As a skilled freelance reporter, I comprehend the obstacles of handling jobs, tracking leads, and supporting client relationships. In this post, I will dig into the advantages of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey people invite back in this video I will be showing you how to use Streak Crm Integrate With Marketo for your consumer relations collaboration interaction and a lot more so let’s enter it first of all you need to go to streak.com and you will arrive at this website right here now is a type of CRM that we can add 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 incredible and I’ll show you how to do that as a total novice it will assist you tailor a best process for your team and you will be able to get your work done now let’s really enter into the process now is offered as an extension and it’s totally free so once you get to the website you’ll get this choice here which is add 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 add to Chrome click on ADD extension and your extension will be included okay 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 just check in make certain to sign.
into the exact same Gmail that you have included the uh you understand streak to now it will ask you for your access and we’re gon na simply scroll down and click permit after adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting recently seen all tracked e-mails and upgraded reply and then 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 merges so you can see this is like our new dashboard for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go create a new pipeline let’s really do that you will click on brand-new pipeline here and we have various options first off we have the stages so this is where you will select these stages for your pipeline and you can actually we have a lead gotten in touch with pitched demonstration 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 e-mail from lead Source concern market offer size company size close rate e-mail thread count days and state and keeps in mind so if you wish to add another phase you will click this Plus at the top and you will give your stage a name let’s say that you actually wished to create another um you understand stage here for example let’s say I didn’t have no strings so I can develop right here.
and you can offer it your color so we can in fact select various colors for each of the stages however I believe all of these are really already created so this is in fact pretty outstanding what I will do is I will really get rid of this one and if you feel like there is um I believe pitched and demonstration are kind of like the very same thing we simply choose the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s get rid of the demonstration here and after that we have working out with negotiating I can choose 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 on this plus here and we have free kind 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 go with this one here this is the field that was really missing out on and I’ll actually reorganize and put the notes here fine email thread count close date fine company’s size deal size and Company size okay let’s eliminate the company size and I’m gon na in fact discover something else within the general where we have actually created by date produced followers and more so I in fact wish to opt for the produced.
by or possibly the followers since I wish to track my team members 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 great deal of alternatives available within streak is actually among the easiest and among the most uh you understand versatile out there it’s very easy to use with templates we have jobs too within my job once again if I didn’t want to opt for these sales if I made with projects then I can opt for the project stages right here and again the fields the procedure is going to be comparable you will choose these phases from here on this plus button here and you can also offer it various various colors we likewise have service Dev here you can see then we have hiring so if you do employing then this is going to be your stages task search investor fundraising others property assistance and customized So within our support you can see we have inbound assigned working on resolved and noise this is really respectable and we likewise have custom-made where I can in fact start something from the scratch completely according to my service for me we merely 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 staff member so I’m going to go with 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 really looks respectable now I will have the ability to add my Lead Series so you can in fact click on this drop down and we have manage stage or relabel so as I proceed as I add different 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 section here and let’s just call it new and click get in so now you can see we have actually one lead produced let’s state 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 include another lead let’s call it new two we can actually open this up in a brand-new tab from here too but 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 called too there’s one negotiating so I’ll just simply click brand-new now once you create a lead we can actually click on this link and it will now open the different fields that we included so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we produced keep in mind and after that we have welcome teammates so from here I can invite the team members we have add columns we have e-mails 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 upload files and then we have the remarks at the top here once again we have the call log we have our conference notes and we even have our.
attachments so this is how you develop a lead within your as soon as you’re made with this you can actually click on go into 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 pick various leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh another thing with srix on top you will be able to see we have private option we have these 3 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 customized develops and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they really quickly and produce our CSV files likewise now I can change to my different folders that we have here and I can create a brand-new pipeline we can change 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 produced we will even have our merge emails now with our so this is the combine e-mail and with merge email what happens is I can actually produce a follow-up e-mails and various storage e-mails here and we have active advises so using is really easy you can get going totally free by just including the integration and now you know how to utilize as a complete novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me provide some context about my profession and how it relates to. As a freelance journalist, I’ve dealt with many customers, managed numerous tasks simultaneously, and maintained an extensive network of contacts. Balancing these responsibilities can be overwhelming, and I acknowledged the need for a central system to streamline my operations.
In my quest for an option, I checked out various platforms but discovered them to be either too complex or too expensive for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly incorporates with Gmail, making it perfect for freelance reporters who greatly depend on e-mail interaction. Here are some crucial benefits of using for your freelance journalism employing process:.
User-friendly Email Tracking and Company:.
enables you to track and organize your emails easily, offering you a clear overview of your communications with clients, leads, and collaborators.
You can create personalized pipelines straight within your inbox, making it simple to handle and keep an eye on the development of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to visualize and manage your sales process from list building to task conclusion.
You can classify contacts, produce custom phases, set reminders, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Partnership and Team Effort:.
assists in cooperation by enabling you to share pipelines and communicate with staff member within the platform.
You can assign jobs, share important e-mails, and collaborate in real-time, improving performance and guaranteeing everyone stays on the same page.
‘s versatile workflow system allows you to tailor your pipelines and automate repetitive jobs.
You can produce design templates for typical e-mail responses, schedule follow-ups, and set up tips, saving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, uses advantages in regards to coding and software development. Here’s how:.
offers a robust API and extensive designer paperwork, making it simple to integrate with other tools and build custom options.
This flexibility permits self-employed reporters with coding abilities to extend the functionality of and tailor it to their specific requirements.
Job Management for Software Application Advancement:.
‘s pipeline feature can be adapted to manage software development tasks, from ideation to release.
You can develop custom phases for different advancement phases, assign jobs to team members, and track development effectively.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
User-friendly user interface and easy-to-use functions, decreasing the learning curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collective features that improve team effort and interaction.
Developer-friendly API for integration and personalization.
Cost-effective solution for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for complete performance, restricting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more cost effective option, especially for freelancers and small businesses.
HubSpot has a complimentary version, but advanced functions require a higher-tier paid membership.
Functions and Complexity:.
offers a more detailed suite of functions, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, using a streamlined experience.
Both and integrate with numerous third-party tools.
‘s smooth combination with Gmail is beneficial for users greatly reliant on e-mail interaction.
As a freelance journalist, managing your hiring procedure and customer relationships is paramount to your success. offers a user-friendly and budget-friendly solution that perfectly integrates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it may not have the advanced 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, material, or author developer, can empower you to take control of your freelance journalism career by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.