As a skilled freelance journalist, I comprehend the challenges of handling projects, tracking leads, and supporting client relationships. In this post, I will dive into the benefits of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey people invite back in this video I will be showing you how to use Import2 Streak Crm for your client relations partnership communication and a lot more so let’s enter it first off you need to go to streak.com and you will arrive at this website right here now is a type of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can really 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 assist you personalize a perfect process for your team and you will have the ability to get your work done now let’s in fact get into the process now is available as an extension and it’s entirely totally free so as soon as you get to the site you’ll get this choice here which is add 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 on contribute to Chrome click on ADD extension and your extension will be included okay it’s done and now it is contributing 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 ensure to sign.
into the exact same Gmail that you have actually included the uh you know streak to now it will ask you for your access and we’re gon na simply scroll down and click on allow after adding this is what your Gmail will look like now you can see here in our basic you know folders we are getting just recently viewed all tracked e-mails and updated reply and after that we have this 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 is like our brand-new control panel for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go create a new pipeline let’s actually do that you will click brand-new pipeline here and we have various options firstly we have the stages so this is where you will select these stages for your pipeline and you can really we have a lead contacted pitched demo negotiating 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 concern market deal size business size close rate e-mail thread count days and state and notes so if you wish to include another phase you will click this Plus on top and you will offer your stage a name let’s state that you in fact wished to produce another um you understand 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 really select various colors for each of the stages however I think all of these are in fact currently developed so this is actually quite impressive what I will do is I will really eliminate this one and if you seem like there is um I believe pitched and demonstration are kind of like the same thing we just opt for the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s get rid of the demonstration 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 different fields that you want so you will click this plus here and we have free type a date check box drop down General email e-mail 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 go with this one here this is the field that was actually missing and I’ll actually rearrange and put the notes here okay email thread count close date okay business’s size deal size and Business size fine let’s get rid of the company size and I’m gon na really discover something else within the general where we have created by date created fans and more so I really want to opt for the developed.
by or perhaps the followers because I wish to keep an eye on my staff member that are really following this so I will you know 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 great deal of alternatives readily available within streak is actually one of the simplest and among the most uh you know flexible out there it’s very easy to use with design templates we have projects too within my task once again if I didn’t want to go for these sales if I made with jobs then I can opt for the job stages right here and again the fields the procedure is going to be comparable you will pick these phases from here on this plus button here and you can also give it various various colors we likewise have company Dev here you can see then we have employing so if you do working with then this is going to be your stages job search financier fundraising others realty support and custom So within our support you can see we have inbound appointed dealing with solved and sound this is really pretty good and we also have custom-made where I can in fact start something from the scratch totally according to my organization for me we just have the sales so I’m gon na opt for the sales here and click create 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 just take a 2nd for a street to produce a pipeline for me so you can see this really looks respectable now I will be able to include my Lead Series so you can in fact click this fall and we have handle stage or rename 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 the top here add a box so click 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 on go into so now you can see we have one lead produced let’s state 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 include another lead let’s call it brand-new two we can in fact open this up in a new tab from here too however I’m just for now I’m just gon na work this way now you can see we have two leads then let’s state there was a gotten in touch with as well there’s one negotiating so I’ll just simply click new now as soon as you develop a lead we can actually click here and it will now open the different fields that we added so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we developed keep in mind and after that we have welcome colleagues so from here I can invite the team members we have add columns we have e-mails files and remarks you can switch to the e-mails and it will reveal you the emails that you got in files we can even submit files and then 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.
attachments so this is how you develop a lead within your when you’re done with this you can really click 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 two leads one gotten in touch with 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 too uh one more thing with srix at the top you will have the ability to see we have personal choice we have these 3 dots where we can discover these stages Integrations and automation this is one of the essential ones click here and you’ll be able to in fact integrate um other apps within yourr transfer data for notices for automations custom-made constructs and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they really quickly and produce our CSV files likewise now I can change to my various folders that we have here and I can develop a new pipeline we can switch to our simple Gmail very quickly from here and it will also show me the emails that I will be getting for my pipelines that I have actually created we will even have our combine e-mails now with our so this is the combine email and with combine e-mail what happens is I can really create a follow-up emails and various storage e-mails here and we have active advises so using is really easy you can get going for free by simply including the combination and now you know how to use as a complete newbie don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me provide some context about my profession and how it connects to. As a freelance reporter, I have actually dealt with numerous customers, handled numerous jobs concurrently, and kept a comprehensive network of contacts. Balancing these duties can be overwhelming, and I recognized the need for a centralized system to improve my operations.
In my mission for a service, I explored various platforms but discovered them to be either too expensive or too complicated for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly incorporates with Gmail, making it perfect for self-employed journalists who greatly count on email interaction. Here are some essential advantages of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Company:.
enables you to track and arrange your e-mails easily, giving you a clear summary of your communications with clients, leads, and collaborators.
You can produce customizable pipelines straight within your inbox, making it simple to keep track of the development and handle of your assignments and jobs.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to envision and handle your sales procedure from list building to project conclusion.
You can categorize contacts, create custom phases, set suggestions, and track interactions, making sure that no opportunity slips through the fractures.
Seamless Collaboration and Teamwork:.
facilitates cooperation by permitting you to share pipelines and communicate with staff member within the platform.
You can appoint tasks, share essential e-mails, and collaborate in real-time, improving performance and making sure everyone stays on the same page.
‘s versatile workflow system allows you to customize your pipelines and automate repeated tasks.
You can develop templates for typical e-mail actions, schedule follow-ups, and set up pointers, saving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, uses benefits in regards to coding and software development. Here’s how:.
provides a robust API and extensive developer paperwork, making it easy to incorporate with other tools and develop custom services.
This versatility allows independent journalists with coding skills 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 advancement projects, from ideation to implementation.
You can develop custom-made stages for various advancement phases, appoint tasks to staff member, and track development efficiently.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and user friendly functions, minimizing the discovering curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collective features that improve teamwork and interaction.
Developer-friendly API for combination and customization.
Economical service for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for full functionality, restricting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more cost effective option, specifically for freelancers and small companies.
HubSpot has a complimentary variation, but advanced functions need a higher-tier paid membership.
Features and Complexity:.
supplies a more detailed suite of functions, consisting of innovative marketing automation and analytics.
focuses on simplicity and ease of use, offering a streamlined experience.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is useful for users greatly reliant on email interaction.
As an independent journalist, handling your hiring process and client relationships is paramount to your success. deals a user-friendly and budget friendly solution that flawlessly integrates with Gmail, allowing you to improve your operations and concentrate on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re an editor, writer, or content developer, can empower you to take control of your freelance journalism profession by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.