As a skilled freelance reporter, I understand the obstacles of handling tasks, tracking leads, and supporting customer relationships. In this short article, I will delve into the advantages of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for novices hey men welcome back in this video I will be showing you how to utilize Streak Crm Form for your consumer relations cooperation communication and much more so let’s enter into it first of all you need to go to streak.com and you will land on this site right here now is a sort of CRM that we can add to our basic Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is actually incredible and I’ll reveal you how to do that as a complete newbie it will help you customize an ideal procedure for your group and you will have the ability to get your work done now let’s actually enter into the process now is offered as an extension and it’s completely totally free so when you get to the website you’ll get this alternative 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 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 just sign in ensure to sign.
into the 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 just scroll down and click allow after including this is what your Gmail will appear like now you can see here in our basic you know folders we are getting just recently seen all tracked emails and updated reply and after that we have this 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 is like our brand-new dashboard for here I’ll have the ability to develop a 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 really do that you will click on new pipeline here and we have different alternatives first off we have the stages so this is where you will select these stages for your pipeline and you can really we have a lead gotten in touch with pitched demonstration working out close phone closed uh you know then we have supporting all right then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern market deal size business size close rate email thread count days and state and keeps in mind so if you wish to add another phase you will click this Plus at the top and you will offer your phase a name let’s state that you in fact wanted to create another um you understand phase here for example let’s say I didn’t have no strings so I can create right here.
and you can offer it your color so we can in fact choose various colors for each of the stages however I think all of these are actually already produced so this is really pretty outstanding what I will do is I will actually eliminate this one and if you feel like there is um I believe pitched and demo are kind of like the same thing we just go with the pitch so what I’ll do is uh we have actually demo 2 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 choose 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 on this plus here and we have totally free form a date check box drop down General e-mail email tracking task calls and meetings 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 opt for this one here this is the field that was in fact missing out on and I’ll really reorganize and put the notes here alright email thread count close date fine business’s size deal size and Company size fine let’s get rid of the company size and I’m gon na actually discover something else within the basic where we have actually produced by date developed fans and more so I really wish to opt for the developed.
by or perhaps the followers due to the fact that I wish to keep track of my staff member that are really following this so I will you know put it right here now these are the a few of the fields that I desired for my pipeline now you can see there are a great deal of alternatives available within streak is really among the most convenient and among the most uh you know versatile out there it’s very easy to use with design templates we have jobs too within my project again if I didn’t want to choose these sales if I did with jobs then I can choose the job stages right here and again the fields the process is going to be similar 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 employing then this is going to be your stages job search investor fundraising others property support and custom So within our assistance you can see we have actually incoming designated dealing with dealt with and noise this is actually respectable and we likewise have customized where I can in fact start something from the scratch absolutely according to my company for me we just have the sales so I’m gon na choose the sales here and click produce private or.
shared so I will be sharing this with a staff member 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 actually looks respectable now I will have the ability to add my Lead Series so you can in fact click this drop down and we have manage stage or relabel so as I continue as I add various leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click the top here add a box so click on ADD box here and I’m going to include a box in the lead section here and let’s simply 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 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 brand-new tab from here too however I’m just for now I’m just gon na work this way now you can see we have 2 leads then let’s say there was a contacted too there’s one negotiating so I’ll just simply click new now when you create a lead we can really click on this link and it will now open the different fields that we added so this is a brand-new Elite that I developed and we have all of these different columns we have the fields that we developed keep in mind and then we have welcome teammates 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 then 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 once you’re made with this you can in fact click on enter 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 different leads from here the stages and we can perform bulk actions such as deleting and sharing as well uh another thing with srix at the top you will have the ability to see we have private option we have these three dots where we can discover these stages Integrations and automation this is among the important ones click on this link and you’ll be able to in fact integrate um other apps within yourr transfer data for alerts for automations custom constructs and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely quickly and create our CSV files similarly now I can change to my various folders that we have here and I can create a new pipeline we can switch to our simple Gmail extremely quickly from here and it will also show me the emails that I will be getting for my pipelines that I have created we will even have our merge e-mails now with our so this is the merge email and with combine e-mail what happens is I can actually create a follow-up e-mails and various storage emails here and we have active instructs so utilizing is really simple you can begin for free by just including the integration and now you understand 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 provide some context about my career and how it relates to. As an independent reporter, I have actually dealt with numerous clients, handled numerous jobs all at once, and preserved an extensive network of contacts. Balancing these responsibilities can be overwhelming, and I acknowledged the requirement for a central system to improve my operations.
In my mission for an option, I checked out numerous platforms but discovered them to be either too intricate or too costly for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly integrates with Gmail, making it perfect for self-employed reporters who heavily depend on e-mail interaction. Here are some crucial advantages of using for your freelance journalism employing process:.
Intuitive Email Tracking and Company:.
enables you to track and organize your emails effortlessly, offering you a clear introduction of your communications with clients, leads, and collaborators.
You can develop personalized pipelines directly within your inbox, making it easy to keep an eye on the progress and manage of your tasks and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and manage your sales process from lead generation to project conclusion.
You can categorize contacts, develop customized stages, set suggestions, and track interactions, guaranteeing that no opportunity slips through the cracks.
Seamless Collaboration and Team Effort:.
facilitates collaboration by allowing you to share pipelines and communicate with employee within the platform.
You can designate tasks, share essential e-mails, and team up in real-time, boosting efficiency and guaranteeing everybody remains on the exact same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repetitive tasks.
You can produce templates for common e-mail responses, schedule follow-ups, and set up pointers, conserving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, offers advantages in terms of coding and software advancement. Here’s how:.
supplies a robust API and extensive designer documents, making it simple to integrate with other tools and develop customized options.
This versatility enables freelance journalists with coding skills to extend the performance of and customize it to their specific requirements.
Job Management for Software Application Development:.
‘s pipeline feature can be adapted to manage software advancement jobs, from ideation to implementation.
You can develop custom-made phases for different advancement stages, designate jobs to team members, and track progress effectively.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly user interface and user friendly functions, lessening the discovering curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collective functions that enhance team effort and interaction.
Developer-friendly API for combination and customization.
Cost-effective service for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for full performance, limiting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While deals considerable benefits for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more affordable service, especially for freelancers and small businesses.
HubSpot has a totally free version, but advanced functions need a higher-tier paid membership.
Functions and Complexity:.
offers a more extensive suite of features, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Both and incorporate with various third-party tools.
‘s seamless integration with Gmail is helpful for users heavily reliant on email communication.
As a freelance reporter, handling your hiring procedure and customer relationships is critical to your success. offers a affordable and intuitive option that perfectly incorporates with Gmail, allowing you to simplify your operations and focus on your craft. While it might not have the advanced functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a author, content, or editor developer, 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 undertakings.