As an experienced freelance reporter, I understand the challenges of handling projects, tracking leads, and nurturing client relationships. In this short article, I will dive into the benefits of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey people welcome back in this video I will be showing you how to use Https Www.Streak.Com Products Crm for your client relations partnership communication and much more so let’s enter into it to start with you require to go to streak.com and you will land on this site right here now is a type of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is actually fantastic and I’ll reveal you how to do that as a total novice it will help you personalize a best procedure for your team and you will have the ability to get your work done now let’s really enter into the procedure now is offered as an extension and it’s completely free so once you get to the website you’ll get this alternative here which is add to Chrome and you’re.
going to choose 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 fine 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 sign in ensure to sign.
into the very same Gmail that you have actually added the uh you understand streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click on permit after adding this is what your Gmail will look like now you can see here in our easy you understand folders we are getting just recently seen all tracked e-mails and upgraded reply and then we have this brand-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 is like our new control panel for here I’ll have the ability to create a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go produce a brand-new pipeline let’s really do that you will click new pipeline here and we have different options first of all we have the stages so this is where you will pick these phases for your pipeline and you can actually we have a lead contacted pitched demonstration 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 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 on top and you will provide your phase a name let’s state that you in fact wished to create another um you know phase here for example let’s say I didn’t have no strings so I can create right here.
and you can offer it your color so we can actually choose different colors for each of the stages however I think all of these are really already produced so this is in fact pretty excellent what I will do is I will actually get rid of this one and if you seem like there is um I think pitched and demonstration are sort of like the same thing we just go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s eliminate the demonstration here and after that we have negotiating 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 different fields that you want so you will click on this plus here and we have free type a date check box drop down 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 choose this one here this is the field that was really missing out on and I’ll actually reorganize and put the notes here okay e-mail thread count close date fine business’s size deal size and Business size okay let’s eliminate the company size and I’m gon na in fact find something else within the general where we have actually produced by date produced followers and more so I really want to go for the produced.
by or possibly the followers since I wish to monitor 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 lot of choices available within streak is really among the simplest and among the most uh you understand flexible out there it’s really easy to use with templates we have tasks too within my project once again if I didn’t want to go for these sales if I made with projects then I can choose the task stages 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 likewise offer it different different colors we likewise have business Dev here you can see then we have working with so if you do employing then this is going to be your stages job search financier fundraising others realty assistance and custom-made So within our support you can see we have actually inbound designated working on dealt with and sound this is really respectable and we likewise have customized where I can really start something from the scratch absolutely according to my business for me we simply have the sales so I’m gon na choose the sales here and click produce private or.
shared so I will be sharing this with a team member so I’m going to opt for 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 include my Lead Series so you can in fact click on this drop down and we have handle stage or relabel so as I proceed as I include different leads here what I I will do is I’ll just merely click and I’ll be able 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 area here and let’s simply call it brand-new and click on enter so now you can see we have one lead produced let’s say 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 add another lead let’s call it new two we can in fact open this up in a brand-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 contacted as well there’s one working out so I’ll just merely click on new now when you develop a lead we can actually click on this link and it will now open the different fields that we included so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we produced remember and after that we have welcome teammates so from here I can invite the employee we have add 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 then 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.
attachments so this is how you develop a lead within your when you’re finished with this you can actually click on go into and it will be closed now it will show you something like this we have all of our data collected here and at the top we’re getting our account such as two leads one contacted 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 erasing and sharing also uh one more thing with srix at the top you will be able to see we have personal choice we have these three dots where we can find these stages Integrations and automation this is among the crucial ones click on this link and you’ll be able to actually incorporate um other apps within yourr transfer data for alerts for automations customized develops and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they really easily and produce our CSV files similarly now I can change to my various folders that we have here and I can develop a new pipeline we can switch to our simple Gmail really quickly from here and it will likewise show me the emails 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 combine email what takes place is I can in fact produce a follow-up e-mails and various storage e-mails here and we have active advises so using is really simple you can get going totally free by just adding the integration and now you know how to use as a total novice do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me supply some context about my career and how it associates with. As an independent journalist, I’ve worked with many customers, managed numerous projects at the same time, and kept a comprehensive network of contacts. Balancing these duties can be frustrating, and I acknowledged the requirement for a centralized system to enhance my operations.
In my mission for an option, I explored various platforms however discovered them to be either too costly or too complex for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly integrates with Gmail, making it perfect for self-employed reporters who heavily depend on e-mail communication. Here are some crucial advantages of using for your freelance journalism employing process:.
Instinctive Email Tracking and Organization:.
permits you to track and organize your emails effortlessly, offering you a clear summary of your communications with customers, leads, and collaborators.
You can develop customizable pipelines straight within your inbox, making it easy to keep track of the development and handle of your jobs and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to picture and handle your sales procedure from lead generation to job conclusion.
You can categorize contacts, develop custom stages, set pointers, and track interactions, ensuring that no opportunity slips through the cracks.
Smooth Partnership and Team Effort:.
facilitates partnership by permitting you to share pipelines and communicate with staff member within the platform.
You can assign tasks, share important emails, and team up in real-time, enhancing performance and making sure everybody remains on the very same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repetitive jobs.
You can develop templates for typical e-mail responses, schedule follow-ups, and set up tips, saving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, provides benefits in regards to coding and software application advancement. Here’s how:.
offers a robust API and extensive designer documents, making it easy to incorporate with other tools and develop customized services.
This flexibility enables self-employed journalists with coding abilities to extend the functionality of and customize it to their specific needs.
Job Management for Software Advancement:.
‘s pipeline feature can be adapted to manage software development tasks, from ideation to deployment.
You can produce custom phases for various advancement stages, appoint jobs to team members, and track development effectively.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and easy-to-use features, decreasing the learning curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collaborative functions that enhance team effort and communication.
Developer-friendly API for integration and modification.
Cost-efficient solution for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation features.
Reliance on Gmail for full functionality, restricting compatibility with other email companies.
Comparison with HubSpot CRM:.
While deals considerable advantages for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more economical solution, specifically for freelancers and small businesses.
HubSpot has a free variation, but advanced features need a higher-tier paid membership.
Functions and Intricacy:.
provides a more thorough suite of features, consisting of sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, offering a streamlined experience.
Both and integrate with different third-party tools.
‘s smooth combination with Gmail is helpful for users heavily reliant on email interaction.
As a self-employed journalist, managing your hiring procedure and customer relationships is paramount to your success. offers a affordable and instinctive option that perfectly incorporates with Gmail, allowing you to enhance your operations and focus on your craft. While it might not have the innovative functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a author, content, or editor creator, can empower you to take control of your freelance journalism career by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.