As an experienced freelance reporter, I comprehend the challenges of managing projects, tracking leads, and nurturing customer relationships. In this post, I will dive into the benefits of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey guys invite back in this video I will be showing you how to use Streak Crm For Sales Teams for your consumer relations collaboration interaction and much more so let’s get into it first off 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 add 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 remarkable and I’ll show you how to do that as a total beginner it will help you customize a best process for your group and you will be able to get your work done now let’s really enter into the procedure now is offered as an extension and it’s entirely complimentary so when you get to the website 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 contribute 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 merely check in make sure to sign.
into the same Gmail that you have added 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 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 viewed all tracked emails and upgraded reply and then we have this brand-new choice 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 brand-new dashboard for here I’ll be able to produce a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go create a new pipeline let’s in fact do that you will click new pipeline here and we have different options first of all we have the stages so this is where you will choose these stages for your pipeline and you can actually we have actually a lead called pitched demonstration working out close phone closed uh you understand 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 industry deal size company size close rate email thread count days and state and keeps in mind so if you wish to include another phase you will click on this Plus at the top and you will give your phase a name let’s say that you actually wished to create another um you know 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 select various colors for each of the stages but I believe all of these are really currently created so this is in fact quite impressive 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 demo are sort of like the exact same thing we simply choose the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s get rid of the demo here and after that we have negotiating with negotiating I can go with 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 e-mail tracking job calls and conferences 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 go with this one here this is the field that was in fact missing out on and I’ll in fact rearrange and put the notes here fine e-mail thread count close date okay business’s size deal size and Business size okay let’s get rid of the company size and I’m gon na in fact find something else within the general where we have produced by date produced fans and more so I in fact wish to go for the created.
by or maybe the followers due to the fact that I wish to keep track of my employee that are actually following this so I will you know 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 readily available within streak is in fact one of the most convenient and among the most uh you know versatile out there it’s extremely easy to use with templates we have tasks too within my project once again if I didn’t wish to go for these sales if I did with tasks then I can choose the task phases right here and once again the fields the procedure is going to be similar you will pick these stages from here on this plus button here and you can likewise provide it different different colors we likewise have service Dev here you can see then we have hiring so if you do employing then this is going to be your phases task search financier fundraising others property support and custom So within our support you can see we have actually inbound assigned dealing with solved and noise this is actually respectable and we also have custom-made where I can really start something from the scratch completely according to my service for me we simply have the sales so I’m gon na go with the sales here and click on develop private or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click produce now it will just take a 2nd for a street to produce a pipeline for me so you can see this in fact looks respectable now I will be able to add my Lead Series so you can really click on this drop down and we have manage stage or rename so as I proceed as I include various leads here what I I will do is I’ll just simply click and I’ll be able to include it click on the top here add a box so click on ADD box here and I’m going to add a box in the lead section here and let’s simply call it brand-new and click enter so now you can see we have one lead created let’s state that there is in fact closed one so I’m going to include one here let’s just for now let’s call it new I’m going to include another lead let’s call it new 2 we can actually open this up in a new tab from here too but I’m just for now I’m just gon na work this way now you can see we have 2 leads then let’s state there was a gotten in touch with as well there’s one negotiating so I’ll just merely click brand-new now once you produce a lead we can really click on this link and it will now open up the different fields that we added so this is a new Elite that I produced and we have all of these different columns we have the fields that we developed remember and after that we have invite colleagues so from here I can welcome the staff member we have include columns we have e-mails files and comments you can change to the e-mails and it will show you the e-mails that you got in files we can even upload files and then we have the comments 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 develop a lead within your once you’re made with this you can actually click 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 two leads one called and something like this and this is where you will be getting your list we can select different leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh one more thing with srix at the 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 one of 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 extremely easily and create our CSV files similarly now I can switch to my different folders that we have here and I can produce 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 getting for my pipelines that I have actually developed we will even have our merge emails now with our so this is the combine email and with combine e-mail what happens is I can really develop a follow-up emails and different storage e-mails here and we have active instructs so utilizing is truly simple you can begin for free by simply including the combination and now you know how to utilize as a complete novice don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me provide some context about my profession and how it relates to. As an independent reporter, I’ve worked with numerous clients, managed multiple projects all at once, and preserved a substantial network of contacts. Balancing these duties can be frustrating, and I acknowledged the need for a centralized system to improve my operations.
In my quest for an option, I checked out different platforms however found them to be either too complex or too expensive for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly incorporates with Gmail, making it perfect for self-employed reporters who greatly depend on email interaction. Here are some key advantages of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Organization:.
allows you to track and arrange your emails effortlessly, offering you a clear introduction of your communications with customers, leads, and collaborators.
You can develop personalized pipelines directly within your inbox, making it simple to manage and monitor the progress of your jobs and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to picture and handle your sales procedure from list building to project conclusion.
You can categorize contacts, create custom-made phases, set suggestions, and track interactions, ensuring that no chance slips through the cracks.
Seamless Partnership and Team Effort:.
assists in collaboration by permitting you to share pipelines and interact with employee within the platform.
You can assign jobs, share crucial emails, and team up in real-time, improving productivity and making sure everyone stays on the exact same page.
‘s versatile workflow system enables you to personalize your pipelines and automate recurring jobs.
You can create design templates for typical email reactions, schedule follow-ups, and established pointers, conserving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, offers benefits in terms of coding and software advancement. Here’s how:.
provides a robust API and substantial developer documentation, making it simple to integrate with other tools and develop custom services.
This versatility enables independent reporters with coding abilities to extend the functionality of and tailor it to their specific needs.
Task Management for Software Application Development:.
‘s pipeline feature can be adjusted to handle software development projects, from ideation to deployment.
You can produce custom phases for various development stages, assign jobs to team members, and track development efficiently.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
Instinctive user interface and user friendly functions, reducing the discovering curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collaborative functions that improve teamwork and interaction.
Developer-friendly API for combination and customization.
Cost-effective option for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for full performance, restricting compatibility with other email providers.
Comparison with HubSpot CRM:.
While deals substantial benefits for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more inexpensive service, particularly for freelancers and small businesses.
HubSpot has a free variation, but advanced features require a higher-tier paid subscription.
Functions and Intricacy:.
offers a more detailed suite of features, including sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, offering a structured experience.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is helpful for users heavily reliant on e-mail communication.
As a self-employed reporter, handling your hiring process and client relationships is vital to your success. deals a economical and instinctive solution that flawlessly incorporates with Gmail, allowing you to streamline your operations and focus on your craft. While it might not have the sophisticated features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re an editor, content, or writer creator, can empower you to take control of your freelance journalism profession by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.