As a seasoned freelance reporter, I understand the obstacles of handling jobs, tracking leads, and supporting customer relationships. In this short article, I will delve 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 use for beginners hey people invite back in this video I will be revealing you how to utilize Streak.Com Crm Pipelines Free for your customer relations cooperation interaction and much more so let’s enter into it to start with 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 contribute 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 total novice it will assist you tailor a perfect process for your group and you will have the ability to get your work done now let’s really get into the process now is readily available as an extension and it’s entirely complimentary so once you get to the website you’ll get this alternative 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 contribute to Chrome click on ADD extension and your extension will be added fine 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 ensure to sign.
into the very same Gmail that you have added the uh you understand streak to now it will ask you for your access and we’re gon na merely scroll down and click on allow after adding this is what your Gmail will look like now you can see here in our easy you understand folders we are getting just recently seen all tracked emails and upgraded reply and then 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 is like our new dashboard for here I’ll have the ability to produce a brand-new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go create a brand-new pipeline let’s in fact do that you will click on brand-new pipeline here and we have various choices first off we have the stages so this is where you will select these stages for your pipeline and you can in fact we have actually a lead called pitched demonstration negotiating close phone closed uh you understand then we have nurturing alright then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority market offer size business size close rate e-mail 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 give your phase a name let’s say that you actually wanted to develop another um you know stage here for example let’s say I didn’t have no strings so I can create right here.
and you can give it your color so we can actually select various colors for each of the stages but I believe all of these are really currently produced so this is in fact quite outstanding what I will do is I will actually get rid of this one and if you feel like there is um I believe pitched and demo are kind of like the exact same thing we simply choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s get rid of the demo here and then 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 various fields that you want so you will click on this plus here and we have complimentary type a date check box fall General e-mail e-mail tracking job calls and conferences so I do not 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 opt for this one here this is the field that was actually missing and I’ll actually rearrange and put the notes here all right email thread count close date okay business’s size deal size and Company size alright let’s get rid of the company size and I’m gon na in fact discover something else within the basic where we have actually created by date created followers and more so I really wish to choose the produced.
by or possibly the fans because I wish 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 some of the fields that I wanted for my pipeline now you can see there are a great deal of alternatives offered within streak is really among the simplest and among the most uh you know flexible out there it’s very easy to use with templates we have tasks too within my project again if I didn’t want to go for these sales if I finished with jobs then I can go with the project stages right here and once again the fields the process is going to be similar you will pick these phases from here on this plus button here and you can also offer it various various colors we likewise have business Dev here you can see then we have hiring so if you do hiring then this is going to be your phases task search investor fundraising others real estate assistance and customized So within our support you can see we have inbound designated dealing with resolved and noise this is really pretty good and we also have customized where I can in fact start something from the scratch absolutely according to my company for me we just have the sales so I’m gon na choose the sales here and click on produce personal or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click produce now it will simply take a second 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 actually click this fall and we have manage phase or relabel so as I continue as I include different leads here what I I will do is I’ll just merely 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 include a box in the lead area here and let’s simply call it brand-new and click enter so now you can see we have actually one lead developed let’s state 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 add another lead let’s call it brand-new 2 we can really open this up in a new tab from here too but I’m just for now I’m just gon na work by doing this now you can see we have two leads then let’s say there was a gotten in touch with also there’s one working out so I’ll just simply click on brand-new now once you develop a lead we can in fact click on this link and it will now open up the various fields that we included so this is a new Elite that I created and we have all of these different columns we have the fields that we created keep in mind and after that we have welcome teammates so from here I can invite the staff member we have include columns we have emails files and comments you can change to the emails and it will show you the emails that you got in files we can even submit files and after that 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 develop a lead within your when you’re finished with this you can in fact click get in and it will be closed now it will reveal 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 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 perform bulk actions such as deleting and sharing too uh one more thing with srix on top you will be able to see we have private choice we have these 3 dots where we can find these stages Combinations and automation this is one of the crucial ones click on this link and you’ll be able to really integrate um other apps within yourr transfer data for notices for automations custom develops and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they extremely easily and produce our CSV files likewise now I can change to my different folders that we have here and I can develop a brand-new pipeline we can change to our easy Gmail extremely quickly from here and it will likewise 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 combine email and with combine email what occurs is I can really create a follow-up e-mails and different storage e-mails here and we have active instructs so using is actually simple you can start totally free by just including the combination and now you know how to use as a total novice don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me provide some context about my profession and how it relates to. As a freelance reporter, I have actually worked with various customers, managed several projects concurrently, and preserved a substantial network of contacts. Balancing these obligations can be frustrating, and I recognized the requirement for a central system to streamline my operations.
In my quest for a service, I checked out various platforms but discovered them to be either too complicated or too expensive for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly integrates with Gmail, making it ideal for independent journalists who heavily depend on email communication. Here are some key benefits of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Organization:.
enables you to track and organize your e-mails easily, offering you a clear summary of your communications with clients, leads, and collaborators.
You can create personalized pipelines directly 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 function enables you to envision and manage your sales process from lead generation to job conclusion.
You can classify contacts, create custom-made phases, set tips, and track interactions, guaranteeing that no opportunity slips through the fractures.
Smooth Partnership and Team Effort:.
helps with collaboration by permitting you to share pipelines and interact with team members within the platform.
You can designate tasks, share important e-mails, and collaborate in real-time, boosting efficiency and ensuring everyone stays on the very same page.
‘s versatile workflow system allows you to customize your pipelines and automate repetitive jobs.
You can develop templates for typical email actions, schedule follow-ups, and established pointers, saving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, offers benefits in regards to coding and software development. Here’s how:.
supplies a robust API and substantial developer documentation, making it simple to integrate with other tools and construct custom-made services.
This flexibility allows freelance journalists with coding skills to extend the functionality of and tailor it to their specific needs.
Project Management for Software Advancement:.
‘s pipeline function can be adapted to manage software advancement projects, from ideation to release.
You can create customized stages for various advancement stages, designate jobs to team members, and track progress efficiently.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and user friendly features, lessening the learning curve.
Personalized pipelines and workflows to adapt to private requirements.
Collective features that improve teamwork and communication.
Developer-friendly API for integration and modification.
Economical service for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for complete functionality, restricting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While deals considerable advantages for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more budget friendly option, particularly for freelancers and small companies.
HubSpot has a free version, but advanced features need a higher-tier paid subscription.
Features and Complexity:.
offers a more detailed suite of features, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, offering a streamlined experience.
Both and incorporate with various third-party tools.
‘s seamless integration with Gmail is helpful for users heavily reliant on email communication.
As a freelance journalist, handling your hiring process and client relationships is critical to your success. deals a affordable and instinctive option that seamlessly integrates with Gmail, enabling you to improve your operations and concentrate on your craft. While it may not have the sophisticated features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a material, editor, or writer creator, can empower you to take control of your freelance journalism career by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.