As a skilled freelance reporter, I understand the challenges of handling projects, tracking leads, and supporting client relationships. In this post, I will dive into the advantages of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for novices hey people welcome back in this video I will be revealing you how to use Streak Makes Crm Easy for your customer relations collaboration communication and a lot more so let’s enter it to start with you require to go to streak.com and you will arrive on this website right here now is a type of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is really amazing and I’ll show you how to do that as a complete newbie it will help you personalize an ideal process for your group and you will have the ability to get your work done now let’s actually enter the process now is offered as an extension and it’s totally totally free so once 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 okay it’s done and now it is contributing 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 sign in ensure to sign.
into the exact same Gmail that you have 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 look like now you can see here in our simple you know folders we are getting just recently viewed all tracked e-mails and upgraded reply and then we have this brand-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 merges so you can see this is like our brand-new dashboard for here I’ll be able to develop 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 develop a new pipeline let’s in fact do that you will click on new pipeline here and we have different choices first off we have the stages so this is where you will select these phases for your pipeline and you can really we have a lead gotten in touch with pitched demonstration negotiating close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last e-mail last email from lead Source priority market deal size company size close rate email thread count days and state and notes so if you wish to include another phase you will click on this Plus on top and you will provide your phase a name let’s state that you really wished to develop another um you understand stage here for instance 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 different colors for each of the stages but I believe all of these are in fact already developed so this is actually pretty excellent what I will do is I will actually eliminate this one and if you seem like there is um I believe pitched and demo are type of like the same thing we just choose 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 demonstration here and after that we have working out with negotiating I can go with 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 desire so you will click this plus here and we have complimentary form a date check box drop down General e-mail email tracking task 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 really missing out on and I’ll actually reorganize and put the notes here okay e-mail thread count close date alright business’s size offer size and Company size okay let’s eliminate the company size and I’m gon na actually find something else within the general where we have produced by date created followers and more so I in fact want to choose the developed.
by or possibly the fans due to the fact that I wish to keep track of my employee that are really 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 great deal of choices available within streak is in fact among the most convenient and among the most uh you understand versatile out there it’s really easy to use with templates we have jobs too within my project once again if I didn’t wish to opt for these sales if I made with jobs then I can choose the task stages 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 offer it various various colors we also have organization Dev here you can see then we have hiring so if you do employing then this is going to be your stages task search financier fundraising others real estate support and custom-made So within our support you can see we have inbound designated working on fixed and noise this is actually respectable and we also have custom where I can in fact start something from the scratch absolutely according to my service for me we just have the sales so I’m gon na go with the sales here and click develop personal or.
shared so I will be sharing this with a team 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 create 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 really click on this drop down and we have handle phase or relabel so as I continue as I include different 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 add 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 new and click go into so now you can see we have one lead produced 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 brand-new I’m going to include another lead let’s call it new 2 we can actually open this up in a 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 2 leads then let’s say there was a called also there’s one working out so I’ll just simply click on brand-new now when you create a lead we can in fact click on this link and it will now open up the different 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 produced keep in mind and after that we have welcome colleagues so from here I can invite the staff member we have include columns we have emails 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 comments at the top here again we have the call log we have our conference notes and we even have our.
attachments so this is how you create a lead within your when you’re made with this you can actually click on go into and it will be closed now it will reveal you something like this we have all of our data collected here and at the top we’re getting our account such as 2 leads one called and something like this and this is where you will be getting your list we can select various leads from here the stages and we can carry out bulk actions such as deleting and sharing too uh one more thing with srix on top you will be able to see we have personal alternative we have these 3 dots where we can find these stages Combinations and automation this is among the essential ones click on this link and you’ll be able to in fact integrate um other apps within yourr transfer data for notices for automations customized builds and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they really quickly and develop our CSV files likewise now I can switch to my various 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 emails that I will be receiving for my pipelines that I have actually created we will even have our combine e-mails now with our so this is the merge e-mail and with combine email what takes place is I can actually create a follow-up emails and different storage emails here and we have active advises so utilizing is actually simple you can begin free of charge by just adding the integration and now you know how to utilize as a total newbie do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me supply some context about my profession and how it relates to. As an independent journalist, I have actually worked with numerous customers, managed multiple projects at the same time, and maintained an extensive network of contacts. Juggling these obligations can be frustrating, and I recognized the requirement for a centralized system to enhance my operations.
In my mission for a service, I explored different platforms but found them to be either too intricate or too pricey for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly integrates with Gmail, making it perfect for freelance reporters who greatly depend on e-mail interaction. Here are some key advantages of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Organization:.
permits you to track and arrange your e-mails effortlessly, providing you a clear overview of your communications with customers, leads, and collaborators.
You can create adjustable pipelines directly within your inbox, making it simple to keep an eye on the progress and handle of your tasks and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to envision and manage your sales procedure from lead generation to job completion.
You can categorize contacts, create custom-made phases, set pointers, and track interactions, guaranteeing that no chance slips through the fractures.
Smooth Cooperation and Team Effort:.
assists in collaboration by permitting you to share pipelines and interact with employee within the platform.
You can designate tasks, share important emails, and team up in real-time, boosting productivity and ensuring everybody remains on the exact same page.
‘s versatile workflow system enables you to customize your pipelines and automate repeated tasks.
You can create templates for common email responses, schedule follow-ups, and set up suggestions, conserving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, offers benefits in regards to coding and software advancement. Here’s how:.
provides a robust API and substantial designer documents, making it simple to integrate with other tools and build customized options.
This versatility enables freelance journalists with coding skills to extend the functionality of and customize it to their particular needs.
Project Management for Software Application Advancement:.
‘s pipeline function can be adapted to manage software application development projects, from ideation to release.
You can produce customized stages for different development stages, designate tasks to team members, and track development efficiently.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive user interface and user friendly functions, reducing the finding out curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collaborative features that boost teamwork and communication.
Developer-friendly API for integration and customization.
Affordable option for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation functions.
Dependence on Gmail for complete functionality, limiting compatibility with other email providers.
Comparison with HubSpot CRM:.
While deals significant benefits for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more cost effective option, specifically for freelancers and small businesses.
HubSpot has a complimentary variation, but advanced features need a higher-tier paid membership.
Functions and Complexity:.
supplies a more extensive suite of features, including innovative marketing automation and analytics.
focuses on simpleness and ease of use, offering a structured experience.
Both and incorporate with different third-party tools.
‘s smooth combination with Gmail is useful for users greatly reliant on email interaction.
As a self-employed journalist, handling your hiring process and customer relationships is critical to your success. deals a user-friendly and affordable option that perfectly integrates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it might not have the innovative features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, content, or writer developer, can empower you to take control of your freelance journalism profession by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.