As a skilled freelance reporter, I comprehend the difficulties of handling jobs, tracking leads, and nurturing client relationships. In this post, I will delve into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey guys welcome back in this video I will be revealing you how to use Streak Crm Expert for your client relations collaboration communication and far more so let’s enter into it first of all you require to go to streak.com and you will land on this site right here now is a type of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is truly incredible and I’ll reveal you how to do that as a complete newbie it will assist you tailor a perfect procedure for your group and you will be able to get your work done now let’s in fact enter into the process now is readily available as an extension and it’s totally free so as soon as 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 add to Chrome click on ADD extension and your extension will be included 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 just sign in ensure to sign.
into the same Gmail that you have actually 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 on allow after adding this is what your Gmail will look like now you can see here in our basic you understand folders we are getting recently viewed all tracked e-mails and upgraded reply and then we have this new choice 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 resembles 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 brand-new pipeline let’s really do that you will click on new pipeline here and we have different choices first of all we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have a lead gotten in touch with pitched demo negotiating close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last email last email from lead Source top priority market 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 at the top and you will provide your stage a name let’s say that you actually wanted to produce another um you know stage here for example let’s say I didn’t have no strings so I can create right here.
and you can provide it your color so we can in fact pick various colors for each of the stages but I believe all of these are in fact currently produced so this is actually pretty excellent what I will do is I will really eliminate this one and if you feel like there is um I think 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 really 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 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 complimentary type a date check box drop down General e-mail e-mail tracking job calls and meetings 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 opt for this one here this is the field that was actually missing out on and I’ll actually rearrange and put the notes here all right email thread count close date alright company’s size deal size and Company size fine let’s get rid of the business size and I’m gon na in fact find something else within the general where we have created by date developed fans and more so I in fact want to go for the developed.
by or possibly the followers due to the fact that I want to monitor my team members that are really 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 really among the simplest and one of the most uh you understand versatile out there it’s extremely easy to use with templates we have projects too within my job again if I didn’t wish to choose these sales if I finished with projects then I can opt for the job phases right here and again the fields the procedure is going to be comparable you will choose these phases from here on this plus button here and you can likewise give it various various colors we likewise have service Dev here you can see then we have hiring so if you do hiring then this is going to be your stages job search investor fundraising others real estate assistance and custom So within our support you can see we have actually inbound designated working on solved and noise this is actually pretty good and we also have customized where I can actually start something from the scratch absolutely according to my company for me we simply have the sales so I’m gon na choose the sales here and click produce private or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click on develop now it will just take a 2nd for a street to develop a pipeline for me so you can see this in fact looks pretty good now I will be able to add my Lead Series so you can really click on this drop down and we have handle stage or rename so as I proceed as I include various leads here what I I will do is I’ll just merely click and I’ll have the ability to include 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 enter so now you can see we have actually one lead developed 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 new I’m going to add 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 simply gon na work by doing this now you can see we have 2 leads then let’s state there was a contacted as well there’s one negotiating so I’ll just simply click on brand-new now when 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 produced and we have all of these various columns we have the fields that we produced 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 comments you can switch to the emails and it will show you the emails that you got in files we can even upload files and then we have the remarks 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 made with this you can really click get in 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 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 one more thing with srix on top you will be able to see we have personal option we have these 3 dots where we can find these stages Combinations and automation this is one of the important ones click on this link and you’ll be able to really incorporate um other apps within yourr transfer data for notices for automations custom develops and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they extremely easily and create our CSV files likewise now I can switch to my various folders that we have here and I can produce a brand-new pipeline we can switch to our easy Gmail extremely easily from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have actually created we will even have our merge emails now with our so this is the merge email and with combine e-mail what occurs is I can in fact produce a follow-up e-mails and different storage emails here and we have active advises so utilizing is actually easy you can get going for free by just including the integration and now you understand 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 connects to. As a freelance reporter, I’ve dealt with numerous customers, handled several projects at the same time, and preserved a comprehensive network of contacts. Balancing these responsibilities can be overwhelming, and I recognized the requirement for a centralized system to simplify my operations.
In my mission for an option, I explored numerous platforms but found them to be either too complex 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 customer relationship management tool that flawlessly integrates with Gmail, making it perfect for freelance journalists who greatly rely on email interaction. Here are some key advantages of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Company:.
enables you to track and arrange your e-mails easily, offering you a clear overview of your communications with clients, leads, and partners.
You can develop customizable pipelines directly within your inbox, making it simple to monitor the progress and manage of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and manage your sales procedure from list building to task completion.
You can categorize contacts, develop custom-made stages, set tips, and track interactions, making sure that no chance slips through the cracks.
Seamless Cooperation and Teamwork:.
assists in partnership by enabling you to share pipelines and interact with team members within the platform.
You can assign tasks, share essential emails, and work together in real-time, boosting productivity and guaranteeing everybody remains on the very same page.
‘s flexible workflow system enables you to tailor your pipelines and automate recurring tasks.
You can create templates for common e-mail actions, schedule follow-ups, and established suggestions, conserving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, offers advantages in regards to coding and software application development. Here’s how:.
provides a robust API and comprehensive developer documentation, making it easy to integrate with other tools and build custom options.
This versatility allows freelance journalists with coding skills to extend the functionality of and customize it to their particular needs.
Job Management for Software Development:.
‘s pipeline feature can be adapted to handle software advancement tasks, from ideation to release.
You can create customized phases for various development phases, appoint jobs to employee, and track progress effectively.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive user interface and easy-to-use functions, minimizing the discovering curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collaborative features that improve teamwork and interaction.
Developer-friendly API for combination and modification.
Cost-effective solution for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for complete performance, restricting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While deals substantial advantages for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more budget friendly solution, especially for freelancers and small companies.
HubSpot has a free version, however advanced functions need a higher-tier paid membership.
Functions and Complexity:.
supplies a more comprehensive suite of functions, including sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, offering a structured experience.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is useful for users heavily reliant on e-mail communication.
As a freelance journalist, handling your hiring process and customer relationships is vital to your success. deals a inexpensive and intuitive service that seamlessly integrates with Gmail, enabling you to streamline your operations and focus on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a writer, editor, or content creator, can empower you to take control of your freelance journalism profession by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.