As a skilled freelance reporter, I comprehend the obstacles of managing tasks, tracking leads, and nurturing customer relationships. In this post, I will delve into the advantages 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 utilize for novices hey men welcome back in this video I will be showing you how to use Streak Inc Crm For Startups for your consumer relations partnership interaction and much more so let’s enter into it firstly you need to go to streak.com and you will arrive on this website right here now is a type of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is really fantastic and I’ll reveal you how to do that as a total novice it will assist you customize a best procedure for your team and you will have the ability to get your work done now let’s in fact enter into the procedure now is available as an extension and it’s completely free so once you get to the site you’ll get this choice here which is contribute 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 add 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 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 just check 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 simply scroll down and click on permit 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 emails and updated reply and after that we have this brand-new choice 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 resembles our new control panel for here I’ll be able to produce 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 brand-new pipeline let’s in fact do that you will click new pipeline here and we have various alternatives to start with we have the stages so this is where you will select these phases for your pipeline and you can in fact we have actually a lead contacted pitched demonstration negotiating 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 e-mail from lead Source priority industry deal size company size close rate email thread count days and state and notes so if you want to add another stage you will click this Plus on top and you will provide your phase a name let’s state that you in fact wanted to create another um you understand stage here for example let’s state I didn’t have no strings so I can create right here.
and you can give it your color so we can actually select different colors for each of the stages but I think all of these are really already created so this is in fact pretty outstanding what I will do is I will actually eliminate this one and if you feel like there is um I think pitched and demo are sort of like the exact same thing we simply choose the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s get rid of the demo here and then we have negotiating with negotiating I can choose 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 desire so you will click this plus here and we have free form a date check box drop down General email e-mail tracking task calls and conferences 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 choose this one here this is the field that was actually missing and I’ll actually rearrange and put the notes here fine email thread count close date fine business’s size deal size and Business size alright let’s eliminate the company size and I’m gon na actually discover something else within the basic where we have created by date created fans and more so I actually want to go for the developed.
by or possibly the followers because I wish to keep track of my employee that are in fact following this so I will you understand put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a great deal of choices available within streak is actually one of the easiest and one of the most uh you understand flexible out there it’s extremely easy to use with templates we have jobs too within my project once again if I didn’t wish to choose these sales if I made with jobs then I can opt for the task stages right here and once again the fields the process is going to be similar you will pick these phases from here on this plus button here and you can also offer it various different colors we also have service Dev here you can see then we have working with so if you do working with then this is going to be your stages task search financier fundraising others realty assistance and custom So within our support you can see we have incoming assigned dealing with solved and sound this is in fact respectable and we also have custom-made where I can in fact start something from the scratch totally according to my company 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 a staff member so I’m going to go with the shared one here and click produce now it will simply take a second for a street to develop a pipeline for me so you can see this actually looks pretty good now I will have the ability to include my Lead Series so you can actually click this fall and we have manage phase or rename so as I continue as I add different leads here what I I will do is I’ll just simply click and I’ll have the ability to include 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 area here and let’s just call it new and click on get in so now you can see we have one lead created let’s state 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 add another lead let’s call it new two we can actually open this up in a 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 contacted also there’s one working out so I’ll just simply click brand-new now when you develop a lead we can really click on this link and it will now open the different fields that we included so this is a new Elite that I developed and we have all of these various columns we have the fields that we developed remember 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 change to the emails and it will reveal you the emails that you got in files we can even submit files and after that we have the comments at the top here once again we have the call log we have our conference 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 actually click 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 2 leads one contacted 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 perform bulk actions such as deleting and sharing too uh another thing with srix on top you will have the ability to see we have private option we have these three dots where we can find these stages Integrations and automation this is one of the crucial ones click here and you’ll have the ability to in fact integrate um other apps within yourr transfer information for notices 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 produce our CSV files likewise now I can change to my various folders that we have here and I can create a new pipeline we can change to our simple Gmail extremely quickly from here and it will likewise show me the emails that I will be getting for my pipelines that I have actually developed we will even have our combine e-mails now with our so this is the merge e-mail and with merge email what takes place is I can actually produce a follow-up e-mails and different storage e-mails here and we have active advises so using is truly simple you can get started free of charge by just adding the integration and now you understand how to utilize as a total novice do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me provide some context about my profession and how it connects to. As an independent reporter, I’ve worked with various clients, handled numerous jobs simultaneously, and maintained a substantial network of contacts. Balancing these obligations can be overwhelming, and I acknowledged the need for a centralized system to streamline my operations.
In my mission for a service, I explored different platforms but found them to be either too complicated or too pricey for my freelance setup. That’s when I discovered, 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 perfect for self-employed reporters who greatly count on e-mail interaction. Here are some crucial benefits of using for your freelance journalism employing process:.
Instinctive Email Tracking and Organization:.
permits you to track and organize your emails easily, offering you a clear summary of your interactions with customers, leads, and partners.
You can create personalized pipelines directly within your inbox, making it easy to monitor the progress and handle of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to picture and handle your sales process from list building to job conclusion.
You can categorize contacts, create custom stages, set tips, and track interactions, ensuring that no chance slips through the fractures.
Smooth Collaboration and Team Effort:.
facilitates collaboration by enabling you to share pipelines and interact with employee within the platform.
You can designate tasks, share important emails, and collaborate in real-time, improving performance and making sure everyone remains on the exact same page.
‘s flexible workflow system enables you to customize your pipelines and automate recurring jobs.
You can produce design templates for typical e-mail reactions, schedule follow-ups, and set up pointers, saving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, uses benefits in terms of coding and software application advancement. Here’s how:.
supplies a robust API and comprehensive developer documentation, making it simple to incorporate with other tools and build customized solutions.
This flexibility enables independent journalists with coding skills to extend the performance of and customize it to their specific requirements.
Task Management for Software Application Development:.
‘s pipeline feature can be adjusted to manage software application development jobs, from ideation to release.
You can develop custom-made phases for various advancement phases, designate jobs to employee, and track progress efficiently.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive user interface and easy-to-use functions, minimizing the finding out curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collaborative functions that enhance team effort and interaction.
Developer-friendly API for combination and modification.
Cost-effective service for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for full performance, limiting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
offers a more cost effective solution, particularly for freelancers and small companies.
HubSpot has a complimentary version, however advanced functions require a higher-tier paid subscription.
Functions and Complexity:.
offers a more extensive suite of functions, including sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, using a streamlined experience.
Both and incorporate with different third-party tools.
‘s seamless combination with Gmail is helpful for users greatly reliant on e-mail communication.
As a self-employed reporter, managing your hiring procedure and customer relationships is vital to your success. deals a budget-friendly and intuitive service that perfectly incorporates with Gmail, enabling you to improve your operations and concentrate on your craft. While it might not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a material, editor, or writer creator, can empower you to take control of your freelance journalism profession by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.