As an experienced freelance reporter, I comprehend the challenges of managing jobs, tracking leads, and supporting client relationships. In this post, I will dive into the benefits of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for beginners hey men welcome back in this video I will be showing you how to utilize Streak Crm Training for your customer relations partnership interaction and much more so let’s get into it firstly 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 contribute to our simple Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is truly incredible and I’ll reveal you how to do that as a complete beginner it will assist you personalize a best process for your team and you will have the ability to get your work done now let’s actually get into the process now is offered as an extension and it’s entirely complimentary so as soon as you get to the website you’ll get this choice 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 add to Chrome click 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 sign in make certain to sign.
into the same Gmail that you have included the uh you know streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click enable after adding this is what your Gmail will look like now you can see here in our simple you know folders we are getting recently viewed all tracked emails and updated reply and after that we have this brand-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 new dashboard for here I’ll have the ability to produce 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 produce a new pipeline let’s really do that you will click new pipeline here and we have various alternatives first off 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 demo negotiating close phone closed uh you understand then we have supporting okay then we have Fields so in fields we have a date of last email last e-mail from lead Source concern market offer size business 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 provide your phase a name let’s say that you in fact wanted to produce another um you understand stage 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 actually choose various colors for each of the stages but I believe all of these are in fact already developed so this is in fact quite outstanding what I will do is I will really get rid of this one and if you seem like there is um I believe pitched and demo are kind of like the very same thing we simply opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s get rid of the demonstration 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 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 free type a date check box drop down General email e-mail tracking job 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 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 all right e-mail thread count close date alright business’s size deal size and Business size okay let’s get rid of the business size and I’m gon na in fact find something else within the basic where we have actually produced by date developed followers and more so I really wish to opt for the produced.
by or maybe the followers since I want to keep an eye on my team members that are really following this so I will you know put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a lot of choices available within streak is actually one of the most convenient and one of the most uh you know versatile out there it’s extremely easy to use with design templates we have tasks too within my project once 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 procedure is going to be similar you will select these stages from here on this plus button here and you can also offer it various different 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 job search investor fundraising others property support and custom So within our assistance you can see we have inbound assigned working on dealt with and noise this is really pretty good and we likewise have customized where I can actually start something from the scratch totally according to my business for me we just have the sales so I’m gon na go with 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 on produce now it will simply take a second for a street to produce 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 in fact click this fall and we have handle phase or rename so as I proceed as I add different leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click the top here add a box so click 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 enter so now you can see we have one lead produced let’s state that there is actually 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 actually open this up in a brand-new tab from here too but I’m just for now I’m just gon na work by doing this now you can see we have 2 leads then let’s say there was a contacted as well there’s one working out so I’ll just merely click on 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 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 keep in mind and then we have welcome teammates so from here I can welcome the team members we have add 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 publish files and then we have the remarks at the top here once 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 go into and it will be closed now it will reveal 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 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 too uh one more thing with srix at the top you will have the ability to see we have personal option we have these 3 dots where we can discover these phases Combinations and automation this is one of the important ones click here and you’ll be able to in fact incorporate um other apps within yourr transfer data for alerts for automations customized develops and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they really easily and produce our CSV files similarly now I can change to my different folders that we have here and I can produce a new pipeline we can change to our simple Gmail very quickly from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have produced we will even have our combine emails now with our so this is the merge e-mail and with combine email what happens is I can really develop a follow-up emails and various storage emails here and we have active advises so using is truly simple you can get going for free by simply adding the combination and now you know how to utilize as a total newbie do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me supply some context about my career and how it connects to. As an independent journalist, I have actually dealt with numerous customers, managed several jobs at the same time, and preserved an extensive network of contacts. Balancing these responsibilities can be overwhelming, and I recognized the need for a centralized system to simplify my operations.
In my quest for a solution, I checked out numerous platforms but discovered them to be either too pricey or too complicated 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 flawlessly incorporates with Gmail, making it ideal for freelance journalists who greatly rely on email interaction. Here are some essential benefits of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Organization:.
enables you to track and arrange your emails effortlessly, offering you a clear summary of your interactions with customers, leads, and partners.
You can produce customizable pipelines straight within your inbox, making it easy to handle and keep track of the development of your tasks and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to imagine and handle your sales procedure from lead generation to job completion.
You can classify contacts, develop custom-made phases, set pointers, and track interactions, making sure that no chance slips through the fractures.
Seamless Cooperation and Team Effort:.
facilitates collaboration by allowing you to share pipelines and communicate with employee within the platform.
You can assign tasks, share essential e-mails, and team up in real-time, boosting efficiency and guaranteeing everyone remains on the very same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repeated tasks.
You can develop design templates for typical email reactions, schedule follow-ups, and established suggestions, conserving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in independent journalism, offers advantages in regards to coding and software advancement. Here’s how:.
supplies a robust API and extensive developer paperwork, making it easy to incorporate with other tools and construct custom services.
This flexibility enables freelance journalists with coding skills to extend the performance of and tailor it to their specific needs.
Project Management for Software Application Advancement:.
‘s pipeline function can be adjusted to handle software application development jobs, from ideation to deployment.
You can create custom phases for different development stages, designate jobs to employee, and track progress effectively.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly user interface and easy-to-use functions, decreasing the learning curve.
Personalized pipelines and workflows to adapt to private requirements.
Collective features that boost teamwork and interaction.
Developer-friendly API for integration and customization.
Economical solution for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for complete functionality, restricting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While deals substantial benefits for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more budget-friendly solution, particularly for freelancers and small businesses.
HubSpot has a totally free version, but advanced functions require a higher-tier paid membership.
Functions and Intricacy:.
supplies a more thorough suite of functions, consisting of sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is useful for users heavily reliant on email interaction.
As an independent journalist, managing your hiring procedure and client relationships is vital to your success. deals a budget friendly and instinctive solution that effortlessly integrates with Gmail, enabling you to improve your operations and focus on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re an editor, writer, or content developer, can empower you to take control of your freelance journalism career by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.