As a skilled freelance reporter, I understand the difficulties of handling tasks, tracking leads, and supporting customer relationships. In this article, I will dive into the advantages of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for newbies hey guys invite back in this video I will be showing you how to use Streak Crm On Ipad for your customer relations collaboration communication and a lot more so let’s enter it first off 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 add to our simple Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is truly fantastic and I’ll show you how to do that as a total newbie it will assist you tailor a best procedure for your group and you will have the ability to get your work done now let’s actually get into the process now is offered as an extension and it’s entirely free so as soon as 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 add to Chrome click on 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 simply check in make sure to sign.
into the exact same Gmail that you have included 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 on enable after including this is what your Gmail will look like now you can see here in our simple you understand folders we are getting just recently viewed all tracked emails 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 resembles our new control panel for here I’ll have the ability to produce a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go produce a new pipeline let’s actually do that you will click brand-new pipeline here and we have various alternatives firstly we have the stages so this is where you will pick these phases for your pipeline and you can actually we have a lead contacted pitched demonstration working out close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority industry deal size company size close rate e-mail thread count days and state and keeps in mind so if you want to add another stage you will click on this Plus on top and you will provide your phase a name let’s state that you in fact wanted to create another um you understand stage here for example 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 actually choose different colors for each of the stages but I think all of these are really currently developed so this is actually pretty excellent what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demonstration are sort of like the exact same thing we just choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is in fact let’s eliminate the demonstration here and after that we have working out with negotiating I can opt for like in progress or something and now you can see these are my stages 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 free form a date check box drop down 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 go with this one here this is the field that was really missing and I’ll actually reorganize and put the notes here okay e-mail thread count close date all right company’s size deal size and Business size fine let’s eliminate the company size and I’m gon na in fact discover something else within the basic where we have actually developed by date created followers and more so I in fact want to go for the developed.
by or maybe the fans due to the fact that I wish to track my staff member 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 great deal of choices offered within streak is actually one of the easiest and among the most uh you know versatile out there it’s really easy to use with templates we have projects too within my project once again if I didn’t want to opt for these sales if I finished with jobs then I can choose the task phases right here and once again the fields the procedure 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 service Dev here you can see then we have employing so if you do hiring then this is going to be your phases job search financier fundraising others property support and custom So within our support you can see we have inbound appointed dealing with dealt with and sound this is actually respectable 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 go with the sales here and click on create personal 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 develop now it will just take a second for a street to create a pipeline for me so you can see this actually looks pretty good now I will have the ability to include my Lead Series so you can in fact click this drop down and we have handle stage or rename so as I proceed as I add different leads here what I I will do is I’ll just simply click and I’ll be able to add 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 just call it new and click on enter so now you can see we have 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 new 2 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 state there was a contacted also there’s one working out so I’ll just simply click brand-new now when you create a lead we can really 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 created keep in mind and after that we have welcome teammates so from here I can invite the team members we have include columns we have emails 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 remarks at the top here again we have the call log we have our conference notes and we even have our.
attachments so this is how you create a lead within your as soon as you’re made with this you can actually click on enter 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 one more thing with srix on top you will have the ability to see we have private choice we have these three dots where we can discover these stages Integrations and automation this is one of the important ones click on this link and you’ll be able to actually incorporate um other apps within yourr transfer data for notices 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 very quickly and create our CSV files likewise now I can switch to my various folders that we have here and I can develop a brand-new pipeline we can switch to our easy Gmail extremely easily from here and it will also show me the emails that I will be getting for my pipelines that I have produced we will even have our merge e-mails now with our so this is the merge e-mail and with combine e-mail what happens is I can in fact develop a follow-up e-mails and various storage emails here and we have active advises so utilizing is actually simple you can begin for free by simply including the integration and now you know how to use as a complete beginner do not.
My Journey as a Freelance Journalist:.
Prior to 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 have actually dealt with many customers, managed numerous jobs concurrently, and maintained an extensive network of contacts. Balancing these obligations can be overwhelming, and I acknowledged the requirement for a central system to streamline my operations.
In my mission for a service, I checked out various platforms however discovered them to be either too expensive or too intricate for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly integrates with Gmail, making it perfect for self-employed journalists who greatly count on e-mail communication. Here are some crucial benefits of using for your freelance journalism employing process:.
User-friendly Email Tracking and Company:.
allows you to track and arrange your emails effortlessly, giving you a clear introduction of your interactions with clients, leads, and partners.
You can create customizable pipelines directly within your inbox, making it simple to monitor the development and handle of your assignments and projects.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to picture and manage your sales process from lead generation to task conclusion.
You can classify contacts, produce custom stages, set reminders, and track interactions, guaranteeing that no chance slips through the fractures.
Smooth Cooperation and Team Effort:.
facilitates collaboration by enabling you to share pipelines and communicate with employee within the platform.
You can designate tasks, share important e-mails, and team up in real-time, boosting efficiency and ensuring everyone stays on the very same page.
‘s flexible workflow system allows you to customize your pipelines and automate repetitive jobs.
You can produce templates for common email actions, schedule follow-ups, and set up tips, saving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, provides benefits in regards to coding and software development. Here’s how:.
offers a robust API and comprehensive developer documentation, making it easy to incorporate with other tools and build custom options.
This flexibility enables freelance reporters with coding abilities to extend the functionality of and customize it to their specific requirements.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adapted to handle software application development projects, from ideation to deployment.
You can produce custom-made phases for different advancement phases, designate jobs to employee, and track progress efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and easy-to-use features, decreasing the learning curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collective functions that boost team effort and interaction.
Developer-friendly API for integration and modification.
Cost-efficient service for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation functions.
Reliance on Gmail for full functionality, limiting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While offers substantial benefits for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more budget friendly option, specifically for freelancers and small businesses.
HubSpot has a totally free variation, but advanced features need a higher-tier paid membership.
Functions and Complexity:.
offers a more detailed suite of features, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, using a streamlined experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is advantageous for users heavily reliant on email communication.
As a freelance reporter, handling your hiring process and client relationships is vital to your success. deals a user-friendly and affordable service that perfectly incorporates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it might not have the innovative features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re an editor, author, or content 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.