As a skilled freelance reporter, I comprehend the difficulties of handling jobs, tracking leads, and supporting client relationships. In this post, I will delve into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for beginners hey men invite back in this video I will be showing you how to use What Is Crm In Streak for your consumer relations partnership communication and a lot more so let’s enter it firstly you require to go to streak.com and you will land on this website 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 in fact turn our Gmail into a platform which is truly fantastic and I’ll reveal you how to do that as a complete beginner it will help you customize a best process for your group 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 entirely free so as soon as 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 contribute to Chrome click ADD extension and your extension will be added all right 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 check in make certain 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 allow after adding this is what your Gmail will appear like now you can see here in our basic you know folders we are getting just recently viewed all tracked e-mails and upgraded reply and after that we have this new alternative which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this is like our new control panel for here I’ll have the ability to create a brand-new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go create a new pipeline let’s in fact do that you will click brand-new pipeline here and we have various alternatives first of all we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have a lead contacted pitched demo negotiating close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last email last email from lead Source top priority market offer size company size close rate email thread count days and state and keeps in mind so if you want to include another phase you will click this Plus at the top and you will give your stage a name let’s say that you actually wished to develop another um you know stage here for example let’s state I didn’t have no strings so I can produce right here.
and you can give it your color so we can in fact choose various colors for each of the stages however I believe all of these are in fact already created so this is in fact pretty outstanding what I will do is I will in fact eliminate this one and if you feel like there is um I think pitched and demonstration are kind of like the exact same thing we just opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s eliminate the demonstration 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 various fields that you desire so you will click this plus here and we have totally free type a date check box fall General email email tracking task calls and conferences 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 choose this one here this is the field that was actually missing out on and I’ll in fact rearrange and put the notes here alright email thread count close date fine business’s size offer size and Company size fine let’s get rid of the company size and I’m gon na actually discover something else within the general where we have produced by date produced fans and more so I actually want to choose the produced.
by or possibly the fans because I wish to keep an eye on 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 wanted for my pipeline now you can see there are a lot of options available within streak is in fact one of the simplest and one of the most uh you understand flexible out there it’s extremely easy to use with templates we have tasks too within my job once again if I didn’t want to opt for these sales if I made with projects then I can opt for the job phases right here and once again the fields the procedure is going to be comparable you will choose these stages from here on this plus button here and you can also provide it different different colors we also have company Dev here you can see then we have employing so if you do working with then this is going to be your phases task search financier fundraising others realty assistance and custom-made So within our support you can see we have incoming appointed working on solved and sound this is actually respectable and we likewise have customized where I can really start something from the scratch completely according to my organization for me we just have the sales so I’m gon na choose the sales here and click on develop personal 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 produce now it will simply take a 2nd for a street to develop a pipeline for me so you can see this in fact looks respectable now I will have the ability to include my Lead Series so you can really click on this drop down 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 simply 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 section here and let’s just call it brand-new and click on enter so now you can see we have actually one lead produced let’s say that there is in fact closed one so I’m going to include one here let’s just for now let’s call it new I’m going to add another lead let’s call it new 2 we can actually open this up in a 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 too there’s one working out so I’ll just merely click on new now once you create a lead we can actually click on this link and it will now open the different fields that we included so this is a new Elite that I created and we have all of these different columns we have the fields that we produced keep in mind and after that we have invite teammates so from here I can invite the team members we have add columns we have emails files and remarks you can change to the e-mails and it will show you the e-mails 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 conference 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 get in 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 choose various leads from here the stages and we can carry out bulk actions such as deleting and sharing also uh another thing with srix at the top you will have the ability to see we have personal option we have these 3 dots where we can find these stages Integrations and automation this is one of the important ones click here and you’ll be able to actually integrate um other apps within yourr transfer information for notifications for automations custom builds and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they extremely quickly and produce our CSV files likewise now I can change to my various folders that we have here and I can produce a brand-new pipeline we can switch to our simple Gmail extremely quickly from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have actually developed we will even have our combine e-mails now with our so this is the merge e-mail and with combine e-mail what takes place is I can actually develop a follow-up e-mails and different storage e-mails here and we have active instructs so utilizing is truly simple you can get going totally free by simply including the integration and now you know how to use as a complete beginner do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it relates to. As a freelance journalist, I’ve dealt with many customers, managed several tasks all at once, and maintained a substantial network of contacts. Juggling these obligations can be overwhelming, and I acknowledged the need for a centralized system to enhance my operations.
In my quest for a solution, I explored different platforms however found them to be either too intricate or too pricey for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly integrates with Gmail, making it ideal for self-employed journalists who greatly rely on e-mail communication. Here are some key benefits of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Company:.
permits you to track and arrange your emails effortlessly, giving you a clear introduction of your interactions with clients, leads, and partners.
You can develop adjustable pipelines directly within your inbox, making it easy to manage and monitor the development of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to imagine and manage your sales process from list building to job completion.
You can categorize contacts, develop customized stages, set reminders, and track interactions, ensuring that no chance slips through the cracks.
Smooth Collaboration and Teamwork:.
assists in cooperation by allowing you to share pipelines and communicate with team members within the platform.
You can assign jobs, share crucial e-mails, and team up in real-time, boosting performance and ensuring everyone stays on the exact same page.
‘s flexible workflow system enables you to customize your pipelines and automate recurring jobs.
You can produce design templates for typical email reactions, schedule follow-ups, and set up pointers, conserving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, provides advantages in terms of coding and software advancement. Here’s how:.
supplies a robust API and substantial developer documents, making it simple to integrate with other tools and develop custom-made services.
This flexibility enables independent journalists with coding skills to extend the functionality of and customize it to their particular requirements.
Task Management for Software Application Advancement:.
‘s pipeline function can be adapted to handle software application development projects, from ideation to deployment.
You can create custom-made phases for different advancement stages, assign jobs to staff member, and track development efficiently.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and user friendly features, decreasing the learning curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collective functions that boost teamwork and interaction.
Developer-friendly API for combination and customization.
Cost-effective service for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for complete functionality, restricting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While offers substantial benefits for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more cost effective option, particularly for freelancers and small businesses.
HubSpot has a free variation, but advanced features require a higher-tier paid membership.
Features and Complexity:.
provides a more detailed suite of functions, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and incorporate with different third-party tools.
‘s seamless integration with Gmail is useful for users heavily reliant on e-mail communication.
As a self-employed journalist, managing your hiring procedure and customer relationships is critical to your success. deals a user-friendly and budget-friendly option that effortlessly integrates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it might not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a author, editor, or content creator, 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 impact of Streak CRM in your freelance journalism ventures.