As an experienced freelance reporter, I comprehend the challenges of handling tasks, tracking leads, and nurturing customer relationships. In this short article, I will dig into the benefits of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for newbies hey people welcome back in this video I will be showing you how to use Streak Training Crm for your customer relations collaboration interaction and a lot more so let’s get into it first off 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 basic Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is really fantastic and I’ll reveal you how to do that as a total beginner it will assist you customize a best process for your team and you will be able to get your work done now let’s actually enter the process now is readily available as an extension and it’s completely complimentary so once you get to the site 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 added okay 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 just check in make certain to sign.
into the very same Gmail that you have actually added the uh you understand streak to now it will ask you for your gain access to and we’re gon na just scroll down and click permit after including this is what your Gmail will appear like now you can see here in our basic you know folders we are getting just recently seen all tracked e-mails and updated reply and then we have this brand-new alternative which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this is like our brand-new control panel for here I’ll have the ability to create 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 new pipeline let’s actually do that you will click new pipeline here and we have various choices firstly we have the stages so this is where you will choose these stages for your pipeline and you can really we have actually a lead called pitched demonstration working out close phone closed uh you understand then we have supporting all right then we have Fields so in fields we have a date of last e-mail last email from lead Source priority industry offer size business size close rate e-mail thread count days and state and keeps in mind so if you wish to include another stage you will click this Plus on top and you will provide your phase a name let’s state that you really wished to produce another um you know 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 really select various colors for each of the stages however I think all of these are really already produced so this is in fact pretty outstanding what I will do is I will in fact eliminate this one and if you feel like there is um I think pitched and demonstration are kind of like the very same thing we simply go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s get rid of the demonstration here and after that we have working out with negotiating I can choose 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 desire so you will click on this plus here and we have complimentary form a date check box fall General email e-mail tracking task 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 opt for this one here this is the field that was really missing out on and I’ll actually rearrange and put the notes here all right e-mail thread count close date all right business’s size offer size and Company size fine let’s eliminate the business size and I’m gon na really find something else within the general where we have actually developed by date created followers and more so I in fact want to choose the produced.
by or maybe the followers because I wish to keep track of my staff member that are actually following this so I will you understand put it right here now these are the a few of the fields that I desired for my pipeline now you can see there are a lot of choices offered within streak is in fact one of the simplest and one of the most uh you understand versatile out there it’s really easy to use with design templates we have projects too within my project once again if I didn’t want to go for these sales if I finished with projects then I can go with the task phases right here and once again the fields the procedure is going to be comparable you will choose these stages from here on this plus button here and you can also provide it various different colors we also have service 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 financier fundraising others real estate assistance and custom So within our assistance you can see we have incoming designated working on solved and sound this is really respectable and we likewise have custom where I can in fact start something from the scratch totally according to my organization for me we simply 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 an employee so I’m going to go with the shared one here and click on create now it will simply take a second for a street to create a pipeline for me so you can see this really looks respectable now I will have the ability to add my Lead Series so you can actually click 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 merely click and I’ll have the ability to include it click 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 enter so now you can see we have actually one lead produced let’s state that there is in fact closed one so I’m going to include one here let’s just for now let’s call it new I’m going to add another lead let’s call it new two we can really 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 state there was a gotten in touch with too there’s one working out so I’ll just simply click new now once you produce a lead we can actually click on this link and it will now open the different fields that we included so this is a new Elite that I created and we have all of these different columns we have the fields that we produced keep in mind and then we have invite colleagues so from here I can welcome the employee we have add columns we have e-mails files and remarks you can change 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 once again we have the call log we have our meeting notes and we even have our.
attachments so this is how you create a lead within your once you’re done 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 data collected here and at the top we’re getting our account such as two leads one called and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can perform 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 private alternative we have these 3 dots where we can find these stages 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 data for notifications for automations custom-made builds and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they very easily and develop our CSV files likewise now I can change to my different folders that we have here and I can create a brand-new pipeline we can change 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 actually developed we will even have our merge e-mails now with our so this is the combine email and with merge email what happens is I can actually develop a follow-up emails and different storage emails here and we have active advises so using is truly easy you can start free of charge by simply including the integration and now you understand how to utilize as a total newbie do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me provide some context about my profession and how it associates with. As an independent journalist, I have actually dealt with numerous customers, managed several jobs all at once, and kept a substantial network of contacts. Juggling these responsibilities can be frustrating, and I recognized the requirement for a centralized system to enhance my operations.
In my quest for an option, I checked out various platforms however found them to be either too costly or too complicated 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 seamlessly incorporates with Gmail, making it perfect for freelance reporters who heavily depend on e-mail interaction. Here are some crucial advantages of using for your freelance journalism employing process:.
Intuitive Email Tracking and Company:.
permits you to track and organize your e-mails easily, offering you a clear overview of your communications with clients, leads, and partners.
You can develop customizable pipelines straight within your inbox, making it simple to handle and keep track of the progress of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and manage your sales procedure from lead generation to job completion.
You can classify contacts, develop customized phases, set tips, and track interactions, guaranteeing that no chance slips through the cracks.
Seamless Collaboration and Teamwork:.
assists in cooperation by enabling you to share pipelines and communicate with employee within the platform.
You can appoint tasks, share important emails, and team up in real-time, enhancing performance and ensuring everybody remains on the exact same page.
‘s versatile workflow system enables you to customize your pipelines and automate repeated tasks.
You can produce design templates for typical e-mail actions, schedule follow-ups, and established tips, saving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, uses advantages in terms of coding and software application development. Here’s how:.
offers a robust API and comprehensive developer paperwork, making it simple to incorporate with other tools and build custom-made solutions.
This flexibility permits freelance reporters with coding abilities to extend the functionality of and tailor it to their specific needs.
Task Management for Software Application Development:.
‘s pipeline feature can be adjusted to manage software advancement projects, from ideation to deployment.
You can produce customized phases for different development phases, appoint tasks to team members, and track progress efficiently.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and easy-to-use functions, lessening the finding out curve.
Customizable pipelines and workflows to adapt to private requirements.
Collaborative functions that enhance team effort and interaction.
Developer-friendly API for integration and customization.
Cost-effective service for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation features.
Dependence on Gmail for complete performance, restricting compatibility with other email companies.
Comparison with HubSpot CRM:.
While deals considerable benefits for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
offers a more inexpensive option, specifically for freelancers and small businesses.
HubSpot has a totally free version, but advanced functions require a higher-tier paid subscription.
Features and Complexity:.
provides a more extensive suite of functions, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, using a structured experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is advantageous for users greatly reliant on e-mail communication.
As a freelance journalist, handling your hiring process and client relationships is critical to your success. deals a user-friendly and budget-friendly service that effortlessly integrates with Gmail, allowing you to improve your operations and focus on your craft. While it might not have the advanced functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a author, material, or editor developer, can empower you to take control of your freelance journalism career by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.