As a skilled freelance reporter, I understand the obstacles of handling tasks, tracking leads, and nurturing client relationships. In this post, I will dig into the advantages of using for self-employed journalism, explore its features 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 revealing you how to utilize Streak Whats Crm Mean for your consumer relations collaboration communication and far more so let’s enter it first of all 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 basic Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is truly amazing and I’ll show you how to do that as a complete novice it will help you personalize a best procedure for your team and you will have the ability to get your work done now let’s in fact enter into the process now is readily available as an extension and it’s completely complimentary so as soon as you get to the site 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 add to Chrome click on ADD extension and your extension will be added 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 merely sign 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 just scroll down and click permit 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 upgraded reply and after that we have this brand-new option 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 brand-new control panel for here I’ll have the ability to produce a new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go develop a new pipeline let’s in fact do that you will click on new pipeline here and we have various choices to start with we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have a lead called pitched demonstration working out close phone closed uh you understand then we have nurturing fine then we have Fields so in fields we have a date of last email last email from lead Source concern market deal size company size close rate email thread count days and state and notes so if you wish to include another phase you will click this Plus at the top and you will give your phase a name let’s state that you really wanted to develop another um you know stage here for instance let’s say I didn’t have no strings so I can create right here.
and you can provide it your color so we can in fact pick different colors for each of the stages but I think all of these are in fact already developed so this is in fact pretty remarkable what I will do is I will in fact get rid of this one and if you feel like there is um I believe pitched and demo are type of like the very 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 negotiating with negotiating I can choose 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 different fields that you want so you will click on this plus here and we have complimentary kind a date check box drop down General e-mail email tracking task calls and meetings so I do not 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 and I’ll in fact rearrange and put the notes here okay email thread count close date all right business’s size deal size and Business size okay let’s get rid of the business size and I’m gon na really find something else within the basic where we have produced by date developed followers and more so I really want to go for the produced.
by or perhaps the fans because I want to keep track of my employee 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 choices available within streak is in fact one of the most convenient and among the most uh you know flexible out there it’s extremely easy to use with design templates we have projects too within my job again if I didn’t wish to opt for these sales if I did with projects then I can opt for the job phases right here and once again the fields the procedure is going to be similar you will select these stages from here on this plus button here and you can likewise provide it different different colors we likewise have service Dev here you can see then we have hiring so if you do hiring then this is going to be your phases task search investor fundraising others property assistance and custom-made So within our support you can see we have incoming designated working on solved and sound this is in fact respectable and we also have custom-made where I can actually start something from the scratch absolutely according to my company for me we merely have the sales so I’m gon na choose the sales here and click create private or.
shared so I will be sharing this with a staff member 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 in fact click on this drop down and we have manage stage 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 be able to include it click on 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 new and click get in so now you can see we have actually 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 new I’m going to add another lead let’s call it brand-new 2 we can in fact open this up in a 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 too there’s one negotiating so I’ll just simply click brand-new now once you develop a lead we can actually click on this link and it will now open up the various fields that we added so this is a new Elite that I produced and we have all of these different columns we have the fields that we produced remember and then we have invite colleagues so from here I can invite the staff member we have include columns we have emails files and remarks you can switch to the emails and it will show you the emails that you got in files we can even submit files and then we have the comments at the top here again we have the call log we have our conference notes and we even have our.
attachments so this is how you create a lead within your once you’re made with this you can in fact click get in and it will be closed now it will reveal you something like this we have all of our data gathered here and at the top we’re getting our account such as two leads one contacted and something like this and this is where you will be getting your list we can choose various leads from here the stages and we can perform bulk actions such as deleting and sharing also uh one more thing with srix at the 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 one of the important 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 custom develops and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they extremely easily and produce our CSV files similarly now I can change to my different folders that we have here and I can create a new pipeline we can switch to our basic 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 merge e-mails now with our so this is the merge email and with combine email what happens is I can really produce a follow-up e-mails and various storage e-mails here and we have active advises so utilizing is actually simple you can get started for free by simply including the integration and now you know how to use as a total beginner do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me supply some context about my career and how it associates with. As an independent reporter, I have actually dealt with many clients, managed several jobs all at once, and kept a substantial network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the need for a central system to enhance my operations.
In my mission for an option, I explored different platforms but discovered them to be either too costly or too complicated for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly integrates with Gmail, making it ideal for self-employed reporters who greatly count on email interaction. Here are some essential benefits of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Company:.
enables you to track and arrange your e-mails easily, providing you a clear overview of your communications with customers, leads, and collaborators.
You can create adjustable pipelines directly within your inbox, making it simple to handle and keep track of the progress of your assignments and jobs.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and manage your sales process from lead generation to task conclusion.
You can classify contacts, develop custom-made stages, set tips, and track interactions, making sure that no opportunity slips through the fractures.
Smooth Cooperation and Team Effort:.
assists in collaboration 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 productivity and guaranteeing everyone remains on the exact same page.
‘s flexible workflow system allows you to customize your pipelines and automate recurring tasks.
You can produce design templates for typical email reactions, schedule follow-ups, and established suggestions, conserving you valuable time and effort.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, provides advantages in terms of coding and software advancement. Here’s how:.
offers a robust API and substantial designer documentation, making it easy to incorporate with other tools and construct custom-made services.
This versatility permits independent reporters with coding abilities to extend the functionality of and customize it to their specific requirements.
Job Management for Software Development:.
‘s pipeline function can be adapted to manage software advancement jobs, from ideation to deployment.
You can create custom-made phases for various development phases, assign jobs to team members, and track development effectively.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly user interface and easy-to-use functions, decreasing the learning curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collaborative features that improve team effort and communication.
Developer-friendly API for combination and personalization.
Cost-efficient option for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation functions.
Reliance on Gmail for full functionality, limiting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more economical service, particularly for freelancers and small businesses.
HubSpot has a complimentary variation, but advanced functions need a higher-tier paid membership.
Functions and Intricacy:.
supplies a more comprehensive suite of features, including advanced marketing automation and analytics.
concentrates on simpleness and ease of use, offering a streamlined experience.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is beneficial for users greatly reliant on email interaction.
As a self-employed journalist, handling your hiring process and customer relationships is vital to your success. deals a cost effective and intuitive service that seamlessly integrates with Gmail, enabling you to streamline your operations and focus on your craft. While it may not have the advanced functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a content, editor, or writer developer, 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 impact of Streak CRM in your freelance journalism endeavors.