As a seasoned freelance reporter, I comprehend the challenges of managing projects, tracking leads, and nurturing customer relationships. In this article, I will delve into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for newbies hey guys invite back in this video I will be revealing you how to utilize How To Use Streaks Crm for your customer relations collaboration interaction and much more so let’s get into it first of all you need to go to streak.com and you will arrive at 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 Center and we can actually turn our Gmail into a platform which is really remarkable and I’ll reveal you how to do that as a complete newbie it will help you personalize a best process for your group and you will have the ability to get your work done now let’s really enter the procedure now is offered as an extension and it’s completely complimentary so as soon as you get to the website you’ll get this choice here which is add to Chrome and you’re.
going to pick 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 okay 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 simply sign in ensure to sign.
into the same Gmail that you have actually added 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 enable after including this is what your Gmail will look like now you can see here in our easy you know folders we are getting recently viewed all tracked emails and updated reply and then 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 combines so you can see this is like 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 new pipeline let’s actually do that you will click on new pipeline here and we have different alternatives first off we have the stages so this is where you will choose these phases for your pipeline and you can actually we have a lead gotten in touch with pitched demo negotiating 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 e-mail from lead Source concern industry offer size business size close rate e-mail thread count days and state and keeps in mind so if you wish to add another stage you will click this Plus at the top and you will give your stage a name let’s state that you actually wished to create another um you understand phase here for instance let’s say I didn’t have no strings so I can develop right here.
and you can offer it your color so we can in fact choose different colors for each of the stages but I think all of these are really already created so this is actually quite impressive what I will do is I will actually get rid of this one and if you feel like there is um I think pitched and demonstration are type of like the very same thing we simply opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s eliminate the demonstration 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 want so you will click on this plus here and we have free type a date check box drop down General e-mail email tracking task calls and meetings 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 choose this one here this is the field that was actually missing out on and I’ll actually rearrange and put the notes here okay e-mail thread count close date fine business’s size deal size and Business size all right let’s eliminate the company size and I’m gon na in fact discover something else within the basic where we have developed by date created followers and more so I really wish to opt for the developed.
by or maybe the fans due to the fact that I want to track my staff member that are in fact following this so I will you know 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 lot of choices available within streak is in fact among the simplest and among the most uh you know flexible out there it’s very easy to use with templates we have tasks too within my job once again if I didn’t want to go for these sales if I did with projects then I can choose the project stages right here and again the fields the procedure is going to be comparable you will pick these phases from here on this plus button here and you can also provide it different different colors we likewise have service Dev here you can see then we have working with so if you do hiring then this is going to be your phases task search investor fundraising others realty assistance and custom-made So within our assistance you can see we have actually incoming designated working on solved and noise this is in fact respectable and we likewise have custom-made where I can actually start something from the scratch absolutely according to my company for me we simply have the sales so I’m gon na opt for the sales here and click create private or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click create now it will just take a 2nd for a street to create a pipeline for me so you can see this really looks respectable now I will have the ability to include my Lead Series so you can in fact click on this drop down and we have handle stage or rename so as I proceed as I add various leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click the top here add a box so click ADD box here and I’m going to add a box in the lead area here and let’s simply call it brand-new and click on get in so now you can see we have one lead created let’s state that there is actually closed one so I’m going to add 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 new tab from here too but I’m just for now I’m just gon na work by doing this now you can see we have 2 leads then let’s say there was a called too there’s one negotiating so I’ll just merely click on new now as soon as you create a lead we can really click on this link and it will now open the various fields that we included so this is a new Elite that I created 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 invite the staff member we have add columns we have emails files and comments you can change to the emails and it will reveal you the emails that you got in files we can even submit files and then we have the comments at the top here again we have the call log we have our meeting notes and we even have our.
attachments so this is how you produce a lead within your when you’re made with this you can in fact click on 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 contacted 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 erasing and sharing also uh one more thing with srix on top you will have the ability to see we have personal option we have these three dots where we can find these phases Integrations and automation this is among the crucial ones click on this link and you’ll be able to really incorporate um other apps within yourr transfer data for notices for automations custom constructs and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they really quickly and create our CSV files likewise now I can change to my different folders that we have here and I can produce a new pipeline we can change to our easy Gmail extremely quickly from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have created we will even have our combine e-mails now with our so this is the merge email and with combine e-mail what occurs is I can actually develop a follow-up emails and different storage e-mails here and we have active advises so utilizing is actually simple you can start for free by just adding the combination and now you know how to use as a complete newbie don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me supply some context about my profession and how it relates to. As a self-employed reporter, I have actually dealt with various clients, handled several jobs at the same time, and maintained an extensive network of contacts. Balancing these obligations can be frustrating, and I recognized the need for a central system to enhance my operations.
In my quest for a solution, I checked out various platforms but found them to be either too complex or too pricey for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly integrates with Gmail, making it perfect for freelance reporters who greatly count on e-mail interaction. Here are some crucial benefits of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Organization:.
enables you to track and arrange your emails effortlessly, providing you a clear overview of your interactions with clients, leads, and collaborators.
You can develop adjustable pipelines straight within your inbox, making it easy to keep an eye on the progress and handle of your projects and jobs.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to visualize and manage your sales procedure from list building to task completion.
You can categorize contacts, develop custom phases, set reminders, and track interactions, guaranteeing that no opportunity slips through the fractures.
Seamless Cooperation and Teamwork:.
facilitates collaboration by permitting you to share pipelines and communicate with employee within the platform.
You can assign tasks, share important e-mails, and collaborate in real-time, boosting efficiency and making sure everybody remains on the exact same page.
‘s flexible workflow system enables you to tailor your pipelines and automate recurring tasks.
You can develop templates for common email reactions, schedule follow-ups, and set up reminders, conserving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, uses benefits in regards to coding and software development. Here’s how:.
provides a robust API and extensive designer documents, making it easy to incorporate with other tools and construct custom services.
This flexibility permits independent journalists with coding skills to extend the functionality of and customize it to their particular needs.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to handle software advancement tasks, from ideation to release.
You can create custom stages for various advancement stages, appoint tasks to employee, and track progress efficiently.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
User-friendly user interface and user friendly functions, minimizing the discovering curve.
Customizable pipelines and workflows to adapt to private requirements.
Collective features that improve team effort and interaction.
Developer-friendly API for integration and personalization.
Economical service for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Reliance on Gmail for full functionality, limiting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While deals substantial benefits for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
offers a more affordable solution, specifically for freelancers and small businesses.
HubSpot has a free variation, however advanced features require a higher-tier paid subscription.
Features and Complexity:.
supplies a more thorough suite of functions, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, offering a structured experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is helpful for users heavily reliant on e-mail interaction.
As a self-employed journalist, handling your hiring procedure and client relationships is paramount to your success. offers a instinctive and budget friendly option that flawlessly incorporates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it may not have the advanced functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re an editor, content, or writer 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 undertakings.