As a skilled freelance reporter, I comprehend the difficulties of handling jobs, tracking leads, and supporting customer relationships. In this post, I will dig into the advantages of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey people welcome back in this video I will be showing you how to utilize Streak Test Crm for your consumer relations partnership interaction and much more so let’s get into it to start with you need to go to streak.com and you will land on this site right here now is a sort of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is actually incredible and I’ll reveal you how to do that as a complete novice it will assist you tailor a best process for your team and you will be able to get your work done now let’s actually get into the process now is readily available as an extension and it’s totally free so as soon as you get to the site you’ll get this choice 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 add to Chrome click on ADD extension and your extension will be added fine it’s done and now it is adding 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 simply check in make certain 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 gain access to and we’re gon na simply scroll down and click permit after including this is what your Gmail will appear like now you can see here in our easy you know 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 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 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 develop a brand-new pipeline let’s really do that you will click on new pipeline here and we have different options first off we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have actually a lead called pitched demo working out close phone closed uh you know then we have nurturing fine 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 e-mail thread count days and state and keeps in mind so if you wish to add another phase you will click this Plus at the top and you will offer your phase a name let’s say that you in fact wished to develop another um you understand stage here for example let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can in fact choose different colors for each of the stages but I believe all of these are really currently produced so this is really pretty outstanding what I will do is I will actually get rid of this one and if you seem like there is um I think pitched and demonstration are kind of like the very 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 demonstration here and then we have working out with negotiating I can opt for 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 complimentary type a date check box fall General email e-mail tracking task 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 in fact missing out on and I’ll actually rearrange and put the notes here all right e-mail thread count close date okay company’s size deal size and Company size fine let’s get rid of the business size and I’m gon na in fact discover something else within the basic where we have actually developed by date produced fans and more so I really want to opt for the created.
by or perhaps the fans because I wish to keep an eye on my staff member that are really following this so I will you understand 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 readily available within streak is actually one of the simplest and one of the most uh you understand flexible out there it’s extremely easy to use with design templates we have projects too within my job once again if I didn’t want to opt for these sales if I did with projects then I can opt for the job stages right here and again the fields the procedure is going to be comparable you will pick these phases from here on this plus button here and you can likewise provide it different various colors we also have organization Dev here you can see then we have hiring so if you do hiring then this is going to be your stages task search financier fundraising others property assistance and custom So within our assistance you can see we have incoming assigned dealing with resolved and noise this is really pretty good and we likewise have custom where I can actually start something from the scratch totally according to my service for me we just have the sales so I’m gon na go with the sales here and click on produce private or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click produce now it will simply take a second for a street to produce a pipeline for me so you can see this actually looks respectable now I will have the ability to include my Lead Series so you can in fact click this fall and we have manage phase or rename so as I continue as I add different leads here what I I will do is I’ll just merely click and I’ll have the ability to include it click the top here include a box so click ADD box here and I’m going to add a box in the lead area here and let’s just call it new and click on get in so now you can see we have actually one lead developed 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 new I’m going to add another lead let’s call it new 2 we can really open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work this way now you can see we have 2 leads then let’s say there was a gotten in touch with as well there’s one negotiating so I’ll just merely click new now once you produce a lead we can actually click here and it will now open the various fields that we included so this is a new Elite that I developed and we have all of these various columns we have the fields that we created keep in mind and then we have welcome colleagues so from here I can invite the employee we have include columns we have emails files and comments 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 meeting notes and we even have our.
accessories so this is how you develop a lead within your as soon as you’re finished with this you can really click on enter 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 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 at the top you will be able to see we have personal option we have these 3 dots where we can find these stages Integrations and automation this is among the essential ones click on this link and you’ll be able to actually incorporate um other apps within yourr transfer information for alerts for automations customized constructs and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really quickly and create our CSV files similarly now I can change to my various folders that we have here and I can produce a new pipeline we can change to our basic Gmail really easily from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have produced we will even have our merge e-mails now with our so this is the combine e-mail and with combine email what takes place is I can in fact create a follow-up emails and different storage e-mails here and we have active instructs so utilizing is actually easy you can get going for free by simply adding the integration and now you know how to use as a complete newbie do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me provide some context about my profession and how it connects to. As a freelance reporter, I have actually worked with numerous customers, managed several projects at the same time, and maintained a comprehensive network of contacts. Balancing these obligations can be overwhelming, and I acknowledged the need for a centralized system to enhance my operations.
In my quest for a solution, I checked out numerous platforms however found them to be either too costly or too complex for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly incorporates with Gmail, making it ideal for independent reporters who greatly rely on e-mail communication. Here are some key advantages of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Organization:.
allows you to track and organize your e-mails easily, offering you a clear introduction of your communications with clients, leads, and collaborators.
You can develop customizable pipelines directly within your inbox, making it easy to handle and keep track of the progress of your assignments and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to envision and handle your sales process from lead generation to job conclusion.
You can categorize contacts, produce custom-made stages, set suggestions, and track interactions, making sure that no chance slips through the cracks.
Smooth Collaboration and Team Effort:.
assists in partnership by enabling you to share pipelines and communicate with employee within the platform.
You can appoint tasks, share crucial emails, and collaborate in real-time, boosting productivity and ensuring everybody stays on the very same page.
Customizable Workflows:.
‘s flexible workflow system allows you to customize your pipelines and automate recurring jobs.
You can produce design templates for common email actions, schedule follow-ups, and set up pointers, conserving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, offers advantages in terms of coding and software application development. Here’s how:.
Developer-Friendly Combination:.
offers a robust API and substantial designer paperwork, making it simple to incorporate with other tools and build customized services.
This versatility allows independent reporters with coding skills to extend the functionality of and tailor it to their specific needs.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to manage software application development projects, from ideation to implementation.
You can create customized stages for different development stages, designate jobs to employee, and track development effectively.
Benefits and drawbacks of
Pros:.
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and easy-to-use functions, reducing the learning curve.
Customizable pipelines and workflows to adjust to private requirements.
Collective functions that enhance teamwork and communication.
Developer-friendly API for combination and modification.
Cost-efficient option for freelancers and small businesses.
Cons:.
Restricted reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for full functionality, restricting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While deals substantial advantages for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
Cost:.
offers a more economical solution, especially for freelancers and small businesses.
HubSpot has a complimentary version, but advanced features need a higher-tier paid membership.
Functions and Complexity:.
provides a more detailed suite of features, consisting of advanced marketing automation and analytics.
concentrates on simplicity and ease of use, offering a streamlined experience.
Combination:.
Both and integrate with different third-party tools.
‘s smooth integration with Gmail is advantageous for users greatly reliant on email interaction.
Conclusion:.
As an independent journalist, managing your hiring process and client relationships is vital to your success. offers a user-friendly and budget friendly option that perfectly incorporates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it might not have the innovative functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a content, editor, or author developer, can empower you to take control of your freelance journalism career by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.