As a skilled freelance reporter, I comprehend the obstacles of managing tasks, tracking leads, and nurturing customer relationships. In this post, I will delve into the benefits of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey people welcome back in this video I will be showing you how to utilize Hvordan Komme I Gang Med Streak Crm for your customer relations partnership interaction and far more so let’s enter it firstly you need to go to streak.com and you will arrive on 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 Center and we can actually turn our Gmail into a platform which is actually incredible and I’ll reveal you how to do that as a complete novice it will help you tailor an ideal process for your team and you will have the ability to get your work done now let’s really enter into the procedure now is offered as an extension and it’s totally totally free so when you get to the site you’ll get this alternative here which is contribute 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 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 sign in make sure to sign.
into the exact 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 on enable after including this is what your Gmail will look like now you can see here in our easy you know folders we are getting recently seen all tracked e-mails 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 combines so you can see this is like our new dashboard for here I’ll be able to create a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go produce a brand-new pipeline let’s actually do that you will click on new pipeline here and we have different choices 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 a lead gotten in touch with pitched demonstration working out close phone closed uh you understand 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 top priority market deal size company size close rate e-mail thread count days and state and notes so if you wish to add another phase you will click this Plus on top and you will provide your phase a name let’s state that you really wanted to develop another um you understand phase 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 in fact select various colors for each of the stages but I believe all of these are actually currently created so this is really quite excellent 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 demonstration are sort of like the exact same thing we simply choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s get rid of the demonstration here and after that we have working out with negotiating I can opt for 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 different fields that you desire so you will click on this plus here and we have totally free kind a date check box drop down General e-mail e-mail tracking job calls and meetings so I don’t 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 and I’ll actually reorganize and put the notes here all right e-mail thread count close date all right business’s size deal size and Company size all right let’s eliminate the business size and I’m gon na really discover something else within the general where we have created by date created followers and more so I really wish to go for the developed.
by or maybe the fans due to the fact that I wish to track my staff member that are actually following this so I will you know 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 lot of alternatives offered within streak is actually among the most convenient and one of the most uh you understand flexible out there it’s really easy to use with design templates we have jobs too within my job once again if I didn’t wish to opt for these sales if I made with tasks then I can go with the task stages right here and once again the fields the procedure is going to be similar you will select these phases from here on this plus button here and you can also offer it different different colors we also have service Dev here you can see then we have hiring so if you do hiring then this is going to be your stages job search investor fundraising others realty assistance and custom So within our assistance you can see we have incoming designated dealing with dealt with and noise this is in fact respectable and we also have customized where I can really start something from the scratch absolutely according to my organization for me we merely have the sales so I’m gon na opt for the sales here and click on create personal or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click on develop now it will simply take a second for a street to develop a pipeline for me so you can see this in fact looks pretty good now I will have the ability to add my Lead Series so you can in fact click this fall and we have manage stage or rename so as I continue 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 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 new and click on get in so now you can see we have actually one lead produced let’s say that there is really 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 include another lead let’s call it 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 too there’s one negotiating so I’ll just simply click new now when you develop 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 new Elite that I developed and we have all of these various columns we have the fields that we developed remember and then we have welcome colleagues so from here I can invite the staff member we have include columns we have e-mails files and remarks you can switch to the emails and it will show you the emails that you got in files we can even upload files and then we have the remarks at the top here once again we have the call log we have our meeting notes and we even have our.
attachments so this is how you develop a lead within your as soon as you’re done with this you can actually click go into 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 contacted and something like this and this is where you will be getting your list we can select different leads from here the stages and we can perform bulk actions such as deleting and sharing also uh another thing with srix at the top you will be able 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 here and you’ll be able to in fact integrate um other apps within yourr transfer data for alerts for automations custom-made constructs and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they really easily and produce our CSV files similarly now I can switch to my different folders that we have here and I can develop a new pipeline we can switch to our easy Gmail very easily from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have actually produced we will even have our merge emails now with our so this is the merge email and with combine email what takes place is I can actually create a follow-up emails and different storage emails here and we have active advises so utilizing is really easy you can begin free of charge by simply adding the combination and now you know how to use as a total newbie don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me provide some context about my profession and how it relates to. As an independent reporter, I have actually dealt with many customers, managed several jobs concurrently, and kept an extensive network of contacts. Juggling these responsibilities can be frustrating, and I acknowledged the need for a central system to improve my operations.
In my mission for a service, I explored various platforms however discovered them to be either too complex 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 client relationship management tool that flawlessly integrates with Gmail, making it perfect for freelance journalists who greatly depend on e-mail interaction. Here are some essential benefits of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Organization:.
enables you to track and organize your e-mails effortlessly, giving you a clear introduction of your interactions with clients, leads, and collaborators.
You can produce adjustable pipelines straight within your inbox, making it simple to keep track of the development and manage of your assignments and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and manage your sales procedure from lead generation to project completion.
You can classify contacts, produce custom-made phases, set pointers, and track interactions, ensuring that no opportunity slips through the cracks.
Smooth Collaboration and Teamwork:.
facilitates partnership by allowing you to share pipelines and interact with staff member within the platform.
You can appoint jobs, share essential e-mails, and team up in real-time, boosting efficiency and guaranteeing everyone stays on the same page.
‘s versatile workflow system allows you to personalize your pipelines and automate repetitive tasks.
You can develop design templates for common email responses, schedule follow-ups, and set up reminders, saving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, uses advantages in regards to coding and software advancement. Here’s how:.
provides a robust API and substantial designer documentation, making it simple to incorporate with other tools and build custom-made services.
This flexibility enables freelance reporters with coding skills to extend the performance of and tailor it to their particular needs.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to manage software advancement tasks, from ideation to deployment.
You can develop custom phases for different development stages, designate tasks to team members, and track progress effectively.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
User-friendly interface and easy-to-use features, minimizing the discovering curve.
Customizable pipelines and workflows to adapt to private requirements.
Collective functions that improve teamwork and interaction.
Developer-friendly API for integration and personalization.
Economical solution for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for full functionality, restricting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more affordable service, specifically for freelancers and small businesses.
HubSpot has a free version, but advanced features require a higher-tier paid membership.
Features and Intricacy:.
offers a more comprehensive suite of functions, including sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, using a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s seamless integration with Gmail is useful for users greatly reliant on email interaction.
As a freelance journalist, managing your hiring procedure and customer relationships is paramount to your success. offers a intuitive and budget-friendly service that flawlessly incorporates with Gmail, enabling you to simplify your operations and focus on your craft. While it may not have the sophisticated features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a material, editor, or writer creator, can empower you to take control of your freelance journalism career by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.