As an experienced freelance reporter, I understand the obstacles of handling tasks, tracking leads, and nurturing client relationships. In this article, I will dive into the advantages of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey guys welcome back in this video I will be showing you how to utilize Streak Free Crm Webhooks for your client relations partnership interaction and a lot more so let’s get into it to start with you need to go to streak.com and you will arrive on this site right here now is a type of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is truly incredible and I’ll show you how to do that as a total beginner it will help you tailor an ideal process for your group and you will have the ability to get your work done now let’s in fact enter into the process now is offered as an extension and it’s entirely totally free so when you get to the site you’ll get this option 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 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 check in ensure to sign.
into the very same Gmail that you have included the uh you know streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click permit after including this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting just recently viewed all tracked e-mails and updated 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 control panel 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 working with so this is where we’ll go create a brand-new pipeline let’s in fact do that you will click brand-new pipeline here and we have different options first off we have the stages so this is where you will select these phases for your pipeline and you can in fact we have a lead gotten in touch with pitched demo working out close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last e-mail last email from lead Source concern industry offer size company size close rate email thread count days and state and keeps in mind so if you want to include another stage you will click this Plus at the top and you will provide your stage a name let’s state that you really wanted to develop another um you know phase here for instance let’s say I didn’t have no strings so I can develop right here.
and you can offer it your color so we can really select different colors for each of the stages however I think all of these are in fact already developed so this is actually pretty outstanding what I will do is I will in fact get rid of this one and if you seem like there is um I think pitched and demo are kind of like the exact same thing we just go with the pitch so what I’ll do is uh we have 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 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 different fields that you want so you will click on this plus here and we have free type a date check box fall General email email tracking task calls and meetings so I don’t 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 out on and I’ll in fact rearrange 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 business size and I’m gon na really find something else within the basic where we have actually created by date created followers and more so I in fact wish to opt for the developed.
by or perhaps the fans because I want 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 wanted for my pipeline now you can see there are a great deal of choices readily available within streak is really one of the most convenient and one of the most uh you understand flexible out there it’s very easy to use with templates we have jobs too within my project again if I didn’t wish to go for these sales if I finished with projects then I can go with the task phases right here and again the fields the process is going to be similar you will pick these phases from here on this plus button here and you can also give it different different colors we also have company Dev here you can see then we have employing so if you do employing then this is going to be your phases task search financier fundraising others property assistance and custom-made So within our support you can see we have actually inbound assigned working on 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 just have the sales so I’m gon na opt for the sales here and click on create private or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click develop now it will simply take a 2nd for a street to produce a pipeline for me so you can see this actually looks respectable now I will be able to include my Lead Series so you can really click this fall and we have handle stage or rename so as I continue as I add different leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click the top here add a box so click ADD box here and I’m going to include a box in the lead section here and let’s just call it brand-new and click get in so now you can see we have 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 brand-new I’m going to include another lead let’s call it brand-new 2 we can really open this up in a brand-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 2 leads then let’s say there was a contacted as well there’s one negotiating so I’ll just merely click on brand-new now once you develop a lead we can really click on this link and it will now open up the different fields that we added so this is a brand-new Elite that I produced and we have all of these different columns we have the fields that we created keep in mind and after that we have welcome colleagues so from here I can invite the team members we have include columns we have e-mails 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 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.
attachments so this is how you develop a lead within your when you’re done with this you can in fact click on enter 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 called 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 perform bulk actions such as deleting and sharing as well uh one more thing with srix on top you will have the ability to see we have private alternative we have these 3 dots where we can find these stages Integrations and automation this is among the crucial ones click on this link and you’ll have the ability to really integrate um other apps within yourr transfer information for notifications for automations custom builds and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely quickly and develop our CSV files similarly now I can change to my various folders that we have here and I can create a brand-new pipeline we can switch to our easy Gmail really quickly from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have created we will even have our combine emails now with our so this is the combine e-mail and with combine email what takes place is I can in fact create a follow-up e-mails and various storage e-mails here and we have active instructs so using is truly simple you can get started totally free by just adding the combination and now you understand how to use as a total novice don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me supply some context about my career and how it associates with. As a self-employed reporter, I’ve worked with many clients, managed multiple projects at the same time, and maintained an extensive network of contacts. Juggling these obligations can be overwhelming, and I recognized the need for a centralized system to streamline my operations.
In my quest for a solution, I checked out various platforms but discovered them to be either too complex or too expensive 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 seamlessly integrates with Gmail, making it perfect for freelance journalists who greatly count on email communication. Here are some key advantages of using for your freelance journalism working with process:.
Intuitive Email Tracking and Organization:.
allows you to track and organize your e-mails easily, providing you a clear overview of your interactions with customers, leads, and partners.
You can develop personalized pipelines directly within your inbox, making it simple to handle and keep track of the development of your jobs and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to imagine and manage your sales procedure from lead generation to project completion.
You can classify contacts, create customized stages, set tips, and track interactions, making sure that no chance slips through the cracks.
Seamless Cooperation and Team Effort:.
helps with cooperation by permitting you to share pipelines and interact with team members within the platform.
You can appoint tasks, share crucial e-mails, and collaborate in real-time, improving performance and ensuring everybody remains on the very same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repeated jobs.
You can produce templates for typical e-mail reactions, schedule follow-ups, and set up pointers, saving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, offers advantages in regards to coding and software application development. Here’s how:.
provides a robust API and substantial designer paperwork, making it easy to integrate with other tools and construct customized options.
This flexibility enables self-employed journalists with coding abilities to extend the performance of and tailor it to their specific requirements.
Task Management for Software Application Development:.
‘s pipeline feature can be adapted to manage software development projects, from ideation to release.
You can create custom phases for different development phases, designate jobs to employee, and track progress effectively.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive interface and easy-to-use features, minimizing the learning curve.
Customizable pipelines and workflows to adapt to private requirements.
Collective features that improve team effort and interaction.
Developer-friendly API for integration and personalization.
Economical solution for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for full functionality, limiting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While deals substantial benefits for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more inexpensive service, especially for freelancers and small companies.
HubSpot has a totally free version, however advanced functions need a higher-tier paid subscription.
Features and Complexity:.
provides a more thorough suite of functions, consisting of advanced marketing automation and analytics.
concentrates on simplicity and ease of use, using a streamlined experience.
Both and integrate with different third-party tools.
‘s seamless integration with Gmail is advantageous for users greatly reliant on email interaction.
As a self-employed journalist, handling your hiring process and customer relationships is critical to your success. offers a intuitive and affordable option that perfectly integrates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it might not have the sophisticated features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a material, writer, or editor creator, can empower you to take control of your freelance journalism profession by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.