As a skilled freelance reporter, I understand the obstacles of handling projects, tracking leads, and supporting customer relationships. In this short article, I will dive into the advantages of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for beginners hey people welcome back in this video I will be showing you how to use Streak Crm Portal for your consumer relations cooperation communication and far more so let’s enter into it firstly 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 add to our easy Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is actually amazing and I’ll show you how to do that as a total novice it will assist you customize a best process for your team and you will be able to get your work done now let’s in fact enter the process now is readily available 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 select 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 included 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 certain to sign.
into the exact same Gmail that you have included the uh you understand streak to now it will ask you for your access and we’re gon na simply scroll down and click on permit after adding this is what your Gmail will appear like now you can see here in our basic you know folders we are getting recently seen all tracked emails and updated reply and then 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 resembles our brand-new control panel for here I’ll have the ability to create a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go develop a brand-new pipeline let’s actually do that you will click brand-new pipeline here and we have different choices firstly we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have actually a lead called pitched demonstration negotiating close phone closed uh you understand then we have nurturing fine then we have Fields so in fields we have a date of last email last email from lead Source concern industry deal size company size close rate e-mail thread count days and state and keeps in mind so if you wish to add another stage you will click on this Plus at the top and you will provide your stage a name let’s state that you actually wanted to produce another um you know phase here for example let’s state I didn’t have no strings so I can develop right here.
and you can offer it your color so we can really pick different colors for each of the stages but I think all of these are really already developed so this is in fact pretty remarkable what I will do is I will actually get rid of this one and if you seem like there is um I think pitched and demo are kind of like the same thing we simply choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s get rid of the demonstration here and then 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 various fields that you want so you will click this plus here and we have free form a date check box fall General e-mail e-mail 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 choose this one here this is the field that was actually missing out on and I’ll really reorganize and put the notes here okay email thread count close date alright business’s size deal size and Company size fine let’s eliminate the company size and I’m gon na really find something else within the general where we have actually produced by date developed fans and more so I in fact want to opt for the created.
by or perhaps the fans due to the fact that I wish to monitor my team members that are actually following this so I will you understand 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 lot of options offered within streak is actually one of the easiest and one of the most uh you understand flexible out there it’s extremely easy to use with templates we have projects too within my job again if I didn’t want to go for these sales if I made with projects then I can choose the job phases right here and once again the fields the process is going to be comparable you will choose these phases from here on this plus button here and you can also provide it different different colors we likewise have company 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 support and custom-made So within our support you can see we have inbound appointed dealing with dealt with and sound this is actually respectable and we also have customized where I can actually start something from the scratch completely according to my company for me we merely have the sales so I’m gon na go with 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 create now it will simply take a 2nd for a street to create a pipeline for me so you can see this really looks respectable now I will have the ability to include my Lead Series so you can actually click on this fall and we have manage stage or rename so as I continue as I include various leads here what I I will do is I’ll just simply click and I’ll have the ability to include 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 go into so now you can see we have actually one lead developed 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 new I’m going to add another lead let’s call it brand-new 2 we can actually open this up in a brand-new tab from here too however I’m just for now I’m just gon na work by doing this now you can see we have two leads then let’s state there was a gotten in touch with too there’s one working out so I’ll just merely click new now when you create a lead we can actually click here and it will now open up the different fields that we added so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we developed keep in mind and after that we have invite teammates so from here I can welcome the employee we have include columns we have emails files and remarks you can switch to the e-mails and it will reveal you the emails 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 conference notes and we even have our.
accessories so this is how you produce a lead within your as soon as you’re done with this you can really click enter 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 two leads one contacted 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 too uh one more thing with srix on top you will have the ability to see we have personal alternative we have these 3 dots where we can discover these phases Combinations and automation this is among the essential ones click on this link and you’ll be able to actually integrate um other apps within yourr transfer information for notices for automations custom constructs and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely easily and develop our CSV files likewise now I can switch to my various folders that we have here and I can create a brand-new pipeline we can switch to our simple Gmail very quickly from here and it will likewise show me the emails that I will be receiving for my pipelines that I have produced we will even have our combine emails now with our so this is the combine email and with merge e-mail what occurs is I can in fact create a follow-up e-mails and various storage emails here and we have active advises so utilizing is really easy you can begin for free by simply adding the combination and now you understand how to use as a total novice don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me supply some context about my career and how it associates with. As a freelance reporter, I’ve worked with various customers, handled multiple jobs concurrently, and preserved an extensive network of contacts. Juggling these duties can be frustrating, and I recognized the requirement for a centralized system to improve my operations.
In my quest for an option, I checked out different platforms however discovered them to be either too complex or too expensive 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 independent journalists who greatly depend on email communication. Here are some crucial benefits of using for your freelance journalism hiring procedure:.
User-friendly Email Tracking and Organization:.
permits you to track and arrange your emails easily, giving you a clear summary of your communications with customers, leads, and collaborators.
You can develop personalized pipelines directly within your inbox, making it easy to keep an eye on the progress and handle of your jobs and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and handle your sales procedure from lead generation to job completion.
You can categorize contacts, create custom-made stages, set suggestions, and track interactions, making sure that no chance slips through the fractures.
Seamless Partnership and Teamwork:.
facilitates partnership by enabling you to share pipelines and interact with team members within the platform.
You can designate jobs, share important e-mails, and collaborate in real-time, boosting efficiency and ensuring everybody stays on the same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repeated tasks.
You can produce design templates for common email responses, schedule follow-ups, and set up suggestions, conserving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, offers benefits in regards to coding and software development. Here’s how:.
supplies a robust API and substantial designer paperwork, making it simple to incorporate with other tools and develop custom options.
This flexibility allows independent reporters with coding skills to extend the functionality of and tailor it to their specific needs.
Project Management for Software Advancement:.
‘s pipeline feature can be adjusted to manage software development projects, from ideation to deployment.
You can develop customized stages for various advancement stages, assign jobs to employee, and track progress effectively.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and user friendly features, lessening the learning curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collaborative functions that enhance teamwork and interaction.
Developer-friendly API for integration and personalization.
Cost-efficient solution for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation functions.
Dependence on Gmail for complete performance, limiting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While deals considerable benefits for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
provides a more economical solution, particularly for freelancers and small companies.
HubSpot has a totally free version, however advanced functions require a higher-tier paid membership.
Functions and Complexity:.
provides a more comprehensive suite of functions, including sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, using a streamlined experience.
Both and integrate with different third-party tools.
‘s smooth integration with Gmail is advantageous for users heavily reliant on email interaction.
As a freelance reporter, managing your hiring procedure and client relationships is critical to your success. deals a user-friendly and inexpensive solution that perfectly incorporates with Gmail, allowing you to simplify your operations and focus on your craft. While it may not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
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.