As a seasoned freelance reporter, I comprehend the challenges of managing jobs, tracking leads, and nurturing client relationships. In this post, I will dive into the advantages of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for novices hey people invite back in this video I will be showing you how to utilize Streak Crm Architect for your consumer relations partnership interaction and a lot more so let’s enter it firstly 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 contribute to our basic Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is truly amazing and I’ll show you how to do that as a complete beginner it will help you tailor an ideal procedure for your team and you will be able to get your work done now let’s in fact enter the procedure now is available as an extension and it’s entirely complimentary so as soon as 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 add to Chrome click ADD extension and your extension will be added alright 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 merely check in make sure to sign.
into the same Gmail that you have actually included the uh you understand 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 easy you know folders we are getting just recently seen all tracked emails and updated reply and after that we have this new option which is the pipeline so if I click on 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 have the ability 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 produce a brand-new pipeline let’s actually do that you will click on brand-new pipeline here and we have different options first off we have the stages so this is where you will select these stages for your pipeline and you can really we have a lead called pitched demo working out close phone closed uh you know then we have nurturing all right then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority market deal size company size close rate e-mail thread count days and state and keeps in mind so if you want to add another phase you will click on this Plus at the top and you will offer your stage a name let’s say that you in fact wished to develop another um you understand stage here for instance 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 choose different colors for each of the stages but I think all of these are really already developed so this is in fact pretty excellent what I will do is I will actually get rid of this one and if you feel like there is um I believe pitched and demonstration are sort of like the same thing we just choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s eliminate the demonstration here and after that we have working out with negotiating I can choose 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 this plus here and we have totally free kind a date check box drop down General email email tracking job calls and conferences 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 opt for this one here this is the field that was actually missing out on and I’ll really rearrange and put the notes here alright email thread count close date okay business’s size offer size and Business size alright let’s eliminate the business size and I’m gon na in fact find something else within the basic where we have actually produced by date created followers and more so I actually wish to choose the developed.
by or possibly the followers because I want to track 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 desired for my pipeline now you can see there are a lot of alternatives available within streak is in fact one of the simplest and one of the most uh you know versatile out there it’s extremely easy to use with templates we have projects too within my task again if I didn’t wish to choose these sales if I finished with tasks then I can go with the task phases right here and once again the fields the procedure is going to be comparable you will select these phases from here on this plus button here and you can also offer it different different colors we also 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 property support and custom-made So within our support you can see we have actually incoming appointed working on fixed and noise this is really respectable and we likewise have custom-made where I can in fact start something from the scratch completely according to my company for me we simply have the sales so I’m gon na opt for the sales here and click on create personal or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click create now it will simply 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 add my Lead Series so you can in fact click on this fall 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 merely click and I’ll have the ability to add it click on 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 just call it new and click on go into so now you can see we have actually one lead developed let’s state 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 actually open this up in a brand-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 2 leads then let’s state there was a gotten in touch with too there’s one working out so I’ll just simply click on new now once you develop a lead we can actually click here and it will now open the various fields that we added so this is a brand-new Elite that I developed and we have all of these different columns we have the fields that we developed remember and after that we have welcome colleagues so from here I can welcome the team members we have add columns we have emails files and remarks you can switch to the emails and it will reveal you the e-mails that you got in files we can even submit files and then we have the remarks at the top here again we have the call log we have our conference notes and we even have our.
accessories so this is how you develop a lead within your once you’re made 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 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 pick different leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh one more thing with srix on top you will be able to see we have personal choice we have these three dots where we can find these stages Integrations and automation this is one of the essential ones click here and you’ll be able to really incorporate um other apps within yourr transfer data for notices for automations custom-made develops and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they really easily and create our CSV files similarly now I can change to my various folders that we have here and I can create a brand-new pipeline we can switch to our simple Gmail really easily from here and it will also reveal me the emails that I will be receiving for my pipelines that I have actually created we will even have our merge e-mails now with our so this is the merge email and with combine email what happens is I can really create a follow-up e-mails and various storage e-mails here and we have active instructs so using is truly easy you can begin for free by just adding the integration and now you understand how to use as a complete novice do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me supply some context about my profession and how it connects to. As an independent reporter, I’ve worked with many clients, handled numerous tasks concurrently, and kept a substantial network of contacts. Balancing these responsibilities can be frustrating, and I recognized the need for a centralized system to simplify my operations.
In my quest for a solution, I checked out different platforms however found them to be either too intricate or too pricey for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly incorporates with Gmail, making it ideal for independent reporters who heavily count on email communication. Here are some crucial benefits of using for your freelance journalism employing process:.
Instinctive Email Tracking and Organization:.
allows you to track and organize your emails effortlessly, giving you a clear summary of your interactions with customers, leads, and partners.
You can create personalized pipelines straight within your inbox, making it easy to handle and monitor the development of your projects and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and manage your sales process from lead generation to task conclusion.
You can classify contacts, create custom phases, set pointers, and track interactions, making sure that no chance slips through the fractures.
Seamless Partnership and Teamwork:.
helps with cooperation by allowing you to share pipelines and communicate with team members within the platform.
You can assign tasks, share essential emails, and team up in real-time, enhancing performance and ensuring everyone remains on the exact same page.
Personalized Workflows:.
‘s flexible workflow system allows you to personalize your pipelines and automate repeated jobs.
You can develop templates for typical email actions, schedule follow-ups, and established suggestions, saving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, offers benefits in regards to coding and software application development. Here’s how:.
Developer-Friendly Combination:.
supplies a robust API and comprehensive developer documents, making it simple to incorporate with other tools and construct customized services.
This versatility enables 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 adjusted to handle software application development projects, from ideation to implementation.
You can create custom-made phases for different development phases, appoint tasks to team members, and track development effectively.
Benefits and drawbacks of
Pros:.
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive interface and user friendly features, decreasing the discovering curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collective functions that enhance teamwork and interaction.
Developer-friendly API for combination and modification.
Cost-efficient option for freelancers and small companies.
Cons:.
Restricted reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for full performance, restricting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While deals significant benefits for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
Cost:.
offers a more affordable solution, especially for freelancers and small companies.
HubSpot has a free version, however advanced features need a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more detailed suite of functions, consisting of innovative marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Combination:.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is useful for users heavily reliant on e-mail interaction.
Conclusion:.
As a self-employed journalist, managing your hiring procedure and client relationships is vital to your success. deals a intuitive and economical option that perfectly integrates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it may not have the sophisticated functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re an editor, material, 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 effect of Streak CRM in your freelance journalism ventures.