As an experienced freelance reporter, I comprehend the obstacles of managing tasks, tracking leads, and nurturing customer relationships. In this post, 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 comparison with HubSpot CRM.
tutorial how to utilize for novices hey men invite back in this video I will be revealing you how to utilize Salutation Field In Streak Crm for your client relations cooperation interaction and much more so let’s enter into it to start with you need to go to streak.com and you will land on this website right here now is a sort 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 incredible and I’ll reveal you how to do that as a complete novice it will help you customize a best process for your team and you will have the ability to get your work done now let’s actually get into the process now is readily available as an extension and it’s entirely free so when you get to the website you’ll get this alternative here which is add 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 add to Chrome click on 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 simply sign in make sure to sign.
into the very 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 just scroll down and click on enable 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 viewed all tracked e-mails and upgraded reply and after that 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 combines so you can see this resembles our brand-new control panel for here I’ll have the ability to produce a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go develop a brand-new pipeline let’s in fact do that you will click new pipeline here and we have different alternatives to start with we have the stages so this is where you will pick these phases for your pipeline and you can actually we have actually a lead gotten in touch with pitched demo negotiating close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last email last e-mail from lead Source priority market offer size business size close rate email thread count days and state and notes so if you want to add another phase you will click this Plus at the top and you will offer your stage a name let’s say that you in fact wished to create another um you understand phase here for instance let’s state I didn’t have no strings so I can develop right here.
and you can offer it your color so we can in fact pick various colors for each of the stages but I think all of these are actually currently developed so this is really pretty excellent what I will do is I will really get rid of this one and if you feel like there is um I think pitched and demonstration are type of like the exact same thing we just choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s eliminate 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 phases then I will scroll down to the fields here with each pipeline what are the various fields that you desire so you will click this plus here and we have free kind a date check box drop down General e-mail e-mail tracking job 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 opt for this one here this is the field that was in fact missing and I’ll really reorganize and put the notes here all right e-mail thread count close date fine company’s size deal size and Business size all right let’s get rid of the business size and I’m gon na in fact discover something else within the general where we have produced by date created followers and more so I really want to choose the created.
by or possibly the fans because I wish to monitor my team members that are in fact following this so I will you know 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 design templates we have tasks too within my job once again if I didn’t wish to opt for these sales if I did with projects then I can go with the job phases right here and once again the fields the procedure is going to be comparable you will choose these stages from here on this plus button here and you can likewise provide it various various colors we likewise have business Dev here you can see then we have hiring so if you do working with then this is going to be your stages task search investor fundraising others realty support and custom So within our support you can see we have actually inbound designated dealing with fixed and sound this is in fact respectable and we also have custom-made where I can in fact start something from the scratch totally according to my business for me we simply have the sales so I’m gon na opt for the sales here and click create private or.
shared so I will be sharing this with a team 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 respectable now I will have the ability to add my Lead Series so you can really click on this drop down and we have manage phase or rename so as I proceed 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 the top here add a box so click ADD box here and I’m going to add 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 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 add another lead let’s call it new 2 we can in fact open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work this way now you can see we have 2 leads then let’s say there was a contacted as well there’s one working out so I’ll just merely click brand-new now when you develop a lead we can in fact click here and it will now open up the different fields that we included so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we created remember and then we have invite colleagues so from here I can invite the team members we have add columns we have emails files and remarks you can change to the e-mails and it will reveal 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 conference notes and we even have our.
accessories so this is how you develop a lead within your when you’re done with this you can actually click enter and it will be closed now it will reveal 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 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 deleting and sharing as well uh one more thing with srix at the top you will be able to see we have personal choice we have these 3 dots where we can find these phases Combinations and automation this is among the crucial ones click on this link and you’ll have the ability to actually incorporate um other apps within yourr transfer information for alerts for automations custom builds and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they extremely easily and produce our CSV files similarly now I can switch to my various folders that we have here and I can develop a new pipeline we can switch to our easy Gmail very easily from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have actually created we will even have our merge e-mails now with our so this is the combine e-mail and with combine e-mail what happens is I can in fact produce a follow-up e-mails and different storage e-mails here and we have active advises so using is actually simple you can start totally free by simply including the integration and now you know how to use as a total newbie do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me offer some context about my career and how it associates with. As an independent reporter, I have actually worked with many customers, managed numerous projects all at once, and kept a comprehensive network of contacts. Juggling these duties can be frustrating, and I acknowledged the requirement for a centralized system to streamline my operations.
In my quest for a service, I explored different platforms however discovered them to be either too complicated or too pricey for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly incorporates with Gmail, making it perfect for independent reporters who heavily depend on email communication. Here are some crucial benefits of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Organization:.
allows you to track and organize your emails easily, providing you a clear introduction of your communications with clients, leads, and collaborators.
You can create customizable pipelines directly within your inbox, making it simple to keep track of the progress and handle of your tasks and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to imagine and handle your sales procedure from lead generation to project conclusion.
You can categorize contacts, produce custom stages, set reminders, and track interactions, ensuring that no chance slips through the cracks.
Smooth Cooperation and Team Effort:.
assists in partnership by permitting you to share pipelines and communicate with employee within the platform.
You can assign tasks, share essential e-mails, and collaborate in real-time, enhancing efficiency and guaranteeing everyone stays on the exact same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repeated jobs.
You can create templates for common e-mail reactions, schedule follow-ups, and set up pointers, conserving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in independent journalism, offers advantages in terms of coding and software application advancement. Here’s how:.
provides a robust API and extensive designer documents, making it simple to incorporate with other tools and build customized options.
This versatility allows self-employed journalists with coding abilities to extend the functionality of and customize it to their particular requirements.
Task Management for Software Development:.
‘s pipeline function can be adapted to manage software development projects, from ideation to release.
You can produce customized stages for various advancement stages, assign tasks to staff member, and track progress effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
Intuitive interface and user friendly features, decreasing the learning curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collective functions that enhance teamwork and communication.
Developer-friendly API for combination and personalization.
Economical solution for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation features.
Reliance on Gmail for complete functionality, limiting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more inexpensive service, specifically for freelancers and small companies.
HubSpot has a free variation, but advanced features require a higher-tier paid subscription.
Features and Intricacy:.
provides a more thorough suite of functions, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and incorporate with various third-party tools.
‘s seamless integration with Gmail is useful for users greatly reliant on e-mail interaction.
As a self-employed journalist, managing your hiring procedure and client relationships is paramount to your success. offers a economical and intuitive service that perfectly incorporates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it might not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re an editor, writer, or material developer, can empower you to take control of your freelance journalism career by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.