As a seasoned freelance reporter, I understand the difficulties of managing projects, tracking leads, and supporting customer relationships. In this article, I will dive into the benefits of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey guys welcome back in this video I will be showing you how to use Streak Crm Constant Contact for your customer relations collaboration communication and far more so let’s enter into it firstly you require to go to streak.com and you will land on this website right here now is a type of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is really fantastic and I’ll reveal you how to do that as a total beginner it will assist you personalize an ideal process for your team and you will have the ability to get your work done now let’s really get into the procedure now is readily available as an extension and it’s totally free so as soon as you get to the site 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 contribute to Chrome click ADD extension and your extension will be included 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 merely check in ensure to sign.
into the 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 on allow after adding 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 upgraded reply and after that we have this new alternative which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this resembles 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 employing so this is where we’ll go create a brand-new pipeline let’s actually do that you will click brand-new pipeline here and we have various alternatives to start with we have the stages so this is where you will select these phases for your pipeline and you can really we have a lead called pitched demonstration working out close phone closed uh you understand then we have supporting okay then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority industry deal size business size close rate e-mail thread count days and state and notes so if you wish to add another phase you will click this Plus on top and you will provide your stage 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 develop right here.
and you can provide it your color so we can really choose different colors for each of the stages but I think all of these are really already produced so this is actually quite impressive what I will do is I will in fact get rid of this one and if you seem like there is um I think pitched and demonstration are type of like the exact same thing we just go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s eliminate the demonstration 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 various fields that you want so you will click this plus here and we have complimentary type a date check box fall General e-mail 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 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 fine email thread count close date all right business’s size deal size and Company size all right let’s eliminate the company size and I’m gon na in fact find something else within the basic where we have produced by date created fans and more so I in fact wish to go for the produced.
by or possibly the followers since I wish to monitor 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 desired for my pipeline now you can see there are a great deal of choices offered within streak is really one of the most convenient and one of the most uh you understand flexible out there it’s really easy to use with templates we have projects too within my project once again if I didn’t want to opt for these sales if I did with jobs then I can go with the task stages right here and again the fields the process is going to be similar you will choose these stages from here on this plus button here and you can likewise provide it different various colors we likewise have business Dev here you can see then we have employing so if you do hiring then this is going to be your phases job search investor fundraising others property assistance and customized So within our support you can see we have actually incoming designated working on solved and sound this is in fact respectable and we likewise have custom where I can really start something from the scratch completely according to my business for me we merely have the sales so I’m gon na choose the sales here and click on create private or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click on produce now it will just take a second for a street to produce a pipeline for me so you can see this really looks pretty good now I will have the ability to include my Lead Series so you can really click on this drop down and we have manage stage 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 ADD box here and I’m going to add a box in the lead section here and let’s just call it brand-new and click on enter so now you can see we have actually one lead produced 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 brand-new I’m going to add another lead let’s call it brand-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 in this manner now you can see we have two leads then let’s say there was a contacted also there’s one negotiating so I’ll just simply click on new now as soon as you produce a lead we can in fact click here and it will now open up the various 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 welcome colleagues so from here I can welcome the team members we have include columns we have e-mails files and remarks you can switch to the e-mails and it will reveal you the emails that you got in files we can even publish files and after that we have the comments at the top here 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 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 2 leads one called 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 erasing and sharing also uh one more thing with srix at the top you will be able to see we have private alternative we have these 3 dots where we can find these stages Integrations and automation this is one of the essential ones click on this link and you’ll have the ability to actually incorporate um other apps within yourr transfer information for notices for automations custom-made builds and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they really quickly and produce our CSV files similarly now I can switch to my various folders that we have here and I can produce a brand-new pipeline we can change to our basic Gmail really easily from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our merge emails now with our so this is the combine email and with combine email what happens is I can really develop a follow-up e-mails and various storage emails here and we have active instructs so using is truly simple you can start free of charge by just including the integration and now you know how to utilize as a total novice don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me provide some context about my profession and how it associates with. As a freelance journalist, I have actually dealt with numerous customers, managed several tasks at the same time, and maintained a substantial network of contacts. Juggling these obligations can be frustrating, and I acknowledged the need for a central system to improve my operations.
In my mission for a service, I explored various platforms however found them to be either too costly or too complex for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly incorporates with Gmail, making it perfect for freelance reporters who greatly rely on email communication. Here are some essential advantages of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Company:.
enables you to track and arrange your e-mails effortlessly, providing you a clear introduction of your communications with clients, leads, and partners.
You can create customizable pipelines straight within your inbox, making it simple to keep track of the progress and manage of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and manage your sales procedure from list building to task conclusion.
You can categorize contacts, produce custom phases, set pointers, and track interactions, ensuring that no chance slips through the fractures.
Seamless Partnership and Teamwork:.
facilitates cooperation by allowing you to share pipelines and interact with team members within the platform.
You can appoint jobs, share important e-mails, and team up in real-time, improving efficiency and guaranteeing everyone remains on the same page.
‘s versatile workflow system enables you to customize your pipelines and automate repetitive tasks.
You can create templates for typical email responses, schedule follow-ups, and established reminders, conserving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in independent journalism, uses advantages in regards to coding and software application development. Here’s how:.
provides a robust API and comprehensive developer documentation, making it easy to incorporate with other tools and construct customized options.
This flexibility allows independent reporters with coding skills to extend the functionality of and tailor it to their particular requirements.
Project Management for Software Application Development:.
‘s pipeline function can be adapted to manage software application advancement projects, from ideation to release.
You can develop custom stages for different development stages, appoint tasks to team members, and track progress efficiently.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
Instinctive user interface and easy-to-use features, minimizing the finding out curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collaborative features that boost teamwork and interaction.
Developer-friendly API for combination and customization.
Cost-efficient option for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation features.
Dependence on Gmail for complete functionality, restricting compatibility with other email companies.
Contrast with HubSpot CRM:.
While deals considerable benefits for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more budget friendly option, particularly for freelancers and small companies.
HubSpot has a complimentary variation, however advanced functions require a higher-tier paid membership.
Functions and Intricacy:.
offers a more comprehensive suite of features, consisting of sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, offering a structured experience.
Both and incorporate with various third-party tools.
‘s seamless integration with Gmail is advantageous for users heavily reliant on e-mail communication.
As an independent reporter, handling your hiring procedure and client relationships is critical to your success. offers a inexpensive and intuitive service that flawlessly integrates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it may not have the advanced features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a material, author, or editor creator, can empower you to take control of your freelance journalism profession by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.