As an experienced freelance reporter, I understand the challenges of managing projects, tracking leads, and nurturing customer relationships. In this post, I will delve into the advantages of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for newbies hey men invite back in this video I will be showing you how to use Learn How To Use Streak Crm for your consumer relations cooperation interaction and far more so let’s enter into it firstly you need to go to streak.com and you will arrive at this site 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 in fact turn our Gmail into a platform which is actually amazing and I’ll show you how to do that as a complete beginner it will help you personalize an ideal process for your team and you will have the ability to get your work done now let’s actually get into the procedure now is available as an extension and it’s completely free so once you get to the site you’ll get this alternative 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 contribute to Chrome click ADD extension and your extension will be included fine 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 just check in ensure to sign.
into the 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 just scroll down and click on permit after including this is what your Gmail will look like now you can see here in our easy you know folders we are getting just recently seen all tracked emails and updated reply and after that we have this new alternative 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 be able to produce a new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go develop a new pipeline let’s actually do that you will click brand-new pipeline here and we have various alternatives first off we have the stages so this is where you will pick these phases for your pipeline and you can actually we have actually a lead called pitched demo working out close phone closed uh you know then we have supporting all right then we have Fields so in fields we have a date of last email last email from lead Source top priority industry offer size business size close rate email thread count days and state and notes so if you want to include another stage you will click this Plus on top and you will provide your stage a name let’s say that you actually wanted to develop another um you know 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 in fact pick various colors for each of the stages however I think all of these are actually currently produced so this is in fact pretty impressive what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demo are type of like the exact same thing we just 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 get rid of the demo here and then 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 different fields that you want so you will click on this plus here and we have complimentary kind a date check box drop down General e-mail email tracking job 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 actually missing out on and I’ll really reorganize and put the notes here fine e-mail thread count close date alright business’s size deal size and Company size alright let’s get rid of the company size and I’m gon na really find something else within the general where we have developed by date created followers and more so I actually wish to choose the produced.
by or perhaps the followers due to the fact that I want to keep an eye on my staff member that are actually 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 choices available within streak is really among the easiest and among the most uh you understand flexible out there it’s really easy to use with templates we have tasks too within my task once again if I didn’t wish to go for these sales if I made with tasks then I can opt for the task stages right here and again the fields the process is going to be similar you will select these phases from here on this plus button here and you can likewise provide it different various colors we likewise have service Dev here you can see then we have employing so if you do employing then this is going to be your phases task search investor fundraising others realty support and custom-made So within our support you can see we have incoming appointed working on resolved and noise this is actually respectable and we also have custom-made where I can in fact start something from the scratch absolutely according to my company for me we just have the sales so I’m gon na opt for the sales here and click on produce personal or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click develop now it will simply take a second for a street to develop a pipeline for me so you can see this really looks respectable now I will be able to add my Lead Series so you can really click this drop down and we have manage phase or rename so as I continue as I include 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 section here and let’s just call it brand-new and click get in so now you can see we have one lead created 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 brand-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 this way now you can see we have 2 leads then let’s state there was a called as well there’s one negotiating so I’ll just simply click brand-new now when you develop a lead we can really click here and it will now open the different fields that we included so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we developed remember and then we have invite teammates so from here I can welcome the team members we have include columns we have e-mails files and comments you can change to the e-mails and it will reveal you the emails that you got in files we can even publish 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 once you’re made with this you can really click on 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 two leads one gotten in touch with and something like this and this is where you will be getting your list we can choose different 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 have the ability to see we have private choice we have these three dots where we can discover these phases Combinations and automation this is among the essential ones click on this link and you’ll have the ability to really incorporate um other apps within yourr transfer data for alerts for automations customized constructs and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and produce our CSV files similarly now I can change to my different folders that we have here and I can develop a new pipeline we can change to our simple Gmail extremely quickly 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 merge emails now with our so this is the merge email and with combine email what takes place is I can in fact produce a follow-up e-mails and different storage emails here and we have active instructs so using is really easy you can get going totally free by simply including the integration and now you understand how to use as a total novice do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me provide some context about my profession and how it associates with. As a freelance journalist, I’ve worked with various clients, managed multiple projects simultaneously, and preserved an extensive network of contacts. Balancing these obligations can be frustrating, and I recognized the need for a central system to enhance my operations.
In my mission for a service, I checked out different platforms however discovered them to be either too expensive or too intricate for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly incorporates with Gmail, making it perfect for independent journalists who greatly depend on email interaction. Here are some crucial advantages of using for your freelance journalism working with process:.
User-friendly Email Tracking and Organization:.
allows you to track and arrange your emails easily, offering you a clear introduction of your interactions with clients, leads, and partners.
You can create personalized pipelines straight within your inbox, making it simple to handle and monitor the development of your tasks and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to picture and manage your sales process from lead generation to task conclusion.
You can categorize contacts, produce custom stages, set suggestions, and track interactions, making sure that no opportunity slips through the cracks.
Seamless Partnership and Teamwork:.
facilitates cooperation by allowing you to share pipelines and communicate with staff member within the platform.
You can designate tasks, share important emails, and collaborate in real-time, boosting productivity and ensuring everybody remains on the same page.
‘s versatile workflow system enables you to tailor your pipelines and automate recurring tasks.
You can develop design templates for typical email reactions, schedule follow-ups, and established reminders, saving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, provides advantages in regards to coding and software application development. Here’s how:.
provides a robust API and comprehensive developer paperwork, making it simple to incorporate with other tools and develop custom services.
This versatility permits freelance journalists with coding abilities to extend the functionality of and customize it to their specific needs.
Project Management for Software Advancement:.
‘s pipeline function can be adjusted to handle software advancement tasks, from ideation to deployment.
You can produce custom phases for various development stages, assign jobs to team members, and track development effectively.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and easy-to-use functions, reducing the learning curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collective features that enhance team effort and interaction.
Developer-friendly API for integration and modification.
Economical solution for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation features.
Reliance on Gmail for full performance, restricting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more affordable service, specifically for freelancers and small businesses.
HubSpot has a totally free version, but advanced functions require a higher-tier paid membership.
Features and Intricacy:.
provides a more detailed suite of features, consisting of sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, providing a streamlined experience.
Both and integrate with various third-party tools.
‘s seamless integration with Gmail is useful for users greatly reliant on e-mail interaction.
As an independent reporter, handling your hiring process and client relationships is vital to your success. deals a inexpensive and instinctive service that effortlessly integrates with Gmail, enabling you to improve your operations and concentrate on your craft. While it may not have the advanced features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, material, or writer creator, can empower you to take control of your freelance journalism career by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.