As a seasoned freelance reporter, I understand the challenges of handling jobs, tracking leads, and nurturing client relationships. In this post, I will dive into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for novices hey men welcome back in this video I will be revealing you how to utilize Is Streak A Crm Tool for your customer relations partnership communication and a lot more so let’s enter it to start with you need to go to streak.com and you will arrive on this website right here now is a sort 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 remarkable and I’ll reveal you how to do that as a total novice it will assist you customize a best process for your team and you will have the ability to get your work done now let’s actually enter the process now is offered as an extension and it’s entirely 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 choose 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 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 merely check in make sure to sign.
into the exact same Gmail that you have added the uh you understand streak to now it will ask you for your access and we’re gon na merely scroll down and click on permit after adding this is what your Gmail will look like now you can see here in our easy you know folders we are getting just recently viewed all tracked emails and updated reply and then we have this new choice 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 brand-new dashboard for here I’ll be able 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 new pipeline here and we have different options first of all we have the stages so this is where you will pick these phases for your pipeline and you can really we have a lead gotten in touch with pitched demo negotiating 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 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 on top and you will offer your phase a name let’s state that you in fact wanted to develop another um you know stage here for instance let’s say I didn’t have no strings so I can develop right here.
and you can provide it your color so we can in fact pick various colors for each of the stages but I believe all of these are actually currently developed so this is in fact pretty outstanding what I will do is I will really 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 choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s eliminate the demo here and then we have negotiating with negotiating I can go with 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 this plus here and we have complimentary form a date check box fall General e-mail 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 opt for this one here this is the field that was really missing and I’ll in fact reorganize and put the notes here okay email thread count close date all right business’s size offer size and Company size alright let’s eliminate the company size and I’m gon na in fact discover something else within the general where we have actually produced by date developed fans and more so I in fact wish to opt for the developed.
by or maybe the fans since I want to keep track of my team members that are really 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 great deal of choices offered within streak is in fact one of the simplest and one of the most uh you know versatile out there it’s very easy to use with design templates we have tasks too within my job again if I didn’t wish to go for these sales if I did with jobs then I can opt for the project stages right here and again the fields the procedure is going to be similar you will pick these phases from here on this plus button here and you can also provide it different different colors we likewise have business Dev here you can see then we have hiring so if you do employing then this is going to be your stages job search financier fundraising others realty assistance and custom-made So within our assistance you can see we have actually incoming designated dealing with solved and noise this is in fact pretty good and we also have custom where I can really start something from the scratch completely according to my organization for me we merely have the sales so I’m gon na opt for the sales here and click on create personal or.
shared so I will be sharing this with a staff member so I’m going to go with 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 actually looks pretty good now I will be able to include my Lead Series so you can really click on this fall and we have handle phase or relabel so as I continue as I add different 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 on ADD box here and I’m going to include a box in the lead area here and let’s just call it new and click on enter so now you can see we have one lead produced let’s state that there is actually 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 add another lead let’s call it brand-new two we can really open this up in a brand-new tab from here too however 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 called also there’s one negotiating so I’ll just simply click on brand-new now when you develop a lead we can in fact click on this link and it will now open the different fields that we included so this is a new Elite that I produced and we have all of these various columns we have the fields that we created keep in mind and after that we have welcome teammates so from here I can welcome the staff member we have include columns we have e-mails files and comments you can change to the e-mails and it will show you the emails that you got in files we can even submit 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 produce a lead within your when you’re finished with this you can really click on go into 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 2 leads one contacted 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 erasing and sharing as well uh one more thing with srix on top you will have the ability to see we have private alternative we have these 3 dots where we can find these stages Integrations and automation this is among the important ones click on this link and you’ll be able to in fact incorporate um other apps within yourr transfer data for alerts for automations custom constructs and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really quickly and produce our CSV files similarly now I can change to my various folders that we have here and I can produce a new pipeline we can change to our simple Gmail very easily from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have produced we will even have our merge emails now with our so this is the combine e-mail and with merge e-mail what happens is I can in fact create a follow-up e-mails and different storage e-mails here and we have active advises so using is truly easy you can get started totally free by simply adding the combination and now you understand how to use as a total newbie don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me supply some context about my profession and how it relates to. As an independent reporter, I have actually worked with numerous customers, handled numerous jobs concurrently, and kept a substantial network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the requirement for a central system to improve my operations.
In my quest for a solution, I explored numerous platforms but found them to be either too pricey or too complex for my freelance setup. That’s when I discovered, 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 count on e-mail interaction. Here are some essential advantages of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Organization:.
allows you to track and arrange your e-mails easily, giving you a clear introduction of your interactions with clients, leads, and partners.
You can produce personalized pipelines straight within your inbox, making it simple to keep an eye on the development and handle of your projects and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and manage your sales procedure from list building to project conclusion.
You can classify contacts, develop customized phases, set pointers, and track interactions, making sure that no chance slips through the fractures.
Smooth Collaboration and Team Effort:.
facilitates partnership by permitting you to share pipelines and interact with team members within the platform.
You can designate jobs, share essential emails, and collaborate in real-time, improving productivity and guaranteeing everybody remains on the very same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repetitive jobs.
You can create templates for typical e-mail responses, schedule follow-ups, and set up suggestions, conserving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, uses advantages in terms of coding and software development. Here’s how:.
offers a robust API and comprehensive designer paperwork, making it easy to integrate with other tools and build customized services.
This versatility enables self-employed journalists with coding skills to extend the performance of and tailor it to their particular needs.
Project Management for Software Application Development:.
‘s pipeline feature can be adjusted to manage software application development jobs, from ideation to release.
You can develop custom phases for various advancement stages, designate jobs to employee, and track development efficiently.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
Instinctive user interface and user friendly features, lessening the learning curve.
Customizable pipelines and workflows to adjust to private requirements.
Collective features that improve teamwork and communication.
Developer-friendly API for integration and customization.
Affordable solution for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation functions.
Dependence on Gmail for complete functionality, limiting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While offers substantial benefits for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
provides a more cost effective service, particularly for freelancers and small companies.
HubSpot has a free variation, but advanced functions need a higher-tier paid membership.
Features and Complexity:.
offers a more thorough suite of features, consisting of innovative marketing automation and analytics.
concentrates on simpleness and ease of use, offering a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s seamless integration with Gmail is advantageous for users greatly reliant on e-mail interaction.
As an independent reporter, managing your hiring procedure and customer relationships is vital to your success. deals a intuitive and affordable service that flawlessly incorporates with Gmail, enabling you to simplify your operations and focus on your craft. While it may not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a author, material, or editor creator, can empower you to take control of your freelance journalism career by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.