As a skilled freelance reporter, I understand the obstacles of managing projects, tracking leads, and nurturing customer relationships. In this short article, I will dive into the advantages of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for newbies hey people welcome back in this video I will be revealing you how to use Streak Crm Notes for your consumer relations partnership interaction and a lot more so let’s enter it to start with you need to go to streak.com and you will land on this site right here now is a sort of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is actually incredible and I’ll show you how to do that as a complete beginner it will assist you personalize a best procedure for your team and you will have the ability to get your work done now let’s actually enter into the process now is readily available as an extension and it’s totally totally free so as soon as 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 on ADD extension and your extension will be added all right it’s done and now it is contributing 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 sign in make certain to sign.
into the very same Gmail that you have actually included the uh you know streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click permit after adding this is what your Gmail will appear like now you can see here in our basic you know folders we are getting just recently seen 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 is like 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 employing so this is where we’ll go develop a brand-new pipeline let’s in fact do that you will click new pipeline here and we have various choices first of all we have the stages so this is where you will choose these stages for your pipeline and you can actually we have actually a lead contacted pitched demonstration working out close phone closed uh you understand then we have supporting all right then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority industry deal size business size close rate e-mail thread count days and state and notes so if you wish to include another phase you will click on this Plus at the top and you will provide your phase a name let’s say that you in fact wished to create another um you understand phase here for instance let’s state I didn’t have no strings so I can develop right here.
and you can offer it your color so we can actually pick different colors for each of the stages but I think all of these are really currently created so this is actually pretty outstanding what I will do is I will really get rid of this one and if you feel like there is um I think pitched and demo are type of like the same thing we simply go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s get rid of the demo 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 stages then I will scroll down to the fields here with each pipeline what are the different fields that you desire so you will click this plus here and we have free kind a date check box drop down General e-mail e-mail tracking job 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 actually missing out on and I’ll really rearrange and put the notes here okay email thread count close date okay company’s size offer size and Company size all right let’s eliminate the business size and I’m gon na actually find something else within the basic where we have produced by date created fans and more so I in fact want to opt for the produced.
by or perhaps the followers due to the fact that 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 a few of the fields that I wanted for my pipeline now you can see there are a great deal of choices available within streak is actually among the most convenient and among the most uh you know versatile out there it’s extremely easy to use with design templates we have jobs too within my project again if I didn’t want to go for these sales if I did with jobs then I can opt for the task stages 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 likewise offer it different various colors we likewise have organization Dev here you can see then we have working with so if you do working with then this is going to be your stages job search investor fundraising others property support and custom So within our assistance you can see we have actually inbound assigned dealing with fixed and sound this is really respectable and we likewise have customized where I can really start something from the scratch completely according to my service for me we simply 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 produce now it will simply take a 2nd for a street to produce a pipeline for me so you can see this in fact looks respectable now I will have the ability to add my Lead Series so you can in fact click on this drop down and we have manage phase or relabel so as I proceed 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 add 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 on get in so now you can see we have one lead developed let’s say that there is actually 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 add another lead let’s call it new 2 we can really open this up in a brand-new tab from here too but I’m just for now I’m just gon na work this way now you can see we have two leads then let’s say there was a contacted too there’s one working out so I’ll just simply click on new now once you create a lead we can actually click here and it will now open up the different 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 produced keep in mind and then we have invite colleagues so from here I can welcome the employee we have include columns we have emails files and remarks you can change to the emails and it will reveal you the emails that you got in files we can even submit files and then we have the comments at the top here once again we have the call log we have our conference notes and we even have our.
accessories so this is how you create a lead within your when you’re finished with this you can in fact click enter and it will be closed now it will show you something like this we have all of our data 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 choose various leads from here the stages and we can carry out 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 alternative we have these 3 dots where we can find these stages Integrations and automation this is among the important ones click here and you’ll have the ability to actually integrate um other apps within yourr transfer data for alerts for automations customized develops and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really easily and create our CSV files similarly now I can change to my various folders that we have here and I can create a new pipeline we can change to our basic Gmail really quickly from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have actually created we will even have our combine emails now with our so this is the combine email and with combine email what takes place is I can really create a follow-up emails and different storage emails here and we have active instructs so using is actually easy you can get started for free by just including the integration and now you understand how to use as a total newbie don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me provide some context about my profession and how it relates to. As an independent reporter, I have actually worked with numerous clients, managed multiple tasks concurrently, and maintained a substantial network of contacts. Balancing these duties can be overwhelming, and I recognized the need for a central system to streamline my operations.
In my quest for a solution, I explored different platforms but discovered them to be either too intricate or too costly for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly integrates with Gmail, making it ideal for self-employed journalists who heavily rely on e-mail communication. Here are some crucial benefits of using for your freelance journalism working with process:.
User-friendly Email Tracking and Organization:.
permits you to track and arrange your e-mails easily, giving you a clear overview of your interactions with customers, leads, and collaborators.
You can create customizable pipelines straight within your inbox, making it easy to keep track of the progress and manage of your projects and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and handle your sales process from lead generation to project completion.
You can categorize contacts, produce customized phases, set tips, and track interactions, guaranteeing that no opportunity slips through the cracks.
Seamless Collaboration and Teamwork:.
assists in cooperation by enabling you to share pipelines and interact with employee within the platform.
You can assign tasks, share essential emails, and team up in real-time, improving productivity and making sure everybody stays on the very same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repeated tasks.
You can develop templates for common e-mail responses, schedule follow-ups, and set up reminders, conserving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, offers benefits in terms of coding and software application development. Here’s how:.
offers a robust API and comprehensive designer paperwork, making it easy to incorporate with other tools and build custom-made options.
This versatility permits freelance reporters with coding skills to extend the performance of and customize it to their particular needs.
Task Management for Software Application Development:.
‘s pipeline feature can be adapted to manage software development tasks, from ideation to deployment.
You can develop customized stages for various advancement phases, appoint jobs to staff member, and track progress effectively.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive user interface and user friendly functions, reducing the discovering curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collaborative functions that boost team effort and interaction.
Developer-friendly API for combination and modification.
Economical option for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation functions.
Dependence on Gmail for full performance, restricting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more budget friendly option, especially for freelancers and small companies.
HubSpot has a free version, but advanced functions require a higher-tier paid membership.
Functions and Intricacy:.
offers a more detailed suite of functions, including innovative marketing automation and analytics.
focuses on simpleness and ease of use, offering a structured experience.
Both and integrate with different third-party tools.
‘s smooth combination with Gmail is advantageous for users heavily reliant on e-mail interaction.
As an independent journalist, handling your hiring process and client relationships is critical to your success. deals a inexpensive and user-friendly solution that seamlessly integrates with Gmail, allowing you to improve your operations and focus on your craft. While it may not have the sophisticated features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re an editor, material, or writer creator, can empower you to take control of your freelance journalism profession by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.