As a seasoned freelance reporter, I understand the obstacles of managing jobs, tracking leads, and supporting client relationships. In this article, I will delve into the benefits of utilizing for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for newbies hey men invite back in this video I will be showing you how to utilize Streak Crm Implementation Consultant for your consumer relations partnership communication and far more so let’s enter it firstly you require to go to streak.com and you will land on this site right here now is a kind of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is really fantastic and I’ll show you how to do that as a complete beginner it will help you customize an ideal procedure for your group and you will be able to get your work done now let’s in fact enter the process now is available as an extension and it’s entirely free so once you get to the website you’ll get this choice here which is add 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 contribute to Chrome click ADD extension and your extension will be included okay 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 actually included the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click permit after including this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting just recently seen all tracked e-mails and updated reply and after that we have this brand-new choice 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 is like our brand-new dashboard for here I’ll have the ability to produce 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 on brand-new pipeline here and we have different choices first of all we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have a lead called pitched demo negotiating close phone closed uh you understand then we have supporting okay then we have Fields so in fields we have a date of last e-mail last email from lead Source priority market deal size company size close rate e-mail thread count days and state and notes so if you want to include another stage you will click on this Plus at the top and you will give your phase a name let’s state that you actually wanted to develop another um you understand stage 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 really select different colors for each of the stages but I believe all of these are actually currently created so this is really quite impressive what I will do is I will really get rid of this one and if you feel like there is um I believe pitched and demo are sort of like the exact same thing we just choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s get rid of the demo 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 desire so you will click this plus here and we have free form a date check box fall General e-mail e-mail 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 opt for this one here this is the field that was actually missing and I’ll really rearrange and put the notes here all right e-mail thread count close date alright company’s size offer size and Company size fine let’s eliminate the company size and I’m gon na really find something else within the basic where we have actually developed by date developed followers and more so I actually wish to opt for the created.
by or possibly the followers due to the fact that I want to keep track of my team members that are in fact 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 lot of options readily available within streak is really one of the easiest and one of the most uh you understand flexible out there it’s very easy to use with templates we have projects too within my project once again if I didn’t wish to go for these sales if I finished with tasks then I can choose the task stages right here and once again the fields the process is going to be comparable you will choose these phases from here on this plus button here and you can also give it different various colors we also have company Dev here you can see then we have working with so if you do working with then this is going to be your phases task search financier fundraising others realty support and customized So within our assistance you can see we have actually inbound assigned working on solved and sound this is really pretty good and we likewise have custom-made where I can actually start something from the scratch completely according to my service for me we simply have the sales so I’m gon na choose the sales here and click produce 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 just take a second for a street to produce a pipeline for me so you can see this in fact looks pretty good now I will be able to add my Lead Series so you can really click 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 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 add a box in the lead area here and let’s just call it brand-new and click on go into so now you can see we have one lead produced let’s say 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 include another lead let’s call it brand-new 2 we can really open this up in a new tab from here too however I’m just for now I’m just gon na work this way now you can see we have 2 leads then let’s state there was a called also there’s one negotiating so I’ll just merely click on new now when you develop a lead we can in fact click on this link and it will now open the different 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 created remember and then we have invite teammates so from here I can welcome the team members we have include columns we have emails files and comments you can change to the e-mails and it will show you the emails that you got in files we can even submit files and after that we have the comments at the top here again we have the call log we have our meeting notes and we even have our.
accessories so this is how you develop a lead within your when you’re made with this you can really click enter and it will be closed now it will reveal you something like this we have all of our information gathered 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 deleting and sharing as well uh another thing with srix on top you will have the ability to see we have personal choice we have these three dots where we can discover these phases Integrations and automation this is one of the crucial ones click on this link and you’ll be able to actually incorporate um other apps within yourr transfer information for notices 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 really quickly and develop our CSV files likewise now I can change to my different folders that we have here and I can develop a brand-new pipeline we can switch to our basic Gmail extremely quickly from here and it will also reveal 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 email and with combine email what takes place is I can in fact produce a follow-up emails and different storage emails here and we have active instructs so utilizing is actually simple you can get started for free by simply adding the combination and now you know how to use as a total novice 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 connects to. As an independent journalist, I have actually worked with many clients, managed numerous tasks simultaneously, and maintained a substantial network of contacts. Balancing these obligations can be overwhelming, and I recognized the need for a central system to enhance my operations.
In my quest for a service, I checked out various platforms however found them to be either too complicated or too expensive for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly integrates with Gmail, making it ideal for self-employed journalists who greatly rely on email interaction. Here are some essential advantages of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Company:.
enables you to track and arrange your emails easily, giving you a clear summary of your communications with customers, leads, and partners.
You can develop personalized pipelines directly within your inbox, making it easy to manage and keep track of the progress of your assignments and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and handle your sales procedure from lead generation to task conclusion.
You can classify contacts, create customized stages, set reminders, and track interactions, making sure that no chance slips through the fractures.
Seamless Partnership and Team Effort:.
helps with cooperation by permitting you to share pipelines and interact with employee within the platform.
You can assign jobs, share crucial e-mails, and work together in real-time, improving performance and ensuring everybody remains on the very same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repeated tasks.
You can create design templates for common e-mail reactions, schedule follow-ups, and established suggestions, conserving you valuable time and effort.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, provides advantages in regards to coding and software application advancement. Here’s how:.
supplies a robust API and extensive designer documentation, making it simple to integrate with other tools and build custom-made services.
This versatility enables independent reporters with coding abilities to extend the functionality of and customize it to their particular requirements.
Job Management for Software Application Development:.
‘s pipeline function can be adapted to manage software advancement projects, from ideation to implementation.
You can produce custom stages for different advancement phases, appoint jobs to team members, and track progress effectively.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and user friendly features, lessening the discovering curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collective features that boost teamwork and interaction.
Developer-friendly API for integration and customization.
Cost-efficient service for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation functions.
Reliance on Gmail for complete performance, restricting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
uses a more economical solution, particularly for freelancers and small businesses.
HubSpot has a free version, however advanced features need a higher-tier paid subscription.
Functions and Complexity:.
offers a more thorough suite of functions, including sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, using a structured experience.
Both and incorporate with various third-party tools.
‘s smooth combination with Gmail is advantageous for users heavily reliant on email interaction.
As a self-employed journalist, handling your hiring process and client relationships is paramount to your success. deals a budget-friendly and instinctive solution that flawlessly integrates with Gmail, enabling you to simplify your operations and focus on your craft. While it might not have the advanced functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re an editor, content, or author creator, can empower you to take control of your freelance journalism profession by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.