As a seasoned freelance reporter, I understand the obstacles of managing projects, tracking leads, and supporting client relationships. In this short article, I will delve into the benefits of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for newbies hey people invite back in this video I will be revealing you how to use Streak Crm Costs for your consumer relations cooperation communication and far more so let’s enter into it to start with you need 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 in fact turn our Gmail into a platform which is really fantastic and I’ll reveal you how to do that as a total novice it will help you tailor a perfect procedure for your group and you will be able to get your work done now let’s actually enter into the procedure 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 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 ADD extension and your extension will be added alright 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 just sign in ensure to sign.
into the very same Gmail that you have added the uh you understand streak to now it will ask you for your gain access to and we’re gon na just 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 viewed all tracked emails and updated reply and after that we have this brand-new option 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 dashboard for here I’ll have the ability to produce a brand-new pipeline we have our sales orders sales again we have our Sports and employing 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 first of all we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have a lead contacted pitched demo working out close phone closed uh you know then we have supporting fine then we have Fields so in fields we have a date of last email last email from lead Source top priority market offer size business size close rate e-mail thread count days and state and notes so if you want to add another stage you will click this Plus on top and you will give your stage a name let’s state that you in fact wished to create another um you know stage here for example let’s say I didn’t have no strings so I can develop right here.
and you can give it your color so we can really choose various colors for each of the stages however I believe all of these are actually currently created so this is actually quite remarkable what I will do is I will actually get rid of this one and if you feel like there is um I believe pitched and demo are type of like the very same thing we just opt for 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 after that we have negotiating 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 different fields that you desire so you will click on this plus here and we have totally free type a date check box fall General e-mail email 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 opt for this one here this is the field that was really missing and I’ll really rearrange and put the notes here okay email thread count close date alright company’s size deal size and Business size okay let’s eliminate the business size and I’m gon na really find something else within the general where we have created by date produced fans and more so I actually wish to choose the developed.
by or perhaps the fans since I want to monitor my staff member that are actually following this so I will you understand put it right here now these are the a few of the fields that I desired for my pipeline now you can see there are a lot of choices offered within streak is in fact among the most convenient and among the most uh you know flexible out there it’s extremely easy to use with templates we have jobs too within my job once again if I didn’t wish to opt for these sales if I finished with tasks then I can opt for the task phases right here and once again the fields the procedure is going to be similar you will pick these phases from here on this plus button here and you can also offer it various different colors we likewise have organization Dev here you can see then we have working with so if you do hiring then this is going to be your phases task search financier fundraising others property assistance and custom-made So within our support you can see we have actually inbound assigned dealing with dealt with and noise this is in fact pretty good and we also have custom-made where I can really start something from the scratch absolutely according to my company for me we merely have the sales so I’m gon na opt for the sales here and click develop private or.
shared so I will be sharing this with a staff member so I’m going to opt for the shared one here and click on develop now it will just take a 2nd for a street to develop a pipeline for me so you can see this actually looks respectable now I will have the ability to include my Lead Series so you can really click this fall and we have handle stage or relabel so as I continue 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 add a box so click ADD box here and I’m going to add a box in the lead area here and let’s just call it new and click get in so now you can see we have one lead developed let’s state that there is in fact closed one so I’m going to add one here let’s just for now let’s call it new I’m going to include another lead let’s call it new two we can in fact open this up in a new tab from here too however 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 say there was a gotten in touch with as well there’s one negotiating so I’ll just merely click on brand-new now as soon as you develop a lead we can actually click on this link and it will now open up the different fields that we added so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we developed keep in mind and then we have welcome teammates so from here I can invite the employee we have include columns we have emails files and remarks you can switch to the emails and it will reveal you the e-mails that you got in files we can even upload files and then we have the comments 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 develop a lead within your once you’re finished 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 information collected 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 choose various leads from here the stages and we can perform bulk actions such as deleting and sharing too uh one more thing with srix on top you will be able to see we have personal option we have these 3 dots where we can discover these stages Combinations and automation this is among the essential ones click on this link and you’ll have the ability to in fact integrate um other apps within yourr transfer information for notifications 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 develop our CSV files likewise now I can switch to my various folders that we have here and I can create a new pipeline we can switch to our simple Gmail really quickly from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have actually created we will even have our combine e-mails now with our so this is the combine email and with merge e-mail what takes place is I can in fact produce a follow-up emails and various storage emails here and we have active advises so using is actually easy you can get going totally free by simply adding the combination and now you understand how to utilize as a total novice don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me provide some context about my career and how it associates with. As an independent journalist, I’ve dealt with various customers, handled several tasks concurrently, and maintained a substantial network of contacts. Juggling these obligations can be frustrating, and I acknowledged the need for a central system to improve my operations.
In my quest for an option, I checked out different platforms but discovered them to be either too costly or too complicated for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly integrates with Gmail, making it ideal for self-employed journalists who greatly depend on email interaction. Here are some key benefits of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Organization:.
allows you to track and organize your e-mails easily, offering you a clear introduction of your communications with customers, leads, and collaborators.
You can create adjustable pipelines straight within your inbox, making it simple to manage and keep an eye on the development of your tasks and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and manage your sales process from list building to task completion.
You can classify contacts, develop custom-made stages, set suggestions, and track interactions, ensuring that no opportunity slips through the cracks.
Smooth Partnership and Team Effort:.
helps with partnership by permitting you to share pipelines and interact with employee within the platform.
You can appoint tasks, share essential e-mails, and work together in real-time, improving performance and ensuring everybody remains on the exact same page.
‘s versatile workflow system enables you to customize your pipelines and automate repetitive jobs.
You can develop templates for typical email reactions, schedule follow-ups, and established tips, conserving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, uses advantages in terms of coding and software application advancement. Here’s how:.
offers a robust API and comprehensive designer paperwork, making it simple to integrate with other tools and develop custom-made options.
This versatility enables self-employed reporters with coding abilities to extend the functionality of and customize it to their specific requirements.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to manage software application advancement jobs, from ideation to release.
You can develop custom phases for different development phases, designate tasks to team members, and track progress effectively.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and user friendly functions, minimizing the discovering curve.
Customizable pipelines and workflows to adapt to private requirements.
Collaborative functions that improve team effort and communication.
Developer-friendly API for combination and personalization.
Economical service for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation functions.
Reliance on Gmail for complete functionality, restricting compatibility with other email companies.
Contrast with HubSpot CRM:.
While offers substantial benefits for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
uses a more inexpensive service, specifically 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 comprehensive suite of features, including sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, offering a structured experience.
Both and incorporate with numerous third-party tools.
‘s seamless combination with Gmail is beneficial for users greatly reliant on email communication.
As a self-employed reporter, handling your hiring process and customer relationships is critical to your success. offers a budget-friendly and intuitive solution that seamlessly incorporates with Gmail, allowing you to improve your operations and concentrate on your craft. While it may not have the advanced features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re an editor, writer, or content creator, can empower you to take control of your freelance journalism profession by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.