As a seasoned freelance reporter, I comprehend the difficulties of handling jobs, tracking leads, and supporting client relationships. In this post, I will dig into the advantages of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for novices hey people invite back in this video I will be showing you how to use Streak Crm And Xero for your client relations partnership interaction and much more so let’s enter it to start with 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 basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is truly incredible and I’ll show you how to do that as a total beginner it will assist you tailor a perfect process for your team and you will have the ability to get your work done now let’s in fact enter into the procedure now is offered as an extension and it’s entirely complimentary so when you get to the site 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 add to Chrome click ADD extension and your extension will be added 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 merely check in make sure to sign.
into the exact same Gmail that you have included the uh you know streak to now it will ask you for your gain access to and we’re gon na just scroll down and click enable after including this is what your Gmail will look like now you can see here in our basic you know folders we are getting recently seen all tracked emails and upgraded reply and after that 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 merges so you can see this resembles our brand-new dashboard for here I’ll be able to create a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go develop a brand-new pipeline let’s actually do that you will click new pipeline here and we have different options firstly we have the stages so this is where you will choose these phases for your pipeline and you can really we have a lead gotten in touch with pitched demonstration negotiating close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last email last e-mail from lead Source priority industry offer size business size close rate e-mail thread count days and state and notes so if you wish to add another stage you will click on this Plus on top and you will provide your phase a name let’s say that you actually wanted to produce another um you understand phase here for example let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can in fact pick different colors for each of the stages however I think all of these are really currently developed so this is really quite remarkable what I will do is I will actually eliminate this one and if you seem like there is um I think pitched and demo are kind of like the very same thing we simply choose the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s eliminate the demo 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 phases then I will scroll down to the fields here with each pipeline what are the different fields that you want so you will click this plus here and we have totally free form a date check box fall General e-mail email tracking task calls and meetings 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 in fact rearrange and put the notes here okay email thread count close date all right company’s size offer size and Company size alright let’s get rid of the business size and I’m gon na really discover something else within the general where we have actually produced by date developed followers and more so I really wish to go for the developed.
by or possibly the followers because I wish to keep an eye on my team members that are really following this so I will you understand put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a great deal of choices offered within streak is in fact among the most convenient and among the most uh you know flexible out there it’s extremely easy to use with templates we have jobs too within my task again if I didn’t want to go for these sales if I did with tasks then I can opt for the job stages right here and once again the fields the process is going to be similar you will choose these stages from here on this plus button here and you can likewise provide it various different colors we also have service Dev here you can see then we have working with so if you do hiring then this is going to be your stages task search financier fundraising others real estate support and custom-made So within our support you can see we have inbound assigned dealing with dealt with and sound this is in fact 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 choose the sales here and click on produce private or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click on produce now it will just take a 2nd for a street to create a pipeline for me so you can see this actually looks respectable now I will be able to add my Lead Series so you can really click this fall and we have manage stage or relabel so as I proceed as I include various leads here what I I will do is I’ll just merely click and I’ll be able to include it click on 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 simply call it new and click enter so now you can see we have actually one lead created let’s say that there is really 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 include another lead let’s call it new 2 we can really open this up in a new tab from here too but I’m just for now I’m simply gon na work in this manner now you can see we have 2 leads then let’s say there was a contacted also there’s one negotiating so I’ll just simply click on brand-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 added so this is a new Elite that I created and we have all of these different columns we have the fields that we created remember and after that we have invite colleagues so from here I can invite the employee we have add columns we have e-mails files and remarks you can switch to the e-mails and it will reveal 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 meeting notes and we even have our.
attachments so this is how you create a lead within your once you’re finished with this you can really click on get in 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 2 leads one called and something like this and this is where you will be getting your list we can pick various leads from here the stages and we can carry out bulk actions such as deleting and sharing as well uh another thing with srix at the top you will be able to see we have personal alternative we have these three dots where we can discover these stages Combinations and automation this is among the crucial ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer information for alerts for automations custom-made constructs and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data 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 basic Gmail extremely quickly from here and it will likewise show me the emails that I will be receiving for my pipelines that I have actually produced we will even have our combine emails now with our so this is the combine email and with merge e-mail what takes place is I can in fact produce a follow-up emails and different storage e-mails here and we have active advises so utilizing is really simple you can get started totally free by simply including the integration and now you understand how to use as a complete beginner don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me provide some context about my profession and how it associates with. As an independent reporter, I have actually dealt with various customers, handled numerous tasks all at once, and maintained an extensive network of contacts. Balancing these obligations can be frustrating, and I acknowledged the requirement for a central system to improve my operations.
In my mission for a solution, I explored different platforms however discovered them to be either too pricey or too complicated for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly integrates with Gmail, making it perfect for self-employed journalists who greatly depend on email interaction. Here are some essential advantages of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Company:.
allows you to track and organize your emails easily, giving you a clear summary of your communications with customers, leads, and partners.
You can create customizable pipelines straight within your inbox, making it easy to manage and monitor the progress of your tasks and jobs.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to envision and handle your sales process from list building to task conclusion.
You can classify contacts, create custom stages, set reminders, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Cooperation and Teamwork:.
facilitates cooperation by enabling you to share pipelines and interact with team members within the platform.
You can appoint tasks, share crucial emails, and team up in real-time, boosting productivity and making sure everyone stays on the exact same page.
‘s flexible workflow system allows you to customize your pipelines and automate recurring jobs.
You can develop templates for typical email responses, schedule follow-ups, and established tips, conserving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, uses benefits in regards to coding and software application development. Here’s how:.
offers a robust API and extensive designer documentation, making it easy to integrate with other tools and develop custom-made solutions.
This flexibility allows freelance reporters with coding abilities to extend the performance of and tailor it to their particular needs.
Task Management for Software Advancement:.
‘s pipeline feature can be adapted to handle software application development tasks, from ideation to deployment.
You can create custom-made phases for different development phases, assign tasks to staff member, and track progress effectively.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
User-friendly user interface and easy-to-use features, lessening the learning curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collaborative features that enhance teamwork and interaction.
Developer-friendly API for combination and modification.
Economical option for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for complete performance, restricting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While offers substantial benefits for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
offers a more economical option, specifically for freelancers and small companies.
HubSpot has a free variation, however advanced functions require a higher-tier paid membership.
Functions and Complexity:.
offers a more extensive suite of features, including advanced marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is advantageous for users greatly reliant on e-mail interaction.
As a freelance reporter, managing your hiring procedure and client relationships is vital to your success. offers a instinctive and budget-friendly solution that perfectly incorporates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it may not have the sophisticated features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re an editor, material, or writer creator, can empower you to take control of your freelance journalism career by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.