As a seasoned freelance reporter, I comprehend the difficulties of handling tasks, tracking leads, and nurturing client relationships. In this post, I will dive into the advantages of utilizing for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and supply 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 use Outlook Streak Crm for your customer relations partnership interaction and far more so let’s enter into it first off you require to go to streak.com and you will arrive on this website right here now is a sort of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is truly remarkable and I’ll reveal you how to do that as a complete novice it will assist you personalize a perfect procedure for your group and you will be able to get your work done now let’s really get into the procedure now is offered as an extension and it’s completely 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 added fine 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 just check in make sure to sign.
into the same Gmail that you have added the uh you understand streak to now it will ask you for your gain access to and we’re gon na just scroll down and click permit after adding this is what your Gmail will look like now you can see here in our simple you know folders we are getting recently viewed all tracked emails and updated reply and then we have this new choice 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 dashboard for here I’ll be able to create a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go create a new pipeline let’s in fact do that you will click on new pipeline here and we have different alternatives first of all we have the stages so this is where you will choose these phases for your pipeline and you can actually we have actually a lead called pitched demo 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 email last e-mail from lead Source top priority industry deal 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 develop another um you know phase here for example let’s say I didn’t have no strings so I can produce right here.
and you can provide it your color so we can in fact select different colors for each of the stages however I believe all of these are actually currently created so this is in fact quite remarkable what I will do is I will in fact eliminate this one and if you seem like there is um I think pitched and demonstration are kind of like the exact same thing we simply opt for the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s get rid of the demo here and after that we have negotiating 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 on this plus here and we have totally free form a date check box drop down General e-mail email tracking job calls and meetings so I do not 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 actually missing and I’ll in fact reorganize and put the notes here fine email thread count close date fine business’s size offer size and Company size all right let’s get rid of the business size and I’m gon na in fact find something else within the general where we have developed by date produced followers and more so I really want to choose the created.
by or perhaps the followers because 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 alternatives offered within streak is actually among the easiest and among the most uh you know versatile out there it’s really easy to use with templates we have tasks too within my task once again if I didn’t want to go for these sales if I did with tasks then I can opt for the job phases right here and again the fields the procedure is going to be comparable you will select these phases from here on this plus button here and you can likewise provide it different different colors we also have business Dev here you can see then we have hiring so if you do hiring then this is going to be your stages task search investor fundraising others property assistance and custom-made So within our assistance you can see we have inbound appointed dealing with fixed and sound this is really pretty good and we likewise have custom where I can actually start something from the scratch absolutely according to my service for me we simply have the sales so I’m gon na opt for the sales here and click develop 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 create now it will just take a 2nd for a street to create a pipeline for me so you can see this really looks pretty good now I will have the ability to add my Lead Series so you can in fact click this drop down and we have handle phase or rename so as I proceed as I add different leads here what I I will do is I’ll just merely click and I’ll be able to add it click the top here include a box so click on ADD box here and I’m going to add a box in the lead area here and let’s just call it brand-new and click on enter so now you can see we have one lead produced let’s state that there is in fact closed one so I’m going to include 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 two we can really open this up in a new tab from here too however I’m just for now I’m just gon na work this way now you can see we have 2 leads then let’s say there was a called too there’s one negotiating so I’ll just merely click brand-new now when you produce a lead we can actually click on this link and it will now open up the various fields that we added so this is a new Elite that I produced and we have all of these different columns we have the fields that we produced remember and after that we have invite teammates so from here I can invite the employee we have add columns we have emails files and remarks you can switch to the emails and it will show you the e-mails that you got in files we can even submit files and then 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 produce a lead within your when you’re done with this you can in fact click get in 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 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 private option we have these three dots where we can discover these phases Combinations and automation this is among the important ones click here and you’ll have the ability to really integrate um other apps within yourr transfer data for notices for automations custom builds and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they extremely quickly and produce our CSV files similarly now I can change to my different folders that we have here and I can produce a new pipeline we can switch to our simple Gmail extremely quickly from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have actually produced we will even have our combine emails now with our so this is the combine email and with merge email what happens is I can really create a follow-up emails and various storage e-mails here and we have active instructs so using is truly simple you can get started for free by simply adding the combination and now you understand how to utilize as a total beginner don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me supply some context about my profession and how it relates to. As an independent reporter, I have actually worked with numerous clients, handled numerous jobs concurrently, and maintained a substantial network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the need for a central system to enhance my operations.
In my mission for a service, I explored different platforms however 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 consumer relationship management tool that flawlessly incorporates with Gmail, making it ideal for freelance reporters who heavily count on email interaction. Here are some essential benefits of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Company:.
enables you to track and arrange your e-mails easily, giving you a clear introduction of your interactions with customers, leads, and collaborators.
You can produce customizable pipelines straight within your inbox, making it simple to handle and keep track of the development of your assignments and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to picture and handle your sales procedure from lead generation to task completion.
You can categorize contacts, produce custom stages, set tips, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Cooperation and Teamwork:.
helps with collaboration by enabling you to share pipelines and communicate with team members within the platform.
You can appoint tasks, share crucial e-mails, and work together in real-time, boosting performance and guaranteeing everyone remains on the same page.
‘s flexible workflow system allows you to customize your pipelines and automate recurring tasks.
You can develop design templates for typical email reactions, schedule follow-ups, and established tips, conserving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, uses benefits in terms of coding and software advancement. Here’s how:.
supplies a robust API and extensive developer documentation, making it simple to integrate with other tools and build custom options.
This versatility allows freelance reporters with coding skills to extend the functionality of and customize it to their specific requirements.
Job Management for Software Application Development:.
‘s pipeline function can be adapted to manage software development projects, from ideation to deployment.
You can create custom-made phases for different development phases, appoint tasks to staff member, and track progress efficiently.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Instinctive user interface and easy-to-use features, lessening the discovering curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collective features that boost team effort and interaction.
Developer-friendly API for combination and modification.
Cost-efficient option for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for full performance, restricting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
offers a more inexpensive solution, particularly for freelancers and small companies.
HubSpot has a free version, however advanced features require a higher-tier paid membership.
Functions and Intricacy:.
supplies a more detailed suite of functions, including innovative marketing automation and analytics.
focuses on simpleness and ease of use, offering a streamlined experience.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is advantageous for users greatly reliant on email interaction.
As an independent reporter, handling your hiring procedure and customer relationships is critical to your success. deals a instinctive and budget friendly solution that seamlessly incorporates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it may not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a writer, material, or editor creator, can empower you to take control of your freelance journalism profession by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.