As a seasoned freelance reporter, I understand the challenges of handling projects, tracking leads, and supporting client relationships. In this post, I will dig into the advantages of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for novices hey people invite back in this video I will be showing you how to utilize Multiple Company Sales Reports In Streak Crm for your client relations cooperation interaction and far more so let’s enter it first off you need to go to streak.com and you will land on 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 Hub and we can actually turn our Gmail into a platform which is actually remarkable and I’ll reveal you how to do that as a complete newbie it will assist you personalize an ideal process for your team and you will be able to get your work done now let’s in fact enter into the procedure now is 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 add to Chrome click ADD extension and your extension will be included all right it’s done and now it is adding 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 check in make certain to sign.
into the exact same Gmail that you have added the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click on allow after including this is what your Gmail will appear like now you can see here in our basic you know folders we are getting just recently viewed all tracked e-mails and upgraded reply and after that 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 merges so you can see this resembles our brand-new control panel for here I’ll be able to develop a 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 really do that you will click new pipeline here and we have various options first of all we have the stages so this is where you will pick these stages for your pipeline and you can really we have a lead gotten in touch with pitched demo working out close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last email last e-mail from lead Source concern industry deal size company size close rate e-mail thread count days and state and notes so if you wish to add another stage you will click this Plus at the top and you will give your phase a name let’s state that you actually wished to produce another um you understand stage here for example let’s state I didn’t have no strings so I can create right here.
and you can provide it your color so we can in fact pick various colors for each of the stages but I believe all of these are in fact already created so this is actually pretty excellent what I will do is I will in fact eliminate this one and if you feel like there is um I think pitched and demonstration are type of like the exact same thing we just choose the pitch so what I’ll do is uh we have 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 opt for 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 free 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 go with this one here this is the field that was actually missing out on and I’ll really reorganize and put the notes here alright email thread count close date alright company’s size deal size and Company size fine let’s get rid of the business size and I’m gon na in fact find something else within the general where we have actually produced by date produced followers and more so I in fact want to go for the developed.
by or maybe the followers due to the fact that I want to keep track of my employee that are actually following this so I will you know put it right here now these are the some 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 one of the most uh you know flexible out there it’s really easy to use with templates we have tasks too within my job again if I didn’t want to go for these sales if I finished with jobs then I can go with the task phases right here and again the fields the process is going to be comparable you will pick these stages from here on this plus button here and you can also offer it different different colors we likewise have service Dev here you can see then we have working with so if you do employing then this is going to be your stages task search financier fundraising others property assistance and customized So within our assistance you can see we have incoming assigned dealing with resolved and sound this is really respectable and we likewise have customized where I can in fact start something from the scratch totally according to my organization for me we merely 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 go with the shared one here and click produce now it will simply take a 2nd for a street to produce a pipeline for me so you can see this actually looks respectable now I will be able to add my Lead Series so you can actually click on this fall and we have handle stage or relabel 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 on ADD box here and I’m going to add 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 created let’s state 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 two we can in fact open this up in a 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 say there was a called also there’s one working out so I’ll just merely click brand-new now as soon as you create a lead we can actually click here and it will now open the various fields that we added so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we created keep in mind and then we have welcome teammates so from here I can welcome the employee we have include columns we have e-mails files and comments you can change to the emails and it will show you the emails that you got in files we can even upload files and then we have the remarks at the top here once again we have the call log we have our conference notes and we even have our.
accessories so this is how you create a lead within your as soon as you’re made with this you can really click go into and it will be closed now it will show you something like this we have all of our information gathered here and at the top we’re getting our account such as 2 leads one gotten in touch with and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can carry out 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 private choice we have these 3 dots where we can discover these stages Combinations and automation this is among the crucial ones click on this link and you’ll be able to actually integrate um other apps within yourr transfer information for alerts for automations customized develops 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 create 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 switch to our simple Gmail extremely quickly from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our combine e-mails now with our so this is the merge email and with combine email what happens is I can in fact produce a follow-up e-mails and different storage e-mails 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 know how to use as a total newbie don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me supply some context about my profession and how it connects to. As an independent reporter, I have actually dealt with many customers, handled multiple tasks concurrently, and maintained a substantial network of contacts. Balancing these obligations can be frustrating, and I acknowledged the requirement for a central system to simplify my operations.
In my quest for an option, I checked out different platforms but discovered them to be either too complicated or too pricey for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly incorporates with Gmail, making it ideal for freelance reporters who greatly rely on email interaction. Here are some key advantages of using for your freelance journalism employing process:.
Instinctive Email Tracking and Organization:.
allows you to track and organize your e-mails effortlessly, providing you a clear introduction of your communications with customers, leads, and collaborators.
You can create adjustable pipelines straight within your inbox, making it simple to monitor the progress and manage of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales procedure from lead generation to job completion.
You can classify contacts, produce custom stages, set pointers, and track interactions, ensuring that no opportunity slips through the cracks.
Smooth Partnership and Team Effort:.
assists in partnership by allowing you to share pipelines and interact with team members within the platform.
You can designate tasks, share essential emails, and collaborate in real-time, improving productivity and guaranteeing everybody remains on the very same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repetitive jobs.
You can produce design templates for typical email actions, schedule follow-ups, and set up pointers, saving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in independent journalism, offers advantages in terms of coding and software application advancement. Here’s how:.
offers a robust API and comprehensive designer documents, making it simple to incorporate with other tools and build custom services.
This versatility allows freelance journalists with coding skills to extend the functionality of and tailor it to their particular needs.
Project Management for Software Application Advancement:.
‘s pipeline function can be adjusted to manage software application advancement jobs, from ideation to deployment.
You can produce custom-made stages for various development stages, appoint tasks to employee, and track progress efficiently.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Instinctive user interface and easy-to-use features, reducing the discovering curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collective functions that enhance team effort and interaction.
Developer-friendly API for combination and customization.
Cost-effective service for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for complete performance, limiting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While deals considerable benefits for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more budget friendly option, particularly for freelancers and small companies.
HubSpot has a free variation, however advanced features need a higher-tier paid subscription.
Features and Intricacy:.
provides a more detailed suite of functions, including advanced marketing automation and analytics.
concentrates on simpleness and ease of use, providing a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s seamless integration with Gmail is advantageous for users heavily reliant on email communication.
As a self-employed journalist, managing your hiring procedure and customer relationships is critical to your success. deals a intuitive and budget friendly service that flawlessly incorporates with Gmail, enabling you to simplify your operations and focus on your craft. While it may not have the sophisticated features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a writer, editor, or content developer, 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 undertakings.