As a skilled freelance reporter, I understand the difficulties of managing jobs, tracking leads, and nurturing customer relationships. In this post, I will dig into the benefits of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey people invite back in this video I will be showing you how to use Can I Export Streak Crm To Another Streak Crm for your client relations cooperation communication and much more so let’s get into it first off you require to go to streak.com and you will land on this site right here now is a type of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is truly amazing and I’ll reveal you how to do that as a total novice it will help you personalize a best procedure for your team and you will be able to get your work done now let’s in fact enter into the procedure now is readily available as an extension and it’s totally complimentary so once you get to the website you’ll get this alternative here which is contribute to Chrome and you’re.
going to choose 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 included fine 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 just sign in ensure to sign.
into the same Gmail that you have actually 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 enable 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 seen all tracked emails and updated reply and after that we have this brand-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 merges so you can see this is like our brand-new control panel for here I’ll have the ability to produce a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go create a new pipeline let’s actually do that you will click new pipeline here and we have various options to start with we have the stages so this is where you will select these phases for your pipeline and you can actually we have actually a lead gotten in touch with pitched demo negotiating close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority market deal size business size close rate email thread count days and state and notes so if you want to include another phase you will click on this Plus at the top and you will offer your phase a name let’s state that you in fact wanted to develop another um you understand stage here for instance let’s state I didn’t have no strings so I can produce 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 developed so this is actually quite outstanding what I will do is I will in fact eliminate this one and if you feel like there is um I believe pitched and demonstration are sort of like the very same thing we simply go with 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 negotiating with negotiating I can go with like in progress or something and now you can see these are my phases then I will scroll down to the fields here with each pipeline what are the different fields that you desire so you will click on this plus here and we have complimentary form a date check box drop down General e-mail email 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 actually missing out on and I’ll in fact rearrange and put the notes here okay e-mail thread count close date all right business’s size offer size and Business size fine let’s get rid of the business size and I’m gon na really find something else within the basic where we have developed by date produced fans and more so I in fact wish to go for the developed.
by or maybe the followers because I wish 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 some of the fields that I desired for my pipeline now you can see there are a lot of choices readily available within streak is really among the most convenient and among the most uh you understand versatile out there it’s extremely easy to use with design templates we have projects too within my task once again if I didn’t want to opt for these sales if I did with jobs then I can choose the job stages right here and again the fields the procedure is going to be similar you will choose these phases from here on this plus button here and you can also offer it various various colors we also have business Dev here you can see then we have hiring so if you do hiring then this is going to be your stages job search financier fundraising others real estate support and custom-made So within our support you can see we have incoming assigned working on resolved and sound this is in fact pretty good and we likewise have custom-made where I can actually start something from the scratch totally according to my organization for me we merely 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 an employee so I’m going to choose the shared one here and click produce now it will simply take a 2nd for a street to produce a pipeline for me so you can see this really looks pretty good now I will be able to include my Lead Series so you can actually click this drop down and we have handle stage or rename so as I continue 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 on ADD box here and I’m going to include a box in the lead section 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 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 2 we can actually open this up in a new tab from here too however I’m just for now I’m just gon na work this way now you can see we have two leads then let’s state there was a gotten in touch with as well there’s one working out so I’ll just simply click new now once you produce a lead we can in fact click on this link and it will now open up the various fields that we added so this is a brand-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 invite colleagues so from here I can welcome the employee we have include columns we have emails files and comments you can switch to the e-mails and it will show you the e-mails that you got in files we can even submit 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.
accessories so this is how you create a lead within your as soon as you’re finished with this you can in fact 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 contacted and something like this and this is where you will be getting your list we can pick various leads from here the stages and we can carry out 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 private option we have these 3 dots where we can find these phases Integrations and automation this is among the essential ones click here and you’ll have the ability to in fact integrate um other apps within yourr transfer information for alerts for automations customized develops and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they really quickly and create our CSV files similarly now I can switch to my various folders that we have here and I can produce a new pipeline we can change to our easy Gmail really quickly from here and it will also show me the emails that I will be getting for my pipelines that I have developed we will even have our merge e-mails now with our so this is the merge email and with combine e-mail what happens is I can in fact produce a follow-up emails and different storage emails here and we have active advises so using is actually easy you can get going totally free by simply adding the integration and now you understand how to use as a complete newbie do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me provide some context about my profession and how it associates with. As an independent reporter, I have actually worked with many customers, managed several tasks at the same time, and kept an extensive network of contacts. Juggling these duties can be frustrating, and I recognized the requirement for a centralized system to improve my operations.
In my mission for a solution, I explored various platforms but found them to be either too pricey or too intricate for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly incorporates with Gmail, making it perfect for independent journalists who greatly rely on e-mail interaction. Here are some key 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, giving you a clear summary of your communications with customers, leads, and collaborators.
You can create customizable pipelines directly within your inbox, making it simple to manage and keep track of the progress of your assignments and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to envision and handle your sales process from lead generation to job conclusion.
You can classify contacts, develop custom stages, set pointers, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Collaboration and Teamwork:.
helps with collaboration by enabling you to share pipelines and communicate with employee within the platform.
You can assign jobs, share crucial e-mails, and team up in real-time, enhancing performance and guaranteeing everyone remains on the very same page.
Customizable Workflows:.
‘s versatile workflow system allows you to personalize your pipelines and automate recurring tasks.
You can create templates for typical email responses, schedule follow-ups, and set up pointers, conserving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, offers benefits in terms of coding and software advancement. Here’s how:.
Developer-Friendly Integration:.
offers a robust API and extensive developer paperwork, making it simple to integrate with other tools and build custom-made solutions.
This flexibility enables self-employed reporters with coding skills to extend the functionality of and customize it to their particular needs.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to handle software application advancement projects, from ideation to release.
You can develop custom-made stages for different development stages, assign tasks to team members, and track development effectively.
Advantages and disadvantages of
Pros:.
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and user friendly features, lessening the discovering curve.
Personalized pipelines and workflows to adjust to private requirements.
Collaborative features that enhance teamwork and communication.
Developer-friendly API for integration and personalization.
Cost-effective service for freelancers and small businesses.
Cons:.
Minimal reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for full functionality, restricting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While deals substantial advantages for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
Cost:.
uses a more affordable option, specifically for freelancers and small businesses.
HubSpot has a totally free variation, however advanced features need a higher-tier paid subscription.
Features and Complexity:.
offers a more detailed suite of functions, including sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Integration:.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is advantageous for users heavily reliant on e-mail interaction.
Conclusion:.
As an independent journalist, managing your hiring procedure and client relationships is vital to your success. offers a instinctive and affordable solution that seamlessly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it may not have the advanced features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a content, editor, or author creator, can empower you to take control of your freelance journalism profession by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.