As a seasoned freelance reporter, I understand the difficulties of managing tasks, tracking leads, and supporting client relationships. In this post, I will delve into the advantages of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for beginners hey people welcome back in this video I will be revealing you how to use Export From Streak Crm To Badger Maps for your customer relations cooperation communication and far more so let’s enter into it to start with you need to go to streak.com and you will arrive on this website right here now is a sort of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is really incredible and I’ll reveal you how to do that as a complete newbie it will assist you customize an ideal process for your team and you will be able to get your work done now let’s in fact enter the procedure now is available as an extension and it’s entirely complimentary so when you get to the website you’ll get this option 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 on contribute to Chrome click ADD extension and your extension will be included fine it’s done and now it is contributing 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 sure to sign.
into the exact 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 merely scroll down and click on enable after including this is what your Gmail will look like now you can see here in our basic you understand folders we are getting recently viewed all tracked e-mails and updated reply and then 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 merges so you can see this is like our new dashboard 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 hiring so this is where we’ll go develop a brand-new pipeline let’s in fact do that you will click on brand-new pipeline here and we have different options to start with we have the stages so this is where you will select these stages for your pipeline and you can really we have actually a lead gotten in touch with pitched demo working out 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 email last email from lead Source concern market deal 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 at the top and you will offer your phase a name let’s state that you really wished to develop 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 provide it your color so we can actually choose different colors for each of the stages but I think all of these are really already developed so this is actually quite outstanding what I will do is I will actually get rid of this one and if you seem like there is um I believe pitched and demo are kind of like the exact same thing we simply go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s eliminate the demo here and then we have negotiating 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 various fields that you want so you will click this plus here and we have free type a date check box fall General email email tracking job 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 really rearrange and put the notes here fine email thread count close date all right company’s size offer size and Business size fine let’s get rid of the company size and I’m gon na actually find something else within the general where we have developed by date developed fans and more so I really wish to go for the created.
by or possibly the fans because I wish to monitor my team members 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 desired for my pipeline now you can see there are a great deal of options readily available within streak is in fact among the most convenient and one of the most uh you understand flexible out there it’s extremely easy to use with design templates we have jobs too within my project once again if I didn’t want to opt for these sales if I did with jobs then I can opt for the job phases right here and again the fields the process is going to be similar you will choose these phases from here on this plus button here and you can likewise provide it different various 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 task search investor fundraising others property assistance and custom So within our assistance you can see we have actually incoming designated dealing with fixed and sound this is in fact respectable and we likewise have custom where I can actually start something from the scratch absolutely according to my organization for me we just have the sales so I’m gon na choose the sales here and click on produce personal or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click develop now it will just take a second for a street to produce a pipeline for me so you can see this really looks pretty good now I will have the ability to include my Lead Series so you can actually click on this drop down and we have handle stage or relabel so as I continue 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 include a box so click on ADD box here and I’m going to include a box in the lead section here and let’s just call it new and click on get in so now you can see we have actually one lead created 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 new I’m going to add another lead let’s call it new two we can really open this up in a new tab from here too however I’m just for now I’m simply gon na work by doing this now you can see we have 2 leads then let’s state there was a contacted as well there’s one negotiating so I’ll just merely click brand-new now once you produce a lead we can in fact click on this link and it will now open up the various fields that we included so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we produced keep in mind and after that we have welcome teammates so from here I can invite the employee we have add columns we have e-mails files and remarks you can change to the emails and it will show you the emails that you got in files we can even upload files and after that we have the comments 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 as soon as you’re made with this you can in fact click enter and it will be closed now it will show you something like this we have all of our data collected here and at the top we’re getting our account such as two leads one gotten in touch with 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 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 personal choice we have these 3 dots where we can discover these stages Combinations and automation this is one of the crucial ones click here and you’ll have the ability to in fact incorporate um other apps within yourr transfer data for notices 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 information they very 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 switch to our easy Gmail really easily from here and it will also show me the emails that I will be getting for my pipelines that I have produced we will even have our merge emails now with our so this is the combine e-mail and with merge email what takes place is I can really develop a follow-up e-mails and various storage emails here and we have active advises so utilizing is actually simple you can get going totally free by just including the integration and now you understand how to utilize as a complete beginner don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me supply some context about my profession and how it connects to. As a freelance reporter, I’ve worked with various customers, handled numerous jobs all at once, and preserved an extensive network of contacts. Juggling these duties can be frustrating, and I recognized the need for a central system to improve my operations.
In my quest for a solution, I explored different platforms but found them to be either too pricey or too complex for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly integrates with Gmail, making it ideal for freelance journalists who heavily rely on e-mail interaction. Here are some key benefits of using for your freelance journalism employing process:.
User-friendly Email Tracking and Organization:.
permits you to track and arrange your emails easily, offering you a clear overview of your interactions with customers, leads, and partners.
You can produce personalized pipelines directly within your inbox, making it simple to handle and monitor the development of your projects and jobs.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and manage your sales procedure from lead generation to task completion.
You can categorize contacts, create custom-made phases, set tips, and track interactions, ensuring that no opportunity slips through the fractures.
Seamless Collaboration and Team Effort:.
helps with cooperation by permitting you to share pipelines and interact with staff member within the platform.
You can assign tasks, share crucial emails, and work together in real-time, improving performance and ensuring everybody remains on the same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repeated tasks.
You can create design templates for typical e-mail responses, schedule follow-ups, and set up tips, conserving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, provides advantages in terms of coding and software application development. Here’s how:.
supplies a robust API and substantial developer paperwork, making it easy to incorporate with other tools and develop customized options.
This flexibility allows self-employed reporters with coding abilities to extend the functionality of and customize it to their specific needs.
Job Management for Software Advancement:.
‘s pipeline feature can be adapted to handle software application advancement jobs, from ideation to deployment.
You can produce custom phases for various development stages, designate jobs to team members, and track progress effectively.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly user interface and easy-to-use features, reducing the finding out curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collective features that enhance teamwork and communication.
Developer-friendly API for combination and personalization.
Cost-effective solution for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for full functionality, restricting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While offers substantial benefits for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more economical service, specifically for freelancers and small companies.
HubSpot has a complimentary version, however advanced functions need a higher-tier paid subscription.
Functions and Intricacy:.
offers a more comprehensive suite of features, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, offering a streamlined experience.
Both and integrate with numerous third-party tools.
‘s seamless combination with Gmail is beneficial for users greatly reliant on e-mail interaction.
As an independent reporter, handling your hiring process and client relationships is vital to your success. deals a instinctive and economical solution that effortlessly incorporates with Gmail, allowing you to simplify your operations and focus on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re an editor, author, or material creator, can empower you to take control of your freelance journalism career by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.