As a skilled freelance reporter, I comprehend the challenges of managing jobs, tracking leads, and supporting client relationships. In this post, I will delve into the advantages 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 newbies hey men invite back in this video I will be showing you how to use Streak Crm Linkedin Sales Navigator for your consumer relations partnership interaction and a lot more so let’s get into it first of all 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 basic Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is truly incredible and I’ll reveal you how to do that as a total novice it will help you personalize an ideal procedure for your team and you will have the ability to get your work done now let’s actually enter the process now is offered as an extension and it’s entirely totally free so once you get to the website you’ll get this alternative 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 add to Chrome click on ADD extension and your extension will be included alright it’s done and now it is contributing 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 ensure to sign.
into the exact same Gmail that you have actually included the uh you understand streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click on enable after including this is what your Gmail will appear like now you can see here in our simple you know folders we are getting recently seen all tracked e-mails and upgraded reply and then we have this brand-new choice 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 is like our new control panel for here I’ll have the ability to develop a 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 in fact do that you will click new pipeline here and we have various alternatives first off we have the stages so this is where you will choose these phases for your pipeline and you can actually we have actually a lead called pitched demo working out close phone closed uh you understand then we have nurturing all right then we have Fields so in fields we have a date of last email last e-mail from lead Source concern industry deal 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 this Plus on top and you will give your phase a name let’s state that you really wanted to develop 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 choose different colors for each of the stages but I believe all of these are actually already developed so this is in fact quite outstanding what I will do is I will actually eliminate this one and if you feel like there is um I believe pitched and demonstration are kind of like the very same thing we just choose the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s eliminate the demo here and after that we have negotiating with negotiating I can choose 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 various fields that you want so you will click this plus here and we have complimentary kind a date check box fall General email email tracking job calls and conferences 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 actually missing out on and I’ll actually reorganize and put the notes here all right e-mail thread count close date fine company’s size offer size and Business size okay let’s get rid of the company size and I’m gon na in fact find something else within the basic where we have actually developed by date created followers and more so I in fact want to go for the created.
by or perhaps the followers due to the fact that I want to keep track of my staff member that are actually following this so I will you know put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a lot of alternatives offered within streak is really one of the most convenient and among the most uh you know flexible out there it’s very easy to use with templates we have jobs too within my project once again if I didn’t want to choose these sales if I did with projects then I can opt for the project stages right here and once again the fields the procedure is going to be similar you will select these phases from here on this plus button here and you can likewise offer it various various colors we also have organization Dev here you can see then we have hiring so if you do employing then this is going to be your phases job search financier fundraising others real estate support and custom-made So within our support you can see we have actually inbound designated working on resolved and sound this is really respectable and we likewise have custom-made where I can actually start something from the scratch totally according to my company for me we simply have the sales so I’m gon na go with the sales here and click on develop 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 produce now it will simply take a 2nd for a street to develop a pipeline for me so you can see this in fact looks respectable now I will have the ability to add my Lead Series so you can in fact click on 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 have the ability to add it click on the top here include 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 get in so now you can see we have actually one lead created let’s say 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 include another lead let’s call it new two we can in fact open this up in a brand-new tab from here too however I’m just for now I’m just gon na work in this manner now you can see we have two leads then let’s say there was a gotten in touch with as well there’s one working out so I’ll just simply click new now when you produce a lead we can in fact click here and it will now open the various 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 created remember and after that we have welcome teammates so from here I can welcome the staff member we have add columns we have emails files and comments you can switch to the emails and it will show you the e-mails that you got in files we can even submit files and after that we have the comments at the top here once 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 once you’re finished with this you can really click go into and it will be closed now it will show you something like this we have all of our information 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 select different leads from here the stages and we can carry out bulk actions such as deleting and sharing too uh another thing with srix on top you will be able to see we have private alternative we have these three dots where we can discover these stages Integrations and automation this is among the crucial ones click on this link and you’ll have the ability to in fact integrate um other apps within yourr transfer information for notifications for automations custom-made builds and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they extremely quickly and create our CSV files similarly now I can switch to my various folders that we have here and I can create a new pipeline we can switch to our simple Gmail extremely quickly 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 combine e-mail and with merge email what takes place is I can really create a follow-up e-mails and different storage emails here and we have active instructs so using is really easy you can begin for free by just adding the integration and now you know how to utilize as a total newbie do not.
My Journey as a Freelance Reporter:.
Prior to 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 worked with various customers, handled multiple projects all at once, and preserved a substantial network of contacts. Juggling these duties can be overwhelming, and I acknowledged the need for a central system to enhance my operations.
In my quest for a solution, I checked out different platforms but discovered them to be either too intricate or too costly for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly incorporates with Gmail, making it perfect for independent journalists who heavily count on e-mail interaction. Here are some crucial benefits of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Organization:.
enables you to track and organize your emails effortlessly, giving you a clear introduction of your interactions with customers, leads, and collaborators.
You can create personalized pipelines straight within your inbox, making it easy to monitor the development and handle of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to picture and manage your sales process from lead generation to job completion.
You can categorize contacts, develop custom phases, set pointers, and track interactions, making sure that no chance slips through the fractures.
Seamless Collaboration and Teamwork:.
helps with collaboration by permitting you to share pipelines and communicate with staff member within the platform.
You can assign jobs, share important emails, and collaborate in real-time, boosting productivity and ensuring everybody stays on the exact same page.
Adjustable Workflows:.
‘s versatile workflow system allows you to tailor your pipelines and automate recurring tasks.
You can produce templates for common e-mail actions, schedule follow-ups, and established suggestions, saving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, provides advantages in regards to coding and software advancement. Here’s how:.
Developer-Friendly Combination:.
offers a robust API and extensive developer documentation, making it simple to incorporate with other tools and construct custom-made services.
This versatility allows independent journalists with coding skills to extend the functionality of and tailor it to their specific requirements.
Task Management for Software Application Development:.
‘s pipeline function can be adjusted to handle software application development tasks, from ideation to deployment.
You can develop custom-made stages for different advancement stages, designate jobs to staff member, and track development efficiently.
Benefits and drawbacks of
Pros:.
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Instinctive user interface and user friendly features, lessening the discovering curve.
Customizable pipelines and workflows to adjust to private requirements.
Collaborative features that improve team effort and communication.
Developer-friendly API for combination and modification.
Cost-effective service for freelancers and small companies.
Cons:.
Minimal reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for complete performance, limiting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While deals considerable benefits for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
Expense:.
uses a more cost effective solution, particularly for freelancers and small businesses.
HubSpot has a complimentary variation, however advanced features need a higher-tier paid subscription.
Functions and Intricacy:.
offers a more comprehensive suite of features, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Integration:.
Both and incorporate with various third-party tools.
‘s seamless integration with Gmail is useful for users greatly reliant on e-mail interaction.
Conclusion:.
As a freelance reporter, managing your hiring procedure and client relationships is critical to your success. offers a user-friendly and affordable service that effortlessly incorporates with Gmail, allowing you to simplify your operations and focus on your craft. While it may not have the advanced functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a writer, editor, or material creator, can empower you to take control of your freelance journalism profession by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.