As a skilled freelance reporter, I understand the obstacles of managing tasks, tracking leads, and supporting client relationships. In this post, I will delve into the advantages of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey guys welcome back in this video I will be showing you how to use Streak Crm Integrations With Outlook for your client relations partnership interaction and a lot more so let’s enter into it to start with you require to go to streak.com and you will land on this website 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 in fact turn our Gmail into a platform which is really amazing and I’ll show you how to do that as a total newbie it will help you personalize a best procedure for your team and you will be able to get your work done now let’s really enter the procedure now is readily available as an extension and it’s totally complimentary so once you get to the website you’ll get this alternative 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 add to Chrome click ADD extension and your extension will be added okay it’s done and now it is adding 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 just check in make sure to sign.
into the very 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 merely scroll down and click enable after adding this is what your Gmail will look like now you can see here in our basic you understand folders we are getting recently seen all tracked e-mails and upgraded reply and then 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 is like our new dashboard for here I’ll be able to develop a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go develop a new pipeline let’s actually do that you will click on new pipeline here and we have different alternatives to start with we have the stages so this is where you will select these phases for your pipeline and you can in fact we have a lead called pitched demonstration working out close phone closed uh you understand then we have supporting all right then we have Fields so in fields we have a date of last e-mail last email from lead Source concern industry deal size company size close rate email thread count days and state and keeps in mind so if you want to add another phase you will click this Plus on top and you will provide your stage a name let’s say that you in fact wanted to create another um you understand phase here for instance let’s state I didn’t have no strings so I can produce right here.
and you can provide it your color so we can actually choose different colors for each of the stages but I believe all of these are actually already created so this is in fact pretty impressive what I will do is I will in fact eliminate this one and if you seem like there is um I think pitched and demo are type of like the very same thing we simply choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s get rid of the demonstration here and then we have negotiating with negotiating I can choose 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 totally free type a date check box fall General email 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 really missing out on and I’ll in fact rearrange and put the notes here fine e-mail thread count close date alright business’s size offer size and Business size alright let’s get rid of the company size and I’m gon na actually discover something else within the basic where we have actually produced by date produced followers and more so I really wish to choose the developed.
by or perhaps the followers since I want to monitor my staff member that are really 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 great deal of alternatives offered within streak is actually one of the easiest and one of the most uh you understand versatile out there it’s extremely easy to use with templates we have projects too within my task again if I didn’t wish to go for these sales if I did with jobs then I can opt for the project phases right here and once again the fields the process is going to be similar you will select these phases from here on this plus button here and you can also give it various various colors we likewise have business Dev here you can see then we have working with so if you do employing then this is going to be your phases task search investor fundraising others real estate assistance and custom-made So within our assistance you can see we have actually inbound appointed dealing with fixed and sound this is in fact pretty good and we likewise have customized where I can really start something from the scratch absolutely according to my company for me we merely have the sales so I’m gon na choose 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 develop now it will just take a 2nd 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 include my Lead Series so you can in fact click on this fall and we have handle phase 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 add it click on the top here include a box so click on ADD box here and I’m going to add a box in the lead section here and let’s just call it new and click 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 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 simply gon na work by doing this 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 simply click on new now once you produce a lead we can really click here and it will now open the different fields that we added so this is a new Elite that I developed and we have all of these various columns we have the fields that we created remember and then we have welcome teammates so from here I can invite the team members we have include columns we have e-mails files and comments you can switch to the e-mails and it will show you the e-mails that you got in files we can even publish files and then we have the remarks at the top here again we have the call log we have our conference notes and we even have our.
accessories so this is how you produce a lead within your when you’re made with this you can really click go into 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 2 leads one called 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 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 3 dots where we can find these phases Integrations and automation this is among the important ones click on this link and you’ll have the ability to in fact incorporate um other apps within yourr transfer information for notices for automations customized builds and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and create our CSV files likewise now I can change to my various folders that we have here and I can produce a brand-new pipeline we can change to our basic 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 combine emails now with our so this is the merge email and with combine e-mail what occurs is I can really develop a follow-up e-mails and different storage emails here and we have active instructs so using is actually simple you can get going totally free by simply adding the integration and now you understand how to use as a total novice don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me offer some context about my profession and how it connects to. As a freelance reporter, I have actually dealt with numerous clients, handled numerous projects concurrently, and kept a substantial network of contacts. Juggling these duties can be overwhelming, and I acknowledged the requirement for a central system to simplify my operations.
In my mission for a service, I checked out various platforms however discovered them to be either too complex or too pricey 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 consumer relationship management tool that flawlessly integrates with Gmail, making it ideal for independent reporters who heavily depend on e-mail interaction. Here are some essential advantages of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Company:.
allows you to track and arrange your emails effortlessly, offering you a clear introduction of your communications with customers, leads, and collaborators.
You can develop customizable pipelines straight within your inbox, making it simple to monitor the development and handle of your assignments and jobs.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and manage your sales procedure from list building to project conclusion.
You can classify contacts, develop custom-made stages, set reminders, and track interactions, ensuring that no opportunity slips through the fractures.
Seamless Partnership and Team Effort:.
assists in cooperation by allowing you to share pipelines and communicate with team members within the platform.
You can appoint tasks, share important emails, and collaborate in real-time, enhancing productivity and ensuring everybody stays on the same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repeated jobs.
You can produce templates for typical email actions, schedule follow-ups, and established tips, conserving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, uses benefits in terms of coding and software development. Here’s how:.
provides a robust API and substantial developer documentation, making it simple to incorporate with other tools and build custom-made solutions.
This flexibility enables freelance reporters with coding skills to extend the functionality of and tailor it to their specific requirements.
Task Management for Software Application Development:.
‘s pipeline feature can be adapted to manage software development projects, from ideation to implementation.
You can develop custom stages for different advancement stages, appoint jobs to staff member, and track development efficiently.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and user friendly features, decreasing the discovering curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collective functions that enhance teamwork and interaction.
Developer-friendly API for combination and customization.
Cost-efficient service for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation features.
Dependence on Gmail for full performance, limiting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more inexpensive option, particularly for freelancers and small businesses.
HubSpot has a free version, however advanced features require a higher-tier paid membership.
Functions and Complexity:.
offers a more comprehensive suite of features, consisting of sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, offering a structured experience.
Both and integrate with different third-party tools.
‘s smooth integration with Gmail is advantageous for users heavily reliant on email interaction.
As an independent reporter, managing your hiring process and customer relationships is vital to your success. deals a instinctive and inexpensive option that effortlessly integrates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it might not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re an editor, content, or author 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 impact of Streak CRM in your freelance journalism ventures.