As a skilled freelance reporter, I understand the challenges of managing tasks, tracking leads, and supporting client relationships. In this short article, I will dive into the benefits of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for newbies hey people invite back in this video I will be showing you how to use Crm & Streak Sydney for your consumer relations cooperation communication and a lot more so let’s enter into it first of all you require to go to streak.com and you will arrive at this website right here now is a kind of CRM that we can add 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 fantastic and I’ll reveal you how to do that as a complete newbie it will assist you customize an ideal process for your team and you will be able to get your work done now let’s really get into the process now is available as an extension and it’s completely totally free so as soon as you get to the site you’ll get this choice here which is add 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 contribute to Chrome click ADD extension and your extension will be added fine 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 merely sign in make certain to sign.
into the very same Gmail that you have included the uh you know streak to now it will ask you for your gain access to and we’re gon na just scroll down and click on enable after adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting just recently seen all tracked e-mails and updated reply and then 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 dashboard for here I’ll have the ability to produce a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go produce a new pipeline let’s really 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 select these stages for your pipeline and you can really we have actually a lead gotten in touch with pitched demo negotiating close phone closed uh you understand then we have nurturing all right then we have Fields so in fields we have a date of last email last email from lead Source priority industry offer size company 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 on top and you will give your phase a name let’s state that you really wanted to produce another um you know stage here for example let’s state I didn’t have no strings so I can create right here.
and you can give it your color so we can really select various colors for each of the stages but I believe all of these are actually already developed so this is in fact pretty excellent what I will do is I will in fact get rid of this one and if you feel like there is um I believe pitched and demonstration are type of like the exact 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 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 various fields that you desire so you will click this plus here and we have complimentary kind a date check box fall General e-mail email tracking job calls and meetings 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 go with 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 email thread count close date alright business’s size deal size and Business size fine let’s eliminate the company size and I’m gon na in fact discover something else within the general where we have actually produced by date developed fans and more so I actually want to go for the created.
by or perhaps the followers due to the fact that I want to monitor my employee that are really 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 lot of choices readily available within streak is in fact one of the easiest and one of the most uh you know versatile out there it’s very easy to use with design templates we have projects too within my project again if I didn’t want to go for these sales if I made with projects then I can choose the task phases right here and again the fields the process is going to be comparable you will choose these stages from here on this plus button here and you can likewise offer it different different colors we likewise have company Dev here you can see then we have employing so if you do hiring then this is going to be your phases task search investor fundraising others real estate support and customized So within our support you can see we have inbound assigned dealing with fixed and sound this is really respectable and we likewise have custom where I can really start something from the scratch completely according to my service for me we simply have the sales so I’m gon na opt for the sales here and click develop private or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click produce now it will simply take a second for a street to develop a pipeline for me so you can see this really looks respectable now I will be able to include my Lead Series so you can actually click on this drop down and we have handle phase 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 on 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 on enter so now you can see we have one lead created let’s say that there is actually 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 add another lead let’s call it brand-new two we can really open this up in a new tab from here too but 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 gotten in touch with too there’s one negotiating so I’ll just merely click on brand-new now once you create a lead we can actually click on this link and it will now open up the various fields that we added so this is a new Elite that I produced and we have all of these various columns we have the fields that we created keep in mind and after that we have invite 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 emails 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 produce a lead within your once you’re finished with this you can in fact click get in 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 select various leads from here the stages and we can perform bulk actions such as deleting and sharing also uh one more thing with srix at the top you will have the ability to see we have personal option we have these three dots where we can find these phases Combinations and automation this is one of the crucial ones click on this link and you’ll be able to in fact incorporate um other apps within yourr transfer data for notifications for automations customized builds and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they extremely quickly and produce our CSV files likewise now I can change to my different folders that we have here and I can create a brand-new pipeline we can change to our simple Gmail very easily from here and it will also show me the emails that I will be getting for my pipelines that I have actually created we will even have our merge e-mails 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 e-mails here and we have active instructs so using is truly easy you can get going for free by simply including the combination and now you understand how to utilize as a total novice don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me supply some context about my career and how it relates to. As an independent journalist, I’ve worked with various clients, managed several projects concurrently, and preserved a comprehensive network of contacts. Balancing these responsibilities can be frustrating, and I acknowledged the need for a centralized system to streamline my operations.
In my quest for a service, I checked out numerous platforms however found them to be either too complicated or too expensive for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly integrates with Gmail, making it ideal for freelance journalists who heavily depend on e-mail communication. Here are some essential advantages of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Company:.
enables you to track and arrange your emails easily, giving you a clear summary of your communications with clients, leads, and collaborators.
You can produce customizable pipelines directly within your inbox, making it simple to manage and keep track of the progress of your jobs and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to picture and manage your sales procedure from lead generation to job completion.
You can categorize contacts, develop custom phases, set pointers, and track interactions, ensuring that no opportunity slips through the cracks.
Smooth Collaboration and Teamwork:.
facilitates collaboration by allowing you to share pipelines and communicate with employee within the platform.
You can assign tasks, share essential e-mails, and collaborate in real-time, improving productivity and making sure everybody remains on the very same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repeated jobs.
You can produce templates for common email responses, schedule follow-ups, and established reminders, saving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, uses benefits in terms of coding and software advancement. Here’s how:.
supplies a robust API and extensive developer paperwork, making it simple to incorporate with other tools and develop custom options.
This flexibility allows freelance journalists with coding abilities to extend the performance of and tailor it to their specific needs.
Job Management for Software Advancement:.
‘s pipeline function can be adapted to handle software development tasks, from ideation to deployment.
You can create custom phases for different advancement stages, assign tasks to staff member, and track progress effectively.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive user interface and user friendly features, minimizing the learning curve.
Personalized pipelines and workflows to adjust to private requirements.
Collaborative functions that improve team effort and interaction.
Developer-friendly API for integration and customization.
Economical option for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Reliance on Gmail for full functionality, limiting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While offers considerable advantages 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 option, specifically for freelancers and small companies.
HubSpot has a complimentary version, but advanced functions require a higher-tier paid subscription.
Functions and Intricacy:.
offers a more comprehensive suite of features, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, using a structured experience.
Both and integrate with numerous third-party tools.
‘s smooth combination with Gmail is helpful for users greatly reliant on e-mail communication.
As a self-employed reporter, managing your hiring process and customer relationships is paramount to your success. deals a economical and user-friendly option that effortlessly incorporates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it might not have the innovative functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a writer, editor, or material creator, can empower you to take control of your freelance journalism career by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.