As a seasoned freelance reporter, I comprehend the obstacles of managing tasks, tracking leads, and supporting client relationships. In this short article, I will dive into the benefits of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey men welcome back in this video I will be revealing you how to utilize Streak Reporting For Crm for your customer relations collaboration communication and far more so let’s enter it first off you need 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 easy Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is truly amazing and I’ll reveal you how to do that as a total beginner it will assist you personalize a best process for your team and you will be able to get your work done now let’s actually enter into the procedure now is offered as an extension and it’s totally free so when you get to the site you’ll get this alternative here which is add 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 contribute to Chrome click ADD extension and your extension will be included alright 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 just sign in make certain to sign.
into the very same Gmail that you have actually included the uh you know 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 look like now you can see here in our easy you understand folders we are getting recently viewed all tracked e-mails and updated reply and then we have this new option 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 new dashboard for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go develop a new pipeline let’s actually do that you will click on brand-new pipeline here and we have various choices first off we have the stages so this is where you will choose these phases for your pipeline and you can really we have a lead contacted pitched demonstration working out close phone closed uh you know then we have nurturing all right then we have Fields so in fields we have a date of last email last e-mail from lead Source priority market offer size company size close rate email thread count days and state and notes so if you wish to include another stage you will click this Plus on top and you will give your phase a name let’s state that you really wanted to produce another um you understand phase here for example let’s say I didn’t have no strings so I can develop right here.
and you can give it your color so we can really choose various colors for each of the stages however I think all of these are actually currently created so this is in fact pretty outstanding what I will do is I will in fact eliminate this one and if you seem like there is um I think pitched and demo are sort of like the exact same thing we simply opt for 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 then 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 want so you will click on this plus here and we have complimentary kind a date check box drop down General email e-mail 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 opt for this one here this is the field that was really missing and I’ll actually rearrange and put the notes here fine email thread count close date alright business’s size offer size and Company size alright let’s get rid of the business size and I’m gon na in fact discover something else within the basic where we have developed by date produced fans and more so I really wish to opt for the produced.
by or perhaps the fans due to the fact that I want to keep track of my staff member 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 lot of options available within streak is in fact among the easiest and one of the most uh you understand versatile out there it’s very easy to use with design templates we have projects too within my task again if I didn’t want to opt for these sales if I did with tasks then I can go with the project stages right here and again the fields the procedure is going to be similar you will select these stages from here on this plus button here and you can also offer it various various colors we likewise have service Dev here you can see then we have employing so if you do hiring then this is going to be your stages job search investor fundraising others realty support and custom So within our support you can see we have actually incoming designated dealing with solved and noise this is in fact respectable and we also have custom-made where I can actually start something from the scratch absolutely according to my service for me we just have the sales so I’m gon na opt for the sales here and click on create personal or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click 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 be able to add my Lead Series so you can actually click this drop down and we have handle phase or relabel so as I continue as I include various leads here what I I will do is I’ll just merely click and I’ll be able 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 section here and let’s just call it new and click on go into so now you can see we have actually one lead produced let’s state that there is really closed one so I’m going to include one here let’s just for now let’s call it new I’m going to add another lead let’s call it brand-new two we can in fact open this up in a brand-new tab from here too but I’m just for now I’m just gon na work in this manner now you can see we have two leads then let’s state there was a gotten in touch with also there’s one working out so I’ll just merely click new now once you produce a lead we can really click on this link and it will now open the various fields that we included so this is a new Elite that I produced and we have all of these various 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 team members we have add 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 publish files and after that 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 made with this you can really click on get in 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 two leads one gotten in touch with 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 perform bulk actions such as deleting and sharing also uh another thing with srix at the top you will be able to see we have personal choice we have these three dots where we can discover these phases Combinations and automation this is one of the essential ones click on this link and you’ll be able to in fact incorporate um other apps within yourr transfer information for notices for automations custom develops and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they very easily and produce our CSV files likewise now I can switch to my various folders that we have here and I can produce a brand-new pipeline we can switch to our simple Gmail extremely quickly from here and it will likewise show me the emails that I will be receiving for my pipelines that I have produced we will even have our combine emails 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 e-mails and different storage emails here and we have active instructs so utilizing is actually simple you can get started free of charge by just including the integration and now you understand how to use as a total novice don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me supply some context about my career and how it associates with. As a freelance reporter, I’ve worked with various customers, handled several jobs simultaneously, and kept a substantial network of contacts. Balancing these responsibilities can be frustrating, and I acknowledged the need for a central system to simplify my operations.
In my mission for a service, I explored various platforms however discovered them to be either too complex or too costly for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly integrates with Gmail, making it perfect for self-employed reporters who greatly rely on e-mail interaction. Here are some essential advantages of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Organization:.
enables you to track and arrange your e-mails easily, providing you a clear overview of your interactions with clients, leads, and collaborators.
You can develop personalized pipelines directly within your inbox, making it simple to handle and monitor the development of your assignments and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to picture and handle your sales procedure from lead generation to job conclusion.
You can categorize contacts, produce customized phases, set reminders, and track interactions, making sure that no chance slips through the fractures.
Smooth Partnership and Teamwork:.
assists in cooperation by permitting you to share pipelines and communicate with staff member within the platform.
You can assign jobs, share important emails, and collaborate in real-time, enhancing productivity and guaranteeing everyone stays on the same page.
‘s flexible workflow system enables you to tailor your pipelines and automate repeated tasks.
You can create design templates for common email actions, schedule follow-ups, and set up tips, saving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, provides benefits in regards to coding and software development. Here’s how:.
offers a robust API and extensive developer paperwork, making it simple to integrate with other tools and develop custom-made options.
This versatility enables freelance reporters with coding skills to extend the functionality of and customize it to their particular requirements.
Task Management for Software Advancement:.
‘s pipeline feature can be adapted to manage software advancement tasks, from ideation to deployment.
You can create customized stages for various advancement stages, assign jobs to staff member, and track progress efficiently.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive interface and easy-to-use features, decreasing the learning curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collaborative functions that enhance teamwork and interaction.
Developer-friendly API for integration and customization.
Affordable option for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Reliance on Gmail for full performance, restricting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more inexpensive service, especially for freelancers and small companies.
HubSpot has a free variation, but advanced functions require a higher-tier paid subscription.
Features and Intricacy:.
provides a more extensive suite of features, consisting of innovative marketing automation and analytics.
concentrates on simplicity and ease of use, providing a streamlined experience.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is advantageous for users heavily reliant on email interaction.
As a freelance reporter, handling your hiring procedure and customer relationships is paramount to your success. deals a intuitive and inexpensive service that perfectly integrates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it might not have the innovative functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a content, writer, or editor developer, can empower you to take control of your freelance journalism profession by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.