As a seasoned freelance reporter, I understand the difficulties of managing jobs, tracking leads, and supporting client relationships. In this post, I will dive into the benefits of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey men welcome back in this video I will be revealing you how to utilize Is Streak Crm Secure for your client relations collaboration interaction and far more so let’s enter into it first off 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 easy Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is truly amazing and I’ll show you how to do that as a complete newbie it will help you personalize a perfect process for your team and you will have the ability to get your work done now let’s actually enter the process now is readily available as an extension and it’s entirely complimentary so as soon as you get to the website 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 included fine it’s done and now it is adding 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 simply check in make certain to sign.
into the very same Gmail that you have actually added the uh you know streak to now it will ask you for your access and we’re gon na simply scroll down and click allow after adding this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting just recently viewed all tracked emails and upgraded reply and after that we have this 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 merges so you can see this is like our brand-new dashboard for here I’ll be able to produce a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go produce a new pipeline let’s really do that you will click on brand-new pipeline here and we have different choices first off we have the stages so this is where you will choose 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 supporting alright then we have Fields so in fields we have a date of last e-mail last email from lead Source concern industry deal size business size close rate e-mail thread count days and state and keeps in mind so if you want to add another phase you will click this Plus at the top and you will offer your phase a name let’s state that you actually wanted to create another um you understand stage here for example let’s state I didn’t have no strings so I can create right here.
and you can offer it your color so we can in fact pick various colors for each of the stages however I think all of these are really currently produced so this is really quite impressive what I will do is I will in fact get rid of this one and if you seem like there is um I think pitched and demo are sort of like the same thing we just go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s get rid of 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 stages 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 fall General email e-mail tracking task calls and meetings 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 choose this one here this is the field that was actually missing out on and I’ll actually reorganize and put the notes here alright email thread count close date alright business’s size deal size and Business size all right let’s eliminate the business size and I’m gon na actually discover something else within the basic where we have actually developed by date created fans and more so I really wish to choose the created.
by or maybe the fans due to the fact that I wish to track my team members that are really following this so I will you understand put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a great deal of alternatives offered within streak is actually one of the easiest and among the most uh you understand versatile out there it’s extremely easy to use with design templates we have tasks too within my job again if I didn’t wish to go for these sales if I made with projects then I can choose the task stages right here and again the fields the process is going to be comparable you will pick these stages from here on this plus button here and you can likewise provide it different different colors we also have service Dev here you can see then we have employing so if you do hiring then this is going to be your stages task search investor fundraising others realty support and customized So within our assistance you can see we have incoming designated working on fixed and sound this is in fact pretty good and we likewise have custom where I can really start something from the scratch totally according to my company for me we simply have the sales so I’m gon na opt for the sales here and click create personal or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click create now it will simply take a 2nd for a street to produce a pipeline for me so you can see this really looks respectable now I will be able to add my Lead Series so you can actually click this fall and we have handle phase or relabel so as I proceed as I add various leads here what I I will do is I’ll just simply 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 add a box in the lead section here and let’s just call it new and click get in so now you can see we have actually one lead developed let’s state that there is in fact 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 new tab from here too however I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s say there was a gotten in touch with too there’s one working out so I’ll just simply click on brand-new now once you produce a lead we can really click on this link and it will now open up 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 developed keep in mind and after that we have welcome colleagues so from here I can invite the team members we have include columns we have e-mails files and comments you can change to the e-mails 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 once again we have the call log we have our conference notes and we even have our.
attachments so this is how you develop a lead within your as soon as you’re finished with this you can really click go into and it will be closed now it will show you something like this we have all of our information 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 as well uh another thing with srix on top you will be able to see we have personal option we have these 3 dots where we can discover these stages Combinations and automation this is among the essential ones click on this link and you’ll have the ability to actually integrate um other apps within yourr transfer data for alerts 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 develop 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 simple Gmail very quickly from here and it will also show me the emails that I will be receiving for my pipelines that I have produced we will even have our combine e-mails now with our so this is the combine email and with combine email what happens is I can in fact produce a follow-up e-mails and various storage emails here and we have active advises so using is actually easy you can start free of charge by just adding the integration and now you know how to utilize as a total newbie don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me offer some context about my career and how it associates with. As a freelance journalist, I’ve dealt with numerous clients, managed multiple projects simultaneously, and maintained a substantial network of contacts. Juggling these duties can be frustrating, and I recognized the requirement for a central system to streamline my operations.
In my quest for an option, I checked out different platforms however discovered them to be either too complicated or too pricey for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly incorporates with Gmail, making it perfect for freelance reporters who heavily count on e-mail communication. Here are some key benefits of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Company:.
enables you to track and organize your emails effortlessly, providing you a clear summary of your interactions with clients, leads, and partners.
You can produce personalized pipelines straight within your inbox, making it simple to monitor the progress and handle of your tasks and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales process from list building to project conclusion.
You can classify contacts, create custom-made stages, set tips, and track interactions, ensuring that no chance slips through the cracks.
Seamless Collaboration and Team Effort:.
helps with cooperation by allowing you to share pipelines and communicate with team members within the platform.
You can designate jobs, share important emails, and collaborate in real-time, enhancing productivity and guaranteeing everybody remains on the same page.
‘s versatile workflow system enables you to tailor your pipelines and automate recurring jobs.
You can develop design templates for typical e-mail actions, schedule follow-ups, and established suggestions, saving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in independent journalism, offers benefits in terms of coding and software advancement. Here’s how:.
provides a robust API and extensive designer documentation, making it easy to integrate with other tools and construct custom solutions.
This versatility permits independent journalists with coding abilities to extend the performance of and customize it to their specific needs.
Project Management for Software Application Development:.
‘s pipeline function can be adapted to manage software advancement projects, from ideation to deployment.
You can develop customized phases for different advancement phases, appoint tasks to staff member, and track development effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Instinctive interface and user friendly features, reducing the discovering curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collective features that boost team effort and communication.
Developer-friendly API for combination and modification.
Cost-efficient service for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for complete performance, restricting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While deals substantial benefits for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more cost effective option, especially for freelancers and small businesses.
HubSpot has a complimentary variation, however advanced functions need a higher-tier paid subscription.
Functions and Intricacy:.
provides a more detailed suite of features, including sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Both and incorporate with numerous third-party tools.
‘s smooth combination with Gmail is advantageous for users greatly reliant on email communication.
As an independent journalist, handling your hiring procedure and client relationships is vital to your success. offers a intuitive and inexpensive option that seamlessly integrates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it may 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 reporters.
Whether you’re an editor, material, or author creator, can empower you to take control of your freelance journalism career 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.