As a seasoned freelance reporter, I understand the challenges of managing tasks, tracking leads, and nurturing client relationships. In this article, I will dig into the advantages of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for beginners hey men invite back in this video I will be revealing you how to utilize Streak Crm Free Vs Paid for your client relations cooperation communication and far more so let’s enter it first off you require to go to streak.com and you will arrive at this site right here now is a type of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is actually amazing and I’ll show you how to do that as a complete beginner it will assist you personalize a perfect procedure for your team and you will have the ability to get your work done now let’s in fact get into the process now is readily available as an extension and it’s entirely free so as soon as you get to the website you’ll get this option here which is contribute to Chrome and you’re.
going to choose this one now it will take you to Chrome dot google.com extensions and this is our extension here click on add to Chrome click on ADD extension and your extension will be included 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 make certain to sign.
into the exact same Gmail that you have added the uh you know streak to now it will ask you for your access and we’re gon na just scroll down and click on allow after including this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting just recently seen all tracked emails and updated reply and then we have this new alternative 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 is like 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 hiring so this is where we’ll go produce a brand-new pipeline let’s actually do that you will click brand-new pipeline here and we have different options firstly we have the stages so this is where you will pick these stages for your pipeline and you can really we have a lead contacted pitched demo negotiating close phone closed uh you know then we have nurturing all right then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern market offer size company size close rate email thread count days and state and notes so if you want to include another phase you will click this Plus on top and you will give your stage a name let’s state that you in fact wanted to produce another um you know phase here for instance let’s state I didn’t have no strings so I can develop right here.
and you can provide it your color so we can actually select various colors for each of the stages however I think all of these are in fact already produced so this is really pretty impressive what I will do is I will actually get rid of this one and if you seem like there is um I believe pitched and demonstration are type of like the same thing we just opt for the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s eliminate the demonstration here and after that we have working out 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 desire so you will click on this plus here and we have complimentary kind a date check box fall General e-mail email 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 opt for this one here this is the field that was in fact missing out on and I’ll actually rearrange and put the notes here all right email thread count close date okay company’s size deal size and Business size alright let’s eliminate the business size and I’m gon na actually find something else within the basic where we have actually produced by date developed fans and more so I actually wish to choose the developed.
by or maybe the fans since I wish 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 lot of options available within streak is actually one of the most convenient and one of the most uh you understand versatile out there it’s very easy to use with design templates we have jobs too within my job once again if I didn’t wish to choose these sales if I finished with jobs then I can opt for the task stages 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 give it different different colors we also have business Dev here you can see then we have employing so if you do employing then this is going to be your phases task search financier fundraising others real estate assistance and custom So within our support you can see we have actually incoming designated dealing with fixed and noise this is actually respectable and we also have customized where I can in fact start something from the scratch totally according to my service 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 an employee so I’m going to choose the shared one here and click on produce now it will simply take a second for a street to develop 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 drop down and we have handle stage or relabel so as I proceed as I add different 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 area here and let’s just call it new and click on enter so now you can see we have actually one lead produced let’s state that there is really 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 really open this up in a 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 two leads then let’s state there was a gotten in touch with also there’s one working out so I’ll just simply click on brand-new now as soon as you produce a lead we can really click on this link and it will now open up the various fields that we added so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we created keep in mind and after that we have invite colleagues so from here I can welcome the employee we have include columns we have emails files and remarks you can switch to the e-mails and it will show you the e-mails that you got in files we can even submit files and after that we have the remarks 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 develop a lead within your when you’re made with this you can actually 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 two leads one contacted and something like this and this is where you will be getting your list we can choose various 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 on top you will have the ability to see we have private option we have these three dots where we can discover these stages Combinations and automation this is one of the crucial ones click here and you’ll be able to in fact incorporate um other apps within yourr transfer data for alerts for automations custom builds and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely quickly and develop our CSV files similarly now I can change to my various folders that we have here and I can create a new pipeline we can switch to our easy Gmail extremely easily from here and it will also show 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 email what occurs is I can actually create a follow-up emails and various storage e-mails here and we have active instructs so utilizing is actually easy you can get started totally free by just adding the combination and now you understand how to utilize as a total newbie do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me supply some context about my career and how it associates with. As an independent journalist, I have actually worked with various clients, managed multiple projects at the same time, and maintained a substantial network of contacts. Juggling these obligations can be overwhelming, and I acknowledged the need for a centralized system to improve my operations.
In my quest for a solution, I explored various platforms but discovered them to be either too intricate or too costly for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly incorporates with Gmail, making it ideal for self-employed journalists who heavily rely on email interaction. Here are some essential advantages of using for your freelance journalism working with procedure:.
User-friendly Email Tracking and Organization:.
permits you to track and organize your e-mails easily, providing you a clear introduction of your communications with customers, leads, and partners.
You can produce customizable pipelines directly within your inbox, making it simple to monitor the progress and handle of your projects and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to picture and handle your sales process from lead generation to project completion.
You can categorize contacts, create customized stages, set suggestions, and track interactions, guaranteeing that no opportunity slips through the cracks.
Seamless Cooperation and Teamwork:.
facilitates partnership by permitting you to share pipelines and communicate with staff member within the platform.
You can designate tasks, share important emails, and collaborate in real-time, enhancing productivity and guaranteeing everybody stays on the exact same page.
Personalized Workflows:.
‘s flexible workflow system allows you to tailor your pipelines and automate recurring jobs.
You can create templates for common email reactions, schedule follow-ups, and established reminders, conserving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, provides advantages in terms of coding and software application advancement. Here’s how:.
Developer-Friendly Integration:.
provides a robust API and substantial designer documents, making it easy to integrate with other tools and build customized services.
This flexibility allows freelance journalists with coding abilities to extend the performance of and tailor it to their particular requirements.
Project Management for Software Development:.
‘s pipeline function can be adjusted to handle software application advancement tasks, from ideation to deployment.
You can produce custom-made stages for various development stages, assign jobs to staff member, and track progress effectively.
Advantages and disadvantages of
Pros:.
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and user friendly functions, minimizing the finding out curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collaborative features that enhance teamwork and interaction.
Developer-friendly API for combination and modification.
Cost-efficient service for freelancers and small companies.
Cons:.
Restricted reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for complete functionality, limiting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While deals significant benefits for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
Expense:.
uses a more affordable option, specifically for freelancers and small companies.
HubSpot has a free version, but advanced features require a higher-tier paid membership.
Functions and Complexity:.
provides a more extensive suite of features, including advanced marketing automation and analytics.
concentrates on simpleness and ease of use, using a structured experience.
Combination:.
Both and incorporate with numerous third-party tools.
‘s seamless integration with Gmail is beneficial for users heavily reliant on email interaction.
Conclusion:.
As an independent reporter, handling your hiring procedure and customer relationships is vital to your success. deals a affordable and instinctive solution that seamlessly incorporates with Gmail, allowing you to simplify your operations and focus on your craft. While it may not have the advanced features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a writer, content, or editor creator, can empower you to take control of your freelance journalism profession by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.