As a seasoned freelance reporter, I understand the obstacles of managing projects, tracking leads, and supporting customer relationships. In this post, I will dive into the advantages of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey guys invite back in this video I will be revealing you how to use Streak Crm Last Activity Date for your customer relations collaboration interaction and far more so let’s enter into it first of all you require to go to streak.com and you will arrive at this site right here now is a kind of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is really amazing and I’ll show you how to do that as a complete novice it will assist you tailor a perfect procedure for your team and you will be able to get your work done now let’s in fact get into the process now is offered as an extension and it’s entirely totally free so once you get to the site you’ll get this option 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 on contribute to Chrome click on ADD extension and your extension will be included okay 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 check in make sure to sign.
into the very same Gmail that you have included the uh you understand streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click on permit after including this is what your Gmail will look like now you can see here in our basic you know folders we are getting recently seen all tracked emails and updated 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 merges so you can see this is like our brand-new control panel for here I’ll be able to produce a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go develop 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 select these phases for your pipeline and you can really we have a lead contacted pitched demonstration 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 email from lead Source top priority market offer size business size close rate email thread count days and state and notes so if you want to add another phase you will click on this Plus on top and you will offer your stage a name let’s state that you really wanted to develop another um you know phase here for instance let’s state I didn’t have no strings so I can produce right here.
and you can provide it your color so we can really select various colors for each of the stages however I believe all of these are actually currently created so this is really pretty outstanding what I will do is I will really get rid of this one and if you seem like there is um I think pitched and demo are kind of like the same thing we just choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s get rid of the demonstration here and then we have working out with negotiating I can opt for 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 this plus here and we have totally free type a date check box drop down General email email tracking task 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 go with this one here this is the field that was in fact missing out on and I’ll actually rearrange and put the notes here all right email thread count close date okay company’s size deal size and Company size all right let’s get rid of the business size and I’m gon na really discover something else within the basic where we have actually created by date produced followers and more so I really wish to choose the produced.
by or possibly the followers due to the fact that I wish to monitor my staff member that are in fact 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 choices readily available within streak is really one of the most convenient and among the most uh you know versatile out there it’s very easy to use with design templates we have jobs too within my job again if I didn’t want to opt for these sales if I did with projects then I can choose the project phases right here and once again the fields the process is going to be similar you will select these stages from here on this plus button here and you can likewise provide it various various colors we likewise have business Dev here you can see then we have working with so if you do hiring then this is going to be your stages task search investor fundraising others property support and customized So within our assistance you can see we have inbound assigned dealing with resolved and sound this is actually pretty good and we likewise have custom where I can really start something from the scratch absolutely according to my company for me we merely have the sales so I’m gon na go with the sales here and click create private or.
shared so I will be sharing this with a staff member so I’m going to go with 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 really looks respectable now I will have the ability to add my Lead Series so you can actually click on this fall and we have handle phase or relabel so as I continue as I add various leads here what I I will do is I’ll just merely click and I’ll have the ability to include it click the top here include a box so click on ADD box here and I’m going to include a box in the lead section here and let’s simply call it brand-new and click on go into so now you can see we have actually one lead developed 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 include another lead let’s call it new two we can really open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work this way now you can see we have 2 leads then let’s state there was a gotten in touch with also there’s one working out so I’ll just simply click brand-new now once you produce a lead we can actually click here and it will now open up the different fields that we included so this is a brand-new Elite that I developed and we have all of these various columns we have the fields that we created remember and then we have invite colleagues so from here I can invite the employee we have include columns we have e-mails files and comments you can switch to the e-mails and it will show you the emails that you got in files we can even submit files and after that we have the remarks 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 finished 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 information gathered here and at the top we’re getting our account such as two leads one contacted and something like this and this is where you will be getting your list we can select various leads from here the stages and we can perform bulk actions such as deleting and sharing too uh one more thing with srix on top you will be able to see we have personal choice we have these 3 dots where we can find these phases Combinations and automation this is among the crucial ones click on this link and you’ll be able to really integrate um other apps within yourr transfer information for alerts for automations custom-made builds and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they really quickly and develop our CSV files likewise now I can switch to my different folders that we have here and I can produce a new pipeline we can switch to our simple Gmail very easily from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have produced we will even have our merge e-mails now with our so this is the merge e-mail and with merge email what occurs is I can really produce a follow-up emails and different storage e-mails here and we have active instructs so using is actually simple you can begin totally free by simply including the combination and now you know how to utilize as a total newbie don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me supply some context about my profession and how it relates to. As a self-employed journalist, I’ve worked with numerous customers, handled multiple tasks concurrently, and maintained an extensive network of contacts. Balancing these responsibilities can be frustrating, and I recognized the requirement for a central system to enhance my operations.
In my mission for an option, I explored different platforms but discovered them to be either too intricate or too pricey for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly incorporates with Gmail, making it ideal for freelance reporters who greatly count on e-mail communication. Here are some key benefits of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Company:.
enables you to track and organize your e-mails easily, providing you a clear summary of your communications with clients, leads, and collaborators.
You can create personalized pipelines straight within your inbox, making it easy to keep an eye on the development and manage of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and manage your sales process from list building to task conclusion.
You can categorize contacts, create custom stages, set suggestions, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Partnership and Teamwork:.
helps with partnership by enabling you to share pipelines and interact with team members within the platform.
You can assign tasks, share crucial e-mails, and team up in real-time, boosting productivity and guaranteeing everyone stays on the exact same page.
‘s versatile workflow system allows you to tailor your pipelines and automate repetitive jobs.
You can produce design templates for typical e-mail actions, schedule follow-ups, and set up suggestions, saving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, provides advantages in terms of coding and software application development. Here’s how:.
offers a robust API and comprehensive developer documentation, making it easy to incorporate with other tools and construct custom options.
This flexibility allows freelance journalists with coding skills to extend the performance of and tailor it to their specific needs.
Job Management for Software Development:.
‘s pipeline feature can be adjusted to handle software development jobs, from ideation to deployment.
You can create custom-made stages for various advancement stages, designate jobs to staff member, and track progress effectively.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and easy-to-use features, reducing the finding out curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collective functions that boost team effort and interaction.
Developer-friendly API for integration and customization.
Economical option for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation functions.
Reliance on Gmail for complete functionality, limiting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more budget-friendly option, particularly for freelancers and small businesses.
HubSpot has a free variation, however advanced features require a higher-tier paid subscription.
Features and Intricacy:.
offers a more thorough suite of features, consisting of sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, providing a streamlined experience.
Both and integrate with various third-party tools.
‘s seamless integration with Gmail is beneficial for users greatly reliant on e-mail interaction.
As a self-employed reporter, managing your hiring procedure and client relationships is critical to your success. offers a cost effective and intuitive solution that seamlessly integrates with Gmail, enabling you to enhance your operations and focus on your craft. While it might not have the advanced functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a material, editor, or author creator, can empower you to take control of your freelance journalism career by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.