As a seasoned freelance reporter, I understand the obstacles of managing projects, tracking leads, and supporting client relationships. In this article, I will delve into the advantages of utilizing for self-employed journalism, explore its features 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 use Streak Crm Google Sheets for your client relations cooperation interaction and far more so let’s enter it to start with you need 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 basic Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is really incredible and I’ll show you how to do that as a total novice it will assist you personalize an ideal procedure for your team and you will have the ability to get your work done now let’s in fact enter the process now is readily available as an extension and it’s totally complimentary so once you get to the site you’ll get this option here which is add 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 contribute to Chrome click ADD extension and your extension will be included okay it’s done and now it is adding 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 just check in make sure to sign.
into the same Gmail that you have actually included the uh you know streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click on permit after including this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting just recently seen all tracked e-mails and upgraded 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 combines so you can see this resembles our brand-new dashboard for here I’ll have the ability to create a 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 in fact do that you will click on new pipeline here and we have different options to start with we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have actually a lead gotten in touch with pitched demonstration negotiating close phone closed uh you understand then we have nurturing fine 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 notes so if you want to include 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 produce another um you understand phase here for example let’s state I didn’t have no strings so I can create right here.
and you can provide it your color so we can actually select different colors for each of the stages but I think all of these are really currently developed so this is really quite excellent what I will do is I will really eliminate this one and if you seem like there is um I think pitched and demo 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 actually let’s eliminate the demo here and then 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 want so you will click on this plus here and we have complimentary type a date check box drop down General email email tracking job calls and conferences 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 opt for this one here this is the field that was really missing out on and I’ll in fact rearrange and put the notes here okay email thread count close date okay business’s size deal size and Company size alright let’s eliminate the business size and I’m gon na actually find something else within the general where we have actually developed by date produced followers and more so I actually want to opt for the developed.
by or possibly the fans due to the fact that I wish to track my employee 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 desired for my pipeline now you can see there are a lot of options available within streak is actually among the most convenient and among the most uh you know flexible out there it’s really easy to use with templates we have tasks too within my job once again if I didn’t wish to opt for these sales if I did with jobs then I can choose the job phases right here and again the fields the procedure is going to be similar you will choose these stages from here on this plus button here and you can likewise provide it various various 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 realty assistance and customized So within our assistance you can see we have actually inbound designated dealing with solved and noise this is in fact pretty good and we also have customized where I can actually start something from the scratch absolutely according to my organization for me we simply have the sales so I’m gon na go with the sales here and click on develop 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 develop now it will just take a second for a street to create a pipeline for me so you can see this actually looks respectable now I will be able to add my Lead Series so you can actually click this drop down and we have manage stage or relabel 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 add a box so click on 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 go into so now you can see we have actually one lead produced let’s state that there is actually closed one so I’m going to include one here let’s just for now let’s call it new I’m going to include another lead let’s call it brand-new two we can actually open this up in a brand-new tab from here too however I’m just for now I’m just gon na work in this manner now you can see we have 2 leads then let’s say there was a contacted too there’s one working out so I’ll just merely click brand-new now once 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 developed and we have all of these various columns we have the fields that we developed remember and then we have invite colleagues so from here I can invite the employee we have add columns we have emails files and comments you can change to the e-mails and it will reveal you the e-mails that you got in files we can even submit 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 develop a lead within your when you’re made with this you can in fact click get in and it will be closed now it will show you something like this we have all of our information gathered here and at the top we’re getting our account such as 2 leads one contacted 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 also uh another thing with srix at the top you will be able to see we have private choice we have these three dots where we can find these phases Integrations 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 alerts for automations custom builds and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they very quickly and produce our CSV files similarly now I can switch to my various folders that we have here and I can produce a new pipeline we can change to our basic Gmail extremely quickly from here and it will likewise show me the emails that I will be getting for my pipelines that I have actually developed we will even have our merge e-mails now with our so this is the merge e-mail and with combine email what occurs is I can really create a follow-up e-mails and different storage emails here and we have active instructs so using is really easy you can get started free of charge by simply adding the combination and now you understand how to use as a complete newbie don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me provide some context about my career and how it associates with. As a freelance reporter, I’ve worked with numerous clients, handled several jobs all at once, and maintained a comprehensive network of contacts. Juggling these duties can be overwhelming, and I acknowledged the need for a central system to streamline my operations.
In my quest for a solution, I explored numerous platforms but found them to be either too expensive or too complicated for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly integrates with Gmail, making it ideal for independent journalists who greatly depend on email interaction. Here are some crucial benefits of using for your freelance journalism hiring procedure:.
User-friendly Email Tracking and Organization:.
enables you to track and arrange your e-mails effortlessly, giving you a clear introduction of your interactions with customers, leads, and partners.
You can produce personalized pipelines straight within your inbox, making it easy to handle and keep an eye on the development of your tasks and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to picture and handle your sales procedure from list building to job conclusion.
You can classify contacts, produce customized stages, set suggestions, and track interactions, guaranteeing that no chance slips through the cracks.
Seamless Collaboration and Teamwork:.
facilitates cooperation by permitting you to share pipelines and communicate with team members within the platform.
You can appoint tasks, share essential e-mails, and team up in real-time, enhancing efficiency and guaranteeing everybody remains on the exact same page.
Adjustable Workflows:.
‘s flexible workflow system enables you to customize your pipelines and automate recurring tasks.
You can create design templates for common e-mail actions, schedule follow-ups, and set up suggestions, conserving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, uses benefits in regards to coding and software development. Here’s how:.
Developer-Friendly Integration:.
offers a robust API and comprehensive developer paperwork, making it simple to integrate with other tools and build customized options.
This flexibility allows freelance reporters with coding skills to extend the functionality of and tailor it to their specific requirements.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adapted to handle software development jobs, from ideation to release.
You can produce custom stages for various advancement phases, appoint jobs to employee, and track progress effectively.
Benefits and drawbacks of
Pros:.
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Instinctive interface and easy-to-use features, reducing the finding out curve.
Personalized pipelines and workflows to adapt to private requirements.
Collaborative functions that boost teamwork and communication.
Developer-friendly API for combination and customization.
Cost-efficient solution for freelancers and small businesses.
Cons:.
Limited reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for full functionality, restricting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While offers considerable benefits for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
Expense:.
uses a more budget friendly option, specifically for freelancers and small companies.
HubSpot has a totally free variation, however advanced functions need a higher-tier paid membership.
Features and Intricacy:.
supplies a more comprehensive suite of functions, including innovative marketing automation and analytics.
concentrates on simplicity and ease of use, offering a streamlined experience.
Integration:.
Both and integrate with numerous third-party tools.
‘s seamless combination with Gmail is helpful for users heavily reliant on email interaction.
Conclusion:.
As an independent journalist, managing your hiring procedure and client relationships is critical to your success. deals a economical and instinctive option that perfectly incorporates with Gmail, allowing you to simplify your operations and focus on your craft. While it might not have the sophisticated functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, author, or material developer, can empower you to take control of your freelance journalism profession by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.