As a seasoned freelance reporter, I comprehend the challenges of handling projects, tracking leads, and nurturing customer relationships. In this short article, I will dive into the advantages of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for novices hey guys invite back in this video I will be revealing you how to use Streak – Crm & Marketing for your customer relations cooperation interaction and far more so let’s enter into it to start with you need to go to streak.com and you will arrive at this website right here now is a kind of CRM that we can add 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 fantastic and I’ll show you how to do that as a complete newbie it will help you personalize a perfect process for your team and you will have the ability to get your work done now let’s actually enter into the procedure now is offered as an extension and it’s completely free so as soon as you get to the website you’ll get this alternative 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 added fine 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 very same Gmail that you have added the uh you understand streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click permit after including this is what your Gmail will look like now you can see here in our simple you understand folders we are getting recently viewed all tracked e-mails and updated reply and then we have this brand-new option 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 have the ability to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go create a brand-new pipeline let’s in fact do that you will click brand-new pipeline here and we have various options to start with we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have actually a lead contacted pitched demonstration negotiating 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 e-mail from lead Source concern industry deal size business 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 this Plus on top and you will offer your phase a name let’s say that you in fact wanted to produce another um you understand stage here for instance let’s say 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 but I think all of these are actually already developed so this is really quite impressive what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demo are type of like the exact same thing we just go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s eliminate the demo 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 different fields that you desire so you will click this plus here and we have complimentary form a date check box drop down General email email tracking task 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 choose this one here this is the field that was in fact missing out on and I’ll really rearrange and put the notes here okay e-mail thread count close date fine company’s size deal size and Business size alright let’s eliminate the company size and I’m gon na in fact find something else within the basic where we have actually created by date produced followers and more so I really wish to opt for the created.
by or possibly the followers since I wish to track my team members that are actually 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 alternatives readily available within streak is actually one of the simplest and one of the most uh you understand versatile out there it’s very easy to use with templates we have tasks too within my job again if I didn’t want to opt for these sales if I finished with projects then I can go with 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 various different colors we likewise have business Dev here you can see then we have hiring so if you do working with then this is going to be your phases task search financier fundraising others property assistance and custom-made So within our support you can see we have incoming appointed working on fixed and sound this is in fact pretty good and we also have custom-made where I can really start something from the scratch completely according to my business for me we just have the sales so I’m gon na choose the sales here and click on create private or.
shared so I will be sharing this with a staff member so I’m going to choose 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 really looks pretty good now I will be able to include my Lead Series so you can in fact click this fall and we have manage stage or rename so as I continue as I add different leads here what I I will do is I’ll just merely click and I’ll have the ability to include it click on the top here add a box so click on ADD box here and I’m going to include a box in the lead area here and let’s simply call it brand-new and click go into so now you can see we have one lead created let’s say 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 include another lead let’s call it brand-new 2 we can actually 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 two leads then let’s state there was a called as well there’s one working out so I’ll just simply click on brand-new now as soon as you produce a lead we can in fact 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 produced and we have all of these various columns we have the fields that we developed remember and after that we have invite colleagues so from here I can welcome the team members we have include columns we have e-mails files and remarks you can switch to the emails 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 meeting notes and we even have our.
attachments so this is how you produce a lead within your as soon as you’re done with this you can in fact click enter and it will be closed now it will reveal 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 pick different leads from here the stages and we can carry out bulk actions such as erasing and sharing as well uh another thing with srix on top you will be able to see we have private option we have these 3 dots where we can discover these stages Integrations and automation this is among the essential ones click on this link and you’ll be able to really incorporate um other apps within yourr transfer data for alerts for automations customized constructs and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really easily and produce our CSV files likewise now I can switch to my different folders that we have here and I can create a new pipeline we can switch to our basic Gmail really quickly from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have actually developed we will even have our combine e-mails now with our so this is the combine e-mail and with combine email what happens is I can actually create a follow-up e-mails and various storage emails here and we have active advises so using is truly easy you can start totally free by simply adding the combination and now you know how to utilize as a total beginner do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me supply some context about my career and how it associates with. As a freelance journalist, I’ve worked with many customers, handled multiple jobs all at once, and maintained an extensive network of contacts. Juggling these responsibilities can be frustrating, and I recognized the requirement for a central system to improve my operations.
In my quest for a service, 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 independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly incorporates with Gmail, making it ideal for self-employed reporters who greatly depend on email interaction. Here are some essential benefits of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Company:.
enables you to track and organize your emails effortlessly, giving you a clear introduction of your communications with customers, leads, and collaborators.
You can create customizable pipelines straight within your inbox, making it easy to monitor the progress and handle of your jobs and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to picture and handle your sales process from lead generation to project conclusion.
You can classify contacts, develop custom phases, set pointers, and track interactions, making sure that no opportunity slips through the cracks.
Seamless Partnership and Team Effort:.
assists in collaboration by allowing you to share pipelines and communicate with staff member within the platform.
You can designate jobs, share crucial emails, and team up in real-time, enhancing efficiency and making sure everyone stays on the very same page.
‘s flexible workflow system allows you to customize your pipelines and automate repeated tasks.
You can develop templates for typical e-mail reactions, schedule follow-ups, and established tips, conserving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, offers benefits in regards to coding and software advancement. Here’s how:.
provides a robust API and extensive designer paperwork, making it easy to incorporate with other tools and construct custom-made services.
This flexibility permits freelance journalists with coding abilities to extend the performance of and customize it to their specific requirements.
Task Management for Software Application Development:.
‘s pipeline feature can be adapted to handle software application development jobs, from ideation to deployment.
You can create customized phases for various development stages, appoint jobs to staff member, and track development effectively.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly user interface and user friendly features, reducing the finding out curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collective features that improve team effort and communication.
Developer-friendly API for combination and personalization.
Cost-effective service for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Reliance on Gmail for full functionality, limiting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
uses a more affordable solution, specifically for freelancers and small businesses.
HubSpot has a complimentary version, but advanced features need a higher-tier paid membership.
Features and Complexity:.
supplies a more thorough suite of functions, including sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, using a structured experience.
Both and incorporate with various third-party tools.
‘s smooth combination with Gmail is beneficial for users heavily reliant on email communication.
As an independent reporter, handling your hiring procedure and customer relationships is vital to your success. offers a instinctive and cost effective option that perfectly integrates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it might not have the advanced functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a author, editor, or content developer, can empower you to take control of your freelance journalism profession by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.