As a seasoned freelance reporter, I comprehend the challenges of managing tasks, tracking leads, and supporting client relationships. In this short article, I will dig into the advantages of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for novices hey men welcome back in this video I will be showing you how to utilize Streak Crm Advantages for your customer relations partnership interaction and a lot more so let’s get into it firstly you require to go to streak.com and you will arrive on this website right here now is a type of CRM that we can contribute 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 remarkable and I’ll show you how to do that as a total novice it will help you customize a best process for your group and you will have the ability to get your work done now let’s really enter the process now is offered as an extension and it’s entirely totally free so once 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 on ADD extension and your extension will be added fine 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 simply check in make sure to sign.
into the same Gmail that you have added the uh you understand streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click permit after including this is what your Gmail will appear like now you can see here in our basic you know folders we are getting just 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 combines so you can see this resembles our new dashboard for here I’ll be able to develop 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 create a brand-new pipeline let’s really do that you will click on brand-new pipeline here and we have various alternatives first of all we have the stages so this is where you will pick these phases for your pipeline and you can actually we have a lead called pitched demonstration working out close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority industry deal size company size close rate email thread count days and state and keeps in mind so if you wish to include another stage you will click on this Plus on top and you will provide your phase a name let’s say that you really wished to create another um you understand stage here for example let’s state I didn’t have no strings so I can create right here.
and you can offer it your color so we can really select different colors for each of the stages but I believe all of these are in fact currently developed so this is really pretty excellent what I will do is I will in fact get rid of this one and if you seem like there is um I think pitched and demonstration are type of like the 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 in fact let’s get rid of 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 various fields that you want so you will click on this plus here and we have totally free kind 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 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 in fact rearrange and put the notes here okay e-mail thread count close date fine business’s size offer size and Company size alright let’s eliminate the business size and I’m gon na in fact find something else within the basic where we have produced by date created followers and more so I really want to go for the produced.
by or perhaps the fans due to the fact that I want to monitor my team members that are in fact following this so I will you know 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 options readily available within streak is actually one of the most convenient and among the most uh you understand flexible out there it’s really easy to use with templates we have projects too within my project again if I didn’t want to opt for these sales if I made with tasks then I can choose the task stages right here and once 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 likewise provide it different different colors we likewise have service Dev here you can see then we have hiring so if you do working with then this is going to be your stages task search financier fundraising others property assistance and customized So within our assistance you can see we have incoming designated working on solved and sound this is actually respectable and we likewise have customized where I can in fact start something from the scratch absolutely according to my organization for me we merely have the sales so I’m gon na choose the sales here and click on 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 on create now it will just take a second for a street to develop a pipeline for me so you can see this actually looks pretty good now I will have the ability to include my Lead Series so you can actually click on this fall and we have handle stage or rename so as I proceed as I include different leads here what I I will do is I’ll just simply click and I’ll be able to include it click the top here add a box so click on 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 enter so now you can see we have actually 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 add another lead let’s call it new two we can actually open this up in a new tab from here too but I’m just for now I’m just gon na work in this manner now you can see we have two leads then let’s say there was a called also there’s one negotiating so I’ll just merely click on new now when you develop 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 created remember and then we have welcome teammates so from here I can welcome the staff member we have add columns we have e-mails files and remarks you can change to the e-mails 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 conference notes and we even have our.
attachments so this is how you create a lead within your when you’re done with this you can in fact click get in 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 contacted 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 perform bulk actions such as erasing and sharing also uh another thing with srix on top you will be able to see we have private alternative we have these three dots where we can discover these phases Integrations and automation this is among the essential ones click on this link and you’ll have the ability to in fact integrate um other apps within yourr transfer information for alerts 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 extremely quickly and produce our CSV files similarly now I can change to my different folders that we have here and I can produce a brand-new pipeline we can change to our simple Gmail very easily from here and it will likewise reveal me the e-mails that I will be getting 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 email what takes place is I can actually develop a follow-up emails and different storage e-mails here and we have active instructs so utilizing is really easy you can begin free of charge by just adding the integration and now you know how to utilize as a complete novice do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me provide some context about my profession and how it associates with. As a self-employed reporter, I’ve worked with numerous clients, managed multiple projects simultaneously, and kept a substantial network of contacts. Balancing these responsibilities can be frustrating, and I recognized the requirement for a centralized system to enhance my operations.
In my mission for a solution, I checked out different platforms but found them to be either too complicated or too expensive for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly incorporates with Gmail, making it ideal for self-employed reporters who heavily depend on e-mail communication. Here are some essential advantages of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Organization:.
allows you to track and arrange your emails effortlessly, providing you a clear introduction of your interactions with clients, leads, and collaborators.
You can create customizable pipelines straight within your inbox, making it easy to handle and keep track of the progress of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and manage your sales procedure from list building to project conclusion.
You can categorize contacts, produce custom stages, set reminders, and track interactions, making sure that no opportunity slips through the cracks.
Seamless Partnership and Teamwork:.
facilitates cooperation by permitting you to share pipelines and interact with team members within the platform.
You can appoint tasks, share essential e-mails, and work together in real-time, enhancing performance and guaranteeing everybody remains on the very same page.
Personalized Workflows:.
‘s flexible workflow system allows you to customize your pipelines and automate repeated tasks.
You can develop templates for typical email responses, schedule follow-ups, and established tips, conserving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, uses advantages in terms of coding and software application advancement. Here’s how:.
Developer-Friendly Combination:.
supplies a robust API and comprehensive designer documentation, making it simple to incorporate with other tools and build custom solutions.
This versatility enables independent reporters with coding abilities to extend the functionality of and tailor it to their particular needs.
Job Management for Software Advancement:.
‘s pipeline function can be adapted to manage software application advancement jobs, from ideation to implementation.
You can create customized stages for various advancement phases, assign tasks to employee, and track development efficiently.
Advantages and disadvantages of
Pros:.
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
User-friendly interface and easy-to-use functions, lessening the finding out curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collective features that boost teamwork and interaction.
Developer-friendly API for combination and customization.
Cost-effective option for freelancers and small companies.
Cons:.
Restricted reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation functions.
Dependence on Gmail for complete functionality, limiting compatibility with other email providers.
Contrast with HubSpot CRM:.
While deals considerable advantages for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
Expense:.
uses a more inexpensive solution, specifically for freelancers and small businesses.
HubSpot has a free variation, but advanced features require a higher-tier paid membership.
Features and Intricacy:.
offers a more detailed suite of features, including sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, offering a structured experience.
Integration:.
Both and incorporate with numerous third-party tools.
‘s smooth integration with Gmail is useful for users heavily reliant on email interaction.
Conclusion:.
As a self-employed reporter, handling your hiring process and client relationships is vital to your success. offers a instinctive and economical service that perfectly integrates with Gmail, allowing you to enhance your operations and focus on your craft. While it may not have the sophisticated functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re an editor, content, or writer creator, can empower you to take control of your freelance journalism profession by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.