As an experienced freelance reporter, I understand the obstacles of handling jobs, tracking leads, and nurturing customer relationships. In this short article, I will delve into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for beginners hey guys welcome back in this video I will be showing you how to utilize G2 Streak Crm for your client relations partnership communication and a lot more so let’s enter it to start with you require to go to streak.com and you will arrive at this website right here now is a sort of CRM that we can add to our simple Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is really fantastic and I’ll reveal you how to do that as a complete beginner it will help you personalize a best procedure for your group and you will have the ability to get your work done now let’s in fact enter the procedure now is available as an extension and it’s entirely complimentary so as soon as you get to the website you’ll get this choice 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 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 check in make certain to sign.
into the exact same Gmail that you have included 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 on enable after including this is what your Gmail will look like now you can see here in our easy you understand 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 combines so you can see this is like our new dashboard for here I’ll have the ability to develop a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go develop a brand-new pipeline let’s actually do that you will click 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 in fact we have a lead gotten in touch with pitched demonstration negotiating close phone closed uh you understand then we have supporting okay then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority market offer size company size close rate e-mail thread count days and state and notes so if you wish to add another phase you will click this Plus on top and you will offer your stage a name let’s say that you actually wanted to produce another um you understand phase here for instance let’s say I didn’t have no strings so I can create right here.
and you can offer it your color so we can really choose various colors for each of the stages however I believe all of these are really currently created so this is actually quite excellent what I will do is I will actually get rid of this one and if you feel like there is um I think pitched and demonstration are kind of like the same thing we simply opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s eliminate the demo here and after that we have working out 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 various fields that you desire so you will click on this plus here and we have totally free kind a date check box fall General email e-mail tracking job 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 in fact missing out on and I’ll really rearrange and put the notes here okay e-mail thread count close date fine company’s size offer size and Business size fine let’s get rid of the company size and I’m gon na really discover something else within the basic where we have produced by date produced fans and more so I really wish to opt for the developed.
by or maybe the fans due to the fact that I wish to monitor my team members that are actually 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 readily available within streak is really one of the most convenient and one of the most uh you know versatile out there it’s very easy to use with templates we have tasks too within my task again if I didn’t want to choose these sales if I finished with tasks then I can opt for the project phases right here and again the fields the process is going to be comparable you will pick these phases from here on this plus button here and you can also give it various different colors we also have business Dev here you can see then we have working with so if you do employing then this is going to be your stages job search investor fundraising others realty assistance and custom So within our assistance you can see we have inbound appointed working on solved and sound this is actually pretty good and we likewise have customized where I can really start something from the scratch completely according to my business for me we merely have the sales so I’m gon na opt for the sales here and click on develop private or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click develop now it will just take a 2nd for a street to produce a pipeline for me so you can see this in fact looks pretty good now I will be able to include my Lead Series so you can actually click on this fall and we have handle stage or rename so as I proceed as I include different leads here what I I will do is I’ll just simply click and I’ll be able to include it click the top here add a box so click ADD box here and I’m going to add a box in the lead section here and let’s simply call it brand-new and click on get in so now you can see we have actually one lead produced let’s say that there is actually closed one so I’m going to include 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 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 this way 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 brand-new now when you produce a lead we can in fact click here and it will now open the various fields that we included so this is a new Elite that I developed and we have all of these various columns we have the fields that we created keep in mind and after that we have invite colleagues so from here I can welcome the team members we have include columns we have e-mails files and remarks you can switch to the emails 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 conference notes and we even have our.
attachments so this is how you produce a lead within your when you’re done with this you can actually click enter and it will be closed now it will show you something like this we have all of our information collected here and at the top we’re getting our account such as 2 leads one contacted and something like this and this is where you will be getting your list we can pick various leads from here the stages and we can carry out bulk actions such as erasing and sharing as well uh one more thing with srix at the top you will be able to see we have personal option we have these three dots where we can discover these phases Combinations and automation this is one of the essential ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer data for notices 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 data they very easily and develop our CSV files likewise now I can switch to my different folders that we have here and I can create a brand-new pipeline we can switch to our simple Gmail very easily from here and it will also show me the e-mails that I will be getting for my pipelines that I have actually created we will even have our combine e-mails now with our so this is the combine email and with combine email what happens is I can actually create a follow-up emails and different storage emails here and we have active advises so using is really simple you can get going for free by just adding the integration and now you understand how to use as a total novice don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me offer some context about my profession and how it relates to. As a self-employed journalist, I have actually dealt with many clients, handled several jobs simultaneously, and kept a substantial network of contacts. Balancing these duties can be overwhelming, and I recognized the need for a centralized system to simplify my operations.
In my quest for a solution, I explored various platforms however found them to be either too costly or too complex for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly integrates with Gmail, making it ideal for independent journalists who greatly depend on e-mail interaction. Here are some key benefits of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Company:.
allows you to track and organize your emails effortlessly, giving you a clear overview of your communications with clients, leads, and partners.
You can create personalized pipelines directly within your inbox, making it easy to manage and monitor the development of your tasks and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to visualize and handle your sales procedure from list building to task conclusion.
You can categorize contacts, create custom phases, set reminders, and track interactions, guaranteeing that no opportunity slips through the cracks.
Seamless Cooperation and Team Effort:.
facilitates cooperation by permitting you to share pipelines and communicate with staff member within the platform.
You can appoint tasks, share crucial emails, and work together in real-time, enhancing productivity and making sure everybody remains on the exact same page.
‘s flexible workflow system allows you to customize your pipelines and automate repeated jobs.
You can produce design templates for common email responses, schedule follow-ups, and established reminders, saving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, offers benefits in terms of coding and software advancement. Here’s how:.
offers a robust API and extensive developer documents, making it easy to integrate with other tools and build custom options.
This flexibility enables self-employed reporters with coding skills to extend the performance of and tailor it to their particular requirements.
Project Management for Software Application Development:.
‘s pipeline feature can be adjusted to handle software advancement jobs, from ideation to release.
You can develop custom stages for different advancement phases, appoint jobs to staff member, 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 easy-to-use functions, minimizing the finding out curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collaborative features that boost teamwork and interaction.
Developer-friendly API for combination and personalization.
Affordable solution for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation features.
Reliance on Gmail for full functionality, limiting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more inexpensive solution, specifically for freelancers and small businesses.
HubSpot has a totally free version, but advanced features require a higher-tier paid membership.
Functions and Complexity:.
offers a more detailed suite of features, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and integrate with numerous third-party tools.
‘s seamless combination with Gmail is beneficial for users heavily reliant on e-mail interaction.
As a self-employed reporter, handling your hiring procedure and customer relationships is critical to your success. deals a cost effective and user-friendly service that flawlessly integrates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it might not have the sophisticated 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 profession by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.