As a skilled freelance reporter, I understand the challenges of handling projects, tracking leads, and nurturing client relationships. In this article, I will dig into the advantages of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for beginners hey people welcome back in this video I will be showing you how to utilize Streak Crm 使い方 for your customer relations cooperation interaction and far more so let’s enter it first of all you need to go to streak.com and you will land on this website right here now is a sort of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is truly remarkable and I’ll reveal you how to do that as a total novice it will help you tailor a perfect procedure for your group and you will be able to get your work done now let’s actually enter into the procedure now is readily available as an extension and it’s entirely totally free so when you get to the site you’ll get this choice 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 add to Chrome click on ADD extension and your extension will be included fine 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 simply sign in make sure to sign.
into the exact same Gmail that you have actually added the uh you know streak to now it will ask you for your gain access to 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 upgraded reply and after that we have this brand-new option which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this resembles our new control panel for here I’ll have the ability to develop a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go create a new pipeline let’s actually do that you will click on brand-new pipeline here and we have different alternatives firstly we have the stages so this is where you will pick these phases for your pipeline and you can really we have a lead contacted pitched demo negotiating close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority industry offer size business size close rate email thread count days and state and keeps in mind so if you wish to add another stage you will click on this Plus on top and you will give your phase a name let’s state 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 develop right here.
and you can offer it your color so we can in fact select various colors for each of the stages but I think all of these are in fact currently created so this is in fact quite impressive what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demonstration are sort of like the very same thing we just opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is in fact let’s eliminate the demo 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 different fields that you want so you will click this plus here and we have free kind a date check box fall General email email 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 choose this one here this is the field that was actually missing out on and I’ll really rearrange and put the notes here alright email thread count close date fine business’s size deal size and Company size alright let’s eliminate the business size and I’m gon na really discover something else within the basic where we have actually developed by date developed fans and more so I actually wish to opt for the created.
by or possibly the fans since I wish to monitor my staff member that are in fact following this so I will you understand 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 choices available within streak is really one of the simplest and one of the most uh you understand versatile out there it’s really easy to use with design templates we have tasks too within my project again if I didn’t want to opt for these sales if I made with jobs then I can choose the job stages right here and once again the fields the procedure is going to be comparable you will choose these stages from here on this plus button here and you can likewise offer it different different colors we likewise have company Dev here you can see then we have hiring so if you do working with then this is going to be your phases job search investor fundraising others realty support and custom So within our assistance you can see we have actually incoming designated dealing with solved and sound this is actually respectable and we likewise have custom where I can in fact start something from the scratch totally according to my service for me we just have the sales so I’m gon na opt for 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 opt for the shared one here and click on produce now it will just take a second for a street to create a pipeline for me so you can see this in fact looks pretty good now I will have the ability to add my Lead Series so you can actually click this drop down and we have manage phase or rename so as I proceed as I include various leads here what I I will do is I’ll just merely click and I’ll have the ability to include it click on the top here include a box so click on ADD box here and I’m going to include a box in the lead area here and let’s simply call it brand-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 add 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 however I’m just for now I’m simply gon na work by doing this now you can see we have two leads then let’s say there was a called also there’s one working out so I’ll just simply click new now as soon as you develop a lead we can in fact click on this link and it will now open the different fields that we added so this is a brand-new Elite that I developed and we have all of these different columns we have the fields that we developed 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 upload 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 develop 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 reveal you something like this we have all of our information collected 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 choose various leads from here the stages and we can carry out bulk actions such as deleting and sharing also uh another thing with srix on top you will be able to see we have private option we have these three dots where we can find these stages Integrations and automation this is among the important ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer information for notifications for automations custom constructs and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and create our CSV files similarly now I can switch to my different folders that we have here and I can create a new pipeline we can change to our basic Gmail really easily from here and it will also show me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our combine emails now with our so this is the combine email and with merge e-mail what takes place is I can actually develop a follow-up e-mails and different storage emails here and we have active instructs so utilizing is really simple you can begin for free by simply including the combination and now you know how to use as a total novice do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me offer some context about my profession and how it associates with. As a freelance journalist, I’ve dealt with many customers, handled numerous projects concurrently, and preserved a substantial network of contacts. Balancing these obligations can be overwhelming, and I acknowledged the requirement for a central system to simplify my operations.
In my mission for a service, I checked out different platforms however found them to be either too complicated or too expensive for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly incorporates with Gmail, making it ideal for freelance journalists who greatly depend on e-mail interaction. Here are some crucial benefits of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Organization:.
enables you to track and organize your e-mails effortlessly, offering you a clear introduction of your interactions with customers, leads, and partners.
You can produce adjustable pipelines directly within your inbox, making it easy to manage and keep track of the progress of your jobs and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to envision and handle your sales procedure from list building to task completion.
You can classify contacts, produce custom-made phases, set pointers, and track interactions, making sure that no chance slips through the cracks.
Seamless Cooperation and Team Effort:.
facilitates collaboration by enabling you to share pipelines and interact with team members within the platform.
You can designate tasks, share crucial e-mails, and team up in real-time, improving performance and making sure everyone stays on the very same page.
‘s flexible workflow system allows you to customize your pipelines and automate recurring jobs.
You can develop design templates for typical e-mail responses, schedule follow-ups, and set up tips, conserving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, uses advantages in regards to coding and software development. Here’s how:.
offers a robust API and substantial designer paperwork, making it easy to integrate with other tools and develop custom solutions.
This versatility permits self-employed reporters with coding abilities to extend the performance of and tailor it to their particular requirements.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to handle software application advancement jobs, from ideation to release.
You can produce customized phases for various development stages, designate jobs to employee, and track development effectively.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly user interface and easy-to-use functions, decreasing the learning curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collective functions that improve team effort and communication.
Developer-friendly API for integration and personalization.
Cost-effective option for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation functions.
Reliance on Gmail for complete functionality, restricting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While deals substantial benefits for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more cost effective service, especially for freelancers and small companies.
HubSpot has a totally free version, but advanced features require a higher-tier paid membership.
Features and Intricacy:.
provides a more thorough suite of features, consisting of sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Both and integrate with various third-party tools.
‘s seamless integration with Gmail is advantageous for users greatly reliant on e-mail interaction.
As a freelance journalist, managing your hiring procedure and customer relationships is critical to your success. deals a budget friendly and intuitive solution that perfectly integrates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it might not have the advanced functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a writer, content, or editor creator, can empower you to take control of your freelance journalism profession by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.