As a skilled freelance reporter, I understand the challenges of managing tasks, tracking leads, and nurturing client relationships. In this post, I will delve into the advantages of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for beginners hey men welcome back in this video I will be showing you how to use Streak Crm Bigcommerce Integrations for your customer relations partnership communication and much more so let’s enter into it first of all you require to go to streak.com and you will arrive on this website right here now is a kind of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is truly remarkable and I’ll reveal you how to do that as a complete novice it will assist you personalize a perfect procedure for your team and you will have the ability to get your work done now let’s really enter into the procedure now is readily available as an extension and it’s completely complimentary so once you get to the site you’ll get this alternative here which is contribute 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 contribute 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 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 certain to sign.
into the very 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 on enable after including this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting recently seen all tracked emails and upgraded 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 combines so you can see this is like our new control panel for here I’ll be able to create a new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go produce a brand-new pipeline let’s really 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 choose these phases for your pipeline and you can actually we have actually a lead called pitched demo working out close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority market deal size company size close rate email thread count days and state and notes so if you wish to add another stage you will click this Plus on top and you will provide your phase a name let’s say that you really wished to create another um you know stage here for instance let’s say I didn’t have no strings so I can produce right here.
and you can give it your color so we can really choose different colors for each of the stages but I think all of these are really currently created so this is really pretty excellent what I will do is I will actually eliminate this one and if you seem like there is um I believe pitched and demonstration are type of like the very same thing we just go with the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s eliminate the demo here and then we have negotiating with negotiating I can choose 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 various fields that you want so you will click on this plus here and we have complimentary type a date check box drop down General e-mail e-mail tracking job calls and conferences 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 in fact missing and I’ll actually 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 get rid of the company size and I’m gon na in fact find something else within the basic where we have actually developed by date developed fans and more so I actually want to choose the produced.
by or possibly the followers since I wish to monitor 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 wanted for my pipeline now you can see there are a great deal of options offered 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 tasks too within my project again if I didn’t wish to go for these sales if I did with tasks then I can go with the task stages right here and 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 different different colors we also have organization Dev here you can see then we have working with so if you do hiring then this is going to be your phases job search investor fundraising others real estate assistance and custom-made So within our assistance you can see we have actually incoming appointed dealing with dealt with and sound this is in fact respectable and we also have custom-made where I can really start something from the scratch totally according to my business for me we just have the sales so I’m gon na opt for the sales here and click develop personal 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 simply take a second for a street to create a pipeline for me so you can see this really looks pretty good now I will be able to add my Lead Series so you can actually click on this drop down and we have manage phase or relabel so as I continue as I include different leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click on the top here add a box so click on ADD box here and I’m going to include a box in the lead area here and let’s simply call it new and click go into 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 include one here let’s just for now let’s call it brand-new I’m going to include another lead let’s call it brand-new two we can really open this up in a new tab from here too however 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 state there was a contacted also there’s one negotiating so I’ll just merely click on brand-new now once you produce a lead we can actually click on this link 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 various columns we have the fields that we created keep in mind and after that we have welcome teammates so from here I can invite the team members we have add columns we have e-mails files and remarks you can switch to the emails and it will show you the emails that you got in files we can even upload files and after that we have the remarks at the top here again we have the call log we have our meeting notes and we even have our.
accessories so this is how you produce a lead within your when you’re finished with this you can actually click on go into and it will be closed now it will show you something like this we have all of our information collected here and at the top we’re getting our account such as two leads one gotten in touch with 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 perform bulk actions such as erasing and sharing too uh one more thing with srix on top you will be able to see we have personal alternative we have these 3 dots where we can discover these phases Combinations and automation this is one of the essential ones click on this link and you’ll be able to actually incorporate um other apps within yourr transfer information for alerts for automations custom builds and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and develop our CSV files likewise now I can change to my various folders that we have here and I can create a new pipeline we can switch to our basic Gmail really quickly from here and it will also reveal me the emails that I will be receiving for my pipelines that I have produced we will even have our combine e-mails now with our so this is the combine e-mail and with merge e-mail what happens is I can in fact produce a follow-up e-mails and different storage e-mails here and we have active advises so using is truly simple you can start for free by simply adding the integration and now you know how to utilize as a total beginner don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me offer some context about my career and how it relates to. As an independent reporter, I have actually worked with numerous customers, handled multiple projects all at once, and preserved an extensive network of contacts. Juggling these responsibilities can be frustrating, and I recognized the requirement for a centralized system to streamline my operations.
In my mission for a service, I explored numerous platforms but discovered them to be either too intricate or too costly for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly integrates with Gmail, making it ideal for independent journalists who greatly rely on e-mail communication. Here are some essential benefits of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Company:.
enables you to track and arrange your emails easily, giving you a clear overview of your communications with customers, leads, and collaborators.
You can create adjustable pipelines straight within your inbox, making it simple to handle and keep an eye on the development of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to envision and handle your sales process from lead generation to job completion.
You can classify contacts, develop custom-made stages, set suggestions, and track interactions, ensuring that no chance slips through the fractures.
Seamless Collaboration and Team Effort:.
helps with cooperation by enabling you to share pipelines and communicate with team members within the platform.
You can appoint jobs, share essential emails, and collaborate in real-time, improving productivity and making sure everybody stays on the same page.
Adjustable Workflows:.
‘s flexible workflow system allows you to personalize your pipelines and automate repeated jobs.
You can develop design templates for common email reactions, schedule follow-ups, and established tips, conserving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, uses benefits in regards to coding and software advancement. Here’s how:.
Developer-Friendly Integration:.
offers a robust API and comprehensive developer paperwork, making it simple to incorporate with other tools and construct custom services.
This flexibility enables freelance reporters with coding abilities to extend the performance of and customize it to their particular requirements.
Task Management for Software Application Development:.
‘s pipeline function can be adapted to manage software application advancement projects, from ideation to release.
You can create custom-made phases for various development phases, assign tasks to employee, and track progress effectively.
Benefits and drawbacks of
Pros:.
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
Instinctive user interface and easy-to-use features, lessening the finding out curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collective functions that enhance team effort and interaction.
Developer-friendly API for combination and personalization.
Cost-effective option for freelancers and small businesses.
Cons:.
Limited reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation functions.
Reliance on Gmail for complete performance, restricting compatibility with other email companies.
Contrast with HubSpot CRM:.
While offers considerable benefits for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
Cost:.
provides a more budget friendly service, specifically for freelancers and small companies.
HubSpot has a free version, however advanced features require a higher-tier paid membership.
Features and Intricacy:.
offers a more thorough suite of features, including advanced marketing automation and analytics.
focuses on simpleness and ease of use, using a streamlined experience.
Combination:.
Both and incorporate with different third-party tools.
‘s seamless integration with Gmail is useful for users greatly reliant on email communication.
Conclusion:.
As an independent journalist, managing your hiring process and client relationships is critical to your success. offers a economical and intuitive option that effortlessly integrates with Gmail, allowing you to enhance your operations and focus on your craft. While it might not have the sophisticated functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a content, author, or editor creator, can empower you to take control of your freelance journalism career by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.