As a seasoned freelance reporter, I comprehend the challenges of handling jobs, tracking leads, and nurturing customer relationships. In this article, I will delve into the advantages of utilizing for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for novices hey men invite back in this video I will be showing you how to use Odoo Crm Vs Streak for your client relations cooperation interaction and much more so let’s enter it first off you need to go to streak.com and you will arrive at this site right here now is a type of CRM that we can add to our easy Gmail to turn our Gmail into our working Center 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 total novice it will help you personalize a best process for your group and you will be able to get your work done now let’s actually enter into the procedure now is available as an extension and it’s totally totally free so as soon as 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 on add 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 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 certain to sign.
into the exact same Gmail that you have included the uh you know streak to now it will ask you for your access and we’re gon na just scroll down and click on enable after adding this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting just recently seen all tracked emails and upgraded reply and then we have this 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 brand-new dashboard for here I’ll be able to produce a brand-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 actually do that you will click on brand-new pipeline here and we have different choices first of all we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have actually a lead contacted pitched demonstration working out close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern market deal size company size close rate email thread count days and state and keeps in mind so if you wish to add another stage you will click on this Plus on top and you will offer your phase a name let’s say that you really wished to develop another um you understand phase here for example let’s state I didn’t have no strings so I can produce right here.
and you can give it your color so we can in fact choose various colors for each of the stages however I think all of these are really currently developed so this is in fact pretty remarkable what I will do is I will actually eliminate this one and if you feel like there is um I think pitched and demo are sort of like the very same thing we just opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s eliminate the demo here and after that we have negotiating 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 different fields that you desire so you will click this plus here and we have complimentary type a date check box fall General e-mail e-mail 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 choose this one here this is the field that was really missing out on and I’ll in fact rearrange and put the notes here fine e-mail thread count close date fine company’s size deal size and Company size fine let’s get rid of the business size and I’m gon na in fact discover something else within the basic where we have actually produced by date produced fans and more so I in fact wish to choose the developed.
by or maybe the followers because I want to monitor my team members 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 lot of alternatives readily available within streak is actually among the easiest and one of the most uh you know flexible out there it’s really easy to use with templates we have jobs too within my job once again if I didn’t want to go for these sales if I finished with tasks then I can choose the task stages right here and again the fields the process is going to be comparable you will select these stages from here on this plus button here and you can likewise provide it various various colors we likewise have company Dev here you can see then we have employing so if you do working with then this is going to be your phases job search investor fundraising others real estate assistance and custom So within our support you can see we have actually incoming designated dealing with solved and sound this is actually respectable and we also have customized where I can really start something from the scratch completely according to my company for me we merely have the sales so I’m gon na go with the sales here and click on produce personal or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click on develop now it will just take a second for a street to create a pipeline for me so you can see this actually looks respectable now I will have the ability to add my Lead Series so you can really click this fall and we have manage phase or relabel so as I continue as I add various leads here what I I will do is I’ll just merely click and I’ll be able to include it click 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 on get in so now you can see we have actually one lead produced let’s say 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 add another lead let’s call it new two we can in fact open this up in a new tab from here too but I’m just for now I’m simply gon na work this way now you can see we have 2 leads then let’s state there was a gotten in touch with as well there’s one working out so I’ll just merely click on brand-new now when you create a lead we can in fact click here 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 developed keep in mind and then we have invite colleagues so from here I can welcome the team members we have add columns we have emails files and remarks you can change to the emails and it will show you the e-mails that you got in files we can even upload files and then 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.
attachments so this is how you develop a lead within your when you’re finished with this you can actually click enter and it will be closed now it will reveal you something like this we have all of our data gathered here and at the top we’re getting our account such as two leads one contacted 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 perform bulk actions such as deleting and sharing as well uh another thing with srix at the top you will have the ability to see we have private option we have these 3 dots where we can find these phases Combinations and automation this is one of the crucial ones click on this link and you’ll have the ability to really integrate um other apps within yourr transfer information for notices for automations custom-made builds and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they very easily and develop our CSV files similarly now I can change 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 e-mails that I will be receiving for my pipelines that I have produced we will even have our combine emails now with our so this is the merge email and with combine e-mail what takes place is I can really produce a follow-up e-mails and various storage emails here and we have active advises so utilizing is actually easy you can begin for free by simply including the combination and now you understand how to use as a complete novice don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me supply some context about my profession and how it connects to. As an independent reporter, I’ve dealt with numerous customers, handled multiple projects at the same time, and maintained a substantial network of contacts. Juggling these duties can be frustrating, and I acknowledged the requirement for a central system to simplify my operations.
In my mission for a solution, I checked out different platforms however discovered them to be either too intricate 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 client relationship management tool that effortlessly integrates with Gmail, making it ideal for freelance reporters who heavily depend on email interaction. Here are some essential advantages of using for your freelance journalism hiring procedure:.
User-friendly Email Tracking and Company:.
allows you to track and organize your emails easily, offering you a clear overview of your communications with customers, leads, and partners.
You can create personalized pipelines directly within your inbox, making it easy to manage and keep an eye on the progress of your tasks and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to visualize and manage your sales procedure from list building to project conclusion.
You can categorize contacts, develop customized phases, set reminders, and track interactions, making sure that no chance slips through the cracks.
Smooth Cooperation and Teamwork:.
assists in collaboration by enabling you to share pipelines and interact with team members within the platform.
You can designate jobs, share important e-mails, and team up in real-time, improving productivity and ensuring everybody remains on the same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repeated jobs.
You can develop templates for typical e-mail reactions, schedule follow-ups, and set up suggestions, saving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, uses advantages in regards to coding and software advancement. Here’s how:.
offers a robust API and substantial developer paperwork, making it easy to integrate with other tools and construct custom services.
This flexibility allows independent reporters with coding skills to extend the performance of and tailor it to their particular needs.
Job Management for Software Application Development:.
‘s pipeline function can be adapted to handle software application advancement jobs, from ideation to implementation.
You can produce customized phases for various development stages, appoint jobs to staff member, and track development efficiently.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Instinctive interface and easy-to-use features, decreasing the learning curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collaborative features that enhance team effort and communication.
Developer-friendly API for combination and customization.
Cost-effective solution for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for full performance, restricting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While offers substantial benefits for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more affordable solution, particularly for freelancers and small businesses.
HubSpot has a totally free version, but advanced functions need a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more thorough suite of features, consisting of advanced marketing automation and analytics.
concentrates on simplicity and ease of use, providing a streamlined experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is advantageous for users heavily reliant on e-mail communication.
As a freelance reporter, handling your hiring process and client relationships is vital to your success. deals a intuitive and affordable solution that seamlessly integrates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it might not have the innovative functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a author, editor, or content creator, can empower you to take control of your freelance journalism profession by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.