As an experienced freelance reporter, I understand the obstacles of handling tasks, tracking leads, and supporting customer relationships. In this article, I will delve 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 utilize for newbies hey men invite back in this video I will be showing you how to utilize Streak Crm Youtube Integrations for your client relations collaboration communication and much more so let’s get into it first of all you need to go to streak.com and you will arrive on this website right here now is a sort of CRM that we can contribute 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 remarkable and I’ll reveal you how to do that as a complete beginner it will assist you tailor a best process for your group and you will be able to get your work done now let’s really enter the process now is available as an extension and it’s completely totally free so when you get to the website you’ll get this option here which is add 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 on add to Chrome click on ADD extension and your extension will be included alright it’s done and now it is contributing to Gmail and it will take me straight 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 included the uh you know streak to now it will ask you for your access and we’re gon na simply scroll down and click allow after including this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting recently viewed all tracked e-mails and updated reply and after that we have this brand-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 combines so you can see this resembles our brand-new dashboard for here I’ll have the ability to create a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go produce a brand-new pipeline let’s in fact do that you will click on brand-new pipeline here and we have various options firstly 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 contacted pitched demo negotiating close phone closed uh you know then we have supporting all right then we have Fields so in fields we have a date of last email last e-mail from lead Source concern industry deal size business size close rate email thread count days and state and notes so if you wish to include another stage you will click this Plus on top and you will offer your stage a name let’s say that you in fact wished to produce another um you know phase here for instance let’s state I didn’t have no strings so I can create right here.
and you can offer it your color so we can in fact pick various colors for each of the stages however I believe all of these are actually already produced so this is in fact quite outstanding what I will do is I will really get rid of this one and if you feel like there is um I think pitched and demonstration are kind of like the same thing we just opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s eliminate the demonstration here and then we have negotiating with negotiating I can choose 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 on this plus here and we have totally free type 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 go with this one here this is the field that was really missing out on and I’ll actually rearrange and put the notes here all right e-mail thread count close date all right business’s size offer size and Company size okay let’s eliminate the company size and I’m gon na in fact find something else within the basic where we have developed by date developed followers and more so I really want to go for the produced.
by or maybe the fans since I want to keep track of my employee that are really 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 great deal of options available within streak is actually among the easiest and among the most uh you know flexible out there it’s very easy to use with design templates we have projects too within my task again if I didn’t want to choose these sales if I did with jobs then I can go with the job stages right here and once again the fields the process is going to be similar you will pick these phases from here on this plus button here and you can also offer it different various colors we also have company Dev here you can see then we have working with so if you do employing then this is going to be your stages job search investor fundraising others property support and customized So within our support you can see we have inbound assigned working on resolved and noise this is really respectable and we also have customized where I can in fact start something from the scratch absolutely according to my organization for me we merely have the sales so I’m gon na go with the sales here and click produce private 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 2nd for a street to create a pipeline for me so you can see this in fact looks respectable now I will have the ability to add my Lead Series so you can in fact click on this fall and we have handle stage or rename so as I proceed as I include different leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click the top here add a box so click ADD box here and I’m going to add a box in the lead section here and let’s just call it brand-new and click on enter so now you can see we have actually one lead created let’s say 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 brand-new two we can in fact open this up in a new tab from here too but I’m just for now I’m just gon na work in this manner now you can see we have two leads then let’s say there was a contacted as well there’s one negotiating so I’ll just simply click on new now when you develop a lead we can actually click on this link and it will now open up the various fields that we included so this is a new Elite that I produced and we have all of these various columns we have the fields that we produced keep in mind and after that we have invite colleagues so from here I can invite the employee we have include columns we have emails files and remarks you can switch to the emails and it will reveal 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 meeting notes and we even have our.
accessories so this is how you produce a lead within your once you’re finished with this you can actually click on go into and it will be closed now it will show you something like this we have all of our data gathered here and at the top we’re getting our account such as two leads one contacted 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 as well uh another thing with srix on top you will be able to see we have personal choice we have these three dots where we can find these stages Combinations and automation this is one of the crucial ones click on this link and you’ll have the ability to in fact incorporate um other apps within yourr transfer information for alerts for automations custom builds and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they very easily and produce 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 very quickly from here and it will likewise show me the emails that I will be receiving for my pipelines that I have created we will even have our merge emails now with our so this is the merge e-mail and with merge e-mail what happens is I can really create a follow-up e-mails and different storage emails here and we have active advises so using is actually simple you can begin free of charge by just adding the combination and now you know how to utilize as a total newbie do not.
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 reporter, I’ve worked with many clients, handled multiple projects concurrently, and kept a substantial network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the need for a centralized system to streamline my operations.
In my quest for a service, I explored numerous platforms however found them to be either too intricate 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 client relationship management tool that seamlessly integrates with Gmail, making it perfect for independent reporters who greatly rely on e-mail interaction. Here are some crucial advantages of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Company:.
enables you to track and arrange your emails easily, giving you a clear overview of your interactions with customers, leads, and collaborators.
You can create customizable pipelines straight within your inbox, making it simple to manage and monitor the progress of your assignments and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to imagine and manage your sales procedure from lead generation to job conclusion.
You can categorize contacts, create custom phases, set tips, and track interactions, ensuring that no chance slips through the cracks.
Seamless Cooperation and Teamwork:.
helps with partnership by permitting you to share pipelines and interact with team members within the platform.
You can designate tasks, share important e-mails, and team up in real-time, improving performance and making sure everybody stays on the exact same page.
‘s versatile workflow system enables you to customize your pipelines and automate repeated tasks.
You can produce design templates for common e-mail reactions, schedule follow-ups, and set up pointers, conserving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, uses advantages in terms of coding and software application advancement. Here’s how:.
provides a robust API and extensive developer paperwork, making it easy to incorporate with other tools and develop custom-made options.
This versatility allows self-employed journalists with coding skills to extend the functionality of and customize it to their specific requirements.
Project Management for Software Advancement:.
‘s pipeline function can be adjusted to manage software application development tasks, from ideation to deployment.
You can create customized stages for different advancement phases, designate tasks to employee, and track progress effectively.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and easy-to-use functions, minimizing the finding out curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collective functions that boost team effort and communication.
Developer-friendly API for integration and personalization.
Economical solution for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for complete functionality, limiting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more economical option, specifically for freelancers and small companies.
HubSpot has a free variation, however advanced functions need a higher-tier paid membership.
Features and Intricacy:.
provides a more detailed suite of functions, including sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is helpful for users greatly reliant on email communication.
As an independent journalist, managing your hiring procedure and customer relationships is vital to your success. deals a intuitive and inexpensive service that flawlessly integrates with Gmail, allowing you to streamline 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 writer, editor, or material 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 effect of Streak CRM in your freelance journalism ventures.