As a seasoned freelance journalist, I comprehend the difficulties of managing projects, tracking leads, and supporting customer relationships. In this article, I will delve into the advantages of utilizing 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 newbies hey people welcome back in this video I will be showing you how to use Streak Crm Linkedin Prospects for your client relations partnership communication and a lot more so let’s get into it to start with you need to go to streak.com and you will arrive on this site right here now is a sort of CRM that we can add to our simple Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is truly remarkable and I’ll show you how to do that as a total novice it will assist you tailor a best process for your group and you will be able to get your work done now let’s actually enter into the process now is offered as an extension and it’s totally free so once you get to the website you’ll get this alternative 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 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 check in make certain to sign.
into the exact same Gmail that you have added the uh you understand streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click enable 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 upgraded reply and after that we have this new choice which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this is like our brand-new control panel for here I’ll have the ability to develop a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go create a brand-new pipeline let’s in fact do that you will click new pipeline here and we have various choices to start with we have the stages so this is where you will select these stages for your pipeline and you can actually we have actually a lead called pitched demo working out close phone closed uh you know then we have nurturing okay 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 wish to include another phase you will click on this Plus on top and you will give your phase a name let’s say that you in fact wanted to produce another um you understand 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 really choose various colors for each of the stages but I believe all of these are actually already produced so this is really pretty excellent what I will do is I will actually get rid of this one and if you feel like there is um I believe pitched and demonstration are sort of like the same thing we simply choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s eliminate the demonstration here and after that we have working out with negotiating I can choose 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 this plus here and we have free form a date check box fall General e-mail email 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 alright e-mail thread count close date all right company’s size deal size and Company size all right let’s eliminate the business size and I’m gon na actually discover something else within the general where we have actually produced by date created followers and more so I in fact want to go for the developed.
by or possibly the followers due to the fact that I want to keep an eye on my team members that are actually following this so I will you know put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a lot of options offered within streak is really among the easiest and among the most uh you understand versatile out there it’s very easy to use with design templates we have tasks too within my job again if I didn’t wish to choose these sales if I made with projects then I can opt for the project stages right here and once again the fields the process is going to be similar you will pick these stages from here on this plus button here and you can also offer it various various colors we likewise have company Dev here you can see then we have hiring so if you do working with then this is going to be your stages task search investor fundraising others real estate support and custom So within our support you can see we have inbound assigned dealing with fixed and noise this is actually pretty good and we likewise have customized where I can really start something from the scratch completely according to my organization for me we simply have the sales so I’m gon na opt for the sales here and click on develop personal or.
shared so I will be sharing this with a staff member so I’m going to opt for the shared one here and click on develop now it will just take a second for a street to develop a pipeline for me so you can see this in fact looks pretty good now I will have the ability to add my Lead Series so you can actually click this drop down and we have handle stage 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 include a box so click ADD box here and I’m going to add a box in the lead section here and let’s just call it brand-new and click get in so now you can see we have one lead produced 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 new I’m going to include another lead let’s call it brand-new two we can in fact 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 two leads then let’s say there was a gotten in touch with too there’s one negotiating so I’ll just simply click on brand-new now when you develop a lead we can in fact click here and it will now open the various fields that we included so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we produced keep in mind and then we have invite teammates so from here I can invite the employee we have add columns we have emails files and remarks you can change to the e-mails and it will show you the e-mails that you got in files we can even publish files and then we have the comments at the top here once 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 when you’re finished with this you can really click go into 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 2 leads one called and something like this and this is where you will be getting your list we can pick various leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh another thing with srix on top you will have the ability to see we have personal alternative we have these 3 dots where we can discover these stages Integrations and automation this is among the essential ones click on this link and you’ll have the ability to really integrate um other apps within yourr transfer information for alerts for automations custom-made constructs and more we can also integrate our Google Sheets to ou and we’ll have the ability 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 create a new pipeline we can switch to our easy Gmail extremely quickly from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have actually produced we will even have our merge emails now with our so this is the combine e-mail and with combine email what takes place is I can actually develop a follow-up e-mails and different storage e-mails here and we have active advises so utilizing is really easy you can start free of charge by just adding the integration and now you understand how to use as a complete newbie don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me supply some context about my career and how it relates to. As an independent reporter, I’ve dealt with various customers, handled multiple tasks all at once, and preserved an extensive network of contacts. Juggling these obligations can be overwhelming, and I recognized the need for a central system to simplify my operations.
In my quest for a solution, I explored different platforms however found them to be either too costly or too intricate for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly incorporates with Gmail, making it perfect for independent reporters who heavily count on email interaction. Here are some essential 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 effortlessly, offering you a clear introduction of your communications with clients, leads, and partners.
You can produce personalized pipelines directly within your inbox, making it simple to keep an eye on the development and manage of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to envision and handle your sales process from lead generation to task conclusion.
You can classify contacts, develop custom-made phases, set suggestions, and track interactions, ensuring that no chance slips through the fractures.
Seamless Cooperation and Teamwork:.
assists in partnership by allowing you to share pipelines and communicate with employee within the platform.
You can designate tasks, share essential e-mails, and collaborate in real-time, boosting productivity and making sure everyone stays on the same page.
‘s versatile workflow system allows you to tailor your pipelines and automate recurring tasks.
You can develop templates for common email actions, schedule follow-ups, and set up reminders, saving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, uses benefits in regards to coding and software development. Here’s how:.
supplies a robust API and comprehensive developer documentation, making it easy to integrate with other tools and construct custom options.
This flexibility permits self-employed journalists with coding abilities to extend the performance of and tailor it to their specific needs.
Job Management for Software Application Advancement:.
‘s pipeline function can be adjusted to handle software application advancement jobs, from ideation to implementation.
You can create custom-made phases for various advancement stages, designate tasks to employee, and track development efficiently.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and easy-to-use features, minimizing the finding out curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collaborative functions that boost team effort and communication.
Developer-friendly API for combination and customization.
Cost-effective solution for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation functions.
Reliance on Gmail for full functionality, limiting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While deals substantial benefits for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
offers a more budget-friendly service, especially for freelancers and small companies.
HubSpot has a complimentary variation, but advanced functions need a higher-tier paid subscription.
Features and Intricacy:.
supplies a more detailed suite of features, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, using a structured experience.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is advantageous for users heavily reliant on e-mail communication.
As a self-employed reporter, handling your hiring process and customer relationships is vital to your success. deals a user-friendly and cost effective option that flawlessly incorporates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it might not have the innovative features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a material, editor, or writer creator, can empower you to take control of your freelance journalism profession 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.