As an experienced freelance journalist, I understand the difficulties of managing projects, tracking leads, and nurturing client relationships. In this article, I will dive into the advantages of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey people invite back in this video I will be showing you how to use Streak Crm C’est Quoi for your client relations collaboration communication and far more so let’s enter into it firstly you require to go to streak.com and you will arrive at this website right here now is a sort of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is truly amazing and I’ll reveal you how to do that as a complete beginner it will assist you customize an ideal process for your group and you will be able to get your work done now let’s really get into the procedure now is offered as an extension and it’s entirely free so once you get to the website you’ll get this option here which is add 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 on contribute to Chrome click ADD extension and your extension will be included okay it’s done and now it is adding 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 make sure to sign.
into the very same Gmail that you have actually included 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 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 recently seen all tracked emails 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 resembles our new dashboard for here I’ll be able to create a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go develop a brand-new pipeline let’s actually do that you will click brand-new pipeline here and we have different options to start with we have the stages so this is where you will choose these phases for your pipeline and you can really we have actually a lead called pitched demonstration working out 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 e-mail from lead Source top priority industry 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 on this Plus on top and you will provide your stage a name let’s say that you in fact wanted to develop another um you understand stage here for example let’s say I didn’t have no strings so I can create right here.
and you can provide it your color so we can actually choose various colors for each of the stages but I believe all of these are really already developed so this is actually quite 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 demonstration are sort of like the same thing we simply choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is in fact let’s get rid of the demo 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 stages then I will scroll down to the fields here with each pipeline what are the various fields that you want so you will click this plus here and we have complimentary kind a date check box fall General e-mail email tracking task calls and meetings 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 reorganize and put the notes here all right e-mail thread count close date alright business’s size offer size and Business size all right let’s eliminate the business size and I’m gon na really find something else within the basic where we have created by date created followers and more so I really want to opt for the developed.
by or maybe the followers due to the fact that I wish to track my team members 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 options offered within streak is actually among the most convenient and one of the most uh you understand flexible out there it’s very easy to use with templates we have projects too within my project again if I didn’t wish to opt for these sales if I made with projects then I can go with the job phases right here and again the fields the procedure is going to be similar you will select these phases from here on this plus button here and you can likewise provide it different various colors we likewise have business Dev here you can see then we have working with so if you do working with then this is going to be your phases job search investor fundraising others realty support and custom So within our support you can see we have actually inbound appointed working on resolved and noise this is in fact pretty good and we also have custom-made where I can in fact start something from the scratch completely according to my service for me we simply have the sales so I’m gon na go with the sales here and click on develop personal or.
shared so I will be sharing this with a team member so I’m going to go with 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 pretty good now I will be able to add my Lead Series so you can in fact click on this fall and we have manage phase 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 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 include a box in the lead area here and let’s just call it brand-new and click on get in so now you can see we have 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 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 but I’m just for now I’m just gon na work in this manner now you can see we have 2 leads then let’s say there was a gotten in touch with as well there’s one working out so I’ll just merely click new now once you produce a lead we can in fact click on this link and it will now open the various fields that we added so this is a new Elite that I developed and we have all of these different columns we have the fields that we developed keep in mind and after that we have invite teammates so from here I can invite the employee we have include columns we have e-mails files and comments 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 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 develop a lead within your when you’re finished with this you can actually click on go into and it will be closed now it will reveal you something like this we have all of our information 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 choose various leads from here the stages and we can perform bulk actions such as erasing and sharing also uh another thing with srix at the top you will be able to see we have private choice we have these three dots where we can find these stages Integrations and automation this is among the essential ones click here and you’ll be able to really integrate um other apps within yourr transfer information for alerts for automations custom constructs and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they extremely easily and create our CSV files likewise now I can switch 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 likewise reveal me the emails that I will be receiving for my pipelines that I have actually produced we will even have our merge e-mails now with our so this is the combine email and with combine e-mail what occurs is I can really develop a follow-up emails and different storage emails here and we have active instructs so using is actually simple you can begin totally free by just adding the integration and now you understand how to utilize as a complete newbie don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me supply some context about my career and how it relates to. As a self-employed reporter, I’ve dealt with many clients, managed several tasks at the same time, and preserved a substantial network of contacts. Juggling these duties can be overwhelming, and I recognized the need for a centralized system to improve my operations.
In my mission for an option, I checked out various platforms but found them to be either too expensive or too complex 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 effortlessly incorporates with Gmail, making it perfect for independent reporters who heavily count on e-mail interaction. Here are some key advantages of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Organization:.
permits you to track and organize your e-mails easily, offering you a clear introduction of your interactions with clients, leads, and collaborators.
You can develop adjustable pipelines straight within your inbox, making it simple to manage and keep an eye on the progress of your assignments and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and handle your sales process from lead generation to job conclusion.
You can categorize contacts, create custom-made stages, set tips, and track interactions, ensuring that no chance slips through the cracks.
Smooth Collaboration and Teamwork:.
assists in partnership by allowing you to share pipelines and interact with staff member within the platform.
You can appoint tasks, share essential emails, and team up in real-time, enhancing performance and making sure everybody stays on the same page.
Adjustable Workflows:.
‘s flexible workflow system allows you to customize your pipelines and automate repetitive jobs.
You can develop templates for typical e-mail reactions, schedule follow-ups, and established tips, saving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, provides benefits in terms of coding and software development. Here’s how:.
Developer-Friendly Integration:.
provides a robust API and comprehensive designer paperwork, making it simple to incorporate with other tools and build custom solutions.
This flexibility permits independent reporters with coding skills to extend the functionality of and tailor it to their particular needs.
Project Management for Software Application Development:.
‘s pipeline feature can be adjusted to handle software application development jobs, from ideation to implementation.
You can create customized phases for different development phases, designate jobs to team members, and track development efficiently.
Benefits and drawbacks of
Pros:.
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and user friendly features, lessening the discovering curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collaborative features that improve team effort and communication.
Developer-friendly API for integration and modification.
Cost-efficient service for freelancers and small companies.
Cons:.
Limited reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation functions.
Reliance on Gmail for full functionality, limiting compatibility with other email providers.
Contrast with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
Cost:.
offers a more inexpensive solution, especially for freelancers and small businesses.
HubSpot has a totally free variation, however advanced functions need a higher-tier paid membership.
Functions and Intricacy:.
provides a more detailed suite of features, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Combination:.
Both and incorporate with numerous third-party tools.
‘s seamless combination with Gmail is helpful for users greatly reliant on e-mail interaction.
Conclusion:.
As a freelance reporter, handling your hiring procedure and client relationships is critical to your success. deals a instinctive and cost effective option that perfectly incorporates with Gmail, enabling you to improve your operations and concentrate on your craft. While it may not have the advanced features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a material, writer, or editor creator, can empower you to take control of your freelance journalism career by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.