As a skilled freelance reporter, I understand the challenges of managing jobs, tracking leads, and supporting client relationships. In this short article, I will dig into the advantages of utilizing for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for novices hey men welcome back in this video I will be showing you how to utilize Streak Crm For Excel And Google Sheets for your client relations partnership communication and much more so let’s get into it to start with you need to go to streak.com and you will arrive on this site right here now is a kind of CRM that we can add to our simple Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is truly amazing and I’ll show you how to do that as a complete novice it will help you personalize a perfect process for your team and you will have the ability to get your work done now let’s really get into the process now is available as an extension and it’s totally totally free so once you get to the site you’ll get this alternative 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 add to Chrome click ADD extension and your extension will be added 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 just sign in make certain to sign.
into the same Gmail that you have added the uh you know streak to now it will ask you for your access and we’re gon na simply scroll down and click on enable after including this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting recently seen all tracked e-mails 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 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 employing so this is where we’ll go produce a new pipeline let’s really do that you will click brand-new pipeline here and we have various alternatives to start with we have the stages so this is where you will pick these phases for your pipeline and you can actually we have a lead called pitched demonstration working out close phone closed uh you understand then we have supporting alright then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority market deal size company size close rate email thread count days and state and keeps in mind so if you wish to add another phase you will click this Plus at the top and you will offer your stage a name let’s say that you really wanted to create another um you know phase 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 in fact pick various colors for each of the stages however I think all of these are actually already created so this is actually pretty excellent what I will do is I will actually eliminate this one and if you seem like there is um I think pitched and demo are type of like the exact 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 then we have negotiating 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 different fields that you want so you will click this plus here and we have free 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 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 in fact rearrange and put the notes here okay e-mail thread count close date alright business’s size offer size and Company size all right let’s get rid of the company size and I’m gon na in fact find something else within the basic where we have created by date developed followers and more so I in fact wish to choose the produced.
by or maybe the fans due to the fact that I want to keep track of my employee that are really following this so I will you know put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a lot of choices offered within streak is in fact one of the simplest and among the most uh you know flexible out there it’s very easy to use with templates we have projects too within my project once again if I didn’t wish to opt for these sales if I made with projects then I can opt for the project stages right here and once again the fields the process is going to be comparable you will choose these phases from here on this plus button here and you can likewise provide it different various colors we also have service Dev here you can see then we have working with so if you do working with then this is going to be your stages job search investor fundraising others property support and custom-made So within our assistance you can see we have inbound appointed working on solved and noise this is actually respectable and we likewise have customized where I can in fact start something from the scratch completely according to my company for me we simply 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 a staff member so I’m going to choose the shared one here and click on create now it will just take a 2nd for a street to create a pipeline for me so you can see this actually looks pretty good now I will have the ability to add my Lead Series so you can actually click this fall and we have handle stage or rename so as I proceed as I add various leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click the top here add a box so click ADD box here and I’m going to include a box in the lead area here and let’s just call it new and click enter so now you can see we have one lead created 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 brand-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 just gon na work by doing this now you can see we have 2 leads then let’s state there was a called as well there’s one negotiating so I’ll just simply click brand-new now when you create a lead we can in fact click on this link and it will now open the different fields that we added so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we produced remember and after that we have welcome teammates so from here I can welcome the staff member we have include columns we have e-mails files and comments you can change to the emails and it will reveal you the emails that you got in files we can even upload files and then we have the comments 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 once you’re finished with this you can really click on get in and it will be closed now it will reveal 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 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 erasing and sharing as well uh one more thing with srix on top you will be able to see we have personal option we have these three dots where we can discover these phases Combinations and automation this is one of the essential ones click on this link and you’ll have the ability to in fact incorporate um other apps within yourr transfer data for notifications for automations custom-made develops and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely easily and produce our CSV files similarly now I can change to my different 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 likewise show me the emails that I will be receiving for my pipelines that I have created we will even have our merge e-mails now with our so this is the merge email and with combine e-mail what takes place is I can actually develop a follow-up emails and various storage emails here and we have active advises so using is truly easy you can get started free of charge by simply including the combination and now you know how to use as a total newbie don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me offer some context about my career and how it relates to. As an independent reporter, I’ve dealt with various customers, handled several tasks simultaneously, and maintained a comprehensive network of contacts. Balancing these obligations can be overwhelming, and I recognized the need for a central system to improve my operations.
In my mission for a solution, I checked out different platforms but found them to be either too expensive or too complicated for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly integrates with Gmail, making it perfect for self-employed reporters who greatly depend on email interaction. Here are some key benefits of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Organization:.
enables you to track and arrange your emails easily, offering you a clear summary of your communications with clients, leads, and collaborators.
You can produce adjustable pipelines straight within your inbox, making it simple to manage and keep track of the development of your jobs and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to imagine and manage your sales procedure from list building to job conclusion.
You can categorize contacts, develop custom-made phases, set reminders, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Cooperation and Teamwork:.
helps with partnership by permitting you to share pipelines and communicate with staff member within the platform.
You can appoint tasks, share important emails, and collaborate in real-time, enhancing performance and guaranteeing everyone remains on the same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repetitive jobs.
You can produce design templates for typical e-mail reactions, schedule follow-ups, and set up tips, conserving 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:.
supplies a robust API and substantial designer documents, making it easy to integrate with other tools and develop custom options.
This versatility allows independent journalists with coding abilities to extend the performance of and tailor it to their specific needs.
Project Management for Software Application Advancement:.
‘s pipeline function can be adapted to manage software application advancement jobs, from ideation to release.
You can develop customized phases for different advancement stages, designate tasks to team members, and track development effectively.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and user friendly functions, lessening the discovering curve.
Customizable pipelines and workflows to adapt to private requirements.
Collective features that enhance team effort and communication.
Developer-friendly API for combination and modification.
Cost-effective service for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for full performance, limiting compatibility with other email companies.
Comparison with HubSpot CRM:.
While deals considerable advantages for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more budget-friendly service, especially for freelancers and small businesses.
HubSpot has a free version, but advanced features require a higher-tier paid subscription.
Functions and Complexity:.
offers a more comprehensive suite of features, including innovative marketing automation and analytics.
concentrates on simpleness and ease of use, using a streamlined experience.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is beneficial for users heavily reliant on e-mail interaction.
As an independent reporter, handling your hiring process and customer relationships is paramount to your success. offers a user-friendly and affordable solution that effortlessly incorporates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it might not have the advanced functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re an editor, material, or writer developer, can empower you to take control of your freelance journalism profession by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.