As a seasoned freelance reporter, I understand the difficulties of managing jobs, tracking leads, and nurturing customer relationships. In this short article, I will dive into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey guys welcome back in this video I will be showing you how to use Netsuite Crm Vs Streak for your customer relations collaboration communication and far more so let’s get into it firstly you need to go to streak.com and you will land on this site right here now is a type of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is really incredible and I’ll reveal you how to do that as a complete novice it will assist you personalize a perfect process for your group and you will be able to get your work done now let’s really enter into the process now is offered as an extension and it’s completely complimentary so once you get to the website you’ll get this alternative here which is contribute 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 add to Chrome click ADD extension and your extension will be added 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 merely check in make sure to sign.
into the very 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 just scroll down and click enable after including this is what your Gmail will appear like now you can see here in our simple you know folders we are getting just recently seen all tracked e-mails and updated reply and after that we have this brand-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 is like our new dashboard for here I’ll have the ability to create a brand-new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go develop a new pipeline let’s really do that you will click brand-new pipeline here and we have various options first off we have the stages so this is where you will choose these stages for your pipeline and you can actually we have a lead contacted pitched demo working out 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 e-mail last e-mail from lead Source priority market offer size business size close rate e-mail thread count days and state and notes so if you wish to include another phase you will click this Plus on top and you will give your stage a name let’s state that you really wanted to produce another um you know phase here for example 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 actually choose various colors for each of the stages but I believe all of these are actually already created so this is really quite excellent what I will do is I will actually eliminate this one and if you seem like there is um I think 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 actually 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 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 various fields that you want so you will click on this plus here and we have totally free type a date check box drop down General e-mail email tracking job calls and meetings 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 go with this one here this is the field that was in fact missing and I’ll in fact rearrange and put the notes here okay email thread count close date alright business’s size deal size and Company size alright let’s get rid of the company size and I’m gon na in fact find something else within the general where we have developed by date created followers and more so I actually want to go for the developed.
by or perhaps the followers because I wish to monitor my employee 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 desired for my pipeline now you can see there are a lot of options available within streak is actually one of the most convenient and one of the most uh you know flexible out there it’s really easy to use with templates we have projects too within my project again if I didn’t wish to opt for these sales if I made with tasks then I can choose the task phases right here and once again the fields the process is going to be comparable you will select these phases from here on this plus button here and you can likewise provide it different various colors we also have service Dev here you can see then we have hiring so if you do working with then this is going to be your phases job search investor fundraising others realty support and custom So within our support you can see we have actually inbound assigned dealing with dealt with and sound this is actually pretty good and we likewise have custom-made where I can actually 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 on develop personal or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click produce now it will just take a second for a street to create a pipeline for me so you can see this actually looks pretty good now I will have the ability to add my Lead Series so you can in fact click this fall and we have manage stage or rename so as I proceed as I include various leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click on the top here include a box so click 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 go into so now you can see we have one lead developed let’s state that there is actually 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 brand-new 2 we can really open this up in a new tab from here too however I’m just for now I’m just gon na work this way now you can see we have two leads then let’s state there was a gotten in touch with as well there’s one negotiating so I’ll just merely click new now as soon as you create a lead we can really click here and it will now open the different fields that we added so this is a new Elite that I developed and we have all of these different columns we have the fields that we developed keep in mind and after that we have welcome teammates so from here I can welcome the employee we have include columns we have e-mails files and remarks you can switch 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 comments at the top here again we have the call log we have our conference notes and we even have our.
attachments so this is how you develop a lead within your when you’re done with this you can actually click go into 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 two 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 be able to see we have private option we have these three dots where we can find these stages Integrations and automation this is one of the essential ones click here and you’ll be able to actually integrate um other apps within yourr transfer information for notifications 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 information they very easily and develop our CSV files likewise now I can change to my different folders that we have here and I can create a new pipeline we can switch to our basic Gmail very quickly from here and it will likewise show me the emails that I will be getting for my pipelines that I have developed we will even have our merge e-mails now with our so this is the merge email and with merge e-mail what takes place is I can actually produce a follow-up emails and different storage emails here and we have active instructs so utilizing is really easy you can get started totally free by simply adding the integration and now you know how to use as a total beginner do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me offer some context about my career and how it associates with. As a freelance reporter, I’ve dealt with numerous customers, handled several projects concurrently, and kept an extensive network of contacts. Balancing these duties can be frustrating, and I recognized the need for a central system to improve my operations.
In my mission for an option, I checked out numerous platforms however discovered 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 consumer relationship management tool that perfectly incorporates with Gmail, making it ideal for independent reporters who greatly count on email communication. Here are some crucial benefits of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Company:.
enables you to track and organize your e-mails effortlessly, offering you a clear summary of your interactions with clients, leads, and collaborators.
You can produce adjustable pipelines straight within your inbox, making it easy to keep track of the progress and manage of your jobs and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to picture and handle your sales process from list building to task conclusion.
You can classify contacts, create custom-made stages, set reminders, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Cooperation and Team Effort:.
facilitates cooperation by enabling you to share pipelines and interact with staff member within the platform.
You can assign jobs, share essential e-mails, and team up in real-time, improving efficiency and making sure everybody stays on the very same page.
‘s versatile workflow system allows you to tailor your pipelines and automate repetitive jobs.
You can develop templates for common email actions, schedule follow-ups, and set up pointers, conserving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in independent journalism, provides advantages in regards to coding and software application advancement. Here’s how:.
provides a robust API and extensive developer paperwork, making it simple to integrate with other tools and build custom options.
This flexibility allows self-employed reporters with coding skills to extend the performance of and tailor it to their particular requirements.
Project Management for Software Development:.
‘s pipeline feature can be adapted to handle software advancement jobs, from ideation to release.
You can develop custom-made phases for different advancement stages, assign tasks to team members, and track progress effectively.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and user friendly functions, reducing the learning curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collective features that boost teamwork and interaction.
Developer-friendly API for integration and modification.
Affordable service for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for complete functionality, limiting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While deals substantial benefits for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more inexpensive service, specifically for freelancers and small businesses.
HubSpot has a free version, however advanced features need a higher-tier paid membership.
Functions and Complexity:.
provides a more detailed suite of functions, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Both and integrate with various third-party tools.
‘s seamless integration with Gmail is advantageous for users heavily reliant on e-mail interaction.
As a freelance reporter, managing your hiring process and customer relationships is vital to your success. deals a inexpensive and instinctive solution that perfectly incorporates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it may not have the sophisticated 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 content, editor, or writer creator, 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.