As a seasoned freelance reporter, I understand the difficulties of managing tasks, tracking leads, and nurturing client relationships. In this post, I will dig into the advantages of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for newbies hey guys welcome back in this video I will be revealing you how to utilize Is Streak Better Then Zoho Crm for your client relations collaboration interaction and a lot more so let’s enter into it first off you require to go to streak.com and you will arrive at this website right here now is a sort of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is truly incredible and I’ll reveal you how to do that as a complete novice it will assist you customize a perfect process for your team and you will be able to get your work done now let’s really get into the procedure now is offered as an extension and it’s totally totally free so once you get to the site you’ll get this choice here which is add to Chrome and you’re.
going to select 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 contributing to Gmail and it will take me straight 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 ensure to sign.
into the very 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 enable after adding this is what your Gmail will look like now you can see here in our easy you know 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 Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this is like our new control panel for here I’ll have the ability to produce 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 different choices first off we have the stages so this is where you will select these stages for your pipeline and you can really we have actually a lead contacted pitched demo working out close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority industry deal size business size close rate e-mail thread count days and state and notes so if you wish to include another stage you will click on this Plus on top and you will offer your stage a name let’s state that you in fact wished to create another um you know stage here for instance let’s state I didn’t have no strings so I can create right here.
and you can offer it your color so we can really choose various colors for each of the stages however I believe all of these are actually currently produced so this is really quite impressive what I will do is I will really get rid of this one and if you feel like there is um I think pitched and demo are kind of like the same thing we just opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s get rid of the demo 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 stages then I will scroll down to the fields here with each pipeline what are the different fields that you desire so you will click on this plus here and we have free form a date check box drop down General email e-mail tracking task 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 choose this one here this is the field that was in fact missing and I’ll in fact rearrange and put the notes here okay e-mail thread count close date all right company’s size deal size and Company size all right let’s eliminate the business size and I’m gon na in fact discover something else within the general where we have actually developed by date produced fans and more so I actually want to opt for the developed.
by or maybe the followers because I want to keep track of 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 desired for my pipeline now you can see there are a lot of choices readily available within streak is really among the simplest 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 project again if I didn’t want to choose 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 similar you will select these stages from here on this plus button here and you can likewise provide it various various colors we also have service Dev here you can see then we have working with so if you do working with then this is going to be your phases task search financier fundraising others real estate assistance and custom So within our assistance you can see we have inbound designated dealing with fixed and noise this is actually pretty good and we likewise have customized where I can actually start something from the scratch totally according to my business for me we just 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 go with 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 really looks respectable now I will have the ability to add my Lead Series so you can in fact click on this drop down and we have manage stage or relabel so as I continue as I include different leads here what I I will do is I’ll just simply click and I’ll be able to include 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 area here and let’s just call it brand-new and click on go into so now you can see we have actually one lead produced let’s say 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 include another lead let’s call it brand-new two we can in fact open this up in a new tab from here too but I’m just for now I’m simply gon na work in this manner now you can see we have two leads then let’s state there was a called also there’s one negotiating so I’ll just simply click on new now once you produce a lead we can actually click on this link 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 then we have welcome colleagues so from here I can welcome the team members we have include columns we have emails files and comments 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 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 create a lead within your as soon as you’re done with this you can really click on get in and it will be closed now it will show you something like this we have all of our data gathered here and at the top we’re getting our account such as 2 leads one called and something like this and this is where you will be getting your list we can select different leads from here the stages and we can perform bulk actions such as erasing and sharing also uh one more thing with srix at the top you will be able to see we have personal alternative we have these three dots where we can discover these stages Integrations and automation this is one of the crucial ones click on this link and you’ll have the ability to really incorporate um other apps within yourr transfer information for notifications for automations custom-made builds and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they extremely easily and create our CSV files similarly now I can switch to my different folders that we have here and I can create a brand-new pipeline we can switch to our easy Gmail extremely easily from here and it will likewise reveal me the emails that I will be receiving 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 occurs is I can actually create a follow-up emails and various storage emails here and we have active instructs so using is actually simple you can get going for free by simply including the combination and now you know how to utilize as a complete novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me supply some context about my career and how it connects to. As a freelance journalist, I have actually dealt with many clients, handled numerous jobs at the same time, and preserved a substantial network of contacts. Balancing these obligations can be frustrating, and I recognized the requirement for a centralized system to simplify 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 independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly incorporates with Gmail, making it perfect for self-employed journalists who heavily rely on email interaction. Here are some key benefits of using for your freelance journalism employing process:.
User-friendly Email Tracking and Organization:.
allows you to track and arrange your e-mails easily, offering you a clear overview of your communications with customers, leads, and collaborators.
You can produce customizable pipelines straight within your inbox, making it easy to manage and keep an eye on the development of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to picture and handle your sales procedure from lead generation to job completion.
You can categorize contacts, develop custom phases, set reminders, and track interactions, making sure that no opportunity slips through the fractures.
Smooth Cooperation and Team Effort:.
helps with collaboration by enabling you to share pipelines and communicate with employee within the platform.
You can appoint jobs, share essential emails, and team up in real-time, enhancing efficiency and making sure everyone stays on the exact same page.
‘s versatile workflow system enables you to tailor your pipelines and automate recurring jobs.
You can develop templates for common e-mail actions, schedule follow-ups, and set up suggestions, saving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, uses benefits in terms of coding and software development. Here’s how:.
offers a robust API and substantial designer documentation, making it easy to integrate with other tools and develop custom options.
This flexibility permits self-employed reporters with coding abilities to extend the functionality of and tailor it to their specific needs.
Project Management for Software Application Development:.
‘s pipeline feature can be adapted to manage software advancement projects, from ideation to implementation.
You can produce custom phases for various development stages, designate tasks to team members, and track progress effectively.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
Intuitive interface and user friendly features, lessening the finding out curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collaborative functions that enhance teamwork and interaction.
Developer-friendly API for integration and modification.
Economical option for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation functions.
Reliance on Gmail for full functionality, limiting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers considerable benefits for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
offers a more cost effective solution, specifically for freelancers and small companies.
HubSpot has a free version, however advanced features require a higher-tier paid subscription.
Features and Complexity:.
provides a more extensive suite of functions, including sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, using a structured experience.
Both and incorporate with different third-party tools.
‘s seamless combination with Gmail is helpful for users heavily reliant on email communication.
As a self-employed journalist, managing your hiring procedure and customer relationships is paramount to your success. deals a budget-friendly and instinctive option that effortlessly incorporates with Gmail, allowing you to enhance your operations and focus on your craft. While it may not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a content, author, or editor creator, can empower you to take control of your freelance journalism career by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.