As an experienced freelance journalist, I comprehend the obstacles of managing tasks, tracking leads, and supporting customer relationships. In this post, I will dig into the advantages of utilizing 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 invite back in this video I will be showing you how to use Streak Inc Crm Softwares for your customer relations cooperation communication and far more so let’s get into it to start with you require to go to streak.com and you will arrive at this site right here now is a type of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is actually remarkable and I’ll reveal you how to do that as a total newbie it will assist you personalize a best process for your team and you will be able to get your work done now let’s really enter into the procedure now is available as an extension and it’s completely free so when you get to the site you’ll get this option here which is contribute 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 add to Chrome click ADD extension and your extension will be included all right it’s done and now it is adding to Gmail and it will take me directly 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 sign in make sure to sign.
into the same Gmail that you have included the uh you understand streak to now it will ask you for your access and we’re gon na simply scroll down and click enable after including this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting recently viewed all tracked emails and upgraded 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 combines so you can see this is like our new dashboard for here I’ll have the ability to create 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 new pipeline here and we have different choices to start with we have the stages so this is where you will select these stages for your pipeline and you can really we have a lead called pitched demonstration working out close phone closed uh you understand then we have supporting alright then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern market offer size company size close rate email thread count days and state and notes so if you want to include another phase you will click on this Plus on top and you will provide your phase a name let’s state that you really wanted to produce another um you know phase here for example 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 actually choose various colors for each of the stages however I believe all of these are in fact currently produced so this is in fact quite remarkable what I will do is I will in fact get rid of this one and if you seem like there is um I believe pitched and demo are sort of like the very same thing we just choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is in fact let’s eliminate the demonstration here and after that we have negotiating 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 this plus here and we have totally free form a date check box fall General email e-mail tracking job calls and conferences 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 in fact missing out on and I’ll actually rearrange and put the notes here fine email thread count close date okay company’s size offer size and Business size fine let’s get rid of the company size and I’m gon na really discover something else within the basic where we have actually created by date produced fans and more so I in fact wish to opt for the developed.
by or perhaps the fans since I want to keep an eye on my staff member that are in fact following this so I will you know put it right here now these are the a few of the fields that I desired for my pipeline now you can see there are a great deal of options available within streak is actually among the easiest and one of the most uh you understand flexible out there it’s extremely easy to use with templates we have projects too within my task again if I didn’t want to choose these sales if I made with tasks then I can choose the task stages right here and again the fields the process is going to be comparable you will select these stages from here on this plus button here and you can likewise provide it various various colors we likewise have service Dev here you can see then we have employing so if you do employing then this is going to be your stages job search investor fundraising others real estate assistance and custom So within our assistance you can see we have actually incoming appointed dealing with fixed and sound this is really respectable and we also have customized where I can actually start something from the scratch totally according to my service for me we simply have the sales so I’m gon na choose the sales here and click on create private 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 develop now it will just take a second for a street to create a pipeline for me so you can see this actually 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 proceed as I include different leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click the top here include a box so click on ADD box here and I’m going to add a box in the lead area here and let’s simply call it brand-new and click on go into so now you can see we have one lead created let’s say that there is really 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 simply gon na work in this manner now you can see we have two leads then let’s state there was a contacted as well there’s one working out so I’ll just simply click new now as soon as you produce a lead we can really click here and it will now open up the different fields that we included so this is a brand-new Elite that I developed and we have all of these different columns we have the fields that we developed remember and then we have welcome colleagues so from here I can invite the employee we have add columns we have emails files and remarks you can change to the emails and it will reveal you the emails that you got in files we can even submit 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 produce a lead within your as soon as you’re done with this you can really click enter and it will be closed now it will reveal you something like this we have all of our data collected 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 pick various leads from here the stages and we can perform bulk actions such as deleting and sharing too uh another thing with srix on top you will have the ability to see we have private choice we have these 3 dots where we can discover these stages Integrations and automation this is among the essential ones click here and you’ll be able to in fact integrate um other apps within yourr transfer data for notifications for automations customized develops and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they really easily and create our CSV files similarly now I can switch to my various folders that we have here and I can develop a new pipeline we can switch to our easy Gmail very easily from here and it will likewise show me the emails that I will be receiving for my pipelines that I have actually produced we will even have our merge e-mails now with our so this is the combine email and with merge e-mail what happens is I can really produce a follow-up e-mails and different storage emails here and we have active advises so using is actually simple you can get started for free by simply including the combination and now you know how to use as a total newbie do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me offer some context about my career and how it relates to. As a self-employed reporter, I have actually worked with numerous customers, handled multiple tasks at the same time, and maintained an extensive network of contacts. Balancing these obligations can be frustrating, and I recognized the need for a central system to improve my operations.
In my mission for a service, I checked out different platforms however discovered them to be either too complex or too expensive for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly incorporates with Gmail, making it perfect for independent reporters who heavily depend on email communication. Here are some essential benefits of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Company:.
allows you to track and organize your emails effortlessly, giving you a clear overview of your interactions with customers, leads, and partners.
You can develop adjustable pipelines directly within your inbox, making it simple to monitor the progress and manage of your jobs and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to visualize and manage your sales process from list building to job completion.
You can categorize contacts, develop custom-made phases, set tips, and track interactions, ensuring that no chance slips through the cracks.
Seamless Collaboration and Team Effort:.
facilitates cooperation by permitting you to share pipelines and communicate with team members within the platform.
You can appoint jobs, share important e-mails, and collaborate in real-time, boosting performance and ensuring everyone remains on the same page.
‘s versatile workflow system allows you to personalize your pipelines and automate repetitive tasks.
You can create templates for typical e-mail actions, schedule follow-ups, and set up reminders, saving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, offers benefits in terms of coding and software application advancement. Here’s how:.
supplies a robust API and comprehensive developer documents, making it easy to integrate with other tools and construct customized services.
This versatility enables freelance reporters with coding abilities to extend the functionality of and tailor it to their specific needs.
Project Management for Software Application Development:.
‘s pipeline function can be adjusted to manage software development projects, from ideation to deployment.
You can create custom stages for different advancement stages, appoint jobs to team members, and track development effectively.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Instinctive interface and easy-to-use features, minimizing the discovering curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collaborative functions that improve team effort and communication.
Developer-friendly API for integration and customization.
Economical service for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for complete performance, limiting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While deals substantial advantages for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more inexpensive option, especially for freelancers and small companies.
HubSpot has a totally free version, but advanced features need a higher-tier paid subscription.
Features and Complexity:.
supplies a more comprehensive suite of functions, consisting of advanced marketing automation and analytics.
focuses on simpleness and ease of use, using a structured experience.
Both and integrate with different third-party tools.
‘s smooth combination with Gmail is helpful for users greatly reliant on e-mail interaction.
As a freelance journalist, managing your hiring procedure and customer relationships is vital to your success. deals a user-friendly and economical service that seamlessly integrates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it might not have the sophisticated functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, 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 career by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.