As an experienced freelance reporter, I comprehend the obstacles of handling projects, tracking leads, and supporting client relationships. In this post, I will delve into the benefits of using 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 guys invite back in this video I will be revealing you how to utilize Grant Authorized Access Streak Crm 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 land on this website right here now is a kind of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is truly amazing and I’ll show you how to do that as a total novice it will help you personalize a perfect process for your team and you will be able to get your work done now let’s in fact enter the process now is offered as an extension and it’s entirely complimentary so as soon as 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 on contribute to Chrome click ADD extension and your extension will be added all right 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 merely check in make certain to sign.
into the same Gmail that you have included the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click on enable after including this is what your Gmail will appear like now you can see here in our easy you know folders we are getting recently seen all tracked emails and updated reply and after that we have this 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 merges so you can see this resembles our brand-new control panel for here I’ll be able to create a brand-new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go create a brand-new pipeline let’s in fact do that you will click on new pipeline here and we have various options first of all 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 working out close phone closed uh you understand 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 priority market deal size company size close rate e-mail thread count days and state and notes so if you wish to add another phase you will click this Plus on top and you will offer your stage a name let’s say that you actually wished to develop another um you understand 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 actually choose different colors for each of the stages however I think all of these are in fact already produced so this is in fact pretty outstanding what I will do is I will actually eliminate this one and if you seem like there is um I think pitched and demo are sort of like the exact same thing we simply opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s get rid of the demonstration here and after that 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 complimentary kind a date check box fall General email e-mail tracking task calls and conferences so I do not 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 in fact rearrange and put the notes here all right e-mail thread count close date okay company’s size deal size and Business size all right let’s get rid of the company size and I’m gon na really discover something else within the basic where we have created by date developed fans and more so I actually wish to choose the created.
by or perhaps the followers due to the fact that I want to monitor my staff member 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 desired for my pipeline now you can see there are a great deal of choices offered within streak is really one of the simplest and among the most uh you know flexible out there it’s very easy to use with design templates we have projects too within my job once again if I didn’t wish to go for these sales if I made with projects then I can go with the task stages right here and once again the fields the procedure is going to be similar you will pick these stages from here on this plus button here and you can likewise give it various various colors we likewise have business Dev here you can see then we have hiring so if you do employing then this is going to be your stages task search investor fundraising others property support and customized So within our support you can see we have inbound appointed dealing with resolved and sound this is really respectable and we also have customized where I can really start something from the scratch absolutely according to my company for me we merely 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 an employee so I’m going to opt for the shared one here and click on create now it will simply take a 2nd for a street to produce a pipeline for me so you can see this actually looks pretty good now I will be able to include my Lead Series so you can in fact click this drop down and we have manage phase or rename so as I continue as I include various leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click on the top here include 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 get in so now you can see we have actually one lead created 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 add another lead let’s call it new two we can actually open this up in a brand-new tab from here too however I’m just for now I’m just gon na work in this manner now you can see we have 2 leads then let’s state there was a contacted as well there’s one working out so I’ll just merely click brand-new now when you create a lead we can in fact click on this link and it will now open up the different fields that we included so this is a new Elite that I developed and we have all of these different columns we have the fields that we developed remember and after that we have invite colleagues so from here I can invite the team members we have add columns we have e-mails files and comments you can change to the e-mails and it will reveal you the e-mails that you got in files we can even submit files and then we have the comments at the top here again we have the call log we have our conference notes and we even have our.
accessories so this is how you produce a lead within your once you’re made with this you can actually click go into 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 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 also uh one more thing with srix at the top you will have the ability to see we have personal alternative we have these three dots where we can find these stages Integrations and automation this is one of the important ones click on this link and you’ll have the ability to really incorporate um other apps within yourr transfer data for alerts for automations custom builds and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they very quickly and create our CSV files similarly now I can change to my different folders that we have here and I can develop a brand-new pipeline we can switch to our easy Gmail extremely easily from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have actually created we will even have our merge e-mails now with our so this is the combine e-mail and with merge email what takes place is I can in fact develop a follow-up emails and different storage emails here and we have active advises so utilizing is truly simple you can get going for free by simply adding the integration and now you understand how to utilize as a complete beginner don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me provide some context about my profession and how it connects to. As a freelance journalist, I’ve dealt with various clients, managed numerous jobs simultaneously, and maintained a substantial network of contacts. Juggling these duties can be overwhelming, and I recognized the need for a central system to simplify my operations.
In my quest for a solution, I checked out various platforms but discovered them to be either too complicated or too costly for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly incorporates with Gmail, making it ideal for self-employed reporters who heavily rely on email communication. Here are some essential advantages of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Company:.
enables you to track and organize your emails easily, offering you a clear introduction of your communications with clients, leads, and partners.
You can produce customizable pipelines straight within your inbox, making it simple to manage and keep track of the progress of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and manage your sales process from list building to project completion.
You can classify contacts, create custom-made stages, set tips, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Cooperation and Teamwork:.
assists in partnership by enabling you to share pipelines and interact with staff member within the platform.
You can appoint tasks, share essential emails, and team up in real-time, boosting performance and making sure everybody stays on the very same page.
‘s versatile workflow system allows you to personalize your pipelines and automate recurring jobs.
You can develop templates for common e-mail actions, schedule follow-ups, and set up suggestions, conserving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, uses benefits in terms of coding and software application development. Here’s how:.
offers a robust API and comprehensive designer paperwork, making it simple to incorporate with other tools and build custom-made solutions.
This flexibility enables freelance reporters with coding abilities to extend the performance of and tailor it to their particular needs.
Job Management for Software Development:.
‘s pipeline function can be adjusted to handle software advancement jobs, from ideation to deployment.
You can develop customized phases for different development stages, appoint tasks to employee, and track development effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and easy-to-use functions, reducing the discovering curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collaborative functions that boost teamwork and interaction.
Developer-friendly API for combination and customization.
Cost-efficient service for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation functions.
Dependence on Gmail for complete performance, limiting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While deals significant benefits for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
uses a more budget-friendly solution, particularly for freelancers and small companies.
HubSpot has a totally free version, however advanced functions require a higher-tier paid membership.
Functions and Complexity:.
supplies a more thorough suite of functions, consisting of innovative marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s smooth combination with Gmail is useful for users heavily reliant on email interaction.
As a self-employed journalist, managing your hiring procedure and customer relationships is paramount to your success. offers a inexpensive and instinctive solution that perfectly integrates with Gmail, allowing you to simplify your operations and focus on your craft. While it may not have the advanced functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect 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 efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.