As a seasoned freelance reporter, I understand the challenges of handling tasks, tracking leads, and supporting client relationships. In this post, I will dig into the benefits of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for novices hey people welcome back in this video I will be revealing you how to utilize Slack And Streak Crm for your customer relations cooperation communication and much more so let’s enter it first of all you require to go to streak.com and you will land 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 Hub and we can in fact turn our Gmail into a platform which is actually amazing and I’ll show you how to do that as a total novice it will help you customize a best procedure for your group and you will be able to get your work done now let’s actually enter the procedure now is readily available as an extension and it’s totally totally free so when you get to the site you’ll get this option 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 contribute to Chrome click on ADD extension and your extension will be added alright 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 ensure to sign.
into the very 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 on permit after adding this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting recently seen all tracked e-mails and updated reply and after that we have this new choice 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 is like our new dashboard for here I’ll be able to develop 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 options first of all we have the stages so this is where you will pick these phases for your pipeline and you can actually we have actually a lead contacted pitched demo working out close phone closed uh you understand then we have supporting alright then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority market offer size company size close rate email thread count days and state and keeps in mind so if you wish to add another phase you will click on this Plus at the top and you will give your stage a name let’s state that you really wanted to create another um you know stage here for example let’s say I didn’t have no strings so I can develop right here.
and you can provide it your color so we can really choose various colors for each of the stages however I think all of these are really currently developed so this is in fact quite remarkable 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 type of like the exact same thing we just go with the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s get rid of the demonstration here and then we have working out with negotiating I can go with 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 form a date check box fall General e-mail e-mail tracking job 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 choose this one here this is the field that was actually missing and I’ll actually reorganize and put the notes here fine email thread count close date alright company’s size offer size and Business size all right let’s get rid of the business size and I’m gon na actually discover something else within the general where we have produced by date produced fans and more so I actually want to opt for the produced.
by or possibly the followers because I want to monitor my team members 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 wanted for my pipeline now you can see there are a great deal of options available within streak is in fact among the most convenient and one of the most uh you understand flexible out there it’s extremely easy to use with templates we have jobs too within my job once again if I didn’t wish to go for these sales if I finished with jobs then I can opt for the task 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 also provide it various various colors we also have company Dev here you can see then we have hiring so if you do hiring then this is going to be your stages job search financier fundraising others property support and custom-made So within our assistance you can see we have actually inbound designated working on dealt with and sound this is really respectable and we also have custom-made where I can actually start something from the scratch completely according to my service for me we merely have the sales so I’m gon na opt for the sales here and click develop personal 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 just take a 2nd for a street to create 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 really click this drop down and we have manage stage 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 have the ability to add it click on the top here add a box so click on ADD box here and I’m going to include 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 created let’s say that there is in fact 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 brand-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 in this manner now you can see we have two leads then let’s state there was a contacted also there’s one negotiating so I’ll just simply click new now when you create a lead we can really click here and it will now open the various fields that we included so this is a new Elite that I produced and we have all of these different columns we have the fields that we created keep in mind and then we have welcome colleagues so from here I can welcome the employee we have include columns we have e-mails files and comments you can switch to the e-mails and it will reveal you the e-mails that you got in files we can even publish files and then we have the comments 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 create a lead within your when you’re made with this you can in fact click go into 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 various leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh one more thing with srix on top you will have the ability to see we have personal choice we have these three dots where we can find these stages Combinations and automation this is among the important ones click here and you’ll have the ability to really integrate um other apps within yourr transfer information for alerts for automations custom builds and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they extremely quickly and create our CSV files likewise now I can switch to my different folders that we have here and I can develop a brand-new pipeline we can switch to our easy Gmail extremely easily from here and it will likewise 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 occurs is I can actually produce a follow-up e-mails and different storage e-mails here and we have active instructs so utilizing is really easy you can start free of charge by simply adding the combination and now you understand how to use as a total novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me supply some context about my profession and how it relates to. As an independent journalist, I have actually dealt with numerous clients, handled numerous jobs simultaneously, and preserved a substantial network of contacts. Balancing these duties can be frustrating, and I acknowledged the need for a centralized system to simplify my operations.
In my quest for a service, I checked out numerous 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.
: 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 heavily rely on e-mail interaction. Here are some crucial benefits of using for your freelance journalism employing process:.
Intuitive Email Tracking and Company:.
enables 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 personalized pipelines straight within your inbox, making it easy to manage and keep track of the progress of your assignments and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and handle your sales process from lead generation to job conclusion.
You can classify contacts, develop custom-made stages, set tips, and track interactions, ensuring that no opportunity slips through the fractures.
Smooth Cooperation and Team Effort:.
assists in partnership by allowing you to share pipelines and interact with employee within the platform.
You can designate jobs, share important e-mails, and collaborate in real-time, enhancing productivity and making sure everyone stays on the very same page.
‘s versatile workflow system allows you to customize your pipelines and automate repetitive tasks.
You can produce design templates for common email reactions, schedule follow-ups, and set up reminders, conserving you valuable time and effort.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, uses advantages in terms of coding and software development. Here’s how:.
provides a robust API and substantial developer paperwork, making it easy to incorporate with other tools and build custom services.
This flexibility permits freelance reporters with coding skills to extend the functionality of and tailor it to their specific requirements.
Project Management for Software Advancement:.
‘s pipeline function can be adjusted to handle software development tasks, from ideation to deployment.
You can create custom-made phases for different development phases, assign jobs to team members, and track development effectively.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and user friendly features, reducing the discovering curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collective features that enhance team effort and communication.
Developer-friendly API for integration and personalization.
Cost-efficient option for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Reliance on Gmail for full performance, restricting compatibility with other email companies.
Comparison with HubSpot CRM:.
While deals significant benefits for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more budget friendly option, particularly for freelancers and small companies.
HubSpot has a totally free version, however advanced features need a higher-tier paid subscription.
Features and Complexity:.
supplies a more detailed suite of functions, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, using a structured experience.
Both and incorporate with numerous third-party tools.
‘s smooth integration with Gmail is useful for users greatly reliant on e-mail communication.
As a self-employed journalist, managing your hiring process and customer relationships is vital to your success. deals a affordable and intuitive service that flawlessly integrates with Gmail, allowing you to enhance your operations and focus on your craft. While it might not have the innovative functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a content, author, 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 impact of Streak CRM in your freelance journalism ventures.