As a seasoned freelance reporter, I understand the challenges of handling projects, tracking leads, and nurturing customer relationships. In this post, I will delve into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey guys welcome back in this video I will be showing you how to use Streak Crm For Ecommerce for your customer relations partnership communication and far more so let’s enter it to start with you require to go to streak.com and you will land on this site right here now is a kind of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is really remarkable and I’ll show you how to do that as a complete beginner it will help you customize an ideal procedure for your team and you will have the ability to get your work done now let’s really get into the procedure now is offered as an extension and it’s completely totally free so when you get to the site you’ll get this choice 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 add to Chrome click on ADD extension and your extension will be included fine 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 sign in ensure to sign.
into the very same Gmail that you have actually added the uh you understand streak to now it will ask you for your access and we’re gon na merely scroll down and click on permit after including this is what your Gmail will appear 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 Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this resembles our 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 working with so this is where we’ll go create a brand-new pipeline let’s actually do that you will click new pipeline here and we have various choices first off we have the stages so this is where you will choose these phases for your pipeline and you can actually we have a lead called pitched demonstration working out close phone closed uh you understand 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 priority industry offer size business size close rate e-mail thread count days and state and notes so if you want to include another phase you will click on this Plus at the top and you will give your stage a name let’s say that you in fact wished to produce another um you understand stage here for example let’s state I didn’t have no strings so I can develop right here.
and you can provide it your color so we can really pick various colors for each of the stages however I think all of these are actually currently created so this is really quite impressive what I will do is I will actually get rid of this one and if you seem like there is um I believe pitched and demonstration are type of like the same thing we simply choose 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 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 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 really missing and I’ll actually rearrange and put the notes here fine e-mail thread count close date fine company’s size offer size and Company size okay let’s eliminate the business size and I’m gon na in fact discover something else within the basic where we have developed by date produced followers and more so I really want to choose the created.
by or maybe the followers due to the fact that I wish to keep track of my employee that are really 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 great deal of alternatives available within streak is actually among the most convenient and one of the most uh you understand versatile out there it’s really easy to use with templates we have tasks too within my task again if I didn’t wish to choose these sales if I did with tasks then I can opt for the project phases right here and again the fields the procedure is going to be comparable you will pick these stages from here on this plus button here and you can likewise give it various different colors we likewise have service Dev here you can see then we have employing so if you do working with then this is going to be your stages job search financier fundraising others realty assistance and custom-made So within our assistance you can see we have incoming assigned working on dealt with and sound this is in fact 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 simply have the sales so I’m gon na choose the sales here and click create personal 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 just take a 2nd for a street to develop a pipeline for me so you can see this actually looks pretty good now I will have the ability to add my Lead Series so you can really click on this fall and we have manage phase or relabel so as I continue as I include various leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click 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 actually one lead created 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 include another lead let’s call it brand-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 by doing this now you can see we have two leads then let’s state there was a contacted too there’s one negotiating so I’ll just simply click on brand-new now once you develop a lead we can really click here and it will now open the different fields that we included so this is a new Elite that I created and we have all of these different columns we have the fields that we created remember and after that we have welcome colleagues so from here I can welcome the team members we have include columns we have e-mails files and comments you can change to the emails and it will reveal you the e-mails 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 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 actually click go into and it will be closed now it will show you something like this we have all of our data gathered 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 pick different leads from here the stages and we can perform bulk actions such as erasing and sharing too uh one more thing with srix on top you will be able to see we have private alternative we have these three dots where we can discover these stages Integrations and automation this is among the crucial ones click here and you’ll have the ability to in fact integrate um other apps within yourr transfer data for alerts for automations customized develops and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they very quickly and create our CSV files likewise now I can switch to my different folders that we have here and I can develop a brand-new pipeline we can change to our basic Gmail very quickly from here and it will also show me the e-mails that I will be receiving for my pipelines that I have created we will even have our combine e-mails now with our so this is the combine email and with combine e-mail what takes place is I can actually create a follow-up e-mails and different storage emails here and we have active instructs so utilizing is truly simple you can get going free of charge by just including the combination and now you know how to utilize as a total novice don’t.
My Journey as a Freelance Reporter:.
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’ve worked with many customers, handled multiple tasks at the same time, and maintained an extensive network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the need for a central system to simplify my operations.
In my quest for a solution, I checked out various platforms but found them to be either too complicated or too expensive for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly integrates with Gmail, making it perfect for self-employed journalists who greatly rely on e-mail interaction. Here are some essential advantages of using for your freelance journalism hiring procedure:.
User-friendly Email Tracking and Organization:.
permits you to track and arrange your emails effortlessly, giving you a clear overview of your communications with customers, leads, and partners.
You can produce customizable pipelines straight within your inbox, making it simple to handle and keep track of the development of your projects and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and manage your sales procedure from lead generation to task completion.
You can classify contacts, produce custom phases, set tips, and track interactions, guaranteeing that no chance slips through the fractures.
Smooth Collaboration and Teamwork:.
facilitates collaboration by enabling you to share pipelines and interact with staff member within the platform.
You can appoint jobs, share important emails, and work together in real-time, boosting performance and making sure everyone remains on the same page.
‘s versatile workflow system allows you to tailor your pipelines and automate repetitive tasks.
You can create design templates for typical e-mail reactions, schedule follow-ups, and established suggestions, conserving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, uses advantages in regards to coding and software development. Here’s how:.
offers a robust API and comprehensive designer documents, making it easy to integrate with other tools and construct custom-made solutions.
This flexibility permits self-employed journalists with coding skills to extend the performance of and customize it to their particular requirements.
Task Management for Software Development:.
‘s pipeline feature can be adjusted to handle software application advancement jobs, from ideation to implementation.
You can develop customized stages for different advancement phases, designate jobs to employee, and track progress efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and easy-to-use functions, minimizing the discovering curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collaborative features that improve teamwork and interaction.
Developer-friendly API for integration and personalization.
Affordable service for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation functions.
Dependence on Gmail for complete functionality, limiting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more inexpensive option, particularly for freelancers and small businesses.
HubSpot has a totally free version, but advanced features require a higher-tier paid membership.
Features and Complexity:.
offers a more detailed suite of features, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, offering a structured experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is useful for users heavily reliant on email interaction.
As a self-employed journalist, handling your hiring process and customer relationships is vital to your success. deals a budget friendly and intuitive solution that effortlessly integrates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it might not have the sophisticated features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re an editor, author, or content creator, can empower you to take control of your freelance journalism career by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.