As a skilled freelance reporter, I comprehend the obstacles of managing tasks, tracking leads, and nurturing client relationships. In this article, I will delve into the benefits 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 beginners hey guys invite back in this video I will be showing you how to use Streak Crm Example for your customer relations collaboration interaction and much more so let’s enter into it first of all you require to go to streak.com and you will arrive 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 really turn our Gmail into a platform which is really incredible and I’ll reveal you how to do that as a total newbie it will assist you customize a perfect procedure for your team and you will be able to get your work done now let’s actually get into the process now is readily available as an extension and it’s completely totally free so once you get to the website you’ll get this alternative here which is contribute to Chrome and you’re.
going to select 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 on ADD extension and your extension will be included all right it’s done and now it is contributing 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 exact 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 permit after including this is what your Gmail will look like now you can see here in our easy you understand folders we are getting recently seen all tracked emails and updated reply and after that we have this brand-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 combines 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 working with so this is where we’ll go produce a brand-new pipeline let’s really do that you will click on new pipeline here and we have different options firstly we have the stages so this is where you will pick these stages for your pipeline and you can actually we have actually a lead contacted pitched demo working out close phone closed uh you know then we have nurturing all right then we have Fields so in fields we have a date of last email last email from lead Source top priority industry deal size company size close rate e-mail thread count days and state and notes so if you want to include another stage you will click this Plus at the top and you will give your stage a name let’s say that you actually wished to develop another um you know stage here for instance 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 produced so this is in fact quite remarkable what I will do is I will actually eliminate this one and if you seem like there is um I believe pitched and demonstration are sort of like the very same thing we simply opt for 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 demonstration here and after that we have working out with negotiating I can choose 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 want so you will click on this plus here and we have free form a date check box fall General email email tracking task calls and conferences so I don’t 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 choose this one here this is the field that was actually missing out on and I’ll in fact rearrange and put the notes here fine e-mail thread count close date all right business’s size offer size and Company size fine let’s eliminate the company size and I’m gon na in fact find something else within the general where we have created by date developed fans and more so I actually want to opt for the developed.
by or perhaps the followers since I want to keep track of my employee that are actually 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 lot of choices offered within streak is in fact one of the easiest and among the most uh you know versatile out there it’s extremely easy to use with design templates we have projects too within my job once again if I didn’t want to opt for these sales if I finished with tasks then I can choose the task phases right here and once again the fields the procedure is going to be similar you will pick these stages from here on this plus button here and you can also provide it various various colors we likewise have service Dev here you can see then we have employing so if you do hiring then this is going to be your phases job search financier fundraising others real estate assistance and custom So within our support you can see we have incoming designated working on fixed and sound this is actually respectable and we likewise have customized where I can in fact start something from the scratch completely according to my service for me we just have the sales so I’m gon na go with the sales here and click create personal 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 second for a street to create a pipeline for me so you can see this really looks respectable now I will be able to include my Lead Series so you can really click this fall and we have manage 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 the top here include a box so click ADD box here and I’m going to include a box in the lead area here and let’s simply call it new and click on enter so now you can see we have one lead produced let’s state that there is really closed one so I’m going to include one here let’s just for now let’s call it brand-new I’m going to include another lead let’s call it new 2 we can in fact open this up in a new tab from here too but I’m just for now I’m simply gon na work by doing this now you can see we have two leads then let’s state there was a contacted also there’s one negotiating so I’ll just simply click on brand-new now when you produce a lead we can really click on this link and it will now open up the various fields that we included so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we produced remember and then we have welcome teammates so from here I can invite the staff member we have include columns we have emails files and comments you can change to the e-mails and it will show you the e-mails that you got in files we can even upload files and after that we have the remarks at the top here again we have the call log we have our meeting notes and we even have our.
accessories so this is how you create a lead within your as soon as you’re made with this you can in fact 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 different leads from here the stages and we can perform bulk actions such as erasing and sharing also uh another thing with srix on top you will have the ability to see we have personal choice we have these three 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 integrate um other apps within yourr transfer information for notices for automations custom-made builds and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and produce 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 basic Gmail very quickly from here and it will likewise show me the emails that I will be getting for my pipelines that I have produced we will even have our combine emails now with our so this is the combine e-mail and with combine email what happens is I can actually develop a follow-up emails and different storage e-mails here and we have active instructs so using is actually simple you can get going free of charge by just adding the integration and now you understand how to use as a complete newbie do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me supply some context about my profession and how it associates with. As an independent reporter, I have actually dealt with numerous customers, handled multiple jobs at the same time, and maintained a comprehensive network of contacts. Balancing these duties can be overwhelming, and I recognized the requirement for a central system to improve my operations.
In my quest for a service, I explored different platforms but found them to be either too costly or too intricate 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 seamlessly incorporates with Gmail, making it ideal for freelance journalists who greatly depend on email interaction. Here are some key advantages of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Company:.
allows you to track and organize your e-mails effortlessly, giving you a clear summary of your communications with clients, leads, and partners.
You can produce personalized pipelines directly within your inbox, making it easy to keep track of the development and manage of your jobs and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to envision and manage your sales procedure from list building to job conclusion.
You can classify contacts, develop custom-made stages, set pointers, and track interactions, guaranteeing that no opportunity slips through the fractures.
Seamless Partnership and Team Effort:.
assists in collaboration by permitting you to share pipelines and interact with staff member within the platform.
You can assign jobs, share crucial emails, and team up in real-time, enhancing productivity and ensuring everybody stays on the very same page.
‘s versatile workflow system allows you to tailor your pipelines and automate repetitive jobs.
You can develop templates for typical email responses, schedule follow-ups, and set up tips, saving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, provides advantages in terms of coding and software application development. Here’s how:.
supplies a robust API and substantial designer documents, making it easy to incorporate with other tools and build custom options.
This flexibility permits self-employed reporters with coding skills to extend the functionality of and tailor it to their particular requirements.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to handle software development jobs, from ideation to deployment.
You can create custom stages for different development phases, designate jobs to team members, and track development efficiently.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and easy-to-use features, minimizing the finding out curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collective features that improve team effort and communication.
Developer-friendly API for combination and customization.
Economical option for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for full functionality, restricting compatibility with other email providers.
Contrast with HubSpot CRM:.
While deals substantial benefits for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more budget-friendly solution, especially for freelancers and small companies.
HubSpot has a totally free variation, however advanced features require a higher-tier paid subscription.
Features and Intricacy:.
provides a more thorough suite of functions, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is beneficial for users greatly reliant on email communication.
As a freelance reporter, handling your hiring process and client relationships is vital to your success. offers a inexpensive and intuitive solution that effortlessly incorporates with Gmail, enabling you to improve your operations and focus on your craft. While it might not have the sophisticated functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a content, editor, or author developer, can empower you to take control of your freelance journalism profession by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.