As a seasoned freelance reporter, I comprehend the obstacles of managing jobs, tracking leads, and nurturing customer relationships. In this article, I will dive into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey people welcome back in this video I will be showing you how to use Com.Streak.Crm App for your customer relations collaboration communication and a lot more so let’s get into it first of all you need to go to streak.com and you will arrive at this website right here now is a kind of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is truly incredible and I’ll reveal you how to do that as a total beginner it will assist you tailor an ideal procedure for your group and you will have the ability to get your work done now let’s in fact enter into the procedure now is readily available as an extension and it’s entirely complimentary so once you get to the website you’ll get this option 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 ADD extension and your extension will be added fine it’s done and now it is contributing 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 certain to sign.
into the very same Gmail that you have actually 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 enable after including this is what your Gmail will appear like now you can see here in our simple you know folders we are getting recently viewed all tracked emails and upgraded reply and after that 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 resembles our new dashboard for here I’ll be able to create a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go produce a brand-new pipeline let’s actually do that you will click on brand-new pipeline here and we have various alternatives first off we have the stages so this is where you will select these phases for your pipeline and you can in fact we have actually a lead gotten in touch with pitched demo negotiating close phone closed uh you know then we have supporting fine then we have Fields so in fields we have a date of last e-mail last email from lead Source priority market deal size business size close rate email thread count days and state and notes so if you want to include another stage you will click this Plus on top and you will provide your stage a name let’s say that you really 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 give it your color so we can really select various colors for each of the stages however I think all of these are really currently created so this is in fact pretty remarkable what I will do is I will actually get rid of this one and if you feel like there is um I believe pitched and demonstration are kind of like the same thing we simply choose the pitch so what I’ll do is uh we have demo two what I’ll do is really 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 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 this plus here and we have free form a date check box drop down General e-mail e-mail tracking job 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 choose this one here this is the field that was really missing out on and I’ll actually reorganize and put the notes here fine e-mail thread count close date okay company’s size offer size and Business size fine let’s get rid of the company size and I’m gon na in fact find something else within the basic where we have actually produced by date developed followers and more so I really want to opt for the produced.
by or perhaps the fans because I wish to track my staff member that are really following this so I will you know 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 lot of options available within streak is really one of the simplest and one of the most uh you know versatile out there it’s really easy to use with templates we have tasks too within my task again if I didn’t want to go for these sales if I finished with projects then I can opt for the job stages right here and again the fields the process is going to be comparable you will pick these phases from here on this plus button here and you can also give it various various colors we also have organization Dev here you can see then we have employing so if you do working with then this is going to be your stages task search investor fundraising others realty assistance and custom So within our assistance you can see we have actually inbound appointed working on dealt with and noise this is really respectable and we also have custom where I can really start something from the scratch completely according to my service for me we merely have the sales so I’m gon na choose the sales here and click on produce private or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click develop now it will just take a 2nd for a street to produce a pipeline for me so you can see this actually looks pretty good now I will have the ability to include my Lead Series so you can actually click on this fall and we have handle stage or rename so as I proceed as I include 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 add a box in the lead section here and let’s simply call it brand-new and click on get in so now you can see we have actually one lead developed let’s state that there is actually closed one so I’m going to include one here let’s just for now let’s call it new I’m going to add another lead let’s call it brand-new 2 we can actually open this up in a new tab from here too but I’m just for now I’m simply gon na work by doing this now you can see we have 2 leads then let’s state there was a gotten in touch with too there’s one working out so I’ll just simply click brand-new now when you create a lead we can in fact click on this link and it will now open the different fields that we included so this is a brand-new Elite that I developed and we have all of these different columns we have the fields that we produced remember and then we have welcome teammates so from here I can welcome the employee we have add columns we have e-mails files and comments you can change to the e-mails and it will show you the emails 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.
accessories so this is how you develop a lead within your as soon as you’re done with this you can actually click on get in and it will be closed now it will show 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 gotten in touch with 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 also uh another thing with srix on top you will have the ability to see we have personal choice we have these three dots where we can find these stages Combinations and automation this is among the important ones click here and you’ll be able to in fact incorporate um other apps within yourr transfer data for alerts for automations custom-made constructs and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they extremely quickly and develop 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 switch to our simple Gmail very easily from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have developed we will even have our combine 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 e-mails and various storage emails here and we have active instructs so utilizing is truly simple you can get started free of charge by just adding the integration and now you know how to utilize as a complete beginner do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me offer some context about my career and how it relates to. As a self-employed reporter, I’ve worked with many clients, handled several tasks at the same time, and maintained a comprehensive network of contacts. Juggling these duties can be overwhelming, and I acknowledged the need for a centralized system to streamline my operations.
In my mission for a solution, I explored various platforms however discovered them to be either too complex or too costly for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly integrates with Gmail, making it perfect for freelance journalists who heavily depend on e-mail interaction. Here are some essential benefits of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Organization:.
enables you to track and arrange your e-mails effortlessly, giving you a clear overview of your communications with clients, leads, and collaborators.
You can develop adjustable pipelines straight within your inbox, making it simple to handle and keep track of the progress of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to visualize and handle your sales process from lead generation to task conclusion.
You can categorize contacts, produce custom phases, set pointers, and track interactions, guaranteeing that no chance slips through the fractures.
Seamless Cooperation and Team Effort:.
assists in cooperation by allowing you to share pipelines and interact with staff member within the platform.
You can assign jobs, share crucial emails, and work together in real-time, boosting performance and guaranteeing everybody stays on the very same page.
‘s versatile workflow system allows you to customize your pipelines and automate repeated tasks.
You can produce design templates for typical email reactions, schedule follow-ups, and established pointers, conserving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, uses advantages in terms of coding and software application advancement. Here’s how:.
provides a robust API and comprehensive developer documents, making it easy to integrate with other tools and build custom services.
This flexibility enables independent journalists with coding abilities to extend the performance of and customize it to their particular needs.
Project Management for Software Application Development:.
‘s pipeline function can be adapted to manage software application advancement jobs, from ideation to implementation.
You can develop customized phases for various development stages, assign tasks to team members, and track progress efficiently.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
User-friendly interface and easy-to-use features, reducing the learning curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collaborative features that boost team effort and interaction.
Developer-friendly API for combination and modification.
Cost-efficient option for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation features.
Dependence on Gmail for complete functionality, restricting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While offers significant advantages for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
offers a more inexpensive option, especially for freelancers and small businesses.
HubSpot has a totally free version, but advanced features require a higher-tier paid subscription.
Functions and Complexity:.
provides a more comprehensive suite of functions, consisting of sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, providing a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s smooth combination with Gmail is beneficial for users heavily reliant on email communication.
As a self-employed reporter, handling your hiring process and customer relationships is vital to your success. deals a budget-friendly and user-friendly option that perfectly integrates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a content, writer, or editor creator, can empower you to take control of your freelance journalism profession by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.