As a seasoned freelance reporter, I comprehend the obstacles of handling tasks, tracking leads, and supporting client relationships. In this post, I will delve into the benefits 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 novices hey guys invite back in this video I will be showing you how to utilize How To Use Streak Sales Crm For B2C for your consumer relations partnership communication and a lot more so let’s get into it to start with you need to go to streak.com and you will arrive at this site right here now is a sort of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is truly incredible and I’ll show you how to do that as a total novice it will assist you tailor an ideal process for your team and you will be able to get your work done now let’s really enter the procedure now is readily available as an extension and it’s entirely complimentary so once you get to the site you’ll get this option 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 on ADD extension and your extension will be included okay 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 sure to sign.
into the very same Gmail that you have actually added the uh you know streak to now it will ask you for your access and we’re gon na merely scroll down and click permit after adding this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting just recently viewed all tracked emails and upgraded 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 resembles our new dashboard for here I’ll have the ability to create a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go produce a brand-new pipeline let’s actually do that you will click brand-new pipeline here and we have various options first off we have the stages so this is where you will pick these phases for your pipeline and you can really we have actually a lead contacted 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 email last e-mail from lead Source top priority market offer size company size close rate e-mail thread count days and state and notes so if you wish to include another stage you will click this Plus at the top and you will give your phase a name let’s say that you in fact wished to develop another um you understand phase here for example let’s say I didn’t have no strings so I can create right here.
and you can offer it your color so we can actually choose different colors for each of the stages however I think all of these are in fact currently developed so this is actually quite impressive what I will do is I will in fact 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 just go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s get rid of the demo 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 various fields that you desire so you will click on this plus here and we have totally free type a date check box drop down General email e-mail tracking job 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 really missing and I’ll in fact rearrange and put the notes here all right e-mail thread count close date alright business’s size offer size and Company size fine let’s get rid of the company size and I’m gon na really find something else within the basic where we have created by date produced fans and more so I in fact want to opt for the developed.
by or possibly the followers since I wish to keep track of my employee that are really 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 options offered within streak is really among the most convenient and one of the most uh you understand flexible out there it’s really easy to use with design templates we have jobs too within my task again if I didn’t want to opt for these sales if I did with jobs then I can opt for the task phases right here and once again the fields the process is going to be similar you will select these phases from here on this plus button here and you can likewise offer it different various 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 phases task search financier fundraising others real estate support and custom-made So within our assistance you can see we have incoming designated dealing with dealt with and noise this is in fact pretty good and we likewise have custom where I can actually start something from the scratch absolutely according to my service for me we simply have the sales so I’m gon na go with the sales here and click on develop private or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click develop now it will simply take a 2nd for a street to create a pipeline for me so you can see this actually 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 handle 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 include it click the top here include a box so click ADD box here and I’m going to add a box in the lead section here and let’s simply call it new and click on go into so now you can see we have one lead created let’s say that there is actually 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 2 we can in fact open this up in a brand-new tab from here too but I’m just for now I’m just gon na work this way now you can see we have 2 leads then let’s state there was a contacted as well there’s one working out so I’ll just simply click new now once 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 brand-new Elite that I produced and we have all of these various columns we have the fields that we created remember and after that we have welcome teammates so from here I can welcome the employee we have include columns we have e-mails files and comments you can change to the emails and it will show you the emails that you got in files we can even publish files and then we have the comments at the top here again we have the call log we have our conference notes and we even have our.
attachments so this is how you develop a lead within your as soon as you’re finished with this you can in fact click on 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 2 leads one gotten in touch with 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 carry out bulk actions such as deleting and sharing also uh one more thing with srix at the top you will be able to see we have private option we have these three dots where we can find these phases Combinations and automation this is among the important ones click on this link and you’ll have the ability to in fact incorporate um other apps within yourr transfer data for notifications for automations custom-made develops and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really easily and create our CSV files similarly now I can change to my different folders that we have here and I can create a brand-new pipeline we can change to our easy Gmail really easily from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have actually produced we will even have our combine e-mails now with our so this is the combine email and with merge email what happens is I can in fact create a follow-up e-mails and different storage e-mails here and we have active instructs so using is actually simple you can begin totally free by simply including the integration and now you understand how to utilize as a complete novice don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me supply some context about my career and how it associates with. As a freelance journalist, I have actually dealt with many customers, managed numerous tasks simultaneously, and preserved a substantial network of contacts. Juggling these obligations can be overwhelming, and I recognized the requirement for a centralized system to enhance my operations.
In my mission for a solution, I explored various platforms however discovered them to be either too complex or too expensive 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 seamlessly incorporates with Gmail, making it ideal for freelance journalists who greatly depend on e-mail interaction. Here are some essential benefits of using for your freelance journalism employing process:.
Intuitive Email Tracking and Organization:.
permits you to track and organize your e-mails effortlessly, offering you a clear introduction of your communications with customers, leads, and collaborators.
You can develop adjustable pipelines straight within your inbox, making it easy to handle and keep an eye on the development of your projects and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to visualize and handle your sales process from lead generation to job completion.
You can categorize contacts, develop custom-made stages, set pointers, and track interactions, guaranteeing that no opportunity slips through the cracks.
Seamless Collaboration and Teamwork:.
facilitates cooperation by permitting you to share pipelines and interact with staff member within the platform.
You can designate tasks, share crucial e-mails, and collaborate in real-time, improving performance and making sure everyone stays on the same page.
‘s versatile workflow system allows you to customize your pipelines and automate recurring jobs.
You can create design templates for typical e-mail actions, schedule follow-ups, and established suggestions, conserving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, uses benefits in terms of coding and software advancement. Here’s how:.
offers a robust API and extensive designer documents, making it simple to incorporate with other tools and develop custom-made solutions.
This versatility allows freelance reporters with coding abilities to extend the functionality of and tailor it to their particular requirements.
Task Management for Software Development:.
‘s pipeline function can be adjusted to handle software development tasks, from ideation to release.
You can develop custom-made phases for different advancement stages, designate tasks to staff member, and track progress effectively.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and easy-to-use features, lessening the discovering curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collaborative features that enhance team effort and interaction.
Developer-friendly API for integration and modification.
Economical service for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation functions.
Dependence on Gmail for complete functionality, limiting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While deals considerable advantages for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more affordable solution, especially for freelancers and small businesses.
HubSpot has a complimentary version, but advanced functions require a higher-tier paid subscription.
Features and Intricacy:.
provides a more detailed suite of features, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, using a structured experience.
Both and incorporate with different third-party tools.
‘s seamless combination with Gmail is useful for users greatly reliant on e-mail communication.
As a self-employed reporter, managing your hiring process and customer relationships is vital to your success. deals a cost effective and user-friendly option that seamlessly integrates with Gmail, allowing you to simplify your operations and focus on your craft. While it might not have the advanced features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a writer, content, or editor developer, can empower you to take control of your freelance journalism career by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.