As an experienced freelance reporter, I understand the challenges of managing projects, tracking leads, and supporting client relationships. In this post, I will delve into the advantages of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for novices hey people invite back in this video I will be revealing you how to use Streak Crm Guida for your client relations cooperation interaction and far more so let’s enter it first of all 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 simple Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is truly incredible and I’ll reveal you how to do that as a total novice it will assist you tailor an ideal procedure for your team and you will have the ability to get your work done now let’s really get into the process now is offered as an extension and it’s entirely totally free so when you get to the website you’ll get this alternative here which is add 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 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 simply check in make certain to sign.
into the very 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 simply scroll down and click on allow after adding this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting just recently viewed all tracked emails and updated reply and after that we have this brand-new option 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 is like our new dashboard for here I’ll be able to develop a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go create a new pipeline let’s actually do that you will click new pipeline here and we have different 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 gotten in touch with pitched demonstration negotiating close phone closed uh you know then we have supporting fine then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern industry offer size business size close rate e-mail 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 state that you in fact wished to produce another um you know phase here for example let’s state I didn’t have no strings so I can create right here.
and you can offer it your color so we can in fact select various colors for each of the stages but I think all of these are really already produced so this is really quite impressive what I will do is I will actually get rid of this one and if you seem like there is um I believe 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 actually demo two what I’ll do is in fact let’s get rid of the demo here and after that 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 this plus here and we have free kind a date check box drop down General email email tracking task calls and conferences so I don’t 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 out on and I’ll really reorganize and put the notes here all right e-mail thread count close date fine business’s size offer size and Business size all right let’s eliminate the company size and I’m gon na actually find something else within the basic where we have actually produced by date produced followers and more so I in fact wish to choose the produced.
by or possibly the fans because I wish to monitor my employee 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 choices offered within streak is in fact among the easiest and one of the most uh you know versatile out there it’s extremely easy to use with templates we have jobs too within my project again if I didn’t wish to choose these sales if I made with projects then I can go with the job stages right here and once again the fields the process is going to be similar you will select these stages from here on this plus button here and you can likewise give it various different colors we likewise have company Dev here you can see then we have hiring so if you do working with then this is going to be your stages job search investor fundraising others real estate support and custom So within our assistance you can see we have incoming designated dealing with resolved and noise this is in fact respectable and we likewise have custom where I can in fact start something from the scratch absolutely according to my business for me we simply have the sales so I’m gon na choose the sales here and click on produce private or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click develop now it will simply take a second for a street to produce a pipeline for me so you can see this in fact looks respectable now I will be able to add my Lead Series so you can really click this drop down and we have manage phase or relabel so as I proceed as I add different leads here what I I will do is I’ll just simply click and I’ll be able to add it click the top here add a box so click ADD box here and I’m going to add a box in the lead section here and let’s just call it new and click go into so now you can see we have one lead produced let’s state that there is actually closed one so I’m going to include one here let’s just for now let’s call it brand-new I’m going to add another lead let’s call it brand-new two 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 this way now you can see we have two leads then let’s say there was a gotten in touch with as well there’s one negotiating so I’ll just simply click on brand-new now once you create a lead we can actually click here and it will now open the various fields that we added so this is a new Elite that I created 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 invite the team members we have include columns we have e-mails files and comments you can switch to the e-mails and it will show you the e-mails that you got in files we can even submit files and then we have the comments at the top here again we have the call log we have our meeting notes and we even have our.
attachments so this is how you create a lead within your when you’re finished with this you can in fact click go into and it will be closed now it will show 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 gotten in touch with 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 carry out bulk actions such as erasing and sharing too uh one more thing with srix on top you will have the ability to see we have personal alternative we have these three dots where we can discover these stages Combinations and automation this is among the crucial ones click on this link and you’ll be able to really incorporate um other apps within yourr transfer information for notices for automations custom constructs and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they really easily and produce our CSV files similarly now I can change to my different folders that we have here and I can create a brand-new pipeline we can change to our easy Gmail very quickly from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have actually developed we will even have our combine e-mails now with our so this is the combine e-mail and with merge email what occurs is I can in fact develop a follow-up emails and various storage emails here and we have active advises so utilizing is actually easy you can get started free of charge by simply adding the combination and now you know how to utilize as a total newbie don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me provide some context about my career and how it connects to. As a freelance journalist, I have actually dealt with various customers, handled numerous jobs simultaneously, and kept an extensive network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the requirement for a central system to streamline my operations.
In my mission for a service, I explored numerous platforms but discovered them to be either too complex or too costly 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 customer relationship management tool that effortlessly incorporates with Gmail, making it ideal for independent reporters who greatly rely on e-mail communication. Here are some essential advantages of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Company:.
allows you to track and arrange your e-mails effortlessly, providing you a clear summary of your interactions with clients, leads, and collaborators.
You can create customizable pipelines directly within your inbox, making it easy to monitor the progress and handle of your assignments and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to envision and manage your sales process from list building to job conclusion.
You can classify contacts, produce custom stages, set suggestions, and track interactions, guaranteeing that no opportunity slips through the fractures.
Seamless Cooperation and Team Effort:.
assists in cooperation by permitting you to share pipelines and interact with staff member within the platform.
You can assign tasks, share important emails, and team up in real-time, boosting productivity and ensuring everyone remains on the very same page.
Customizable Workflows:.
‘s versatile workflow system enables you to personalize your pipelines and automate repeated jobs.
You can create design templates for typical e-mail actions, schedule follow-ups, and set up pointers, saving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, provides advantages in terms of coding and software application advancement. Here’s how:.
Developer-Friendly Integration:.
offers a robust API and extensive developer paperwork, making it easy to integrate with other tools and develop custom options.
This versatility allows freelance journalists with coding abilities to extend the functionality of and tailor it to their particular requirements.
Job Management for Software Application Development:.
‘s pipeline feature can be adjusted to manage software application development jobs, from ideation to deployment.
You can produce customized stages for different advancement stages, assign tasks to employee, and track progress effectively.
Pros and Cons of
Pros:.
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly user interface and easy-to-use functions, lessening the learning curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collective features that improve team effort and interaction.
Developer-friendly API for combination and customization.
Cost-effective option for freelancers and small companies.
Cons:.
Restricted reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for complete performance, restricting compatibility with other email providers.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
Expense:.
provides a more cost effective option, specifically for freelancers and small businesses.
HubSpot has a complimentary version, however advanced features require a higher-tier paid subscription.
Features and Intricacy:.
offers a more thorough suite of features, consisting of innovative marketing automation and analytics.
concentrates on simpleness and ease of use, offering a structured experience.
Combination:.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is beneficial for users greatly reliant on email communication.
Conclusion:.
As an independent reporter, managing your hiring process and client relationships is vital to your success. offers a user-friendly and cost effective option that perfectly integrates with Gmail, allowing you to streamline your operations and focus on your craft. While it may not have the innovative functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a author, material, or editor creator, can empower you to take control of your freelance journalism profession by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.