As a seasoned freelance reporter, I understand the obstacles of handling tasks, tracking leads, and nurturing customer relationships. In this post, I will dive into the benefits of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for newbies hey people invite back in this video I will be showing you how to use Crm Compatible With Streak for your client relations cooperation communication and a lot more so let’s get into it firstly you need to go to streak.com and you will arrive on this site right here now is a sort of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is actually incredible and I’ll reveal you how to do that as a total novice it will assist you personalize 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 offered as an extension and it’s entirely free so when you get to the website you’ll get this choice 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 ADD extension and your extension will be added 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 just sign in make sure to sign.
into the exact 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 just scroll down and click enable after adding this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting just recently seen all tracked emails and upgraded reply and after that we have this 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 combines so you can see this resembles our brand-new control panel for here I’ll be able to develop 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 brand-new pipeline let’s really do that you will click on brand-new pipeline here and we have different alternatives first of all we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have 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 e-mail last e-mail from lead Source top priority industry deal size company size close rate e-mail thread count days and state and keeps in mind so if you want to add another stage you will click this Plus on top and you will give your stage a name let’s state 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 create right here.
and you can offer it your color so we can in fact select different colors for each of the stages but I think all of these are really currently developed so this is in fact quite impressive what I will do is I will actually eliminate this one and if you feel like there is um I think pitched and demonstration are type of like the exact same thing we just opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s get rid of the demonstration 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 complimentary form a date check box fall General email e-mail tracking task calls and meetings so I do not 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 and I’ll really reorganize and put the notes here fine email thread count close date fine company’s size deal size and Company size all right let’s eliminate the company size and I’m gon na in fact discover something else within the general where we have actually developed by date produced fans and more so I actually wish to opt for the developed.
by or maybe the fans since I want to keep track of 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 wanted for my pipeline now you can see there are a great deal of alternatives offered within streak is actually one of the simplest and among the most uh you understand flexible out there it’s really easy to use with design templates we have tasks too within my project once 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 again the fields the process is going to be comparable you will pick these stages from here on this plus button here and you can likewise provide it various different colors we also have organization Dev here you can see then we have hiring so if you do employing then this is going to be your phases job search financier fundraising others real estate support and customized So within our assistance you can see we have actually inbound appointed dealing with solved and noise this is really pretty good and we likewise have custom-made where I can really start something from the scratch totally according to my service for me we merely have the sales so I’m gon na opt for the sales here and click on develop personal or.
shared so I will be sharing this with a staff member so I’m going to opt for the shared one here and click produce now it will simply take a 2nd 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 include my Lead Series so you can really click on this fall and we have handle phase or rename so as I proceed as I add various leads here what I I will do is I’ll just merely click and I’ll have the ability to include it click the top here include a box so click on ADD box here and I’m going to include a box in the lead area here and let’s simply call it brand-new and click on go into so now you can see we have one lead developed let’s state 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 actually open this up in a brand-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 contacted also there’s one working out so I’ll just simply click on brand-new now once you create a lead we can in fact click here and it will now open the various fields that we included so this is a new Elite that I created and we have all of these various columns we have the fields that we developed keep in mind and after that we have welcome teammates so from here I can welcome the employee we have include columns we have emails files and remarks you can switch to the emails and it will reveal you the emails 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 create a lead within your when you’re finished with this you can in fact click on go into and it will be closed now it will show you something like this we have all of our data collected 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 choose different leads from here the stages and we can carry out bulk actions such as deleting and sharing as well uh another thing with srix at the top you will be able to see we have personal choice we have these three dots where we can find these stages Combinations and automation this is one of the essential ones click on this link and you’ll be able to really incorporate um other apps within yourr transfer data for notices for automations custom develops and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export information they very easily and create our CSV files similarly now I can change to my various folders that we have here and I can create a brand-new pipeline we can change to our basic Gmail really easily from here and it will also reveal me the emails that I will be receiving for my pipelines that I have developed we will even have our merge emails now with our so this is the combine e-mail and with combine e-mail what occurs is I can in fact create a follow-up e-mails and different storage emails here and we have active instructs so using is really simple you can start free of charge by just adding the integration and now you understand how to use as a total newbie don’t.
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 a freelance journalist, I’ve worked with many customers, handled multiple tasks at the same time, and preserved a comprehensive network of contacts. Balancing these responsibilities can be overwhelming, and I recognized the need for a central system to simplify my operations.
In my quest for an option, I checked out different platforms however found them to be either too expensive or too complex 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 consumer relationship management tool that perfectly incorporates with Gmail, making it ideal for independent reporters who heavily count on e-mail interaction. Here are some essential benefits of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Organization:.
permits you to track and organize your e-mails easily, providing you a clear introduction of your communications with clients, leads, and collaborators.
You can develop personalized pipelines directly within your inbox, making it simple to manage and keep an eye on the progress of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to envision and handle your sales procedure from lead generation to job conclusion.
You can classify contacts, create customized phases, set tips, and track interactions, ensuring that no chance slips through the cracks.
Seamless Partnership and Teamwork:.
helps with cooperation by allowing you to share pipelines and interact with employee within the platform.
You can designate jobs, share crucial emails, and team up in real-time, enhancing productivity and guaranteeing everyone remains on the same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repeated jobs.
You can develop templates for typical email reactions, schedule follow-ups, and set up pointers, conserving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, provides benefits in regards to coding and software development. Here’s how:.
offers a robust API and extensive developer paperwork, making it easy to integrate with other tools and develop custom-made options.
This versatility enables independent journalists with coding abilities to extend the performance of and tailor it to their particular requirements.
Project Management for Software Application Development:.
‘s pipeline function can be adjusted to manage software development projects, from ideation to deployment.
You can develop custom stages for various development stages, appoint tasks to staff member, and track development efficiently.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
Intuitive interface and user friendly functions, decreasing the learning curve.
Personalized pipelines and workflows to adjust to private requirements.
Collective functions that improve teamwork and communication.
Developer-friendly API for integration and personalization.
Cost-effective option for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for full performance, restricting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While deals considerable advantages for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more budget-friendly option, especially for freelancers and small companies.
HubSpot has a complimentary version, but advanced features need a higher-tier paid membership.
Features and Intricacy:.
supplies a more comprehensive suite of functions, including 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 integration with Gmail is advantageous for users heavily reliant on email interaction.
As a freelance reporter, handling your hiring procedure and customer relationships is critical to your success. deals a affordable and instinctive service that perfectly incorporates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it may not have the advanced functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a writer, editor, or material developer, can empower you to take control of your freelance journalism profession by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.