As a skilled freelance journalist, I comprehend the obstacles of handling projects, tracking leads, and supporting customer relationships. In this short article, I will dig into the benefits of utilizing for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for newbies hey people invite back in this video I will be revealing you how to utilize Streak Crm Descargar for your client relations collaboration interaction and much more so let’s get into it firstly you need to go to streak.com and you will arrive on this website right here now is a type of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is truly incredible and I’ll show you how to do that as a total newbie it will help you customize a best procedure for your team and you will have the ability to get your work done now let’s really get into the procedure now is available as an extension and it’s totally totally free so as soon as you get to the website 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 contribute to Chrome click on ADD extension and your extension will be added okay 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 certain to sign.
into the very same Gmail that you have added the uh you know streak to now it will ask you for your access and we’re gon na merely scroll down and click on permit 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 e-mails and updated reply and after that we have this brand-new option 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 resembles our new control panel for here I’ll be able to produce 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 actually do that you will click on brand-new pipeline here and we have different options firstly 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 contacted pitched demonstration working out close phone closed uh you know then we have supporting alright then we have Fields so in fields we have a date of last email last email from lead Source priority market offer size company size close rate email thread count days and state and keeps in mind so if you wish to include another phase you will click on this Plus at the top and you will give your phase a name let’s say that you really wanted to produce another um you know stage here for example let’s state 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 different colors for each of the stages but I believe all of these are in fact already developed so this is actually quite outstanding what I will do is I will really get rid of this one and if you feel like there is um I think pitched and demo are type of like the exact same thing we just go with the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s get rid of 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 different fields that you desire so you will click on this plus here and we have totally free kind a date check box fall General e-mail e-mail tracking task 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 in fact missing and I’ll in fact reorganize and put the notes here alright e-mail thread count close date all right company’s size offer size and Business size okay let’s eliminate the company size and I’m gon na in fact discover something else within the general where we have actually produced by date produced followers and more so I actually wish to go for the developed.
by or perhaps the followers because I wish to keep track of my staff member that are actually 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 great deal of choices available within streak is actually one of the simplest and among the most uh you understand versatile out there it’s very easy to use with templates we have tasks too within my job again if I didn’t wish to go for these sales if I did with projects then I can choose the job stages right here and again the fields the process is going to be similar you will choose these phases from here on this plus button here and you can likewise provide it various various colors we also have business Dev here you can see then we have employing so if you do working with then this is going to be your phases task search financier fundraising others real estate support and custom So within our support you can see we have inbound assigned dealing with solved and sound this is really pretty good and we likewise have customized where I can actually start something from the scratch completely according to my business for me we simply have the sales so I’m gon na opt for the sales here and click produce personal or.
shared so I will be sharing this with a team member so I’m going to choose 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 on this drop down and we have manage phase or rename so as I continue as I add various leads here what I I will do is I’ll just simply click and I’ll be able 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 area here and let’s just call it new and click go into so now you can see we have one lead developed let’s state that there is actually 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 include another lead let’s call it brand-new 2 we can actually open this up in a new tab from here too however I’m just for now I’m simply gon na work by doing this now you can see we have two leads then let’s say there was a contacted also there’s one working out so I’ll just merely click on brand-new now when you create a lead we can in fact click here and it will now open the various 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 remember and then we have invite colleagues so from here I can welcome the employee we have add columns we have e-mails 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 after that we have the remarks 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 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 data 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 choose 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 option we have these 3 dots where we can discover these stages Integrations and automation this is one of the essential ones click here and you’ll be able to actually integrate um other apps within yourr transfer data for alerts for automations customized develops and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they really quickly and create our CSV files likewise now I can change to my different folders that we have here and I can develop a new pipeline we can switch to our basic Gmail very easily from here and it will also show me the emails that I will be receiving for my pipelines that I have developed we will even have our combine e-mails now with our so this is the combine email and with combine e-mail what happens is I can really develop a follow-up emails and various storage e-mails here and we have active advises so utilizing is actually easy you can begin totally free by just adding the integration and now you know how to use as a total beginner don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it relates to. As a self-employed reporter, I’ve worked with numerous customers, managed several tasks simultaneously, and preserved an extensive network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the need for a centralized system to improve my operations.
In my quest for a solution, I explored different platforms however found them to be either too intricate or too expensive 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 ideal for independent reporters who greatly depend on e-mail communication. Here are some key benefits of using for your freelance journalism working with procedure:.
User-friendly Email Tracking and Organization:.
allows you to track and arrange your e-mails easily, giving you a clear overview of your interactions with customers, leads, and collaborators.
You can develop adjustable pipelines straight within your inbox, making it easy to handle and keep an eye on the progress of your assignments and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to visualize and manage your sales process from list building to task completion.
You can classify contacts, create custom stages, set pointers, and track interactions, guaranteeing that no opportunity slips through the cracks.
Seamless Collaboration and Teamwork:.
helps with cooperation by allowing you to share pipelines and interact with team members within the platform.
You can assign jobs, share crucial e-mails, and work together in real-time, improving efficiency and guaranteeing everyone remains on the same page.
‘s flexible workflow system enables you to customize your pipelines and automate repeated tasks.
You can create design templates for common e-mail reactions, schedule follow-ups, and established tips, saving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, provides advantages in regards to coding and software advancement. Here’s how:.
offers a robust API and extensive designer paperwork, making it simple to incorporate with other tools and develop customized options.
This flexibility permits independent journalists with coding skills to extend the functionality of and customize it to their specific requirements.
Job Management for Software Application Advancement:.
‘s pipeline function can be adapted to manage software development jobs, from ideation to release.
You can produce custom stages for different development phases, assign jobs to staff member, and track development efficiently.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive user interface and easy-to-use functions, reducing the learning curve.
Personalized pipelines and workflows to adjust to private requirements.
Collaborative functions that boost teamwork and communication.
Developer-friendly API for combination and customization.
Cost-effective solution for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation functions.
Dependence on Gmail for complete functionality, restricting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more budget-friendly service, specifically for freelancers and small companies.
HubSpot has a free version, but advanced functions require a higher-tier paid subscription.
Functions and Intricacy:.
provides a more detailed suite of features, consisting of sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, using a streamlined experience.
Both and integrate with numerous third-party tools.
‘s smooth integration with Gmail is advantageous for users heavily reliant on email interaction.
As a freelance journalist, handling your hiring procedure and customer relationships is vital to your success. deals a user-friendly and cost effective service that flawlessly integrates with Gmail, allowing you to improve your operations and concentrate on your craft. While it may not have the innovative features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re an editor, content, or author creator, can empower you to take control of your freelance journalism profession by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.