As a seasoned freelance reporter, I comprehend the challenges of managing jobs, tracking leads, and nurturing customer relationships. In this article, I will delve into the benefits of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for novices hey men welcome back in this video I will be revealing you how to use Third Party Cookies Streak Crm for your client relations partnership communication and far more so let’s get into it firstly you require to go to streak.com and you will arrive at this site right here now is a type of CRM that we can add to our simple Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is actually amazing and I’ll reveal you how to do that as a total beginner it will help you personalize a perfect procedure for your group and you will be able to get your work done now let’s in fact enter the process now is available as an extension and it’s completely free so once you get to the website 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 alright 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 check in ensure to sign.
into the same Gmail that you have 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 on allow after including this is what your Gmail will look like now you can see here in our easy you understand folders we are getting just recently viewed all tracked e-mails and upgraded reply and after that we have this brand-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 combines so you can see this is like our brand-new dashboard for here I’ll have the ability to develop a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go produce a brand-new pipeline let’s really do that you will click on new pipeline here and we have various choices firstly we have the stages so this is where you will choose these phases for your pipeline and you can really we have actually a lead gotten in touch with pitched demonstration 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 e-mail last email from lead Source concern market deal size company size close rate email thread count days and state and keeps in mind so if you want to include another phase you will click on this Plus at the top and you will offer your stage a name let’s say that you in fact wanted to develop another um you understand stage here for example let’s say I didn’t have no strings so I can develop right here.
and you can provide it your color so we can actually pick different colors for each of the stages but I believe all of these are really already developed so this is in fact pretty excellent what I will do is I will in fact eliminate this one and if you seem like there is um I think pitched and demo are kind of like the exact same thing we just 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 demo here and after that we have working out with negotiating I can choose 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 want so you will click on this plus here and we have totally free type a date check box drop down General email email tracking task calls and meetings 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 in fact missing out on and I’ll in fact rearrange and put the notes here alright email thread count close date okay company’s size deal size and Business size all right let’s eliminate the business size and I’m gon na actually discover something else within the general where we have actually developed by date produced followers and more so I in fact want to go for the created.
by or possibly the fans since I wish to keep an eye on my employee 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 options available within streak is actually among the most convenient and one of the most uh you know flexible out there it’s extremely easy to use with templates we have jobs too within my job once again if I didn’t wish to choose these sales if I finished with tasks then I can go with the task stages right here and once again the fields the process is going to be comparable you will select these stages from here on this plus button here and you can likewise give it various different colors we likewise have service 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 realty support and custom-made So within our support you can see we have incoming appointed dealing with fixed and noise this is really respectable and we likewise have customized where I can actually start something from the scratch absolutely according to my organization for me we just have the sales so I’m gon na choose the sales here and click produce private or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click on create now it will just take a 2nd for a street to develop a pipeline for me so you can see this in fact looks respectable now I will be able to add my Lead Series so you can really click this drop down and we have manage stage or relabel so as I proceed 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 on 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 go into so now you can see we have one lead produced let’s say that there is actually closed one so I’m going to add one here let’s just for now let’s call it new I’m going to include 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 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 as soon as you produce 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 various columns we have the fields that we created remember and then we have invite colleagues so from here I can invite the team members we have include columns we have emails files and comments you can switch to the emails and it will show you the e-mails that you got in files we can even submit files and after that we have the remarks at the top here again we have the call log we have our meeting 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 actually click on 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 gotten in touch with 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 perform bulk actions such as erasing and sharing as well uh one more thing with srix at the top you will have the ability to see we have personal alternative we have these 3 dots where we can find these stages Integrations and automation this is among the crucial ones click on this link and you’ll have the ability to really incorporate um other apps within yourr transfer information for notices for automations custom constructs and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely quickly and produce our CSV files likewise now I can switch to my various folders that we have here and I can create a new pipeline we can switch to our easy Gmail very quickly from here and it will likewise reveal me the emails 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 merge email and with combine email what happens is I can really produce a follow-up emails and different storage emails here and we have active instructs so utilizing is really easy you can start free of charge by simply adding the combination and now you understand how to use as a complete beginner do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me provide some context about my career and how it connects to. As an independent reporter, I have actually worked with many customers, managed multiple tasks concurrently, and kept a substantial network of contacts. Juggling these duties can be overwhelming, and I acknowledged the need for a central system to improve my operations.
In my mission for a solution, I explored different platforms however discovered them to be either too intricate or too expensive 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 consumer relationship management tool that perfectly incorporates with Gmail, making it ideal for self-employed journalists who heavily depend on e-mail interaction. Here are some crucial benefits of using for your freelance journalism working with process:.
Intuitive Email Tracking and Company:.
permits you to track and arrange your e-mails effortlessly, providing you a clear overview of your communications with customers, leads, and collaborators.
You can develop adjustable pipelines straight within your inbox, making it easy to keep track of the development and manage of your projects and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and manage your sales procedure from list building to task conclusion.
You can classify contacts, create custom-made stages, set pointers, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Collaboration and Teamwork:.
assists in collaboration by allowing you to share pipelines and communicate with team members within the platform.
You can appoint jobs, share essential e-mails, and team up in real-time, enhancing performance and guaranteeing everyone remains on the very same page.
‘s flexible workflow system allows you to customize your pipelines and automate recurring jobs.
You can create templates for common e-mail actions, schedule follow-ups, and established pointers, saving you valuable time and effort.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, uses benefits in regards to coding and software application development. Here’s how:.
provides a robust API and comprehensive designer documents, making it simple to incorporate with other tools and develop customized solutions.
This versatility allows independent journalists with coding skills to extend the performance of and tailor it to their specific requirements.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adapted to manage software application advancement projects, from ideation to release.
You can produce custom phases for various development stages, designate tasks to employee, and track progress effectively.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and easy-to-use features, lessening the finding out curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collective functions that improve team effort and interaction.
Developer-friendly API for integration and personalization.
Economical service for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for complete functionality, restricting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While deals significant benefits for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more affordable option, particularly for freelancers and small companies.
HubSpot has a totally free variation, but advanced features require a higher-tier paid subscription.
Features and Complexity:.
offers a more comprehensive suite of features, consisting of sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is helpful for users greatly reliant on e-mail communication.
As a self-employed reporter, managing your hiring process and client relationships is critical to your success. offers a intuitive and inexpensive solution that seamlessly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re an editor, content, or author creator, can empower you to take control of your freelance journalism profession by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.