As a skilled freelance journalist, I comprehend the obstacles of handling projects, tracking leads, and supporting customer relationships. In this article, I will delve into the advantages of utilizing for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for novices hey people welcome back in this video I will be revealing you how to utilize Streak Crm Voice Calls for your client relations collaboration communication and far more so let’s enter it first off you require to go to streak.com and you will arrive at this site right here now is a sort of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is actually incredible and I’ll show you how to do that as a total novice it will help you tailor a perfect procedure for your group and you will have the ability to get your work done now let’s in fact enter the process now is available as an extension and it’s entirely free so when you get to the site you’ll get this alternative here which is contribute 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 included 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 merely sign in make sure 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 allow after including this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting just recently viewed all tracked emails and upgraded reply and then 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 dashboard 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 hiring so this is where we’ll go produce a new pipeline let’s in fact 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 stages for your pipeline and you can really we have a lead contacted pitched demo negotiating close phone closed uh you understand then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority industry deal size business size close rate e-mail thread count days and state and keeps in mind so if you wish to include another stage you will click this Plus on top and you will give your stage a name let’s say that you in fact wanted to develop another um you understand phase here for example let’s state I didn’t have no strings so I can create right here.
and you can give it your color so we can in fact choose different colors for each of the stages but I believe all of these are actually already developed so this is actually pretty outstanding what I will do is I will really eliminate this one and if you seem like there is um I believe pitched and demonstration are sort of like the same thing we simply opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually 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 complimentary type a date check box fall General email e-mail 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 go with this one here this is the field that was actually missing out on and I’ll really rearrange and put the notes here okay e-mail thread count close date fine business’s size deal size and Company size alright let’s eliminate the business size and I’m gon na in fact discover something else within the general where we have produced by date developed fans and more so I actually wish to go for the created.
by or perhaps the followers due to the fact that I wish to keep an eye on my team members that are really following this so I will you understand 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 alternatives available within streak is actually one of the simplest and among the most uh you understand versatile out there it’s very easy to use with templates we have jobs too within my job once again if I didn’t want to choose these sales if I made with jobs then I can opt for the task stages right here and again the fields the process is going to be similar you will choose these stages from here on this plus button here and you can also provide it different different colors we also have organization Dev here you can see then we have working with so if you do hiring then this is going to be your phases task search investor fundraising others property support and customized So within our support you can see we have actually inbound designated working on fixed and sound this is in fact respectable and we likewise have custom-made where I can in fact start something from the scratch totally according to my organization for me we just 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 opt for the shared one here and click on develop now it will just take a second for a street to produce a pipeline for me so you can see this in fact looks pretty good now I will be able to add my Lead Series so you can actually click on this drop down and we have manage stage or relabel so as I continue 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 on the top here include 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 go into so now you can see we have one lead produced let’s say 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 new two we can actually open this up in a brand-new tab from here too but 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 called as well there’s one negotiating so I’ll just simply click brand-new now once you produce a lead we can in fact click on this link and it will now open the different fields that we included so this is a new Elite that I created and we have all of these various columns we have the fields that we developed keep in mind and after that we have welcome colleagues 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 show you the emails that you got in files we can even submit files and then we have the remarks at the top here 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 once you’re done with this you can in fact click 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 2 leads one gotten in touch with and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can perform bulk actions such as erasing and sharing also uh another thing with srix on top you will have the ability to see we have private choice we have these three dots where we can find these phases Combinations and automation this is among the important ones click on this link and you’ll have the ability to in fact incorporate um other apps within yourr transfer information for alerts for automations custom builds and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they extremely easily and produce our CSV files likewise now I can switch to my different folders that we have here and I can develop a brand-new pipeline we can change to our simple Gmail extremely quickly from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have created we will even have our merge emails now with our so this is the combine e-mail and with merge e-mail what occurs is I can actually develop a follow-up e-mails and different storage emails here and we have active instructs so utilizing is truly easy you can start free of charge by just adding the combination and now you know 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 offer some context about my career and how it connects to. As an independent journalist, I’ve dealt with many clients, handled numerous jobs simultaneously, and preserved an extensive network of contacts. Balancing these obligations can be frustrating, and I acknowledged the need for a centralized system to simplify my operations.
In my quest for an option, I explored various platforms however discovered them to be either too pricey or too complex for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly integrates with Gmail, making it perfect for freelance journalists who greatly rely on email interaction. Here are some key advantages of using for your freelance journalism working with process:.
Intuitive Email Tracking and Company:.
allows you to track and arrange your e-mails easily, providing you a clear introduction of your interactions with clients, leads, and collaborators.
You can develop adjustable pipelines straight within your inbox, making it simple to manage and keep an eye on the development of your assignments and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and manage your sales process from lead generation to job conclusion.
You can classify contacts, produce custom-made phases, set reminders, and track interactions, guaranteeing that no opportunity slips through the cracks.
Seamless Cooperation and Teamwork:.
helps with partnership by enabling you to share pipelines and communicate with team members within the platform.
You can assign tasks, share important emails, and team up in real-time, boosting efficiency and guaranteeing everybody stays on the very same page.
‘s versatile workflow system allows you to personalize your pipelines and automate recurring jobs.
You can produce design templates for typical email actions, schedule follow-ups, and set up suggestions, conserving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, provides advantages in terms of coding and software advancement. Here’s how:.
supplies a robust API and comprehensive developer documentation, making it easy to incorporate with other tools and build custom options.
This flexibility enables independent reporters with coding skills to extend the functionality of and tailor it to their specific requirements.
Job Management for Software Development:.
‘s pipeline feature can be adapted to handle software advancement projects, from ideation to deployment.
You can develop customized phases for various development stages, appoint tasks to staff member, and track development efficiently.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive interface and user friendly functions, decreasing the finding out curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collective functions that enhance team effort and interaction.
Developer-friendly API for combination and modification.
Cost-efficient service for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation functions.
Reliance on Gmail for full functionality, restricting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
uses a more inexpensive service, especially for freelancers and small businesses.
HubSpot has a complimentary version, but advanced features require a higher-tier paid membership.
Features and Complexity:.
supplies a more detailed suite of functions, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Both and integrate with numerous third-party tools.
‘s smooth integration with Gmail is useful for users greatly reliant on email interaction.
As a self-employed reporter, handling your hiring procedure and client relationships is paramount to your success. offers a intuitive and inexpensive solution that perfectly incorporates with Gmail, allowing you to improve your operations and concentrate on your craft. While it may not have the innovative functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a material, editor, or writer developer, can empower you to take control of your freelance journalism profession by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.