As a skilled freelance reporter, I comprehend the obstacles of handling jobs, tracking leads, and nurturing customer relationships. In this article, I will delve into the advantages of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for beginners hey men invite back in this video I will be showing you how to use Streak Training On Crm for your customer relations cooperation communication and much more so let’s enter it first of all you require to go to streak.com and you will arrive at 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 actually turn our Gmail into a platform which is really remarkable and I’ll show you how to do that as a total novice it will help you tailor a best process for your group and you will have the ability to get your work done now let’s actually get into the procedure now is readily available as an extension and it’s completely complimentary so when 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 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 just check in make certain to sign.
into the very same Gmail that you have included the uh you know streak to now it will ask you for your access and we’re gon na merely scroll down and click on enable after including this is what your Gmail will look like now you can see here in our easy you know folders we are getting recently seen all tracked emails and updated reply and after that we have this new option 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 be able to create a new pipeline we have our sales orders sales once again we have our Sports and employing 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 select these stages for your pipeline and you can in fact we have a lead contacted pitched demo working out close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last e-mail last email from lead Source priority market offer size company size close rate email thread count days and state and keeps in mind so if you want to include another phase you will click this Plus at the top and you will provide your stage a name let’s say that you actually wished to create another um you know stage here for example let’s say 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 but I think all of these are actually already produced so this is actually pretty remarkable what I will do is I will in fact eliminate this one and if you seem like there is um I believe pitched and demo are type of like the same thing we simply go with the pitch so what I’ll do is uh we have demo two what I’ll do is actually 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 type a date check box fall General email 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 choose this one here this is the field that was in fact missing and I’ll in fact rearrange and put the notes here fine e-mail thread count close date fine business’s size offer size and Business size alright let’s eliminate the company size and I’m gon na really discover something else within the basic where we have developed by date produced followers and more so I really want to choose the developed.
by or perhaps the followers because I want to monitor 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 desired for my pipeline now you can see there are a great deal of options available within streak is actually one of the most convenient and one of the most uh you understand flexible out there it’s really easy to use with design templates we have tasks too within my task once again if I didn’t want to opt for these sales if I did with projects then I can go with the project stages right here and once again the fields the process is going to be similar you will select these phases from here on this plus button here and you can likewise provide it different various colors we likewise have business Dev here you can see then we have working with so if you do hiring then this is going to be your stages job search financier fundraising others realty assistance and custom-made So within our support you can see we have incoming appointed dealing with resolved and noise this is in fact respectable and we likewise have custom-made where I can really start something from the scratch totally according to my business for me we simply have the sales so I’m gon na opt for the sales here and click on produce personal or.
shared so I will be sharing this with a staff member so I’m going to opt for the shared one here and click 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 pretty good now I will have the ability to include my Lead Series so you can in fact click this fall and we have handle phase or rename so as I proceed as I include different leads here what I I will do is I’ll just merely click and I’ll be able to add it click on the top here add a box so click on ADD box here and I’m going to add a box in the lead section here and let’s just call it new and click get in 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 new two we can actually open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work by doing this now you can see we have 2 leads then let’s state there was a gotten in touch with also there’s one working out so I’ll just merely click brand-new now when you develop a lead we can in fact click on this link and it will now open up the different fields that we included so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we created keep in mind and then we have welcome colleagues so from here I can welcome the team members we have add columns we have e-mails 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 after that we have the remarks at the top here once again we have the call log we have our conference notes and we even have our.
attachments so this is how you produce a lead within your as soon as you’re done 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 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 different leads from here the stages and we can perform 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 3 dots where we can find these phases Combinations and automation this is among the important ones click on this link and you’ll have the ability to in fact incorporate um other apps within yourr transfer data for alerts for automations custom builds and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they very easily and produce our CSV files likewise now I can change to my different folders that we have here and I can produce a brand-new pipeline we can switch to our basic Gmail very quickly from here and it will likewise reveal 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 merge email what happens is I can in fact produce a follow-up e-mails and different storage e-mails here and we have active instructs so utilizing is truly easy you can begin totally free by just adding the combination and now you know how to utilize as a complete newbie don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me provide some context about my career and how it relates to. As a self-employed journalist, I’ve dealt with many customers, managed numerous tasks at the same time, and preserved a comprehensive network of contacts. Balancing these responsibilities can be overwhelming, and I recognized the requirement for a centralized system to simplify my operations.
In my mission for an option, I checked out different platforms but found them to be either too pricey or too complex for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly incorporates with Gmail, making it ideal for self-employed reporters who greatly rely on e-mail communication. Here are some key advantages of using for your freelance journalism working with process:.
Intuitive Email Tracking and Company:.
enables you to track and organize your emails easily, giving you a clear summary of your communications with clients, leads, and partners.
You can produce customizable pipelines directly within your inbox, making it easy to monitor the progress and manage of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and manage your sales procedure from lead generation to task completion.
You can categorize contacts, create customized stages, set suggestions, and track interactions, guaranteeing that no chance slips through the fractures.
Seamless Collaboration and Teamwork:.
assists in cooperation by enabling you to share pipelines and interact with employee within the platform.
You can appoint tasks, share important emails, and team up in real-time, improving productivity and guaranteeing everyone 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 typical e-mail actions, schedule follow-ups, and set up suggestions, conserving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in independent journalism, offers advantages in regards to coding and software advancement. Here’s how:.
supplies a robust API and extensive developer paperwork, making it easy to integrate with other tools and construct custom-made solutions.
This versatility enables self-employed journalists with coding skills to extend the functionality of and customize it to their particular needs.
Job Management for Software Advancement:.
‘s pipeline function can be adjusted to handle software advancement tasks, from ideation to deployment.
You can develop custom phases for various development stages, appoint tasks to staff member, and track development efficiently.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and user friendly functions, decreasing the learning curve.
Personalized pipelines and workflows to adjust to private requirements.
Collaborative features that boost team effort and interaction.
Developer-friendly API for combination and modification.
Economical option for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for full performance, limiting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more budget friendly option, specifically for freelancers and small companies.
HubSpot has a complimentary variation, however advanced functions require a higher-tier paid subscription.
Functions and Complexity:.
offers a more comprehensive suite of features, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, offering a structured experience.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is helpful for users greatly reliant on email communication.
As a self-employed reporter, managing your hiring procedure and customer relationships is paramount to your success. deals a economical and instinctive service that perfectly integrates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it may not have the sophisticated 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 writer, editor, or material creator, can empower you to take control of your freelance journalism profession by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.