As a skilled freelance reporter, I comprehend the difficulties of handling projects, tracking leads, and nurturing client relationships. In this article, I will dig into the advantages of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for novices hey men welcome back in this video I will be revealing you how to use Streak Crm For B2B for your customer relations partnership communication and far more so let’s get into it to start with you need to go to streak.com and you will land on this site right here now is a kind of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is truly amazing and I’ll reveal you how to do that as a complete beginner it will assist you customize a perfect process for your group and you will have the ability to get your work done now let’s actually enter into the process now is readily available as an extension and it’s entirely free so when you get to the website you’ll get this choice 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 on add to Chrome click on ADD extension and your extension will be added alright it’s done and now it is adding 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 check in ensure to sign.
into the 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 merely scroll down and click permit after adding this is what your Gmail will look like now you can see here in our basic you know folders we are getting just recently viewed all tracked emails and updated reply and after that we have this brand-new alternative which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this resembles our brand-new control panel for here I’ll be able to create 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 new pipeline let’s actually do that you will click new pipeline here and we have different alternatives to start with we have the stages so this is where you will pick these stages for your pipeline and you can really we have actually a lead gotten in touch with pitched demonstration working out close phone closed uh you understand then we have nurturing okay then we have Fields so in fields we have a date of last email last e-mail from lead Source concern industry offer size company size close rate email thread count days and state and keeps in mind so if you want to add another phase you will click on this Plus on top and you will offer your phase a name let’s say that you really wished to create another um you know phase here for instance let’s say I didn’t have no strings so I can produce right here.
and you can provide it your color so we can actually select various colors for each of the stages but I believe all of these are in fact already developed so this is really quite impressive 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 choose 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 after that we have negotiating with negotiating I can choose 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 different fields that you want so you will click on this plus here and we have free form a date check box drop down General e-mail email tracking job calls and conferences 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 opt for this one here this is the field that was really missing out on and I’ll really rearrange and put the notes here alright email thread count close date fine company’s size offer size and Company size fine let’s eliminate the business size and I’m gon na really find something else within the basic where we have actually developed by date developed fans and more so I really want to choose the produced.
by or perhaps the followers due to the fact that I want to keep track of my employee that are in fact 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 lot of alternatives offered within streak is in fact among the most convenient and among the most uh you know flexible out there it’s really easy to use with templates we have jobs too within my job once again if I didn’t want to go for these sales if I did with jobs then I can choose the project phases right here and once again the fields the process is going to be similar you will pick these stages from here on this plus button here and you can likewise offer it various different 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 phases task search financier fundraising others property assistance and custom So within our assistance you can see we have inbound designated dealing with resolved and sound this is actually respectable and we likewise have custom where I can actually start something from the scratch totally according to my service for me we just have the sales so I’m gon na choose the sales here and click produce private or.
shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click develop now it will just take a second for a street to produce a pipeline for me so you can see this really looks respectable now I will have the ability to include my Lead Series so you can actually click on this fall and we have handle phase or rename 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 add it click on the top here include 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 enter so now you can see we have actually one lead developed let’s state that there is actually 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 two we can really open this up in a new tab from here too however I’m just for now I’m just gon na work in this manner now you can see we have 2 leads then let’s say there was a gotten in touch with also there’s one negotiating so I’ll just merely click new now once you develop a lead we can in fact click here and it will now open the different fields that we added so this is a new Elite that I created and we have all of these different columns we have the fields that we produced keep in mind and after that we have invite teammates so from here I can invite the staff member we have add columns we have emails files and comments you can switch to the e-mails and it will reveal you the emails that you got in files we can even upload 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 create a lead within your when you’re finished 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 data gathered here and at the top we’re getting our account such as two 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 perform bulk actions such as erasing and sharing too uh another thing with srix on top you will be able to see we have private choice we have these 3 dots where we can discover these phases Combinations and automation this is among the essential ones click on this link and you’ll be able to really incorporate um other apps within yourr transfer data for notices for automations custom-made builds and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they really easily and create our CSV files likewise now I can switch to my various folders that we have here and I can create a brand-new pipeline we can change to our basic Gmail really easily from here and it will likewise show me the emails that I will be getting for my pipelines that I have produced we will even have our merge e-mails now with our so this is the combine email and with merge e-mail what happens is I can really develop a follow-up e-mails and different storage e-mails here and we have active advises so using is really easy you can begin for free by just including the integration and now you know how to use as a total newbie do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me provide some context about my career and how it relates to. As a self-employed reporter, I’ve dealt with various customers, managed multiple projects simultaneously, and preserved a comprehensive network of contacts. Juggling these duties can be frustrating, and I recognized the requirement for a central system to improve my operations.
In my mission for a solution, I checked out numerous platforms however discovered them to be either too intricate or too expensive for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly incorporates with Gmail, making it ideal for independent reporters who heavily rely on email communication. Here are some key advantages of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Organization:.
enables you to track and arrange your e-mails effortlessly, offering you a clear overview of your interactions with customers, leads, and collaborators.
You can produce adjustable pipelines directly within your inbox, making it easy to monitor the development and manage of your assignments and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and manage your sales procedure from lead generation to job completion.
You can classify contacts, develop custom phases, set suggestions, and track interactions, making sure that no chance slips through the fractures.
Smooth Cooperation and Team Effort:.
helps with cooperation by enabling you to share pipelines and communicate with team members within the platform.
You can designate tasks, share essential e-mails, and collaborate in real-time, enhancing efficiency and ensuring everybody remains on the exact same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repetitive jobs.
You can develop templates for common e-mail actions, schedule follow-ups, and established tips, conserving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in independent journalism, provides advantages in terms of coding and software development. Here’s how:.
provides a robust API and comprehensive designer documents, making it simple to integrate with other tools and build custom-made solutions.
This flexibility permits freelance reporters with coding abilities to extend the functionality of and customize it to their particular needs.
Task Management for Software Advancement:.
‘s pipeline feature can be adapted to handle software development jobs, from ideation to deployment.
You can create customized phases for different development phases, designate tasks to employee, and track progress effectively.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive interface and easy-to-use features, minimizing the discovering curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collective features that improve teamwork and communication.
Developer-friendly API for integration and personalization.
Cost-efficient solution for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation functions.
Reliance on Gmail for complete performance, limiting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
offers a more inexpensive service, particularly for freelancers and small companies.
HubSpot has a totally free variation, however advanced functions require a higher-tier paid membership.
Features and Complexity:.
provides a more extensive suite of functions, including sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, offering a structured experience.
Both and incorporate with numerous third-party tools.
‘s smooth integration with Gmail is beneficial for users heavily reliant on email interaction.
As a self-employed reporter, managing your hiring procedure and client relationships is critical to your success. deals a intuitive and cost effective solution that effortlessly integrates with Gmail, allowing you to enhance your operations and focus on your craft. While it might not have the advanced functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re an editor, content, or author creator, can empower you to take control of your freelance journalism career by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.