As a skilled freelance reporter, I comprehend the challenges of handling projects, tracking leads, and supporting client relationships. In this short article, I will dive into the benefits of utilizing for self-employed 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 men welcome back in this video I will be showing you how to utilize Streak Crm Training Video for your consumer relations collaboration interaction and far more so let’s get into it firstly you require to go to streak.com and you will arrive on this site right here now is a sort of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is actually fantastic and I’ll reveal you how to do that as a total newbie it will assist you tailor a perfect procedure for your group and you will have the ability to get your work done now let’s actually enter the process now is offered as an extension and it’s totally free so once you get to the website you’ll get this alternative here which is contribute 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 on contribute to Chrome click on 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 simply sign in ensure to sign.
into the very same Gmail that you have added the uh you know streak to now it will ask you for your gain access to 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 know folders we are getting recently seen all tracked e-mails and upgraded reply and after that we have this new choice which is the pipeline so if I click on 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 have the ability to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go develop a new pipeline let’s really do that you will click on brand-new pipeline here and we have different alternatives first off we have the stages so this is where you will pick these stages for your pipeline and you can actually we have a lead contacted pitched demo working out close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last email last email 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 provide your phase a name let’s state that you actually wished to produce another um you understand phase here for example let’s state I didn’t have no strings so I can produce right here.
and you can offer it your color so we can really select different colors for each of the stages but I believe all of these are really currently produced so this is really pretty excellent what I will do is I will in fact eliminate this one and if you seem like there is um I believe pitched and demonstration are type of like the same thing we just go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s eliminate the demo 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 totally free kind a date check box fall General email email tracking job 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 actually missing and I’ll actually rearrange and put the notes here fine e-mail thread count close date alright company’s size deal size and Company size fine let’s get rid of the company size and I’m gon na actually find something else within the general where we have actually produced by date produced followers and more so I actually wish to opt for the developed.
by or maybe the fans because I want to keep an eye on my staff member that are actually following this so I will you know 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 lot of alternatives readily available within streak is in fact among the easiest and one of the most uh you know flexible out there it’s extremely easy to use with templates we have projects too within my job once again if I didn’t want to choose these sales if I did with tasks then I can go with the job stages right here and once again the fields the process is going to be comparable you will select these phases from here on this plus button here and you can likewise give it various various colors we likewise have company Dev here you can see then we have employing so if you do employing then this is going to be your phases job search investor fundraising others real estate support and custom So within our support you can see we have inbound assigned working on solved and noise this is in fact pretty good and we also have customized where I can in fact start something from the scratch absolutely according to my service for me we just have the sales so I’m gon na opt for the sales here and click create private or.
shared so I will be sharing this with a team 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 develop 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 actually click this drop down and we have handle phase or relabel so as I proceed as I include various leads here what I I will do is I’ll just merely click and I’ll be able 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 new and click on enter so now you can see we have one lead produced let’s state that there is in fact closed one so I’m going to add one here let’s just for now let’s call it new I’m going to add another lead let’s call it brand-new 2 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 two leads then let’s say there was a called also there’s one working out so I’ll just simply click on brand-new now once you produce a lead we can really click here and it will now open the different fields that we included so this is a brand-new Elite that I developed and we have all of these various columns we have the fields that we developed keep in mind and then we have invite colleagues so from here I can welcome the staff member we have add columns we have emails files and remarks you can switch to the emails and it will reveal you the e-mails that you got in files we can even publish files and then we have the remarks at the top here once again we have the call log we have our meeting notes and we even have our.
attachments so this is how you develop a lead within your once you’re finished with this you can actually click get in 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 two leads one gotten in touch with 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 carry out bulk actions such as erasing and sharing as well uh one more thing with srix at the top you will have the ability to see we have personal option we have these three dots where we can discover these stages Combinations and automation this is one of the essential ones click on this link and you’ll be able to really incorporate um other apps within yourr transfer data for notices for automations custom-made develops and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they really easily and produce our CSV files similarly now I can switch to my various folders that we have here and I can produce a brand-new pipeline we can switch to our simple Gmail really easily from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have developed we will even have our merge emails now with our so this is the combine email and with merge e-mail what happens is I can really produce a follow-up e-mails and different storage emails here and we have active instructs so utilizing is actually easy you can get started totally free by simply including the integration and now you know 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 supply some context about my profession and how it associates with. As an independent reporter, I’ve dealt with numerous clients, handled several tasks all at once, and maintained an extensive network of contacts. Juggling these obligations can be overwhelming, and I recognized the need for a central system to improve my operations.
In my quest for a solution, I checked out various platforms but found them to be either too costly or too intricate for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly incorporates with Gmail, making it perfect for freelance journalists who heavily rely on e-mail interaction. Here are some crucial benefits of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Organization:.
enables you to track and arrange your e-mails effortlessly, giving you a clear summary of your communications with clients, leads, and collaborators.
You can create personalized pipelines straight within your inbox, making it easy to manage and keep track of the development of your tasks and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to visualize and manage your sales process from lead generation to task conclusion.
You can categorize contacts, develop customized stages, set pointers, and track interactions, making sure that no opportunity slips through the cracks.
Seamless Cooperation and Team Effort:.
facilitates collaboration by enabling you to share pipelines and interact with staff member within the platform.
You can designate jobs, share essential emails, and collaborate in real-time, improving efficiency and making sure everyone stays on the same page.
‘s flexible workflow system allows you to customize your pipelines and automate repeated jobs.
You can develop design templates for typical email actions, schedule follow-ups, and set up pointers, conserving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in independent journalism, uses benefits in terms of coding and software development. Here’s how:.
supplies a robust API and extensive designer documents, making it easy to incorporate with other tools and develop custom options.
This flexibility enables independent journalists with coding skills to extend the functionality of and customize it to their particular needs.
Project Management for Software Advancement:.
‘s pipeline feature can be adapted to handle software development projects, from ideation to deployment.
You can develop customized phases for different development phases, designate jobs to employee, and track progress efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
User-friendly interface and user friendly functions, reducing the learning curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collaborative features that boost teamwork and interaction.
Developer-friendly API for combination and personalization.
Economical option for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Reliance on Gmail for complete functionality, limiting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers considerable benefits for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more affordable option, particularly for freelancers and small businesses.
HubSpot has a complimentary version, but advanced functions require a higher-tier paid membership.
Features and Complexity:.
provides a more comprehensive suite of functions, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, using a structured experience.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is useful for users greatly reliant on email communication.
As a freelance reporter, handling your hiring process and client relationships is critical to your success. deals a cost effective and instinctive service that seamlessly integrates with Gmail, allowing you to enhance your operations and focus on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a author, content, or editor developer, can empower you to take control of your freelance journalism career by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.