As an experienced freelance reporter, I comprehend the challenges of handling tasks, tracking leads, and supporting client relationships. In this short article, I will dig into the advantages of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for newbies hey guys invite back in this video I will be showing you how to utilize Download Report In Streak Crm for your consumer relations collaboration interaction and much more so let’s enter it first of all you need to go to streak.com and you will arrive on this website right here now is a sort of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is actually fantastic and I’ll reveal you how to do that as a total novice it will assist you customize a perfect process for your group and you will have the ability to get your work done now let’s in fact get into the procedure now is offered as an extension and it’s entirely free so once you get to the site 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 add to Chrome click on ADD extension and your extension will be included okay it’s done and now it is adding 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 simply check in make sure to sign.
into the same Gmail that you have included the uh you know streak to now it will ask you for your access and we’re gon na simply scroll down and click allow after adding this is what your Gmail will look like now you can see here in our basic you know folders we are getting recently viewed all tracked e-mails and upgraded reply and then we have this brand-new choice 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 once again we have our Sports and hiring so this is where we’ll go develop a brand-new pipeline let’s in fact do that you will click on new pipeline here and we have different alternatives to start with we have the stages so this is where you will pick these phases for your pipeline and you can actually we have a lead called pitched demonstration 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 email last email from lead Source concern market deal size business size close rate email thread count days and state and keeps in mind so if you want to include another stage you will click on this Plus at the top and you will offer your stage a name let’s say that you in fact wished to develop another um you understand stage here for instance let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can really select different colors for each of the stages but I think all of these are really already developed so this is really pretty impressive what I will do is I will actually get rid of this one and if you seem like there is um I believe pitched and demonstration are kind of like the same thing we simply opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is in fact let’s eliminate the demonstration here and after that we have negotiating 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 various fields that you want so you will click this plus here and we have complimentary type a date check box fall General email e-mail tracking task calls and conferences so I don’t 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 go with this one here this is the field that was really missing out on and I’ll actually reorganize and put the notes here okay email thread count close date fine business’s size offer size and Business size fine let’s get rid of the company size and I’m gon na really discover something else within the basic where we have actually developed by date developed fans and more so I in fact wish to go for the created.
by or perhaps the fans because I want to keep track of my team members that are actually following this so I will you know 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 great deal of choices available within streak is in fact among the simplest and among the most uh you understand versatile out there it’s very easy to use with design templates we have tasks too within my project again if I didn’t want to choose these sales if I finished with projects then I can go with the task phases right here and once again the fields the process is going to be similar you will choose these phases from here on this plus button here and you can likewise offer it different different 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 realty support and customized So within our assistance you can see we have inbound appointed dealing with dealt with and sound this is in fact respectable and we likewise have customized where I can in fact start something from the scratch totally according to my company for me we merely have the sales so I’m gon na opt for the sales here and click develop personal or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click on produce now it will simply take a 2nd for a street to develop 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 in fact click on this drop down and we have manage phase or rename so as I proceed as I include different leads here what I I will do is I’ll just simply 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 add a box in the lead section 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 new I’m going to add another lead let’s call it brand-new two we can in fact open this up in a brand-new tab from here too but I’m just for now I’m just gon na work in this manner now you can see we have two leads then let’s say there was a called too there’s one negotiating so I’ll just merely click new now once you develop a lead we can really click on this link and it will now open up the different fields that we included so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we developed remember and then we have invite colleagues so from here I can welcome the staff member we have add 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 publish files and after that 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 develop a lead within your once you’re done with this you can in fact click get in and it will be closed now it will show you something like this we have all of our information collected 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 pick different leads from here the stages and we can carry out bulk actions such as deleting and sharing too uh another thing with srix on top you will have the ability to see we have private alternative we have these 3 dots where we can discover these stages Integrations and automation this is among the crucial ones click on this link and you’ll be able to actually incorporate um other apps within yourr transfer data for alerts for automations custom develops and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they really easily and develop our CSV files likewise now I can change to my different folders that we have here and I can develop a new pipeline we can change to our basic Gmail really quickly from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have produced we will even have our merge emails now with our so this is the merge e-mail and with merge email what occurs is I can really develop a follow-up e-mails and different storage emails here and we have active instructs so utilizing is really easy you can get going free of charge by simply adding the combination and now you understand how to use as a total beginner don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me supply some context about my profession and how it associates with. As an independent reporter, I’ve worked with various customers, managed several jobs simultaneously, and preserved an extensive network of contacts. Juggling these responsibilities can be frustrating, and I recognized the need for a central system to streamline my operations.
In my mission for an option, I checked out various platforms but found them to be either too pricey or too complicated for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly integrates with Gmail, making it perfect for freelance reporters who heavily depend on email interaction. Here are some essential benefits of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Organization:.
permits you to track and arrange your emails effortlessly, offering you a clear introduction of your communications with clients, leads, and collaborators.
You can create adjustable pipelines straight within your inbox, making it simple to manage and keep track of the development of your assignments and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to envision and handle your sales procedure from list building to project completion.
You can categorize contacts, create custom-made stages, set suggestions, and track interactions, making sure that no opportunity slips through the fractures.
Smooth Collaboration and Team Effort:.
assists in cooperation by permitting you to share pipelines and interact with employee within the platform.
You can designate jobs, share essential e-mails, and work together in real-time, improving efficiency and ensuring everyone remains on the same page.
‘s versatile workflow system allows you to personalize your pipelines and automate recurring tasks.
You can produce templates for typical e-mail responses, schedule follow-ups, and established pointers, saving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, provides benefits in regards to coding and software development. Here’s how:.
supplies a robust API and extensive designer paperwork, making it simple to incorporate with other tools and construct custom-made solutions.
This flexibility allows self-employed journalists with coding skills to extend the functionality of and tailor it to their particular requirements.
Task Management for Software Advancement:.
‘s pipeline function can be adjusted to handle software application advancement tasks, from ideation to deployment.
You can create customized stages for different development stages, designate tasks to team members, and track development efficiently.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly user interface and easy-to-use functions, minimizing the finding out curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collective features that improve team effort and communication.
Developer-friendly API for combination and modification.
Cost-effective solution for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for complete performance, restricting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more economical solution, particularly for freelancers and small businesses.
HubSpot has a totally free version, however advanced features require a higher-tier paid subscription.
Features and Complexity:.
supplies a more detailed suite of features, consisting of sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, offering a structured experience.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is advantageous for users heavily reliant on email interaction.
As a self-employed reporter, handling your hiring procedure and customer relationships is critical to your success. deals a user-friendly and economical option that flawlessly integrates with Gmail, enabling you to improve your operations and focus on your craft. While it may not have the sophisticated features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a author, editor, or material creator, can empower you to take control of your freelance journalism profession by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.