As a seasoned freelance journalist, I comprehend the difficulties of managing projects, tracking leads, and supporting customer relationships. In this article, I will dig into the benefits of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for newbies hey men welcome back in this video I will be revealing you how to use Streak Crm Export Contact With Company Address for your consumer relations collaboration communication and a lot more so let’s enter into it first off you need to go to streak.com and you will land on this site right here now is a kind of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is truly incredible and I’ll reveal you how to do that as a total novice it will assist you customize a perfect procedure for your group and you will have the ability to get your work done now let’s actually enter the procedure now is offered as an extension and it’s completely complimentary so once you get to the site you’ll get this option here which is contribute to Chrome and you’re.
going to select 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 alright 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 make sure to sign.
into the very 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 permit after adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting recently seen all tracked emails 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 is like our new control panel for here I’ll be able to develop a brand-new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go develop a new pipeline let’s really do that you will click on brand-new pipeline here and we have different choices first off we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have actually a lead gotten in touch with pitched demonstration negotiating close phone closed uh you understand then we have nurturing alright then we have Fields so in fields we have a date of last email last email from lead Source top priority industry deal size company size close rate email thread count days and state and keeps in mind so if you want to add another phase you will click this Plus at the top and you will provide your phase a name let’s state that you really wished to create another um you know stage here for instance let’s say I didn’t have no strings so I can create right here.
and you can provide it your color so we can in fact choose various colors for each of the stages but I think all of these are in fact currently developed so this is actually quite excellent what I will do is I will actually eliminate this one and if you seem like there is um I believe pitched and demo are type of like the same thing we just choose the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s get rid of the demonstration here and then we have working out with negotiating I can go with 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 want so you will click on this plus here and we have complimentary form a date check box drop down General e-mail e-mail tracking job calls and conferences so I don’t 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 choose this one here this is the field that was really missing and I’ll in fact rearrange and put the notes here fine e-mail thread count close date fine company’s size deal size and Company size fine let’s get rid of the company size and I’m gon na really find something else within the basic where we have actually produced by date created fans and more so I actually want to go for the created.
by or maybe the followers since I wish to keep an eye on my team members 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 options available within streak is in fact among the simplest and one of the most uh you know flexible out there it’s extremely easy to use with design templates we have jobs too within my project once again if I didn’t want to opt for these sales if I finished with jobs then I can go with the job phases right here and once again the fields the process is going to be comparable you will select these phases from here on this plus button here and you can also offer it different various colors we likewise have service Dev here you can see then we have hiring so if you do employing then this is going to be your stages task search financier fundraising others real estate support and custom-made So within our assistance you can see we have actually incoming appointed dealing with resolved and sound this is really pretty good and we also have customized where I can actually start something from the scratch absolutely according to my service for me we just have the sales so I’m gon na opt for 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 produce now it will simply take a second for a street to create a pipeline for me so you can see this really looks pretty good now I will be able to include my Lead Series so you can in fact click on this drop down and we have handle phase or rename 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 on 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 new and click on enter so now you can see we have actually one lead produced 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 add another lead let’s call it brand-new 2 we can actually open this up in a brand-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 2 leads then let’s say there was a called also there’s one working out so I’ll just merely click brand-new now once you develop a lead we can actually click on this link and it will now open the different fields that we added so this is a new Elite that I created and we have all of these different columns we have the fields that we developed keep in mind and then we have welcome colleagues so from here I can welcome the team members we have include columns we have emails files and comments 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 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 develop a lead within your once you’re made with this you can in fact click enter and it will be closed now it will reveal you something like this we have all of our information collected here and at the top we’re getting our account such as two leads one called and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh one more thing with srix on top you will be able 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 important ones click here and you’ll be able to actually integrate um other apps within yourr transfer information for notifications for automations customized constructs and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they very quickly and develop our CSV files similarly now I can change 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 likewise show me the e-mails that I will be receiving for my pipelines that I have developed we will even have our merge emails now with our so this is the merge e-mail and with combine email what takes place is I can in fact create a follow-up e-mails and different storage e-mails here and we have active advises so utilizing is really easy you can start for free by simply including the integration and now you understand how to use as a complete novice don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me supply some context about my profession and how it connects to. As a freelance reporter, I have actually worked with various clients, managed numerous projects all at once, and kept a substantial network of contacts. Balancing these obligations can be overwhelming, and I recognized the requirement for a centralized system to enhance my operations.
In my quest for a solution, I checked out various platforms however discovered them to be either too complex or too pricey for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly integrates with Gmail, making it ideal for self-employed journalists who greatly rely on e-mail communication. Here are some crucial advantages of using for your freelance journalism employing process:.
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 collaborators.
You can create customizable pipelines straight within your inbox, making it simple to monitor the progress and handle of your tasks and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to visualize and manage your sales process from list building to project conclusion.
You can categorize contacts, develop custom stages, set suggestions, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Partnership and Team Effort:.
helps with cooperation by enabling you to share pipelines and communicate with staff member within the platform.
You can designate tasks, share crucial emails, and team up in real-time, improving performance and making sure everyone remains on the very same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repeated jobs.
You can create design templates for common e-mail responses, schedule follow-ups, and established reminders, saving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, offers advantages in terms of coding and software application development. Here’s how:.
offers a robust API and comprehensive designer paperwork, making it easy to incorporate with other tools and develop customized solutions.
This flexibility permits self-employed journalists with coding abilities to extend the performance of and customize it to their specific requirements.
Task Management for Software Advancement:.
‘s pipeline feature can be adapted to manage software development tasks, from ideation to implementation.
You can develop customized stages for various development stages, appoint tasks to employee, and track progress effectively.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and easy-to-use features, lessening the learning curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collective features that improve teamwork and communication.
Developer-friendly API for combination and modification.
Affordable option for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation features.
Dependence on Gmail for full functionality, limiting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While offers substantial benefits for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more budget-friendly service, especially for freelancers and small companies.
HubSpot has a free version, however advanced features require a higher-tier paid subscription.
Functions and Intricacy:.
provides a more thorough suite of functions, including innovative marketing automation and analytics.
focuses on simpleness and ease of use, using a streamlined experience.
Both and integrate with different third-party tools.
‘s smooth integration with Gmail is advantageous for users greatly reliant on email interaction.
As a self-employed reporter, handling your hiring process and client relationships is paramount to your success. offers a instinctive and affordable service that effortlessly incorporates with Gmail, allowing you to improve your operations and concentrate on your craft. While it may not have the advanced features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re an editor, writer, or content developer, can empower you to take control of your freelance journalism profession by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.