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 benefits of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for novices hey men welcome back in this video I will be showing you how to use Streak Crm News for your customer relations partnership interaction and much more so let’s get into it firstly you need to go to streak.com and you will land on this site right here now is a kind of CRM that we can add 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 fantastic and I’ll show you how to do that as a total beginner it will help you customize a perfect procedure for your group and you will be able to get your work done now let’s in fact get into the process now is readily available as an extension and it’s completely complimentary so as soon as you get to the site you’ll get this choice here which is add 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 contribute to Chrome click ADD extension and your extension will be added okay 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 sign in make certain to sign.
into the 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 simply scroll down and click enable after including this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting just recently seen all tracked emails and upgraded reply and after that 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 brand-new control panel for here I’ll be able to produce a brand-new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go produce a new pipeline let’s actually do that you will click on new pipeline here and we have various choices first of all we have the stages so this is where you will choose these stages for your pipeline and you can really we have actually a lead gotten in touch with pitched demo working out close phone closed uh you understand then we have nurturing alright then we have Fields so in fields we have a date of last email last e-mail from lead Source priority industry offer size company size close rate email thread count days and state and notes so if you wish to include another stage you will click this Plus on top and you will offer your stage a name let’s say that you in fact wished to create another um you know phase here for instance 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 actually choose different colors for each of the stages but I think all of these are really already developed so this is actually pretty remarkable what I will do is I will actually get rid of this one and if you feel like there is um I believe pitched and demonstration are kind of like the very same thing we simply 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 demo here and then 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 various fields that you desire so you will click this plus here and we have free kind a date check box drop down General e-mail email tracking job 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 really reorganize and put the notes here alright email thread count close date all right business’s size offer size and Business size fine let’s eliminate the company size and I’m gon na in fact find something else within the general where we have actually produced by date developed followers and more so I actually want to go for the developed.
by or perhaps the followers since I wish to track 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 great deal of choices offered within streak is actually among the most convenient and among the most uh you know flexible out there it’s very easy to use with design templates we have tasks too within my project once again if I didn’t wish to go for these sales if I did with projects then I can go with the job stages 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 also offer it different different colors we likewise have business Dev here you can see then we have working with so if you do working with 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 assigned dealing with dealt with and sound this is actually respectable and we likewise have custom-made where I can really start something from the scratch totally according to my organization for me we simply have the sales so I’m gon na opt for the sales here and click on create personal or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click on create now it will simply take a 2nd for a street to develop a pipeline for me so you can see this actually looks respectable now I will have the ability to include my Lead Series so you can in fact click this fall and we have manage stage or relabel so as I continue as I add different 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 add a box in the lead section here and let’s simply call it new and click on enter so now you can see we have one lead developed let’s state that there is really 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 two we can really open this up in a new tab from here too however 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 state there was a called also there’s one working out so I’ll just merely click new now once you create a lead we can actually click on this link and it will now open the different 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 produced remember and after that we have welcome teammates so from here I can invite the employee we have add columns we have emails files and comments you can switch to the e-mails and it will reveal you the emails 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 conference notes and we even have our.
attachments so this is how you create a lead within your once you’re made with this you can actually click on enter and it will be closed now it will show you something like this we have all of our data collected here and at the top we’re getting our account such as two leads one contacted 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 also uh another thing with srix at the top you will have the ability to see we have personal alternative we have these 3 dots where we can find these phases Combinations and automation this is among the crucial ones click on this link and you’ll be able to in fact integrate um other apps within yourr transfer data for alerts for automations custom builds and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely quickly and create our CSV files likewise now I can change to my different folders that we have here and I can produce a brand-new pipeline we can change to our basic Gmail very easily from here and it will also reveal me the emails that I will be receiving for my pipelines that I have actually created we will even have our merge e-mails now with our so this is the combine email and with combine email what takes place is I can really produce a follow-up emails and various storage emails here and we have active instructs so utilizing is truly simple you can get going for free by simply adding the combination and now you know how to use as a total novice don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me provide some context about my career and how it connects to. As a freelance reporter, I have actually worked with many clients, managed several jobs concurrently, and maintained an extensive network of contacts. Juggling these duties can be overwhelming, and I acknowledged the need for a centralized system to improve my operations.
In my quest for a solution, I explored various platforms however discovered 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 consumer relationship management tool that seamlessly incorporates with Gmail, making it perfect for freelance journalists who greatly rely on e-mail communication. Here are some key advantages of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Organization:.
allows you to track and organize your emails effortlessly, offering you a clear overview of your communications with customers, leads, and partners.
You can produce personalized pipelines straight within your inbox, making it easy to keep track of the development and manage of your assignments and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and handle your sales process from lead generation to job conclusion.
You can classify contacts, create customized stages, set tips, and track interactions, making sure that no chance slips through the fractures.
Smooth Partnership and Team Effort:.
helps with collaboration by enabling you to share pipelines and interact with team members within the platform.
You can assign jobs, share essential emails, and team up in real-time, boosting efficiency and making sure everybody stays on the very same page.
‘s versatile workflow system enables you to tailor your pipelines and automate recurring jobs.
You can create design templates for common e-mail reactions, schedule follow-ups, and established pointers, saving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, uses benefits in regards to coding and software application advancement. Here’s how:.
provides a robust API and extensive designer paperwork, making it simple to integrate with other tools and develop customized solutions.
This versatility allows independent journalists with coding skills to extend the performance of and tailor it to their specific requirements.
Task Management for Software Application Advancement:.
‘s pipeline function can be adjusted to handle software application development projects, from ideation to implementation.
You can create custom-made phases for different development stages, appoint jobs to employee, and track development effectively.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive interface and easy-to-use features, decreasing the finding out curve.
Personalized pipelines and workflows to adjust to private requirements.
Collective features that improve team effort and communication.
Developer-friendly API for combination and personalization.
Cost-effective service for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation functions.
Reliance on Gmail for complete functionality, restricting compatibility with other email providers.
Contrast with HubSpot CRM:.
While deals significant benefits for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
uses a more budget-friendly solution, particularly for freelancers and small businesses.
HubSpot has a free variation, however advanced functions need a higher-tier paid subscription.
Features and Complexity:.
offers a more extensive suite of features, consisting of sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, providing a streamlined experience.
Both and incorporate with different third-party tools.
‘s smooth combination with Gmail is advantageous for users greatly reliant on e-mail interaction.
As a freelance reporter, managing your hiring procedure and client relationships is critical to your success. offers a instinctive and affordable service that perfectly integrates with Gmail, allowing you to improve your operations and focus on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a material, author, or editor creator, can empower you to take control of your freelance journalism career by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.