As a skilled freelance reporter, I comprehend the obstacles of handling tasks, tracking leads, and supporting customer 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 offer a comparison with HubSpot CRM.
tutorial how to use for novices hey guys invite back in this video I will be revealing you how to utilize Streak Crm App For Iphone for your client relations partnership interaction and a lot more so let’s enter it to start with you need to go to streak.com and you will arrive at this site right here now is a kind of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is actually fantastic and I’ll reveal you how to do that as a total beginner it will help you personalize an ideal procedure for your group and you will have the ability to get your work done now let’s in fact enter the process now is readily available as an extension and it’s entirely free so as soon as you get to the website you’ll get this option here which is contribute 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 all right 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 check in ensure 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 access and we’re gon na simply scroll down and click permit after including this is what your Gmail will look like now you can see here in our easy you understand folders we are getting just recently viewed all tracked emails and upgraded reply and then we have this 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 is like our brand-new dashboard 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 working with so this is where we’ll go create a brand-new pipeline let’s in fact do that you will click on new pipeline here and we have various options firstly we have the stages so this is where you will pick these stages for your pipeline and you can actually we have a lead contacted pitched demonstration negotiating close phone closed uh you understand 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 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 this Plus at the top and you will offer your phase a name let’s say that you actually wished to create another um you know phase here for instance let’s state I didn’t have no strings so I can create right here.
and you can offer it your color so we can in fact pick various colors for each of the stages but I think all of these are actually already created so this is actually quite remarkable what I will do is I will in fact eliminate this one and if you seem like there is um I think pitched and demonstration are sort of like the same thing we simply go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s eliminate the demo here and after that 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 different fields that you desire so you will click on this plus here and we have free type a date check box drop down General email email tracking job calls and meetings 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 choose this one here this is the field that was actually missing and I’ll in fact reorganize and put the notes here fine email thread count close date fine company’s size offer size and Business size okay let’s eliminate the business size and I’m gon na actually discover something else within the basic where we have actually produced by date developed followers and more so I actually want to opt for the developed.
by or possibly the fans due to the fact that I want to keep track of my team members that are in fact 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 available within streak is in fact among the simplest and one of the most uh you know versatile out there it’s extremely easy to use with templates we have jobs too within my project once again if I didn’t want to choose these sales if I made with tasks then I can choose the project stages right here and once again the fields the process is going to be similar you will pick these phases from here on this plus button here and you can likewise provide it different various colors we likewise have company Dev here you can see then we have working with so if you do employing then this is going to be your phases job search investor fundraising others real estate assistance and custom So within our support you can see we have inbound appointed dealing with resolved and noise this is actually pretty good and we likewise have custom-made where I can in fact start something from the scratch absolutely according to my company for me we simply have the sales so I’m gon na choose the sales here and click produce personal or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click on produce now it will simply take a second for a street to produce a pipeline for me so you can see this in fact looks respectable now I will have the ability to add my Lead Series so you can really click on this drop down and we have handle 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 include it click the top here add a box so click on ADD box here and I’m going to include a box in the lead section here and let’s simply call it brand-new and click get in so now you can see we have one lead produced let’s say that there is actually closed one so I’m going to include one here let’s just for now let’s call it brand-new I’m going to include another lead let’s call it new two we can actually open this up in a brand-new tab from here too but 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 state there was a called as well there’s one working out so I’ll just merely click new now once you develop a lead we can in fact click on this link and it will now open the various fields that we included so this is a new Elite that I created and we have all of these different columns we have the fields that we created keep in mind and after that we have welcome colleagues so from here I can invite the staff member we have add columns we have e-mails files and remarks you can switch to the emails and it will show you the e-mails that you got in files we can even publish 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.
attachments so this is how you produce a lead within your when you’re done with this you can in fact click on get in 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 two leads one called and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can perform bulk actions such as erasing and sharing too uh one more thing with srix on top you will have the ability to see we have private alternative we have these three dots where we can find these stages Integrations and automation this is one of the crucial ones click on this link and you’ll have the ability to actually incorporate um other apps within yourr transfer data for alerts for automations custom constructs and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and develop our CSV files likewise now I can switch to my different folders that we have here and I can produce a brand-new pipeline we can switch to our simple Gmail really easily from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have actually created we will even have our merge emails now with our so this is the combine e-mail and with merge e-mail what happens is I can actually develop a follow-up e-mails and various storage e-mails here and we have active instructs so using is truly simple you can begin totally free by just adding the combination and now you know how to use as a complete novice don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me supply some context about my career and how it connects to. As an independent reporter, I have actually dealt with many clients, handled several projects at the same time, and kept a substantial network of contacts. Balancing these duties can be overwhelming, and I acknowledged the requirement for a central system to improve my operations.
In my mission for a solution, I explored different platforms but discovered them to be either too complicated or too costly for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly integrates with Gmail, making it perfect for independent journalists who greatly rely on e-mail communication. Here are some essential benefits of using for your freelance journalism working with process:.
User-friendly Email Tracking and Company:.
enables you to track and arrange your emails easily, offering you a clear introduction of your interactions with clients, leads, and partners.
You can develop personalized pipelines directly within your inbox, making it easy to manage and keep an eye on the development of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to picture and handle your sales process from list building to task conclusion.
You can classify contacts, create customized phases, set tips, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Partnership and Team Effort:.
assists in cooperation by allowing you to share pipelines and communicate with staff member within the platform.
You can assign jobs, share crucial emails, and collaborate in real-time, enhancing productivity and guaranteeing everyone stays on the exact same page.
‘s versatile workflow system enables you to customize your pipelines and automate recurring jobs.
You can develop templates for common e-mail responses, schedule follow-ups, and established reminders, conserving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, provides advantages in regards to coding and software application advancement. Here’s how:.
supplies a robust API and substantial developer documents, making it simple to incorporate with other tools and develop custom-made solutions.
This versatility enables self-employed reporters with coding abilities to extend the performance of and customize it to their specific requirements.
Job Management for Software Development:.
‘s pipeline feature can be adapted to manage software application advancement tasks, from ideation to release.
You can develop custom-made stages for different advancement stages, designate tasks to team members, and track development effectively.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive user interface and easy-to-use functions, minimizing the learning curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collaborative features that enhance team effort and communication.
Developer-friendly API for integration and modification.
Cost-efficient service for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation functions.
Reliance on Gmail for complete performance, limiting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more affordable solution, particularly for freelancers and small companies.
HubSpot has a free variation, but advanced functions require a higher-tier paid subscription.
Features and Complexity:.
provides a more extensive suite of functions, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, using a structured experience.
Both and integrate with numerous third-party tools.
‘s seamless integration with Gmail is beneficial for users heavily reliant on email communication.
As a freelance reporter, managing your hiring procedure and client relationships is vital to your success. offers a cost effective and instinctive option that flawlessly integrates with Gmail, enabling you to streamline your operations and focus on your craft. While it may not have the sophisticated functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a content, writer, or editor creator, can empower you to take control of your freelance journalism profession by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.