As an experienced freelance reporter, I comprehend the obstacles of managing tasks, tracking leads, and supporting customer relationships. In this post, I will dive into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for newbies hey people welcome back in this video I will be showing you how to utilize Streak Crm Screenshots for your customer relations collaboration interaction and much more so let’s get into it firstly you need to go to streak.com and you will arrive at this website right here now is a type 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 amazing and I’ll reveal you how to do that as a complete novice it will assist you tailor a perfect procedure for your team and you will be able to get your work done now let’s in fact get into the procedure now is available as an extension and it’s entirely free so once you get to the site you’ll get this choice 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 on ADD extension and your extension will be included all right 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 sign in ensure to sign.
into the same Gmail that you have included 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 enable after adding this is what your Gmail will look like now you can see here in our simple you understand folders we are getting just recently seen all tracked e-mails and upgraded reply and after that we have this brand-new alternative 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 once again we have our Sports and working with so this is where we’ll go create a brand-new pipeline let’s really do that you will click on new pipeline here and we have different options 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 called pitched demo working out close phone closed uh you know then we have supporting alright then we have Fields so in fields we have a date of last email last email from lead Source priority market deal size business size close rate e-mail thread count days and state and keeps in mind so if you want to add another phase you will click on this Plus on top and you will give your stage a name let’s say that you really wished to produce another um you understand stage here for example let’s state I didn’t have no strings so I can create right here.
and you can provide it your color so we can actually choose various colors for each of the stages however I believe all of these are in fact currently created so this is really quite remarkable what I will do is I will really get rid of this one and if you seem like there is um I believe pitched and demonstration are kind of like the same thing we just go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact 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 phases 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 complimentary form a date check box fall General email e-mail tracking job calls and conferences so I do not 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 really missing out on and I’ll in fact rearrange and put the notes here okay e-mail thread count close date fine business’s size offer size and Business size okay let’s eliminate the business size and I’m gon na actually find something else within the basic where we have actually developed by date produced followers and more so I really wish to go for the produced.
by or maybe the followers because I want to keep track of my staff member that are actually following this so I will you understand 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 actually one of the most convenient and one of the most uh you understand flexible out there it’s really easy to use with templates we have projects too within my project once again if I didn’t want to choose these sales if I finished with projects then I can choose the project stages right here and once again the fields the procedure is going to be comparable you will select these stages from here on this plus button here and you can likewise provide it different 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 phases job search investor fundraising others realty support and customized So within our assistance you can see we have actually incoming assigned dealing with fixed and sound this is really pretty good and we likewise have customized where I can actually start something from the scratch totally according to my organization for me we just have the sales so I’m gon na choose the sales here and click develop private or.
shared so I will be sharing this with a staff member so I’m going to opt for 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 actually looks pretty good now I will be able to add my Lead Series so you can actually click this drop down and we have manage phase 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 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 brand-new and click get in so now you can see we have one lead produced let’s say that there is in fact 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 two we can actually open this up in a brand-new tab from here too but 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 contacted too there’s one working out so I’ll just simply click brand-new now once you develop a lead we can in fact click on this link and it will now open the various fields that we added so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we produced keep in mind and after that we have welcome colleagues so from here I can welcome the staff member we have add columns we have emails files and remarks you can switch to the emails and it will show you the e-mails that you got in files we can even publish files and then we have the remarks at the top here once 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 finished 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 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 select various leads from here the stages and we can perform bulk actions such as deleting and sharing as well uh one more thing with srix on top you will be able to see we have private option we have these 3 dots where we can discover these phases Integrations and automation this is one of the crucial ones click on this link and you’ll be able to actually integrate um other apps within yourr transfer data for notifications for automations custom develops and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they really quickly and produce our CSV files similarly now I can change to my various folders that we have here and I can create a brand-new pipeline we can change to our simple Gmail extremely easily from here and it will likewise show me the emails that I will be getting for my pipelines that I have actually developed we will even have our merge e-mails now with our so this is the merge email and with merge e-mail what takes place is I can really produce a follow-up emails and various storage e-mails here and we have active advises so utilizing is actually easy you can begin totally free by just adding the combination and now you know how to use as a complete newbie do not.
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 relates to. As an independent reporter, I’ve dealt with various customers, handled numerous projects at the same time, and maintained a substantial network of contacts. Juggling these obligations can be overwhelming, and I acknowledged the need for a central system to enhance my operations.
In my quest for a solution, I explored different platforms however found them to be either too complex or too pricey 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 client relationship management tool that seamlessly integrates with Gmail, making it ideal for self-employed reporters who greatly depend on email interaction. Here are some essential advantages of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Organization:.
allows you to track and arrange your emails effortlessly, providing you a clear introduction of your communications with customers, leads, and collaborators.
You can produce adjustable pipelines directly within your inbox, making it easy to keep an eye on the development and handle of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and handle your sales procedure from list building to project completion.
You can classify contacts, produce customized stages, set suggestions, and track interactions, guaranteeing that no chance slips through the fractures.
Seamless Collaboration and Teamwork:.
facilitates cooperation by allowing you to share pipelines and communicate with staff member within the platform.
You can designate tasks, share essential emails, and work together in real-time, boosting performance and guaranteeing everyone remains on the same page.
‘s versatile workflow system allows you to personalize your pipelines and automate repeated tasks.
You can create templates for common e-mail responses, schedule follow-ups, and established suggestions, saving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in independent journalism, uses advantages in terms of coding and software development. Here’s how:.
provides a robust API and substantial developer paperwork, making it simple to incorporate with other tools and develop customized options.
This versatility allows independent reporters with coding skills to extend the functionality of and tailor it to their particular needs.
Job Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to manage software advancement tasks, from ideation to deployment.
You can create custom-made phases for different advancement stages, designate jobs to team members, and track progress effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and easy-to-use functions, reducing the discovering curve.
Personalized pipelines and workflows to adapt to private requirements.
Collaborative features that improve teamwork and interaction.
Developer-friendly API for combination and customization.
Cost-efficient option for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for complete functionality, limiting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While deals substantial benefits for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more affordable solution, particularly for freelancers and small companies.
HubSpot has a complimentary version, but advanced features need a higher-tier paid subscription.
Functions and Complexity:.
provides a more extensive suite of features, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, using a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s smooth combination with Gmail is helpful for users heavily reliant on email interaction.
As a freelance journalist, managing your hiring process and client relationships is critical to your success. deals a user-friendly and economical service that flawlessly integrates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it might not have the sophisticated functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, material, or author 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 impact of Streak CRM in your freelance journalism undertakings.