As a seasoned freelance journalist, I comprehend the difficulties of managing projects, tracking leads, and nurturing client relationships. In this short article, I will dig into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey guys welcome back in this video I will be showing you how to utilize Streak Bcc Crm for your client relations collaboration interaction and a lot more so let’s enter it firstly you need to go to streak.com and you will arrive at 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 Hub and we can really turn our Gmail into a platform which is really incredible and I’ll show you how to do that as a total novice it will help you personalize a perfect process for your group and you will have the ability to get your work done now let’s in fact enter the procedure now is offered as an extension and it’s totally free so when you get to the website 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 on add to Chrome click on 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 merely check in make sure to sign.
into the same Gmail that you have added the uh you understand streak to now it will ask you for your gain access to and we’re gon na just scroll down and click allow after adding this is what your Gmail will look like now you can see here in our basic you understand folders we are getting just recently viewed all tracked e-mails and upgraded reply and after that we have this 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 merges so you can see this resembles our brand-new control panel for here I’ll have the ability to produce 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 produce a brand-new pipeline let’s actually do that you will click on brand-new pipeline here and we have various alternatives first of all we have the stages so this is where you will choose these phases 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 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 notes so if you wish to add another stage you will click this Plus on top and you will give your phase a name let’s say that you actually wished to create another um you understand stage here for example let’s say I didn’t have no strings so I can produce right here.
and you can provide it your color so we can really select different colors for each of the stages but I think all of these are in fact already produced so this is actually quite outstanding what I will do is I will really get rid of this one and if you seem like there is um I think pitched and demo are sort of like the same thing we simply go with the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s get rid of the demonstration here and then we have working out with negotiating I can opt for 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 on this plus here and we have totally free type a date check box drop down General e-mail e-mail tracking task calls and conferences 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 choose this one here this is the field that was in fact missing out on and I’ll really reorganize and put the notes here alright email thread count close date all right company’s size offer size and Business size fine let’s eliminate the business size and I’m gon na really discover something else within the basic where we have actually developed by date produced fans and more so I in fact want to go for the developed.
by or possibly the fans since I wish to keep an eye on my staff member that are actually following this so I will you know 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 offered within streak is in fact among the most convenient and among the most uh you know flexible out there it’s really easy to use with design templates we have projects too within my job once again if I didn’t want to choose these sales if I did with jobs then I can choose the job phases right here and again the fields the procedure is going to be similar you will choose these stages from here on this plus button here and you can likewise give it different different colors we likewise have company Dev here you can see then we have employing so if you do employing then this is going to be your stages job search financier fundraising others property support and custom-made So within our support you can see we have actually inbound assigned working on dealt with and noise this is actually respectable and we also have custom where I can actually 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 choose the shared one here and click create now it will simply take a 2nd for a street to produce 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 drop down and we have handle stage or rename so as I continue as I include various leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click on the top here add 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 brand-new and click on enter so now you can see we have actually one lead developed let’s say that there is actually closed one so I’m going to add one here let’s just for now let’s call it brand-new I’m going to include another lead let’s call it brand-new 2 we can actually open this up in a new tab from here too but 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 state there was a gotten in touch with also there’s one negotiating so I’ll just simply click on brand-new now once you develop a lead we can really click here and it will now open up the different fields that we included 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 after that we have invite colleagues so from here I can welcome the employee we have include columns we have emails files and remarks you can switch to the emails and it will reveal you the emails that you got in files we can even submit files and after that we have the remarks 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 as soon as you’re finished with this you can really click on 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 contacted and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can carry out bulk actions such as deleting and sharing too uh another thing with srix on top you will have the ability to see we have private choice we have these three dots where we can find these phases Combinations and automation this is among the important ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer information for notices for automations customized constructs and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they very easily and develop our CSV files likewise now I can switch to my various folders that we have here and I can produce a new pipeline we can switch to our basic Gmail very easily from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our combine emails now with our so this is the combine e-mail and with combine email what happens is I can really produce a follow-up emails and various storage emails here and we have active advises so using is really easy you can start free of charge by just including the combination and now you understand how to utilize as a total beginner don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me provide some context about my profession and how it connects to. As an independent journalist, I have actually dealt with many customers, handled numerous tasks all at once, and maintained a substantial network of contacts. Balancing these responsibilities can be overwhelming, and I recognized the requirement for a central system to simplify my operations.
In my mission for a solution, I checked out various platforms but discovered them to be either too complex or too expensive for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly integrates with Gmail, making it ideal for freelance reporters who heavily count on email communication. Here are some essential benefits of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Organization:.
permits you to track and organize your emails easily, giving you a clear summary of your interactions with customers, leads, and partners.
You can develop personalized pipelines straight within your inbox, making it easy to keep track of the progress and handle of your jobs and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to envision and handle your sales process from list building to job completion.
You can categorize contacts, create custom phases, set tips, and track interactions, making sure that no opportunity slips through the fractures.
Smooth Partnership and Team Effort:.
assists in cooperation by enabling you to share pipelines and interact with team members within the platform.
You can appoint tasks, share essential emails, and work together in real-time, improving productivity and guaranteeing everybody remains on the exact same page.
‘s versatile workflow system allows you to tailor your pipelines and automate repetitive tasks.
You can create design templates for common email responses, schedule follow-ups, and established tips, saving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, provides advantages in terms of coding and software advancement. Here’s how:.
offers a robust API and comprehensive designer paperwork, making it simple to incorporate with other tools and construct custom solutions.
This flexibility enables independent journalists with coding abilities to extend the performance of and tailor it to their particular requirements.
Project Management for Software Advancement:.
‘s pipeline feature can be adapted to manage software advancement projects, from ideation to deployment.
You can develop customized phases for different development phases, appoint jobs to team members, and track development effectively.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and easy-to-use functions, lessening the learning curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collaborative functions that boost team effort and communication.
Developer-friendly API for integration and customization.
Cost-effective option for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation features.
Dependence on Gmail for full performance, limiting compatibility with other email providers.
Comparison with HubSpot CRM:.
While deals considerable benefits for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more budget friendly solution, particularly for freelancers and small businesses.
HubSpot has a complimentary variation, however advanced features require a higher-tier paid membership.
Features and Intricacy:.
provides a more extensive suite of features, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, using a structured experience.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is advantageous for users heavily reliant on email interaction.
As a freelance journalist, handling your hiring procedure and customer relationships is paramount to your success. offers a economical and instinctive service that effortlessly incorporates with Gmail, enabling you to improve your operations and concentrate on your craft. While it may not have the innovative functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a material, editor, or author developer, can empower you to take control of your freelance journalism career by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.