As a skilled freelance reporter, I comprehend the obstacles of managing tasks, tracking leads, and nurturing client relationships. In this post, I will dig into the advantages 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 beginners hey men welcome back in this video I will be showing you how to utilize Streak Crm Transparent for your consumer relations cooperation interaction and much more so let’s get into it firstly you need to go to streak.com and you will arrive 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 really turn our Gmail into a platform which is really amazing and I’ll reveal you how to do that as a total beginner it will help you tailor a perfect process for your group and you will be able to get your work done now let’s really get into the process now is available as an extension and it’s entirely complimentary so once you get to the website 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 on add to Chrome click on ADD extension and your extension will be included fine 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 just check in ensure to sign.
into the very 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 just scroll down and click permit after adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting just recently viewed all tracked emails and upgraded reply and after that we have this 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 merges so you can see this resembles our new control panel 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 different alternatives first off we have the stages so this is where you will choose these phases for your pipeline and you can really we have actually a lead contacted pitched demonstration negotiating close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority industry deal size business size close rate email thread count days and state and keeps in mind so if you want to include another phase you will click on this Plus on top and you will provide your stage a name let’s state that you in fact wanted to develop another um you understand phase 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 in fact pick different colors for each of the stages however I think all of these are really already developed so this is in fact quite remarkable what I will do is I will in fact get rid of this one and if you feel like there is um I believe pitched and demonstration are kind of like the very same thing we simply 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 desire so you will click on this plus here and we have totally free kind a date check box fall General e-mail email tracking job calls and conferences so I don’t 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 opt for this one here this is the field that was actually missing and I’ll actually reorganize and put the notes here okay email thread count close date fine company’s size offer size and Business size all right let’s eliminate the company size and I’m gon na really discover something else within the general where we have developed by date created fans and more so I in fact wish to choose the created.
by or perhaps the followers due to the fact that I wish to track my staff member that are in fact following this so I will you know put it right here now these are the a few of the fields that I desired for my pipeline now you can see there are a great deal of options offered within streak is actually one of the easiest and one of the most uh you know versatile out there it’s very easy to use with design templates we have tasks too within my job again if I didn’t wish to choose these sales if I did with tasks then I can opt for the job phases right here and once again the fields the process is going to be similar you will select these phases from here on this plus button here and you can also provide it various different colors we likewise have business 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 realty support and custom So within our assistance you can see we have actually inbound assigned dealing with dealt with and noise this is really pretty good and we also have custom 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 go with the sales here and click on create personal or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click on create now it will just take a 2nd for a street to produce a pipeline for me so you can see this really looks respectable now I will have the ability to include my Lead Series so you can really click this fall and we have manage phase or rename so as I proceed as I include various 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 include a box so click 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 actually one lead developed 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 brand-new I’m going to add another lead let’s call it new 2 we can actually open this up in a new tab from here too but I’m just for now I’m just gon na work by doing this now you can see we have two leads then let’s state there was a called also there’s one negotiating so I’ll just merely click new now when you produce a lead we can in fact click here and it will now open the different 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 created remember and then we have welcome colleagues so from here I can invite the staff member we have include columns we have emails files and remarks you can switch to the emails and it will show you the emails that you got in files we can even upload 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.
accessories so this is how you develop a lead within your once you’re finished with this you can in fact click 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 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 carry out bulk actions such as deleting and sharing too uh one more thing with srix on top you will have the ability to see we have personal alternative we have these 3 dots where we can find these stages Integrations and automation this is among the crucial ones click on this link and you’ll have the ability to actually incorporate um other apps within yourr transfer data for alerts for automations custom develops and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they very easily and produce our CSV files similarly now I can switch to my various folders that we have here and I can create a new pipeline we can switch to our simple Gmail very easily from here and it will also reveal me the emails that I will be getting for my pipelines that I have actually produced we will even have our combine emails now with our so this is the combine email and with combine e-mail what happens is I can really produce a follow-up e-mails and various storage emails here and we have active instructs so using is actually simple you can get started free of charge by simply including the integration and now you know how to use as a complete newbie don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me provide some context about my profession and how it relates to. As a freelance journalist, I have actually worked with many customers, handled several projects at the same time, and preserved a comprehensive network of contacts. Balancing these duties can be frustrating, and I acknowledged the requirement for a centralized system to enhance my operations.
In my quest for a service, I checked out various platforms but found them to be either too complicated or too costly for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly incorporates with Gmail, making it perfect for independent journalists who heavily rely on e-mail interaction. Here are some crucial advantages of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Company:.
enables you to track and organize your e-mails easily, providing you a clear overview of your interactions with clients, leads, and collaborators.
You can develop customizable pipelines straight within your inbox, making it simple to handle and monitor the development of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to imagine and handle your sales process from list building to job completion.
You can categorize contacts, create custom stages, set tips, and track interactions, guaranteeing that no chance slips through the cracks.
Seamless Cooperation and Team Effort:.
facilitates cooperation by enabling you to share pipelines and communicate with staff member within the platform.
You can assign tasks, share essential e-mails, and team up in real-time, boosting efficiency and guaranteeing everyone remains on the exact same page.
‘s flexible workflow system allows you to customize your pipelines and automate recurring tasks.
You can develop templates for common e-mail actions, schedule follow-ups, and set up suggestions, conserving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, provides advantages in terms of coding and software application development. Here’s how:.
provides a robust API and extensive developer paperwork, making it easy to incorporate with other tools and construct custom-made services.
This versatility permits freelance reporters with coding skills to extend the functionality of and customize it to their specific requirements.
Job Management for Software Application Development:.
‘s pipeline feature can be adjusted to manage software development projects, from ideation to release.
You can create custom-made phases for various advancement phases, assign tasks to staff member, and track progress efficiently.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
Instinctive interface and easy-to-use features, decreasing the discovering curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collective features that boost teamwork and communication.
Developer-friendly API for integration and modification.
Affordable option for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation functions.
Reliance on Gmail for full functionality, limiting compatibility with other email providers.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more budget friendly solution, especially for freelancers and small businesses.
HubSpot has a free variation, but advanced functions require a higher-tier paid subscription.
Functions and Complexity:.
provides a more comprehensive suite of features, consisting of sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, offering a structured experience.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is advantageous for users greatly reliant on email interaction.
As a freelance reporter, handling your hiring procedure and client relationships is paramount to your success. deals a affordable and intuitive solution that effortlessly integrates with Gmail, allowing you to simplify your operations and focus 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 reporters.
Whether you’re an editor, content, or author developer, can empower you to take control of your freelance journalism career by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.