As an experienced freelance reporter, I comprehend the obstacles of handling jobs, tracking leads, and supporting client relationships. In this post, I will dive into the benefits 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 beginners hey guys welcome back in this video I will be showing you how to use Streak Crm Etablering for your consumer relations cooperation interaction and a lot more so let’s enter into it first of all you need to go to streak.com and you will land on this website right here now is a kind of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is actually fantastic and I’ll show you how to do that as a complete beginner it will help you tailor a perfect process for your group and you will have the ability to get your work done now let’s really enter the process now is available as an extension and it’s totally free so when 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 add to Chrome click on ADD extension and your extension will be added alright 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 simply sign in make certain to sign.
into the very same Gmail that you have included the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click on permit 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 e-mails and upgraded reply and then we have this brand-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 merges so you can see this is like our new control panel 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 employing so this is where we’ll go produce a new pipeline let’s in fact do that you will click on brand-new pipeline here and we have different alternatives firstly we have the stages so this is where you will pick these phases for your pipeline and you can actually we have a lead contacted pitched demonstration 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 offer size company size close rate email thread count days and state and notes so if you want to add another stage you will click on this Plus on top and you will provide your stage a name let’s state that you in fact wished 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 really select different colors for each of the stages but I believe all of these are really currently developed so this is really quite excellent what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demonstration are kind of like the very same thing we simply go with 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 working out 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 different fields that you desire so you will click this plus here and we have totally free form a date check box fall General email 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 actually missing out on and I’ll in fact rearrange and put the notes here all right email thread count close date alright business’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 general where we have actually developed by date developed fans and more so I actually want to opt for the produced.
by or maybe the followers due to the fact that I wish to keep track of my staff member that are actually 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 alternatives available within streak is actually among the simplest and among the most uh you know versatile out there it’s extremely easy to use with templates we have projects too within my project again if I didn’t want to go for these sales if I made with jobs then I can go with the project stages right here and again the fields the procedure is going to be similar you will choose these phases from here on this plus button here and you can likewise give it different various colors we likewise have business Dev here you can see then we have hiring so if you do employing then this is going to be your stages task search investor fundraising others property assistance and customized So within our assistance you can see we have incoming appointed working on dealt with and sound this is actually respectable and we likewise have custom-made where I can actually start something from the scratch completely according to my company for me we simply have the sales so I’m gon na go with the sales here and click on develop personal 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 produce now it will simply take a 2nd for a street to develop a pipeline for me so you can see this in fact looks respectable now I will be able to include my Lead Series so you can actually click on this fall and we have manage phase or rename so as I continue as I include different leads here what I I will do is I’ll just merely click and I’ll be able to add it click the top here include a box so click ADD box here and I’m going to add a box in the lead area here and let’s simply call it brand-new and click get in so now you can see we have one lead produced let’s say that there is actually 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 really open this up in a new tab from here too however I’m just for now I’m just gon na work this way now you can see we have 2 leads then let’s say there was a contacted too there’s one negotiating so I’ll just simply click on brand-new now as soon as you develop a lead we can actually click on this link and it will now open the various fields that we included so this is a new Elite that I created and we have all of these different columns we have the fields that we developed keep in mind and then we have welcome colleagues 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 reveal you the e-mails that you got in files we can even submit files and then we have the comments at the top here once 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 when you’re finished with this you can really click on enter and it will be closed now it will reveal you something like this we have all of our information collected 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 different leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh another thing with srix at the top you will have the ability to see we have personal alternative we have these three dots where we can discover these stages Combinations and automation this is one of the essential ones click here and you’ll have the ability to actually integrate um other apps within yourr transfer information for notifications for automations customized constructs and more we can also 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 likewise now I can change to my different folders that we have here and I can create a brand-new pipeline we can change to our simple Gmail really quickly from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our combine e-mails now with our so this is the combine email and with combine e-mail what occurs is I can in fact produce a follow-up emails and various storage emails here and we have active advises so utilizing is truly simple you can get started totally free by just adding the integration and now you understand how to use as a complete beginner don’t.
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 connects to. As an independent reporter, I have actually worked with many customers, handled multiple projects all at once, and maintained a comprehensive network of contacts. Balancing these obligations can be overwhelming, and I acknowledged the need for a centralized system to enhance my operations.
In my mission for an option, I explored different platforms but found them to be either too intricate or too expensive for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly integrates with Gmail, making it perfect for independent journalists who heavily count on email interaction. Here are some key benefits of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Organization:.
allows you to track and arrange your emails easily, providing you a clear introduction of your communications with customers, leads, and partners.
You can create personalized pipelines straight within your inbox, making it easy to manage and monitor the development of your jobs and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to picture and handle your sales process from lead generation to job conclusion.
You can classify contacts, develop custom-made stages, set pointers, and track interactions, guaranteeing that no chance slips through the fractures.
Smooth Cooperation and Teamwork:.
facilitates partnership by enabling you to share pipelines and interact with team members within the platform.
You can appoint tasks, share essential emails, and work together in real-time, improving performance and guaranteeing everyone stays on the same page.
‘s versatile workflow system enables you to personalize your pipelines and automate recurring jobs.
You can develop design templates for typical email actions, schedule follow-ups, and set up suggestions, saving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, offers advantages in terms of coding and software advancement. Here’s how:.
supplies a robust API and comprehensive developer documents, making it easy to integrate with other tools and build custom options.
This flexibility enables freelance journalists with coding skills to extend the functionality of and customize it to their specific needs.
Project Management for Software Advancement:.
‘s pipeline feature can be adapted to manage software advancement jobs, from ideation to deployment.
You can produce custom stages for different advancement phases, assign jobs to employee, and track development effectively.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly user interface and user friendly functions, lessening the discovering curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collaborative functions that boost teamwork and communication.
Developer-friendly API for integration and customization.
Affordable solution for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for full functionality, limiting compatibility with other email companies.
Comparison with HubSpot CRM:.
While deals considerable benefits for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more economical service, especially for freelancers and small businesses.
HubSpot has a totally free variation, however advanced functions require a higher-tier paid membership.
Functions and Intricacy:.
offers a more comprehensive suite of functions, consisting of advanced marketing automation and analytics.
concentrates on simplicity and ease of use, offering a streamlined experience.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is advantageous for users greatly reliant on e-mail interaction.
As a freelance journalist, managing your hiring process and customer relationships is paramount to your success. deals a intuitive and cost effective service that seamlessly integrates with Gmail, allowing you to enhance your operations and focus on your craft. While it may not have the advanced features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a material, author, or editor 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 ventures.