As a seasoned freelance reporter, I comprehend the challenges of handling projects, tracking leads, and supporting customer relationships. In this article, I will delve into the benefits of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey people welcome back in this video I will be showing you how to utilize Streak Crm Nederlands for your customer relations partnership communication and far more so let’s enter into it firstly you require to go to streak.com and you will arrive on this site 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 actually turn our Gmail into a platform which is truly fantastic and I’ll show you how to do that as a total novice it will assist you personalize a perfect process for your team and you will be able to get your work done now let’s in fact get into the procedure now is available as an extension and it’s totally totally free so as soon as you get to the site you’ll get this alternative 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 on 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 just check in make sure to sign.
into the exact same Gmail that you have included 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 permit after including this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting just recently seen all tracked emails and updated reply and then we have this new alternative 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 is like our brand-new dashboard for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go develop a new pipeline let’s actually do that you will click on brand-new pipeline here and we have various options first of all we have the stages so this is where you will select these stages for your pipeline and you can actually we have a lead gotten in touch with pitched demonstration working out close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last e-mail last email from lead Source priority market deal size business size close rate e-mail thread count days and state and keeps in mind so if you wish to add another stage you will click this Plus at the top and you will offer your stage a name let’s state that you in fact wished to develop another um you understand stage 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 but I think all of these are actually already created so this is actually quite outstanding what I will do is I will really eliminate this one and if you seem like there is um I think pitched and demonstration are kind of like the very same thing we simply choose 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 working out 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 complimentary type a date check box fall General e-mail email tracking task calls and meetings 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 in fact missing out on and I’ll actually rearrange and put the notes here all right email thread count close date alright business’s size deal size and Business size all right let’s get rid of the business size and I’m gon na actually find something else within the basic where we have actually produced by date produced followers and more so I really want to opt for the developed.
by or perhaps the fans due to the fact that I wish to keep track of my team members that are in fact following this so I will you know put it right here now these are the a few of the fields that I desired for my pipeline now you can see there are a great deal of options offered within streak is really one of the easiest and one of the most uh you know flexible out there it’s very easy to use with design templates we have tasks too within my project again if I didn’t want to go for these sales if I finished with jobs then I can go with 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 various different colors we likewise have organization Dev here you can see then we have employing so if you do hiring then this is going to be your stages task search investor fundraising others real estate support and custom-made So within our support you can see we have inbound assigned dealing with fixed and sound this is in fact pretty good and we likewise have customized where I can in fact start something from the scratch completely according to my business for me we simply 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 choose the shared one here and click produce now it will just take a 2nd for a street to develop a pipeline for me so you can see this really 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 manage stage or relabel so as I proceed as I include different leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click on the top here add 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 get in 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 brand-new I’m going to add another lead let’s call it brand-new 2 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 in this manner now you can see we have two leads then let’s say there was a gotten in touch with as well there’s one working out so I’ll just simply click on brand-new now once you develop a lead we can in fact click here and it will now open the various 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 developed remember and then we have welcome teammates so from here I can invite the employee we have include columns we have emails files and remarks 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 conference 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 in fact click on get in and it will be closed now it will reveal you something like this we have all of our data collected 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 choose different 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 be able to see we have private option we have these three dots where we can find these stages Combinations and automation this is among the important ones click on this link and you’ll have the ability to in fact incorporate um other apps within yourr transfer data for notifications for automations custom develops and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they very easily and create our CSV files similarly now I can change to my different folders that we have here and I can develop a brand-new pipeline we can change to our basic Gmail really quickly from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have developed we will even have our combine e-mails now with our so this is the merge email and with merge e-mail what occurs is I can in fact develop a follow-up e-mails and various storage e-mails here and we have active advises so utilizing is actually simple you can start free of charge by just adding the integration and now you know how to utilize as a complete novice do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me offer some context about my profession and how it associates with. As an independent reporter, I have actually worked with many customers, managed several tasks at the same time, and maintained an extensive network of contacts. Balancing these responsibilities can be frustrating, and I recognized the need for a centralized system to simplify my operations.
In my quest for a solution, I checked out different platforms however found them to be either too pricey or too intricate for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly integrates with Gmail, making it ideal for independent reporters who greatly rely on email communication. Here are some essential advantages of using for your freelance journalism hiring procedure:.
User-friendly Email Tracking and Organization:.
enables you to track and organize your emails effortlessly, providing you a clear overview of your interactions with clients, leads, and collaborators.
You can produce personalized pipelines directly within your inbox, making it simple to keep an eye on the development and handle of your assignments and jobs.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and manage your sales process from lead generation to project completion.
You can classify contacts, develop custom phases, set reminders, and track interactions, guaranteeing that no opportunity slips through the fractures.
Smooth Collaboration and Teamwork:.
assists in partnership by permitting you to share pipelines and communicate with employee within the platform.
You can appoint jobs, share important emails, and collaborate in real-time, enhancing performance and making sure everyone remains on the exact same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repeated jobs.
You can produce design templates for typical e-mail responses, schedule follow-ups, and established reminders, conserving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, provides advantages in terms of coding and software advancement. Here’s how:.
offers a robust API and comprehensive developer documentation, making it simple to incorporate with other tools and build custom-made solutions.
This versatility allows freelance reporters with coding abilities to extend the performance of and tailor it to their particular requirements.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adapted to manage software development jobs, from ideation to release.
You can create custom-made stages for different advancement stages, appoint tasks to team members, and track development effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and user friendly features, decreasing the discovering curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collaborative functions that enhance team effort and interaction.
Developer-friendly API for integration and modification.
Affordable service for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for complete functionality, limiting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While deals substantial benefits for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more economical service, particularly for freelancers and small businesses.
HubSpot has a totally free version, however advanced functions need a higher-tier paid membership.
Functions and Intricacy:.
offers a more detailed suite of functions, including innovative marketing automation and analytics.
focuses on simpleness and ease of use, using a streamlined experience.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is beneficial for users greatly reliant on e-mail interaction.
As a freelance reporter, handling your hiring procedure and client relationships is vital to your success. deals a budget friendly and intuitive solution that seamlessly incorporates with Gmail, allowing you to simplify your operations and focus on your craft. While it might not have the innovative functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a author, editor, or content 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 ventures.