As a seasoned freelance reporter, I comprehend the difficulties of managing jobs, tracking leads, and supporting customer relationships. In this article, I will dig into the advantages of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey guys invite back in this video I will be revealing you how to use Streak Crm Multiple Phone Numbers for your customer relations collaboration interaction and far more so let’s enter it first of all you require to go to streak.com and you will land on this site right here now is a kind of CRM that we can add 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 remarkable and I’ll show you how to do that as a total novice 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 really enter into the procedure now is offered as an extension and it’s completely totally free so when you get to the website you’ll get this choice here which is contribute 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 contribute to Chrome click ADD extension and your extension will be included fine 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 just sign in make sure to sign.
into the same Gmail that you have actually included the uh you understand streak to now it will ask you for your access and we’re gon na merely scroll down and click on allow after adding this is what your Gmail will look like now you can see here in our easy you understand folders we are getting just recently seen all tracked e-mails and updated 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 resembles our new dashboard for here I’ll have the ability to develop a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go produce a brand-new pipeline let’s in fact do that you will click on brand-new pipeline here and we have different options first of all we have the stages so this is where you will choose these stages for your pipeline and you can really we have a lead called pitched demonstration working out close phone closed uh you understand then we have nurturing all right then we have Fields so in fields we have a date of last email last email from lead Source top priority market offer size business size close rate e-mail thread count days and state and notes so if you wish to add another stage you will click this Plus on top and you will offer your stage a name let’s say that you actually wanted to produce 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 pick various colors for each of the stages however I believe all of these are really already created so this is in fact pretty excellent 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 sort of like the same thing we simply choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s get rid of the demo here and then we have negotiating 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 various fields that you want so you will click this plus here and we have free kind a date check box fall General email email tracking task 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 in fact missing out on and I’ll in fact rearrange and put the notes here okay email thread count close date fine business’s size offer size and Business size fine let’s eliminate the business size and I’m gon na really find something else within the general where we have actually created by date developed followers and more so I really want to opt for the created.
by or perhaps the followers since I wish to monitor my employee that are in fact 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 lot of choices readily available within streak is actually one of the easiest and among the most uh you know flexible out there it’s really easy to use with templates we have tasks too within my job once again if I didn’t wish to choose these sales if I made with projects then I can go with the job stages right here and once again the fields the process is going to be comparable you will choose these stages from here on this plus button here and you can likewise offer it various different colors we also have service Dev here you can see then we have working with so if you do hiring then this is going to be your stages job search financier fundraising others realty assistance and customized So within our assistance you can see we have incoming appointed dealing with resolved and noise this is actually pretty good and we also have customized where I can in fact start something from the scratch completely according to my service for me we simply 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 go with the shared one here and click on produce now it will just take a second for a street to create a pipeline for me so you can see this really looks pretty good now I will be able to add my Lead Series so you can in fact click this drop down and we have handle stage or relabel 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 include it click on the top here include 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 brand-new and click get in so now you can see we have one lead created let’s say that there is really 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 in fact open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work in this manner now you can see we have 2 leads then let’s state there was a gotten in touch with also there’s one negotiating so I’ll just simply click on new now once you produce a lead we can really click here 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 created remember and after that we have welcome colleagues so from here I can welcome the employee we have include columns we have e-mails files and remarks you can switch to the emails and it will reveal you the emails that you got in files we can even upload files and after that we have the comments 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 produce a lead within your once you’re made with this you can actually click on enter and it will be closed now it will reveal you something like this we have all of our data collected 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 choose different leads from here the stages and we can perform bulk actions such as deleting and sharing also uh another thing with srix on top you will be able to see we have private option we have these three dots where we can discover these phases Combinations and automation this is one of the important ones click here and you’ll be able to really incorporate um other apps within yourr transfer data for alerts for automations custom builds and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they extremely easily and create our CSV files similarly now I can change to my various folders that we have here and I can develop a new pipeline we can change to our basic Gmail really easily from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have developed we will even have our combine emails now with our so this is the combine e-mail and with combine email what takes place is I can really produce a follow-up emails and different storage e-mails here and we have active instructs so using is truly simple you can start for free by just including the combination and now you understand how to utilize as a complete novice don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me supply some context about my profession and how it associates with. As a freelance journalist, I have actually worked with many customers, managed several jobs all at once, and kept a substantial network of contacts. Juggling these responsibilities can be frustrating, and I acknowledged the requirement for a central system to improve my operations.
In my quest for an option, I explored numerous platforms however discovered them to be either too expensive or too complicated for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly integrates with Gmail, making it ideal for self-employed journalists who greatly depend on e-mail communication. Here are some essential benefits of using for your freelance journalism working with process:.
Instinctive Email Tracking and Organization:.
permits you to track and arrange your e-mails easily, offering you a clear summary of your communications with customers, leads, and partners.
You can create customizable pipelines directly within your inbox, making it simple to manage and keep track of the progress of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to picture and handle your sales process from lead generation to job completion.
You can categorize contacts, produce custom-made phases, set reminders, and track interactions, making sure that no chance slips through the cracks.
Smooth Cooperation and Team Effort:.
facilitates collaboration by enabling you to share pipelines and interact with employee within the platform.
You can assign jobs, share essential emails, and team up in real-time, boosting productivity and guaranteeing everyone stays on the very same page.
‘s versatile workflow system enables you to customize your pipelines and automate recurring jobs.
You can create design templates for common e-mail reactions, schedule follow-ups, and set up tips, conserving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, offers advantages in terms of coding and software application development. Here’s how:.
provides a robust API and substantial designer documents, making it easy to integrate with other tools and build custom solutions.
This versatility permits independent journalists with coding abilities to extend the functionality of and tailor it to their specific needs.
Job Management for Software Development:.
‘s pipeline feature can be adapted to handle software application advancement jobs, from ideation to implementation.
You can develop custom stages for different development phases, assign jobs to employee, and track progress efficiently.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive interface and user friendly functions, decreasing the discovering curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collective features that improve teamwork and interaction.
Developer-friendly API for integration and personalization.
Cost-efficient service for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation functions.
Dependence on Gmail for full performance, limiting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While deals significant benefits for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more economical service, especially for freelancers and small businesses.
HubSpot has a complimentary version, however advanced features need a higher-tier paid subscription.
Functions and Complexity:.
offers a more comprehensive suite of functions, including sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Both and incorporate with different third-party tools.
‘s seamless combination with Gmail is advantageous for users heavily reliant on e-mail communication.
As a freelance journalist, handling your hiring process and client relationships is critical to your success. offers a instinctive and inexpensive solution that seamlessly integrates with Gmail, enabling you to streamline your operations and focus on your craft. While it might not have the advanced functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re an editor, content, or author developer, can empower you to take control of your freelance journalism profession by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.