As a seasoned freelance reporter, I comprehend the challenges of handling projects, tracking leads, and nurturing client relationships. In this article, I will dive into the benefits of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey men welcome back in this video I will be revealing you how to utilize Streak Crm Reporting for your customer relations cooperation communication and a lot more so let’s enter into it first off you require to go to streak.com and you will land on this website right here now is a sort 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 incredible and I’ll show you how to do that as a complete novice it will help you personalize a best procedure for your team and you will be able to get your work done now let’s in fact enter into the process now is offered as an extension and it’s entirely complimentary so when you get to the site 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 contribute to Chrome click on ADD extension and your extension will be added all right it’s done and now it is adding 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 sign in make sure to sign.
into the exact same Gmail that you have actually included the uh you know streak to now it will ask you for your access and we’re gon na merely 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 just recently seen all tracked e-mails and updated reply and after that we have this brand-new option 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 is like our new dashboard for here I’ll be able to create a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go produce a brand-new pipeline let’s really do that you will click on brand-new pipeline here and we have different options first off 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 nurturing alright then we have Fields so in fields we have a date of last email last e-mail from lead Source concern industry deal size company size close rate e-mail thread count days and state and notes so if you want to add another stage you will click on this Plus on top and you will offer your stage a name let’s say that you really wanted to produce another um you understand stage here for instance let’s state I didn’t have no strings so I can create right here.
and you can give it your color so we can actually pick different colors for each of the stages however I think all of these are actually already developed so this is really quite excellent what I will do is I will actually eliminate this one and if you feel like there is um I believe pitched and demo are kind of like the 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 get rid of 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 stages 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 type a date check box drop down General e-mail 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 go with this one here this is the field that was actually missing out on and I’ll actually reorganize and put the notes here alright e-mail thread count close date all right company’s size deal size and Business size okay let’s get rid of the company size and I’m gon na in fact discover something else within the general where we have produced by date developed followers and more so I really wish to go for the produced.
by or perhaps the fans since I wish to track my employee 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 wanted for my pipeline now you can see there are a great deal of alternatives available within streak is really among the most convenient and among the most uh you know flexible out there it’s really easy to use with templates we have jobs too within my project again if I didn’t want to choose these sales if I did with tasks then I can choose the job phases right here and again the fields the procedure is going to be comparable you will choose these stages from here on this plus button here and you can likewise give it different various colors we also have business 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 real estate support and custom-made So within our support you can see we have incoming appointed working on resolved 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 simply have the sales so I’m gon na go with the sales here and click develop private or.
shared so I will be sharing this with a staff member so I’m going to opt for the shared one here and click on produce now it will simply take a 2nd for a street to create 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 really click this fall and we have manage phase or relabel so as I continue as I add various 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 just call it brand-new and click enter so now you can see we have 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 brand-new I’m going to include another lead let’s call it new 2 we can actually open this up in a new tab from here too however I’m just for now I’m simply gon na work in this manner now you can see we have 2 leads then let’s state there was a called too there’s one working out so I’ll just merely click on brand-new now when you create a lead we can really click on this link and it will now open up the various 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 produced keep in mind and then we have invite colleagues so from here I can welcome the team members we have add columns we have emails files and remarks 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 after that we have the comments 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 once you’re finished 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 data 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 choose various leads from here the stages and we can perform bulk actions such as deleting and sharing too uh one more thing with srix at the top you will have the ability to see we have private choice we have these three dots where we can find these stages Combinations and automation this is one of the important ones click here and you’ll be able to actually integrate um other apps within yourr transfer data for alerts for automations custom-made builds and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they very easily and produce our CSV files likewise now I can change to my different folders that we have here and I can create a brand-new pipeline we can change to our simple Gmail extremely quickly from here and it will likewise show me the emails that I will be receiving for my pipelines that I have actually developed we will even have our combine e-mails now with our so this is the combine email and with combine email what happens is I can in fact produce a follow-up e-mails and various storage e-mails here and we have active instructs so utilizing is actually easy you can get going totally free by simply adding the integration and now you understand how to utilize as a complete newbie don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me offer some context about my profession and how it connects to. As a self-employed reporter, I have actually worked with various clients, managed several jobs simultaneously, and preserved a comprehensive network of contacts. Balancing these responsibilities can be frustrating, and I acknowledged the need for a central system to enhance my operations.
In my quest for a solution, I checked out numerous platforms however found them to be either too intricate or too pricey for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly incorporates with Gmail, making it ideal for independent reporters who greatly rely on e-mail communication. Here are some essential benefits of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Organization:.
enables you to track and organize your e-mails easily, providing you a clear summary of your interactions with customers, leads, and partners.
You can produce adjustable pipelines straight within your inbox, making it easy to manage and keep an eye on the development of your tasks and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to envision and manage your sales procedure from lead generation to project conclusion.
You can categorize contacts, produce custom phases, set pointers, and track interactions, making sure that no opportunity slips through the fractures.
Smooth Collaboration and Teamwork:.
assists in collaboration by allowing you to share pipelines and interact with employee within the platform.
You can assign tasks, share important e-mails, and team up in real-time, enhancing performance and guaranteeing everyone remains on the same page.
‘s flexible workflow system allows you to customize your pipelines and automate repeated jobs.
You can create templates for common email actions, schedule follow-ups, and established pointers, conserving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, uses benefits in regards to coding and software development. Here’s how:.
offers a robust API and substantial developer documentation, making it simple to integrate with other tools and build custom-made options.
This versatility permits independent reporters with coding abilities to extend the functionality of and tailor it to their particular requirements.
Task Management for Software Application Development:.
‘s pipeline function can be adjusted to handle software development tasks, from ideation to deployment.
You can produce custom phases for various advancement phases, assign jobs to staff member, and track progress efficiently.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and user friendly functions, minimizing the learning curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collaborative features that enhance team effort and interaction.
Developer-friendly API for combination and personalization.
Cost-effective service for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for full functionality, restricting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
uses a more affordable option, specifically for freelancers and small companies.
HubSpot has a totally free version, however advanced features require a higher-tier paid membership.
Functions and Complexity:.
provides a more extensive suite of features, consisting of innovative marketing automation and analytics.
concentrates on simpleness and ease of use, using a streamlined experience.
Both and integrate with different third-party tools.
‘s smooth integration with Gmail is beneficial for users greatly reliant on email interaction.
As a freelance reporter, handling your hiring procedure and client relationships is critical to your success. deals a instinctive and budget-friendly service that flawlessly incorporates with Gmail, enabling you to improve your operations and focus on your craft. While it may not have the sophisticated functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a content, editor, or writer creator, can empower you to take control of your freelance journalism career by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.