As a seasoned freelance journalist, I understand the obstacles of handling jobs, tracking leads, and nurturing customer relationships. In this post, I will dive into the benefits of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for beginners hey people welcome back in this video I will be showing you how to utilize Streak Crm Dashboard Filters for your consumer relations collaboration communication and far more so let’s enter into it firstly you require to go to streak.com and you will land on this site right here now is a kind of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is actually fantastic and I’ll show you how to do that as a complete newbie it will assist you tailor a perfect process for your group 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 completely free so once you get to the site you’ll get this choice here which is contribute 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 add to Chrome click 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 simply sign in make certain to sign.
into the exact same Gmail that you have included 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 permit after including this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting recently seen all tracked e-mails and updated 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 combines so you can see this resembles our new dashboard for here I’ll have the ability to create a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go produce a brand-new pipeline let’s actually do that you will click brand-new pipeline here and we have different options to start with we have the stages so this is where you will pick these phases for your pipeline and you can in fact we have actually a lead contacted pitched demonstration working out 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 top priority market offer size business size close rate e-mail thread count days and state and keeps in mind so if you wish to add another phase you will click on this Plus on top and you will give your phase a name let’s say that you in fact wished to produce another um you know stage here for instance let’s say I didn’t have no strings so I can create right here.
and you can provide it your color so we can really select various colors for each of the stages but I believe all of these are in fact currently developed so this is actually pretty remarkable what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demo are kind of like the exact same thing we just 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 working out with negotiating I can go with 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 on this plus here and we have complimentary kind a date check box drop down General email e-mail tracking task calls and meetings 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 reorganize and put the notes here fine email thread count close date alright company’s size deal size and Company size all right let’s eliminate the business size and I’m gon na really find something else within the general where we have actually developed by date created fans and more so I in fact wish to choose the created.
by or possibly the fans since I wish to track my staff member that are actually 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 options offered within streak is actually among the most convenient and among the most uh you understand versatile out there it’s very easy to use with design templates we have tasks too within my project again if I didn’t want to choose these sales if I finished with jobs then I can choose the task stages right here and again the fields the procedure is going to be similar you will choose these phases from here on this plus button here and you can also offer it various various colors we likewise have service Dev here you can see then we have working with so if you do employing then this is going to be your stages job search financier fundraising others property support and custom So within our support you can see we have incoming assigned working on solved and sound this is really pretty good and we also have custom where I can in fact start something from the scratch completely according to my company for me we just have the sales so I’m gon na go with the sales here and click create personal or.
shared so I will be sharing this with a staff member so I’m going to opt for the shared one here and click on produce now it will just take a second for a street to develop a pipeline for me so you can see this in fact looks respectable 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 rename so as I continue as I include various leads here what I I will do is I’ll just merely click and I’ll have the ability to include it click on the top here add a box so click on ADD box here and I’m going to add a box in the lead section here and let’s just call it brand-new and click on enter so now you can see we have one lead developed 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 brand-new I’m going to include another lead let’s call it brand-new two we can in fact open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s state there was a contacted as well there’s one negotiating so I’ll just simply click on new now as soon as you create a lead we can really click here and it will now open the various fields that we added so this is a 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 invite teammates so from here I can invite the team members we have add columns we have emails files and remarks you can change to the emails and it will show 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 develop a lead within your once you’re done with this you can really click get in and it will be closed now it will reveal you something like this we have all of our data 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 select various leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh another thing with srix at the top you will be able to see we have private choice we have these three dots where we can find these phases Integrations and automation this is one of the crucial ones click here and you’ll be able to in fact integrate um other apps within yourr transfer information for notices for automations customized develops and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they really quickly and develop our CSV files likewise now I can change to my various folders that we have here and I can develop a new pipeline we can switch to our simple Gmail very easily from here and it will likewise show me the emails that I will be receiving for my pipelines that I have actually created we will even have our merge emails now with our so this is the merge email and with combine e-mail what occurs is I can actually produce a follow-up emails and different storage emails here and we have active advises so using is actually simple you can get started totally free by simply including the combination and now you know how to utilize as a total novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me offer some context about my profession and how it connects to. As an independent reporter, I’ve worked with many clients, managed numerous tasks all at once, and preserved a comprehensive network of contacts. Juggling these responsibilities can be frustrating, and I acknowledged the requirement for a central system to improve my operations.
In my quest for a solution, I checked out various platforms however found them to be either too expensive or too complex for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly incorporates with Gmail, making it perfect for independent journalists who heavily count on e-mail interaction. Here are some crucial advantages of using for your freelance journalism employing process:.
Instinctive Email Tracking and Company:.
enables you to track and arrange your e-mails effortlessly, offering you a clear overview of your communications with clients, leads, and collaborators.
You can produce adjustable pipelines directly within your inbox, making it simple to manage and monitor the development of your jobs and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and manage your sales procedure from list building to task completion.
You can classify contacts, develop customized phases, set reminders, and track interactions, ensuring that no chance slips through the fractures.
Seamless Collaboration and Team Effort:.
facilitates cooperation by allowing you to share pipelines and interact with employee within the platform.
You can appoint jobs, share important e-mails, and work together in real-time, enhancing productivity and ensuring everybody stays on the exact same page.
‘s flexible workflow system allows you to customize your pipelines and automate recurring jobs.
You can develop design templates for common e-mail reactions, schedule follow-ups, and set up suggestions, saving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in independent journalism, provides benefits in terms of coding and software development. Here’s how:.
offers a robust API and comprehensive designer paperwork, making it easy to integrate with other tools and construct custom solutions.
This versatility enables self-employed journalists with coding abilities to extend the performance of and customize it to their particular needs.
Task Management for Software Advancement:.
‘s pipeline function can be adjusted to manage software application development tasks, from ideation to implementation.
You can develop custom stages for different development stages, assign jobs to employee, and track development effectively.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
User-friendly interface and easy-to-use features, lessening the discovering curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collective functions that enhance team effort and communication.
Developer-friendly API for integration and customization.
Affordable solution for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation functions.
Dependence on Gmail for complete performance, limiting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more affordable service, particularly for freelancers and small businesses.
HubSpot has a complimentary variation, however advanced features require a higher-tier paid subscription.
Functions and Complexity:.
supplies a more thorough suite of functions, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Both and incorporate with different third-party tools.
‘s smooth combination with Gmail is useful for users greatly reliant on e-mail communication.
As an independent reporter, managing your hiring process and customer relationships is paramount to your success. deals a affordable and user-friendly service that seamlessly integrates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a material, writer, or editor developer, 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 impact of Streak CRM in your freelance journalism ventures.