As an experienced freelance journalist, I comprehend the challenges of handling tasks, tracking leads, and nurturing client relationships. In this article, I will dive into the benefits of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for beginners hey people welcome back in this video I will be showing you how to utilize Using Streak Crm To Network for your client relations collaboration interaction and far more so let’s enter into it firstly you need to go to streak.com and you will land 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 incredible and I’ll reveal you how to do that as a total beginner it will help you customize a perfect process for your team and you will be able to get your work done now let’s in fact enter the procedure now is readily available as an extension and it’s entirely free so as soon as you get to the site you’ll get this alternative 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 on add 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 just sign in make certain to sign.
into the exact same Gmail that you have included 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 on allow after adding this is what your Gmail will look like now you can see here in our simple you understand folders we are getting just recently viewed all tracked e-mails 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 combines so you can see this is like our new dashboard for here I’ll be able to develop a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go produce a new pipeline let’s really do that you will click new pipeline here and we have different options to start with 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 gotten in touch with pitched demonstration working out close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last email last e-mail from lead Source concern industry offer size business size close rate email thread count days and state and keeps in mind so if you wish to include another stage you will click on this Plus on top and you will give your stage a name let’s say that you in fact wanted to develop another um you know stage here for instance let’s state I didn’t have no strings so I can produce right here.
and you can give it your color so we can in fact choose various colors for each of the stages however I think all of these are in fact currently developed 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 demo are type of like the very same thing we simply choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s eliminate the demonstration here and after that we have negotiating 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 various fields that you desire so you will click on this plus here and we have totally free kind a date check box fall General email email tracking job 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 in fact reorganize and put the notes here alright email thread count close date fine business’s size offer size and Business size fine let’s get rid of the company size and I’m gon na actually find something else within the general where we have created by date produced followers and more so I actually wish to choose the developed.
by or possibly the followers since I want to keep track of my employee that are in fact following this so I will you know 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 options offered within streak is actually among the simplest and one of the most uh you understand versatile out there it’s extremely easy to use with templates we have jobs too within my task once again if I didn’t want to opt for these sales if I finished with projects then I can opt for the project stages right here and once again the fields the procedure is going to be comparable you will choose these phases from here on this plus button here and you can also provide 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 job search investor fundraising others realty support and custom So within our support you can see we have actually inbound designated working on resolved and sound this is in fact respectable and we likewise have customized where I can in fact start something from the scratch completely according to my business for me we merely have the sales so I’m gon na choose the sales here and click on create personal or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click on develop now it will simply take a 2nd for a street to create 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 drop down and we have handle phase or relabel 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 the top here add a box so click on ADD box here and I’m going to add a box in the lead area here and let’s just call it new and click enter so now you can see we have one lead created 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 include another lead let’s call it new 2 we can actually open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work by doing this now you can see we have two leads then let’s say there was a called too there’s one negotiating so I’ll just simply click new now when you produce a lead we can actually click here and it will now open up the various fields that we included so this is a new Elite that I produced and we have all of these various columns we have the fields that we created remember and after that we have welcome colleagues so from here I can invite the employee we have add columns we have emails files and remarks you can change to the e-mails and it will reveal you the e-mails that you got in files we can even publish files and then we have the remarks at the top here again we have the call log we have our meeting notes and we even have our.
attachments so this is how you develop a lead within your as soon as you’re finished with this you can really click enter and it will be closed now it will reveal you something like this we have all of our information collected 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 various leads from here the stages and we can carry out 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 choice we have these three dots where we can find these phases Integrations and automation this is among the essential ones click on this link and you’ll be able to in fact incorporate um other apps within yourr transfer data for alerts for automations custom-made constructs and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely quickly and develop our CSV files likewise now I can change to my different folders that we have here and I can produce a brand-new pipeline we can switch to our simple Gmail very quickly from here and it will likewise show me the emails that I will be getting for my pipelines that I have developed we will even have our combine emails now with our so this is the combine e-mail and with merge email what happens is I can actually develop a follow-up e-mails and various storage e-mails here and we have active advises so using is actually easy you can start free of charge by just including the combination and now you know how to use as a complete novice don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me offer some context about my career and how it relates to. As an independent reporter, I’ve worked with many customers, handled several tasks simultaneously, and preserved an extensive network of contacts. Juggling these obligations can be frustrating, and I recognized the need for a centralized system to enhance my operations.
In my quest for a solution, I checked out different platforms but found them to be either too complex or too pricey 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 client relationship management tool that flawlessly incorporates with Gmail, making it perfect for independent journalists who greatly depend on e-mail interaction. Here are some essential benefits of using for your freelance journalism working with procedure:.
User-friendly Email Tracking and Company:.
allows you to track and arrange your emails easily, offering you a clear overview of your communications with customers, leads, and partners.
You can develop adjustable pipelines straight within your inbox, making it easy to manage and keep an eye on the development of your projects and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to envision and handle your sales process from lead generation to task conclusion.
You can categorize contacts, produce customized stages, set suggestions, and track interactions, making sure that no opportunity slips through the fractures.
Smooth Collaboration and Teamwork:.
helps with cooperation by allowing you to share pipelines and interact with employee within the platform.
You can assign jobs, share important emails, and collaborate in real-time, improving efficiency and guaranteeing everybody stays on the very same page.
Customizable Workflows:.
‘s versatile workflow system enables you to customize your pipelines and automate repetitive jobs.
You can produce design templates for common email responses, schedule follow-ups, and set up pointers, saving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in independent journalism, offers benefits in regards to coding and software application advancement. Here’s how:.
Developer-Friendly Integration:.
offers a robust API and comprehensive designer documentation, making it simple to integrate with other tools and construct customized services.
This flexibility enables self-employed reporters with coding abilities to extend the performance of and tailor it to their specific needs.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to manage software advancement tasks, from ideation to deployment.
You can produce custom phases for different development stages, designate tasks to employee, and track progress efficiently.
Benefits and drawbacks of
Pros:.
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive interface and easy-to-use functions, decreasing the finding out curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collaborative functions that boost teamwork and communication.
Developer-friendly API for integration and customization.
Cost-efficient service for freelancers and small companies.
Cons:.
Minimal reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation features.
Reliance on Gmail for full performance, restricting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While deals substantial benefits for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
Expense:.
provides a more budget-friendly option, especially for freelancers and small companies.
HubSpot has a complimentary variation, but advanced functions need a higher-tier paid membership.
Functions and Complexity:.
offers a more detailed suite of features, including innovative marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Combination:.
Both and integrate with various third-party tools.
‘s seamless integration with Gmail is advantageous for users heavily reliant on e-mail communication.
Conclusion:.
As a freelance reporter, managing your hiring procedure and customer relationships is critical to your success. deals a intuitive and budget-friendly service that effortlessly incorporates with Gmail, enabling you to streamline your operations and focus on your craft. While it may not have the advanced features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a writer, editor, or material creator, 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 effect of Streak CRM in your freelance journalism undertakings.