As a seasoned freelance reporter, I understand the challenges of managing projects, tracking leads, and supporting client relationships. In this post, I will dive into the advantages of utilizing for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey guys welcome back in this video I will be showing you how to utilize Streak Crm Specialist for your client relations collaboration communication and much more so let’s get into it first off you need to go to streak.com and you will arrive at this site right here now is a kind of CRM that we can contribute 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 remarkable and I’ll show you how to do that as a complete newbie it will help you personalize an ideal process for your group and you will be able to get your work done now let’s in fact enter into the process now is offered as an extension and it’s totally complimentary so when you get to the website you’ll get this choice here which is contribute to Chrome and you’re.
going to pick this one now it will take you to Chrome dot google.com extensions and this is our extension here click contribute to Chrome click ADD extension and your extension will be included all right 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 check in make sure to sign.
into the very same Gmail that you have added the uh you understand streak to now it will ask you for your gain access to and we’re gon na just scroll down and click enable 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 seen all tracked emails and upgraded 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 resembles our new dashboard for here I’ll have the ability to create a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go produce a new pipeline let’s actually do that you will click on brand-new pipeline here and we have different options to start with 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 contacted pitched demo negotiating 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 e-mail from lead Source priority market offer size company size close rate email 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 give your stage a name let’s state that you really wanted to create another um you understand phase here for example let’s state I didn’t have no strings so I can develop right here.
and you can provide it your color so we can really pick different colors for each of the stages however I think all of these are really currently developed so this is in fact pretty impressive what I will do is I will really eliminate this one and if you feel like there is um I think pitched and demo are type of like the same thing we simply choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s eliminate the demonstration here and after that we have working out with negotiating I can choose 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 form a date check box fall 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 choose this one here this is the field that was really missing out on and I’ll actually rearrange and put the notes here okay email thread count close date all right company’s size deal size and Business size okay let’s eliminate the company size and I’m gon na actually discover something else within the general where we have produced by date created fans and more so I in fact want to choose the produced.
by or maybe the followers due to the fact that I want to keep an eye on my staff member 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 great deal of options available within streak is really one of the simplest and one of the most uh you understand versatile out there it’s really easy to use with design templates we have projects too within my task again if I didn’t want to choose 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 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 service Dev here you can see then we have employing so if you do hiring then this is going to be your stages task search financier fundraising others property support and customized So within our assistance you can see we have incoming appointed working on resolved and sound this is actually pretty good and we likewise have customized where I can in fact start something from the scratch absolutely according to my company for me we merely have the sales so I’m gon na choose the sales here and click create 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 produce now it will simply take a 2nd for a street to create a pipeline for me so you can see this actually looks respectable now I will be able to add my Lead Series so you can in fact click this fall and we have handle phase or relabel 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 on the top here add a box so click on ADD box here and I’m going to include a box in the lead section here and let’s simply call it brand-new and click enter so now you can see we have one lead developed let’s state that there is in fact 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 in fact open this up in a new tab from here too however 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 contacted as well there’s one working out so I’ll just simply click brand-new now once you produce a lead we can in fact click here and it will now open up the various fields that we added so this is a brand-new Elite that I developed and we have all of these various columns we have the fields that we created keep in mind and then we have invite colleagues so from here I can welcome the team members we have include columns we have emails files and remarks you can change to the emails and it will show you the emails that you got in files we can even submit files and after that 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 create a lead within your when you’re done with this you can actually click 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 2 leads one contacted and something like this and this is where you will be getting your list we can select various leads from here the stages and we can perform bulk actions such as deleting and sharing too uh another thing with srix at the top you will be able to see we have personal choice we have these 3 dots where we can find these phases Integrations and automation this is among the essential ones click here and you’ll be able to actually integrate um other apps within yourr transfer information for notices for automations custom constructs and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they really quickly and develop our CSV files similarly now I can change to my different folders that we have here and I can develop a new pipeline we can change to our basic Gmail extremely quickly from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have actually created we will even have our combine emails now with our so this is the combine email and with merge email what takes place is I can in fact produce a follow-up emails and various storage emails here and we have active advises so utilizing is truly easy you can begin totally free by simply adding the combination and now you understand how to utilize as a total newbie don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me provide some context about my career and how it relates to. As a self-employed journalist, I have actually worked with many customers, handled numerous jobs at the same time, and kept a substantial network of contacts. Balancing these duties can be overwhelming, and I recognized the need for a centralized system to streamline my operations.
In my quest for an option, I explored different platforms however discovered them to be either too costly or too complex for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly integrates with Gmail, making it perfect for self-employed reporters who greatly rely on e-mail interaction. Here are some crucial benefits of using for your freelance journalism working with process:.
Intuitive Email Tracking and Company:.
permits you to track and arrange your emails easily, offering you a clear overview of your communications with clients, leads, and collaborators.
You can produce personalized pipelines directly within your inbox, making it simple to monitor the development and manage of your jobs and projects.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to imagine and handle your sales process from lead generation to task conclusion.
You can classify contacts, develop customized stages, set reminders, and track interactions, guaranteeing that no chance slips through the fractures.
Smooth Partnership and Teamwork:.
assists in partnership by enabling you to share pipelines and communicate with team members within the platform.
You can designate tasks, share important emails, and work together in real-time, improving productivity and guaranteeing everybody remains on the exact same page.
‘s flexible workflow system allows you to customize your pipelines and automate recurring jobs.
You can produce design templates for typical email responses, schedule follow-ups, and set up suggestions, saving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, provides benefits in regards to coding and software advancement. Here’s how:.
supplies a robust API and substantial designer documentation, making it easy to incorporate with other tools and develop custom solutions.
This flexibility permits independent journalists with coding skills to extend the functionality of and tailor it to their specific needs.
Project Management for Software Development:.
‘s pipeline function can be adapted to handle software development tasks, from ideation to release.
You can develop customized phases for different advancement stages, appoint jobs to team members, and track progress efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and user friendly functions, lessening the discovering curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collective features that improve team effort and communication.
Developer-friendly API for combination and modification.
Economical option for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for complete performance, restricting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While offers substantial advantages for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more budget-friendly service, especially for freelancers and small businesses.
HubSpot has a free variation, but advanced features need a higher-tier paid subscription.
Features and Complexity:.
offers a more detailed suite of functions, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, using a structured experience.
Both and integrate with different third-party tools.
‘s smooth combination with Gmail is useful for users greatly reliant on e-mail interaction.
As a self-employed reporter, handling your hiring process and customer relationships is critical to your success. offers a intuitive and budget-friendly service that flawlessly integrates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it might not have the innovative features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a material, editor, or writer creator, can empower you to take control of your freelance journalism career by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.