As an experienced freelance reporter, I comprehend the challenges of handling tasks, tracking leads, and nurturing client relationships. In this short article, I will dive into the advantages of utilizing for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for newbies hey men welcome back in this video I will be showing you how to utilize Streak Crm Down for your consumer relations collaboration communication and far more so let’s enter it firstly you need to go to streak.com and you will land on this site right here now is a type of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is actually remarkable and I’ll reveal you how to do that as a total beginner it will assist you customize a perfect process for your group and you will be able to get your work done now let’s actually enter the process now is available as an extension and it’s completely totally free so once you get to the website 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 add to Chrome click on ADD extension and your extension will be added okay it’s done and now it is adding 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 merely sign in ensure to sign.
into the same Gmail that you have added the uh you understand streak to now it will ask you for your access and we’re gon na simply 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 just recently viewed all tracked emails 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 combines so you can see this resembles our new dashboard for here I’ll have the ability to produce a brand-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 really do that you will click on brand-new pipeline here and we have various choices to start with we have the stages so this is where you will choose these phases for your pipeline and you can in fact 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 company size close rate e-mail thread count days and state and notes so if you wish to include another stage 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 produce another um you understand phase here for instance 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 actually pick different colors for each of the stages however I believe all of these are actually already produced so this is really pretty remarkable what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demo are type of like the very same thing we simply choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s eliminate the demonstration here and after that we have negotiating 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 this plus here and we have free type a date check box drop down General email email 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 go with this one here this is the field that was in fact missing and I’ll really reorganize and put the notes here okay email thread count close date fine company’s size offer size and Company size all right let’s eliminate the company size and I’m gon na actually discover something else within the general where we have developed by date created followers and more so I actually wish to go for the developed.
by or perhaps the followers due to the fact that I want to keep an eye on my employee that are actually following this so I will you know 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 options offered within streak is in fact among the simplest and among the most uh you know versatile out there it’s really easy to use with templates we have projects too within my project again if I didn’t want to choose these sales if I made with tasks then I can choose the project phases right here and once again the fields the procedure is going to be similar you will pick these stages from here on this plus button here and you can likewise provide it various different colors we also have organization Dev here you can see then we have working with so if you do employing then this is going to be your phases task search financier fundraising others realty support and custom So within our support you can see we have actually inbound appointed working on fixed and sound this is really pretty good and we likewise have custom-made where I can in fact start something from the scratch completely according to my company for me we simply have the sales so I’m gon na choose the sales here and click develop personal or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click on produce now it will simply take a 2nd 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 in fact click this fall and we have handle phase or relabel so as I proceed as I include different leads here what I I will do is I’ll just merely click and I’ll be able to add it click on the top here add a box so click ADD box here and I’m going to include a box in the lead area here and let’s just call it brand-new and click go into so now you can see we have one lead developed let’s say that there is really 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 brand-new two we can in fact open this up in a new tab from here too but I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s state there was a contacted also there’s one working out so I’ll just merely click on brand-new now once you produce a lead we can really click here and it will now open up the various fields that we added so this is a brand-new Elite that I produced and we have all of these different columns we have the fields that we produced keep in mind and then we have welcome teammates so from here I can invite the staff member we have include columns we have e-mails files and comments you can switch to the e-mails and it will show you the e-mails that you got in files we can even upload files and after that 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 create a lead within your when you’re done with this you can in fact click enter 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 pick different leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh one more thing with srix on top you will be able to see we have private alternative we have these three dots where we can find these phases Combinations and automation this is one of the important ones click here and you’ll be able to actually integrate um other apps within yourr transfer information for notifications 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 extremely easily and produce 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 easy Gmail really quickly from here and it will also show 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 merge e-mail and with combine e-mail what happens is I can in fact create a follow-up e-mails and various storage emails here and we have active advises so using is actually easy you can get going totally free by simply including the combination and now you understand how to use as a complete beginner 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 connects to. As a freelance reporter, I have actually dealt with various clients, managed numerous projects simultaneously, and maintained a comprehensive network of contacts. Balancing these obligations can be overwhelming, and I acknowledged the requirement for a centralized system to simplify my operations.
In my mission for a service, I checked out numerous platforms but discovered them to be either too complicated or too pricey for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly integrates with Gmail, making it ideal for self-employed journalists who greatly count on email interaction. Here are some crucial benefits of using for your freelance journalism employing process:.
Intuitive Email Tracking and Company:.
allows you to track and organize your e-mails effortlessly, giving you a clear summary of your interactions with customers, leads, and partners.
You can produce personalized pipelines directly within your inbox, making it easy to keep track of the development and manage of your tasks and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to visualize and handle your sales process from list building to job completion.
You can classify contacts, create custom-made phases, set tips, and track interactions, guaranteeing that no chance slips through the fractures.
Seamless Partnership and Team Effort:.
helps with collaboration by permitting you to share pipelines and interact with team members within the platform.
You can appoint jobs, share crucial emails, and collaborate in real-time, enhancing efficiency and guaranteeing everyone remains on the very same page.
Customizable Workflows:.
‘s flexible workflow system allows you to personalize your pipelines and automate repetitive tasks.
You can produce templates for typical email actions, schedule follow-ups, and established pointers, conserving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, offers advantages in terms of coding and software application development. Here’s how:.
Developer-Friendly Integration:.
provides a robust API and comprehensive designer documentation, making it easy to incorporate with other tools and develop customized services.
This versatility permits freelance reporters with coding abilities to extend the functionality of and customize it to their specific needs.
Project Management for Software Application Development:.
‘s pipeline feature can be adapted to handle software advancement tasks, from ideation to release.
You can develop customized stages for different advancement stages, appoint jobs to staff member, and track development effectively.
Advantages and disadvantages of
Pros:.
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive interface and user friendly functions, decreasing the learning curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collective functions that boost team effort and communication.
Developer-friendly API for combination and modification.
Cost-effective option for freelancers and small companies.
Cons:.
Limited reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation features.
Dependence on Gmail for full performance, restricting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
Expense:.
uses a more cost effective option, especially for freelancers and small companies.
HubSpot has a complimentary version, but advanced functions need a higher-tier paid membership.
Features and Intricacy:.
offers a more comprehensive suite of functions, consisting of innovative marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Integration:.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is advantageous for users heavily reliant on email communication.
Conclusion:.
As an independent journalist, managing your hiring process and client relationships is critical to your success. offers a budget friendly and instinctive service that seamlessly incorporates with Gmail, enabling you to improve your operations and focus on your craft. While it may not have the innovative functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a content, editor, or author creator, can empower you to take control of your freelance journalism career by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.