As an experienced freelance reporter, I understand the challenges of handling jobs, tracking leads, and nurturing client relationships. In this article, 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 contrast with HubSpot CRM.
tutorial how to use for newbies hey people invite back in this video I will be showing you how to use Copper Vs Streak Crm Review for your consumer relations cooperation interaction and much more so let’s enter it first of all you require 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 basic Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is truly fantastic and I’ll reveal you how to do that as a complete newbie it will help you tailor a perfect procedure for your team and you will have the ability to get your work done now let’s in fact enter the process now is available as an extension and it’s completely complimentary so when you get to the site you’ll get this alternative here which is contribute to Chrome and you’re.
going to select 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 included 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 just check in make certain to sign.
into the 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 simply scroll down and click on 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 emails and updated reply and after that we have this new alternative which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this resembles our new control panel for here I’ll be able to create 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 produce a brand-new pipeline let’s actually do that you will click new pipeline here and we have various choices first off we have the stages so this is where you will select these phases for your pipeline and you can actually we have a lead called pitched demonstration negotiating close phone closed uh you understand then we have nurturing okay then we have Fields so in fields we have a date of last email last e-mail from lead Source concern industry offer size company size close rate email thread count days and state and keeps in mind so if you want to include another stage you will click this Plus at the top and you will give your phase a name let’s say that you really wanted to create another um you know stage here for example let’s state I didn’t have no strings so I can develop right here.
and you can give it your color so we can actually pick various colors for each of the stages however I think all of these are in fact already created so this is actually quite excellent what I will do is I will really eliminate this one and if you feel like there is um I think pitched and demonstration are kind of like the same thing we just choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s get rid of the demo here and then we have negotiating 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 different fields that you desire so you will click this plus here and we have complimentary kind a date check box drop down General e-mail 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 go with this one here this is the field that was really missing 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 Business size all right let’s eliminate the company size and I’m gon na really find something else within the general where we have actually created by date developed fans and more so I actually want to choose the produced.
by or maybe the fans because I wish to track my team members 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 lot of options offered within streak is actually one of the most convenient and among the most uh you know flexible out there it’s extremely easy to use with design templates we have jobs too within my task again if I didn’t wish to choose these sales if I finished with tasks then I can choose the task phases right here and again the fields the procedure is going to be comparable you will pick these stages from here on this plus button here and you can also give it different different colors we also have service Dev here you can see then we have working with so if you do hiring then this is going to be your phases job search investor fundraising others real estate support and customized So within our support you can see we have actually incoming appointed working on resolved and noise this is in fact pretty good and we also have customized where I can really start something from the scratch absolutely according to my business for me we merely have the sales so I’m gon na opt for the sales here and click develop 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 create now it will just take a 2nd for a street to produce a pipeline for me so you can see this really looks pretty good now I will be able to include my Lead Series so you can actually click on this fall and we have handle phase or rename so as I continue as I include 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 add a box so click on 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 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 include another lead let’s call it new two we can in fact open this up in a new tab from here too however 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 contacted as well there’s one negotiating so I’ll just merely click on brand-new now once you create a lead we can in fact click here and it will now open up the various fields that we added so this is a new Elite that I created and we have all of these various columns we have the fields that we developed keep in mind and after that we have welcome teammates so from here I can welcome the staff member we have include columns we have e-mails files and comments you can switch to the emails and it will reveal you the e-mails that you got in files we can even submit files and after that we have the remarks at the top here again we have the call log we have our meeting notes and we even have our.
attachments so this is how you produce a lead within your as soon as you’re finished with this you can in fact click on enter and it will be closed now it will reveal 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 contacted and something like this and this is where you will be getting your list we can pick various 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 private alternative we have these 3 dots where we can find these stages Integrations and automation this is among the essential ones click here and you’ll be able to really integrate um other apps within yourr transfer information for alerts for automations customized constructs and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they really quickly and develop our CSV files likewise 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 very quickly from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have created we will even have our merge e-mails now with our so this is the combine e-mail and with combine email what occurs is I can in fact produce a follow-up e-mails and various storage emails here and we have active advises so using is truly simple you can get started free of charge by just including the integration and now you know how to utilize as a total novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me offer some context about my profession and how it connects to. As a freelance journalist, I’ve worked with numerous clients, handled multiple jobs at the same time, and kept a substantial network of contacts. Juggling these responsibilities can be frustrating, and I recognized the requirement for a centralized system to improve my operations.
In my quest for an option, I explored different platforms however discovered them to be either too expensive or too complex for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly integrates with Gmail, making it perfect for independent journalists who heavily depend on email interaction. Here are some essential benefits of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Company:.
permits you to track and arrange your e-mails effortlessly, offering you a clear summary of your communications with clients, leads, and collaborators.
You can create adjustable pipelines straight within your inbox, making it simple to handle and keep an eye on the development of your tasks and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and handle your sales procedure from list building to job conclusion.
You can categorize contacts, produce custom phases, set pointers, and track interactions, guaranteeing that no opportunity slips through the fractures.
Smooth Cooperation and Teamwork:.
assists in collaboration by enabling you to share pipelines and interact with team members within the platform.
You can assign jobs, share important e-mails, and work together in real-time, enhancing efficiency and guaranteeing everyone stays on the same page.
Adjustable Workflows:.
‘s flexible workflow system allows you to tailor your pipelines and automate repeated tasks.
You can develop templates for common e-mail actions, schedule follow-ups, and set up reminders, conserving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, offers advantages in regards to coding and software development. Here’s how:.
Developer-Friendly Integration:.
provides a robust API and extensive designer paperwork, making it simple to incorporate with other tools and develop customized options.
This versatility permits freelance reporters with coding skills to extend the performance of and customize it to their specific requirements.
Job Management for Software Application Development:.
‘s pipeline function can be adjusted to handle software development projects, from ideation to deployment.
You can develop custom-made phases for different advancement stages, appoint tasks to staff member, and track development efficiently.
Advantages and disadvantages of
Pros:.
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and easy-to-use features, lessening the discovering curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collaborative functions that boost team effort and communication.
Developer-friendly API for combination and personalization.
Economical service for freelancers and small companies.
Cons:.
Restricted reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for complete functionality, restricting compatibility with other email providers.
Contrast with HubSpot CRM:.
While deals substantial advantages for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
Cost:.
uses a more economical service, specifically for freelancers and small companies.
HubSpot has a free version, but advanced functions require a higher-tier paid subscription.
Functions and Complexity:.
provides a more extensive suite of functions, consisting of innovative marketing automation and analytics.
concentrates on simpleness and ease of use, using a streamlined experience.
Integration:.
Both and integrate with numerous third-party tools.
‘s smooth combination with Gmail is useful for users heavily reliant on e-mail communication.
Conclusion:.
As a self-employed reporter, handling your hiring procedure and client relationships is paramount to your success. deals a affordable and user-friendly solution that flawlessly integrates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a content, author, or editor developer, can empower you to take control of your freelance journalism career by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.