As a seasoned freelance reporter, I understand the obstacles of handling tasks, tracking leads, and supporting client relationships. In this article, I will dig into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for newbies hey guys invite back in this video I will be showing you how to utilize Streak Crm Includes for your client relations collaboration communication and a lot more so let’s get into it to start with you need to go to streak.com and you will land on this website 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 really turn our Gmail into a platform which is actually remarkable and I’ll reveal you how to do that as a complete newbie it will help you personalize an ideal process for your team and you will be able to get your work done now let’s actually get into the process now is offered as an extension and it’s entirely totally free so when you get to the website you’ll get this option here which is add 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 on contribute to Chrome click ADD extension and your extension will be added all right 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 merely check in make certain to sign.
into the same Gmail that you have actually added the uh you know streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click permit after adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting just recently seen all tracked e-mails and upgraded reply and then we have this 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 merges so you can see this resembles our new dashboard for here I’ll be able to create a brand-new pipeline we have our sales orders sales 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 brand-new pipeline here and we have various alternatives first of all we have the stages so this is where you will choose these stages for your pipeline and you can really we have actually a lead called pitched demo working out close phone closed uh you understand then we have nurturing okay then we have Fields so in fields we have a date of last email last e-mail from lead Source priority industry deal size business size close rate email thread count days and state and keeps in mind so if you wish to add another phase you will click on this Plus on top and you will provide your stage a name let’s say that you actually wanted to produce another um you understand stage here for example let’s state I didn’t have no strings so I can develop right here.
and you can offer it your color so we can in fact pick different colors for each of the stages but I think all of these are in fact currently developed so this is in fact quite 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 exact same thing we just opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s get rid of the demonstration here and after that we have working out 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 various fields that you want so you will click on this plus here and we have free form a date check box drop down General email e-mail tracking task 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 really missing and I’ll actually reorganize and put the notes here all right email thread count close date fine business’s size offer size and Business size alright let’s eliminate the company size and I’m gon na actually discover something else within the basic where we have developed by date developed fans and more so I really want to opt for the developed.
by or maybe the followers because I wish to track 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 great deal of choices available within streak is in fact one of the most convenient and among the most uh you understand versatile out there it’s really easy to use with design templates we have projects too within my job once again if I didn’t wish to go for these sales if I did with jobs then I can go with the task phases 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 also give it various various colors we likewise have organization 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 assistance and custom-made So within our support you can see we have incoming designated working on dealt with and noise this is in fact respectable and we also have custom-made where I can in fact start something from the scratch completely according to my company for me we merely 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 a team member so I’m going to go with the shared one here and click create now it will just take a 2nd for a street to create a pipeline for me so you can see this really looks respectable now I will be able to add my Lead Series so you can actually click this fall and we have manage stage or relabel so as I continue as I add different leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click the top here add a box so click on ADD box here and I’m going to add a box in the lead area here and let’s just call it new and click enter so now you can see we have actually one lead created let’s say that there is in fact closed one so I’m going to add one here let’s just for now let’s call it new I’m going to add another lead let’s call it new 2 we can actually 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 two leads then let’s say there was a contacted too there’s one negotiating so I’ll just simply click new now as soon as you develop a lead we can really click here and it will now open up the various fields that we added so this is a brand-new Elite that I developed and we have all of these different columns we have the fields that we produced keep in mind and then we have welcome colleagues so from here I can welcome the employee we have include columns we have e-mails files and comments 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 after that we have the comments 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 develop a lead within your as soon as you’re done 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 data gathered 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 choose various leads from here the stages and we can perform bulk actions such as erasing and sharing also uh one more thing with srix on top you will be able to see we have private choice we have these three dots where we can find these phases Integrations and automation this is among the crucial ones click on this link and you’ll be able to in fact incorporate um other apps within yourr transfer information for notifications for automations custom constructs and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they very easily and develop our CSV files similarly 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 simple Gmail really easily from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have actually produced we will even have our combine e-mails now with our so this is the combine e-mail and with combine email what takes place is I can actually create a follow-up e-mails and various storage e-mails here and we have active instructs so utilizing is truly easy you can get started totally free by simply adding 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 details of Streak, let me supply some context about my profession and how it relates to. As a freelance reporter, I’ve dealt with various clients, managed multiple jobs at the same time, and kept a comprehensive network of contacts. Balancing these obligations can be overwhelming, and I recognized the need for a central system to enhance my operations.
In my mission for a service, I explored different platforms but found them to be either too complex or too expensive for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly incorporates with Gmail, making it perfect for self-employed reporters who greatly count on email interaction. Here are some essential advantages of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Organization:.
permits you to track and organize your e-mails easily, providing you a clear overview of your interactions with customers, leads, and partners.
You can develop personalized pipelines directly within your inbox, making it easy to handle and keep an eye on the progress of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to picture and handle your sales process from lead generation to job completion.
You can classify contacts, produce custom-made stages, set reminders, and track interactions, making sure that no opportunity slips through the cracks.
Seamless Collaboration and Teamwork:.
facilitates partnership by enabling you to share pipelines and interact with staff member within the platform.
You can appoint tasks, share important e-mails, and collaborate in real-time, improving performance and making sure everyone stays on the very same page.
Adjustable Workflows:.
‘s versatile workflow system allows you to tailor your pipelines and automate repeated jobs.
You can develop templates for typical e-mail actions, schedule follow-ups, and established suggestions, conserving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, provides benefits in terms of coding and software application advancement. Here’s how:.
Developer-Friendly Integration:.
supplies a robust API and substantial designer documentation, making it simple to incorporate with other tools and develop custom solutions.
This versatility enables self-employed journalists with coding abilities to extend the functionality of and customize it to their specific requirements.
Project Management for Software Application Development:.
‘s pipeline function can be adjusted to handle software application development jobs, from ideation to deployment.
You can create custom stages for different development phases, appoint jobs to staff member, and track progress efficiently.
Pros and Cons of
Pros:.
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and user friendly functions, lessening the learning curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collective functions that boost teamwork and communication.
Developer-friendly API for integration and modification.
Economical solution for freelancers and small companies.
Cons:.
Restricted reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation functions.
Dependence on Gmail for full functionality, limiting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While deals significant benefits for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
Expense:.
offers a more economical option, particularly for freelancers and small companies.
HubSpot has a free version, but advanced features need a higher-tier paid membership.
Features and Complexity:.
supplies a more comprehensive suite of functions, consisting of innovative 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 smooth integration with Gmail is helpful for users heavily reliant on email communication.
Conclusion:.
As an independent journalist, handling your hiring procedure and customer relationships is paramount to your success. deals a affordable and intuitive service that flawlessly incorporates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it might not have the innovative functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a author, editor, or content developer, can empower you to take control of your freelance journalism career by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.