As a skilled freelance reporter, I comprehend the difficulties of managing jobs, tracking leads, and nurturing client relationships. In this post, I will delve into the benefits of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey guys invite back in this video I will be showing you how to use Streak Crm Firefox for your customer relations collaboration communication and a lot more so let’s get into it firstly you need to go to streak.com and you will land on this website right here now is a sort of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is truly fantastic and I’ll reveal you how to do that as a complete beginner it will help you tailor a best process for your team and you will have the ability to get your work done now let’s actually enter into the procedure now is available as an extension and it’s totally 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 contribute to Chrome click ADD extension and your extension will be added fine it’s done and now it is adding 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 check in make sure to sign.
into the exact same Gmail that you have actually included the uh you understand streak to now it will ask you for your access and we’re gon na merely scroll down and click on enable after adding this is what your Gmail will look like now you can see here in our basic you understand folders we are getting just 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 combines so you can see this resembles our new control panel for here I’ll be able to develop a new pipeline we have our sales orders sales again we have our Sports and working with 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 various alternatives to start with we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have actually a lead contacted pitched demonstration working out close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last email last email from lead Source top priority market offer size business size close rate e-mail thread count days and state and notes so if you wish to include another phase you will click on this Plus at the top and you will provide your phase a name let’s say that you actually wished to create another um you understand stage here for example let’s state I didn’t have no strings so I can produce right here.
and you can offer it your color so we can really pick different colors for each of the stages but I believe all of these are in fact currently produced so this is really quite outstanding what I will do is I will in fact get rid of this one and if you seem like there is um I think pitched and demonstration are sort of like the 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 then we have negotiating with negotiating I can go with 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 on this plus here and we have complimentary type a date check box fall 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 choose this one here this is the field that was in fact missing and I’ll really reorganize and put the notes here alright e-mail thread count close date all right company’s size deal size and Business size alright let’s eliminate the business size and I’m gon na really discover something else within the basic where we have created by date produced fans and more so I really want to choose the produced.
by or maybe the followers because I want to keep track of 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 lot of alternatives offered within streak is actually among the easiest and among the most uh you know versatile out there it’s really easy to use with design templates we have tasks too within my job once again if I didn’t want to choose these sales if I did with jobs then I can choose the task phases right here and again the fields the process is going to be comparable 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 employing so if you do hiring then this is going to be your phases job search financier fundraising others real estate support and custom So within our support you can see we have actually inbound appointed dealing with resolved and noise this is in fact respectable and we likewise have custom-made where I can in fact start something from the scratch completely according to my organization for me we just have the sales so I’m gon na go with the sales here and click on create private or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click develop now it will simply take a 2nd for a street to produce a pipeline for me so you can see this in fact looks pretty good now I will have the ability to add my Lead Series so you can really click on this drop down and we have handle stage or relabel so as I proceed as I add 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 include a box in the lead section here and let’s just call it brand-new and click enter so now you can see we have actually one lead created let’s state that there is really 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 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 by doing this now you can see we have two leads then let’s say there was a gotten in touch with too there’s one negotiating so I’ll just merely click new now as soon as you create a lead we can actually click on this link and it will now open up the different fields that we added so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we created remember and then we have welcome teammates so from here I can welcome the employee we have add columns we have e-mails files and comments you can switch to the e-mails and it will show you the e-mails that you got in files we can even upload files and after that we have the remarks at the top here once again we have the call log we have our conference notes and we even have our.
attachments so this is how you produce a lead within your when you’re made with this you can really click on enter and it will be closed now it will show 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 gotten in touch with and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can carry out bulk actions such as erasing and sharing also uh one more thing with srix on top you will be able to see we have personal option we have these three dots where we can find these phases Combinations and automation this is among the crucial ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer information for notices for automations customized builds and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they really easily and create our CSV files likewise now I can change to my different folders that we have here and I can create a new pipeline we can switch to our simple Gmail really quickly from here and it will likewise reveal me the e-mails 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 combine e-mail and with combine e-mail what happens is I can in fact produce a follow-up emails and various storage e-mails here and we have active instructs so utilizing is really simple you can begin for free by simply adding the integration and now you know how to use as a total beginner do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me offer some context about my profession and how it relates to. As a freelance reporter, I’ve worked with many customers, managed multiple tasks at the same time, and maintained a comprehensive network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the requirement for a centralized system to improve my operations.
In my quest for a service, I explored numerous platforms however found them to be either too expensive 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 client relationship management tool that seamlessly integrates with Gmail, making it perfect for self-employed reporters who heavily count on email interaction. Here are some essential benefits of using for your freelance journalism employing process:.
Instinctive Email Tracking and Company:.
permits you to track and arrange your emails easily, providing you a clear summary of your communications with customers, leads, and collaborators.
You can produce customizable pipelines straight within your inbox, making it simple to keep track of the development and handle of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to picture and handle your sales process from lead generation to job completion.
You can categorize contacts, develop customized stages, set tips, and track interactions, making sure that no opportunity slips through the cracks.
Seamless Partnership and Teamwork:.
facilitates collaboration by allowing you to share pipelines and communicate with staff member within the platform.
You can designate jobs, share important e-mails, and team up in real-time, improving performance and ensuring everyone remains on the same page.
‘s flexible workflow system enables you to customize your pipelines and automate repeated tasks.
You can produce design templates for typical e-mail reactions, schedule follow-ups, and established pointers, conserving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, provides advantages in regards to coding and software development. Here’s how:.
offers a robust API and substantial designer documentation, making it easy to incorporate with other tools and build customized options.
This flexibility enables freelance reporters with coding skills to extend the functionality of and tailor it to their specific requirements.
Task Management for Software Advancement:.
‘s pipeline feature can be adjusted to handle software development jobs, from ideation to release.
You can create custom-made stages for various development phases, designate tasks to employee, and track development effectively.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and user friendly functions, lessening the finding out curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collective features that boost team effort and communication.
Developer-friendly API for combination and modification.
Economical option for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Reliance on Gmail for complete functionality, restricting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While offers substantial benefits for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more affordable option, specifically for freelancers and small businesses.
HubSpot has a free version, however advanced features require a higher-tier paid subscription.
Features and Complexity:.
provides a more thorough suite of functions, consisting of sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, offering a streamlined experience.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is helpful for users greatly reliant on e-mail interaction.
As an independent journalist, managing your hiring process and client relationships is critical to your success. deals a user-friendly and budget-friendly option that effortlessly incorporates with Gmail, enabling you to enhance your operations and concentrate 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 an ideal choice for freelance journalists.
Whether you’re a content, writer, or editor developer, can empower you to take control of your freelance journalism profession by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.