As a seasoned freelance reporter, I understand the obstacles of handling projects, tracking leads, and supporting client relationships. In this post, I will dive into the benefits of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey guys invite back in this video I will be revealing you how to utilize Streak Crm Ex for your consumer relations partnership interaction and far more so let’s get into it first of all you need to go to streak.com and you will land on this site right here now is a kind of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is truly amazing and I’ll show you how to do that as a complete beginner it will help you customize a perfect process for your team and you will have the ability to get your work done now let’s in fact enter into the procedure now is readily available as an extension and it’s entirely totally free so once you get to the website you’ll get this choice 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 included fine it’s done and now it is adding 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 just sign in make certain to sign.
into the same Gmail that you have added the uh you know streak to now it will ask you for your access and we’re gon na merely scroll down and click permit after including this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting recently viewed all tracked e-mails and updated reply and after that we have this brand-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 combines so you can see this resembles our brand-new control panel for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go create a new pipeline let’s really 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 phases for your pipeline and you can actually we have actually a lead gotten in touch with pitched demo negotiating close phone closed uh you understand then we have supporting okay then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern market deal size business size close rate e-mail thread count days and state and notes so if you want to add another stage you will click this Plus at the top and you will offer your stage a name let’s say that you actually wanted to create another um you understand stage here for instance let’s say I didn’t have no strings so I can produce right here.
and you can provide it your color so we can really pick different colors for each of the stages however I think all of these are actually already produced so this is in fact quite outstanding what I will do is I will in fact get rid of this one and if you feel like there is um I think pitched and demonstration are sort of like the same thing we simply opt for the pitch so what I’ll do is uh we have actually demo 2 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 opt for 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 various fields that you desire so you will click this plus here and we have complimentary kind a date check box drop down General email 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 out on and I’ll in fact rearrange and put the notes here fine email thread count close date alright company’s size deal size and Company size okay let’s get rid of the company size and I’m gon na really find something else within the general where we have created by date produced fans and more so I actually wish to choose the produced.
by or perhaps the fans due to the fact that I want to keep an eye on my staff member that are really 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 lot of alternatives available within streak is in fact one of the most convenient and one of the most uh you understand flexible out there it’s very easy to use with templates we have jobs too within my project again if I didn’t wish to opt for these sales if I did with jobs then I can go with the job stages right here and once again the fields the procedure is going to be comparable you will select these stages from here on this plus button here and you can likewise offer it different different colors we also have company Dev here you can see then we have working with so if you do hiring then this is going to be your phases task search financier fundraising others realty assistance and customized So within our assistance you can see we have actually inbound designated working on resolved and sound this is really respectable and we also have custom-made where I can in fact start something from the scratch absolutely according to my organization for me we just have the sales so I’m gon na choose the sales here and click on produce private or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click on develop now it will just take a 2nd for a street to produce a pipeline for me so you can see this really looks pretty good now I will be able to add my Lead Series so you can actually click this fall and we have manage phase or rename so as I proceed as I add various 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 ADD box here and I’m going to include a box in the lead section here and let’s just call it brand-new and click on get in 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 add 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 2 we can actually open this up in a 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 say there was a called too there’s one negotiating so I’ll just simply click brand-new now once you produce a lead we can in fact click on this link and it will now open the different fields that we added so this is a new Elite that I developed and we have all of these various columns we have the fields that we created keep in mind and after that we have invite colleagues so from here I can welcome the employee we have add columns we have e-mails files and comments you can switch to the emails and it will show you the emails that you got in files we can even publish files and then we have the remarks 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 as soon as you’re done with this you can actually click on go into 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 called and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can carry out bulk actions such as erasing and sharing also 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 Combinations and automation this is among the crucial ones click on this link and you’ll have the ability to really integrate um other apps within yourr transfer data for notices for automations customized constructs and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really quickly and produce our CSV files similarly now I can switch to my various folders that we have here and I can produce a new pipeline we can change to our easy Gmail really easily from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have produced we will even have our merge e-mails now with our so this is the merge e-mail and with merge e-mail what happens is I can actually develop a follow-up emails and different storage emails here and we have active advises so using is really easy you can get started free of charge by just including the integration and now you understand how to utilize as a total novice don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me offer some context about my profession and how it associates with. As an independent reporter, I have actually worked with various customers, handled multiple projects simultaneously, and maintained a comprehensive network of contacts. Balancing these duties can be overwhelming, and I recognized the requirement for a centralized system to simplify my operations.
In my quest for a service, I checked out different platforms but found them to be either too complex or too expensive for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly integrates with Gmail, making it perfect for independent reporters who heavily count on e-mail communication. Here are some essential benefits of using for your freelance journalism employing process:.
Intuitive Email Tracking and Company:.
enables you to track and organize your e-mails easily, providing you a clear overview of your interactions with customers, leads, and partners.
You can develop customizable pipelines straight within your inbox, making it easy to keep an eye on the development and manage of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to picture and handle your sales process from lead generation to project completion.
You can classify contacts, produce customized stages, set reminders, and track interactions, ensuring that no chance slips through the fractures.
Smooth Cooperation and Teamwork:.
assists in collaboration by allowing you to share pipelines and communicate with employee within the platform.
You can designate tasks, share important e-mails, and work together in real-time, boosting performance and ensuring everybody stays on the same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repeated tasks.
You can produce design templates for typical e-mail actions, schedule follow-ups, and established pointers, saving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, provides advantages in terms of coding and software development. Here’s how:.
supplies a robust API and substantial developer documentation, making it easy to integrate with other tools and develop custom solutions.
This versatility enables independent reporters with coding abilities to extend the functionality of and tailor it to their particular requirements.
Task Management for Software Application Development:.
‘s pipeline feature can be adjusted to manage software development projects, from ideation to deployment.
You can create customized phases for different advancement stages, appoint jobs to staff member, and track progress efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive user interface and easy-to-use functions, reducing the discovering curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collective features that boost teamwork and interaction.
Developer-friendly API for combination and modification.
Economical option for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for full performance, restricting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While deals substantial benefits for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more economical option, especially for freelancers and small businesses.
HubSpot has a totally free version, but advanced features need a higher-tier paid membership.
Features and Complexity:.
offers a more comprehensive suite of functions, including sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, using a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s smooth integration with Gmail is helpful for users greatly reliant on e-mail communication.
As a self-employed journalist, managing your hiring procedure and customer relationships is vital to your success. deals a instinctive and budget-friendly service that seamlessly integrates with Gmail, allowing you to streamline your operations and focus on your craft. While it may not have the innovative features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re an editor, material, or writer developer, can empower you to take control of your freelance journalism profession by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.