As a skilled freelance reporter, I comprehend the obstacles of handling tasks, tracking leads, and nurturing customer relationships. In this post, I will delve into the benefits of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for novices hey people welcome back in this video I will be revealing you how to utilize Streak Crm Tracking Money for your consumer relations collaboration interaction and much more so let’s get into it firstly you need to go to streak.com and you will arrive on this site right here now is a sort of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is really remarkable and I’ll show you how to do that as a total novice it will help you tailor a perfect process for your team and you will be able to get your work done now let’s really get into the process now is offered as an extension and it’s totally complimentary so once you get to the site you’ll get this option 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 included okay 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 merely check in make sure to sign.
into the very same Gmail that you have added 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 on allow after adding this is what your Gmail will look 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 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 is like our brand-new dashboard for here I’ll be able to produce 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 produce a new pipeline let’s actually do that you will click new pipeline here and we have different choices 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 a lead called pitched demonstration negotiating close phone closed uh you know then we have nurturing all right then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority market deal size company size close rate e-mail thread count days and state and notes so if you wish to include another phase you will click this Plus at the top and you will offer your stage a name let’s state that you really wished to produce another um you understand phase here for instance let’s state I didn’t have no strings so I can create right here.
and you can offer it your color so we can really choose various colors for each of the stages however I believe all of these are really already created so this is really pretty remarkable what I will do is I will really eliminate this one and if you feel like there is um I think pitched and demo are sort of like the same thing we simply go with 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 then we have working out with negotiating I can go with 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 desire so you will click on this plus here and we have totally free kind a date check box drop down General e-mail email 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 opt for this one here this is the field that was in fact missing out on and I’ll really rearrange and put the notes here all right e-mail thread count close date all right business’s size offer size and Business size fine let’s get rid of the company size and I’m gon na really discover something else within the basic where we have developed by date created followers and more so I actually wish to go for the produced.
by or perhaps the followers due to the fact that I wish to track my employee that are in fact following this so I will you know put it right here now these are the a few of the fields that I desired for my pipeline now you can see there are a lot of choices offered within streak is in fact among the easiest 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 want to opt for these sales if I finished with jobs then I can opt for the task stages right here and again the fields the procedure is going to be comparable you will choose these stages from here on this plus button here and you can likewise 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 stages task search financier fundraising others real estate assistance and custom So within our assistance you can see we have incoming designated working on resolved and sound this is really pretty good and we also have customized where I can actually start something from the scratch completely according to my organization for me we just have the sales so I’m gon na opt for 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 opt for the shared one here and click develop now it will just take a second for a street to develop a pipeline for me so you can see this actually looks respectable now I will be able to add my Lead Series so you can in fact click on this drop down and we have manage stage or relabel so as I continue as I add various leads here what I I will do is I’ll just simply click and I’ll be able to add it click the top here include 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 get in so now you can see we have actually one lead created 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 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 in this manner now you can see we have two leads then let’s state there was a called also there’s one working out so I’ll just simply click on new now as soon as you develop 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 brand-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 colleagues so from here I can invite the team members we have include columns we have emails files and remarks you can change to the e-mails and it will show you the e-mails 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.
attachments so this is how you produce a lead within your as soon as you’re finished 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 gathered here and at the top we’re getting our account such as two leads one called 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 perform bulk actions such as erasing and sharing too uh one more thing with srix at the top you will be able to see we have personal alternative we have these 3 dots where we can discover these stages Integrations 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-made develops and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely quickly and produce our CSV files likewise now I can change to my various folders that we have here and I can create a brand-new pipeline we can change to our easy Gmail very easily from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have produced we will even have our combine emails now with our so this is the combine email and with merge e-mail what happens is I can actually create a follow-up e-mails and various storage e-mails here and we have active advises so utilizing is really simple you can begin for free by just including the combination and now you understand how to use as a total novice do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me provide some context about my career and how it associates with. As a freelance journalist, I’ve dealt with many customers, managed numerous tasks concurrently, and kept a comprehensive network of contacts. Balancing these obligations can be frustrating, and I acknowledged the need for a centralized system to improve my operations.
In my quest for a service, I checked out numerous platforms however found them to be either too complicated or too expensive for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly incorporates with Gmail, making it ideal for self-employed journalists who greatly rely on e-mail interaction. Here are some key advantages of using for your freelance journalism employing process:.
Intuitive Email Tracking and Organization:.
enables you to track and arrange your e-mails easily, providing you a clear overview of your communications with clients, leads, and partners.
You can produce customizable pipelines straight within your inbox, making it simple to monitor the progress and handle of your jobs and projects.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to visualize and handle your sales process from lead generation to task completion.
You can categorize contacts, create custom-made stages, set suggestions, and track interactions, making sure that no chance slips through the fractures.
Seamless Collaboration and Team Effort:.
helps with cooperation by allowing you to share pipelines and communicate with team members within the platform.
You can designate jobs, share important emails, and team up in real-time, improving productivity and making sure everyone remains on the very same page.
Personalized Workflows:.
‘s flexible workflow system allows you to tailor your pipelines and automate repetitive jobs.
You can create design templates for common email actions, schedule follow-ups, and established tips, saving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, uses advantages in regards to coding and software development. Here’s how:.
Developer-Friendly Integration:.
offers a robust API and substantial designer documents, making it easy to integrate with other tools and construct custom options.
This versatility enables independent reporters with coding abilities to extend the functionality of and customize it to their particular requirements.
Task Management for Software Application Advancement:.
‘s pipeline function can be adapted to handle software application advancement projects, from ideation to implementation.
You can develop customized stages for various advancement phases, designate tasks to employee, and track development efficiently.
Benefits and drawbacks of
Pros:.
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
Instinctive interface and user friendly features, minimizing the discovering curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collaborative features that improve team effort and interaction.
Developer-friendly API for combination and personalization.
Economical solution for freelancers and small companies.
Cons:.
Limited reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation features.
Reliance on Gmail for complete functionality, restricting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
Cost:.
offers a more budget friendly solution, specifically for freelancers and small companies.
HubSpot has a totally free version, but advanced functions require a higher-tier paid subscription.
Features and Intricacy:.
offers a more extensive suite of features, consisting of innovative marketing automation and analytics.
concentrates on simpleness and ease of use, using a streamlined experience.
Combination:.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is helpful for users greatly reliant on email communication.
Conclusion:.
As a freelance journalist, managing your hiring procedure and client relationships is vital to your success. offers a economical and user-friendly service that perfectly integrates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it may not have the innovative functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a writer, editor, or material creator, can empower you to take control of your freelance journalism profession by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.