As a skilled freelance journalist, I comprehend the challenges of managing tasks, tracking leads, and supporting customer relationships. In this post, I will dig into the benefits of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for newbies hey guys invite back in this video I will be revealing you how to utilize Chrome Streak Crm Extention for your consumer relations cooperation communication and far more so let’s enter into it firstly you require to go to streak.com and you will arrive on this website right here now is a kind of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is really amazing and I’ll show you how to do that as a total novice it will assist you customize a best process for your team and you will have the ability to get your work done now let’s really get into the procedure now is offered as an extension and it’s entirely complimentary so once you get to the website you’ll get this choice here which is add 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 contribute to Chrome click on ADD extension and your extension will be added all right it’s done and now it is adding 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 make certain to sign.
into the very 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 on enable after adding this is what your Gmail will look like now you can see here in our basic you know folders we are getting recently seen all tracked emails and updated reply and after that we have this 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 resembles our new control panel for here I’ll have the ability to produce a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go develop a brand-new pipeline let’s really do that you will click on new pipeline here and we have various alternatives to start with we have the stages so this is where you will select these phases for your pipeline and you can in fact we have actually a lead called pitched demonstration 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 offer size business size close rate e-mail thread count days and state and keeps in mind so if you want to include another stage you will click this Plus on top and you will offer your phase a name let’s state that you really wanted to create another um you know stage here for example let’s say I didn’t have no strings so I can create right here.
and you can give it your color so we can actually choose various colors for each of the stages however I believe all of these are really currently developed so this is actually pretty outstanding what I will do is I will in fact eliminate this one and if you feel like there is um I think 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 actually demo 2 what I’ll do is actually let’s eliminate the demonstration here and after that we have working out 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 this plus here and we have free type 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 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 okay e-mail thread count close date all right business’s size offer size and Business size all right let’s get rid of the company size and I’m gon na actually find something else within the basic where we have actually developed by date developed fans and more so I in fact wish to opt for the developed.
by or possibly the followers since I wish to keep track of 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 desired for my pipeline now you can see there are a great deal of options available within streak is really one of the easiest and among the most uh you understand versatile out there it’s extremely easy to use with templates we have jobs too within my job again if I didn’t want to go for these sales if I made with projects then I can opt for the job stages right here and once again the fields the procedure is going to be similar you will choose these phases from here on this plus button here and you can likewise give it different various colors we likewise have company Dev here you can see then we have hiring so if you do hiring then this is going to be your stages task search financier fundraising others property assistance and custom So within our support you can see we have actually inbound assigned dealing with dealt with and sound this is really respectable and we also have custom-made where I can in fact start something from the scratch completely according to my organization for me we just have the sales so I’m gon na opt for the sales here and click on produce personal or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click on create now it will simply take a 2nd for a street to create a pipeline for me so you can see this actually looks pretty good now I will be able to include my Lead Series so you can really click this drop down and we have manage phase or rename so as I proceed as I add different leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click on the top here include a box so click on 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 on enter so now you can see we have actually one lead created let’s state that there is in fact 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 brand-new two we can actually 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 2 leads then let’s state there was a gotten in touch with too there’s one working out so I’ll just merely click on new now as soon as you develop a lead we can in fact click here and it will now open up the various fields that we included so this is a new Elite that I developed and we have all of these various columns we have the fields that we developed 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 change to the emails and it will reveal 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 conference notes and we even have our.
accessories so this is how you produce a lead within your once you’re made 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 pick 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 on top you will have the ability to see we have private choice we have these 3 dots where we can discover these phases Integrations and automation this is among the essential ones click here and you’ll be able to actually incorporate um other apps within yourr transfer information for notices for automations custom constructs 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 produce our CSV files similarly now I can switch to my different folders that we have here and I can create a brand-new pipeline we can change to our simple Gmail really quickly from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have actually developed we will even have our combine emails now with our so this is the combine email and with merge email what happens is I can actually create a follow-up e-mails and different storage emails here and we have active advises so using is actually easy you can begin free of charge by simply adding the integration and now you know how to use as a total beginner don’t.
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 an independent reporter, I have actually dealt with various customers, managed multiple tasks at the same time, and kept an extensive network of contacts. Juggling these obligations can be frustrating, and I recognized the need for a central system to simplify my operations.
In my mission for a solution, I checked out numerous platforms but discovered them to be either too expensive 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 customer relationship management tool that perfectly incorporates with Gmail, making it perfect for self-employed reporters who greatly rely on e-mail interaction. Here are some essential advantages of using for your freelance journalism employing process:.
Intuitive Email Tracking and Organization:.
allows you to track and organize your emails easily, offering you a clear overview of your interactions with clients, leads, and collaborators.
You can create personalized pipelines directly within your inbox, making it easy to manage and keep track of the development of your projects and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and manage your sales process from list building to task completion.
You can categorize contacts, produce custom phases, set reminders, and track interactions, guaranteeing that no chance slips through the fractures.
Smooth Partnership and Team Effort:.
facilitates partnership by allowing you to share pipelines and communicate with employee within the platform.
You can assign tasks, share crucial e-mails, and collaborate in real-time, improving performance and ensuring everybody remains on the same page.
Customizable Workflows:.
‘s flexible workflow system enables you to tailor your pipelines and automate repeated jobs.
You can produce design templates for common email reactions, schedule follow-ups, and set up tips, conserving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, provides benefits in terms of coding and software advancement. Here’s how:.
Developer-Friendly Integration:.
offers a robust API and extensive designer documentation, making it simple to integrate with other tools and develop custom-made services.
This flexibility enables self-employed journalists with coding skills to extend the functionality of and customize it to their particular needs.
Task Management for Software Development:.
‘s pipeline function can be adapted to handle software advancement tasks, from ideation to implementation.
You can produce custom-made phases for different advancement phases, designate jobs to team members, and track progress effectively.
Pros and Cons of
Pros:.
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive user interface and easy-to-use functions, minimizing the learning curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collaborative features that enhance teamwork and interaction.
Developer-friendly API for combination and modification.
Cost-efficient service for freelancers and small businesses.
Cons:.
Restricted reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation functions.
Dependence on Gmail for complete performance, restricting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
Cost:.
provides a more budget-friendly solution, specifically for freelancers and small businesses.
HubSpot has a complimentary variation, but advanced features need a higher-tier paid membership.
Functions and Complexity:.
supplies a more comprehensive suite of features, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, offering a structured experience.
Combination:.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is useful for users heavily reliant on e-mail interaction.
Conclusion:.
As a self-employed reporter, handling your hiring process and client relationships is critical to your success. offers a cost effective and instinctive option that effortlessly incorporates with Gmail, enabling you to enhance your operations and focus on your craft. While it may not have the sophisticated functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a content, editor, or writer creator, can empower you to take control of your freelance journalism profession by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.