As a seasoned freelance reporter, I comprehend the obstacles of handling 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 supply a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey men invite back in this video I will be revealing you how to use Is Streak Sales And Streak Crm The Same Thing for your customer relations cooperation interaction and a lot more so let’s get into it firstly you need to go to streak.com and you will land on this site right here now is a type of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Center 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 complete newbie it will assist you tailor an ideal process for your group and you will be able to get your work done now let’s really enter into the process now is available as an extension and it’s entirely complimentary so as soon as you get to the website 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 contribute to Chrome click on ADD extension and your extension will be added 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 check in make certain to sign.
into the exact same Gmail that you have actually added the uh you know streak to now it will ask you for your access and we’re gon na simply scroll down and click on enable after including this is what your Gmail will look like now you can see here in our easy you know folders we are getting just recently viewed all tracked e-mails and updated reply and after that we have this new option 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 new dashboard for here I’ll have the ability 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 develop a new pipeline let’s in fact do that you will click on new pipeline here and we have different alternatives firstly we have the stages so this is where you will select these phases for your pipeline and you can really we have a lead contacted pitched demonstration working out close phone closed uh you understand then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern industry offer size company size close rate email thread count days and state and keeps in mind so if you want to add another phase you will click on this Plus at the top and you will offer your phase a name let’s say that you really wished to produce another um you know phase 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 really select different colors for each of the stages but I think all of these are really already created so this is actually pretty remarkable what I will do is I will in fact get rid of this one and if you seem like there is um I believe pitched and demo are kind of like the very same thing we simply go with the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s get rid of the demo 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 different fields that you want so you will click this plus here and we have complimentary kind a date check box drop down General e-mail e-mail tracking task calls and conferences 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 go with this one here this is the field that was really missing and I’ll really rearrange and put the notes here okay e-mail thread count close date okay company’s size offer size and Company size all right let’s get rid of the business size and I’m gon na really find something else within the basic where we have actually created by date produced followers and more so I in fact wish to go for the created.
by or possibly the fans since I wish to keep track of my employee that are really 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 great deal of choices readily available within streak is in fact among the easiest and one of the most uh you know flexible out there it’s very 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 jobs then I can opt for the task phases right here and again the fields the procedure is going to be similar you will choose these stages from here on this plus button here and you can also provide it various different colors we likewise have service 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 property support and custom-made So within our support you can see we have actually incoming designated dealing with solved and sound this is actually pretty good and we also have customized where I can really start something from the scratch absolutely according to my service for me we merely have the sales so I’m gon na choose the sales here and click on develop personal 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 simply take a second for a street to develop a pipeline for me so you can see this really looks pretty good now I will be able to include my Lead Series so you can in fact click on this fall and we have handle stage or relabel so as I proceed as I include different leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click on the top here include a box so click 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 go into so now you can see we have actually one lead created let’s say that there is really 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 brand-new two we can actually open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work in this manner now you can see we have 2 leads then let’s state there was a contacted too there’s one working out so I’ll just merely click on new now when you produce a lead we can actually click here and it will now open up the different fields that we added so this is a brand-new Elite that I developed and we have all of these various columns we have the fields that we developed keep in mind and then we have welcome colleagues so from here I can welcome the staff member we have add 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 once again we have the call log we have our conference notes and we even have our.
attachments so this is how you create a lead within your when you’re done with this you can really click on enter and it will be closed now it will show 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 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 carry out bulk actions such as erasing and sharing as well uh another thing with srix at the top you will have the ability to see we have personal alternative we have these 3 dots where we can find these stages Integrations and automation this is one of the crucial ones click here and you’ll have the ability to in fact integrate um other apps within yourr transfer information for alerts for automations custom-made constructs and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they really quickly and produce our CSV files likewise now I can switch to my different folders that we have here and I can develop a new pipeline we can switch to our simple Gmail very quickly from here and it will also show me the e-mails that I will be receiving for my pipelines that I have created we will even have our combine e-mails now with our so this is the merge email and with merge email what happens is I can actually create a follow-up emails and various storage e-mails here and we have active instructs so utilizing is truly simple you can start free of charge by simply including the combination and now you know how to use as a total newbie do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me offer some context about my career and how it connects to. As a self-employed reporter, I have actually dealt with numerous customers, handled multiple jobs at the same time, and maintained a substantial network of contacts. Balancing these obligations can be frustrating, and I recognized the need for a centralized system to streamline my operations.
In my quest for a service, I explored various platforms however discovered them to be either too costly or too intricate for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly incorporates with Gmail, making it ideal for independent reporters who greatly depend on email communication. Here are some crucial benefits of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Organization:.
allows you to track and organize your emails easily, giving you a clear introduction of your interactions with clients, leads, and collaborators.
You can create customizable pipelines straight within your inbox, making it simple to keep an eye on the development and handle of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to picture and manage your sales procedure from lead generation to project conclusion.
You can categorize contacts, create custom stages, set suggestions, and track interactions, ensuring that no chance slips through the cracks.
Smooth Partnership and Team Effort:.
assists in collaboration by enabling you to share pipelines and communicate with employee within the platform.
You can designate tasks, share essential emails, and team up in real-time, enhancing productivity and ensuring everybody stays on the exact same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repeated tasks.
You can produce templates for typical email actions, schedule follow-ups, and set up tips, conserving you valuable time and effort.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, uses benefits in regards to coding and software application advancement. Here’s how:.
supplies a robust API and comprehensive designer documents, making it easy to integrate with other tools and develop customized options.
This versatility permits freelance journalists with coding skills to extend the performance of and customize it to their specific needs.
Task Management for Software Advancement:.
‘s pipeline feature can be adjusted to handle software development tasks, from ideation to implementation.
You can create customized stages for different development phases, appoint jobs to employee, and track development efficiently.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive interface and user friendly functions, decreasing the discovering curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collective features that enhance teamwork and interaction.
Developer-friendly API for integration and customization.
Cost-effective service for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation features.
Dependence on Gmail for complete functionality, limiting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more economical service, particularly for freelancers and small companies.
HubSpot has a complimentary version, but advanced functions need a higher-tier paid membership.
Features and Intricacy:.
supplies a more detailed suite of features, consisting of innovative marketing automation and analytics.
concentrates on simpleness and ease of use, providing a streamlined experience.
Both and incorporate with various third-party tools.
‘s smooth combination with Gmail is useful for users greatly reliant on email communication.
As a self-employed journalist, handling your hiring procedure and client relationships is critical to your success. offers a intuitive and budget-friendly solution that effortlessly integrates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it might not have the advanced features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a content, author, or editor creator, can empower you to take control of your freelance journalism profession by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.