As a skilled freelance reporter, I comprehend the obstacles of handling jobs, tracking leads, and nurturing client relationships. In this article, I will dig into the advantages of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for beginners hey men invite back in this video I will be showing you how to use Streak Crm Reminders for your client relations collaboration communication and a lot more so let’s enter into it to start with you require to go to streak.com and you will arrive at 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 actually turn our Gmail into a platform which is really fantastic and I’ll show you how to do that as a complete newbie it will assist you personalize a perfect procedure for your group and you will be able to get your work done now let’s really enter the procedure now is offered as an extension and it’s completely free so once you get to the website 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 on contribute to Chrome click ADD extension and your extension will be added okay it’s done and now it is adding 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 just check in ensure to sign.
into the very same Gmail that you have added the uh you know streak to now it will ask you for your access and we’re gon na just scroll down and click on allow after adding this is what your Gmail will appear like now you can see here in our basic you know folders we are getting recently viewed all tracked emails and upgraded reply and then we have this new option 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 is like our new control panel 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 hiring so this is where we’ll go produce a brand-new pipeline let’s in fact do that you will click on new pipeline here and we have various options to start with we have the stages so this is where you will select these stages for your pipeline and you can in fact we have a lead contacted pitched demo negotiating close phone closed uh you understand then we have nurturing alright then we have Fields so in fields we have a date of last e-mail last email from lead Source concern industry offer size company size close rate email thread count days and state and keeps in mind so if you want to include another stage you will click on this Plus at the top and you will offer your stage a name let’s state that you actually wanted to develop another um you know stage here for example let’s say I didn’t have no strings so I can develop right here.
and you can provide it your color so we can actually select various colors for each of the stages but I think all of these are actually already developed so this is actually quite impressive what I will do is I will really eliminate this one and if you seem like there is um I believe pitched and demo are kind of like the very same thing we simply go with the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s eliminate the demonstration here and then we have negotiating 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 desire so you will click on this plus here and we have totally free form a date check box fall General e-mail email tracking task calls and conferences so I don’t see anything for the course and conferences here so I’m gon na go here and we have call log account last call log and more so I’m gon na opt for this one here this is the field that was actually missing and I’ll in fact rearrange and put the notes here alright email thread count close date alright company’s size deal size and Business size okay let’s eliminate the company size and I’m gon na in fact discover something else within the general where we have actually developed by date developed followers and more so I really want to choose the produced.
by or possibly the fans due to the fact that I want to monitor my team members that are in fact following this so I will you know put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a lot of alternatives readily available within streak is actually one of the easiest and one of the most uh you know flexible out there it’s really easy to use with templates we have jobs too within my task once again if I didn’t wish to go for these sales if I did with tasks then I can opt for the job stages right here and once again the fields the procedure is going to be similar you will pick these stages from here on this plus button here and you can also offer it various different colors we also have organization Dev here you can see then we have employing so if you do working with then this is going to be your stages task search investor fundraising others realty support and custom-made So within our assistance you can see we have actually inbound appointed working on solved and sound this is actually pretty good and we likewise have customized where I can in fact start something from the scratch absolutely according to my service for me we merely have the sales so I’m gon na opt for the sales here and click on develop private or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click on create now it will simply take a second for a street to produce a pipeline for me so you can see this really looks respectable now I will have the ability to add my Lead Series so you can actually click this drop down and we have handle stage or rename so as I proceed as I add various leads here what I I will do is I’ll just merely click and I’ll have the ability to include 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 simply call it brand-new and click go into so now you can see we have one lead produced 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 brand-new I’m going to add another lead let’s call it brand-new two we can really 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 gotten in touch with also there’s one negotiating so I’ll just merely click brand-new now when you create a lead we can really click here and it will now open the various fields that we added so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we created keep in mind and after that we have invite teammates so from here I can invite the employee we have add columns we have e-mails files and comments you can change to the emails and it will reveal you the e-mails that you got in files we can even submit files and then we have the comments 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 create a lead within your when you’re done with this you can in fact click enter and it will be closed now it will reveal you something like this we have all of our information collected 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 various leads from here the stages and we can carry out bulk actions such as deleting and sharing as well uh one more 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 discover these stages Combinations and automation this is among the essential ones click here and you’ll have the ability to really integrate um other apps within yourr transfer information for notifications for automations customized develops and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and create our CSV files likewise now I can switch to my different folders that we have here and I can produce a brand-new pipeline we can change to our easy Gmail extremely easily from here and it will also reveal me the emails that I will be receiving for my pipelines that I have developed we will even have our merge e-mails now with our so this is the combine email and with combine 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 advises so using is really simple you can get going free of charge by just adding the combination and now you understand how to use as a total novice don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me supply some context about my profession and how it connects to. As a self-employed journalist, I have actually dealt with many customers, managed numerous projects at the same time, and preserved a substantial network of contacts. Balancing these duties can be overwhelming, and I recognized the need for a central system to improve my operations.
In my quest for a solution, I checked out various platforms however found them to be either too complex or too expensive for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly incorporates with Gmail, making it perfect for freelance reporters who heavily rely on email communication. Here are some crucial advantages of using for your freelance journalism working with process:.
Intuitive Email Tracking and Organization:.
enables you to track and organize your emails easily, offering you a clear summary of your communications with customers, leads, and collaborators.
You can produce personalized pipelines directly within your inbox, making it easy to keep track of the development and manage of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and handle your sales procedure from lead generation to task completion.
You can categorize contacts, produce custom-made stages, set suggestions, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Collaboration and Team Effort:.
helps with partnership by allowing you to share pipelines and interact with employee within the platform.
You can designate jobs, share crucial e-mails, and collaborate in real-time, boosting productivity and ensuring everybody remains on the very same page.
‘s versatile workflow system enables you to customize your pipelines and automate repeated tasks.
You can create templates for typical email actions, schedule follow-ups, and set up tips, saving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, provides benefits in terms of coding and software advancement. Here’s how:.
provides a robust API and comprehensive developer paperwork, making it simple to integrate with other tools and construct customized solutions.
This versatility permits independent reporters with coding abilities to extend the functionality of and tailor it to their specific needs.
Task Management for Software Application Development:.
‘s pipeline feature can be adjusted to manage software advancement jobs, from ideation to deployment.
You can create custom-made phases for various development stages, assign tasks to staff member, and track development efficiently.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
Instinctive interface and user friendly functions, decreasing the discovering curve.
Customizable pipelines and workflows to adjust to private requirements.
Collaborative functions that enhance teamwork and interaction.
Developer-friendly API for integration and modification.
Affordable option for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for complete functionality, limiting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
uses a more economical service, especially for freelancers and small businesses.
HubSpot has a free variation, however advanced features need a higher-tier paid membership.
Features and Complexity:.
offers a more thorough suite of features, consisting of innovative marketing automation and analytics.
concentrates on simplicity and ease of use, providing a streamlined experience.
Both and incorporate with different third-party tools.
‘s seamless integration with Gmail is beneficial for users greatly reliant on email communication.
As an independent journalist, managing your hiring process and customer relationships is paramount to your success. offers a budget-friendly and instinctive option that seamlessly incorporates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a content, editor, or writer creator, can empower you to take control of your freelance journalism career 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.