As a skilled freelance reporter, I comprehend the challenges of handling projects, tracking leads, and nurturing client relationships. In this post, I will delve into the benefits of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for novices hey men welcome back in this video I will be revealing you how to use Crm Exactly Like Streak for your customer relations partnership communication and a lot more so let’s enter it firstly you need to go to streak.com and you will arrive at this site right here now is a sort of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is really amazing and I’ll reveal you how to do that as a complete novice it will assist you tailor a best process for your team and you will be able to get your work done now let’s really enter the process now is offered as an extension and it’s totally free so when you get to the website 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 on add to Chrome click on ADD extension and your extension will be included all right it’s done and now it is contributing 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 sure to sign.
into the same Gmail that you have actually included the uh you understand streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click on enable after adding this is what your Gmail will look 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 after that we have this new option which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail merges 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 hiring so this is where we’ll go develop a new pipeline let’s actually do that you will click brand-new pipeline here and we have different options first of all we have the stages so this is where you will pick these phases for your pipeline and you can in fact we have actually a lead gotten in touch with pitched demo negotiating close phone closed uh you understand then we have supporting all right then we have Fields so in fields we have a date of last email last e-mail from lead Source priority market offer size company size close rate e-mail thread count days and state and notes so if you wish to add another stage you will click on this Plus on top and you will offer your stage a name let’s state that you actually wished to develop another um you understand stage here for example let’s state I didn’t have no strings so I can develop right here.
and you can provide it your color so we can in fact choose various colors for each of the stages but I believe all of these are really already created so this is really quite impressive what I will do is I will actually get rid of this one and if you feel like there is um I think pitched and demonstration are kind of like the same thing we just opt for 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 after that we have working out with negotiating I can opt for like in progress or something and now you can see these are my phases 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 e-mail e-mail 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 choose this one here this is the field that was actually missing out on 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 fine let’s get rid of the business size and I’m gon na in fact find something else within the general where we have created by date developed fans and more so I really wish to choose the produced.
by or perhaps the followers due to the fact that I wish to track my staff member 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 wanted for my pipeline now you can see there are a great deal of options offered within streak is really among the most convenient and among the most uh you understand flexible out there it’s extremely easy to use with templates we have jobs too within my project again if I didn’t wish to go for these sales if I made with projects then I can opt for the task phases right here and once again the fields the process is going to be comparable you will pick these stages from here on this plus button here and you can likewise give it various different colors we also have company Dev here you can see then we have hiring so if you do working with then this is going to be your stages task search financier fundraising others real estate assistance and customized So within our support you can see we have incoming assigned dealing with solved and sound this is actually respectable and we likewise have custom where I can really start something from the scratch completely according to my business for me we simply have the sales so I’m gon na choose the sales here and click on produce personal or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click on produce now it will simply take a 2nd for a street to produce a pipeline for me so you can see this in fact looks respectable now I will have the ability to add my Lead Series so you can really click this drop down and we have manage stage or rename so as I proceed as I add various leads here what I I will do is I’ll just merely click and I’ll be able to include it click the top here add 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 new and click on get in so now you can see we have one lead developed let’s state 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 two we can actually open this up in a new tab from here too but 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 say there was a gotten in touch with also there’s one working out so I’ll just simply click on new now once you develop a lead we can actually 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 various columns we have the fields that we created remember and after that we have invite teammates so from here I can welcome the staff member we have include columns we have e-mails files and remarks you can switch to the e-mails and it will show you the emails that you got in files we can even submit files and then we have the comments 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 create a lead within your once you’re finished with this you can really click on get in 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 gotten in touch with 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 deleting and sharing as well uh another thing with srix on top you will have the ability to see we have private option we have these 3 dots where we can find these phases Integrations and automation this is among the essential ones click on this link and you’ll be able to in fact integrate um other apps within yourr transfer information for notifications for automations customized constructs 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 switch to my different folders that we have here and I can produce a brand-new pipeline we can change to our simple Gmail very quickly 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 combine email what takes place is I can really develop a follow-up e-mails and various storage e-mails here and we have active instructs so using is truly easy you can start for free by simply adding the combination and now you know how to utilize as a complete beginner do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me supply some context about my career and how it connects to. As a freelance reporter, I have actually dealt with various customers, managed several jobs simultaneously, and maintained a substantial network of contacts. Juggling these responsibilities can be frustrating, and I recognized the requirement for a central system to improve my operations.
In my quest for a solution, I explored various platforms however discovered them to be either too costly or too complicated for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly incorporates with Gmail, making it perfect for self-employed reporters who greatly count on e-mail interaction. Here are some crucial advantages of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Company:.
permits you to track and organize your e-mails easily, offering you a clear summary of your interactions with clients, leads, and collaborators.
You can develop personalized pipelines directly within your inbox, making it simple to manage and monitor the development of your projects and jobs.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to picture and manage your sales process from list building to job conclusion.
You can categorize contacts, develop customized phases, set suggestions, and track interactions, making sure that no opportunity slips through the fractures.
Smooth Cooperation and Teamwork:.
assists in collaboration by enabling you to share pipelines and interact with team members within the platform.
You can assign tasks, share important e-mails, and work together in real-time, boosting productivity and ensuring everybody remains on the very same page.
‘s versatile workflow system allows you to customize your pipelines and automate recurring tasks.
You can produce templates for common email actions, schedule follow-ups, and set up pointers, saving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, uses advantages in regards to coding and software advancement. Here’s how:.
provides a robust API and extensive developer documentation, making it easy to incorporate with other tools and develop custom-made services.
This flexibility permits independent journalists with coding skills to extend the functionality of and tailor it to their particular requirements.
Task Management for Software Development:.
‘s pipeline function can be adjusted to manage software application development tasks, from ideation to deployment.
You can produce custom phases for various development phases, designate tasks to team members, and track progress efficiently.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
User-friendly interface and user friendly functions, decreasing the learning curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collaborative features that enhance team effort and communication.
Developer-friendly API for integration and modification.
Cost-efficient option for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Reliance on Gmail for complete functionality, limiting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While offers considerable benefits for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more budget friendly solution, particularly for freelancers and small companies.
HubSpot has a free variation, but advanced functions need a higher-tier paid membership.
Functions and Intricacy:.
supplies a more detailed suite of features, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, providing a streamlined experience.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is helpful for users heavily reliant on email interaction.
As a freelance reporter, managing your hiring process and client relationships is paramount to your success. deals a affordable and user-friendly service that seamlessly incorporates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it may not have the advanced features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a material, writer, or editor creator, can empower you to take control of your freelance journalism career by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.