As a seasoned freelance reporter, I comprehend the difficulties of managing jobs, tracking leads, and supporting customer relationships. In this short article, I will delve into the benefits of utilizing 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 newbies hey people invite back in this video I will be showing you how to use Streak Daily Email Summary Crm for your customer relations cooperation interaction and a lot more so let’s enter into it firstly you require to go to streak.com and you will land on this site right here now is a kind of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub 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 total novice it will help you personalize a best procedure for your group and you will have the ability to get your work done now let’s actually enter the procedure now is readily available as an extension and it’s entirely free so when you get to the website you’ll get this option here which is contribute 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 on contribute to Chrome click on ADD extension and your extension will be included all right 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 sign in ensure to sign.
into the same Gmail that you have actually added 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 on allow after including this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting recently viewed all tracked emails and upgraded reply and then we have this 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 new control panel for here I’ll be able to create a 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 really do that you will click brand-new pipeline here and we have various alternatives firstly we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have a lead contacted pitched demo negotiating close phone closed uh you understand 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 concern market offer size company size close rate e-mail thread count days and state and keeps in mind so if you want to include another phase you will click this Plus at the top and you will give your phase a name let’s say that you actually wished to develop another um you understand phase here for example let’s state I didn’t have no strings so I can create 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 in fact already developed so this is actually pretty outstanding what I will do is I will actually get rid of this one and if you seem like there is um I think pitched and demonstration are type of like the 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 get rid of the demonstration here and after that we have negotiating 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 various fields that you want so you will click this plus here and we have free kind 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 really missing out on and I’ll really rearrange and put the notes here all right email thread count close date fine business’s size offer size and Business size fine let’s eliminate the company size and I’m gon na really find something else within the general where we have actually created by date developed followers and more so I really want to go for the developed.
by or perhaps the fans due to the fact that I wish to track my team members 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 options available within streak is in fact among the simplest and one of the most uh you understand flexible out there it’s really easy to use with design templates we have jobs too within my task once again if I didn’t want to choose these sales if I made with projects then I can opt for the job stages right here and once again the fields the process is going to be similar you will pick these stages from here on this plus button here and you can likewise offer it different different colors we likewise have organization Dev here you can see then we have employing so if you do employing then this is going to be your stages task search investor fundraising others realty assistance and custom So within our assistance you can see we have actually inbound appointed dealing with fixed and sound this is really respectable and we also have custom where I can in fact start something from the scratch completely according to my business for me we just have the sales so I’m gon na opt for the sales here and click on produce personal or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click develop now it will just take a 2nd 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 on this fall and we have manage stage or rename 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 include it click on the top here add a box so click ADD box here and I’m going to add a box in the lead area here and let’s just 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 really 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 include another lead let’s call it brand-new two we can in fact 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 two leads then let’s state there was a called too there’s one working out so I’ll just simply click new now as soon as you develop a lead we can actually click on this link and it will now open the various 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 produced keep in mind and after that we have welcome teammates so from here I can welcome the staff member we have add columns we have e-mails files and comments you can switch to the e-mails and it will reveal you the emails that you got in files we can even submit files and then we have the comments 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 once you’re finished with this you can in fact click on get in 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 gotten in touch with and something like this and this is where you will be getting your list we can select different leads from here the stages and we can carry out bulk actions such as erasing and sharing also uh one more thing with srix on top you will have the ability to see we have private option we have these three dots where we can discover these phases Integrations and automation this is one of the important ones click on this link and you’ll have the ability to actually incorporate um other apps within yourr transfer information for notices for automations customized builds and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they really easily and develop our CSV files similarly now I can change to my various folders that we have here and I can create a new pipeline we can switch to our easy Gmail really quickly from here and it will also reveal me the emails that I will be getting for my pipelines that I have created we will even have our merge e-mails now with our so this is the merge e-mail and with combine e-mail what occurs is I can actually produce a follow-up emails and various storage emails here and we have active instructs so using is really easy you can start for free by just including the combination and now you know how to utilize as a total beginner don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me offer some context about my profession and how it relates to. As a self-employed reporter, I’ve dealt with many clients, managed multiple jobs concurrently, and preserved an extensive network of contacts. Balancing these duties can be overwhelming, and I acknowledged the requirement for a central system to streamline my operations.
In my quest for a service, I explored various platforms but discovered them to be either too complex or too pricey 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 perfectly incorporates with Gmail, making it ideal for independent reporters who greatly rely on email communication. Here are some key benefits of using for your freelance journalism working with process:.
Instinctive Email Tracking and Organization:.
allows you to track and organize your e-mails easily, giving you a clear summary of your communications with customers, leads, and collaborators.
You can produce customizable pipelines straight within your inbox, making it easy to monitor the development and handle of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to visualize and manage your sales procedure from lead generation to task conclusion.
You can categorize contacts, develop custom phases, set reminders, and track interactions, making sure that no chance slips through the cracks.
Smooth Collaboration and Teamwork:.
facilitates partnership by permitting you to share pipelines and communicate with team members within the platform.
You can appoint jobs, share important e-mails, and collaborate in real-time, improving productivity and guaranteeing everyone remains on the very same page.
‘s flexible workflow system enables you to personalize your pipelines and automate recurring tasks.
You can develop design templates for typical e-mail actions, schedule follow-ups, and established reminders, saving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, provides advantages in terms of coding and software application development. Here’s how:.
supplies a robust API and extensive designer paperwork, making it easy to incorporate with other tools and build custom solutions.
This versatility permits self-employed reporters with coding skills to extend the functionality of and tailor it to their specific requirements.
Project Management for Software Application Development:.
‘s pipeline function can be adapted to handle software application development projects, from ideation to implementation.
You can develop customized phases for various development phases, assign tasks to team members, and track development effectively.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and easy-to-use features, reducing the learning curve.
Customizable pipelines and workflows to adapt to private requirements.
Collective features that boost team effort and interaction.
Developer-friendly API for integration and personalization.
Economical solution for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for full performance, limiting compatibility with other email providers.
Contrast with HubSpot CRM:.
While deals substantial advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more cost effective service, specifically for freelancers and small businesses.
HubSpot has a totally free variation, however advanced functions require a higher-tier paid subscription.
Functions and Intricacy:.
provides a more extensive suite of functions, including 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 seamless combination with Gmail is useful for users greatly reliant on email communication.
As a self-employed reporter, managing your hiring process and customer relationships is vital to your success. offers a affordable and user-friendly solution that perfectly integrates with Gmail, enabling you to enhance your operations and focus on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a author, content, or editor creator, 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 effect of Streak CRM in your freelance journalism endeavors.