As a skilled freelance reporter, I comprehend the difficulties of handling tasks, tracking leads, and supporting customer relationships. In this post, I will dive into the benefits 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 novices hey men invite back in this video I will be showing you how to use Streak Crm Implementation Timeline for your customer relations cooperation communication and much more so let’s enter into it to start with you require to go to streak.com and you will arrive at this website right here now is a sort of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is really fantastic and I’ll reveal you how to do that as a total newbie it will help you customize a perfect procedure for your team and you will have the ability to get your work done now let’s actually get into the procedure now is offered as an extension and it’s entirely totally free so once you get to the website you’ll get this option here which is contribute 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 on contribute 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 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 simply check in ensure to sign.
into the same Gmail that you have actually added the uh you know streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click on enable after including this is what your Gmail will look like now you can see here in our simple you know folders we are getting just recently seen all tracked e-mails 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 control panel for here I’ll be able to develop a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go develop a new pipeline let’s in fact do that you will click new pipeline here and we have different options firstly we have the stages so this is where you will select these stages for your pipeline and you can actually we have a lead gotten in touch with pitched demonstration negotiating close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority market offer size company size close rate e-mail thread count days and state and keeps in mind 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 state that you actually wished 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 offer it your color so we can actually pick different colors for each of the stages however I think all of these are actually already created so this is actually pretty excellent 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 same thing we simply choose the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s get rid of the demo 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 want so you will click this plus here and we have complimentary type a date check box drop down General e-mail e-mail tracking job calls and conferences 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 go with this one here this is the field that was in fact missing out on and I’ll really rearrange and put the notes here fine email thread count close date all right company’s size offer size and Business size all right let’s eliminate the business size and I’m gon na actually find something else within the basic where we have developed by date produced followers and more so I actually wish to opt for the developed.
by or possibly the followers due to the fact that I wish to keep an eye on my team members that are really following this so I will you know 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 choices offered within streak is actually one of the most convenient and among the most uh you understand versatile out there it’s really easy to use with templates we have tasks too within my project again if I didn’t wish to choose these sales if I finished with projects then I can choose the task phases right here and again the fields the process is going to be similar you will select these stages from here on this plus button here and you can also provide it various different colors we also have business Dev here you can see then we have hiring so if you do employing then this is going to be your stages job search investor fundraising others real estate assistance and customized So within our assistance you can see we have actually incoming designated working on fixed and sound this is in fact respectable and we likewise have custom-made where I can in fact start something from the scratch totally according to my business for me we just have the sales so I’m gon na go with the sales here and click on produce private or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click produce now it will simply take a second for a street to develop 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 in fact click on this fall and we have manage stage or rename so as I proceed as I include various leads here what I I will do is I’ll just merely click and I’ll have the ability 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 just call it new and click on enter so now you can see we have actually one lead created 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 new I’m going to add another lead let’s call it new two we can really open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work by doing this now you can see we have two leads then let’s say there was a gotten in touch with as well there’s one working out so I’ll just merely click on brand-new now once you produce a lead we can in fact click on this link and it will now open the various fields that we added so this is a new Elite that I produced and we have all of these various columns we have the fields that we produced keep in mind and after that we have invite colleagues so from here I can welcome the employee we have add columns we have e-mails files and remarks you can change to the emails and it will show you the emails that you got in files we can even submit files and then we have the comments at the top here once again we have the call log we have our meeting notes and we even have our.
accessories so this is how you create a lead within your as soon as you’re finished with this you can actually 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 gotten in touch with and something like this and this is where you will be getting your list we can select different leads from here the stages and we can perform bulk actions such as deleting and sharing also 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 stages Combinations and automation this is among the essential ones click here and you’ll be able to really integrate um other apps within yourr transfer data for notifications for automations custom constructs and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they very easily and produce our CSV files similarly now I can switch to my various folders that we have here and I can create a new pipeline we can switch to our simple Gmail really easily 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 combine e-mails now with our so this is the merge email and with combine email what takes place is I can really develop a follow-up e-mails and various storage e-mails here and we have active instructs so utilizing is truly simple you can start for free by just including the integration and now you understand how to utilize as a total newbie don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me provide some context about my career and how it connects to. As an independent reporter, I have actually worked with numerous customers, handled multiple projects all at once, and kept a comprehensive network of contacts. Juggling these responsibilities can be frustrating, and I acknowledged the need for a centralized system to enhance my operations.
In my quest for a service, I checked out numerous platforms however found them to be either too pricey or too complex for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly incorporates with Gmail, making it ideal for independent reporters who heavily rely on e-mail communication. Here are some key advantages of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Company:.
enables you to track and organize your e-mails easily, offering you a clear summary of your communications with customers, leads, and collaborators.
You can develop personalized pipelines directly within your inbox, making it easy to keep an eye on the development and manage of your assignments and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and manage your sales process from list building to task completion.
You can classify contacts, produce custom-made stages, set tips, and track interactions, guaranteeing that no opportunity slips through the fractures.
Seamless Collaboration and Teamwork:.
helps with collaboration by allowing you to share pipelines and interact with team members within the platform.
You can appoint tasks, share essential e-mails, and work together in real-time, boosting performance and ensuring everybody stays on the exact same page.
‘s versatile workflow system allows you to tailor your pipelines and automate recurring tasks.
You can develop design templates for common email reactions, schedule follow-ups, and set up suggestions, conserving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, offers advantages in terms of coding and software application development. Here’s how:.
supplies a robust API and substantial designer documentation, making it easy to incorporate with other tools and develop custom services.
This versatility enables independent journalists with coding skills to extend the functionality of and tailor it to their specific needs.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adapted to manage software application advancement jobs, from ideation to release.
You can develop customized phases for different development phases, assign jobs to team members, and track development efficiently.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and easy-to-use features, lessening the learning curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collaborative functions that enhance team effort and communication.
Developer-friendly API for combination and customization.
Economical service for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for full functionality, restricting compatibility with other email providers.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
uses a more affordable service, particularly for freelancers and small companies.
HubSpot has a free variation, but advanced features need a higher-tier paid subscription.
Features and Intricacy:.
provides a more comprehensive suite of features, including innovative marketing automation and analytics.
concentrates on simplicity and ease of use, providing a streamlined experience.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is beneficial for users greatly reliant on email communication.
As a self-employed reporter, managing your hiring process and client relationships is critical to your success. offers a affordable and instinctive service that perfectly incorporates with Gmail, enabling 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 simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a content, editor, or writer developer, can empower you to take control of your freelance journalism profession by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.