As a seasoned freelance reporter, I understand the difficulties of handling jobs, tracking leads, and nurturing client relationships. In this post, I will dive into the benefits of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey people invite back in this video I will be showing you how to utilize Pros Streak Crm Makes for your consumer relations cooperation communication and much more so let’s get into it first off you require to go to streak.com and you will arrive at this site right here now is a type of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is really remarkable and I’ll show you how to do that as a complete novice it will help you customize a best process for your group and you will have the ability to get your work done now let’s really enter into the procedure 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 option 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 add 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 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 sign 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 just scroll down and click on enable after adding this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting just recently seen all tracked emails and upgraded reply and after that we have this brand-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 new control panel for here I’ll be able to create a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go produce a brand-new pipeline let’s in fact do that you will click on new pipeline here and we have various options first off we have the stages so this is where you will select these stages for your pipeline and you can actually we have actually a lead called pitched demonstration negotiating close phone closed uh you know then we have supporting all right 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 business size close rate email thread count days and state and notes so if you want to include another phase you will click this Plus on top and you will give your phase a name let’s state that you really wanted to produce 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 give it your color so we can really pick different colors for each of the stages however I think all of these are in fact already produced so this is really quite excellent what I will do is I will really get rid of this one and if you seem like there is um I believe pitched and demonstration are sort of like the same thing we simply 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 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 stages 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 free form a date check box drop down General e-mail email tracking task calls and meetings so I don’t 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 actually reorganize and put the notes here all right e-mail thread count close date fine company’s size deal size and Company size alright let’s eliminate the business size and I’m gon na in fact discover something else within the basic where we have developed by date created followers and more so I actually wish to choose the developed.
by or possibly the followers since I want to keep an eye on my employee that are actually following this so I will you understand 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 choices available within streak is really among the simplest and among the most uh you understand flexible out there it’s very easy to use with templates we have tasks too within my job again if I didn’t wish to choose these sales if I did with tasks then I can opt for the task stages right here and once 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 likewise provide it various various colors we likewise have company Dev here you can see then we have hiring so if you do employing then this is going to be your stages job search investor fundraising others property support and custom-made So within our support you can see we have actually incoming appointed dealing with solved and noise this is really pretty good and we also have custom-made where I can in fact start something from the scratch absolutely according to my business for me we simply have the sales so I’m gon na opt for the sales here and click develop private or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click develop now it will simply take a second for a street to produce a pipeline for me so you can see this in fact looks respectable now I will be able to add my Lead Series so you can in fact click on this drop down and we have manage phase or relabel so as I proceed as I include different 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 include a box so click on ADD box here and I’m going to add a box in the lead section here and let’s just call it new and click get in so now you can see we have one lead developed 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 new 2 we can in fact open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work by doing this now you can see we have 2 leads then let’s say there was a gotten in touch with also there’s one negotiating so I’ll just simply click new now once you develop a lead we can in fact click on this link and it will now open the various fields that we included so this is a brand-new Elite that I produced and we have all of these different columns we have the fields that we produced keep in mind and after that we have welcome teammates so from here I can invite the employee we have include columns we have emails files and comments you can switch to the emails 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 conference notes and we even have our.
attachments so this is how you develop a lead within your as soon as you’re made with this you can actually 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 two leads one contacted and something like this and this is where you will be getting your list we can pick various leads from here the stages and we can perform bulk actions such as deleting and sharing also uh one more thing with srix on top you will have the ability to see we have personal alternative we have these three dots where we can find these stages Combinations and automation this is one of the crucial ones click here and you’ll have the ability to in fact integrate um other apps within yourr transfer information for notices for automations custom-made develops and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they really easily and produce our CSV files similarly now I can change to my different folders that we have here and I can create a brand-new pipeline we can switch to our simple Gmail very quickly from here and it will also reveal me the emails that I will be getting for my pipelines that I have actually produced we will even have our combine e-mails now with our so this is the merge e-mail and with merge email what occurs is I can really create a follow-up emails and various storage e-mails here and we have active advises so utilizing is really easy you can begin totally free by just including the integration and now you know how to utilize as a complete newbie don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me offer some context about my profession and how it relates to. As an independent journalist, I have actually worked with numerous clients, managed numerous jobs at the same time, and maintained a substantial network of contacts. Juggling these responsibilities can be frustrating, and I recognized the need for a centralized system to improve my operations.
In my mission for a service, I checked out different platforms but discovered them to be either too complex or too pricey 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 perfect for self-employed journalists who greatly rely on e-mail interaction. Here are some key benefits of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Company:.
allows you to track and organize your emails effortlessly, offering you a clear summary of your interactions with customers, leads, and collaborators.
You can produce customizable pipelines straight within your inbox, making it easy to handle and keep track of the progress of your jobs and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to imagine and manage your sales process from list building to job completion.
You can classify contacts, produce custom phases, set tips, and track interactions, making sure that no chance slips through the cracks.
Seamless Collaboration and Team Effort:.
assists in cooperation by allowing you to share pipelines and interact with staff member within the platform.
You can designate jobs, share important emails, and collaborate in real-time, improving performance and ensuring everybody remains on the very same page.
‘s flexible workflow system allows you to customize your pipelines and automate repetitive tasks.
You can develop design templates for common email reactions, schedule follow-ups, and set up reminders, conserving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, provides advantages in regards to coding and software development. Here’s how:.
offers a robust API and substantial developer paperwork, making it easy to incorporate with other tools and develop custom-made options.
This versatility allows independent journalists with coding skills to extend the performance of and tailor it to their specific needs.
Task Management for Software Advancement:.
‘s pipeline function can be adjusted to handle software development jobs, from ideation to release.
You can produce customized stages for various development phases, assign jobs to team members, and track development efficiently.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and user friendly functions, decreasing the discovering curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collaborative functions that boost teamwork and interaction.
Developer-friendly API for integration and modification.
Cost-effective option for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for full functionality, limiting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While offers substantial benefits for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more affordable solution, particularly for freelancers and small businesses.
HubSpot has a totally free version, however advanced features require a higher-tier paid membership.
Functions and Intricacy:.
offers a more comprehensive suite of functions, consisting of sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, offering a streamlined experience.
Both and integrate with various third-party tools.
‘s seamless integration with Gmail is helpful for users greatly reliant on email communication.
As an independent reporter, managing your hiring procedure and client relationships is critical to your success. offers a cost effective and user-friendly option that seamlessly integrates with Gmail, enabling you to improve your operations and focus on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a material, editor, or writer creator, can empower you to take control of your freelance journalism career by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.