As an experienced freelance reporter, I understand the challenges of managing tasks, tracking leads, and supporting customer relationships. In this post, I will dig into the advantages of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey guys welcome back in this video I will be revealing you how to utilize Can I Have Multiple Domains Connected With Streak Crm for your client relations collaboration interaction and far more so let’s get into it first off 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 contribute to our basic Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is truly fantastic and I’ll show you how to do that as a complete beginner it will help you personalize an ideal procedure for your team and you will be able to get your work done now let’s really enter into the procedure now is readily available as an extension and it’s totally free so once 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 on 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 same Gmail that you have added the uh you understand 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 look like now you can see here in our simple you understand folders we are getting recently seen all tracked emails and updated reply and then we have this brand-new alternative 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 brand-new control panel for here I’ll have the ability to produce a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go produce a new pipeline let’s actually do that you will click on new pipeline here and we have different alternatives to start with we have the stages so this is where you will choose these phases for your pipeline and you can really we have a lead gotten in touch with pitched demonstration working out close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last email last e-mail from lead Source priority industry offer 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 this Plus on top and you will offer your stage a name let’s state that you in fact wanted to develop another um you understand stage 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 really choose various colors for each of the stages but I believe all of these are really currently developed so this is in fact quite remarkable what I will do is I will actually eliminate this one and if you seem like there is um I believe pitched and demonstration are sort of like the same thing we simply opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s eliminate the demo here and after that 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 this plus here and we have complimentary kind a date check box fall General e-mail e-mail tracking job calls and meetings 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 in fact missing out on and I’ll actually rearrange and put the notes here okay e-mail thread count close date okay company’s size offer size and Business size okay let’s eliminate the company size and I’m gon na really discover something else within the general where we have produced by date created fans and more so I actually wish to go for the created.
by or possibly the fans due to the fact that I want to monitor my team members that are actually following this so I will you know 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 readily available within streak is actually one of the easiest and among the most uh you know versatile out there it’s very easy to use with design templates we have jobs too within my project once again if I didn’t wish to go for these sales if I made with jobs then I can choose the project stages right here and once 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 give it different 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 phases job search investor fundraising others realty support and custom So within our assistance you can see we have actually incoming designated dealing with dealt with and noise this is in fact pretty good and we likewise have custom-made where I can actually start something from the scratch completely according to my business for me we just have the sales so I’m gon na go with the sales here and click on create 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 produce now it will simply take a 2nd for a street to create a pipeline for me so you can see this really looks pretty good now I will have the ability to include my Lead Series so you can really click on 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 merely click and I’ll be able to include 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 enter so now you can see we have actually one lead created let’s state that there is in fact 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 new two we can actually open this up in a brand-new tab from here too but I’m just for now I’m just gon na work this way now you can see we have 2 leads then let’s say there was a called as well there’s one negotiating so I’ll just merely click new now once you produce a lead we can really click here and it will now open up 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 developed remember and then we have welcome teammates so from here I can welcome the team members we have include columns we have emails files and remarks you can change to the e-mails 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 once again we have the call log we have our conference notes and we even have our.
accessories so this is how you produce a lead within your as soon as you’re done with this you can actually click enter and it will be closed now it will reveal 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 gotten in touch with 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 carry out bulk actions such as erasing and sharing as well uh one more thing with srix at the top you will be able to see we have private choice we have these 3 dots where we can find these phases Integrations and automation this is one of the essential ones click on this link and you’ll be able to actually incorporate um other apps within yourr transfer information for alerts for automations custom-made constructs and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really easily and create our CSV files similarly now I can switch to my different folders that we have here and I can produce a brand-new pipeline we can switch to our basic Gmail really easily from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our combine emails now with our so this is the merge email and with combine e-mail what occurs is I can really develop a follow-up emails and different storage e-mails here and we have active instructs so using is really simple you can start free of charge by simply adding the integration and now you understand how to use as a total newbie do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me offer some context about my profession and how it connects to. As a freelance reporter, I’ve worked with many clients, handled several tasks all at once, and kept a comprehensive network of contacts. Balancing these responsibilities can be frustrating, and I acknowledged the need for a central system to improve my operations.
In my mission for a service, I explored various platforms however discovered them to be either too pricey or too complex for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly incorporates with Gmail, making it ideal for self-employed journalists who heavily count on email interaction. Here are some crucial benefits of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Organization:.
allows you to track and organize your e-mails easily, giving you a clear summary of your interactions with customers, leads, and collaborators.
You can produce customizable pipelines directly within your inbox, making it easy to keep track of the development and handle of your jobs and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to envision and manage your sales process from lead generation to project completion.
You can categorize contacts, create custom phases, set tips, and track interactions, guaranteeing that no opportunity slips through the fractures.
Seamless Collaboration and Team Effort:.
helps with collaboration by permitting you to share pipelines and communicate with team members within the platform.
You can assign jobs, share important e-mails, and work together in real-time, boosting productivity and making sure everybody remains on the exact same page.
‘s versatile workflow system enables you to personalize your pipelines and automate recurring tasks.
You can produce templates for typical e-mail actions, schedule follow-ups, and set up suggestions, conserving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in independent journalism, offers advantages in terms of coding and software application advancement. Here’s how:.
supplies a robust API and extensive designer paperwork, making it simple to integrate with other tools and build custom solutions.
This versatility allows freelance 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 handle software application development projects, from ideation to release.
You can create customized phases for different development phases, designate tasks to staff member, and track progress efficiently.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly user interface and user friendly functions, lessening the discovering curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collective features that enhance teamwork and interaction.
Developer-friendly API for combination and customization.
Cost-effective service for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Reliance on Gmail for complete functionality, restricting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While offers substantial benefits for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more budget friendly solution, especially for freelancers and small companies.
HubSpot has a totally free version, but advanced features require a higher-tier paid subscription.
Functions and Complexity:.
offers a more thorough suite of features, consisting of advanced marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Both and incorporate with numerous third-party tools.
‘s seamless combination with Gmail is advantageous for users greatly reliant on e-mail interaction.
As an independent reporter, managing your hiring process and client relationships is paramount to your success. deals a budget friendly and user-friendly solution that flawlessly incorporates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it might not have the innovative functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re an editor, author, or content developer, can empower you to take control of your freelance journalism profession by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.