As a seasoned freelance reporter, I understand the challenges of handling jobs, tracking leads, and supporting client relationships. In this short article, I will dive into the benefits of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for novices hey guys invite back in this video I will be revealing you how to use Streak Crm If Then Tree for your customer relations collaboration interaction and much more so let’s enter into it firstly you require to go to streak.com and you will land on this site right here now is a sort of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is actually incredible and I’ll reveal you how to do that as a complete beginner it will assist you customize a best procedure for your team and you will be able to get your work done now let’s really get into the process now is offered as an extension and it’s entirely complimentary so once you get to the site you’ll get this option 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 add to Chrome click ADD extension and your extension will be added alright it’s done and now it is adding to Gmail and it will take me directly 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 certain to sign.
into the exact same Gmail that you have actually added the uh you know streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click on permit after including this is what your Gmail will look like now you can see here in our basic you know folders we are getting just recently viewed all tracked e-mails and upgraded reply and after that we have this new choice 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 be able to produce a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go develop a new pipeline let’s actually do that you will click new pipeline here and we have various options to start with we have the stages so this is where you will choose these phases for your pipeline and you can actually we have actually a lead gotten in touch with pitched demo working out close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last email 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 phase you will click this Plus at the top and you will provide your stage a name let’s say that you really wished to develop another um you understand phase here for example let’s say I didn’t have no strings so I can produce right here.
and you can provide it your color so we can really pick various colors for each of the stages but I think all of these are in fact already produced so this is actually quite outstanding 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 kind of like the very same thing we simply go with the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s get rid of the demo 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 phases 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 free form a date check box fall General email email tracking task calls and conferences 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 opt for this one here this is the field that was really missing and I’ll in fact reorganize and put the notes here all right email thread count close date fine company’s size deal size and Company size fine let’s eliminate the company size and I’m gon na in fact find something else within the basic where we have produced by date created followers and more so I really wish to go for the produced.
by or perhaps the followers because I want to track my employee that are actually following this so I will you know 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 available within streak is really among the easiest and among the most uh you understand versatile out there it’s extremely easy to use with design templates we have tasks too within my project once again if I didn’t want to choose these sales if I finished with projects then I can choose the job 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 also offer it different various colors we also have organization 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 realty assistance and customized So within our support you can see we have actually incoming designated dealing with solved and noise this is in fact pretty good and we likewise have custom-made where I can really start something from the scratch totally according to my business for me we simply have the sales so I’m gon na opt for the sales here and click on produce private or.
shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click on develop now it will simply take a 2nd for a street to develop a pipeline for me so you can see this actually looks pretty good now I will be able to include my Lead Series so you can in fact click this drop down and we have handle phase or relabel so as I continue as I include different leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click on the top here add a box so click on 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 get in so now you can see we have one lead produced 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 brand-new I’m going to include another lead let’s call it brand-new two we can actually open this up in a new tab from here too but I’m just for now I’m simply gon na work by doing this now you can see we have 2 leads then let’s say there was a contacted as well there’s one negotiating so I’ll just simply click on new now as soon as you produce a lead we can actually click here and it will now open the various fields that we added so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we produced keep in mind and after that we have invite teammates so from here I can invite the staff member we have add columns we have emails files and comments you can switch to the e-mails and it will show you the emails 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 on go into and it will be closed now it will reveal you something like this we have all of our data gathered here and at the top we’re getting our account such as two leads one called 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 carry out bulk actions such as deleting and sharing as well uh another thing with srix at the top you will have the ability to see we have private alternative we have these 3 dots where we can discover these phases Integrations and automation this is one of the essential ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer data for alerts for automations custom-made builds and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they extremely easily and create our CSV files similarly now I can change to my various folders that we have here and I can develop a new pipeline we can change to our basic Gmail very easily from here and it will also reveal me the emails that I will be getting for my pipelines that I have produced we will even have our merge e-mails now with our so this is the merge e-mail and with merge email what occurs is I can actually develop a follow-up emails and various storage e-mails here and we have active advises so using is truly simple you can get going for free by simply adding the combination and now you know how to use as a total novice don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me provide some context about my profession and how it associates with. As an independent journalist, I’ve dealt with numerous customers, managed multiple tasks concurrently, and maintained a comprehensive network of contacts. Juggling these duties can be frustrating, and I recognized the need for a centralized system to simplify my operations.
In my mission for a solution, I explored various platforms but found them to be either too intricate or too pricey for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly incorporates with Gmail, making it ideal for self-employed reporters who greatly rely on e-mail interaction. Here are some crucial advantages of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Organization:.
enables you to track and organize your emails easily, giving you a clear introduction of your interactions with customers, leads, and collaborators.
You can produce personalized pipelines straight within your inbox, making it simple to monitor the development and handle of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to envision and handle your sales process from list building to job conclusion.
You can categorize contacts, develop customized stages, set tips, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Partnership and Teamwork:.
helps with partnership by permitting you to share pipelines and communicate with team members within the platform.
You can appoint jobs, share crucial emails, and work together in real-time, improving productivity and making sure everybody stays on the very same page.
‘s flexible workflow system enables you to personalize your pipelines and automate recurring jobs.
You can produce templates for common e-mail responses, schedule follow-ups, and set up suggestions, conserving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, uses advantages in terms of coding and software advancement. Here’s how:.
supplies a robust API and substantial designer documentation, making it simple to integrate with other tools and develop customized services.
This flexibility allows independent reporters with coding abilities to extend the performance of and tailor it to their specific requirements.
Project Management for Software Application Advancement:.
‘s pipeline function can be adapted to manage software application development jobs, from ideation to implementation.
You can produce custom phases for different advancement stages, assign tasks to employee, and track progress effectively.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and user friendly functions, lessening the learning curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collective features that boost teamwork and communication.
Developer-friendly API for integration and customization.
Cost-effective solution for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for complete performance, limiting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While deals substantial benefits for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more economical service, specifically for freelancers and small businesses.
HubSpot has a totally free version, however advanced features require a higher-tier paid membership.
Functions and Intricacy:.
offers a more extensive suite of features, consisting of sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is useful for users greatly reliant on email communication.
As a self-employed reporter, managing your hiring procedure and client relationships is vital to your success. offers a budget friendly and instinctive option that effortlessly incorporates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it might not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a writer, 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 impact of Streak CRM in your freelance journalism ventures.