As a seasoned freelance reporter, I comprehend the challenges of handling jobs, tracking leads, and nurturing customer relationships. In this short article, I will dig into the benefits of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for beginners hey guys invite back in this video I will be showing you how to utilize Streak Crm Lead Managementsoftware for your customer relations cooperation communication and a lot more so let’s enter into it to start with you need to go to streak.com and you will arrive at this website right here now is a sort of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is truly fantastic and I’ll reveal you how to do that as a total newbie it will help you personalize a best process for your team and you will have the ability to get your work done now let’s actually enter into the process now is readily available as an extension and it’s completely complimentary so as soon as 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 ADD extension and your extension will be included fine it’s done and now it is contributing to Gmail and it will take me directly 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 ensure to sign.
into the exact 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 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 emails and updated reply and after that we have this new option which is the pipeline so if I click on 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 develop a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go develop a new pipeline let’s really do that you will click new pipeline here and we have various alternatives firstly we have the stages so this is where you will select these stages for your pipeline and you can in fact we have 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 e-mail last e-mail from lead Source concern industry offer size company size close rate email thread count days and state and keeps in mind so if you want to include another stage you will click on this Plus on top and you will give your stage a name let’s state that you in fact wanted to develop another um you know phase here for instance let’s say I didn’t have no strings so I can develop right here.
and you can provide it your color so we can in fact select different colors for each of the stages however I think all of these are really currently produced so this is actually quite outstanding what I will do is I will in fact eliminate this one and if you seem like there is um I think pitched and demo are sort of like the very same thing we just choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s eliminate the demo here and after that we have negotiating with negotiating I can opt for 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 totally free type a date check box drop down General email e-mail tracking task calls and meetings so I do not 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 choose this one here this is the field that was actually missing out on and I’ll in fact reorganize and put the notes here all right email thread count close date alright business’s size deal size and Business size alright let’s get rid of the business size and I’m gon na in fact discover something else within the basic where we have actually produced by date developed fans and more so I in fact wish to go for the produced.
by or perhaps the fans because 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 desired for my pipeline now you can see there are a lot of choices readily available within streak is in fact one of the most convenient and among the most uh you understand versatile out there it’s very easy to use with design templates we have projects too within my job once again if I didn’t want to opt for these sales if I made with tasks then I can go with the job stages right here and once again the fields the process is going to be comparable you will pick these stages from here on this plus button here and you can likewise give it different various colors we also have service Dev here you can see then we have hiring so if you do employing then this is going to be your stages job search financier fundraising others real estate support and custom-made So within our assistance you can see we have incoming designated working on fixed and noise this is actually pretty good and we likewise have custom-made where I can in fact start something from the scratch absolutely according to my business for me we just have the sales so I’m gon na choose the sales here and click on develop personal or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click on develop now it will simply take a 2nd for a street to produce a pipeline for me so you can see this really looks pretty good now I will be able to add my Lead Series so you can really click on this fall and we have manage phase or relabel 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 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 just call it new and click on enter so now you can see we have actually one lead developed let’s say that there is really 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 brand-new two we can actually 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 two leads then let’s state there was a gotten in touch with too there’s one working out so I’ll just simply click brand-new now as soon as you produce a lead we can in fact 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 developed 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 employee we have include columns we have emails files and comments you can change to the emails 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 create 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 reveal you something like this we have all of our information collected 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 various leads from here the stages and we can carry out bulk actions such as erasing and sharing also uh another thing with srix at the top you will have the ability to see we have private alternative we have these 3 dots where we can discover these phases Combinations and automation this is among the important ones click on this link and you’ll have the ability to really incorporate um other apps within yourr transfer information for notifications for automations custom develops and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they really quickly and develop our CSV files similarly now I can switch to my different folders that we have here and I can develop a new pipeline we can change to our easy Gmail really quickly from here and it will also show me the e-mails that I will be receiving for my pipelines that I have actually developed we will even have our combine e-mails now with our so this is the merge email and with merge e-mail what takes place is I can actually produce a follow-up emails and various storage emails here and we have active advises so using is really simple you can get started totally free by simply including the combination and now you know how to utilize as a total novice do not.
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 journalist, I have actually dealt with various clients, handled multiple projects simultaneously, and kept a comprehensive network of contacts. Balancing these obligations can be overwhelming, and I recognized the requirement for a central system to improve my operations.
In my mission for a solution, I explored numerous platforms however found them to be either too costly or too intricate for my freelance setup. That’s when I found, 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 ideal for self-employed reporters who heavily count on e-mail interaction. Here are some essential benefits of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Company:.
permits you to track and arrange your emails easily, offering you a clear summary of your communications with customers, leads, and collaborators.
You can develop customizable pipelines directly within your inbox, making it easy to handle and monitor the development of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to visualize and handle your sales process from lead generation to task completion.
You can categorize contacts, create custom-made phases, set reminders, and track interactions, ensuring that no chance slips through the fractures.
Seamless Cooperation and Team Effort:.
facilitates partnership by permitting you to share pipelines and communicate with employee within the platform.
You can appoint tasks, share important emails, and work together in real-time, boosting performance and ensuring everyone remains on the very same page.
Customizable Workflows:.
‘s flexible workflow system enables you to personalize your pipelines and automate repetitive tasks.
You can create design templates for common e-mail reactions, schedule follow-ups, and established suggestions, conserving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in independent journalism, provides advantages in terms of coding and software development. Here’s how:.
Developer-Friendly Integration:.
supplies a robust API and substantial developer paperwork, making it easy to integrate with other tools and develop customized options.
This versatility allows freelance journalists with coding abilities to extend the functionality of and tailor it to their particular requirements.
Job Management for Software Development:.
‘s pipeline function can be adjusted to handle software application development projects, from ideation to release.
You can create custom phases for various development phases, assign tasks to staff member, and track progress effectively.
Advantages and disadvantages of
Pros:.
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive user interface and easy-to-use features, minimizing the learning curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collaborative features that boost team effort and communication.
Developer-friendly API for integration and customization.
Cost-effective option for freelancers and small companies.
Cons:.
Limited reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation features.
Dependence on Gmail for full functionality, limiting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While deals considerable advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
Expense:.
offers a more budget-friendly solution, specifically for freelancers and small companies.
HubSpot has a totally free variation, but advanced features require a higher-tier paid membership.
Functions and Complexity:.
offers a more comprehensive suite of functions, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, offering a structured experience.
Integration:.
Both and incorporate with different third-party tools.
‘s seamless integration with Gmail is helpful for users heavily reliant on email interaction.
Conclusion:.
As a self-employed journalist, handling your hiring procedure and customer relationships is vital to your success. offers a instinctive and affordable solution that seamlessly incorporates with Gmail, enabling you to simplify your operations and focus on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a author, editor, or material creator, can empower you to take control of your freelance journalism profession 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.