As a seasoned freelance reporter, I understand the difficulties of managing tasks, tracking leads, and supporting client relationships. In this post, I will dig 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 utilize for novices hey men welcome back in this video I will be revealing you how to utilize Select Multiple Items Streak Crm for your customer relations collaboration communication and a lot 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 contribute to our basic Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is actually fantastic and I’ll reveal you how to do that as a total newbie it will help you personalize a perfect process for your team and you will be able to get your work done now let’s in fact enter the procedure now is offered as an extension and it’s entirely totally free so when you get to the website you’ll get this choice here which is contribute 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 add to Chrome click ADD extension and your extension will be added alright it’s done and now it is contributing 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 ensure to sign.
into the exact same Gmail that you have added the uh you know streak to now it will ask you for your access and we’re gon na just scroll down and click enable after including this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting recently viewed all tracked emails and upgraded reply and after that we have this brand-new choice 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 is like our brand-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 working with so this is where we’ll go produce a new pipeline let’s actually do that you will click on brand-new pipeline here and we have various alternatives first off we have the stages so this is where you will select these stages for your pipeline and you can really we have a lead called pitched demo negotiating close phone closed uh you understand then we have nurturing fine then we have Fields so in fields we have a date of last email last email from lead Source top priority industry offer size company size close rate e-mail thread count days and state and notes so if you wish to include another stage you will click this Plus at the top and you will offer your stage a name let’s say that you in fact wanted to create another um you understand stage here for instance let’s state I didn’t have no strings so I can create right here.
and you can offer it your color so we can in fact pick various colors for each of the stages but I believe all of these are actually already produced so this is in fact pretty outstanding what I will do is I will really get rid of this one and if you seem like there is um I believe pitched and demonstration are sort of like the same thing we simply choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is really 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 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 complimentary kind a date check box drop down General email email tracking task 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 opt for this one here this is the field that was really missing out on and I’ll in fact rearrange and put the notes here okay e-mail thread count close date fine business’s size deal size and Business size fine let’s eliminate the company size and I’m gon na actually find something else within the general where we have actually created by date produced followers and more so I in fact wish to go for the created.
by or possibly the fans since I wish to keep track of my staff member that are in fact following this so I will you know put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a lot of options available within streak is actually one of the simplest and one of the most uh you understand versatile out there it’s really easy to use with templates we have tasks too within my job once again if I didn’t want to choose these sales if I finished with jobs then I can opt for the job stages right here and again the fields the procedure is going to be comparable you will pick these phases from here on this plus button here and you can likewise provide it various different colors we likewise have company Dev here you can see then we have hiring so if you do working with then this is going to be your phases job search investor fundraising others realty assistance and custom So within our assistance you can see we have inbound assigned working on resolved and sound this is really respectable and we also have custom where I can in fact start something from the scratch completely according to my company for me we merely have the sales so I’m gon na go with the sales here and click on develop personal or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click on develop now it will simply take a second for a street to produce a pipeline for me so you can see this really looks pretty good now I will be able to add my Lead Series so you can in fact click this fall and we have manage stage or rename so as I proceed as I include various 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 add a box so click on ADD box here and I’m going to include a box in the lead area here and let’s simply call it brand-new and click on enter so now you can see we have actually one lead developed let’s say that there is actually closed one so I’m going to add 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 2 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 by doing this now you can see we have 2 leads then let’s say there was a contacted as well there’s one working out so I’ll just merely click new now once you create a lead we can in fact click here and it will now open up the various fields that we added so this is a new Elite that I developed and we have all of these different columns we have the fields that we produced remember and then we have invite teammates so from here I can welcome the staff member we have add columns we have emails files and comments you can change to the e-mails and it will reveal you the e-mails that you got in files we can even upload files and after that we have the comments 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 produce a lead within your as soon as you’re done with this you can in fact click go into 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 2 leads one contacted 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 carry out bulk actions such as deleting and sharing as well uh one more thing with srix on top you will be able to see we have private choice we have these 3 dots where we can find these phases Combinations and automation this is one of the crucial ones click here and you’ll be able to in fact integrate um other apps within yourr transfer data for notices for automations custom develops and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely quickly and create our CSV files similarly now I can change to my different folders that we have here and I can create a brand-new pipeline we can change to our easy 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 produced we will even have our combine emails now with our so this is the combine email and with combine e-mail what occurs is I can in fact produce a follow-up emails and various storage emails here and we have active instructs so using is really easy you can get going totally free by just including the combination and now you understand how to utilize as a total beginner do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me supply some context about my profession and how it relates to. As an independent reporter, I have actually worked with various clients, managed numerous jobs simultaneously, and maintained a substantial network of contacts. Juggling these responsibilities can be frustrating, and I acknowledged the need for a central system to simplify my operations.
In my mission for an option, I checked out different platforms however found them to be either too complicated or too pricey 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 flawlessly integrates with Gmail, making it perfect for freelance journalists who greatly rely on email communication. Here are some essential benefits of using for your freelance journalism working with process:.
Intuitive Email Tracking and Company:.
allows you to track and organize your emails effortlessly, providing you a clear summary of your interactions with clients, leads, and collaborators.
You can create adjustable pipelines directly within your inbox, making it simple to keep track of the progress and handle of your tasks and jobs.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to imagine and manage your sales process from lead generation to task conclusion.
You can categorize contacts, create customized stages, set suggestions, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Collaboration and Teamwork:.
helps with partnership by permitting you to share pipelines and communicate with team members within the platform.
You can appoint tasks, share important e-mails, and collaborate in real-time, enhancing performance and making sure everybody stays on the same page.
‘s versatile workflow system enables you to customize your pipelines and automate repeated jobs.
You can create design templates for common e-mail actions, schedule follow-ups, and set up reminders, conserving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, provides benefits in regards to coding and software advancement. Here’s how:.
supplies a robust API and substantial developer paperwork, making it simple to integrate with other tools and build custom options.
This flexibility enables independent reporters with coding skills to extend the performance of and customize it to their specific needs.
Task Management for Software Application Development:.
‘s pipeline feature can be adjusted to manage software development tasks, from ideation to implementation.
You can create custom phases for different advancement stages, appoint tasks to team members, and track development effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive user interface and user friendly features, reducing the learning curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collaborative functions that boost team effort and communication.
Developer-friendly API for integration and modification.
Cost-efficient service for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation functions.
Reliance on Gmail for complete performance, restricting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
uses a more cost effective option, particularly for freelancers and small businesses.
HubSpot has a totally free variation, however advanced features need a higher-tier paid membership.
Functions and Complexity:.
offers a more comprehensive suite of features, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, using a structured experience.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is useful for users heavily reliant on email communication.
As an independent reporter, handling your hiring procedure and client relationships is paramount to your success. deals a instinctive and budget-friendly service that seamlessly integrates with Gmail, allowing you to streamline your operations and focus on your craft. While it might not have the innovative features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a material, writer, or editor developer, can empower you to take control of your freelance journalism career by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.