As a skilled freelance reporter, I comprehend the obstacles of handling projects, tracking leads, and supporting client relationships. In this post, I will dive into the benefits of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for beginners hey guys invite back in this video I will be revealing you how to use Precios Streak Crm for your customer relations cooperation interaction and far more so let’s get into it first of all you need to go to streak.com and you will arrive at this website right here now is a kind of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is truly fantastic and I’ll show you how to do that as a complete novice it will assist you personalize a best procedure for your team and you will be able to get your work done now let’s actually enter the procedure now is readily available as an extension and it’s completely totally free so when you get to the website you’ll get this alternative here which is contribute 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 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 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 certain 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 access and we’re gon na just scroll down and click allow after adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting just recently seen all tracked e-mails and upgraded reply and after that we have this brand-new choice 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 brand-new dashboard for here I’ll be able to produce a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go develop a brand-new pipeline let’s in fact do that you will click brand-new pipeline here and we have different choices first of all we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have actually 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 e-mail from lead Source top priority market offer size business size close rate email thread count days and state and keeps in mind so if you wish to include another stage you will click on this Plus on top and you will provide your phase a name let’s state that you in fact wished to create another um you know phase here for instance let’s say I didn’t have no strings so I can create right here.
and you can provide it your color so we can really pick various colors for each of the stages but I think all of these are really currently created so this is actually quite remarkable what I will do is I will actually eliminate this one and if you feel like there is um I think pitched and demo are kind of like the exact same thing we simply choose the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s eliminate the demonstration here and then we have negotiating with negotiating I can go with 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 this plus here and we have free type a date check box drop down General email email tracking task 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 and I’ll in fact rearrange and put the notes here all right email thread count close date all right company’s size offer size and Company size all right let’s eliminate the business size and I’m gon na in fact discover something else within the general where we have developed by date produced followers and more so I actually want to choose the produced.
by or maybe the fans since I want to keep track of my employee 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 desired for my pipeline now you can see there are a lot of options offered within streak is in fact one of the easiest and among the most uh you know flexible out there it’s really easy to use with templates we have jobs too within my job again if I didn’t wish to opt for these sales if I made with projects then I can go with the task phases right here and again the fields the process is going to be similar you will choose these phases from here on this plus button here and you can likewise offer it different various colors we likewise have organization Dev here you can see then we have employing so if you do working with then this is going to be your stages job search investor fundraising others real estate assistance and customized So within our assistance you can see we have inbound appointed working on resolved and sound this is really pretty good and we also have custom where I can actually start something from the scratch totally according to my service for me we just have the sales so I’m gon na choose the sales here and click on create personal or.
shared so I will be sharing this with an employee so I’m going to go with 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 actually looks pretty good now I will have the ability to include my Lead Series so you can really click this fall and we have handle stage or relabel so as I proceed as I add various leads here what I I will do is I’ll just simply click and I’ll be able to add it click the top here add a box so click ADD box here and I’m going to add a box in the lead area here and let’s simply call it brand-new and click go into so now you can see we have actually one lead created let’s say that there is in fact closed one so I’m going to include 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 actually open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work in this manner now you can see we have two leads then let’s state there was a gotten in touch with also there’s one working out so I’ll just merely click on brand-new now when you produce a lead we can really click on this link and it will now open up the different fields that we included so this is a new Elite that I created and we have all of these various columns we have the fields that we developed remember and then we have invite colleagues so from here I can invite the employee we have add columns we have emails files and comments you can switch to the emails and it will show you the emails that you got in files we can even upload files and after that we have the remarks at the top here again we have the call log we have our meeting notes and we even have our.
accessories so this is how you develop a lead within your when you’re done with this you can really click on 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 pick different leads from here the stages and we can perform bulk actions such as erasing and sharing too uh one more thing with srix on top you will be able to see we have personal choice we have these 3 dots where we can discover these phases Integrations and automation this is one of the crucial ones click on this link and you’ll have the ability to in fact incorporate um other apps within yourr transfer data for alerts for automations custom-made builds and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they very easily and create our CSV files similarly now I can switch to my various folders that we have here and I can develop a brand-new pipeline we can switch to our simple Gmail extremely quickly from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have actually developed we will even have our merge emails now with our so this is the combine email and with merge email what occurs is I can in fact develop a follow-up emails and various storage emails here and we have active instructs so utilizing is truly easy you can get going for free by simply adding the integration and now you know how to use as a complete beginner don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me supply some context about my career and how it relates to. As a freelance journalist, I’ve worked with numerous customers, managed multiple projects at the same time, and preserved a comprehensive network of contacts. Juggling these duties can be overwhelming, and I recognized the requirement for a centralized system to improve my operations.
In my mission for a service, I explored different platforms however discovered them to be either too intricate or too costly for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly integrates with Gmail, making it perfect for independent reporters who greatly depend on email interaction. Here are some crucial benefits of using for your freelance journalism employing process:.
User-friendly Email Tracking and Company:.
permits you to track and organize your e-mails effortlessly, offering you a clear summary of your interactions with clients, leads, and collaborators.
You can develop customizable pipelines directly within your inbox, making it easy to monitor the progress and manage of your assignments and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to visualize and manage your sales procedure from lead generation to task completion.
You can categorize contacts, create customized phases, set tips, and track interactions, guaranteeing that no chance slips through the fractures.
Smooth Collaboration and Teamwork:.
assists in partnership by allowing you to share pipelines and communicate with staff member within the platform.
You can assign tasks, share important emails, and team up in real-time, enhancing productivity and ensuring everybody stays on the same page.
Adjustable Workflows:.
‘s versatile workflow system enables you to customize your pipelines and automate repeated tasks.
You can develop design templates for common email actions, schedule follow-ups, and established reminders, saving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, offers advantages in regards to coding and software application advancement. Here’s how:.
Developer-Friendly Combination:.
offers a robust API and substantial designer documentation, making it easy to integrate with other tools and construct customized solutions.
This flexibility enables freelance journalists with coding skills to extend the performance of and customize it to their particular requirements.
Project Management for Software Development:.
‘s pipeline feature can be adapted to handle software application development jobs, from ideation to release.
You can produce custom-made stages for different advancement phases, appoint jobs to staff member, and track development efficiently.
Benefits and drawbacks of
Pros:.
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
User-friendly user interface and user friendly functions, decreasing the discovering curve.
Customizable pipelines and workflows to adjust to private requirements.
Collective features that improve teamwork and interaction.
Developer-friendly API for combination and customization.
Economical option for freelancers and small companies.
Cons:.
Minimal reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for full performance, limiting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While offers considerable benefits for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
Cost:.
offers a more cost effective option, especially for freelancers and small businesses.
HubSpot has a totally free version, but advanced features require a higher-tier paid membership.
Functions and Complexity:.
supplies a more thorough suite of features, including advanced marketing automation and analytics.
focuses on simpleness and ease of use, using a streamlined experience.
Integration:.
Both and integrate with different third-party tools.
‘s smooth combination with Gmail is beneficial for users greatly reliant on e-mail interaction.
Conclusion:.
As an independent reporter, managing your hiring process and customer relationships is vital to your success. deals a instinctive and budget friendly option that effortlessly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a content, writer, or editor creator, can empower you to take control of your freelance journalism career by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.