As a skilled freelance reporter, I understand the challenges of managing projects. Blog Streak Crm …tracking leads, and nurturing client relationships. Throughout the years, I’ve experimented with various tools to simplify my workflow and enhance performance. One tool that has actually truly transformed my hiring procedure. In this post, I will explore the advantages of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey guys welcome back in this video I will be revealing you how to use Blog Streak Crm for your client relations cooperation interaction and much more so let’s get into it firstly you need to go to streak.com and you will land 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 Hub and we can in fact turn our Gmail into a platform which is actually incredible and I’ll show you how to do that as a complete beginner it will assist you tailor an ideal 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 readily available as an extension and it’s completely totally free so once you get to the website 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 on add to Chrome click ADD extension and your extension will be included fine 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 ensure to sign.
into the very 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 just scroll down and click on permit after adding this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting recently viewed all tracked e-mails and upgraded reply and then we have this brand-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 create a brand-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 on new pipeline here and we have different choices first off we have the stages so this is where you will choose these phases for your pipeline and you can really we have a lead contacted pitched demo working out 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 concern market deal size business size close rate e-mail thread count days and state and notes so if you want to add another stage you will click on this Plus at the top and you will offer your stage a name let’s state that you actually wanted to create another um you understand phase here for instance let’s say I didn’t have no strings so I can develop right here.
and you can give it your color so we can really choose various colors for each of the stages but I think all of these are really already created so this is actually quite excellent what I will do is I will in fact eliminate this one and if you feel like there is um I think pitched and demo are type of like the very same thing we simply 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 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 various fields that you desire so you will click on this plus here and we have complimentary type a date check box drop down General e-mail email tracking task calls and meetings so I don’t 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 choose this one here this is the field that was really missing out on and I’ll really rearrange and put the notes here alright e-mail thread count close date alright company’s size offer size and Business size fine let’s eliminate the business size and I’m gon na actually discover something else within the basic where we have actually produced by date developed followers and more so I in fact want to opt for the developed.
by or perhaps the followers because I want to monitor my team members that are really 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 choices readily available within streak is really one of the easiest and among the most uh you understand flexible out there it’s extremely easy to use with design templates we have jobs too within my task again if I didn’t want to opt for these sales if I finished with jobs then I can go with the project phases right here and once again the fields the procedure is going to be comparable you will select these stages from here on this plus button here and you can likewise offer it various various colors we also have organization Dev here you can see then we have working with so if you do hiring then this is going to be your phases task search investor fundraising others property assistance and custom So within our support you can see we have incoming assigned working on resolved and sound this is really pretty good and we also have customized where I can actually start something from the scratch totally according to my business for me we just have the sales so I’m gon na opt for the sales here and click on develop private or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click produce now it will just take a second for a street to produce a pipeline for me so you can see this actually looks respectable now I will be able to include my Lead Series so you can really click this fall and we have handle stage or relabel so as I continue as I add different leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click the top here include a box so click on ADD box here and I’m going to include 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 actually one lead created let’s say that there is really 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 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 two leads then let’s say there was a contacted too there’s one working out so I’ll just merely click new now as soon as 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 developed and we have all of these various columns we have the fields that we created remember and then we have welcome teammates so from here I can invite the team members we have add columns we have e-mails files and remarks you can switch to the emails and it will reveal you the e-mails 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 develop 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 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 perform bulk actions such as deleting and sharing also uh another thing with srix on top you will have the ability to see we have personal option we have these three dots where we can find these stages Combinations and automation this is among the crucial ones click on this link and you’ll be able to in fact integrate um other apps within yourr transfer data for notifications for automations customized constructs and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they very easily and create 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 quickly from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have created we will even have our combine emails now with our so this is the merge email and with combine email what takes place is I can in fact develop a follow-up emails and various storage emails here and we have active advises so using is truly easy you can get started free of charge by simply including the combination and now you understand how to utilize as a complete newbie do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me provide some context about my career and how it associates with. As a freelance reporter, I’ve worked with numerous clients, handled multiple jobs at the same time, and kept a comprehensive network of contacts. Balancing these duties can be overwhelming, and I acknowledged the requirement for a central system to enhance my operations.
In my quest for an option, I checked out different platforms but discovered them to be either too intricate or too expensive for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly incorporates with Gmail, making it ideal for freelance journalists who greatly depend on email communication. Here are some crucial benefits of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Company:.
enables you to track and arrange your e-mails effortlessly, giving you a clear summary of your communications with clients, leads, and partners.
You can develop adjustable pipelines directly within your inbox, making it simple to handle and keep an eye on the progress of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to visualize and manage your sales procedure from list building to job conclusion.
You can categorize contacts, produce custom stages, set pointers, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Cooperation and Team Effort:.
facilitates cooperation by enabling you to share pipelines and interact with staff member within the platform.
You can assign jobs, share important e-mails, and team up in real-time, boosting productivity and ensuring everybody stays on the very same page.
‘s flexible workflow system enables you to tailor your pipelines and automate repetitive tasks.
You can produce design templates for common email reactions, schedule follow-ups, and set up pointers, conserving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, provides benefits in terms of coding and software application development. Here’s how:.
provides a robust API and extensive developer documents, making it easy to incorporate with other tools and build custom services.
This versatility enables freelance journalists with coding skills to extend the performance of and customize it to their specific needs.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to manage software application development projects, from ideation to release.
You can produce custom-made phases for various advancement stages, assign jobs to staff member, and track development efficiently.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and user friendly features, decreasing the discovering curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collaborative functions that improve team effort and communication.
Developer-friendly API for combination and modification.
Cost-efficient option for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation features.
Reliance on Gmail for full functionality, restricting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more economical service, especially for freelancers and small businesses.
HubSpot has a complimentary version, however advanced functions require a higher-tier paid membership.
Functions and Intricacy:.
supplies a more thorough suite of features, including innovative marketing automation and analytics.
concentrates on simpleness and ease of use, offering a structured experience.
Both and integrate with different third-party tools.
‘s smooth combination with Gmail is advantageous for users greatly reliant on email communication.
As a freelance reporter, handling your hiring procedure and client relationships is vital to your success. deals a economical and user-friendly service that flawlessly incorporates with Gmail, enabling you to improve your operations and focus on your craft. While it may not have the sophisticated features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re an editor, writer, or material 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 effect of Streak CRM in your freelance journalism endeavors.