As a seasoned freelance reporter, I understand the difficulties of handling tasks, tracking leads, and supporting client relationships. In this short article, I will delve into the advantages of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for newbies hey guys welcome back in this video I will be showing you how to use Crm Streak Demo for your client 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 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 actually turn our Gmail into a platform which is actually fantastic and I’ll show you how to do that as a total novice it will help you personalize a best procedure for your team and you will be able to get your work done now let’s actually enter into the procedure now is readily available as an extension and it’s completely free so as soon as you get to the site you’ll get this option here which is add to Chrome and you’re.
going to select this one now it will take you to Chrome dot google.com extensions and this is our extension here click on contribute to Chrome click on ADD extension and your extension will be included fine it’s done and now it is adding 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 make sure to sign.
into the exact same Gmail that you have included the uh you know streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click on permit after including this is what your Gmail will appear like now you can see here in our basic you know folders we are getting just 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 new dashboard for here I’ll be able to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go develop a brand-new pipeline let’s actually do that you will click new pipeline here and we have various options firstly we have the stages so this is where you will select these stages for your pipeline and you can actually we have actually a lead gotten in touch with pitched demonstration negotiating close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last email last email from lead Source concern industry deal size business size close rate email thread count days and state and keeps in mind so if you want to add another stage you will click on this Plus at the top and you will provide your stage a name let’s state that you in fact wished to produce another um you understand stage here for instance let’s state I didn’t have no strings so I can produce right here.
and you can offer it your color so we can in fact select various colors for each of the stages but I believe all of these are really already developed so this is actually quite outstanding what I will do is I will in fact eliminate this one and if you feel like there is um I think pitched and demo are kind of like the same thing we simply choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s eliminate the demonstration here and then 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 desire so you will click on this plus here and we have complimentary form a date check box drop down General email email tracking task calls and conferences 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 go with this one here this is the field that was really missing out on and I’ll actually rearrange and put the notes here okay e-mail thread count close date fine company’s size offer size and Company size all right let’s eliminate the business size and I’m gon na in fact find something else within the basic where we have developed by date produced followers and more so I actually want to choose the developed.
by or maybe the followers because I wish to monitor my team members 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 one of the easiest and among the most uh you understand flexible out there it’s really easy to use with templates we have jobs too within my task again if I didn’t wish to go for these sales if I did with projects then I can opt for the job stages right here and once again the fields the procedure is going to be comparable you will pick these phases from here on this plus button here and you can also offer it different different 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 stages task search financier fundraising others realty assistance and custom-made So within our support you can see we have actually incoming designated working on resolved and noise this is in fact pretty good and we also have custom-made where I can in fact start something from the scratch completely according to my service for me we just have the sales so I’m gon na go with the sales here and click produce private or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click create now it will simply take a 2nd for a street to create a pipeline for me so you can see this really looks respectable now I will have the ability to add my Lead Series so you can in fact click on this drop down and we have manage stage or rename so as I continue as I add 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 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 on enter so now you can see we have one lead created 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 include another lead let’s call it new two we can actually open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work this way now you can see we have 2 leads then let’s state there was a called also there’s one working out so I’ll just merely click brand-new now when you produce a lead we can really click on this link and it will now open the different fields that we included so this is a new Elite that I produced and we have all of these various columns we have the fields that we produced remember and after that we have welcome teammates 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 e-mails and it will show you the e-mails that you got in files we can even upload files and then 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.
accessories so this is how you produce a lead within your as soon as you’re done with this you can in fact click get in and it will be closed now it will show you something like this we have all of our data gathered here and at the top we’re getting our account such as 2 leads one contacted and something like this and this is where you will be getting your list we can select different leads from here the stages and we can perform bulk actions such as deleting and sharing too uh another thing with srix at the top you will have the ability to see we have private alternative we have these 3 dots where we can find these phases Combinations and automation this is among the crucial ones click on this link and you’ll have the ability to really incorporate um other apps within yourr transfer information for alerts for automations customized builds and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they very easily and produce our CSV files likewise now I can switch to my different folders that we have here and I can create a brand-new pipeline we can switch to our easy Gmail really quickly from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have actually developed we will even have our merge e-mails now with our so this is the merge e-mail and with combine email what occurs is I can really create a follow-up emails and various storage emails here and we have active instructs so utilizing is really simple you can get started for free by simply including the combination and now you understand how to utilize as a complete novice 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’ve worked with numerous clients, managed numerous tasks at the same time, and kept a comprehensive network of contacts. Balancing these responsibilities can be overwhelming, and I acknowledged the need for a central system to streamline my operations.
In my mission for a service, I explored different platforms however found them to be either too costly or too complicated for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly integrates with Gmail, making it perfect for freelance reporters who greatly depend on e-mail interaction. Here are some key advantages of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Company:.
permits you to track and arrange your e-mails effortlessly, giving you a clear summary of your interactions with clients, leads, and collaborators.
You can produce customizable pipelines directly within your inbox, making it easy to manage and monitor the development of your projects and jobs.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and manage your sales procedure from lead generation to job completion.
You can classify contacts, develop custom phases, set pointers, and track interactions, making sure that no chance slips through the fractures.
Seamless Partnership and Team Effort:.
assists in collaboration by enabling you to share pipelines and communicate with employee within the platform.
You can appoint tasks, share important emails, and work together in real-time, boosting performance and guaranteeing everyone stays on the very same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repeated jobs.
You can produce design templates for typical email actions, schedule follow-ups, and set up pointers, conserving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, uses advantages in regards to coding and software advancement. Here’s how:.
offers a robust API and extensive designer paperwork, making it simple to integrate with other tools and develop custom options.
This versatility permits independent journalists with coding skills to extend the functionality of and customize it to their specific requirements.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adapted to handle software development projects, from ideation to deployment.
You can produce custom phases for different development stages, assign tasks to employee, and track progress efficiently.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive user interface and user friendly features, reducing the discovering curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collective functions that improve team effort and interaction.
Developer-friendly API for combination and personalization.
Cost-efficient service for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation functions.
Reliance on Gmail for complete performance, restricting compatibility with other email companies.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more cost effective solution, specifically for freelancers and small companies.
HubSpot has a complimentary version, but advanced features need a higher-tier paid membership.
Features and Complexity:.
provides a more detailed suite of features, including advanced marketing automation and analytics.
focuses on simpleness and ease of use, using a structured experience.
Both and incorporate with various third-party tools.
‘s seamless integration with Gmail is beneficial for users heavily reliant on email interaction.
As a freelance journalist, handling your hiring process and customer relationships is paramount to your success. offers a inexpensive and user-friendly solution that perfectly incorporates with Gmail, enabling you to improve your operations and focus on your craft. While it might not have the sophisticated features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a content, editor, or writer developer, can empower you to take control of your freelance journalism profession by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.