As an experienced freelance reporter, I comprehend the difficulties of handling projects, tracking leads, and nurturing customer relationships. In this article, I will dig into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey men invite back in this video I will be showing you how to utilize Streak Crm Custom Field Limit for your client relations partnership communication and far 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 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 really remarkable and I’ll reveal you how to do that as a total beginner it will help you personalize a perfect procedure for your group and you will be able to get your work done now let’s in fact get into the process now is offered as an extension and it’s totally complimentary so once you get to the site you’ll get this alternative 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 alright 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 check in make sure to sign.
into the 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 simply scroll down and click on permit after including this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting recently seen all tracked emails and updated reply and after that we have this brand-new alternative which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this resembles our new dashboard for here I’ll have the ability to create 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 brand-new pipeline let’s really do that you will click on new pipeline here and we have different choices first of all 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 contacted pitched demo negotiating close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last e-mail last email from lead Source priority industry deal size company size close rate e-mail thread count days and state and keeps in mind so if you want to include another stage you will click on this Plus at the top and you will offer your phase a name let’s state that you in fact wished to develop another um you know phase here for instance let’s state I didn’t have no strings so I can produce right here.
and you can provide it your color so we can actually pick different colors for each of the stages however I believe all of these are in fact already developed so this is really pretty outstanding what I will do is I will actually get rid of this one and if you seem like there is um I think pitched and demonstration are type of like the same thing we just go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is really 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 different fields that you desire so you will click this plus here and we have totally free form a date check box drop down General e-mail e-mail 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 really missing and I’ll really reorganize and put the notes here alright e-mail thread count close date fine company’s size offer size and Business size okay 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 created followers and more so I in fact wish to opt for the created.
by or possibly the fans due to the fact that I want to track my employee 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 readily available within streak is really among the simplest and among the most uh you know versatile out there it’s very easy to use with design templates we have tasks too within my project again if I didn’t wish to opt for these sales if I finished with tasks then I can go with the task stages right here and once again the fields the procedure is going to be similar you will pick these stages from here on this plus button here and you can likewise provide it different different colors we likewise have service Dev here you can see then we have hiring so if you do working with then this is going to be your phases task search investor fundraising others real estate assistance and customized So within our assistance you can see we have actually incoming appointed dealing with dealt with and sound this is really respectable and we likewise have custom-made where I can actually start something from the scratch completely according to my company for me we simply 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 opt for the shared one here and click create now it will just take a second for a street to develop 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 actually click this fall and we have manage phase or relabel 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 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 area here and let’s simply call it brand-new and click enter so now you can see we have actually one lead developed let’s say that there is in fact closed one so I’m going to include 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 2 we can actually open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s state there was a called also there’s one negotiating so I’ll just merely click new now as soon as you develop a lead we can really click here and it will now open up the various fields that we added so this is a brand-new Elite that I developed and we have all of these different columns we have the fields that we produced remember and after that we have welcome colleagues so from here I can welcome the staff member we have add columns we have e-mails files and remarks you can switch to the emails and it will show you the e-mails that you got in files we can even publish 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 once you’re done 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 two leads one gotten in touch with 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 carry out bulk actions such as erasing and sharing too uh another thing with srix at the top you will have the ability to see we have private choice we have these three dots where we can find these phases Integrations and automation this is among the crucial ones click on this link and you’ll be able to in fact integrate um other apps within yourr transfer data for notifications for automations custom constructs and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they really easily and produce our CSV files likewise now I can switch to my various folders that we have here and I can create a brand-new pipeline we can change to our simple Gmail very easily from here and it will also reveal me the emails that I will be receiving for my pipelines that I have actually created we will even have our combine emails now with our so this is the combine e-mail and with combine e-mail what takes place is I can really produce a follow-up emails and different storage emails here and we have active instructs so using is truly easy you can get going for free by simply adding the integration and now you understand how to utilize as a total beginner do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me provide some context about my career and how it relates to. As a freelance journalist, I’ve worked with many customers, handled several tasks simultaneously, and kept an extensive network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the requirement for a centralized system to streamline my operations.
In my quest for a solution, I explored various platforms however found them to be either too pricey or too intricate for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly integrates with Gmail, making it ideal for self-employed reporters who greatly rely on email communication. Here are some key benefits of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Organization:.
enables you to track and organize your emails effortlessly, offering you a clear overview of your communications with customers, leads, and collaborators.
You can develop adjustable pipelines straight within your inbox, making it simple to manage and keep track of the progress of your assignments and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to picture and handle your sales procedure from lead generation to job conclusion.
You can categorize contacts, develop custom-made phases, set suggestions, and track interactions, ensuring that no opportunity slips through the cracks.
Smooth Cooperation and Teamwork:.
helps with partnership by permitting you to share pipelines and interact with staff member within the platform.
You can assign tasks, share important e-mails, and work together in real-time, improving performance and making sure everybody stays on the exact same page.
‘s versatile workflow system allows you to tailor your pipelines and automate recurring jobs.
You can create templates for common e-mail responses, schedule follow-ups, and set up tips, conserving you valuable time and effort.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, provides advantages in regards to coding and software application development. Here’s how:.
offers a robust API and substantial developer documentation, making it easy to integrate with other tools and build customized options.
This versatility enables freelance journalists with coding abilities to extend the functionality of and tailor it to their specific requirements.
Job Management for Software Advancement:.
‘s pipeline function can be adjusted to handle software advancement jobs, from ideation to implementation.
You can create custom-made stages for various advancement stages, designate jobs to staff member, and track progress effectively.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive user interface and user friendly features, minimizing the finding out curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collaborative functions that boost team effort and communication.
Developer-friendly API for combination and modification.
Economical service for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation functions.
Reliance on Gmail for full performance, limiting compatibility with other email providers.
Comparison with HubSpot CRM:.
While deals significant benefits for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more cost effective option, particularly for freelancers and small companies.
HubSpot has a free variation, however advanced features require a higher-tier paid membership.
Functions and Intricacy:.
provides a more extensive suite of features, consisting of innovative marketing automation and analytics.
concentrates on simplicity and ease of use, providing a structured experience.
Both and integrate with numerous third-party tools.
‘s seamless combination with Gmail is advantageous for users heavily reliant on email communication.
As a self-employed journalist, managing your hiring process and customer relationships is critical to your success. offers a user-friendly and economical solution that effortlessly incorporates with Gmail, allowing you to enhance your operations and focus on your craft. While it may not have the innovative functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re an editor, writer, or content creator, can empower you to take control of your freelance journalism career by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.