As a seasoned freelance journalist, I understand the difficulties of handling jobs, tracking leads, and nurturing customer relationships. In this post, I will delve into the advantages of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for novices hey men invite back in this video I will be showing you how to utilize Streak Crm Training Gold Coast for your client relations collaboration communication and a lot more so let’s enter 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 contribute to our basic Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is truly incredible and I’ll reveal you how to do that as a total beginner it will help you customize an ideal process for your team and you will be able to get your work done now let’s in fact get into the process now is offered as an extension and it’s completely totally free so once you get to the site 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 contribute to Chrome click ADD extension and your extension will be added 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 merely sign in make certain to sign.
into the exact same Gmail that you have actually added the uh you know streak to now it will ask you for your access and we’re gon na merely scroll down and click on enable after including this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting just recently seen all tracked e-mails and updated reply and then 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 resembles our new control panel for here I’ll be able to produce a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go develop a brand-new pipeline let’s really do that you will click brand-new pipeline here and we have various choices first of all we have the stages so this is where you will choose these phases for your pipeline and you can actually we have a lead contacted pitched demo working out close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last email last email from lead Source concern market offer size company size close rate email thread count days and state and notes so if you want to include another phase you will click this Plus at the top and you will provide your stage a name let’s state that you really wished to develop another um you understand stage here for example let’s state I didn’t have no strings so I can produce right here.
and you can give it your color so we can really choose various colors for each of the stages but I believe all of these are in fact already produced so this is in fact quite remarkable 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 type of like the exact same thing we just opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s eliminate the demo here and then 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 totally free kind a date check box fall General e-mail e-mail tracking task calls and meetings 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 choose this one here this is the field that was actually missing out on and I’ll in fact reorganize and put the notes here fine e-mail thread count close date alright company’s size offer size and Company size okay let’s eliminate the company size and I’m gon na actually discover something else within the general where we have actually developed by date developed fans and more so I really wish to go for the developed.
by or perhaps the fans due to the fact that I want to keep an eye on my team members that are actually following this so I will you understand put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a great deal of choices offered within streak is in fact among the easiest and one of the most uh you understand flexible out there it’s extremely easy to use with templates we have jobs too within my job once again if I didn’t wish to choose these sales if I made with projects then I can opt for the task stages right here and once again the fields the process is going to be similar you will choose these stages from here on this plus button here and you can likewise provide it different different colors we also have company Dev here you can see then we have hiring so if you do employing then this is going to be your stages job search financier fundraising others real estate support and custom-made So within our support you can see we have inbound assigned dealing with solved and noise this is actually pretty good and we likewise have custom-made where I can really start something from the scratch completely according to my service for me we simply have the sales so I’m gon na choose the sales here and click on develop personal or.
shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click develop now it will just take a 2nd for a street to develop a pipeline for me so you can see this in fact looks pretty good now I will have the ability to include my Lead Series so you can actually click on this fall and we have manage phase or relabel so as I proceed as I add different leads here what I I will do is I’ll just simply 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 add a box in the lead section here and let’s simply call it new and click enter so now you can see we have one lead produced let’s say that there is in fact 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 two 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 two leads then let’s state there was a gotten in touch with as well there’s one working out so I’ll just merely click on new now as soon as you create a lead we can in fact click here 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 different columns we have the fields that we created keep in mind and then we have invite colleagues so from here I can welcome the team members we have include columns we have emails files and comments 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 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 when you’re made with this you can in fact click on go into 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 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 be able to see we have private choice we have these 3 dots where we can discover these phases Combinations and automation this is one of the crucial ones click here and you’ll have the ability to in fact incorporate um other apps within yourr transfer information for notifications for automations custom constructs and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely easily and produce our CSV files likewise now I can change to my various folders that we have here and I can produce a new pipeline we can switch to our simple 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 created we will even have our merge e-mails now with our so this is the merge email and with merge e-mail what occurs is I can really produce a follow-up emails and different storage e-mails here and we have active advises so utilizing is really simple you can begin for free by simply adding the integration and now you know how to use as a total beginner do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me supply some context about my career and how it relates to. As an independent reporter, I’ve worked with many clients, handled several projects at the same time, and maintained a comprehensive network of contacts. Juggling these responsibilities can be frustrating, and I recognized the requirement for a central system to streamline my operations.
In my mission for an option, I checked out numerous platforms however discovered them to be either too pricey or too intricate for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly incorporates with Gmail, making it perfect for freelance reporters who heavily depend on e-mail communication. Here are some essential advantages of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Company:.
permits you to track and arrange your e-mails easily, offering you a clear introduction of your communications with clients, leads, and collaborators.
You can develop adjustable pipelines directly within your inbox, making it easy to handle and monitor the progress of your tasks and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to picture and handle your sales procedure from lead generation to project conclusion.
You can classify contacts, produce customized stages, set tips, and track interactions, ensuring that no chance slips through the fractures.
Smooth Partnership and Teamwork:.
assists in collaboration by allowing you to share pipelines and communicate with employee within the platform.
You can assign jobs, share essential e-mails, and team up in real-time, boosting productivity and guaranteeing everyone remains on the same page.
Personalized Workflows:.
‘s versatile workflow system enables you to customize your pipelines and automate recurring jobs.
You can develop design templates for common e-mail actions, schedule follow-ups, and established tips, conserving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, provides benefits in terms of coding and software development. Here’s how:.
Developer-Friendly Integration:.
offers a robust API and substantial developer documents, making it simple to incorporate with other tools and construct customized options.
This versatility allows self-employed reporters with coding skills to extend the performance of and tailor it to their specific needs.
Job Management for Software Application Development:.
‘s pipeline feature can be adjusted to manage software advancement tasks, from ideation to release.
You can produce custom phases for different advancement phases, designate jobs to employee, and track development effectively.
Pros and Cons of
Pros:.
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
User-friendly interface and user friendly functions, lessening the learning curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collaborative functions that boost team effort and communication.
Developer-friendly API for integration and personalization.
Economical service for freelancers and small companies.
Cons:.
Limited reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation functions.
Dependence on Gmail for full performance, limiting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
Cost:.
offers a more budget friendly service, particularly for freelancers and small companies.
HubSpot has a free version, but advanced features require a higher-tier paid subscription.
Functions and Complexity:.
supplies a more thorough suite of features, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, offering a structured experience.
Integration:.
Both and incorporate with different third-party tools.
‘s seamless combination with Gmail is beneficial for users heavily reliant on email interaction.
Conclusion:.
As an independent reporter, managing your hiring procedure and customer relationships is critical to your success. offers a budget friendly and instinctive option that effortlessly integrates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it might not have the advanced features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a content, editor, or author creator, can empower you to take control of your freelance journalism career by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.