As a skilled freelance reporter, I comprehend the challenges of handling tasks, tracking leads, and supporting customer relationships. In this post, I will delve into the advantages of utilizing for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for beginners hey guys invite back in this video I will be revealing you how to use Streak Crm Free Outlook for your customer relations collaboration communication and a lot more so let’s enter into it to start with you need to go to streak.com and you will land on this site right here now is a sort of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is actually remarkable and I’ll show you how to do that as a complete newbie it will assist you customize a perfect procedure for your group and you will have the ability to get your work done now let’s really get into the process now is readily available as an extension and it’s totally complimentary so when you get to the site you’ll get this option 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 on ADD extension and your extension will be added 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 make sure to sign.
into the same Gmail that you have actually added the uh you understand 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 look like now you can see here in our easy you know folders we are getting recently viewed all tracked emails and updated reply and after that we have this 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 develop a brand-new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go develop a new pipeline let’s actually do that you will click on new pipeline here and we have different choices firstly we have the stages so this is where you will pick these phases for your pipeline and you can in fact we have actually a lead contacted pitched demonstration working out close phone closed uh you understand then we have supporting alright 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 email thread count days and state and notes so if you want to add another stage you will click this Plus at the top and you will provide your stage a name let’s say that you actually wished to create another um you know phase here for instance let’s state I didn’t have no strings so I can develop right here.
and you can offer it your color so we can in fact pick various colors for each of the stages however I think all of these are in fact already created so this is really pretty excellent what I will do is I will in fact get rid of this one and if you feel like there is um I think pitched and demo are sort of like the very 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 demo here and after that we have working out with negotiating I can opt for 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 want so you will click this plus here and we have complimentary form a date check box fall General e-mail e-mail 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 in fact missing and I’ll in fact reorganize and put the notes here alright email thread count close date all right business’s size deal size and Business size alright let’s get rid of the business size and I’m gon na really find something else within the basic where we have created by date created followers and more so I actually wish to choose the created.
by or perhaps the fans because I want to keep an eye on 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 among the easiest and among the most uh you understand versatile out there it’s really easy to use with design templates we have jobs too within my project once again if I didn’t want to choose these sales if I made with jobs then I can opt for the job phases right here and again the fields the procedure is going to be similar you will pick these phases from here on this plus button here and you can likewise give it different different colors we likewise have service Dev here you can see then we have hiring so if you do working with then this is going to be your stages task search financier fundraising others property assistance and customized So within our assistance you can see we have actually incoming designated working on solved and noise this is actually respectable and we also have custom where I can really start something from the scratch absolutely according to my organization for me we merely have the sales so I’m gon na opt for the sales here and click on produce private or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click create now it will simply take a second for a street to develop a pipeline for me so you can see this actually looks respectable now I will be able to include my Lead Series so you can in fact click on this drop down and we have handle phase 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 have the ability to add it click the top here include 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 brand-new and click get in so now you can see we have actually one lead produced let’s state that there is really closed one so I’m going to include one here let’s just for now let’s call it brand-new I’m going to add another lead let’s call it new two we can actually open this up in a new tab from here too however I’m just for now I’m just gon na work by doing this now you can see we have two leads then let’s state there was a contacted too there’s one working out so I’ll just simply click new now as soon as you create a lead we can actually click here and it will now open the various fields that we added so this is a new Elite that I produced and we have all of these various columns we have the fields that we created remember and then we have welcome colleagues so from here I can invite the staff member we have include columns we have e-mails files and comments you can switch to the emails and it will reveal you the e-mails 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 conference notes and we even have our.
accessories so this is how you develop a lead within your once you’re done with this you can actually click on go into 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 2 leads one called 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 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 important ones click on this link and you’ll be able to actually integrate um other apps within yourr transfer information for alerts for automations custom builds and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they very quickly and develop our CSV files likewise now I can switch to my different folders that we have here and I can develop a brand-new pipeline we can change to our simple Gmail very quickly from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have produced we will even have our merge e-mails now with our so this is the merge e-mail and with merge e-mail what takes place is I can in fact create a follow-up e-mails and various storage e-mails here and we have active instructs so utilizing is actually simple you can get started free of charge by simply adding the integration and now you know how to utilize as a total newbie do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me supply some context about my profession and how it relates to. As a freelance reporter, I have actually worked with various customers, handled several tasks at the same time, and kept a substantial network of contacts. Balancing these obligations can be overwhelming, and I recognized the need for a central system to enhance my operations.
In my mission for a service, I explored different platforms however found them to be either too intricate or too pricey for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly incorporates with Gmail, making it perfect for self-employed reporters who greatly count on e-mail interaction. Here are some crucial advantages of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Company:.
enables you to track and arrange your emails easily, providing you a clear overview of your communications with customers, leads, and partners.
You can develop personalized pipelines directly within your inbox, making it easy to handle and keep an eye on the development of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to imagine and handle your sales procedure from lead generation to task completion.
You can classify contacts, create custom phases, set reminders, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Collaboration and Team Effort:.
facilitates cooperation by enabling you to share pipelines and communicate with staff member within the platform.
You can appoint jobs, share important emails, and collaborate in real-time, improving performance and guaranteeing everybody stays on the exact same page.
‘s versatile workflow system enables you to customize your pipelines and automate repetitive jobs.
You can produce templates for common e-mail reactions, schedule follow-ups, and set up tips, saving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, offers advantages in terms of coding and software advancement. Here’s how:.
supplies a robust API and extensive developer documents, making it simple to incorporate with other tools and develop custom services.
This flexibility enables independent reporters with coding abilities to extend the functionality of and tailor it to their particular requirements.
Project Management for Software Advancement:.
‘s pipeline feature can be adjusted to manage software application development jobs, from ideation to release.
You can develop customized phases for different development phases, assign jobs to staff member, and track development efficiently.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
User-friendly interface and user friendly functions, minimizing the learning curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collective functions that improve teamwork and communication.
Developer-friendly API for combination and modification.
Cost-efficient option for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Reliance on Gmail for complete functionality, restricting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While offers substantial benefits for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
uses a more cost effective service, especially for freelancers and small businesses.
HubSpot has a free variation, but advanced functions need a higher-tier paid membership.
Functions and Intricacy:.
supplies a more extensive suite of features, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Both and integrate with different third-party tools.
‘s seamless combination with Gmail is helpful for users greatly reliant on e-mail communication.
As a freelance journalist, handling your hiring procedure and client relationships is vital to your success. deals a cost effective and instinctive option that flawlessly incorporates with Gmail, enabling you to enhance your operations and focus on your craft. While it may not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, author, or material creator, 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 ventures.