As an experienced freelance reporter, I comprehend the obstacles of handling jobs, tracking leads, and nurturing customer relationships. In this article, I will dive into the advantages of utilizing for independent journalism, explore its features 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 revealing you how to use Streak Crm Chatbot for your client relations cooperation interaction and a lot more so let’s enter it first of all you require to go to streak.com and you will arrive at this site right here now is a kind of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center 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 novice it will assist you tailor a perfect process for your team and you will be able to get your work done now let’s in fact get into the process now is offered as an extension and it’s completely totally free so once 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 add to Chrome click on ADD extension and your extension will be included all right it’s done and now it is contributing 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 merely sign in make certain to sign.
into the exact 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 simply scroll down and click on allow after adding this is what your Gmail will appear like now you can see here in our basic you know folders we are getting just recently seen all tracked emails and upgraded reply and then we have this new choice which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this resembles our new dashboard for here I’ll be able to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go produce a brand-new pipeline let’s really do that you will click new pipeline here and we have various alternatives firstly we have the stages so this is where you will pick these phases for your pipeline and you can in fact we have actually a lead contacted pitched demonstration negotiating close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last email last email from lead Source concern industry offer size company size close rate email thread count days and state and notes so if you wish to add another phase you will click on this Plus on top and you will provide your phase a name let’s say that you actually wanted to create another um you understand phase here for instance let’s state I didn’t have no strings so I can develop right here.
and you can offer it your color so we can in fact pick different colors for each of the stages but I believe all of these are actually currently developed so this is in fact pretty excellent what I will do is I will really eliminate this one and if you seem like there is um I believe pitched and demonstration are kind of like the same thing we just go with the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s get rid of the demo here and then 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 want so you will click this plus here and we have free type a date check box fall General e-mail email tracking task 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 go with this one here this is the field that was really missing and I’ll in fact rearrange and put the notes here all right e-mail thread count close date fine company’s size offer size and Company size okay let’s eliminate the company size and I’m gon na actually find something else within the basic where we have actually created by date developed followers and more so I really wish to choose the developed.
by or maybe the followers because I want to keep track of my team members that are actually 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 great deal of options available within streak is really among the simplest and among the most uh you understand flexible out there it’s very easy to use with templates we have tasks too within my job again if I didn’t want to opt for these sales if I finished with jobs then I can opt for the job phases 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 provide it different different 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 phases job search investor fundraising others property support and customized So within our support you can see we have actually inbound designated working on resolved and noise this is in fact pretty good and we likewise have customized where I can in fact start something from the scratch absolutely according to my business for me we merely have the sales so I’m gon na opt for the sales here and click create 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 create now it will simply take a second for a street to create a pipeline for me so you can see this in fact looks respectable now I will have the ability to add my Lead Series so you can actually click this drop down and we have manage phase or rename so as I continue 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 the top here include a box so click ADD box here and I’m going to include a box in the lead section here and let’s simply call it brand-new and click on enter so now you can see we have actually one lead produced 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 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 just gon na work in this manner now you can see we have two leads then let’s state there was a called also there’s one working out so I’ll just simply click on new now as soon as you develop a lead we can in fact click here and it will now open the various fields that we added 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 invite colleagues so from here I can invite the staff member we have include columns we have e-mails files and remarks you can change to the e-mails and it will reveal you the emails that you got in files we can even submit files and after that we have the remarks 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 develop a lead within your once you’re finished with this you can in fact click enter 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 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 carry out bulk actions such as deleting and sharing too uh another thing with srix on top you will be able to see we have private choice we have these 3 dots where we can discover these stages Integrations and automation this is one of the essential ones click here and you’ll have the ability to actually integrate um other apps within yourr transfer data for notices for automations custom develops and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely quickly and develop our CSV files similarly now I can change to my various folders that we have here and I can produce a new pipeline we can change to our simple Gmail really quickly from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have created we will even have our merge emails now with our so this is the combine e-mail and with merge e-mail what happens is I can really produce a follow-up emails and different storage e-mails here and we have active advises so utilizing is actually easy you can get started totally free by simply including the combination and now you understand how to use as a total beginner do not.
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 connects to. As an independent journalist, I have actually dealt with numerous customers, managed multiple projects all at once, and kept an extensive network of contacts. Balancing these obligations can be frustrating, and I recognized the need for a centralized system to streamline my operations.
In my quest for an option, I checked out various platforms but found them to be either too expensive or too intricate for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly incorporates with Gmail, making it perfect for self-employed journalists who greatly count on email communication. Here are some crucial benefits of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Company:.
allows you to track and organize your e-mails easily, giving you a clear summary of your communications with customers, leads, and collaborators.
You can create customizable pipelines straight within your inbox, making it simple to manage and monitor the progress of your projects and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to envision and handle your sales process from list building to task completion.
You can classify contacts, produce customized stages, set reminders, and track interactions, making sure that no chance slips through the fractures.
Smooth Collaboration and Team Effort:.
assists in partnership by allowing you to share pipelines and communicate with employee within the platform.
You can assign jobs, share crucial e-mails, and team up in real-time, enhancing performance and ensuring everyone stays on the same page.
‘s flexible workflow system allows you to customize your pipelines and automate recurring tasks.
You can create design templates for common e-mail responses, schedule follow-ups, and set up pointers, conserving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, provides benefits in regards to coding and software application development. Here’s how:.
offers a robust API and extensive designer documentation, making it simple to integrate with other tools and build custom-made solutions.
This versatility permits independent journalists with coding skills to extend the performance of and customize it to their particular requirements.
Job Management for Software Application Development:.
‘s pipeline function can be adapted to handle software advancement tasks, from ideation to release.
You can create custom-made stages for different development phases, appoint tasks to staff member, and track progress effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive user interface and user friendly functions, reducing the discovering curve.
Customizable pipelines and workflows to adapt to private requirements.
Collective features that enhance teamwork and interaction.
Developer-friendly API for integration and modification.
Cost-effective solution for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Reliance on Gmail for full performance, restricting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While deals substantial advantages for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
offers a more budget-friendly solution, specifically for freelancers and small businesses.
HubSpot has a free version, however advanced functions need a higher-tier paid subscription.
Functions and Complexity:.
offers a more thorough suite of functions, consisting of sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Both and integrate with numerous third-party tools.
‘s seamless integration with Gmail is beneficial for users heavily reliant on e-mail communication.
As an independent reporter, handling your hiring procedure and client relationships is paramount to your success. deals a intuitive and cost effective solution that perfectly incorporates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it might not have the sophisticated features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a author, editor, or content developer, 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 endeavors.