As an experienced freelance reporter, I understand the challenges of managing jobs, tracking leads, and supporting customer relationships. In this post, I will dive into the advantages of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for novices hey people invite back in this video I will be revealing you how to use Streak Crm Cos& 39 for your customer relations collaboration communication and a lot more so let’s enter into it first off you need to go to streak.com and you will arrive at this site right here now is a sort of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is actually incredible and I’ll show you how to do that as a total novice it will assist you customize an ideal process for your team and you will have the ability to get your work done now let’s actually enter the process now is offered as an extension and it’s totally totally free so as soon as you get to the website you’ll get this alternative here which is contribute to Chrome and you’re.
going to select 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 added alright 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 simply check in ensure to sign.
into the very same Gmail that you have included 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 including this is what your Gmail will look like now you can see here in our basic you understand folders we are getting recently viewed all tracked e-mails and updated 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 combines so you can see this resembles our new control panel 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 hiring so this is where we’ll go create a new pipeline let’s really do that you will click on new pipeline here and we have various alternatives first of all we have the stages so this is where you will pick these phases for your pipeline and you can really we have actually a lead contacted pitched demonstration 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 e-mail last email from lead Source concern market deal size company size close rate e-mail thread count days and state and keeps in mind so if you want to add another stage you will click this Plus on top and you will offer your phase a name let’s say that you in fact wished to produce another um you know phase 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 really select different colors for each of the stages but I believe all of these are really already developed so this is really quite outstanding 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 very same thing we just go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s eliminate the demonstration here and then we have negotiating 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 want so you will click on this plus here and we have totally free form a date check box drop down General email email tracking job 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 opt for this one here this is the field that was in fact missing and I’ll really reorganize and put the notes here fine email thread count close date okay company’s size deal size and Business size alright let’s get rid of the company size and I’m gon na in fact find something else within the general where we have produced by date developed followers and more so I really want to go for the developed.
by or possibly the followers due to the fact that I want to monitor my team members 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 alternatives offered within streak is really among the easiest and one of the most uh you understand versatile out there it’s extremely easy to use with design templates we have tasks too within my project again if I didn’t wish to opt for these sales if I made with jobs then I can go with the project phases right here and again the fields the procedure is going to be comparable you will choose these phases from here on this plus button here and you can likewise provide it different various colors we likewise have organization Dev here you can see then we have employing so if you do employing then this is going to be your stages job search investor fundraising others real estate support and custom-made So within our support you can see we have actually inbound appointed dealing with dealt with and sound this is really pretty good and we likewise have customized where I can really start something from the scratch completely according to my organization for me we merely have the sales so I’m gon na go with the sales here and click create private or.
shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click on develop now it will simply take a 2nd for a street to develop a pipeline for me so you can see this actually looks pretty good now I will be able to include my Lead Series so you can really click on this fall and we have handle phase or relabel so as I proceed as I add different leads here what I I will do is I’ll just merely click and I’ll have the ability to add 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 go into so now you can see we have one lead produced let’s state that there is really 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 new 2 we can in fact open this up in a new tab from here too but I’m just for now I’m simply gon na work in this manner now you can see we have 2 leads then let’s say there was a contacted also there’s one working out so I’ll just merely click on new now as soon as you produce a lead we can really click on this link and it will now open up the different fields that we included so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we created remember and then we have welcome colleagues so from here I can welcome the staff member we have add columns we have emails files and comments you can change to the emails and it will reveal you the e-mails that you got in files we can even upload files and after that 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 create a lead within your as soon as you’re done with this you can actually click get in 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 contacted 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 erasing and sharing too uh one more thing with srix on top you will have the ability to see we have private alternative we have these three dots where we can find these phases Combinations and automation this is among 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 custom-made builds and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export information they really quickly 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 change to our simple Gmail very quickly from here and it will likewise show me the emails 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 merge email and with merge e-mail what happens is I can in fact produce a follow-up e-mails and various storage e-mails here and we have active advises so using is actually easy you can get going totally free by simply adding the combination and now you know how to utilize as a complete newbie don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me supply some context about my career and how it relates to. As a freelance reporter, I’ve worked with numerous clients, handled multiple projects simultaneously, and maintained a comprehensive network of contacts. Balancing these obligations can be overwhelming, and I recognized the need for a central system to simplify my operations.
In my quest for a service, I explored numerous platforms but found them to be either too pricey or too complicated for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly incorporates with Gmail, making it ideal for self-employed reporters who greatly count on e-mail communication. Here are some essential benefits of using for your freelance journalism working with process:.
User-friendly Email Tracking and Organization:.
permits you to track and arrange your emails effortlessly, offering you a clear introduction of your interactions with customers, leads, and collaborators.
You can produce customizable pipelines straight within your inbox, making it easy to monitor the progress and handle of your projects and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to imagine and handle your sales process from lead generation to job completion.
You can categorize contacts, create custom phases, set tips, and track interactions, making sure that no chance slips through the fractures.
Seamless Collaboration and Team Effort:.
helps with collaboration by allowing you to share pipelines and communicate with employee within the platform.
You can assign tasks, share important e-mails, and team up in real-time, boosting performance and making sure everyone stays on the very same page.
‘s versatile workflow system enables you to personalize your pipelines and automate recurring tasks.
You can create design templates for typical e-mail responses, schedule follow-ups, and set up reminders, saving you valuable time and effort.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, offers benefits in regards to coding and software application advancement. Here’s how:.
provides a robust API and extensive designer documents, making it simple to integrate with other tools and build custom solutions.
This flexibility permits independent reporters with coding abilities to extend the functionality of and customize it to their specific needs.
Project Management for Software Application Advancement:.
‘s pipeline function can be adapted to handle software advancement tasks, from ideation to implementation.
You can produce customized phases for different development phases, appoint tasks to team members, and track development effectively.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive interface and user friendly features, decreasing the discovering curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collaborative features that enhance teamwork and interaction.
Developer-friendly API for combination and customization.
Affordable service for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation functions.
Reliance on Gmail for full functionality, restricting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While deals considerable benefits for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more cost effective service, especially for freelancers and small companies.
HubSpot has a totally free variation, however advanced features need a higher-tier paid subscription.
Features and Complexity:.
offers a more comprehensive suite of features, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, providing a streamlined experience.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is advantageous for users greatly reliant on e-mail interaction.
As an independent journalist, managing your hiring procedure and customer relationships is paramount to your success. deals a cost effective and instinctive service that effortlessly integrates with Gmail, allowing you to streamline your operations and focus on your craft. While it might not have the sophisticated features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a writer, editor, or material creator, can empower you to take control of your freelance journalism career by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.