As a seasoned freelance reporter, I comprehend the obstacles of handling jobs, tracking leads, and supporting client relationships. In this post, I will dig into the advantages of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for newbies hey men invite back in this video I will be showing you how to utilize Streak Crm Best Practices for your client relations partnership communication 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 kind of CRM that we can add to our basic Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is actually incredible and I’ll reveal you how to do that as a total beginner it will assist you tailor a best procedure for your team and you will have the ability to get your work done now let’s in fact enter the procedure now is available as an extension and it’s totally complimentary so when you get to the site you’ll get this choice 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 on 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 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 make sure to sign.
into the very same Gmail that you have actually added the uh you know streak to now it will ask you for your access and we’re gon na simply scroll down and click on enable after including this is what your Gmail will appear like now you can see here in our simple you know folders we are getting recently viewed all tracked emails and upgraded reply and then 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 develop a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go develop a new pipeline let’s in fact do that you will click new pipeline here and we have various choices to start with we have the stages so this is where you will pick these phases for your pipeline and you can in fact we have a lead gotten in touch with pitched demo 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 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 on this Plus on top and you will offer your phase a name let’s say that you actually wanted to develop another um you know phase here for instance 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 really pick different colors for each of the stages but I think all of these are really already developed so this is really pretty outstanding what I will do is I will really eliminate this one and if you seem like there is um I think pitched and demo are type of like the same thing we just opt for 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 after that we have negotiating 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 desire so you will click on this plus here and we have free kind a date check box fall General e-mail e-mail tracking task calls and conferences 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 go with this one here this is the field that was actually missing out on and I’ll actually reorganize and put the notes here alright e-mail thread count close date all right company’s size deal size and Business size okay let’s get rid of the company size and I’m gon na in fact discover something else within the general where we have produced by date created followers and more so I in fact want to choose the produced.
by or maybe the followers due to the fact that I want to monitor my staff member that are in fact following this so I will you understand 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 readily available within streak is actually one of the simplest and one of the most uh you understand flexible out there it’s very easy to use with templates we have projects too within my job once again if I didn’t want to go for these sales if I finished with jobs then I can go with the project phases right here and again the fields the procedure is going to be similar you will choose these phases from here on this plus button here and you can likewise give it various various colors we also have business 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 support and custom So within our support you can see we have actually inbound designated dealing with resolved and noise this is actually pretty good and we likewise have custom-made where I can actually start something from the scratch completely according to my company for me we merely have the sales so I’m gon na opt for the sales here and click on develop 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 produce now it will simply take a second for a street to create a pipeline for me so you can see this actually looks pretty good now I will be able to add my Lead Series so you can in fact click this drop down and we have handle phase or relabel so as I proceed as I add different leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click on the top here add a box so click ADD box here and I’m going to include a box in the lead area here and let’s just call it brand-new and click get in so now you can see we have one lead developed 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 new I’m going to include another lead let’s call it new 2 we can actually open this up in a new tab from here too but I’m just for now I’m just gon na work this way now you can see we have two leads then let’s state there was a called also there’s one working out so I’ll just merely click on new now when you develop a lead we can actually click on this link and it will now open the various fields that we added so this is a brand-new Elite that I developed and we have all of these various columns we have the fields that we created keep in mind and after that we have invite colleagues so from here I can welcome the employee we have add columns we have e-mails files and remarks you can change to the emails and it will reveal you the emails that you got in files we can even publish 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 when you’re finished with this you can really click on go into 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 called 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 perform bulk actions such as erasing and sharing as well uh one more thing with srix on top you will have the ability to see we have personal choice we have these 3 dots where we can discover these phases Integrations and automation this is among the important ones click on this link and you’ll have the ability to actually incorporate um other apps within yourr transfer information for notifications for automations custom develops and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export information they very easily and develop our CSV files likewise now I can change to my various folders that we have here and I can produce a new pipeline we can switch to our basic Gmail extremely easily from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have actually 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 actually produce a follow-up emails and different storage emails here and we have active instructs so utilizing is really easy you can start totally free by just including the combination and now you understand how to use as a total novice do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me offer some context about my career and how it relates to. As a self-employed reporter, I have actually worked with many customers, managed multiple tasks all at once, and kept an extensive network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the need for a centralized system to enhance my operations.
In my quest for a service, I checked out various platforms but found them to be either too complex or too costly for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly integrates with Gmail, making it perfect for self-employed reporters who heavily count on email interaction. Here are some key benefits of using for your freelance journalism working with process:.
Instinctive Email Tracking and Organization:.
permits you to track and organize your e-mails effortlessly, providing you a clear overview of your interactions with customers, leads, and partners.
You can develop customizable pipelines directly within your inbox, making it easy to handle and keep track of the development of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to imagine and manage your sales procedure from list building to job completion.
You can categorize contacts, develop customized stages, set suggestions, and track interactions, ensuring that no opportunity slips through the cracks.
Smooth Cooperation and Teamwork:.
assists in collaboration by enabling you to share pipelines and communicate with staff member within the platform.
You can appoint tasks, share essential e-mails, and work together in real-time, enhancing performance and ensuring everyone remains on the exact same page.
‘s versatile workflow system allows you to personalize your pipelines and automate repeated tasks.
You can create templates for typical email reactions, schedule follow-ups, and set up tips, conserving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, provides benefits in terms of coding and software application advancement. Here’s how:.
provides a robust API and substantial developer documents, making it easy to incorporate with other tools and develop customized options.
This versatility allows freelance journalists with coding abilities to extend the functionality of and customize it to their specific requirements.
Job Management for Software Development:.
‘s pipeline function can be adjusted to handle software development tasks, from ideation to release.
You can develop customized stages for different development stages, assign jobs to team members, and track progress efficiently.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
Instinctive interface and easy-to-use functions, minimizing the discovering curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collaborative functions that boost team effort and communication.
Developer-friendly API for integration and personalization.
Cost-efficient solution for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation features.
Reliance on Gmail for full functionality, limiting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more cost effective option, especially for freelancers and small companies.
HubSpot has a complimentary variation, however advanced features need a higher-tier paid subscription.
Features and Intricacy:.
supplies a more extensive suite of functions, consisting of advanced marketing automation and analytics.
focuses on simpleness and ease of use, using a structured experience.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is beneficial for users greatly reliant on e-mail interaction.
As a freelance journalist, managing your hiring procedure and customer relationships is vital to your success. deals a inexpensive and intuitive solution that seamlessly incorporates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it might not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a writer, content, or editor developer, can empower you to take control of your freelance journalism profession by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.