As a skilled freelance reporter, I comprehend the difficulties of managing 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 provide a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey men welcome back in this video I will be revealing you how to utilize Streak Crm 2019 for your consumer relations collaboration interaction and much more so let’s get into it first of all you require to go to streak.com and you will arrive at this site right here now is a kind of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is truly remarkable and I’ll reveal you how to do that as a total novice it will assist you customize a best procedure for your team and you will have the ability to get your work done now let’s actually enter the process now is readily available as an extension and it’s totally totally free so once you get to the website you’ll get this option 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 on add to Chrome click ADD extension and your extension will be included alright 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 simply check in ensure 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 just scroll down and click on allow 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 after that we have this brand-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 brand-new dashboard for here I’ll be able to create a brand-new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go create a brand-new pipeline let’s actually do that you will click on brand-new pipeline here and we have different choices firstly we have the stages so this is where you will pick these stages for your pipeline and you can actually we have a lead called pitched demonstration negotiating close phone closed uh you know then we have supporting alright then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority industry offer size company size close rate e-mail thread count days and state and keeps in mind so if you want to include another phase you will click this Plus at the top and you will give your phase a name let’s say that you actually wanted to create another um you know phase here for example let’s state I didn’t have no strings so I can create right here.
and you can give it your color so we can in fact pick different colors for each of the stages but I think all of these are really currently created so this is in fact pretty remarkable what I will do is I will really eliminate this one and if you feel like there is um I think pitched and demo are sort of like the 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 actually let’s eliminate the demonstration here and after that 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 different fields that you want so you will click on this plus here and we have free kind a date check box drop down General e-mail e-mail tracking job calls and meetings so I don’t see anything for the course and conferences 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 out on and I’ll really reorganize and put the notes here okay e-mail thread count close date all right business’s size deal size and Business size okay let’s get rid of the business size and I’m gon na really discover something else within the general where we have produced by date created fans and more so I actually wish to choose the produced.
by or maybe the fans since I wish to monitor my team members 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 alternatives offered within streak is in fact one of the most convenient and among the most uh you understand versatile out there it’s very easy to use with templates we have jobs too within my task again if I didn’t want to go for these sales if I did with jobs then I can choose the job phases right here and once again the fields the process is going to be similar you will choose these phases from here on this plus button here and you can likewise give it different various 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 job search investor fundraising others real estate support and custom-made So within our assistance you can see we have inbound designated working on resolved and sound this is really pretty good and we also have customized where I can in fact start something from the scratch absolutely according to my organization for me we simply have the sales so I’m gon na choose the sales here and click create private or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click on develop now it will just take a 2nd for a street to produce a pipeline for me so you can see this actually looks pretty good now I will have the ability to include my Lead Series so you can actually click on this drop down and we have handle stage or relabel so as I proceed as I add different leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click the top here add 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 brand-new and click on get in 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 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 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 say there was a contacted too there’s one working out so I’ll just simply click brand-new now once you produce a lead we can really 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 various columns we have the fields that we developed remember and then we have invite colleagues so from here I can invite the staff member we have add columns we have emails files and comments you can switch to the e-mails and it will show you the emails that you got in files we can even publish 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.
accessories so this is how you develop a lead within your when you’re finished 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 carry out bulk actions such as erasing and sharing as well uh another thing with srix on top you will be able to see we have private option we have these 3 dots where we can find these phases Integrations and automation this is one of the essential ones click here and you’ll have the ability to in fact incorporate um other apps within yourr transfer information for notices for automations custom builds and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they very quickly and develop our CSV files likewise now I can switch to my different folders that we have here and I can produce a new pipeline we can switch to our simple Gmail extremely easily from here and it will also show me the emails that I will be getting for my pipelines that I have developed we will even have our combine emails now with our so this is the merge e-mail and with merge email what happens is I can in fact develop a follow-up emails and various storage emails here and we have active advises so utilizing is truly simple you can start free of charge by simply including the integration and now you understand how to use as a total beginner do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me offer some context about my career and how it associates with. As an independent reporter, I’ve worked with numerous customers, handled several tasks concurrently, and preserved an extensive network of contacts. Juggling these obligations can be overwhelming, and I acknowledged the requirement for a centralized system to streamline my operations.
In my quest for a service, I explored various platforms however found them to be either too intricate or too expensive for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly incorporates with Gmail, making it perfect for freelance journalists who greatly rely on e-mail interaction. Here are some crucial advantages of using for your freelance journalism employing process:.
Instinctive Email Tracking and Organization:.
allows you to track and organize your e-mails easily, offering you a clear introduction of your interactions with clients, leads, and partners.
You can develop adjustable pipelines straight within your inbox, making it easy to keep an eye on the development and manage of your jobs and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to visualize and handle your sales process from list building to task conclusion.
You can categorize contacts, produce custom-made stages, set suggestions, and track interactions, ensuring that no opportunity slips through the fractures.
Seamless Partnership and Teamwork:.
facilitates cooperation by allowing you to share pipelines and interact with staff member within the platform.
You can designate jobs, share essential emails, and team up in real-time, enhancing performance and guaranteeing everyone remains on the exact same page.
‘s versatile workflow system enables you to tailor your pipelines and automate recurring jobs.
You can develop design templates for typical email actions, schedule follow-ups, and established suggestions, saving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, offers advantages in regards to coding and software advancement. Here’s how:.
offers a robust API and comprehensive developer documentation, making it simple to incorporate with other tools and develop custom solutions.
This versatility permits independent reporters with coding abilities to extend the functionality of and tailor it to their particular requirements.
Task Management for Software Development:.
‘s pipeline feature can be adapted to handle software application advancement jobs, from ideation to deployment.
You can create customized phases for different development stages, appoint tasks to team members, and track progress effectively.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and user friendly features, lessening the learning curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collective features that boost team effort and communication.
Developer-friendly API for combination and customization.
Cost-effective solution for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for full functionality, restricting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While offers substantial advantages for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
uses a more budget-friendly solution, particularly for freelancers and small companies.
HubSpot has a complimentary version, but advanced features require a higher-tier paid membership.
Features and Complexity:.
provides a more comprehensive suite of features, consisting of advanced marketing automation and analytics.
focuses on simpleness and ease of use, using a streamlined experience.
Both and integrate with various third-party tools.
‘s seamless integration with Gmail is useful for users heavily reliant on e-mail interaction.
As a self-employed reporter, handling your hiring process and client relationships is vital to your success. offers a instinctive and inexpensive option that effortlessly incorporates with Gmail, allowing you to improve your operations and concentrate on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a content, writer, or editor developer, can empower you to take control of your freelance journalism career by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.