As an experienced freelance reporter, I understand the difficulties of managing tasks, tracking leads, and nurturing customer relationships. In this post, I will delve into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for newbies hey men welcome back in this video I will be showing you how to use Connect Shared Inbox Streak Crm for your consumer relations cooperation interaction and a lot more so let’s enter it first of all you need to go to streak.com and you will arrive on this site right here now is a sort 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 truly remarkable and I’ll reveal you how to do that as a total novice it will assist you customize a best procedure for your team and you will be able to get your work done now let’s actually enter the procedure now is offered as an extension and it’s completely totally free so when you get to the site you’ll get this alternative here which is add to Chrome and you’re.
going to choose 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 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 simply check in make sure to sign.
into the exact same Gmail that you have actually 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 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 viewed all tracked emails and upgraded reply and then we have this 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 combines so you can see this resembles our brand-new dashboard for here I’ll have the ability to create a brand-new pipeline we have our sales orders sales once again we have our Sports and working with 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 various choices first off we have the stages so this is where you will select these stages for your pipeline and you can actually we have a lead called pitched demonstration negotiating close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority market deal 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 this Plus on top and you will offer your phase a name let’s state that you really wanted to create another um you understand stage here for instance 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 really pick different colors for each of the stages however I think all of these are actually currently developed so this is actually pretty outstanding what I will do is I will really 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 actually demo two what I’ll do is actually let’s eliminate the demo here and then we have negotiating 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 different fields that you desire so you will click this plus here and we have free type a date check box drop down General e-mail email tracking task calls and conferences 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 opt for this one here this is the field that was in fact missing and I’ll in fact reorganize and put the notes here alright email thread count close date fine business’s size offer size and Company size fine let’s get rid of the company size and I’m gon na in fact find something else within the basic where we have actually developed by date produced followers and more so I really want to opt for the created.
by or possibly the followers since I wish to keep an eye on my employee that are actually 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 offered within streak is actually one of the simplest and among the most uh you know versatile out there it’s extremely easy to use with design templates we have jobs too within my job once again if I didn’t want to choose these sales if I made with tasks then I can choose the job phases right here and once again the fields the procedure is going to be similar you will pick these phases from here on this plus button here and you can likewise offer it various different colors we also 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 stages task search investor fundraising others real estate assistance and custom-made So within our assistance you can see we have actually inbound assigned dealing with resolved and noise this is in fact respectable and we also have custom-made where I can in fact start something from the scratch absolutely according to my company for me we just have the sales so I’m gon na opt for the sales here and click produce 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 on develop now it will simply take a second for a street to produce a pipeline for me so you can see this in fact looks respectable now I will have the ability to add my Lead Series so you can in fact click this drop down and we have manage stage or relabel so as I proceed as I include different leads here what I I will do is I’ll just simply click and I’ll be able to include 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 new and click go into so now you can see we have actually one lead produced let’s state that there is in fact 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 include another lead let’s call it new 2 we can really open this up in a brand-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 2 leads then let’s state there was a gotten in touch with also there’s one negotiating so I’ll just merely click new now when you produce a lead we can in fact click on this link and it will now open the different fields that we included so this is a brand-new Elite that I developed and we have all of these various columns we have the fields that we produced remember and after that we have invite teammates so from here I can invite the staff member we have include columns we have emails files and comments you can switch to the e-mails and it will show you the emails that you got in files we can even publish files and after that 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.
accessories so this is how you create a lead within your as soon as you’re done with this you can in fact click go into 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 different leads from here the stages and we can carry out bulk actions such as erasing and sharing as well uh another thing with srix at the top you will be able to see we have private option we have these 3 dots where we can find these phases Combinations and automation this is among the important ones click here and you’ll be able to actually incorporate um other apps within yourr transfer data for notifications for automations customized develops and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and produce our CSV files similarly now I can switch to my different folders that we have here and I can create a new pipeline we can switch to our simple Gmail really quickly from here and it will also reveal me the emails that I will be receiving for my pipelines that I have actually developed we will even have our combine e-mails now with our so this is the merge e-mail and with merge e-mail what takes place is I can in fact develop a follow-up emails and various storage emails here and we have active instructs so utilizing is truly simple you can start free of charge by simply including the combination and now you understand how to utilize as a total newbie do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me offer some context about my profession and how it connects to. As an independent journalist, I have actually dealt with many clients, handled several tasks at the same time, and kept a substantial network of contacts. Juggling these duties can be overwhelming, and I acknowledged the need for a central system to simplify my operations.
In my mission for a solution, I explored various platforms but found them to be either too expensive or too intricate for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly integrates with Gmail, making it ideal for freelance journalists who greatly depend on email communication. Here are some crucial benefits of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Company:.
permits you to track and organize your emails easily, offering you a clear overview of your interactions with customers, leads, and partners.
You can develop customizable pipelines straight within your inbox, making it simple to keep an eye on the progress and handle of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and manage your sales procedure from list building to task completion.
You can categorize contacts, produce custom-made phases, set pointers, and track interactions, guaranteeing that no chance slips through the cracks.
Seamless Partnership and Team Effort:.
facilitates cooperation by allowing you to share pipelines and communicate with staff member within the platform.
You can assign jobs, share essential e-mails, and team up in real-time, enhancing efficiency and making sure everyone remains on the same page.
Customizable Workflows:.
‘s versatile workflow system enables you to tailor your pipelines and automate repeated tasks.
You can produce templates for common e-mail reactions, schedule follow-ups, and established tips, conserving you valuable time and effort.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, provides benefits in regards to coding and software development. Here’s how:.
Developer-Friendly Combination:.
supplies a robust API and substantial designer documents, making it easy to integrate with other tools and develop custom-made solutions.
This flexibility permits independent journalists with coding skills to extend the functionality of and customize it to their specific requirements.
Task Management for Software Development:.
‘s pipeline function can be adjusted to manage software application development jobs, from ideation to deployment.
You can develop custom-made phases for various advancement phases, designate tasks to staff member, and track progress efficiently.
Pros and Cons of
Pros:.
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive user interface and user friendly features, decreasing the finding out curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collective functions that improve team effort and communication.
Developer-friendly API for integration and customization.
Cost-effective service for freelancers and small companies.
Cons:.
Restricted reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation functions.
Reliance on Gmail for full functionality, limiting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While deals considerable advantages for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
Cost:.
offers a more economical option, especially for freelancers and small businesses.
HubSpot has a free variation, but advanced features require a higher-tier paid membership.
Features and Intricacy:.
supplies a more detailed suite of functions, consisting of sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, using a structured experience.
Combination:.
Both and incorporate with numerous third-party tools.
‘s smooth combination with Gmail is advantageous for users heavily reliant on e-mail communication.
Conclusion:.
As a self-employed journalist, handling your hiring process and client relationships is paramount to your success. deals a intuitive and inexpensive service that flawlessly incorporates with Gmail, allowing you to improve your operations and concentrate on your craft. While it might not have the innovative functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re an editor, writer, or content 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 effect of Streak CRM in your freelance journalism endeavors.