As a skilled freelance reporter, I comprehend the challenges of managing jobs, tracking leads, and supporting customer relationships. In this short article, I will dive into the benefits of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for beginners hey men invite back in this video I will be showing you how to utilize Streak Automation To Keep Crm Clean for your consumer relations collaboration communication and far more so let’s enter it to start with you need 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 Center and we can actually turn our Gmail into a platform which is really fantastic and I’ll reveal you how to do that as a total beginner it will assist you tailor an ideal process for your group and you will have the ability to get your work done now let’s really enter the process now is readily available as an extension and it’s completely complimentary so once you get to the website you’ll get this option here which is contribute 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 on add to Chrome click on ADD extension and your extension will be added fine 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 simply sign in make certain to sign.
into the exact 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 permit after including this is what your Gmail will look like now you can see here in our basic you understand folders we are getting just recently seen all tracked emails 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 is like our brand-new control panel for here I’ll have the ability to create 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 produce a new pipeline let’s in fact do that you will click new pipeline here and we have different choices to start with we have the stages so this is where you will choose these stages for your pipeline and you can actually we have actually a lead contacted pitched demonstration negotiating close phone closed uh you understand then we have nurturing okay then we have Fields so in fields we have a date of last email last e-mail from lead Source priority industry offer size company size close rate e-mail thread count days and state and notes so if you want to include another phase you will click on this Plus on top and you will give your stage a name let’s say that you in fact wished to develop another um you understand stage here for instance let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can really select different colors for each of the stages however I believe all of these are really already developed so this is actually quite excellent what I will do is I will really get rid of this one and if you seem like there is um I believe pitched and demo are sort of like the same thing we simply choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s get rid of the demo here and then we have negotiating 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 different fields that you want so you will click on this plus here and we have free form a date check box drop down General e-mail email tracking job 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 go with this one here this is the field that was in fact missing and I’ll really reorganize and put the notes here fine email thread count close date alright business’s size offer size and Business size all right let’s get rid of the business size and I’m gon na really discover something else within the basic where we have actually produced by date created followers and more so I actually wish to go for the developed.
by or possibly the followers because I wish to keep an eye on my staff member that are really following this so I will you understand put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a lot of options readily available within streak is actually one of the most convenient and one of the most uh you know flexible out there it’s very easy to use with templates we have tasks too within my task once again if I didn’t wish to opt for these sales if I finished with tasks then I can go with the job phases right here and again the fields the process is going to be comparable you will pick these phases from here on this plus button here and you can also give it various different colors we likewise have service Dev here you can see then we have hiring so if you do working with then this is going to be your phases job search financier fundraising others realty support and custom So within our support you can see we have inbound designated dealing with solved and sound this is actually respectable and we likewise have customized where I can really start something from the scratch absolutely according to my organization for me we just have the sales so I’m gon na opt for the sales here and click produce personal or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click create now it will just take a second for a street to produce a pipeline for me so you can see this in fact looks respectable now I will be able to add my Lead Series so you can actually click on this fall and we have manage stage or relabel so as I proceed as I include different leads here what I I will do is I’ll just simply click and I’ll be able to add 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 simply call it brand-new and click get in so now you can see we have actually 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 this way now you can see we have two leads then let’s state there was a gotten in touch with too there’s one negotiating so I’ll just simply click on brand-new now once you create a lead we can actually click on this link and it will now open up the various fields that we included so this is a new Elite that I developed and we have all of these various columns we have the fields that we produced remember and then we have welcome teammates so from here I can welcome the team members we have include columns we have emails files and comments you can change to the emails and it will reveal you the e-mails that you got in files we can even submit files and after that we have the remarks at the top here 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 once you’re finished with this you can in fact click get in 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 called and something like this and this is where you will be getting your list we can pick various leads from here the stages and we can carry out bulk actions such as deleting and sharing as well uh another thing with srix at the top you will be able to see we have personal choice we have these three dots where we can discover these stages Combinations and automation this is among the crucial ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer information for notifications for automations custom develops and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and produce our CSV files likewise now I can change to my different folders that we have here and I can develop a new pipeline we can switch to our easy Gmail extremely quickly 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 combine emails now with our so this is the combine email and with merge e-mail what occurs is I can actually develop a follow-up e-mails and different storage emails here and we have active instructs so using is actually simple you can get going for free by just adding the integration and now you understand how to use as a total novice do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it connects to. As a freelance journalist, I have actually worked with various customers, managed numerous tasks simultaneously, and maintained a substantial network of contacts. Balancing these duties can be overwhelming, and I recognized the need for a central system to streamline my operations.
In my mission for a service, I checked out various platforms however discovered them to be either too complicated or too expensive for my freelance setup. That’s when I discovered, a game-changer in the self-employed 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 rely on email interaction. Here are some essential benefits of using for your freelance journalism hiring procedure:.
User-friendly Email Tracking and Company:.
enables you to track and arrange your emails effortlessly, providing you a clear overview of your communications with customers, leads, and collaborators.
You can develop customizable pipelines directly within your inbox, making it simple to keep track of the progress and manage of your projects and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to picture and manage your sales procedure from list building to task completion.
You can categorize contacts, create custom stages, set suggestions, and track interactions, guaranteeing that no chance slips through the fractures.
Seamless Collaboration and Teamwork:.
assists in cooperation by allowing you to share pipelines and communicate with staff member within the platform.
You can appoint jobs, share important emails, and work together in real-time, boosting efficiency and ensuring everybody remains on the exact same page.
Adjustable Workflows:.
‘s versatile workflow system allows you to tailor your pipelines and automate repeated jobs.
You can create design templates for typical email actions, schedule follow-ups, and established pointers, conserving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, offers benefits in regards to coding and software advancement. Here’s how:.
Developer-Friendly Combination:.
offers a robust API and extensive designer paperwork, making it simple to incorporate with other tools and develop custom services.
This versatility enables freelance reporters with coding skills to extend the functionality of and customize it to their specific needs.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to manage software application development projects, from ideation to release.
You can develop custom stages for various advancement stages, appoint tasks to staff member, and track development efficiently.
Advantages and disadvantages of
Pros:.
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and user friendly features, minimizing the learning curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collective functions that enhance teamwork and interaction.
Developer-friendly API for integration and customization.
Cost-efficient option for freelancers and small companies.
Cons:.
Minimal reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for full performance, limiting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
Expense:.
provides a more budget friendly solution, particularly for freelancers and small businesses.
HubSpot has a totally free version, however advanced features need a higher-tier paid membership.
Functions and Intricacy:.
provides a more detailed suite of functions, consisting of innovative marketing automation and analytics.
focuses on simplicity and ease of use, using a structured experience.
Combination:.
Both and integrate with numerous third-party tools.
‘s smooth integration with Gmail is advantageous for users heavily reliant on e-mail interaction.
Conclusion:.
As an independent reporter, managing your hiring procedure and customer relationships is critical to your success. offers a instinctive and budget friendly solution that seamlessly integrates with Gmail, enabling you to simplify your operations and focus on your craft. While it may not have the innovative features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, content, or writer creator, can empower you to take control of your freelance journalism career by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.