As a skilled freelance reporter, I understand the difficulties of handling projects, tracking leads, and nurturing customer relationships. In this article, I will dive into the benefits of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for beginners hey people invite back in this video I will be revealing you how to utilize Streak Crm Español for your client relations collaboration communication and much more so let’s enter it firstly you require to go to streak.com and you will arrive on this site right here now is a kind of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is really remarkable and I’ll show you how to do that as a total novice it will assist you tailor a perfect process for your team and you will be able to get your work done now let’s actually enter into the procedure now is readily available as an extension and it’s entirely complimentary so once you get to the website you’ll get this choice here which is add to Chrome and you’re.
going to pick 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 added 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 merely check in make sure to sign.
into the same Gmail that you have added the uh you know streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click permit after adding this is what your Gmail will look like now you can see here in our simple you understand folders we are getting just recently viewed all tracked e-mails and upgraded reply and then we have this new option which is the pipeline so if I click on 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 be able to develop a 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 in fact do that you will click on new pipeline here and we have various options first off we have the stages so this is where you will choose these phases for your pipeline and you can really we have a lead gotten in touch with pitched demonstration negotiating close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority market offer size business size close rate email thread count days and state and keeps in mind so if you want to add another stage you will click on this Plus on top and you will give your stage a name let’s state that you in fact wanted to produce another um you understand stage here for instance let’s say I didn’t have no strings so I can create right here.
and you can provide it your color so we can in fact choose various colors for each of the stages but I think all of these are really currently produced so this is in fact quite remarkable what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demonstration are type of like the exact same thing we simply go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s get rid of the demo here and after that we have working out with negotiating I can go with 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 this plus here and we have free kind a date check box fall General email email 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 in fact missing and I’ll actually reorganize and put the notes here all right e-mail thread count close date fine business’s size offer 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 actually produced by date created fans and more so I in fact want to go for the created.
by or maybe the fans due to the fact that I want to keep track of my team members that are in fact 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 alternatives offered within streak is really among the most convenient and one of the most uh you know versatile out there it’s really easy to use with design templates we have projects too within my project once again if I didn’t want to opt for these sales if I did with tasks then I can choose the project 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 also provide it different various colors we likewise have organization Dev here you can see then we have working with so if you do working with then this is going to be your stages task search investor fundraising others real estate support and custom-made So within our assistance you can see we have actually incoming assigned dealing with dealt with and noise this is actually pretty good and we likewise have customized where I can really start something from the scratch completely according to my service for me we merely have the sales so I’m gon na go with the sales here and click on produce personal or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click create now it will simply take a 2nd for a street to create a pipeline for me so you can see this in fact looks pretty good now I will have the ability to add my Lead Series so you can actually click this drop down and we have manage phase or relabel 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 include 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 brand-new and click enter so now you can see we have actually one lead developed let’s say that there is really 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 new two we can really open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work in this manner now you can see we have 2 leads then let’s say there was a gotten in touch with too there’s one working out so I’ll just merely click on new now as soon as you produce a lead we can actually click here and it will now open the different 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 developed keep in mind and after that we have invite colleagues so from here I can invite the employee we have include columns we have e-mails files and comments 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 after that we have the comments at the top here again we have the call log we have our conference notes and we even have our.
attachments so this is how you produce a lead within your when 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 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 various leads from here the stages and we can perform bulk actions such as deleting 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 stages Combinations and automation this is one of the essential ones click here and you’ll have the ability to really integrate um other apps within yourr transfer information for notifications 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 extremely quickly and produce our CSV files likewise now I can switch to my different folders that we have here and I can create a new pipeline we can switch to our easy Gmail really quickly from here and it will also reveal me the emails that I will be getting for my pipelines that I have created we will even have our merge emails now with our so this is the merge email and with combine e-mail what occurs is I can really develop a follow-up emails and different storage emails here and we have active advises so utilizing is truly easy you can start free of charge by just including the combination and now you know how to utilize as a total newbie don’t.
My Journey as a Freelance Journalist:.
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 have actually worked with numerous customers, handled numerous jobs concurrently, and maintained a substantial network of contacts. Juggling these obligations can be overwhelming, and I recognized the need for a central system to improve my operations.
In my quest for a service, I checked out numerous platforms but found them to be either too costly or too intricate for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly integrates with Gmail, making it ideal for self-employed journalists who greatly rely on e-mail interaction. Here are some key advantages of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Organization:.
allows you to track and organize your e-mails easily, giving you a clear overview of your interactions with customers, leads, and collaborators.
You can produce personalized pipelines directly within your inbox, making it easy to monitor the development and manage of your jobs and projects.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to envision and manage your sales procedure from lead generation to task conclusion.
You can classify contacts, create custom phases, set reminders, and track interactions, making sure that no opportunity slips through the cracks.
Seamless Collaboration and Team Effort:.
helps with partnership by permitting you to share pipelines and communicate with staff member within the platform.
You can designate jobs, share essential emails, and work together in real-time, boosting efficiency and guaranteeing everyone stays on the same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repetitive tasks.
You can create design templates for common e-mail actions, schedule follow-ups, and set up suggestions, conserving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in independent journalism, provides advantages in regards to coding and software development. Here’s how:.
offers a robust API and substantial developer documents, making it easy to integrate with other tools and develop custom solutions.
This flexibility permits independent reporters with coding skills to extend the performance of and tailor it to their specific requirements.
Project Management for Software Advancement:.
‘s pipeline feature can be adjusted to manage software development projects, from ideation to deployment.
You can develop custom stages for different development phases, designate tasks to team members, and track progress efficiently.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and easy-to-use functions, decreasing the learning curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collaborative features that enhance team effort and interaction.
Developer-friendly API for integration and customization.
Economical service for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation features.
Dependence on Gmail for full performance, restricting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more budget friendly option, particularly for freelancers and small businesses.
HubSpot has a totally free version, however advanced functions need a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more thorough suite of features, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, using a structured experience.
Both and integrate with numerous third-party tools.
‘s smooth combination with Gmail is useful 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 budget-friendly and intuitive solution that flawlessly integrates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a material, editor, or author developer, can empower you to take control of your freelance journalism career by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.