As a seasoned freelance reporter, I understand the obstacles of handling jobs, tracking leads, and supporting customer relationships. In this post, I will dig into the advantages of utilizing for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for novices hey men invite back in this video I will be revealing you how to utilize Streak Crm Dashboard for your consumer relations partnership communication and a lot more so let’s get into it to start with you need to go to streak.com and you will arrive on this website right here now is a sort of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is really incredible and I’ll reveal you how to do that as a complete newbie it will assist you personalize an ideal process for your group and you will have the ability to get your work done now let’s really enter the process now is offered as an extension and it’s completely complimentary so once you get to the site you’ll get this option here which is add 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 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 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 just check in make certain to sign.
into the very 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 merely scroll down and click enable after adding this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting just recently viewed all tracked emails and updated 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 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 working with so this is where we’ll go produce a brand-new pipeline let’s actually do that you will click on new pipeline here and we have different choices first of all we have the stages so this is where you will select these stages for your pipeline and you can really we have actually a lead called pitched demonstration negotiating close phone closed uh you understand then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority industry offer 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 offer your phase a name let’s state that you in fact wanted to create another um you understand phase here for example 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 choose different colors for each of the stages but I believe all of these are really currently created so this is really quite excellent 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 demo are kind of like the exact same thing we simply go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s get rid of the demonstration here and after that we have working out with negotiating I can choose 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 different fields that you desire so you will click on this plus here and we have complimentary form a date check box fall General e-mail e-mail tracking task calls and conferences so I don’t 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 and I’ll in fact rearrange and put the notes here okay email thread count close date fine business’s size deal size and Business size alright let’s eliminate the business size and I’m gon na actually find something else within the general where we have created by date developed followers and more so I really want to opt for the developed.
by or maybe the followers because I wish to track my staff member that are in fact 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 options available within streak is in fact one of the most convenient and one of the most uh you know flexible out there it’s extremely easy to use with design templates we have projects too within my job again if I didn’t want to opt for these sales if I finished with projects then I can opt for the project stages right here and again the fields the procedure is going to be similar you will choose these phases from here on this plus button here and you can also offer it various various colors we likewise have business Dev here you can see then we have hiring so if you do employing then this is going to be your phases job search investor fundraising others real estate assistance and customized So within our support you can see we have actually inbound appointed working on resolved and sound this is actually respectable and we also have custom where I can in fact start something from the scratch absolutely according to my organization for me we simply have the sales so I’m gon na choose the sales here and click produce 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 2nd for a street to create a pipeline for me so you can see this really looks pretty good now I will be able to add my Lead Series so you can actually click this drop down and we have handle phase or rename so as I continue as I include various leads here what I I will do is I’ll just merely click and I’ll be able to add it click on the top here add a box so click on 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 created let’s say that there is actually 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 2 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 2 leads then let’s state there was a gotten in touch with too there’s one working out so I’ll just merely click brand-new now once you produce a lead we can in fact click on this link and it will now open the different fields that we included so this is a brand-new Elite that I produced and we have all of these different columns we have the fields that we developed remember and after that we have invite colleagues so from here I can invite the team members we have add columns we have e-mails files and remarks you can change to the emails and it will reveal you the e-mails that you got in files we can even publish files and then we have the remarks 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 when you’re done with this you can in fact click go into and it will be closed now it will reveal you something like this we have all of our data collected here and at the top we’re getting our account such as 2 leads one gotten in touch with and something like this and this is where you will be getting your list we can pick various leads from here the stages and we can carry out bulk actions such as deleting and sharing also uh one more thing with srix on top you will be able to see we have personal option we have these 3 dots where we can find these stages Integrations and automation this is one of the crucial ones click here and you’ll have the ability to in fact integrate um other apps within yourr transfer information for notifications for automations custom develops and more we can also integrate 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 change to my various folders that we have here and I can develop a 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 developed we will even have our merge e-mails now with our so this is the merge e-mail and with merge email what occurs is I can actually develop a follow-up emails and various storage emails here and we have active advises so using is really simple you can get started free of charge by just adding the combination and now you understand how to use as a total beginner do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me offer some context about my career and how it associates with. As a freelance journalist, I have actually dealt with many customers, handled numerous projects all at once, and preserved a comprehensive network of contacts. Juggling these duties can be overwhelming, and I recognized the need for a centralized system to improve my operations.
In my quest for a service, I checked out different platforms however discovered them to be either too expensive or too complicated for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly incorporates with Gmail, making it perfect for self-employed journalists who greatly rely on e-mail communication. Here are some crucial benefits of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Company:.
enables you to track and organize your e-mails effortlessly, offering you a clear summary of your communications with customers, leads, and partners.
You can develop customizable pipelines straight within your inbox, making it simple to manage and keep an eye on the progress of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to imagine and manage your sales procedure from lead generation to task completion.
You can classify contacts, develop custom-made phases, set pointers, and track interactions, guaranteeing that no opportunity slips through the fractures.
Smooth Partnership and Team Effort:.
facilitates cooperation by allowing you to share pipelines and communicate with team members within the platform.
You can designate tasks, share important emails, and work together in real-time, enhancing efficiency and ensuring everybody stays on the same page.
Customizable Workflows:.
‘s flexible workflow system enables you to customize your pipelines and automate repeated jobs.
You can produce templates for common e-mail actions, schedule follow-ups, and set up reminders, saving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in independent journalism, offers advantages in terms of coding and software application development. Here’s how:.
Developer-Friendly Integration:.
supplies a robust API and comprehensive developer documentation, making it easy to incorporate with other tools and build custom solutions.
This versatility enables freelance reporters with coding abilities to extend the functionality of and customize it to their particular requirements.
Project Management for Software Application Development:.
‘s pipeline feature can be adjusted to handle software advancement tasks, from ideation to implementation.
You can produce custom stages for different development stages, appoint jobs to staff member, and track development efficiently.
Benefits and drawbacks of
Pros:.
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and user friendly functions, decreasing the discovering curve.
Personalized pipelines and workflows to adapt to private requirements.
Collective functions that boost team effort and interaction.
Developer-friendly API for combination and modification.
Cost-efficient solution for freelancers and small businesses.
Cons:.
Minimal reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation functions.
Reliance on Gmail for full performance, limiting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
Cost:.
uses a more budget friendly service, particularly for freelancers and small businesses.
HubSpot has a complimentary version, however advanced functions need a higher-tier paid subscription.
Features and Complexity:.
provides a more comprehensive suite of features, consisting of innovative marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Combination:.
Both and incorporate with different third-party tools.
‘s seamless integration with Gmail is beneficial for users heavily reliant on email interaction.
Conclusion:.
As a freelance reporter, handling your hiring process and customer relationships is paramount to your success. deals a economical and instinctive service that effortlessly integrates with Gmail, allowing you to improve your operations and concentrate on your craft. While it might not have the sophisticated features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a material, editor, or writer developer, can empower you to take control of your freelance journalism career by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.