As a seasoned freelance journalist, I understand the challenges of handling projects, tracking leads, and supporting customer relationships. In this short article, I will delve into the benefits of utilizing 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 novices hey men invite back in this video I will be revealing you how to use Streak Crm How Many Contacts For Free Version for your client relations partnership interaction and much more so let’s enter it to start with you need to go to streak.com and you will land on this website right here now is a kind of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is really fantastic and I’ll reveal you how to do that as a complete novice it will help you customize a perfect process for your group and you will be able to get your work done now let’s really enter into the process now is readily available as an extension and it’s totally free so as soon as you get to the site you’ll get this choice 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 on contribute to Chrome click ADD extension and your extension will be added okay it’s done and now it is adding 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 merely sign in make sure to sign.
into the exact 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 merely scroll down and click on enable after including this is what your Gmail will look like now you can see here in our simple you know folders we are getting just recently viewed all tracked emails and updated reply and then we have this new option which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this resembles our new control panel for here I’ll be able to create a brand-new pipeline we have our sales orders sales once 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 on brand-new pipeline here and we have different options first of all we have the stages so this is where you will choose these phases for your pipeline and you can actually we have a lead called pitched demonstration negotiating close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern market offer size business size close rate e-mail thread count days and state and notes so if you wish 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 know phase here for example 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 choose different colors for each of the stages however I believe all of these are really already produced so this is in fact pretty remarkable what I will do is I will really get rid of this one and if you seem like there is um I think pitched and demonstration are type of like the very same thing we simply go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s eliminate 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 different fields that you desire so you will click this plus here and we have free form a date check box fall General email e-mail tracking task calls and conferences 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 choose this one here this is the field that was in fact missing out on and I’ll actually reorganize and put the notes here alright e-mail thread count close date alright company’s size offer size and Business size alright let’s get rid of the company size and I’m gon na actually discover something else within the general where we have created by date produced fans and more so I in fact wish to choose the produced.
by or maybe the fans due to the fact that I wish to keep an eye on my employee 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 wanted for my pipeline now you can see there are a lot of alternatives readily available within streak is really one of the easiest and one of the most uh you understand versatile out there it’s really easy to use with design templates we have jobs too within my project once again if I didn’t want to go for these sales if I did with jobs then I can opt for the project stages right here and once again the fields the process is going to be comparable you will choose these phases from here on this plus button here and you can likewise provide it various various colors we likewise have organization 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 property assistance and custom-made So within our assistance you can see we have actually inbound designated dealing with resolved and noise this is really pretty good and we also have custom-made where I can really start something from the scratch completely according to my organization for me we just have the sales so I’m gon na go with the sales here and click develop personal or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click produce now it will simply take a second for a street to create a pipeline for me so you can see this actually looks pretty good now I will be able to include my Lead Series so you can in fact click on this drop down and we have handle phase or rename so as I proceed as I add various leads here what I I will do is I’ll just simply click and I’ll be able to include it click on the top here include a box so click ADD box here and I’m going to include a box in the lead area here and let’s just call it new and click on go into so now you can see we have actually one lead produced 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 include another lead let’s call it new 2 we can actually open this up in a new tab from here too however I’m just for now I’m just gon na work by doing this now you can see we have two leads then let’s state there was a gotten in touch with also there’s one negotiating so I’ll just simply click on brand-new now when you produce a lead we can really click on this link and it will now open the different fields that we added so this is a brand-new Elite that I developed and we have all of these different columns we have the fields that we developed keep in mind and after that we have invite teammates so from here I can invite the team members we have include columns we have emails files and remarks you can switch to the e-mails and it will show you the emails that you got in files we can even publish 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.
attachments so this is how you create a lead within your as soon as you’re finished with this you can in fact click on go into 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 two leads one called and something like this and this is where you will be getting your list we can select various leads from here the stages and we can carry out 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 three dots where we can discover these stages Combinations and automation this is among the essential ones click here and you’ll be able 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 information they really quickly and develop our CSV files likewise now I can switch 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 show me the emails that I will be receiving for my pipelines that I have produced we will even have our combine e-mails now with our so this is the combine e-mail and with merge email what occurs is I can really produce a follow-up emails and various storage e-mails here and we have active instructs so utilizing is really easy you can get started for free by simply adding the integration and now you understand how to use as a total novice don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me offer some context about my career and how it relates to. As a self-employed reporter, I have actually dealt with many customers, managed numerous tasks concurrently, and kept a substantial network of contacts. Balancing these responsibilities can be frustrating, and I acknowledged the requirement for a central system to simplify my operations.
In my mission for a solution, I checked out numerous platforms however found them to be either too pricey or too intricate for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly integrates with Gmail, making it perfect for freelance journalists who heavily depend on email interaction. Here are some crucial benefits of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Organization:.
permits you to track and organize your emails easily, offering you a clear introduction of your interactions with clients, leads, and collaborators.
You can develop personalized pipelines directly within your inbox, making it simple to manage and keep an eye on the development of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to picture and manage your sales process from list building to task completion.
You can classify contacts, develop customized stages, set reminders, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Collaboration and Team Effort:.
facilitates cooperation by permitting you to share pipelines and communicate with team members within the platform.
You can designate tasks, share important e-mails, and work together in real-time, improving efficiency and guaranteeing everybody remains on the very same page.
‘s versatile workflow system allows you to customize your pipelines and automate repeated tasks.
You can create templates for common 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 freelance journalism, offers advantages in terms of coding and software application development. Here’s how:.
supplies a robust API and substantial designer documentation, making it simple to integrate with other tools and develop custom options.
This versatility enables self-employed reporters with coding skills to extend the functionality of and tailor it to their specific needs.
Project Management for Software Application Development:.
‘s pipeline feature can be adjusted to handle software application advancement jobs, from ideation to implementation.
You can create customized phases for various advancement stages, designate tasks to staff member, and track progress effectively.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and user friendly features, minimizing the learning curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collaborative functions that boost teamwork and communication.
Developer-friendly API for integration and modification.
Cost-efficient service for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for full performance, limiting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While deals significant benefits for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more inexpensive option, specifically for freelancers and small companies.
HubSpot has a complimentary version, but advanced functions require a higher-tier paid membership.
Functions and Intricacy:.
offers a more comprehensive suite of features, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, using a streamlined experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is advantageous for users greatly reliant on email interaction.
As an independent journalist, managing your hiring process and client relationships is vital to your success. offers a economical and instinctive solution that effortlessly incorporates with Gmail, enabling 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 simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re an editor, writer, or content developer, can empower you to take control of your freelance journalism profession by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.