As a skilled freelance reporter, I understand the difficulties of handling tasks, tracking leads, and supporting client relationships. In this article, I will dive into the benefits 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 guys welcome back in this video I will be revealing you how to use Streak Why Crm for your client relations collaboration communication and much more so let’s get into it first of all you require to go to streak.com and you will arrive at this website right here now is a type of CRM that we can add to our simple Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is truly remarkable and I’ll show you how to do that as a total novice it will help you personalize an ideal procedure for your team and you will have the ability to get your work done now let’s actually enter the procedure now is available as an extension and it’s totally 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 contribute to Chrome click ADD extension and your extension will be included fine it’s done and now it is contributing 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 simply check in ensure to sign.
into the very 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 merely scroll down and click allow after including this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting recently seen all tracked e-mails and updated reply and then we have this brand-new choice 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 is like 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 create a brand-new pipeline let’s actually do that you will click 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 a lead contacted pitched demo negotiating close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last email last email from lead Source priority industry offer size company size close rate e-mail thread count days and state and keeps in mind so if you wish to add another phase you will click this Plus on top and you will give your phase a name let’s state that you actually wished to create another um you know stage here for instance 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 various colors for each of the stages however I believe all of these are really already developed so this is actually pretty remarkable what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demonstration are kind of like the very same thing we simply choose the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s eliminate the demonstration here and after that we have negotiating with negotiating I can go with 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 this plus here and we have free type a date check box drop down General email email tracking job calls and meetings 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 opt for this one here this is the field that was in fact missing out on and I’ll actually rearrange and put the notes here okay email thread count close date alright business’s size deal size and Business size alright let’s eliminate the business size and I’m gon na in fact find something else within the basic where we have created by date created followers and more so I really wish to choose the developed.
by or perhaps the followers since I wish to keep an eye on my employee 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 lot of options offered within streak is really among the simplest and one of the most uh you understand versatile out there it’s really easy to use with templates we have projects too within my project again if I didn’t want to opt for these sales if I finished with tasks then I can opt for the job phases 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 provide it various various colors we likewise have business Dev here you can see then we have working with so if you do employing then this is going to be your phases job search financier fundraising others realty support and customized So within our assistance you can see we have inbound assigned working on fixed and sound this is in fact pretty good and we also have custom-made where I can actually start something from the scratch completely according to my organization for me we merely have the sales so I’m gon na go with the sales here and click develop 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 just take a second for a street to produce 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 in fact click on this fall and we have manage stage or relabel so as I proceed as I add 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 include a box so click ADD box here and I’m going to include a box in the lead section here and let’s just call it brand-new and click on enter so now you can see we have one lead produced let’s say that there is in fact closed one so I’m going to add 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 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 say there was a called also there’s one negotiating so I’ll just simply click on brand-new now once you develop a lead we can actually click on this link and it will now open the various 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 emails that you got in files we can even publish files and then we have the remarks at the top here once again we have the call log we have our meeting 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 enter and it will be closed now it will reveal you something like this we have all of our data gathered here and at the top we’re getting our account such as two leads one gotten in touch with and something like this and this is where you will be getting your list we can select various leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh another thing with srix on top you will be able to see we have private alternative we have these 3 dots where we can discover these phases Integrations and automation this is one of the important ones click here and you’ll be able to really integrate um other apps within yourr transfer data for notices for automations custom builds and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they extremely quickly and produce our CSV files similarly now I can change to my different folders that we have here and I can create a brand-new pipeline we can change to our basic Gmail really easily from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have actually created we will even have our merge emails now with our so this is the merge email and with merge e-mail what happens is I can actually develop a follow-up e-mails and different storage emails here and we have active advises so using is really simple you can start free of charge by simply including the combination and now you know how to use as a total newbie do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me provide some context about my profession and how it connects to. As a freelance journalist, I have actually dealt with numerous clients, handled several projects all at once, and preserved an extensive network of contacts. Balancing these duties can be frustrating, and I recognized the need for a central system to streamline my operations.
In my mission for a service, I explored different platforms however discovered them to be either too costly or too intricate for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly incorporates with Gmail, making it ideal for self-employed reporters who heavily count on email interaction. Here are some key advantages of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Organization:.
permits you to track and organize your e-mails effortlessly, giving you a clear summary of your communications with customers, leads, and partners.
You can develop adjustable pipelines straight within your inbox, making it easy to keep an eye on the progress and handle of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and handle your sales process from lead generation to project conclusion.
You can categorize contacts, develop custom-made stages, set tips, and track interactions, ensuring 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 important emails, and collaborate in real-time, enhancing productivity and ensuring everyone remains on the exact same page.
‘s versatile workflow system allows you to personalize your pipelines and automate recurring tasks.
You can develop design templates for common email responses, schedule follow-ups, and established suggestions, conserving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, offers advantages in regards to coding and software advancement. Here’s how:.
supplies a robust API and comprehensive developer paperwork, making it easy to integrate with other tools and build custom solutions.
This versatility allows independent journalists with coding skills to extend the performance of and tailor it to their specific needs.
Task Management for Software Development:.
‘s pipeline function can be adapted to manage software application development projects, from ideation to implementation.
You can develop customized phases for different development phases, designate tasks to employee, and track development efficiently.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive user interface and user friendly functions, decreasing the learning curve.
Personalized pipelines and workflows to adjust to private requirements.
Collective features that enhance team effort and communication.
Developer-friendly API for integration and personalization.
Cost-efficient solution for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for complete performance, limiting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
uses a more cost effective solution, particularly for freelancers and small companies.
HubSpot has a totally free variation, however advanced features require a higher-tier paid subscription.
Features and Intricacy:.
supplies a more detailed suite of features, including sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Both and integrate with numerous third-party tools.
‘s seamless integration with Gmail is useful for users heavily reliant on e-mail interaction.
As a self-employed journalist, managing your hiring procedure and customer relationships is paramount to your success. deals a budget friendly and user-friendly solution that effortlessly incorporates with Gmail, allowing you to streamline your operations and focus on your craft. While it might not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a writer, editor, or material developer, can empower you to take control of your freelance journalism career by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.