As an experienced freelance reporter, I comprehend the obstacles of handling projects, tracking leads, and supporting client relationships. In this post, I will delve into the benefits of using 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 invite back in this video I will be showing you how to use Crm Streak App for your customer relations cooperation interaction and much more so let’s enter into it first of all 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 contribute 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 remarkable and I’ll reveal you how to do that as a total beginner it will assist you tailor a perfect process for your group and you will have the ability to get your work done now let’s really get into the process now is available as an extension and it’s completely free so as soon as you get to the site 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 on contribute to Chrome click on ADD extension and your extension will be included alright 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 check in ensure to sign.
into the very same Gmail that you have actually added the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click on permit after adding this is what your Gmail will appear like now you can see here in our simple you know folders we are getting just recently seen all tracked emails and upgraded reply and after that we have this brand-new option 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 is like our new control panel for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go develop a new pipeline let’s in fact do that you will click new pipeline here and we have different alternatives to start with we have the stages so this is where you will choose these phases for your pipeline and you can actually we have actually a lead contacted pitched demo working out close phone closed uh you understand then we have nurturing alright then we have Fields so in fields we have a date of last email last email from lead Source top priority market offer size company size close rate email thread count days and state and notes so if you want to add another stage you will click on this Plus at the top and you will provide your stage a name let’s say that you in fact wished to develop another um you understand phase here for instance let’s say I didn’t have no strings so I can produce right here.
and you can provide it your color so we can actually select different colors for each of the stages but I think all of these are in fact already created so this is in fact pretty impressive what I will do is I will in fact get rid of this one and if you seem like there is um I think pitched and demo are sort of like the very 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 get rid of the demonstration here and then we have working out 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 various fields that you want so you will click on this plus here and we have complimentary type a date check box drop down General e-mail e-mail tracking task calls and conferences 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 actually missing out on and I’ll in fact rearrange and put the notes here fine email thread count close date all right company’s size offer size and Company size fine let’s get rid of the company size and I’m gon na in fact discover something else within the basic where we have actually developed by date produced followers and more so I actually want to choose the developed.
by or maybe the fans since I wish to keep an eye on my employee that are actually following this so I will you understand put it right here now these are the a few of the fields that I desired for my pipeline now you can see there are a great deal of alternatives available within streak is actually among the simplest and among the most uh you know versatile out there it’s extremely easy to use with templates we have tasks too within my task again if I didn’t want to choose these sales if I did with projects then I can opt for the job phases 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 also give it different various colors we also have service Dev here you can see then we have employing so if you do employing then this is going to be your stages job search investor fundraising others property support and customized So within our support you can see we have incoming assigned working on solved and sound this is actually respectable and we also have customized where I can actually start something from the scratch completely according to my organization for me we simply have the sales so I’m gon na go with the sales here and click create private 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 on create now it will just take a 2nd for a street to produce a pipeline for me so you can see this in fact looks respectable now I will have the ability to include my Lead Series so you can actually click this drop down and we have handle phase or rename so as I proceed as I add different 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 just call it brand-new and click go into so now you can see we have actually one lead produced let’s say that there is in fact closed one so I’m going to include one here let’s just for now let’s call it brand-new I’m going to add another lead let’s call it 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 by doing this now you can see we have 2 leads then let’s state there was a called also there’s one working out so I’ll just simply click on brand-new now as soon as you produce 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 new Elite that I produced and we have all of these different columns we have the fields that we created keep in mind and after that we have welcome colleagues so from here I can welcome the staff member we have include columns we have e-mails files and remarks you can change to the emails 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 again we have the call log we have our meeting notes and we even have our.
attachments so this is how you create a lead within your once you’re made with this you can in fact click on enter 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 2 leads one called 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 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 crucial ones click here and you’ll be able to in fact integrate um other apps within yourr transfer information for alerts for automations custom builds and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they really easily and develop 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 switch to our easy Gmail extremely quickly from here and it will also show me the emails that I will be receiving for my pipelines that I have developed we will even have our combine emails now with our so this is the merge email and with merge e-mail what occurs is I can in fact create a follow-up e-mails and various storage emails here and we have active instructs so utilizing is truly easy you can get going free of charge by simply including the integration and now you know how to utilize as a total beginner do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me supply some context about my profession and how it connects to. As an independent reporter, I have actually dealt with numerous customers, managed numerous projects all at once, and kept a comprehensive network of contacts. Juggling these obligations can be frustrating, and I recognized the requirement for a central system to streamline my operations.
In my mission for an option, I checked out various platforms but discovered 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.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly incorporates with Gmail, making it ideal for self-employed journalists who greatly count on e-mail interaction. Here are some crucial advantages of using for your freelance journalism working with process:.
Intuitive Email Tracking and Company:.
allows you to track and arrange your emails easily, offering you a clear overview of your interactions with clients, leads, and partners.
You can create personalized pipelines directly within your inbox, making it simple to handle and keep an eye on the progress of your tasks and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to envision and manage your sales procedure from lead generation to task completion.
You can classify contacts, produce custom phases, set tips, and track interactions, guaranteeing that no opportunity slips through the cracks.
Seamless Collaboration and Team Effort:.
facilitates partnership by enabling you to share pipelines and interact with employee within the platform.
You can designate tasks, share important e-mails, and collaborate in real-time, enhancing performance and ensuring everybody remains on the same page.
‘s versatile workflow system enables you to customize your pipelines and automate repeated jobs.
You can develop templates for common email reactions, schedule follow-ups, and set up pointers, saving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, offers advantages in terms of coding and software application development. Here’s how:.
supplies a robust API and substantial designer paperwork, making it simple to integrate with other tools and build custom solutions.
This flexibility allows freelance journalists with coding skills to extend the functionality of and tailor it to their specific needs.
Job Management for Software Development:.
‘s pipeline function can be adjusted to handle software advancement jobs, from ideation to release.
You can produce customized stages for various development phases, appoint jobs to staff member, and track progress effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly user interface and easy-to-use functions, decreasing the finding out curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collaborative features that boost teamwork and interaction.
Developer-friendly API for combination and modification.
Cost-effective solution for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation functions.
Reliance on Gmail for complete functionality, restricting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more inexpensive solution, especially for freelancers and small businesses.
HubSpot has a complimentary version, however advanced functions need a higher-tier paid membership.
Functions and Complexity:.
supplies a more thorough suite of functions, including innovative marketing automation and analytics.
concentrates on simplicity and ease of use, offering a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s seamless combination with Gmail is beneficial for users greatly reliant on email interaction.
As a freelance reporter, handling your hiring procedure and client relationships is paramount to your success. deals a economical and instinctive solution that seamlessly incorporates with Gmail, allowing you to streamline your operations and focus on your craft. While it might not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a content, editor, or author developer, can empower you to take control of your freelance journalism profession by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.