As an experienced freelance reporter, I understand the difficulties of handling jobs, tracking leads, and nurturing customer relationships. In this article, I will delve into the benefits of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey people invite back in this video I will be revealing you how to utilize Streak Crm Hotmail for your client relations collaboration communication and much more so let’s enter it first of all you need to go to streak.com and you will arrive on this site 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 truly fantastic and I’ll reveal you how to do that as a complete newbie it will help you tailor a best procedure for your group and you will be able to get your work done now let’s actually get into the process now is available as an extension and it’s completely 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 pick this one now it will take you to Chrome dot google.com extensions and this is our extension here click on contribute to Chrome click ADD extension and your extension will be added fine 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 simply check in ensure to sign.
into the same Gmail that you have actually included the uh you know streak to now it will ask you for your access and we’re gon na simply 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 recently seen all tracked emails and upgraded reply and after that we have this new alternative which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this resembles 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 produce a new pipeline let’s really do that you will click on new pipeline here and we have various choices first off we have the stages so this is where you will select these phases for your pipeline and you can in fact we have actually a lead contacted pitched demo working out close phone closed uh you understand then we have nurturing fine then we have Fields so in fields we have a date of last email last email from lead Source top priority industry offer size business size close rate email thread count days and state and notes so if you wish to add another stage you will click this Plus on top and you will provide your stage a name let’s say that you actually wanted to develop another um you know phase here for instance let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can really pick different colors for each of the stages but I believe all of these are in fact already developed so this is in fact quite remarkable 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 kind of like the same thing we just choose 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 then 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 different fields that you want so you will click this plus here and we have complimentary type a date check box drop down General email email tracking job 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 choose this one here this is the field that was actually missing and I’ll in fact rearrange and put the notes here okay e-mail thread count close date all right company’s size offer size and Company size okay let’s get rid of the company size and I’m gon na actually find something else within the basic where we have produced by date created followers and more so I actually want to choose the developed.
by or possibly the fans because I wish 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 alternatives offered within streak is really among the simplest and one of the most uh you understand versatile out there it’s really easy to use with templates we have jobs too within my job again if I didn’t want to choose these sales if I did with tasks then I can opt for the task phases right here and 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 offer it different various colors we likewise have business Dev here you can see then we have working with so if you do hiring then this is going to be your phases task search investor fundraising others property support and customized So within our support you can see we have actually incoming appointed working on solved and noise this is actually respectable and we also have custom-made where I can actually start something from the scratch totally according to my business for me we simply have the sales so I’m gon na choose the sales here and click on 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 produce now it will simply 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 drop down 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 merely click and I’ll be able to add it click on 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 just call it new and click on get in so now you can see we have actually one lead created let’s say that there is actually 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 include another lead let’s call it brand-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 by doing this now you can see we have two leads then let’s state there was a called too there’s one working out so I’ll just merely click brand-new now as soon as you develop a lead we can really click here and it will now open up the various fields that we added so this is a new Elite that I created and we have all of these various columns we have the fields that we produced keep in mind and after that we have invite colleagues so from here I can invite the employee we have add columns we have emails files and remarks you can switch to the e-mails and it will reveal you the e-mails that you got in files we can even submit 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.
attachments so this is how you produce a lead within your once you’re finished with this you can really click 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 two leads one called and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh one more thing with srix on top you will have the ability to see we have private choice we have these three dots where we can find these stages Combinations and automation this is among the essential ones click on this link and you’ll have the ability to really integrate um other apps within yourr transfer information for alerts for automations custom constructs and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export information they extremely quickly and create our CSV files similarly now I can switch to my various folders that we have here and I can produce a new pipeline we can switch to our basic Gmail very easily from here and it will likewise show me the emails that I will be getting for my pipelines that I have created we will even have our merge e-mails now with our so this is the merge e-mail and with merge email what takes place is I can really produce a follow-up e-mails and different storage e-mails here and we have active advises so utilizing is truly easy you can start totally free by simply adding the combination and now you understand how to use as a complete novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me offer some context about my profession and how it relates to. As an independent journalist, I have actually dealt with various clients, handled several jobs all at once, and kept a substantial network of contacts. Balancing these responsibilities can be overwhelming, and I recognized the need for a central system to enhance my operations.
In my quest for an option, I checked out different platforms but found them to be either too pricey 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 effortlessly incorporates with Gmail, making it ideal for freelance reporters who heavily depend on email interaction. Here are some key benefits of using for your freelance journalism employing process:.
Intuitive Email Tracking and Organization:.
enables you to track and arrange your emails effortlessly, giving you a clear overview of your communications with customers, leads, and partners.
You can develop adjustable pipelines directly within your inbox, making it easy to handle and keep track of the progress of your projects and jobs.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to picture and manage your sales procedure from lead generation to project completion.
You can categorize contacts, develop customized phases, set suggestions, and track interactions, guaranteeing that no chance slips through the fractures.
Seamless Cooperation and Teamwork:.
assists in collaboration by allowing you to share pipelines and communicate with staff member within the platform.
You can appoint jobs, share crucial e-mails, and work together in real-time, improving efficiency and ensuring everyone stays on the same page.
‘s flexible workflow system allows you to customize your pipelines and automate repeated jobs.
You can develop design templates for typical 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 self-employed journalism, offers benefits in regards to coding and software application development. Here’s how:.
supplies a robust API and substantial developer documents, making it easy to integrate with other tools and develop custom solutions.
This flexibility permits freelance journalists with coding skills to extend the performance of and tailor it to their specific requirements.
Project Management for Software Advancement:.
‘s pipeline function can be adjusted to manage software application advancement projects, from ideation to implementation.
You can produce custom-made stages for different advancement phases, assign tasks to staff member, and track development effectively.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and easy-to-use features, reducing the learning curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collaborative features that enhance team effort and communication.
Developer-friendly API for combination and personalization.
Affordable solution for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation functions.
Dependence on Gmail for full performance, limiting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more inexpensive option, especially for freelancers and small companies.
HubSpot has a totally free version, however advanced features require a higher-tier paid membership.
Features and Intricacy:.
offers a more thorough suite of functions, consisting of sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and integrate with numerous third-party tools.
‘s seamless integration with Gmail is useful for users heavily reliant on email interaction.
As an independent journalist, managing your hiring procedure and client relationships is critical to your success. deals a user-friendly and affordable service that effortlessly incorporates with Gmail, enabling you to streamline your operations and focus on your craft. While it might not have the sophisticated features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a writer, editor, or content 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 ventures.