.
by or perhaps the followers due to the fact that I wish to track 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 alternatives available within streak is actually one of the simplest and among the most uh you understand flexible out there it’s very easy to use with templates we have tasks too within my project once again if I didn’t wish to go for these sales if I made with tasks then I can go with 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 likewise offer it different various colors we also have organization Dev here you can see then we have hiring so if you do employing then this is going to be your phases task search investor fundraising others realty support and custom-made So within our support you can see we have actually inbound designated working on fixed and sound this is really pretty good and we also have custom where I can really start something from the scratch completely according to my organization for me we just have the sales so I’m gon na choose the sales here and click on create 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 on produce now it will just take a 2nd for a street to create a pipeline for me so you can see this really looks pretty good now I will have the ability to include my Lead Series so you can in fact click on this fall and we have handle stage or relabel so as I proceed as I add various leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click the top here add a box so click on ADD box here and I’m going to include a box in the lead area here and let’s simply call it new and click on get in so now you can see we have one lead developed 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 brand-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 but 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 say there was a called too there’s one working out so I’ll just merely click new now once you develop a lead we can really click on this link and it will now open the different fields that we included so this is a new Elite that I created and we have all of these different columns we have the fields that we created remember and after that we have welcome teammates so from here I can welcome the employee we have add columns we have e-mails files and remarks you can switch to the emails and it will reveal you the e-mails 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 conference notes and we even have our.
attachments so this is how you create a lead within your as soon as you’re done with this you can actually click on get in and it will be closed now it will reveal you something like this we have all of our information gathered 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 various leads from here the stages and we can perform bulk actions such as deleting and sharing too uh another thing with srix at the top you will be able to see we have personal option we have these three dots where we can find these phases Combinations and automation this is among the essential ones click here and you’ll have the ability to really integrate um other apps within yourr transfer information for notices for automations custom develops and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and develop our CSV files likewise now I can switch to my different folders that we have here and I can develop a brand-new pipeline we can change to our basic Gmail really easily from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have actually developed we will even have our combine emails now with our so this is the merge e-mail and with combine e-mail what occurs is I can in fact create a follow-up e-mails and different storage e-mails here and we have active instructs so utilizing is actually easy you can start totally free by just adding the integration and now you understand how to use as a total newbie don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me provide some context about my career and how it associates with. As a self-employed reporter, I have actually worked with various customers, managed several tasks simultaneously, and kept an extensive network of contacts. Juggling these duties can be frustrating, and I recognized the requirement for a central system to enhance my operations.
In my mission for a solution, I explored different platforms however discovered them to be either too complex or too costly for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly integrates with Gmail, making it ideal for freelance journalists who greatly depend on e-mail interaction. Here are some essential advantages of using for your freelance journalism working with process:.
User-friendly Email Tracking and Organization:.
enables you to track and organize your e-mails effortlessly, providing you a clear overview of your communications with clients, leads, and partners.
You can produce customizable pipelines directly within your inbox, making it simple to manage and monitor the progress of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to imagine and manage your sales procedure from list building to task completion.
You can categorize contacts, develop custom-made phases, set suggestions, and track interactions, ensuring that no chance slips through the fractures.
Smooth Collaboration and Teamwork:.
helps with partnership by allowing you to share pipelines and communicate with team members within the platform.
You can assign jobs, share crucial e-mails, and team up in real-time, improving efficiency and ensuring everybody remains on the exact same page.
‘s versatile workflow system enables you to tailor your pipelines and automate recurring jobs.
You can create design templates for typical email actions, schedule follow-ups, and established suggestions, saving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, offers advantages in terms of coding and software application development. Here’s how:.
offers a robust API and substantial developer documents, making it easy to integrate with other tools and construct custom-made solutions.
This flexibility permits independent reporters with coding skills to extend the performance of and tailor it to their specific needs.
Project Management for Software Advancement:.
‘s pipeline function can be adjusted to handle software advancement tasks, from ideation to release.
You can develop customized stages for various advancement stages, appoint tasks to employee, and track progress efficiently.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly user interface and easy-to-use features, lessening the discovering curve.
Customizable pipelines and workflows to adjust to private requirements.
Collective functions that enhance team effort and communication.
Developer-friendly API for integration and customization.
Economical solution for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation functions.
Reliance on Gmail for complete performance, restricting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While offers substantial advantages for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more economical service, particularly for freelancers and small businesses.
HubSpot has a free version, however advanced features need a higher-tier paid subscription.
Functions and Complexity:.
supplies a more extensive suite of features, consisting of innovative marketing automation and analytics.
concentrates on simpleness and ease of use, using a streamlined experience.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is beneficial for users heavily reliant on e-mail interaction.
As a freelance journalist, handling your hiring process and customer relationships is paramount to your success. deals a user-friendly and cost effective service that seamlessly incorporates with Gmail, allowing you to streamline your operations and focus on your craft. While it may not have the innovative functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re an editor, material, or author 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 impact of Streak CRM in your freelance journalism undertakings.