As a skilled freelance reporter, I comprehend the obstacles of handling tasks, tracking leads, and supporting customer relationships. In this article, I will delve into the advantages of utilizing for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for novices hey people invite back in this video I will be showing you how to utilize Streak Free Crm Integrations for your customer relations cooperation interaction and far more so let’s enter into it firstly you require to go to streak.com and you will arrive at this site right here now is a sort 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 really fantastic and I’ll show you how to do that as a total beginner it will assist you tailor a perfect procedure for your team and you will be able to get your work done now let’s really enter the procedure now is offered as an extension and it’s totally totally free so once you get to the website you’ll get this option here which is add 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 add to Chrome click on ADD extension and your extension will be added all right 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 sure to sign.
into the very same Gmail that you have added the uh you understand streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click on permit after including this is what your Gmail will look like now you can see here in our simple you understand folders we are getting just recently viewed all tracked emails and upgraded reply and after that we have this new alternative which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this resembles our brand-new control panel for here I’ll be able to develop a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go develop a new pipeline let’s in fact do that you will click on new pipeline here and we have different choices firstly we have the stages so this is where you will pick these phases for your pipeline and you can really we have actually a lead contacted pitched demonstration working out close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last email last email from lead Source priority industry deal size business size close rate email thread count days and state and keeps in mind so if you want to include another stage you will click on this Plus on top and you will give your stage a name let’s state that you actually wished to create another um you know stage here for example 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 really select various colors for each of the stages however I think all of these are in fact currently produced so this is in fact quite remarkable what I will do is I will in fact get rid of this one and if you seem like there is um I think pitched and demo are sort of like the exact same thing we simply choose the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s get rid of the demonstration here and after that we have negotiating 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 different fields that you want so you will click this plus here and we have totally free type a date check box drop down General e-mail e-mail tracking task calls and meetings 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 choose this one here this is the field that was really missing out on and I’ll actually reorganize and put the notes here okay email thread count close date all right business’s size deal size and Business size fine let’s eliminate the company size and I’m gon na in fact find something else within the basic where we have actually created by date created fans and more so I really wish to choose the produced.
by or possibly the followers since I want to keep an eye on my staff member that are really following this so I will you understand 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 alternatives available within streak is in fact one of the most convenient and among the most uh you understand versatile out there it’s very easy to use with design templates we have projects too within my project again if I didn’t want to go for these sales if I made with projects then I can go with the project stages right here and once again the fields the procedure is going to be similar you will select these stages from here on this plus button here and you can also offer it different different colors we also have business Dev here you can see then we have working with so if you do hiring then this is going to be your stages job search investor fundraising others real estate support and custom-made So within our support you can see we have incoming appointed working on dealt with and sound this is in fact pretty good and we likewise have customized where I can really start something from the scratch totally according to my service for me we simply have the sales so I’m gon na choose the sales here and click on create private 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 develop now it will just take a second for a street to create a pipeline for me so you can see this in fact looks pretty good now I will have the ability to add my Lead Series so you can really click on this fall and we have manage stage or rename so as I continue as I add different leads here what I I will do is I’ll just merely click and I’ll be able to include 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 simply call it new and click get in so now you can see we have one lead produced let’s state that there is really 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 two we can actually open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work this way now you can see we have 2 leads then let’s state there was a called too there’s one working out so I’ll just simply click on new now once you develop a lead we can really click here and it will now open up 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 welcome colleagues so from here I can invite the staff member we have include columns we have emails files and comments you can change to the e-mails and it will reveal you the e-mails that you got in files we can even publish 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 as soon as you’re done with this you can really click on enter 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 contacted and something like this and this is where you will be getting your list we can select different leads from here the stages and we can carry out bulk actions such as deleting and sharing also uh another thing with srix on top you will be able to see we have private option we have these 3 dots where we can discover these phases Combinations and automation this is among the essential ones click here and you’ll be able to actually integrate um other apps within yourr transfer data for alerts for automations custom develops and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and develop our CSV files similarly 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 quickly from here and it will likewise show me the emails that I will be getting for my pipelines that I have actually developed we will even have our merge e-mails now with our so this is the merge e-mail and with combine email what takes place is I can actually develop a follow-up emails and different storage emails here and we have active instructs so utilizing is actually simple you can begin free of charge by simply adding the integration and now you know how to utilize as a complete novice do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me provide some context about my career and how it relates to. As an independent reporter, I’ve dealt with many customers, managed multiple tasks simultaneously, and maintained a comprehensive network of contacts. Balancing these responsibilities can be overwhelming, and I recognized the need for a centralized system to improve my operations.
In my quest for a solution, I checked out different platforms but found them to be either too complex or too expensive for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly incorporates with Gmail, making it perfect for independent reporters who greatly depend on email communication. Here are some key advantages of using for your freelance journalism working with process:.
Instinctive Email Tracking and Organization:.
allows you to track and organize your e-mails effortlessly, providing you a clear overview of your communications with clients, leads, and partners.
You can produce customizable pipelines directly within your inbox, making it simple to manage and keep track of the development of your jobs and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to picture and handle your sales procedure from lead generation to task completion.
You can categorize contacts, develop customized phases, set pointers, and track interactions, making sure that no opportunity slips through the fractures.
Seamless Collaboration and Teamwork:.
facilitates cooperation by allowing you to share pipelines and interact with team members within the platform.
You can designate jobs, share crucial e-mails, and collaborate in real-time, enhancing performance and ensuring everyone stays on the exact same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repetitive tasks.
You can develop templates for common e-mail reactions, schedule follow-ups, and established tips, conserving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, uses benefits in regards to coding and software development. Here’s how:.
offers a robust API and substantial developer paperwork, making it simple to incorporate with other tools and develop custom-made services.
This flexibility allows independent journalists with coding abilities to extend the performance of and customize it to their particular requirements.
Project Management for Software Development:.
‘s pipeline feature can be adjusted to handle software development jobs, from ideation to implementation.
You can produce customized phases for various advancement stages, assign jobs to employee, and track development efficiently.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive user interface and easy-to-use functions, decreasing the finding out curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collaborative functions that improve teamwork and interaction.
Developer-friendly API for combination and modification.
Cost-efficient option for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for full performance, limiting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While deals substantial benefits for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
offers a more budget friendly option, particularly for freelancers and small businesses.
HubSpot has a free variation, however advanced features need a higher-tier paid membership.
Features and Intricacy:.
offers a more comprehensive suite of features, consisting of advanced marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is advantageous for users heavily reliant on email communication.
As an independent journalist, handling your hiring procedure and customer relationships is paramount to your success. deals a cost effective and user-friendly solution that flawlessly integrates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it might not have the innovative features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a content, author, or editor developer, can empower you to take control of your freelance journalism career by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.