As a seasoned freelance reporter, I comprehend the difficulties of managing jobs, tracking leads, and nurturing client relationships. In this post, I will dig 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 beginners hey men welcome back in this video I will be revealing you how to utilize Crm Streak Meaning for your customer relations collaboration communication and a lot more so let’s enter it first of all you need to go to streak.com and you will arrive at this site right here now is a sort of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is truly amazing and I’ll show you how to do that as a complete novice it will help you tailor an ideal process for your team and you will be able to get your work done now let’s in fact enter into the procedure now is readily available as an extension and it’s completely free so as soon as you get to the website you’ll get this option here which is add to Chrome and you’re.
going to choose this one now it will take you to Chrome dot google.com extensions and this is our extension here click add 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 simply sign in make sure to sign.
into the same Gmail that you have actually included the uh you understand streak to now it will ask you for your access and we’re gon na simply scroll down and click permit after adding this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting just recently seen all tracked e-mails and updated reply and then we have this 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 resembles our new dashboard for here I’ll be able to develop a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go create a brand-new pipeline let’s really do that you will click on new pipeline here and we have different alternatives first off we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have actually a lead called pitched demonstration negotiating close phone closed uh you know 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 concern market deal size business size close rate e-mail thread count days and state and keeps in mind so if you want to include another stage 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 develop another um you understand stage here for example let’s say I didn’t have no strings so I can develop right here.
and you can give it your color so we can actually choose different colors for each of the stages but I think all of these are really currently produced so this is in fact pretty remarkable what I will do is I will actually eliminate this one and if you seem like there is um I believe pitched and demonstration are kind of like the exact same thing we simply go with the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s eliminate the demo here and then we have working out 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 on this plus here and we have totally free kind a date check box drop down General e-mail email tracking job 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 in fact missing out on and I’ll actually rearrange and put the notes here okay e-mail thread count close date okay business’s size offer size and Company size fine let’s get rid of the business size and I’m gon na in fact find something else within the general where we have created by date developed fans and more so I actually wish to go for the created.
by or possibly the fans since I wish to keep track of my staff member that are really following this so I will you know put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a lot of choices offered within streak is actually among the most convenient and among the most uh you know versatile out there it’s really easy to use with design templates we have projects too within my task once again if I didn’t want to opt for these sales if I finished with projects then I can choose the project phases right here and once again the fields the procedure is going to be comparable you will pick these phases from here on this plus button here and you can also provide it various various colors we likewise have company 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 assistance and custom-made So within our assistance you can see we have actually incoming designated working on dealt with and noise this is in fact respectable and we likewise have custom-made where I can in fact start something from the scratch absolutely according to my service for me we merely have the sales so I’m gon na opt for the sales here and click on produce private or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click on develop now it will just take a 2nd for a street to produce a pipeline for me so you can see this in fact looks respectable now I will have the ability to add my Lead Series so you can really click on this fall and we have handle phase 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 add it click the top here add a box so click on ADD box here and I’m going to include a box in the lead section here and let’s just call it brand-new and click go into so now you can see we have one lead produced let’s state that there is actually closed one so I’m going to include 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 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 say there was a contacted as well there’s one working out so I’ll just merely click brand-new now when you develop a lead we can really click here and it will now open up the different fields that we added so this is a brand-new Elite that I produced and we have all of these different columns we have the fields that we created keep in mind and then we have welcome teammates so from here I can invite the staff member we have include columns we have e-mails files and comments you can switch to the emails and it will show you the e-mails that you got in files we can even upload files and after that 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 when you’re finished with this you can actually click on 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 2 leads one gotten in touch with 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 erasing and sharing too uh one more thing with srix on top you will have the ability to see we have private option we have these 3 dots where we can discover these stages Combinations and automation this is one of the important ones click here and you’ll have the ability to actually integrate um other apps within yourr transfer information for notices for automations customized constructs and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export information they really quickly and develop our CSV files likewise now I can change to my different folders that we have here and I can create a new pipeline we can change to our simple Gmail really quickly from here and it will also show me the e-mails that I will be getting for my pipelines that I have developed we will even have our combine e-mails now with our so this is the merge e-mail and with combine e-mail what takes place is I can in fact develop a follow-up emails and different storage emails here and we have active advises so using is truly easy you can start totally free by just adding the integration and now you know how to use as a total newbie don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me supply some context about my profession and how it connects to. As a self-employed reporter, I have actually dealt with numerous clients, handled multiple tasks at the same time, and kept a comprehensive network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the requirement for a centralized system to enhance my operations.
In my quest for an option, I checked out numerous platforms however discovered them to be either too expensive or too complex for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly integrates with Gmail, making it perfect for independent reporters who greatly rely on email communication. Here are some crucial advantages of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Organization:.
allows you to track and arrange your e-mails effortlessly, giving you a clear summary of your communications with clients, leads, and collaborators.
You can create adjustable pipelines straight within your inbox, making it easy to monitor the progress and manage of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to picture and manage your sales procedure from list building to project completion.
You can categorize contacts, create custom stages, set reminders, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Cooperation and Teamwork:.
facilitates collaboration by enabling you to share pipelines and communicate with employee within the platform.
You can designate tasks, share important e-mails, and team up in real-time, boosting performance and ensuring everyone stays on the very same page.
‘s versatile workflow system enables you to tailor your pipelines and automate recurring tasks.
You can create templates for common e-mail actions, schedule follow-ups, and established pointers, conserving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, provides benefits in regards to coding and software application advancement. Here’s how:.
supplies a robust API and extensive developer paperwork, making it easy to incorporate with other tools and develop customized services.
This flexibility permits independent journalists with coding skills to extend the performance of and customize it to their specific requirements.
Task Management for Software Advancement:.
‘s pipeline function can be adapted to handle software development jobs, from ideation to implementation.
You can develop customized phases for different advancement phases, designate jobs to team members, and track development effectively.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Instinctive interface and easy-to-use functions, decreasing the discovering curve.
Personalized pipelines and workflows to adapt to private requirements.
Collective features that improve teamwork and communication.
Developer-friendly API for combination and customization.
Cost-efficient service for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Reliance on Gmail for full functionality, restricting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more economical solution, particularly for freelancers and small companies.
HubSpot has a complimentary version, but advanced functions need a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more comprehensive suite of functions, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is beneficial for users heavily reliant on email interaction.
As a self-employed reporter, handling your hiring procedure and client relationships is paramount to your success. deals a cost effective and intuitive service that effortlessly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it may not have the advanced functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a author, editor, or material creator, can empower you to take control of your freelance journalism career by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.