As a skilled freelance reporter, I understand the difficulties of handling tasks, tracking leads, and supporting client relationships. In this post, I will delve into the benefits of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for beginners hey guys invite back in this video I will be revealing you how to use Crm Streak Price for your client relations partnership communication and much more so let’s enter into it firstly you require to go to streak.com and you will arrive at this website right here now is a type of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is really incredible and I’ll show you how to do that as a complete beginner it will help you customize an ideal process for your team and you will be able to get your work done now let’s really get into the procedure 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 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 all right 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 make sure to sign.
into the same Gmail that you have 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 allow after adding this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting recently seen all tracked e-mails and updated reply and then we have this brand-new alternative 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 new control panel for here I’ll have the ability to produce a new pipeline we have our sales orders sales once again we have our Sports and employing 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 choices first of all we have the stages so this is where you will pick these phases for your pipeline and you can really we have a lead gotten in touch with 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 e-mail last email from lead Source concern industry deal size business size close rate email thread count days and state and notes so if you wish to add another phase you will click this Plus at the top and you will offer your stage a name let’s state that you actually wished to produce another um you know stage here for instance let’s state I didn’t have no strings so I can create right here.
and you can give it your color so we can really pick different colors for each of the stages however I believe all of these are actually currently developed so this is actually pretty excellent what I will do is I will really eliminate this one and if you seem like there is um I believe pitched and demonstration are kind of like the very same thing we simply go with the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s eliminate the demo here and after that we have negotiating 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 free type a date check box drop down General e-mail email tracking task 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 choose this one here this is the field that was actually missing out on and I’ll really rearrange and put the notes here fine e-mail thread count close date alright company’s size offer size and Business size alright let’s eliminate the company size and I’m gon na really discover something else within the basic where we have produced by date created followers and more so I actually wish to go for the developed.
by or maybe the fans due to the fact that I want to track 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 in fact one of the most convenient and one of the most uh you understand flexible out there it’s really easy to use with templates we have jobs too within my job again if I didn’t wish to choose these sales if I made with projects then I can choose the job stages right here and again the fields the process is going to be comparable you will pick these stages from here on this plus button here and you can likewise give it different various colors we likewise have business Dev here you can see then we have hiring so if you do employing then this is going to be your stages job search financier fundraising others real estate support and customized So within our assistance you can see we have inbound appointed dealing with resolved and noise this is actually respectable and we also have customized where I can really start something from the scratch totally according to my company for me we merely have the sales so I’m gon na go with the sales here and click on develop personal 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 on create now it will simply take a second for a street to develop a pipeline for me so you can see this actually looks respectable now I will have the ability to add my Lead Series so you can really click on this fall and we have handle phase or relabel so as I continue as I add various leads here what I I will do is I’ll just simply 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 add a box in the lead area here and let’s just call it brand-new and click on enter 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 add 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 actually 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 called as well there’s one working out so I’ll just simply click on new now when you create a lead we can really click on this link and it will now open the various fields that we added so this is a new Elite that I produced and we have all of these various columns we have the fields that we developed remember and after that we have invite colleagues so from here I can welcome the team members we have include columns we have e-mails files and comments you can switch to the emails and it will reveal you the emails 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 produce a lead within your when you’re done with this you can really click on go into 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 gotten in touch with 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 carry out bulk actions such as deleting and sharing as well uh one more thing with srix on top you will have the ability to see we have personal option we have these three dots where we can find these stages Integrations and automation this is one of the important ones click on this link and you’ll have the ability to actually incorporate um other apps within yourr transfer information for notifications for automations custom-made builds and more we can also integrate 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 change to my different folders that we have here and I can develop a new pipeline we can switch to our simple Gmail extremely quickly from here and it will also reveal me the emails that I will be getting for my pipelines that I have actually developed we will even have our combine e-mails now with our so this is the combine email and with combine e-mail what takes place is I can actually create a follow-up e-mails and different storage emails here and we have active advises so utilizing is truly simple you can start totally free by just adding the combination and now you know how to utilize as a total beginner do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it relates to. As an independent reporter, I have actually worked with various customers, managed numerous projects simultaneously, and kept a comprehensive network of contacts. Balancing these duties can be frustrating, and I acknowledged the need for a centralized system to enhance my operations.
In my quest for a service, I checked out various platforms but discovered them to be either too complex or too pricey for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly incorporates with Gmail, making it ideal for self-employed journalists who greatly rely on email communication. Here are some crucial advantages of using for your freelance journalism working with process:.
Intuitive Email Tracking and Company:.
allows 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 personalized pipelines straight within your inbox, making it easy to keep track of the progress and handle of your tasks and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales procedure from list building to task completion.
You can categorize contacts, develop custom-made stages, set reminders, and track interactions, ensuring that no chance slips through the fractures.
Seamless Cooperation and Teamwork:.
helps with collaboration by enabling you to share pipelines and communicate with employee within the platform.
You can designate jobs, share essential emails, and collaborate in real-time, boosting performance and making sure everybody stays on the very same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repetitive tasks.
You can create design templates for typical email reactions, schedule follow-ups, and set up tips, saving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in independent journalism, provides advantages in regards to coding and software application development. Here’s how:.
offers a robust API and comprehensive developer documentation, making it simple to integrate with other tools and develop custom services.
This versatility permits freelance reporters with coding abilities to extend the performance of and customize it to their specific requirements.
Task Management for Software Advancement:.
‘s pipeline function can be adapted to handle software development projects, from ideation to deployment.
You can develop customized stages for various development phases, designate jobs to employee, and track progress efficiently.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and easy-to-use functions, lessening the discovering curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collective functions that boost team effort and communication.
Developer-friendly API for combination and modification.
Affordable solution for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation functions.
Dependence on Gmail for full performance, restricting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While deals considerable benefits for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
offers a more economical solution, specifically for freelancers and small businesses.
HubSpot has a totally free variation, but advanced functions require a higher-tier paid membership.
Features and Intricacy:.
supplies a more extensive suite of functions, including sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, providing a streamlined experience.
Both and integrate with numerous third-party tools.
‘s seamless combination with Gmail is helpful for users heavily reliant on e-mail interaction.
As a freelance reporter, handling your hiring process and client relationships is critical to your success. deals a instinctive and economical option that effortlessly incorporates with Gmail, enabling you to enhance your operations and focus on your craft. While it may not have the sophisticated functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a author, content, or editor creator, can empower you to take control of your freelance journalism career by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.