As a skilled freelance reporter, I understand the difficulties of managing jobs, tracking leads, and supporting customer relationships. In this short article, I will dive into the advantages of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey guys invite back in this video I will be revealing you how to use Streak S Crm for your client relations collaboration interaction and far more so let’s enter it first off you need to go to streak.com and you will arrive at this website right here now is a type of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is truly fantastic and I’ll show you how to do that as a complete beginner it will assist you customize a best procedure for your group and you will have the ability to get your work done now let’s in fact get into the process now is readily available as an extension and it’s entirely complimentary so when you get to the website you’ll get this option 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 contribute to Chrome click ADD extension and your extension will be included 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 sign in make sure to sign.
into the very same Gmail that you have added the uh you understand streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click allow after including this is what your Gmail will appear like now you can see here in our basic you know folders we are getting recently viewed all tracked emails and updated reply and after that we have this brand-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 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 hiring so this is where we’ll go develop a brand-new pipeline let’s really do that you will click on new pipeline here and we have various alternatives to start with we have the stages so this is where you will pick these phases for your pipeline and you can actually we have actually a lead called pitched demonstration negotiating close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern market deal size company size close rate e-mail thread count days and state and keeps in mind so if you want to add another phase you will click on this Plus at the top and you will offer your phase a name let’s state that you in fact wanted to produce another um you understand stage here for example let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can actually select different colors for each of the stages but I think all of these are actually currently developed so this is actually quite excellent what I will do is I will in fact get rid of this one and if you feel like there is um I think pitched and demonstration are kind of like the exact same thing we simply choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s eliminate 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 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 on this plus here and we have totally free form a date check box fall General email email tracking job calls and meetings 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 actually missing and I’ll actually rearrange and put the notes here fine email thread count close date okay company’s size offer size and Business size alright let’s get rid of the company size and I’m gon na in fact discover something else within the general where we have actually created by date created fans and more so I actually wish to opt for the created.
by or perhaps the followers since I want 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 wanted for my pipeline now you can see there are a lot of alternatives offered within streak is in fact among the easiest and among the most uh you understand flexible out there it’s really easy to use with templates we have tasks too within my task again if I didn’t wish to go for these sales if I did with tasks then I can opt for the project 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 offer it various various colors we likewise have organization Dev here you can see then we have hiring so if you do employing then this is going to be your phases task search investor fundraising others real estate support and custom-made So within our support you can see we have actually incoming appointed dealing with dealt with and sound this is really respectable and we also have customized where I can really start something from the scratch totally according to my company for me we simply have the sales so I’m gon na opt for the sales here and click 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 create now it will simply take a 2nd for a street to develop a pipeline for me so you can see this in fact looks pretty good now I will have the ability to include my Lead Series so you can in fact click this fall and we have handle phase or rename so as I continue as I add various 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 include 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 on get in so now you can see we have actually one lead created let’s say that there is really closed one so I’m going to include one here let’s just for now let’s call it new I’m going to include another lead let’s call it brand-new two we can actually open this up in a new tab from here too however 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 called as well there’s one working out so I’ll just simply click brand-new now as soon as you produce a lead we can really click here 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 remember and after that we have invite teammates so from here I can welcome the team members we have include columns we have emails files and remarks you can change to the emails and it will show you the emails that you got in files we can even upload files and then 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 develop a lead within your as soon as you’re made with this you can really click on enter 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 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 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 alternative we have these three dots where we can discover these phases Combinations and automation this is one of the crucial ones click here and you’ll have the ability to in fact incorporate um other apps within yourr transfer information for notifications for automations custom constructs and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they very easily and develop our CSV files similarly now I can switch to my various folders that we have here and I can create a brand-new pipeline we can switch to our basic Gmail really easily from here and it will also reveal me the emails that I will be getting for my pipelines that I have actually produced we will even have our merge emails now with our so this is the merge email and with merge e-mail what happens is I can really create a follow-up e-mails and various storage e-mails here and we have active advises so using is really simple you can start for free by simply adding the combination and now you know how to use as a complete 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 profession and how it associates with. As an independent reporter, I’ve worked with various customers, managed numerous tasks all at once, and kept an extensive network of contacts. Juggling these obligations can be frustrating, and I acknowledged the requirement for a centralized system to improve my operations.
In my mission for an option, I checked out different platforms but discovered them to be either too intricate or too costly 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 customer relationship management tool that flawlessly integrates with Gmail, making it perfect for freelance journalists who greatly depend on e-mail interaction. Here are some key advantages of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Company:.
permits you to track and arrange your emails effortlessly, giving you a clear summary of your communications with customers, leads, and partners.
You can produce personalized pipelines straight within your inbox, making it easy to manage and keep an eye on the development of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to imagine and handle your sales process from list building to job completion.
You can categorize contacts, develop custom stages, set pointers, and track interactions, ensuring that no opportunity slips through the fractures.
Seamless Partnership and Teamwork:.
helps with partnership by permitting you to share pipelines and interact with team members within the platform.
You can assign tasks, share crucial emails, and team up in real-time, enhancing efficiency and guaranteeing everybody remains on the same page.
‘s flexible workflow system allows you to customize your pipelines and automate repeated jobs.
You can produce design templates for common e-mail actions, schedule follow-ups, and set up reminders, conserving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in independent journalism, offers benefits in terms of coding and software application advancement. Here’s how:.
offers a robust API and comprehensive designer documents, making it easy to incorporate with other tools and develop custom options.
This flexibility permits self-employed reporters with coding abilities to extend the performance of and customize it to their particular needs.
Job Management for Software Application Development:.
‘s pipeline function can be adapted to handle software advancement tasks, from ideation to release.
You can produce custom-made stages for different development phases, designate tasks to staff member, and track development effectively.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and easy-to-use functions, reducing the discovering curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collaborative functions that boost team effort and communication.
Developer-friendly API for combination and personalization.
Affordable option for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation features.
Dependence on Gmail for full functionality, limiting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While deals significant benefits for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more economical option, specifically for freelancers and small businesses.
HubSpot has a free version, but advanced features require a higher-tier paid membership.
Functions and Intricacy:.
offers a more comprehensive suite of functions, consisting of sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, providing a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s smooth combination with Gmail is advantageous for users greatly reliant on email interaction.
As a freelance reporter, handling your hiring procedure and client relationships is paramount to your success. deals a economical and instinctive option that seamlessly integrates with Gmail, allowing you to enhance your operations and focus on your craft. While it may not have the advanced features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a content, editor, or author developer, can empower you to take control of your freelance journalism career by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.