As a skilled freelance journalist, I understand the difficulties of handling projects, tracking leads, and nurturing client relationships. In this post, I will delve into the advantages of utilizing for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for novices hey people invite back in this video I will be showing you how to use Chrome Extensions Streak Crm for your customer relations collaboration communication and much more so let’s enter into it first of all you require to go to streak.com and you will arrive on this website right here now is a sort of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is truly remarkable and I’ll show you how to do that as a total beginner it will help you customize a perfect procedure for your team and you will be able to get your work done now let’s really enter the procedure now is offered as an extension and it’s entirely complimentary so once you get to the site you’ll get this alternative here which is add 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 on contribute to Chrome click on ADD extension and your extension will be included okay it’s done and now it is contributing to Gmail and it will take me directly 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 simply check in make certain to sign.
into the very same Gmail that you have actually included the uh you know streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click enable after adding this is what your Gmail will appear like now you can see here in our simple you know folders we are getting recently seen all tracked emails and updated reply and after that 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 be able to create a brand-new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go produce a brand-new pipeline let’s in fact do that you will click brand-new pipeline here and we have different choices 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 actually a lead gotten in touch with pitched demonstration working out close phone closed uh you understand then we have supporting alright then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority industry deal size company size close rate email thread count days and state and keeps in mind so if you wish to add another phase you will click on this Plus at the top and you will provide your stage a name let’s say that you really wanted to produce another um you understand stage here for instance let’s state I didn’t have no strings so I can produce right here.
and you can offer it your color so we can in fact select different colors for each of the stages but I believe all of these are really already developed so this is really quite excellent what I will do is I will in fact get rid of this one and if you feel like there is um I think pitched and demonstration are sort of like the exact same thing we simply opt for the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s eliminate 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 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 this plus here and we have free form a date check box fall General email e-mail tracking task calls and meetings so I do not 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 go with this one here this is the field that was really missing and I’ll in fact reorganize and put the notes here okay e-mail thread count close date okay company’s size deal size and Company size all right let’s eliminate the company size and I’m gon na actually discover something else within the basic where we have developed by date created followers and more so I really want to choose the developed.
by or maybe the fans due to the fact that I want to keep track of my team members that are in fact following this so I will you know 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 options available within streak is really among the most convenient and one of the most uh you understand flexible out there it’s extremely easy to use with design templates we have projects too within my job once again if I didn’t wish to choose these sales if I finished with tasks then I can choose the job stages right here and again the fields the process is going to be similar you will choose these phases from here on this plus button here and you can also provide it various various colors we also have company Dev here you can see then we have hiring so if you do employing then this is going to be your stages job search investor fundraising others realty assistance and custom-made So within our support you can see we have inbound assigned dealing with dealt with and noise this is in fact pretty good and we likewise have customized where I can really start something from the scratch totally according to my organization for me we merely have the sales so I’m gon na choose the sales here and click produce personal 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 just take a second for a street to develop a pipeline for me so you can see this really looks pretty good now I will have the ability to include my Lead Series so you can in fact click on this fall and we have handle phase or rename so as I proceed as I include different leads here what I I will do is I’ll just simply click and I’ll have the ability to include 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 area here and let’s simply call it brand-new and click get in so now you can see we have one lead developed let’s say that there is really closed one so I’m going to add one here let’s just for now let’s call it new I’m going to add another lead let’s call it new two we can really open this up in a new tab from here too but I’m just for now I’m just gon na work by doing this now you can see we have 2 leads then let’s state there was a gotten in touch with too there’s one working out so I’ll just merely click brand-new now when you create a lead we can really click on this link and it will now open the various fields that we included so this is a new Elite that I created 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 comments you can change to the emails and it will show you the e-mails that you got in files we can even upload files and then we have the remarks at the top here again we have the call log we have our conference notes and we even have our.
attachments 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 data gathered here and at the top we’re getting our account such as two leads one called 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 carry out bulk actions such as deleting and sharing too uh one more thing with srix at the top you will have the ability to see we have personal choice we have these 3 dots where we can find these phases Combinations and automation this is one of the important ones click here and you’ll be able to in fact integrate um other apps within yourr transfer data 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 extremely quickly and create our CSV files similarly now I can change to my different folders that we have here and I can produce a brand-new pipeline we can switch to our simple Gmail extremely easily from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have actually created we will even have our merge emails now with our so this is the merge e-mail and with combine e-mail what occurs is I can really produce a follow-up emails and various storage e-mails here and we have active instructs so utilizing is really simple you can start free of charge by just adding the combination and now you know how to use 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 a self-employed reporter, I’ve dealt with numerous clients, managed multiple tasks simultaneously, and maintained a comprehensive network of contacts. Juggling these duties can be overwhelming, and I acknowledged the requirement for a centralized system to enhance my operations.
In my quest for a service, I explored different platforms however found them to be either too complex or too expensive for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly incorporates with Gmail, making it perfect for independent reporters who greatly count on e-mail communication. Here are some key benefits of using for your freelance journalism employing process:.
Instinctive Email Tracking and Organization:.
permits you to track and arrange your e-mails easily, providing you a clear overview of your communications with customers, leads, and collaborators.
You can produce personalized pipelines directly within your inbox, making it simple to keep track of the development and handle of your tasks and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and handle your sales process from list building to task conclusion.
You can categorize contacts, create custom stages, set reminders, and track interactions, guaranteeing that no opportunity slips through the fractures.
Smooth Cooperation and Team Effort:.
assists in cooperation by permitting you to share pipelines and communicate with team members within the platform.
You can assign jobs, share important emails, and work together in real-time, enhancing efficiency and making sure everyone stays on the very same page.
‘s flexible workflow system enables you to customize your pipelines and automate repetitive tasks.
You can produce design templates for common e-mail reactions, schedule follow-ups, and set up tips, saving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, uses advantages in terms of coding and software development. Here’s how:.
offers a robust API and substantial designer documents, making it easy to incorporate with other tools and construct customized options.
This flexibility allows independent reporters with coding skills to extend the performance of and customize it to their specific needs.
Task Management for Software Advancement:.
‘s pipeline feature can be adapted to handle software development jobs, from ideation to implementation.
You can produce custom phases for various advancement phases, designate jobs to team members, and track progress efficiently.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and user friendly functions, reducing the discovering curve.
Personalized pipelines and workflows to adjust to private requirements.
Collective functions that boost team effort and interaction.
Developer-friendly API for integration and modification.
Economical solution for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation functions.
Reliance on Gmail for complete performance, restricting compatibility with other email companies.
Contrast with HubSpot CRM:.
While offers considerable benefits for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more inexpensive option, particularly for freelancers and small companies.
HubSpot has a complimentary version, however advanced functions need a higher-tier paid membership.
Functions and Intricacy:.
supplies a more thorough suite of features, including sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, offering a streamlined experience.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is beneficial for users greatly reliant on email interaction.
As an independent reporter, managing your hiring process and customer relationships is critical to your success. offers a user-friendly and budget friendly option that flawlessly integrates with Gmail, allowing you to simplify your operations and focus on your craft. While it may not have the innovative functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re an editor, author, or material developer, can empower you to take control of your freelance journalism career by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.