As a skilled freelance reporter, I comprehend the difficulties of handling tasks, tracking leads, and supporting customer relationships. In this post, I will dive into the advantages of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey men welcome back in this video I will be showing you how to utilize Crm Cards Streak for your client relations partnership interaction and much more so let’s enter into it first off you require to go to streak.com and you will arrive on this site right here now is a sort of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is actually fantastic and I’ll show you how to do that as a total novice it will assist you personalize a best procedure for your group and you will have the ability to get your work done now let’s really enter the procedure now is readily available as an extension and it’s completely free so when you get to the site you’ll get this choice here which is contribute 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 contribute to Chrome click ADD extension and your extension will be included 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 make certain to sign.
into the very same Gmail that you have actually included the uh you know streak to now it will ask you for your gain access to and we’re gon na just scroll down and click enable after adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting just recently viewed all tracked emails and upgraded reply and after that we have this brand-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 merges 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 once again we have our Sports and employing so this is where we’ll go develop a brand-new pipeline let’s really 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 actually a lead called pitched demonstration negotiating close phone closed uh you understand then we have nurturing fine then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority industry offer size company size close rate e-mail thread count days and state and keeps in mind so if you want to add another stage you will click on this Plus on top and you will give your phase a name let’s say that you really wanted to produce another um you understand phase 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 in fact choose various colors for each of the stages however I think all of these are in fact already developed so this is really pretty outstanding what I will do is I will in fact get rid of this one and if you seem like there is um I believe pitched and demo are type of like the exact same thing we simply choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s get rid of the demonstration 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 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 kind a date check box drop down General e-mail e-mail tracking task calls and conferences 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 opt for this one here this is the field that was really missing and I’ll in fact rearrange and put the notes here okay email thread count close date all right business’s size offer size and Company size all right let’s eliminate the business size and I’m gon na in fact find something else within the basic where we have actually developed by date created fans and more so I in fact want to opt for the created.
by or maybe the followers due to the fact that I want to monitor my staff member that are actually following this so I will you understand 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 great deal of choices readily available within streak is actually one of the simplest 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 job again if I didn’t wish to opt for these sales if I made with jobs then I can opt for the task stages right here and once again the fields the process is going to be comparable you will pick these phases from here on this plus button here and you can also give it different different colors we likewise have company Dev here you can see then we have employing so if you do employing then this is going to be your stages job search investor fundraising others real estate support and customized So within our assistance you can see we have inbound appointed working on fixed and sound this is in fact respectable and we likewise have custom where I can in fact start something from the scratch absolutely according to my service for me we simply have the sales so I’m gon na opt for the sales here and click develop personal or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click create now it will simply take a second for a street to develop a pipeline for me so you can see this really looks pretty good now I will be able to include my Lead Series so you can in fact click on this fall and we have manage phase or relabel so as I continue as I include 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 ADD box here and I’m going to include a box in the lead section here and let’s just call it brand-new and click enter so now you can see we have one lead produced 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 really open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work this way now you can see we have 2 leads then let’s say there was a contacted also there’s one negotiating so I’ll just simply click brand-new now as soon as you produce a lead we can actually click on this link and it will now open up the different fields that we included so this is a new Elite that I produced and we have all of these different columns we have the fields that we created keep in mind and then we have welcome teammates so from here I can welcome the employee we have include columns we have e-mails files and remarks you can switch to the e-mails and it will reveal you the emails that you got in files we can even upload files and then we have the remarks at the top here again we have the call log we have our conference notes and we even have our.
accessories so this is how you develop a lead within your when you’re made 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 gathered 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 pick various leads from here the stages and we can perform bulk actions such as erasing and sharing too uh one more thing with srix on top you will have the ability to see we have personal alternative we have these 3 dots where we can find these stages Combinations and automation this is one of the essential ones click on this link and you’ll have the ability to actually incorporate um other apps within yourr transfer data for notices for automations custom-made develops and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really easily and develop our CSV files likewise now I can change to my different folders that we have here and I can develop a new pipeline we can switch to our simple Gmail really easily from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have actually created we will even have our combine emails now with our so this is the combine email and with combine email what happens is I can actually produce a follow-up emails and various storage emails here and we have active advises so utilizing is really simple you can start for free by just adding the combination and now you know how to utilize as a total newbie do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me supply some context about my profession and how it associates with. As an independent reporter, I’ve worked with various clients, managed multiple jobs concurrently, and kept a substantial network of contacts. Juggling these duties can be overwhelming, and I acknowledged the requirement for a centralized system to enhance my operations.
In my quest for an option, I explored different platforms however discovered 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 consumer relationship management tool that seamlessly incorporates with Gmail, making it perfect for independent reporters who greatly rely on e-mail communication. Here are some crucial benefits of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Company:.
allows you to track and arrange your e-mails easily, offering you a clear overview of your interactions with customers, leads, and collaborators.
You can create customizable pipelines directly within your inbox, making it simple to manage and monitor the progress of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to envision and handle your sales process from list building to job completion.
You can categorize contacts, create custom stages, set suggestions, and track interactions, guaranteeing that no chance slips through the fractures.
Smooth Collaboration and Team Effort:.
helps with cooperation by permitting you to share pipelines and communicate with employee within the platform.
You can appoint tasks, share important emails, and collaborate in real-time, improving efficiency and ensuring everybody stays on the exact same page.
‘s flexible workflow system enables you to tailor your pipelines and automate repeated jobs.
You can create design templates for typical email reactions, schedule follow-ups, and set up reminders, saving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, uses benefits in terms of coding and software development. Here’s how:.
offers a robust API and comprehensive developer documents, making it simple to integrate with other tools and build custom-made solutions.
This versatility enables self-employed journalists with coding skills to extend the functionality of and customize it to their particular requirements.
Task Management for Software Application Development:.
‘s pipeline feature can be adjusted to manage software application development projects, from ideation to deployment.
You can develop customized stages for various development stages, assign tasks to team members, and track development efficiently.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive interface and user friendly functions, reducing the learning curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collective features that boost team effort and interaction.
Developer-friendly API for combination and personalization.
Economical solution for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation functions.
Reliance on Gmail for complete functionality, restricting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more inexpensive option, particularly for freelancers and small companies.
HubSpot has a totally free version, but advanced features require a higher-tier paid membership.
Features and Intricacy:.
provides a more comprehensive suite of functions, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is beneficial for users heavily reliant on email communication.
As an independent journalist, handling your hiring procedure and client relationships is paramount to your success. deals a intuitive and affordable solution that flawlessly integrates with Gmail, allowing you to streamline your operations and focus on your craft. While it may not have the advanced functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re an editor, material, or author creator, can empower you to take control of your freelance journalism profession by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.