As a seasoned freelance reporter, I understand the challenges of managing projects, tracking leads, and nurturing client relationships. In this short article, I will dig into the advantages of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison 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 Vs Base Crm for your consumer relations collaboration interaction and a lot more so let’s enter it firstly you need to go to streak.com and you will land on this site right here now is a sort of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is actually incredible and I’ll reveal you how to do that as a total novice it will assist you tailor a perfect procedure for your group and you will have the ability to get your work done now let’s really enter into the procedure now is offered as an extension and it’s entirely 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 pick this one now it will take you to Chrome dot google.com extensions and this is our extension here click contribute to Chrome click on ADD extension and your extension will be added alright it’s done and now it is adding 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 same Gmail that you have actually added 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 enable after including this is what your Gmail will look like now you can see here in our simple you know folders we are getting just recently viewed all tracked e-mails and upgraded reply and then we have this new choice 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 new control panel for here I’ll have the ability to develop a new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go create a new pipeline let’s really do that you will click on brand-new pipeline here and we have various alternatives to start with we have the stages so this is where you will choose these stages for your pipeline and you can really we have a lead called pitched demonstration working out close phone closed uh you understand then we have supporting alright then we have Fields so in fields we have a date of last email last email from lead Source top priority industry offer size company size close rate email thread count days and state and notes so if you want to add another phase you will click this Plus at the top and you will give your phase a name let’s say that you in fact wished to develop another um you understand stage here for example let’s state I didn’t have no strings so I can produce right here.
and you can offer it your color so we can in fact pick various colors for each of the stages however I believe all of these are actually currently created so this is really pretty impressive 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 kind of like the same thing we simply go with 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 demo 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 different fields that you want so you will click this plus here and we have complimentary type a date check box drop down General e-mail email tracking job calls and meetings so I do not 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 choose this one here this is the field that was really missing out on and I’ll actually reorganize and put the notes here okay e-mail thread count close date alright business’s size deal size and Company size all right let’s eliminate the company size and I’m gon na in fact discover something else within the general where we have actually created by date produced followers and more so I in fact wish to go for the produced.
by or possibly the fans due to the fact that I wish to keep an eye on my employee that are actually 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 great deal of options offered within streak is really among the easiest and one of the most uh you understand flexible out there it’s very easy to use with templates we have jobs too within my job again if I didn’t want to go for these sales if I finished with projects then I can choose the job phases right here and once again the fields the process is going to be comparable you will pick these phases from here on this plus button here and you can also provide it various different colors we likewise have organization Dev here you can see then we have hiring so if you do working with then this is going to be your stages task search investor fundraising others property assistance and customized So within our assistance you can see we have incoming designated working on fixed and noise this is actually respectable and we likewise have customized where I can in fact start something from the scratch absolutely according to my business for me we merely have the sales so I’m gon na choose the sales here and click on produce private or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click on create now it will simply take a 2nd for a street to create a pipeline for me so you can see this in fact 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 add different leads here what I I will do is I’ll just simply click and I’ll be able 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 simply call it new and click enter so now you can see we have 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 brand-new I’m going to add another lead let’s call it brand-new two we can actually open this up in a new tab from here too but I’m just for now I’m just gon na work this way now you can see we have 2 leads then let’s say there was a called also there’s one negotiating so I’ll just merely click new now when you develop a lead we can actually click here and it will now open up the various fields that we added so this is a new Elite that I produced and we have all of these different columns we have the fields that we developed remember and after that we have welcome colleagues so from here I can welcome the team members we have include columns we have emails files and remarks you can switch 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 once again we have the call log we have our meeting notes and we even have our.
attachments so this is how you produce a lead within your once you’re finished with this you can really click go into 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 2 leads one contacted 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 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 private alternative we have these 3 dots where we can find these stages Combinations and automation this is one of the essential ones click here and you’ll have the ability to in fact integrate um other apps within yourr transfer data for notices for automations custom-made develops and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they really quickly and create our CSV files likewise 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 simple Gmail very quickly from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have actually developed 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 develop a follow-up e-mails and different storage e-mails here and we have active instructs so utilizing is really easy you can begin free of charge by just adding the integration and now you understand how to utilize as a total beginner don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it associates with. As a freelance journalist, I have actually worked with numerous customers, managed several jobs simultaneously, and kept a comprehensive network of contacts. Balancing these obligations can be overwhelming, and I acknowledged the need for a central system to streamline my operations.
In my mission for a service, I checked out different platforms however found them to be either too pricey or too complex for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly integrates with Gmail, making it ideal for freelance reporters who heavily rely on email interaction. Here are some key advantages of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Organization:.
enables you to track and organize your emails easily, providing you a clear introduction of your communications with customers, leads, and partners.
You can produce adjustable pipelines straight within your inbox, making it easy to keep track of the progress and handle of your jobs and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales procedure from list building to task conclusion.
You can classify contacts, create custom-made stages, set reminders, and track interactions, ensuring that no chance slips through the cracks.
Smooth Collaboration and Team Effort:.
facilitates partnership by enabling you to share pipelines and communicate with employee within the platform.
You can appoint tasks, share crucial emails, and team up in real-time, boosting efficiency and ensuring everybody remains on the same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repetitive jobs.
You can develop templates for typical e-mail actions, schedule follow-ups, and set up pointers, conserving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, uses advantages in terms of coding and software advancement. Here’s how:.
supplies a robust API and extensive developer paperwork, making it easy to integrate with other tools and develop custom-made services.
This flexibility enables freelance reporters with coding abilities to extend the performance of and customize it to their specific requirements.
Project Management for Software Development:.
‘s pipeline function can be adjusted to handle software advancement tasks, from ideation to deployment.
You can produce custom phases for different advancement phases, appoint tasks to staff member, and track progress effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
Instinctive user interface and user friendly functions, minimizing the learning curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collective features that boost teamwork and interaction.
Developer-friendly API for combination and personalization.
Cost-efficient solution for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for complete functionality, restricting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more economical solution, particularly for freelancers and small businesses.
HubSpot has a free variation, however advanced functions require a higher-tier paid subscription.
Functions and Intricacy:.
offers a more detailed suite of features, including sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, using a streamlined experience.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is beneficial for users heavily reliant on e-mail communication.
As an independent journalist, managing your hiring procedure and customer relationships is critical to your success. deals a instinctive and affordable solution that flawlessly integrates with Gmail, enabling you to improve your operations and focus on your craft. While it may not have the innovative functions of bigger CRM platforms like HubSpot,’s simpleness, 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 profession by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.