As a skilled freelance reporter, I comprehend the challenges of handling tasks, tracking leads, and nurturing customer relationships. In this post, I will dig into the benefits of utilizing for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for newbies hey men welcome back in this video I will be showing you how to utilize Streak Crm Events for your client relations cooperation interaction and a lot more so let’s enter it to start with you need to go to streak.com and you will arrive on this site right here now is a type of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is truly incredible and I’ll reveal you how to do that as a total newbie it will help you customize a perfect procedure for your team and you will have the ability to get your work done now let’s actually get into the process now is offered as an extension and it’s totally free so as soon as you get to the website you’ll get this option here which is contribute 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 contribute 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 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 merely sign in make sure to sign.
into the very 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 allow after including this is what your Gmail will look like now you can see here in our basic you know folders we are getting recently viewed all tracked e-mails and upgraded reply and after that we have this new alternative which is the pipeline so if I click 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 produce a brand-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 brand-new pipeline let’s in fact do that you will click brand-new pipeline here and we have various options to start with we have the stages so this is where you will select these phases for your pipeline and you can in fact we have a lead contacted pitched demo working out close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last email last e-mail from lead Source concern industry offer size company size close rate email thread count days and state and keeps in mind so if you want to include another stage you will click on this Plus on top and you will give your stage a name let’s say that you in fact wished to produce another um you understand phase here for example let’s state I didn’t have no strings so I can produce right here.
and you can give it your color so we can actually pick different colors for each of the stages however I believe all of these are actually currently produced so this is actually quite excellent what I will do is I will actually eliminate this one and if you feel like there is um I believe pitched and demonstration are type of like the same thing we simply go with the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s eliminate 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 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 type a date check box fall General e-mail email tracking job calls and conferences 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 opt for this one here this is the field that was in fact missing and I’ll really rearrange and put the notes here alright e-mail thread count close date fine company’s size deal size and Company size fine let’s eliminate the business size and I’m gon na actually discover something else within the general where we have actually created by date produced fans and more so I actually want to choose the created.
by or maybe the fans due to the fact that I want to track my staff member that are really following this so I will you understand 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 options readily available within streak is in fact among 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 task again if I didn’t wish to go for these sales if I finished with projects then I can opt for the task 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 also provide it various different colors we likewise have business Dev here you can see then we have hiring so if you do employing then this is going to be your phases job search financier fundraising others realty support and custom So within our assistance you can see we have inbound appointed working on dealt with and sound this is actually pretty good and we likewise have customized where I can in fact start something from the scratch completely according to my company for me we just have the sales so I’m gon na opt for the sales here and click develop private or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click on produce now it will simply take a 2nd for a street to develop 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 really click this fall and we have handle stage or relabel so as I proceed as I include various leads here what I I will do is I’ll just simply 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 add a box in the lead area here and let’s simply call it brand-new and click on get in so now you can see we have actually one lead developed 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 new I’m going to add another lead let’s call it new 2 we can really open this up in a brand-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 as well there’s one negotiating so I’ll just simply click on brand-new now once you produce a lead we can actually click on this link and it will now open up the different fields that we included so this is a new Elite that I produced and we have all of these various columns we have the fields that we created keep in mind and after that we have welcome colleagues so from here I can invite the team members we have include columns we have emails files and remarks you can switch to the emails 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 meeting notes and we even have our.
attachments so this is how you produce a lead within your once you’re finished with this you can really click on 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 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 perform bulk actions such as deleting and sharing as well uh one more thing with srix at the top you will be able to see we have private alternative we have these 3 dots where we can discover these stages 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 data for alerts for automations custom develops and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they very easily and develop our CSV files likewise now I can change to my different folders that we have here and I can develop a new pipeline we can switch to our basic Gmail very quickly from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have actually created we will even have our combine e-mails now with our so this is the merge e-mail and with merge e-mail what happens is I can really produce a follow-up e-mails and different storage e-mails here and we have active instructs so utilizing is actually simple you can get started free of charge by simply including the integration and now you understand how to use as a complete beginner don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it connects to. As a self-employed journalist, I have actually dealt with various clients, handled several projects concurrently, and maintained a comprehensive network of contacts. Juggling these responsibilities can be frustrating, and I recognized the need for a central system to enhance my operations.
In my mission for a service, I checked out numerous platforms however found them to be either too pricey or too complicated for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly incorporates with Gmail, making it perfect for self-employed journalists who greatly depend on email interaction. Here are some essential benefits of using for your freelance journalism employing process:.
Instinctive Email Tracking and Company:.
enables you to track and arrange your emails effortlessly, providing you a clear introduction of your interactions with customers, leads, and partners.
You can develop adjustable pipelines directly within your inbox, making it simple to monitor the development and handle of your tasks and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and manage your sales process from lead generation to project conclusion.
You can classify contacts, develop custom-made stages, set pointers, and track interactions, making sure that no chance slips through the fractures.
Smooth Collaboration and Team Effort:.
assists in collaboration by enabling you to share pipelines and communicate with team members within the platform.
You can designate tasks, share essential emails, and collaborate in real-time, improving efficiency and guaranteeing everyone remains on the exact same page.
‘s versatile workflow system enables you to customize your pipelines and automate repeated tasks.
You can create design templates for typical email actions, schedule follow-ups, and set up tips, saving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in independent journalism, offers benefits in terms of coding and software application development. Here’s how:.
provides a robust API and extensive developer documentation, making it simple to incorporate with other tools and construct custom options.
This versatility enables independent reporters with coding abilities to extend the functionality of and tailor it to their particular needs.
Project Management for Software Development:.
‘s pipeline function can be adapted to manage software application advancement projects, from ideation to implementation.
You can develop custom phases for different development stages, designate jobs to staff member, and track development effectively.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and user friendly functions, minimizing the finding out curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collective features that enhance team effort and interaction.
Developer-friendly API for integration and customization.
Economical solution for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation functions.
Dependence on Gmail for complete performance, limiting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While deals significant benefits for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
offers a more cost effective option, specifically for freelancers and small companies.
HubSpot has a complimentary variation, however advanced features require a higher-tier paid membership.
Functions and Intricacy:.
supplies a more extensive suite of features, consisting of innovative marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Both and integrate with different third-party tools.
‘s smooth integration with Gmail is useful for users heavily reliant on email communication.
As a self-employed journalist, managing your hiring process and client relationships is paramount to your success. offers a intuitive and inexpensive 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 a perfect choice for freelance reporters.
Whether you’re a content, author, or editor creator, can empower you to take control of your freelance journalism career by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.