As an experienced freelance reporter, I comprehend the obstacles of managing projects, tracking leads, and nurturing client relationships. In this article, I will dive into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for newbies hey people welcome back in this video I will be showing you how to utilize Streak Crm Æå for your client relations partnership interaction and far more so let’s get into it firstly you require to go to streak.com and you will arrive on this website right here now is a kind of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is really incredible and I’ll reveal you how to do that as a total newbie it will assist you personalize an ideal procedure for your group and you will have the ability to get your work done now let’s actually get into the process now is offered as an extension and it’s entirely free so when you get to the website 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 on add to Chrome click on ADD extension and your extension will be added 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 just sign in make sure 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 access and we’re gon na simply scroll down and click enable after including this is what your Gmail will look like now you can see here in our simple you understand folders we are getting just recently viewed all tracked e-mails and upgraded 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 combines so you can see this is like our brand-new control panel for here I’ll have the ability to develop a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go produce a new pipeline let’s in fact do that you will click brand-new pipeline here and we have various alternatives first of all we have the stages so this is where you will select these phases for your pipeline and you can in fact we have a lead called pitched demo negotiating close phone closed uh you know then we have supporting alright then we have Fields so in fields we have a date of last email last e-mail from lead Source concern market offer size company size close rate email thread count days and state and keeps in mind so if you want to add another phase you will click this Plus at the top and you will provide your stage a name let’s state that you in fact wanted to produce 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 provide it your color so we can actually select various colors for each of the stages however I believe all of these are actually already produced so this is really quite outstanding what I will do is I will in fact eliminate 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 demo two what I’ll do is really 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 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 on this plus here and we have complimentary kind a date check box fall 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 opt for this one here this is the field that was actually missing out on and I’ll really rearrange and put the notes here fine email thread count close date alright business’s size offer size and Company size okay let’s eliminate the company size and I’m gon na actually discover something else within the basic where we have actually created by date produced followers and more so I in fact wish to opt for the developed.
by or perhaps the fans because 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 choices offered within streak is actually one of the simplest and among the most uh you know versatile out there it’s really easy to use with templates we have tasks too within my project again if I didn’t wish to choose these sales if I finished with jobs then I can choose the task phases right here and again the fields the procedure is going to be similar you will select these stages from here on this plus button here and you can likewise give it various various colors we likewise have business Dev here you can see then we have employing so if you do working with then this is going to be your phases task search financier fundraising others realty assistance and customized So within our support you can see we have inbound appointed dealing with solved and noise this is in fact respectable and we also have custom where I can actually start something from the scratch absolutely according to my service for me we just have the sales so I’m gon na choose the sales here and click develop personal or.
shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click develop now it will just take a 2nd for a street to develop a pipeline for me so you can see this really looks pretty good now I will be able to include my Lead Series so you can in fact click this fall and we have handle phase or relabel so as I proceed as I add various leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click on the top here add a box so click on ADD box here and I’m going to add 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 one lead created let’s say that there is actually closed one so I’m going to include one here let’s just for now let’s call it brand-new I’m going to add another lead let’s call it brand-new two we can really open this up in a new tab from here too but I’m just for now I’m simply gon na work in this manner now you can see we have 2 leads then let’s state there was a called as well there’s one negotiating so I’ll just simply click on new now as soon as you produce a lead we can in fact click on this link and it will now open the different fields that we added 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 keep in mind and after that we have invite colleagues so from here I can invite the staff member we have include columns we have emails files and comments you can switch to the e-mails and it will reveal you the e-mails that you got in files we can even publish files and then we have the remarks at the top here again we have the call log we have our meeting notes and we even have our.
accessories so this is how you produce a lead within your as soon as you’re done with this you can really click on get in and it will be closed now it will reveal 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 select different leads from here the stages and we can carry out bulk actions such as deleting and sharing also uh another thing with srix on top you will be able to see we have personal alternative we have these 3 dots where we can find these stages Combinations and automation this is one of the crucial ones click on this link and you’ll be able to really incorporate um other apps within yourr transfer data for notifications for automations custom-made constructs and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely quickly and produce our CSV files likewise now I can switch to my various folders that we have here and I can develop a brand-new pipeline we can switch to our simple Gmail very easily from here and it will also show me the emails that I will be receiving for my pipelines that I have created we will even have our merge e-mails now with our so this is the combine e-mail and with combine email what takes place is I can actually develop a follow-up e-mails and different storage e-mails here and we have active instructs so using is really easy you can get going totally free by just including the integration and now you know how to use as a complete beginner do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me supply some context about my profession and how it relates to. As a freelance journalist, I have actually worked with various clients, handled several tasks simultaneously, and preserved a comprehensive network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the need for a centralized system to improve my operations.
In my mission for a service, I explored various platforms but found them to be either too expensive or too intricate for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly incorporates with Gmail, making it perfect for self-employed journalists who greatly rely on e-mail communication. Here are some essential advantages of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Organization:.
allows you to track and arrange your e-mails easily, providing you a clear introduction of your interactions with clients, leads, and collaborators.
You can create customizable pipelines straight within your inbox, making it simple to handle and monitor the development of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and manage your sales procedure from lead generation to task completion.
You can categorize contacts, create custom phases, set tips, and track interactions, guaranteeing that no chance slips through the cracks.
Seamless Cooperation and Team Effort:.
helps with partnership by permitting you to share pipelines and interact with staff member within the platform.
You can appoint tasks, share crucial emails, and team up in real-time, enhancing efficiency and making sure everyone remains on the very same page.
‘s versatile workflow system enables you to personalize your pipelines and automate recurring jobs.
You can develop templates for common e-mail reactions, schedule follow-ups, and set up suggestions, saving you valuable time and effort.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, provides benefits in regards to coding and software advancement. Here’s how:.
provides a robust API and comprehensive developer documentation, making it simple to integrate with other tools and construct custom-made services.
This versatility allows self-employed reporters with coding abilities to extend the performance of and tailor it to their particular requirements.
Job Management for Software Application Development:.
‘s pipeline function can be adapted to handle software development tasks, from ideation to release.
You can produce customized stages for different advancement phases, appoint tasks to employee, and track progress effectively.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly user interface and easy-to-use functions, lessening the discovering curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collaborative features that enhance teamwork and interaction.
Developer-friendly API for integration and personalization.
Economical option for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for complete performance, limiting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
uses a more affordable solution, especially for freelancers and small businesses.
HubSpot has a complimentary version, but advanced functions require a higher-tier paid membership.
Features and Intricacy:.
supplies a more detailed suite of functions, consisting of advanced marketing automation and analytics.
concentrates on simplicity and ease of use, offering a structured experience.
Both and incorporate with different third-party tools.
‘s seamless integration with Gmail is beneficial for users greatly reliant on email interaction.
As a freelance reporter, managing your hiring process and client relationships is vital to your success. offers a inexpensive and user-friendly option that flawlessly integrates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it might not have the advanced functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a material, writer, or editor 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 impact of Streak CRM in your freelance journalism undertakings.