As an experienced freelance journalist, I comprehend the obstacles of managing projects, tracking leads, and nurturing client relationships. In this article, I will dig 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 novices hey people welcome back in this video I will be showing you how to use Video Streak Crm Training for your client relations collaboration communication and a lot more so let’s enter it first off you need to go to streak.com and you will arrive on 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 Center and we can really turn our Gmail into a platform which is truly remarkable and I’ll show you how to do that as a complete beginner it will assist you tailor a perfect process for your team and you will have the ability to get your work done now let’s really enter the procedure now is offered as an extension and it’s completely totally free so as soon as 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 contribute to Chrome click ADD extension and your extension will be added alright it’s done and now it is contributing 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 just scroll down and click on enable after including 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 choice which is the pipeline so if I click on 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 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 create a new pipeline let’s actually do that you will click on new pipeline here and we have different choices to start with we have the stages so this is where you will select these stages for your pipeline and you can actually we have actually a lead contacted pitched demo negotiating close phone closed uh you know 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 concern 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 this Plus on top and you will provide your phase a name let’s say that you actually wanted to create another um you know stage here for instance let’s state I didn’t have no strings so I can create right here.
and you can offer it your color so we can in fact select various colors for each of the stages but I believe all of these are really already produced so this is actually pretty impressive what I will do is I will actually eliminate this one and if you feel like there is um I think pitched and demo are sort 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 eliminate the demo here and after that we have working out with negotiating I can opt for 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 on this plus here and we have totally free form a date check box fall General e-mail 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 actually missing and I’ll really reorganize and put the notes here alright e-mail thread count close date alright company’s size offer size and Company size fine let’s eliminate the business size and I’m gon na actually discover something else within the basic where we have actually developed by date developed followers and more so I in fact wish to go for the created.
by or maybe the followers due to the fact that I want to keep track of my employee that are in fact following this so I will you understand put it right here now these are the a few of the fields that I desired for my pipeline now you can see there are a lot of choices available 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 projects too within my task once again if I didn’t want to choose these sales if I finished with projects then I can go with the job stages right here and once 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 likewise provide it different different colors we likewise have service Dev here you can see then we have working with so if you do working with then this is going to be your phases task search financier fundraising others realty assistance and custom So within our assistance you can see we have inbound designated working on solved and noise this is in fact pretty good and we likewise have customized where I can really start something from the scratch absolutely according to my business for me we just have the sales so I’m gon na go with the sales here and click on produce personal 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 develop 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 include my Lead Series so you can actually click this fall and we have manage stage or relabel 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 include it click on the top here include a box so click on ADD box here and I’m going to include a box in the lead section here and let’s just call it new and click go into so now you can see we have actually one lead produced 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 brand-new I’m going to include another lead let’s call it brand-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 in this manner now you can see we have 2 leads then let’s say there was a contacted also there’s one negotiating so I’ll just simply click on new now once you produce a lead we can in fact click here and it will now open up the different fields that we added so this is a new Elite that I created and we have all of these different columns we have the fields that we produced remember and then we have invite teammates so from here I can invite the staff member we have include columns we have emails files and comments you can change to the e-mails and it will show you the emails that you got in files we can even publish 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 as soon as you’re made with this you can actually click on enter and it will be closed now it will show you something like this we have all of our information gathered 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 pick different 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 personal option we have these three dots where we can find these phases Combinations and automation this is one of the important ones click here and you’ll have the ability to really integrate um other apps within yourr transfer data for notices for automations custom develops and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they really easily and create 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 switch to our simple Gmail really easily from here and it will also show me the emails that I will be getting for my pipelines that I have created we will even have our combine emails now with our so this is the merge email and with combine email what takes place is I can actually develop a follow-up e-mails and various storage emails here and we have active instructs so utilizing is truly simple you can begin for free by simply adding the combination and now you understand how to utilize as a complete newbie do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me provide some context about my career and how it relates to. As an independent journalist, I’ve dealt with numerous customers, handled numerous jobs concurrently, and maintained a comprehensive network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the requirement for a central system to streamline my operations.
In my quest for a service, I explored different platforms however found them to be either too complex or too pricey for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly integrates with Gmail, making it perfect for independent reporters who heavily count on email communication. Here are some essential benefits of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Organization:.
permits you to track and organize your emails effortlessly, offering you a clear overview of your communications with customers, leads, and partners.
You can produce customizable pipelines straight within your inbox, making it simple to monitor the progress and manage of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to visualize and manage your sales procedure from lead generation to task conclusion.
You can classify contacts, develop custom-made phases, set reminders, and track interactions, making sure that no chance slips through the cracks.
Seamless Cooperation and Team Effort:.
assists in collaboration by permitting you to share pipelines and interact with employee within the platform.
You can designate jobs, share important emails, and work together in real-time, boosting performance and ensuring everybody remains on the same page.
Personalized Workflows:.
‘s flexible workflow system enables you to customize your pipelines and automate repetitive jobs.
You can produce templates for typical email responses, schedule follow-ups, and set up pointers, conserving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, provides advantages in terms of coding and software advancement. Here’s how:.
Developer-Friendly Combination:.
provides a robust API and substantial designer paperwork, making it simple to integrate with other tools and build customized options.
This versatility permits freelance reporters with coding abilities to extend the functionality of and customize it to their specific requirements.
Project Management for Software Development:.
‘s pipeline feature can be adjusted to handle software advancement jobs, from ideation to release.
You can produce customized phases for various advancement phases, designate jobs to team members, and track progress efficiently.
Advantages and disadvantages of
Pros:.
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive user interface and user friendly features, lessening the learning curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collective functions that improve teamwork and interaction.
Developer-friendly API for integration and personalization.
Economical service for freelancers and small companies.
Cons:.
Restricted reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation functions.
Dependence on Gmail for complete functionality, limiting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While deals significant benefits for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
Expense:.
uses a more economical service, particularly for freelancers and small businesses.
HubSpot has a free version, but advanced functions require a higher-tier paid membership.
Features and Intricacy:.
offers a more extensive suite of features, consisting of innovative marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Combination:.
Both and integrate with various third-party tools.
‘s seamless integration with Gmail is useful for users heavily reliant on email interaction.
Conclusion:.
As a freelance reporter, handling your hiring process and customer relationships is vital to your success. offers a user-friendly and affordable option that flawlessly incorporates with Gmail, allowing you to streamline your operations and focus on your craft. While it may not have the innovative functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a author, content, or editor creator, can empower you to take control of your freelance journalism profession by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.