As a seasoned freelance reporter, I understand the obstacles of managing projects, tracking leads, and nurturing client relationships. In this article, I will dive into the benefits of utilizing for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for newbies hey people welcome back in this video I will be revealing you how to utilize Streak Crm Lead Management for your consumer relations collaboration communication and far more so let’s enter into it first off you need to go to streak.com and you will arrive at this site right here now is a sort of CRM that we can add to our basic Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is actually remarkable and I’ll show you how to do that as a complete beginner it will help you tailor a best procedure for your group and you will be able to get your work done now let’s in fact get into the process now is readily available as an extension and it’s entirely totally free so as soon as you get to the site you’ll get this alternative here which is add 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 on add to Chrome click on ADD extension and your extension will be added fine 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 check in make sure 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 just scroll down and click on allow after adding this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting recently viewed all tracked e-mails and upgraded 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 control panel for here I’ll have the ability to create a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go produce a brand-new pipeline let’s in fact do that you will click on brand-new pipeline here and we have various choices first of all we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have a lead called pitched demo working out close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority industry deal size business size close rate e-mail thread count days and state and keeps in mind so if you wish to include another stage you will click on this Plus on top and you will give your phase a name let’s state that you actually wanted to produce another um you know phase here for example let’s state I didn’t have no strings so I can produce right here.
and you can give it your color so we can really choose various colors for each of the stages but I believe all of these are actually already produced so this is really pretty remarkable what I will do is I will really get rid of this one and if you seem like there is um I believe pitched and demo are kind of like the exact same thing we simply go with the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s eliminate the demonstration 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 phases then I will scroll down to the fields here with each pipeline what are the various fields that you want so you will click this plus here and we have totally free form a date check box fall General email email tracking task calls and conferences 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 go with this one here this is the field that was really missing and I’ll actually reorganize and put the notes here okay email thread count close date fine business’s size deal size and Company size all right let’s eliminate the company size and I’m gon na in fact find something else within the basic where we have actually developed by date created fans and more so I in fact want to opt for the created.
by or perhaps the fans since I wish to keep an eye on my staff member that are really 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 lot of alternatives readily available within streak is actually one of the most convenient and among the most uh you know flexible out there it’s extremely easy to use with templates we have projects too within my task once again if I didn’t wish to choose these sales if I did with projects then I can go with the job phases right here and once again the fields the procedure is going to be similar you will select these phases from here on this plus button here and you can likewise provide it different different colors we likewise have organization Dev here you can see then we have hiring so if you do employing then this is going to be your phases job search investor fundraising others property support and custom-made So within our support you can see we have incoming designated working on resolved and sound this is really respectable and we also have custom where I can actually start something from the scratch absolutely according to my service for me we simply have the sales so I’m gon na choose the sales here and click on develop private 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 develop now it will simply take a 2nd for a street to develop a pipeline for me so you can see this in fact looks pretty good now I will be able to add my Lead Series so you can in fact click this drop down and we have handle phase or rename so as I continue as I add 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 include a box so click ADD box here and I’m going to include a box in the lead area here and let’s simply call it new and click get in so now you can see we have one lead developed let’s say that there is in fact closed one so I’m going to add 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 actually open this up in a 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 2 leads then let’s state there was a called also there’s one negotiating so I’ll just simply click on new now once you create a lead we can really click on this link and it will now open up the different 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 remember and after that we have invite teammates so from here I can invite the employee we have include columns we have e-mails files and remarks you can switch to the emails 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.
accessories so this is how you create a lead within your as soon as you’re finished with this you can really click on enter 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 two leads one contacted and something like this and this is where you will be getting your list we can select different leads from here the stages and we can perform bulk actions such as erasing and sharing also uh one more thing with srix at the top you will have the ability to see we have personal alternative we have these 3 dots where we can discover these phases Integrations and automation this is among the important ones click on this link and you’ll be able to really integrate um other apps within yourr transfer information for notifications for automations customized builds and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they really easily and produce our CSV files similarly now I can change to my various folders that we have here and I can develop a brand-new pipeline we can switch to our easy Gmail extremely quickly from here and it will also reveal me the emails that I will be getting for my pipelines that I have created we will even have our merge e-mails now with our so this is the merge e-mail and with merge e-mail what happens is I can actually develop a follow-up emails and different storage emails here and we have active advises so using is actually simple you can get going for free by just including the integration and now you understand how to use as a complete novice don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me offer some context about my profession and how it relates to. As an independent reporter, I have actually dealt with numerous clients, handled several jobs concurrently, and maintained an extensive network of contacts. Balancing these obligations can be overwhelming, and I recognized the requirement for a central system to streamline my operations.
In my mission for a solution, I checked out different platforms however discovered them to be either too costly 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 client relationship management tool that seamlessly incorporates with Gmail, making it ideal for independent journalists who greatly count on email interaction. Here are some essential benefits of using for your freelance journalism employing process:.
User-friendly Email Tracking and Company:.
enables you to track and organize your emails effortlessly, providing you a clear summary of your interactions with customers, leads, and partners.
You can create customizable pipelines directly within your inbox, making it easy to keep track of the development and handle of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to imagine and handle your sales process from list building to project conclusion.
You can classify contacts, develop customized stages, set reminders, and track interactions, ensuring that no chance slips through the fractures.
Seamless Partnership and Team Effort:.
assists in partnership by allowing you to share pipelines and communicate with employee within the platform.
You can assign jobs, share crucial e-mails, and work together in real-time, improving productivity and ensuring everybody remains on the same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repeated tasks.
You can produce design templates for typical email actions, schedule follow-ups, and established pointers, saving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, uses benefits in terms of coding and software advancement. Here’s how:.
offers a robust API and substantial designer paperwork, making it simple to integrate with other tools and build custom-made solutions.
This flexibility enables freelance reporters with coding skills to extend the functionality of and customize it to their particular requirements.
Task Management for Software Application Development:.
‘s pipeline feature can be adjusted to manage software application advancement projects, from ideation to deployment.
You can develop customized stages for various advancement stages, appoint tasks to employee, and track development efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive interface and easy-to-use features, reducing the discovering curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collective functions that enhance teamwork and communication.
Developer-friendly API for integration and modification.
Cost-efficient solution for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation functions.
Dependence on Gmail for complete functionality, restricting compatibility with other email providers.
Contrast with HubSpot CRM:.
While offers considerable benefits for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more affordable service, particularly for freelancers and small companies.
HubSpot has a totally free version, however advanced functions need a higher-tier paid membership.
Functions and Complexity:.
offers a more comprehensive suite of functions, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is useful for users heavily reliant on email interaction.
As an independent reporter, managing your hiring procedure and client relationships is critical to your success. deals a intuitive and affordable solution that effortlessly incorporates with Gmail, allowing you to improve your operations and concentrate on your craft. While it may not have the advanced functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a material, editor, or author developer, can empower you to take control of your freelance journalism career by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.