As a skilled freelance reporter, I understand the difficulties of handling jobs, tracking leads, and supporting customer relationships. In this post, I will delve into the advantages of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey men invite back in this video I will be showing you how to use Streak Crm User for your consumer relations partnership interaction and a lot more so let’s enter into it first of all you require to go to streak.com and you will land on this site right here now is a sort of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is actually remarkable and I’ll reveal you how to do that as a total novice it will assist you personalize a perfect process for your team and you will be able to get your work done now let’s really get into the procedure now is offered as an extension and it’s entirely complimentary so as soon as you get to the site you’ll get this alternative 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 add to Chrome click on ADD extension and your extension will be added all right 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 just sign in ensure 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 gain access to and we’re gon na just scroll down and click on allow after adding this is what your Gmail will look like now you can see here in our basic you understand folders we are getting just recently viewed all tracked emails and updated 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 combines so you can see this is like our brand-new dashboard 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 new pipeline let’s in fact do that you will click on brand-new pipeline here and we have different options firstly we have the stages so this is where you will pick these phases for your pipeline and you can actually we have actually a lead gotten in touch with pitched demo negotiating close phone closed uh you understand then we have supporting alright then we have Fields so in fields we have a date of last email last email from lead Source concern industry offer size company size close rate email thread count days and state and keeps in mind so if you wish to include another phase you will click this Plus on top and you will give your stage a name let’s say that you actually wanted to create another um you understand phase here for instance let’s say I didn’t have no strings so I can create right here.
and you can provide it your color so we can in fact choose different colors for each of the stages however I think all of these are in fact already produced so this is actually pretty excellent what I will do is I will really eliminate this one and if you feel like there is um I think pitched and demonstration are sort of like the very 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 get rid of the demo here and then we have negotiating with negotiating I can opt for 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 desire so you will click this plus here and we have complimentary 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 go with this one here this is the field that was actually missing and I’ll in fact reorganize and put the notes here fine e-mail thread count close date alright company’s size deal size and Company size all right let’s get rid of the business size and I’m gon na actually discover something else within the basic where we have actually produced by date produced fans and more so I actually wish to go for the developed.
by or perhaps the followers because I wish to track my staff member 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 great deal of alternatives available within streak is in fact among the most convenient and one of the most uh you understand flexible out there it’s really easy to use with templates we have tasks too within my project again if I didn’t want to go for these sales if I finished with tasks then I can choose the project stages right here and again the fields the procedure is going to be comparable you will choose these phases from here on this plus button here and you can likewise offer it different various colors we likewise have company Dev here you can see then we have hiring so if you do employing then this is going to be your phases job search investor fundraising others property support and customized So within our assistance you can see we have incoming assigned dealing with solved and noise this is actually pretty good and we likewise have custom-made where I can in fact start something from the scratch totally according to my service for me we simply have the sales so I’m gon na choose the sales here and click produce personal or.
shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click on create now it will simply take a second for a street to develop a pipeline for me so you can see this in fact looks respectable now I will have the ability to include my Lead Series so you can actually click this drop down and we have handle phase or rename so as I continue as I include different leads here what I I will do is I’ll just simply click and I’ll be able 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 just call it brand-new and click on enter so now you can see we have one lead created 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 new I’m going to add another lead let’s call it brand-new two we can in fact open this up in a brand-new tab from here too but 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 called too there’s one negotiating so I’ll just simply click on brand-new now once 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 developed and we have all of these different columns we have the fields that we produced keep in mind and after that we have invite teammates so from here I can welcome the employee we have include columns we have e-mails files and comments you can switch to the emails and it will show you the e-mails that you got in files we can even submit files and after that we have the remarks at the top here again we have the call log we have our conference notes and we even have our.
accessories so this is how you develop a lead within your when you’re made with this you can actually click on go into and it will be closed now it will reveal you something like this we have all of our information gathered 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 pick various leads from here the stages and we can carry out bulk actions such as erasing and sharing also uh another thing with srix at the top you will be able to see we have private option we have these three dots where we can find these phases Combinations and automation this is one of the essential ones click here and you’ll be able to actually incorporate um other apps within yourr transfer information for alerts for automations customized develops and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they very quickly and create our CSV files likewise now I can change to my various folders that we have here and I can develop a brand-new pipeline we can change to our simple Gmail really quickly from here and it will also show me the e-mails 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 e-mail and with combine e-mail what occurs is I can really create a follow-up e-mails and various storage e-mails here and we have active instructs so utilizing is truly easy you can begin totally free by simply including the integration and now you understand how to use as a total newbie do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me provide some context about my career and how it associates with. As a self-employed journalist, I have actually worked with numerous clients, managed numerous tasks simultaneously, and kept a comprehensive network of contacts. Balancing these obligations can be overwhelming, and I recognized the need for a centralized system to simplify my operations.
In my quest for a solution, I checked out numerous platforms however discovered them to be either too complex or too pricey for my freelance setup. That’s when I discovered, 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 ideal for self-employed journalists who heavily depend on e-mail interaction. Here are some essential benefits of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Organization:.
permits you to track and organize your emails effortlessly, offering you a clear overview of your communications with customers, leads, and collaborators.
You can create adjustable pipelines straight within your inbox, making it easy to keep an eye on the progress and manage of your jobs and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to envision and handle your sales procedure from list building to task completion.
You can classify contacts, develop custom-made phases, set reminders, and track interactions, guaranteeing that no opportunity slips through the cracks.
Seamless Partnership and Teamwork:.
facilitates partnership by permitting you to share pipelines and interact with employee within the platform.
You can designate jobs, share essential e-mails, and collaborate in real-time, enhancing performance and guaranteeing everybody remains on the very same page.
‘s versatile workflow system allows you to tailor your pipelines and automate recurring jobs.
You can produce design templates for common e-mail responses, schedule follow-ups, and established reminders, conserving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, uses advantages in regards to coding and software application advancement. Here’s how:.
offers a robust API and extensive designer paperwork, making it easy to integrate with other tools and develop custom-made services.
This flexibility allows independent journalists with coding abilities to extend the performance of and tailor it to their specific requirements.
Project Management for Software Advancement:.
‘s pipeline function can be adapted to handle software application development jobs, from ideation to deployment.
You can produce custom phases for various advancement phases, designate tasks to team members, and track development efficiently.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive user interface and easy-to-use features, decreasing the learning curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collective features that enhance team effort and interaction.
Developer-friendly API for combination and modification.
Economical option for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation functions.
Reliance on Gmail for full performance, limiting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
provides a more budget friendly option, especially for freelancers and small companies.
HubSpot has a complimentary version, however advanced functions require a higher-tier paid membership.
Functions and Intricacy:.
supplies a more comprehensive suite of features, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is useful for users heavily reliant on email communication.
As an independent journalist, handling your hiring process and client relationships is paramount to your success. offers a intuitive and budget-friendly service that effortlessly integrates with Gmail, enabling you to simplify your operations and focus on your craft. While it may not have the innovative 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 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 effect of Streak CRM in your freelance journalism undertakings.