As an experienced freelance reporter, I comprehend the challenges of managing projects, tracking leads, and supporting customer relationships. In this article, I will delve into the benefits of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey men welcome back in this video I will be showing you how to use Streak Crm Tutorial 2019 for your customer relations collaboration interaction and a lot more so let’s enter it firstly you need 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 simple Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is really remarkable and I’ll reveal you how to do that as a complete novice it will help you personalize a best procedure for your team and you will be able to get your work done now let’s actually enter into the process now is readily available as an extension and it’s totally totally free so as soon as you get to the website you’ll get this alternative 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 contribute to Chrome click ADD extension and your extension will be included okay 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 sign in make sure to sign.
into the very 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 merely scroll down and click on permit after including this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting just recently viewed all tracked e-mails and updated reply and then 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 merges so you can see this resembles our brand-new dashboard for here I’ll be able to produce 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 new pipeline let’s in fact do that you will click on brand-new pipeline here and we have various alternatives firstly we have the stages so this is where you will select 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 e-mail from lead Source top priority market offer size business size close rate email 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 provide your stage a name let’s say that you actually wanted to create another um you know stage here for example let’s state I didn’t have no strings so I can create right here.
and you can give it your color so we can really pick various colors for each of the stages however I think all of these are really already developed so this is really quite excellent 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 demo are kind of like the exact same thing we just go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s eliminate the demo here and after that we have working out with negotiating I can go with 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 desire so you will click this plus here and we have free kind a date check box drop down General email email tracking task calls and meetings so I do not 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 actually missing out on and I’ll really rearrange and put the notes here all right e-mail thread count close date all right company’s size deal size and Business size okay let’s get rid of the business 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 really wish to choose the developed.
by or possibly the fans because I want to keep an eye on my staff member that are in fact following this so I will you know 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 options readily available within streak is in fact among the simplest and one of the most uh you know versatile out there it’s extremely easy to use with design templates we have jobs too within my task once again if I didn’t wish to choose these sales if I made with jobs then I can opt for the job phases right here and once again the fields the process is going to be comparable you will select these phases from here on this plus button here and you can also give it different various 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 phases job search investor fundraising others property support and customized So within our assistance you can see we have inbound assigned working on fixed and sound this is really respectable and we also have custom where I can in fact start something from the scratch absolutely according to my company for me we just have the sales so I’m gon na opt for the sales here and click on produce private 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 develop now it will simply take a second for a street to develop a pipeline for me so you can see this really looks respectable now I will have the ability to include my Lead Series so you can really click this drop down and we have handle phase 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 the top here include a box so click ADD box here and I’m going to include a box in the lead section here and let’s simply call it brand-new and click on get in so now you can see we have one lead created let’s state that there is actually 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 new tab from here too however I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s state there was a gotten in touch with also there’s one negotiating so I’ll just simply click brand-new now once you create a lead we can actually click here 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 different columns we have the fields that we created keep in mind and after that we have invite teammates so from here I can invite the team members we have include columns we have emails files and remarks you can change to the e-mails and it will reveal you the e-mails that you got in files we can even submit files and then we have the remarks at the top here 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 as soon as you’re made with this you can actually click on enter and it will be closed now it will show 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 select 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 on top you will be able to see we have personal alternative we have these three dots where we can find these stages Integrations and automation this is among the crucial ones click on this link and you’ll have the ability to in fact incorporate um other apps within yourr transfer information for alerts for automations customized builds and more we can likewise integrate our Google Sheets to ou and we’ll have the ability 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 brand-new pipeline we can change to our easy Gmail really easily from here and it will also reveal me the emails that I will be receiving for my pipelines that I have created we will even have our combine e-mails now with our so this is the merge email and with combine email what takes place is I can in fact develop a follow-up emails and different storage e-mails here and we have active advises so using is really easy you can begin for free by just adding the combination and now you know how to use as a complete novice don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me offer some context about my profession and how it connects to. As a self-employed reporter, I’ve dealt with numerous clients, managed multiple jobs at the same time, and maintained an extensive network of contacts. Juggling these obligations can be overwhelming, and I acknowledged the requirement for a centralized system to streamline my operations.
In my mission for a service, I checked out various platforms but found them to be either too complicated or too pricey for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly integrates with Gmail, making it perfect for freelance journalists who heavily rely on email interaction. Here are some crucial benefits of using for your freelance journalism working with process:.
Intuitive Email Tracking and Organization:.
permits you to track and organize your e-mails effortlessly, giving you a clear introduction of your communications with customers, leads, and partners.
You can create adjustable pipelines directly within your inbox, making it easy to handle and keep track of the progress of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales procedure from lead generation to job completion.
You can categorize contacts, produce customized phases, set suggestions, and track interactions, ensuring that no chance slips through the cracks.
Smooth Partnership and Team Effort:.
assists in cooperation by allowing you to share pipelines and communicate with employee within the platform.
You can appoint tasks, share essential e-mails, and collaborate in real-time, enhancing performance and guaranteeing everybody stays on the very same page.
‘s versatile workflow system allows you to personalize your pipelines and automate repeated tasks.
You can create design templates for common email actions, schedule follow-ups, and set up tips, saving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, uses advantages in terms of coding and software advancement. Here’s how:.
supplies a robust API and extensive designer documents, making it easy to incorporate with other tools and develop custom-made options.
This versatility allows independent reporters with coding skills to extend the functionality of and customize it to their specific needs.
Task Management for Software Application Advancement:.
‘s pipeline function can be adjusted to manage software advancement jobs, from ideation to implementation.
You can create customized phases for different development stages, assign jobs to employee, and track development efficiently.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly user interface and easy-to-use functions, reducing the finding out curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collaborative features that enhance team effort and interaction.
Developer-friendly API for combination and personalization.
Cost-efficient option for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation features.
Dependence on Gmail for complete performance, restricting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more cost effective solution, especially for freelancers and small businesses.
HubSpot has a totally free variation, but advanced features require a higher-tier paid membership.
Functions and Complexity:.
offers a more detailed suite of features, including sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, using a structured experience.
Both and integrate with numerous third-party tools.
‘s smooth integration with Gmail is advantageous for users greatly reliant on email interaction.
As a self-employed journalist, handling your hiring procedure and customer relationships is vital to your success. deals a budget friendly and intuitive solution that flawlessly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it may not have the innovative functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re an editor, material, or writer creator, can empower you to take control of your freelance journalism career by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.