As a seasoned freelance reporter, I comprehend the obstacles of handling projects, tracking leads, and supporting client relationships. In this article, I will dig into the benefits of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for novices hey guys invite back in this video I will be showing you how to use Streak Crm Experts 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 on this site right here now is a sort of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is really remarkable and I’ll show you how to do that as a total novice it will assist you tailor a perfect 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 offered as an extension and it’s completely totally free so as soon as you get to the site you’ll get this choice here which is contribute 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 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 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 simply sign in make sure to sign.
into the same Gmail that you have included the uh you understand streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click 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 viewed all tracked e-mails and updated reply and then 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 combines so you can see this resembles our brand-new control panel for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales 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 brand-new pipeline here and we have various options first of all we have the stages so this is where you will select these phases for your pipeline and you can actually we have actually a lead called pitched demo working out close phone closed uh you know then we have supporting alright then we have Fields so in fields we have a date of last e-mail last email from lead Source concern industry deal size company size close rate email thread count days and state and notes so if you want to add another phase you will click this Plus at the top and you will give your phase a name let’s state that you actually wanted to develop another um you know stage here for instance let’s state I didn’t have no strings so I can develop right here.
and you can offer it your color so we can actually choose various colors for each of the stages however I believe all of these are in fact already developed so this is actually quite remarkable what I will do is I will actually eliminate this one and if you feel like there is um I think pitched and demonstration are type of like the same thing we simply go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s get rid of the demonstration here and then we have working out with negotiating I can go with 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 on this plus here and we have complimentary type a date check box fall General email 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 opt for this one here this is the field that was actually missing and I’ll actually rearrange and put the notes here fine e-mail thread count close date okay company’s size offer size and Business size alright let’s get rid of the company size and I’m gon na in fact find something else within the general where we have actually developed by date produced fans and more so I actually wish to choose the produced.
by or perhaps the fans due to the fact that I want to monitor my staff member 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 alternatives offered within streak is in fact among the easiest and one of the most uh you understand flexible out there it’s really easy to use with templates we have tasks too within my project again if I didn’t wish to opt for these sales if I did with jobs then I can go with the project stages right here and once again the fields the process is going to be comparable you will select these stages from here on this plus button here and you can likewise offer it various various colors we also have company Dev here you can see then we have employing so if you do working with then this is going to be your phases job search investor fundraising others real estate support and custom-made So within our assistance you can see we have incoming designated working on fixed and noise this is actually pretty good and we also have custom where I can actually start something from the scratch absolutely according to my organization for me we just have the sales so I’m gon na choose the sales here and click produce personal 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 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 actually click this fall and we have manage stage or rename so as I continue as I include different leads here what I I will do is I’ll just simply click and I’ll be able to include it click the top here include a box so click ADD box here and I’m going to add a box in the lead section here and let’s simply call it new and click on enter so now you can see we have actually one lead developed let’s state 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 add another lead let’s call it brand-new 2 we can really open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work in this manner now you can see we have two leads then let’s state there was a called as well there’s one negotiating so I’ll just simply click brand-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 new Elite that I produced and we have all of these different columns we have the fields that we developed remember and then we have welcome teammates 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 e-mails and it will reveal you the e-mails that you got in files we can even submit files and then 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 as soon as you’re finished with this you can really click enter and it will be closed now it will reveal you something like this we have all of our information gathered here and at the top we’re getting our account such as 2 leads one gotten in touch with and something like this and this is where you will be getting your list we can select different 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 be able to see we have private alternative we have these 3 dots where we can discover these stages Combinations and automation this is among the important ones click on this link and you’ll have the ability to really integrate um other apps within yourr transfer data for notices for automations custom constructs and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they very easily and create our CSV files likewise now I can change to my different folders that we have here and I can develop a new pipeline we can change to our simple Gmail extremely quickly from here and it will also show 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 combine email what takes place is I can actually create a follow-up emails and different storage e-mails here and we have active instructs so utilizing is truly easy you can get going totally free by simply including the integration and now you know how to utilize as a total novice do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me offer some context about my profession and how it connects to. As a self-employed reporter, I’ve worked with various clients, handled numerous projects at the same time, and maintained an extensive network of contacts. Juggling these obligations can be overwhelming, and I recognized the need for a centralized system to improve my operations.
In my quest for a service, I explored numerous platforms but discovered them to be either too costly or too complicated for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly incorporates with Gmail, making it perfect for self-employed journalists who greatly count on email communication. Here are some key advantages of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Organization:.
permits you to track and arrange your e-mails effortlessly, providing you a clear summary of your communications with customers, leads, and partners.
You can create customizable pipelines directly within your inbox, making it easy to handle and monitor the development of your jobs and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to imagine and handle your sales process from lead generation to project conclusion.
You can categorize contacts, create custom stages, set pointers, and track interactions, guaranteeing that no chance slips through the cracks.
Seamless Partnership and Teamwork:.
facilitates cooperation by allowing you to share pipelines and communicate with team members within the platform.
You can appoint tasks, share crucial e-mails, and work together in real-time, enhancing performance and ensuring everybody stays on the very same page.
‘s flexible workflow system allows you to customize your pipelines and automate recurring tasks.
You can create design templates for typical email reactions, schedule follow-ups, and established reminders, conserving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, offers benefits in regards to coding and software application development. Here’s how:.
provides a robust API and substantial designer documentation, making it simple to integrate with other tools and construct custom services.
This flexibility permits self-employed reporters with coding abilities to extend the performance of and customize it to their particular requirements.
Task Management for Software Development:.
‘s pipeline feature can be adapted to handle software application development jobs, from ideation to implementation.
You can produce custom-made stages for different development stages, designate jobs to team members, and track progress effectively.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive user interface and user friendly functions, decreasing the discovering curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collective features that enhance team effort and communication.
Developer-friendly API for integration and personalization.
Cost-effective service for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for complete functionality, restricting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
offers a more budget friendly service, particularly for freelancers and small businesses.
HubSpot has a free variation, however advanced features require a higher-tier paid membership.
Features and Complexity:.
provides a more thorough suite of features, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, using a structured experience.
Both and integrate with numerous third-party tools.
‘s smooth integration with Gmail is useful for users greatly reliant on email communication.
As an independent journalist, managing your hiring procedure and client relationships is paramount to your success. offers a user-friendly and budget-friendly service that flawlessly incorporates with Gmail, allowing you to enhance your operations and focus on your craft. While it may not have the sophisticated functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a content, writer, or editor creator, can empower you to take control of your freelance journalism profession by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.