As a skilled freelance reporter, I comprehend the difficulties of handling projects, tracking leads, and supporting client relationships. In this post, I will dig into the advantages of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for newbies hey people welcome back in this video I will be showing you how to utilize Cost Streak Crm for your consumer relations cooperation interaction and much more so let’s enter into it first off you require to go to streak.com and you will arrive on this site right here now is a kind of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is truly incredible and I’ll show you how to do that as a complete novice it will assist you tailor a perfect process for your team and you will have the ability to get your work done now let’s really enter into the process now is available as an extension and it’s completely totally free so when you get to the site you’ll get this alternative here which is add 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 alright 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 just check in make certain to sign.
into the exact same Gmail that you have actually 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 allow after adding this is what your Gmail will look like now you can see here in our basic you know folders we are getting recently viewed 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 is like our new control panel for here I’ll have the ability to produce a 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 actually do that you will click new pipeline here and we have various choices firstly we have the stages so this is where you will choose these stages for your pipeline and you can actually we have actually a lead contacted pitched demonstration negotiating close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority industry offer 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 on this Plus at the top and you will offer your phase a name let’s state that you actually wished to develop another um you understand phase here for example let’s state I didn’t have no strings so I can produce right here.
and you can give it your color so we can actually select different colors for each of the stages however I believe all of these are really currently developed so this is really quite remarkable 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 sort of like the exact same thing we just opt for 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 after that we have working out 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 on this plus here and we have complimentary form a date check box drop down General email e-mail tracking task calls and meetings so I do not 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 opt for this one here this is the field that was really missing and I’ll actually rearrange and put the notes here okay e-mail thread count close date all right company’s size deal size and Company size okay let’s eliminate the company size and I’m gon na actually discover something else within the general where we have actually developed by date produced fans and more so I really want to opt for the produced.
by or possibly the followers since I want to track my staff member that are actually following this so I will you know put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a lot of alternatives offered within streak is in fact among the easiest and among the most uh you know versatile out there it’s extremely easy to use with design templates we have jobs too within my job once again if I didn’t want to opt for these sales if I did with projects then I can opt for the task phases 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 offer it different various colors we also have company Dev here you can see then we have hiring so if you do hiring then this is going to be your phases task search investor fundraising others real estate assistance and customized So within our assistance you can see we have actually inbound designated working on resolved and sound this is actually respectable and we also have customized where I can really start something from the scratch totally according to my organization for me we simply 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 team member so I’m going to opt for the shared one here and click on develop now it will just take a 2nd for a street to produce a pipeline for me so you can see this in fact looks pretty good now I will be able to add my Lead Series so you can actually click on this fall and we have manage phase or relabel 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 the top here include a box so click on ADD box here and I’m going to add a box in the lead area here and let’s simply call it new and click on go into so now you can see we have actually one lead created let’s say that there is really closed one so I’m going to add one here let’s just for now let’s call it new I’m going to add another lead let’s call it new 2 we can actually open this up in a 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 too there’s one negotiating so I’ll just simply click on brand-new now as soon as you produce a lead we can in fact click here and it will now open up the different fields that we included so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we created remember and after that we have welcome teammates so from here I can welcome the team members we have add columns we have e-mails files and comments you can change to the emails and it will show you the e-mails that you got in files we can even upload files and after that 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.
attachments so this is how you create a lead within your as soon as you’re finished with this you can really click on get in 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 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 deleting and sharing as well uh another thing with srix on top you will be able to see we have private choice we have these 3 dots where we can discover these phases Combinations and automation this is among the essential ones click here and you’ll have the ability to in fact integrate um other apps within yourr transfer data for notices for automations customized develops and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they really quickly and produce our CSV files similarly now I can switch to my different folders that we have here and I can create a new pipeline we can change to our basic Gmail really easily from here and it will also reveal me the emails that I will be getting for my pipelines that I have produced we will even have our combine e-mails now with our so this is the merge email and with merge e-mail what occurs is I can really produce a follow-up e-mails and different storage e-mails here and we have active instructs so utilizing is truly easy you can get started totally free by just including the integration 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 supply some context about my profession and how it relates to. As a freelance reporter, I’ve dealt with many clients, managed numerous tasks all at once, and maintained an extensive network of contacts. Balancing these duties can be overwhelming, and I acknowledged the need for a central system to simplify my operations.
In my quest for a service, I checked out various platforms however found them to be either too complex or too expensive for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly integrates with Gmail, making it ideal for independent reporters who greatly count on email communication. Here are some key advantages of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Organization:.
allows you to track and organize your emails effortlessly, providing you a clear summary of your communications with clients, leads, and collaborators.
You can produce customizable pipelines straight within your inbox, making it simple to monitor the development and manage of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to envision and handle your sales process from lead generation to job completion.
You can categorize contacts, create custom-made phases, set reminders, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Partnership and Team Effort:.
assists in cooperation by enabling you to share pipelines and communicate with team members within the platform.
You can designate jobs, share crucial emails, and team up in real-time, enhancing efficiency and guaranteeing everyone stays on the exact same page.
‘s versatile workflow system allows you to customize your pipelines and automate repeated tasks.
You can create design templates for common email responses, schedule follow-ups, and set up reminders, conserving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, provides advantages in regards to coding and software application development. Here’s how:.
supplies a robust API and extensive designer documentation, making it simple to incorporate with other tools and construct custom-made solutions.
This versatility allows independent reporters with coding abilities to extend the functionality of and tailor it to their particular needs.
Project Management for Software Advancement:.
‘s pipeline feature can be adapted to handle software application development tasks, from ideation to implementation.
You can produce custom phases for various development stages, appoint jobs to employee, and track development effectively.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and user friendly functions, decreasing the learning curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collective functions that improve team effort and interaction.
Developer-friendly API for integration and modification.
Affordable solution for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation functions.
Reliance on Gmail for complete functionality, restricting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
offers a more budget-friendly option, particularly for freelancers and small companies.
HubSpot has a totally free variation, but advanced functions need a higher-tier paid membership.
Features and Complexity:.
supplies a more thorough suite of features, including sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is useful for users greatly reliant on email interaction.
As an independent reporter, managing your hiring process and client relationships is vital to your success. deals a intuitive and affordable solution that perfectly integrates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it might not have the innovative functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re an editor, writer, or material creator, can empower you to take control of your freelance journalism career by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.