As a skilled freelance journalist, I understand the difficulties of handling tasks, tracking leads, and nurturing customer relationships. In this article, I will delve into the advantages of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey men welcome back in this video I will be showing you how to use How To Add Tags In Streak Crm for your consumer relations collaboration communication and far more so let’s get into it first off you require to go to streak.com and you will arrive on this site right here now is a kind of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is actually remarkable and I’ll show you how to do that as a total beginner it will assist you tailor a perfect procedure for your group and you will be able to get your work done now let’s really enter the process now is available as an extension and it’s totally free 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 on add to Chrome click ADD extension and your extension will be added 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 sign in make sure 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 merely scroll down and click on permit after including this is what your Gmail will look like now you can see here in our simple you understand folders we are getting just recently viewed all tracked e-mails and upgraded reply and then 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 combines so you can see this resembles our new dashboard for here I’ll be able to produce a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go develop a new pipeline let’s in fact do that you will click on brand-new pipeline here and we have various alternatives first of all we have the stages so this is where you will select these phases for your pipeline and you can really we have actually a lead gotten in touch with pitched demonstration working out close phone closed uh you understand then we have nurturing okay then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority industry deal size business size close rate e-mail thread count days and state and keeps in mind so if you wish to add another phase you will click on this Plus on top and you will provide your phase a name let’s state that you in fact wanted to develop another um you know stage here for instance let’s state I didn’t have no strings so I can develop 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 already created so this is in fact quite outstanding what I will do is I will really eliminate this one and if you seem like there is um I believe pitched and demonstration are kind of like the same thing we just go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s get rid of the demo here and after that we have negotiating 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 desire so you will click this plus here and we have complimentary kind a date check box drop down General e-mail email tracking job calls and meetings so I do not 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 opt for this one here this is the field that was really missing and I’ll really reorganize and put the notes here alright email thread count close date fine business’s size offer size and Company size fine let’s get rid of the business size and I’m gon na actually find something else within the basic where we have actually developed by date developed fans and more so I in fact want to choose the produced.
by or maybe the fans due to the fact that I want to monitor my employee 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 alternatives available within streak is in fact one of the easiest and one of the most uh you understand flexible out there it’s really easy to use with design templates we have jobs too within my task once again if I didn’t want to opt for these sales if I finished with jobs then I can go with the project stages right here and once again the fields the process is going to be comparable you will choose these stages from here on this plus button here and you can also provide it various various colors we likewise have company Dev here you can see then we have hiring so if you do employing then this is going to be your phases task search financier fundraising others property support and custom-made So within our assistance you can see we have inbound appointed working on dealt with and sound this is actually pretty good and we likewise have custom-made where I can really start something from the scratch absolutely according to my business for me we simply have the sales so I’m gon na choose the sales here and click on produce private or.
shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click create now it will just take a 2nd for a street to develop a pipeline for me so you can see this in fact looks respectable now I will have the ability to add my Lead Series so you can actually click on this drop down and we have manage phase or rename so as I continue as I include various leads here what I I will do is I’ll just simply click and I’ll be able to include it click the top here include a box so click ADD box here and I’m going to add a box in the lead section here and let’s simply call it brand-new and click go into so now you can see we have one lead developed let’s say that there is in fact 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 2 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 this way now you can see we have two leads then let’s state there was a gotten in touch with too there’s one negotiating so I’ll just simply click on brand-new now as soon as you produce a lead we can in fact click here and it will now open the different fields that we included so this is a new Elite that I produced and we have all of these various columns we have the fields that we created keep in mind and after that we have invite colleagues so from here I can welcome the staff member we have include 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 then 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 create a lead within your as soon as you’re made with this you can in fact click on get in and it will be closed now it will reveal you something like this we have all of our data gathered 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 choose different leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh another thing with srix at the top you will be able to see we have personal alternative we have these 3 dots where we can find these phases Combinations and automation this is one of the crucial ones click here and you’ll have the ability to in fact incorporate um other apps within yourr transfer data for notices for automations customized develops and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really easily and create our CSV files similarly now I can change to my different folders that we have here and I can produce a brand-new pipeline we can switch to our easy Gmail extremely easily from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have created we will even have our merge emails now with our so this is the combine email and with combine email what happens is I can in fact produce a follow-up e-mails and different storage e-mails here and we have active advises so utilizing is really easy you can get going for free by just including the combination and now you understand how to use as a complete beginner do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me supply some context about my career and how it connects to. As a freelance journalist, I have actually dealt with many customers, managed several tasks simultaneously, and preserved an extensive network of contacts. Balancing these duties can be overwhelming, and I recognized the need for a centralized system to enhance my operations.
In my quest for a solution, I explored various platforms but discovered them to be either too expensive or too complicated for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly incorporates with Gmail, making it perfect for independent journalists who heavily rely on e-mail communication. Here are some key benefits of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Organization:.
enables you to track and organize your emails easily, offering you a clear introduction of your interactions with clients, leads, and partners.
You can produce personalized pipelines directly within your inbox, making it easy to monitor the development and handle of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to imagine and handle your sales procedure from list building to project conclusion.
You can classify contacts, produce custom-made phases, set tips, and track interactions, ensuring that no opportunity slips through the cracks.
Smooth Collaboration and Teamwork:.
helps with collaboration by permitting you to share pipelines and interact with staff member within the platform.
You can designate tasks, share important emails, and team up in real-time, enhancing productivity and ensuring everybody remains on the same page.
‘s versatile workflow system allows you to tailor your pipelines and automate repetitive tasks.
You can develop templates for common email responses, schedule follow-ups, and established tips, saving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, provides benefits in regards to coding and software application advancement. Here’s how:.
supplies a robust API and substantial designer documents, making it easy to integrate with other tools and construct custom solutions.
This versatility enables independent reporters with coding abilities to extend the performance of and customize it to their particular requirements.
Job Management for Software Advancement:.
‘s pipeline feature can be adjusted to manage software application development projects, from ideation to implementation.
You can produce custom stages for various development phases, designate jobs to employee, and track progress effectively.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
User-friendly user interface and easy-to-use features, reducing the finding out curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collective features that boost teamwork and interaction.
Developer-friendly API for combination and customization.
Cost-efficient service for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation features.
Dependence on Gmail for full performance, limiting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more budget-friendly option, particularly for freelancers and small businesses.
HubSpot has a free variation, but advanced functions require a higher-tier paid membership.
Features and Complexity:.
provides a more detailed suite of features, consisting of innovative marketing automation and analytics.
focuses on simplicity and ease of use, using a structured experience.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is useful for users heavily reliant on e-mail communication.
As an independent reporter, managing your hiring procedure and client relationships is paramount to your success. deals a inexpensive and user-friendly service that effortlessly incorporates with Gmail, allowing you to streamline your operations and focus on your craft. While it may not have the innovative functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a writer, editor, or content creator, can empower you to take control of your freelance journalism career by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.