As a seasoned freelance reporter, I understand the difficulties of managing tasks, tracking leads, and nurturing customer relationships. In this article, I will dive 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 use for novices hey guys welcome back in this video I will be showing you how to utilize Streak For Crm Reviews for your customer relations partnership interaction and much 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 type 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 really incredible and I’ll reveal you how to do that as a complete newbie it will assist you tailor a best procedure for your team and you will be able to get your work done now let’s really enter into the process now is readily available as an extension and it’s 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 add to Chrome click ADD extension and your extension will be added fine 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 just check in make sure to sign.
into the very same Gmail that you have actually added the uh you know streak to now it will ask you for your access and we’re gon na simply scroll down and click enable 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 updated reply and after that we have this new option which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this is like our brand-new dashboard for here I’ll be able to produce a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go produce a new pipeline let’s in fact do that you will click on new pipeline here and we have different options to start with we have the stages so this is where you will pick these stages for your pipeline and you can really we have a lead gotten in touch with pitched demonstration negotiating close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority market deal size company size close rate email thread count days and state and keeps in mind so if you wish to add another stage you will click this Plus at the top and you will give your phase a name let’s say that you really wanted to create another um you understand phase here for example let’s state I didn’t have no strings so I can produce right here.
and you can provide it your color so we can actually pick various colors for each of the stages but I believe all of these are really already produced so this is in fact quite impressive what I will do is I will in fact eliminate this one and if you seem like there is um I believe pitched and demo are sort of like the same thing we just opt for 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 demo here and then 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 this plus here and we have totally free type a date check box fall General e-mail email tracking task calls and conferences 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 go with this one here this is the field that was actually missing out on and I’ll really rearrange and put the notes here okay email thread count close date okay company’s size deal size and Company size alright let’s eliminate the business size and I’m gon na actually find something else within the general where we have actually developed by date created fans and more so I really wish to go for the created.
by or perhaps the fans because I want to track my team members that are in fact following this so I will you understand 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 options available within streak is really among the simplest and among the most uh you know flexible out there it’s extremely easy to use with design templates we have jobs too within my job once again if I didn’t want to go for these sales if I did with projects then I can opt for the task stages right here and again the fields the process is going to be comparable you will select these stages from here on this plus button here and you can likewise offer it various different colors we likewise have company Dev here you can see then we have employing so if you do hiring then this is going to be your phases job search investor fundraising others property assistance and custom So within our assistance you can see we have incoming assigned dealing with dealt with and sound this is really pretty good and we likewise have custom where I can actually start something from the scratch absolutely according to my service for me we merely have the sales so I’m gon na choose the sales here and click develop 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 create now it will simply take a 2nd for a street to produce a pipeline for me so you can see this really looks pretty good now I will have the ability to add my Lead Series so you can actually click on this fall and we have manage phase or relabel so as I proceed as I add various leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click on the top here add a box so click ADD box here and I’m going to add a box in the lead area here and let’s just call it new and click go into so now you can see we have actually one lead produced let’s state 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 include another lead let’s call it new two we can actually open this up in a brand-new tab from here too but I’m just for now I’m just gon na work this way now you can see we have two leads then let’s say there was a contacted also there’s one negotiating so I’ll just simply click brand-new now as soon as you produce a lead we can actually click on this link and it will now open the various fields that we included so this is a brand-new Elite that I developed and we have all of these various columns we have the fields that we produced remember and after that we have welcome colleagues so from here I can welcome the staff member we have add columns we have e-mails files and comments you can change to the e-mails and it will reveal you the emails that you got in files we can even publish files and after that 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.
accessories so this is how you develop a lead within your when you’re made with this you can actually click get in and it will be closed now it will show you something like this we have all of our data 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 choose different leads from here the stages and we can perform bulk actions such as erasing and sharing also uh one more thing with srix on top you will have the ability to see we have private choice we have these 3 dots where we can discover these stages Integrations and automation this is among the essential ones click here and you’ll be able to really incorporate um other apps within yourr transfer data for alerts for automations customized builds and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they really quickly and produce our CSV files similarly now I can switch to my different folders that we have here and I can produce a brand-new pipeline we can switch to our easy Gmail extremely quickly from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have created we will even have our combine emails now with our so this is the combine email and with combine e-mail what occurs is I can in fact develop a follow-up emails and different storage emails here and we have active advises so using is really easy you can get started totally free by simply including the combination and now you know how to utilize as a total novice do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me supply some context about my career and how it relates to. As a freelance journalist, I have actually dealt with many customers, handled numerous tasks all at once, and preserved a comprehensive network of contacts. Balancing these responsibilities can be overwhelming, and I acknowledged the need for a centralized system to streamline my operations.
In my mission for a service, I explored different platforms however found them to be either too expensive or too intricate for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly incorporates with Gmail, making it perfect for independent journalists who heavily depend on email interaction. Here are some essential benefits of using for your freelance journalism working with process:.
User-friendly Email Tracking and Company:.
allows you to track and arrange your e-mails effortlessly, offering you a clear introduction of your communications with clients, leads, and partners.
You can develop adjustable pipelines directly within your inbox, making it easy to monitor the progress and manage of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to imagine and handle your sales procedure from list building to project completion.
You can classify contacts, develop customized stages, set suggestions, and track interactions, making sure that no chance slips through the fractures.
Seamless Collaboration and Teamwork:.
helps with cooperation by permitting you to share pipelines and interact with staff member within the platform.
You can appoint tasks, share crucial e-mails, and work together in real-time, enhancing performance and ensuring everyone remains on the exact same page.
‘s flexible workflow system allows you to customize your pipelines and automate repeated tasks.
You can produce templates for common email reactions, schedule follow-ups, and set up pointers, saving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, offers advantages in regards to coding and software application development. Here’s how:.
offers a robust API and comprehensive developer documents, making it simple to incorporate with other tools and develop custom solutions.
This flexibility allows self-employed journalists with coding abilities to extend the performance of and tailor it to their particular requirements.
Project Management for Software Application Development:.
‘s pipeline feature can be adapted to manage software application development jobs, from ideation to release.
You can create custom phases for various advancement stages, designate jobs to staff member, and track development efficiently.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive interface and easy-to-use features, lessening the finding out curve.
Customizable pipelines and workflows to adapt to private requirements.
Collaborative features that enhance teamwork and interaction.
Developer-friendly API for combination and personalization.
Cost-effective service for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Reliance on Gmail for full performance, restricting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
offers a more inexpensive solution, specifically for freelancers and small companies.
HubSpot has a free variation, but advanced features need a higher-tier paid membership.
Features and Complexity:.
supplies a more comprehensive suite of features, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, offering a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s seamless integration with Gmail is helpful for users greatly reliant on e-mail communication.
As a self-employed journalist, handling your hiring process and client relationships is paramount to your success. offers a instinctive and affordable service that perfectly incorporates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a writer, material, or editor developer, can empower you to take control of your freelance journalism career 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.