As an experienced freelance reporter, I understand the obstacles of managing jobs, tracking leads, and nurturing client relationships. In this article, I will dive into the advantages of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for novices hey people welcome back in this video I will be revealing you how to use Surveymonkey Streak Crm for your client relations cooperation communication and far more so let’s enter into it firstly you require to go to streak.com and you will land on this website right here now is a kind of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is really fantastic and I’ll reveal you how to do that as a total beginner it will help you tailor a perfect procedure for your group and you will be able to get your work done now let’s really enter the process now is readily available as an extension and it’s completely complimentary so once you get to the site you’ll get this option 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 on add to Chrome click ADD extension and your extension will be included alright 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 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 enable after including this is what your Gmail will look like now you can see here in our simple you know folders we are getting just recently seen all tracked emails and updated 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 is like our new control panel 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 hiring so this is where we’ll go produce a new pipeline let’s actually do that you will click brand-new pipeline here and we have different alternatives firstly we have the stages so this is where you will pick these phases for your pipeline and you can actually we have a lead gotten in touch with pitched demo negotiating close phone closed uh you understand then we have supporting all right then we have Fields so in fields we have a date of last e-mail last email from lead Source concern industry deal size company size close rate email thread count days and state and notes so if you want to include another phase you will click on this Plus on top and you will give your stage a name let’s state that you actually wished to create another um you understand phase here for instance let’s state I didn’t have no strings so I can create right here.
and you can offer it your color so we can in fact pick different colors for each of the stages but I believe all of these are really already created so this is really pretty outstanding 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 type of like the very same thing we simply opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is in fact let’s get rid of the demo here and then we have working out with negotiating I can choose 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 totally free form a date check box fall General email email tracking task calls and meetings 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 out on and I’ll actually rearrange and put the notes here okay e-mail thread count close date alright business’s size offer size and Business size alright let’s get rid of the company size and I’m gon na really find something else within the general where we have actually produced by date created followers and more so I in fact wish to go for the developed.
by or perhaps the followers due to the fact that I want to keep an eye on my team members that are in fact following this so I will you understand 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 great deal of choices available within streak is in fact one of the easiest and among the most uh you know versatile out there it’s really easy to use with design templates we have tasks too within my job again if I didn’t want to choose these sales if I made with tasks then I can opt for the job stages right here and once again the fields the process is going to be similar you will pick these stages from here on this plus button here and you can likewise provide it different various colors we also have service 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 financier fundraising others real estate support and custom So within our support you can see we have inbound assigned dealing with resolved and noise this is really respectable and we also have custom where I can really start something from the scratch absolutely according to my company for me we merely have the sales so I’m gon na opt for the sales here and click on create private or.
shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click produce now it will just 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 include my Lead Series so you can in fact click this drop down and we have manage phase or rename so as I proceed as I include 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 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 enter so now you can see we have actually one lead developed let’s state that there is really closed one so I’m going to include 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 actually open this up in a 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 2 leads then let’s say there was a called too there’s one negotiating so I’ll just simply click on brand-new now as soon as you create a lead we can really click here and it will now open up the various fields that we included so this is a new Elite that I created and we have all of these various columns we have the fields that we created keep in mind and then we have welcome colleagues so from here I can welcome the team members we have include columns we have e-mails files and remarks you can switch to the emails and it will reveal you the emails that you got in files we can even upload files and then we have the comments 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 as soon as 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 information collected here and at the top we’re getting our account such as 2 leads one called 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 perform bulk actions such as deleting and sharing too uh another thing with srix at the top you will be able to see we have personal option we have these 3 dots where we can discover these stages Integrations and automation this is one of the important ones click here and you’ll have the ability to actually integrate um other apps within yourr transfer data for alerts for automations customized develops and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they extremely easily and develop our CSV files likewise now I can switch to my various folders that we have here and I can produce a new pipeline we can change to our simple Gmail extremely quickly from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have developed we will even have our combine e-mails now with our so this is the merge e-mail and with merge email what takes place is I can in fact develop a follow-up emails and various storage emails here and we have active advises so using is truly simple you can begin free of charge by simply adding the combination and now you know how to utilize as a complete newbie do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me provide some context about my career and how it associates with. As a self-employed journalist, I have actually dealt with many customers, handled several tasks at the same time, and maintained a comprehensive network of contacts. Balancing these obligations can be frustrating, and I acknowledged the need for a central system to streamline my operations.
In my mission for an option, I checked out various platforms however found them to be either too intricate or too costly 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 flawlessly incorporates with Gmail, making it ideal for freelance reporters who greatly rely on e-mail communication. Here are some essential advantages of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Company:.
allows you to track and arrange your emails effortlessly, giving you a clear summary of your interactions with customers, leads, and collaborators.
You can produce adjustable pipelines directly within your inbox, making it easy to handle and keep an eye on the development of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to envision and manage your sales procedure from list building to job completion.
You can classify contacts, develop custom phases, set pointers, and track interactions, making sure that no opportunity slips through the cracks.
Seamless Cooperation and Team Effort:.
helps with partnership by allowing you to share pipelines and interact with employee within the platform.
You can assign tasks, share essential e-mails, and work together in real-time, improving productivity and ensuring everyone remains on the same page.
‘s flexible workflow system enables you to customize your pipelines and automate repeated jobs.
You can produce design templates for common e-mail responses, schedule follow-ups, and set up tips, saving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, provides advantages in regards to coding and software application advancement. Here’s how:.
offers a robust API and extensive developer documents, making it easy to incorporate with other tools and develop customized services.
This versatility permits freelance reporters with coding skills to extend the performance of and customize it to their particular requirements.
Job Management for Software Development:.
‘s pipeline function can be adjusted to handle software application advancement jobs, from ideation to deployment.
You can create custom-made stages for various advancement phases, appoint tasks to employee, and track development efficiently.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and user friendly functions, decreasing the finding out curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collective functions that enhance teamwork and interaction.
Developer-friendly API for integration and customization.
Affordable solution for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation functions.
Dependence on Gmail for complete performance, limiting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While deals significant benefits for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
offers a more budget-friendly service, especially for freelancers and small companies.
HubSpot has a totally free version, however advanced functions need a higher-tier paid subscription.
Features and Intricacy:.
provides a more extensive suite of features, including innovative marketing automation and analytics.
concentrates on simplicity and ease of use, offering a structured experience.
Both and integrate with numerous third-party tools.
‘s seamless integration with Gmail is advantageous for users heavily reliant on e-mail communication.
As an independent journalist, handling your hiring process and client relationships is vital to your success. deals a intuitive and cost effective solution that effortlessly incorporates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it might not have the sophisticated features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a content, editor, or writer creator, can empower you to take control of your freelance journalism profession by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.