As a skilled freelance reporter, I understand the difficulties of managing jobs, tracking leads, and supporting client relationships. In this post, I will delve into the benefits of utilizing for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for beginners hey people invite back in this video I will be showing you how to utilize Stylefactoryproductions Streak Crm Review for your customer relations cooperation communication and a lot more so let’s enter it first off you require to go to streak.com and you will arrive on this website right here now is a kind of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is really amazing and I’ll reveal you how to do that as a complete beginner it will assist you personalize a best process for your group and you will have the ability to get your work done now let’s in fact enter the process now is offered as an extension and it’s entirely free so when you get to the site you’ll get this alternative 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 add to Chrome click on ADD extension and your extension will be included alright 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 merely check in ensure 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 simply scroll down and click enable after including this is what your Gmail will look like now you can see here in our basic you understand folders we are getting recently viewed all tracked emails and upgraded 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 merges so you can see this resembles our new control panel for here I’ll be able to create a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go create a new pipeline let’s actually do that you will click on new pipeline here and we have different options 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 contacted pitched demo working out close phone closed uh you understand then we have nurturing all right then we have Fields so in fields we have a date of last email last email from lead Source priority market deal size business size close rate e-mail thread count days and state and notes so if you wish 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 really wished to develop another um you understand phase here for example 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 actually choose various colors for each of the stages but I think all of these are really already produced so this is in fact pretty outstanding what I will do is I will actually eliminate this one and if you seem like there is um I think pitched and demonstration are type 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 in fact let’s eliminate the demo here and then we have working out 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 this plus here and we have totally free form a date check box fall General e-mail e-mail tracking task calls and conferences so I do not see anything for the course and meetings 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 really missing and I’ll actually reorganize and put the notes here okay e-mail thread count close date fine company’s size offer size and Company size okay let’s get rid of the company size and I’m gon na actually find something else within the general where we have produced by date produced followers and more so I actually want to opt for the produced.
by or perhaps the fans because I want to keep track of my team members that are in fact 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 choices offered within streak is actually among the easiest 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 job once again if I didn’t want to go for these sales if I finished with projects 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 various different colors we likewise have service Dev here you can see then we have employing so if you do employing then this is going to be your stages task search investor fundraising others realty support and custom So within our support you can see we have actually incoming designated working on dealt with and noise this is actually respectable and we likewise have custom 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 go with the sales here and click on create private or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click develop now it will simply take a second for a street to develop a pipeline for me so you can see this really looks respectable now I will be able to include my Lead Series so you can really click this fall and we have manage phase or relabel so as I continue as I include various leads here what I I will do is I’ll just merely click and I’ll be able to add it click the top here add a box so click on ADD box here and I’m going to add a box in the lead area here and let’s just call it new and click get in so now you can see we have actually one lead developed 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 brand-new two we can in fact 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 contacted also there’s one negotiating so I’ll just merely click on brand-new now once you produce a lead we can really click on this link and it will now open up the different fields that we included so this is a new Elite that I produced and we have all of these various columns we have the fields that we produced remember and then we have welcome teammates so from here I can invite the employee we have add 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 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 develop a lead within your as soon as you’re done with this you can really click on go into and it will be closed now it will reveal you something like this we have all of our information 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 choose different leads from here the stages and we can perform bulk actions such as deleting and sharing as well uh one more thing with srix at the top you will have the ability to see we have personal choice we have these three dots where we can discover these phases Integrations and automation this is one of the important ones click here and you’ll be able to in fact integrate um other apps within yourr transfer information for notices for automations customized builds and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they very 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 easy Gmail very quickly from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have produced we will even have our merge emails now with our so this is the merge e-mail and with merge email what happens is I can in fact produce a follow-up emails and different storage e-mails here and we have active instructs so utilizing is actually easy you can start totally free by simply adding the combination and now you know how to utilize as a total newbie do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me provide some context about my profession and how it associates with. As a freelance journalist, I’ve worked with many clients, managed multiple projects concurrently, and kept a comprehensive network of contacts. Juggling these duties can be frustrating, and I recognized the need for a central system to improve my operations.
In my quest for a solution, I checked out various platforms however found them to be either too complicated or too pricey for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly integrates with Gmail, making it ideal for self-employed journalists who greatly count on e-mail communication. Here are some essential advantages of using for your freelance journalism hiring procedure:.
User-friendly Email Tracking and Company:.
permits you to track and arrange your e-mails easily, providing you a clear summary of your communications with clients, leads, and partners.
You can produce customizable pipelines directly within your inbox, making it easy to keep an eye on the progress and handle of your jobs and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to envision and handle your sales process from lead generation to project completion.
You can categorize contacts, produce custom stages, set pointers, and track interactions, ensuring that no chance slips through the fractures.
Seamless Collaboration and Teamwork:.
facilitates collaboration by allowing you to share pipelines and communicate with staff member within the platform.
You can appoint jobs, share essential e-mails, and work together in real-time, improving productivity and ensuring everyone stays on the exact same page.
‘s versatile workflow system enables you to customize your pipelines and automate repetitive tasks.
You can create templates for common email responses, schedule follow-ups, and set up pointers, saving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, offers advantages in regards to coding and software advancement. Here’s how:.
supplies a robust API and extensive developer documents, making it simple to integrate with other tools and develop custom-made options.
This versatility allows self-employed journalists with coding abilities to extend the performance of and customize it to their specific requirements.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to manage software application advancement jobs, from ideation to deployment.
You can develop custom-made phases for various development stages, assign jobs to staff member, and track progress effectively.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and user friendly features, decreasing the learning curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collaborative functions that improve teamwork and interaction.
Developer-friendly API for integration and customization.
Economical solution for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for full functionality, restricting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
offers a more inexpensive option, especially for freelancers and small companies.
HubSpot has a complimentary variation, but advanced features require a higher-tier paid subscription.
Features and Complexity:.
offers a more detailed suite of features, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, using a streamlined experience.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is helpful for users heavily reliant on e-mail interaction.
As an independent reporter, handling your hiring process and customer relationships is vital to your success. deals a inexpensive and instinctive option that flawlessly incorporates with Gmail, allowing you to enhance your operations and focus on your craft. While it may not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a author, editor, or material creator, can empower you to take control of your freelance journalism profession by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.