As an experienced freelance reporter, I comprehend the challenges of managing projects, tracking leads, and supporting client relationships. In this post, I will dive into the benefits of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for newbies hey people welcome back in this video I will be revealing you how to utilize Streak Crm Privacy Policy for your customer relations cooperation communication and much more so let’s enter it firstly you need to go to streak.com and you will land on this site right here now is a kind of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is really fantastic and I’ll show you how to do that as a total novice it will assist you tailor an ideal process for your team and you will have the ability to get your work done now let’s in fact enter the procedure now is readily available as an extension and it’s entirely free so when you get to the website you’ll get this choice 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 contribute to Chrome click on ADD extension and your extension will be added 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 just sign in make certain to sign.
into the exact 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 allow after including this is what your Gmail will appear like now you can see here in our easy you know folders we are getting just recently seen all tracked e-mails and upgraded reply and after that we have this 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 resembles our brand-new dashboard for here I’ll be able 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 new pipeline let’s really do that you will click on new pipeline here and we have different alternatives firstly we have the stages so this is where you will pick these phases for your pipeline and you can in fact we have a lead gotten in touch with pitched demo negotiating close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority market offer size business size close rate e-mail thread count days and state and notes so if you wish to add another phase you will click on this Plus on top and you will give your stage a name let’s state that you in fact wanted to produce another um you understand phase here for instance let’s state I didn’t have no strings so I can create right here.
and you can provide it your color so we can in fact choose different colors for each of the stages however I think all of these are really already created so this is in fact quite excellent what I will do is I will in fact eliminate this one and if you feel like there is um I believe pitched and demonstration are kind of like the very same thing we just opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s get rid of 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 stages 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 totally free type a date check box fall General email e-mail tracking job 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 alright company’s size offer size and Business size all right let’s eliminate the company size and I’m gon na really discover something else within the basic where we have actually produced by date produced fans and more so I really wish to choose the produced.
by or maybe the followers since I want to track my staff member 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 wanted for my pipeline now you can see there are a great deal of choices offered within streak is actually among the easiest and one of the most uh you know flexible out there it’s extremely easy to use with templates we have tasks too within my task once again if I didn’t want to opt for these sales if I made with projects then I can go with the task phases right here and once again the fields the process is going to be similar you will pick these stages from here on this plus button here and you can likewise give it different various colors we also have organization Dev here you can see then we have working with so if you do employing then this is going to be your phases job search investor fundraising others realty assistance and custom So within our assistance you can see we have actually incoming appointed dealing with solved and noise this is actually respectable and we also have custom-made where I can in fact start something from the scratch completely according to my company for me we merely have the sales so I’m gon na choose the sales here and click create personal or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click produce now it will simply take a 2nd for a street to create a pipeline for me so you can see this in fact looks respectable now I will have the ability to add my Lead Series so you can actually click this fall and we have manage phase or rename so as I continue as I include various leads here what I I will do is I’ll just simply click and I’ll be able to add it click on the top here include a box so click ADD box here and I’m going to include 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 actually one lead created 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 include another lead let’s call it brand-new 2 we can really open this up in a 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 say there was a gotten in touch with as well there’s one negotiating so I’ll just merely click brand-new now when you produce a lead we can in fact click here and it will now open 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 created remember and then we have welcome teammates so from here I can invite the team members we have include columns we have emails files and remarks you can change to the e-mails and it will reveal you the e-mails that you got in files we can even publish files and then we have the comments 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 once you’re made with this you can actually click go into and it will be closed now it will show 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 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 deleting and sharing too 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 stages Integrations and automation this is one of the important ones click here and you’ll be able to actually incorporate um other apps within yourr transfer data for notifications for automations customized constructs and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they very easily and create our CSV files likewise now I can change to my different folders that we have here and I can create a new pipeline we can switch to our simple Gmail extremely easily from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have actually created we will even have our merge emails now with our so this is the merge email and with merge email what happens is I can in fact create a follow-up e-mails and different storage e-mails here and we have active advises so using is really easy you can get going for 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 supply some context about my profession and how it relates to. As a self-employed journalist, I’ve worked with numerous clients, handled multiple jobs concurrently, and preserved a substantial network of contacts. Balancing these responsibilities can be frustrating, and I acknowledged the requirement for a central system to improve my operations.
In my mission for a solution, I checked out numerous platforms however discovered them to be either too complex or too costly for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly integrates with Gmail, making it ideal for independent journalists who heavily count on email communication. Here are some key advantages of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Organization:.
allows you to track and organize your e-mails effortlessly, offering you a clear introduction of your interactions with customers, leads, and collaborators.
You can produce adjustable pipelines directly within your inbox, making it easy to manage and monitor the development of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to picture and handle your sales procedure from lead generation to project conclusion.
You can categorize contacts, create custom phases, set tips, and track interactions, making sure that no chance slips through the fractures.
Smooth Cooperation and Teamwork:.
facilitates partnership by enabling you to share pipelines and interact with employee within the platform.
You can appoint tasks, share crucial emails, and work together in real-time, improving productivity and guaranteeing everyone remains on the very same page.
Customizable Workflows:.
‘s versatile workflow system allows you to customize your pipelines and automate repeated tasks.
You can create templates for common e-mail responses, schedule follow-ups, and set up tips, saving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, uses advantages in regards to coding and software application development. Here’s how:.
Developer-Friendly Combination:.
supplies a robust API and extensive designer paperwork, making it easy to incorporate with other tools and develop custom-made options.
This flexibility enables self-employed journalists with coding skills to extend the functionality of and tailor it to their particular requirements.
Job Management for Software Advancement:.
‘s pipeline feature can be adjusted to manage software development tasks, from ideation to deployment.
You can produce custom-made stages for different development phases, assign jobs to team members, and track development efficiently.
Pros and Cons of
Pros:.
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Instinctive interface and easy-to-use functions, reducing the finding out curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collective functions that enhance teamwork and interaction.
Developer-friendly API for combination and personalization.
Economical solution for freelancers and small companies.
Cons:.
Minimal reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation functions.
Reliance on Gmail for complete functionality, restricting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
Expense:.
provides a more inexpensive solution, particularly for freelancers and small companies.
HubSpot has a totally free version, however advanced features require a higher-tier paid membership.
Features and Intricacy:.
supplies a more extensive suite of features, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Combination:.
Both and integrate with numerous third-party tools.
‘s seamless integration with Gmail is useful for users heavily reliant on email interaction.
Conclusion:.
As a freelance journalist, managing your hiring process and customer relationships is paramount to your success. offers a intuitive and economical service that flawlessly incorporates with Gmail, enabling you to streamline your operations and focus on your craft. While it might not have the advanced features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a material, author, or editor creator, can empower you to take control of your freelance journalism profession by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.