As an experienced freelance reporter, I understand the difficulties of handling tasks, tracking leads, and nurturing client relationships. In this article, I will dive 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 utilize for beginners hey people welcome back in this video I will be showing you how to utilize Streak Crm For Education for your consumer relations cooperation communication and a lot more so let’s enter into it firstly 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 basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is truly fantastic and I’ll reveal you how to do that as a complete beginner it will assist you tailor a perfect procedure for your group and you will have the ability to get your work done now let’s really enter the process now is offered as an extension and it’s completely free so once you get to the website 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 on 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 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 check in make certain to sign.
into the very 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 merely scroll down and click allow after adding this is what your Gmail will look like now you can see here in our basic you understand folders we are getting just recently viewed all tracked emails and updated reply and after that 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 combines so you can see this is like our brand-new dashboard for here I’ll be able to create a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go produce a brand-new pipeline let’s really do that you will click on brand-new pipeline here and we have different options first of all we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have a lead contacted pitched demonstration 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 email last e-mail from lead Source top priority industry deal size company size close rate email thread count days and state and keeps in mind so if you wish to add another stage you will click on this Plus on top and you will provide your phase a name let’s state 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 offer it your color so we can actually choose different colors for each of the stages however I believe all of these are in fact currently produced so this is actually quite excellent 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 kind of like the exact same thing we just opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s eliminate 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 different fields that you want so you will click on this plus here and we have complimentary form a date check box fall General email email tracking task calls and meetings 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 go with this one here this is the field that was really missing out on and I’ll actually rearrange and put the notes here alright email thread count close date alright company’s size deal size and Business size all right let’s eliminate the company size and I’m gon na in fact find something else within the general where we have actually produced by date created followers and more so I really wish to choose the produced.
by or perhaps the followers because I wish to monitor 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 choices readily available within streak is actually among the simplest and among the most uh you know flexible out there it’s very easy to use with design templates we have tasks too within my task once again if I didn’t wish to opt for these sales if I did with tasks then I can go with the job phases right here and again the fields the procedure 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 company Dev here you can see then we have employing so if you do employing then this is going to be your phases job search financier fundraising others realty assistance and customized So within our support you can see we have actually incoming appointed dealing with resolved and sound this is really respectable and we likewise have custom-made where I can in fact start something from the scratch absolutely according to my organization for me we simply have the sales so I’m gon na go with the sales here and click on develop personal 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 produce now it will simply take a second for a street to produce a pipeline for me so you can see this actually looks pretty good now I will be able to include my Lead Series so you can really click on this drop down and we have manage 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 add a box so click on ADD box here and I’m going to include a box in the lead section here and let’s simply call it new and click on get in so now you can see we have actually one lead developed let’s state that there is actually 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 add another lead let’s call it new two we can actually open this up in a brand-new tab from here too but I’m just for now I’m simply 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 too there’s one working out so I’ll just merely click on new now when you produce a lead we can really click here and it will now open 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 produced remember and after that we have welcome colleagues so from here I can invite the team members we have add columns we have emails files and remarks you can switch to the emails and it will reveal you the e-mails that you got in files we can even upload 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 produce a lead within your once you’re made with this you can in fact click go into and it will be closed now it will show you something like this we have all of our information gathered here and at the top we’re getting our account such as 2 leads one gotten in touch with 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 deleting and sharing as well uh one more thing with srix on top you will be able to see we have private alternative we have these three dots where we can find these phases Integrations and automation this is among the essential ones click here and you’ll have the ability to actually integrate um other apps within yourr transfer information for notifications for automations custom constructs and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely easily and produce our CSV files similarly 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 basic Gmail very quickly from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have actually created we will even have our combine e-mails now with our so this is the combine email and with combine e-mail what occurs is I can actually develop a follow-up emails and different storage e-mails here and we have active advises so using is actually simple you can get going totally free by just adding the combination and now you know how to utilize as a total newbie do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me supply some context about my profession and how it associates with. As an independent journalist, I have actually dealt with numerous customers, managed numerous projects concurrently, and preserved an extensive network of contacts. Balancing these responsibilities can be overwhelming, and I recognized the requirement for a central system to improve my operations.
In my mission for a solution, I checked out numerous platforms but found them to be either too costly or too complex 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 effortlessly integrates with Gmail, making it ideal for freelance reporters who greatly count on e-mail interaction. Here are some key advantages of using for your freelance journalism working with process:.
User-friendly Email Tracking and Company:.
enables you to track and arrange your e-mails effortlessly, offering you a clear summary of your interactions with clients, leads, and collaborators.
You can produce personalized pipelines directly within your inbox, making it simple to manage and keep an eye on the progress of your projects and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to visualize and handle your sales process from list building to task completion.
You can categorize contacts, produce customized stages, set reminders, and track interactions, ensuring that no chance slips through the fractures.
Smooth Collaboration and Teamwork:.
assists in partnership by allowing you to share pipelines and communicate with employee within the platform.
You can assign jobs, share important emails, and work together in real-time, enhancing productivity and making sure everybody remains on the exact same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repetitive jobs.
You can develop templates for typical email reactions, schedule follow-ups, and established tips, conserving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in independent journalism, provides benefits in regards to coding and software application development. Here’s how:.
provides a robust API and extensive developer documentation, making it easy to integrate with other tools and develop custom options.
This flexibility allows independent journalists with coding abilities to extend the performance of and customize it to their specific needs.
Job Management for Software Advancement:.
‘s pipeline feature can be adapted to manage software development tasks, from ideation to deployment.
You can produce custom-made phases for different advancement stages, assign jobs to team members, and track development efficiently.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
Instinctive interface and user friendly features, minimizing the discovering curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collaborative features that boost team effort and communication.
Developer-friendly API for integration and customization.
Cost-efficient solution for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for full functionality, restricting compatibility with other email providers.
Contrast with HubSpot CRM:.
While deals substantial benefits for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more cost effective option, especially for freelancers and small companies.
HubSpot has a complimentary variation, but advanced functions need a higher-tier paid subscription.
Features and Complexity:.
provides a more detailed suite of functions, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, offering a structured experience.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is beneficial for users greatly reliant on e-mail communication.
As a freelance journalist, handling your hiring procedure and customer relationships is critical to your success. deals a affordable and intuitive service that seamlessly incorporates with Gmail, enabling you to simplify your operations and focus on your craft. While it may not have the advanced functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a author, material, or editor developer, 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 impact of Streak CRM in your freelance journalism undertakings.