As an experienced freelance reporter, I understand the obstacles of handling projects, tracking leads, and nurturing client relationships. In this post, I will dig into the advantages of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for beginners hey men invite back in this video I will be revealing you how to utilize Streak Crm Integration With Meetup for your client relations partnership communication and a lot more so let’s get into it to start with you need to go to streak.com and you will arrive on this site right here now is a type of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is really remarkable and I’ll show you how to do that as a complete novice it will assist you personalize an ideal procedure for your team and you will be able to get your work done now let’s actually get into the process now is readily available as an extension and it’s entirely free so once 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 on ADD extension and your extension will be added alright 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 ensure to sign.
into the same Gmail that you have included the uh you know streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click on allow after including this is what your Gmail will look like now you can see here in our basic you understand folders we are getting recently seen all tracked e-mails and updated reply and then we have this new alternative 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 resembles our new control panel for here I’ll have the ability to create a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go create a brand-new pipeline let’s in fact do that you will click on brand-new pipeline here and we have various alternatives to start with we have the stages so this is where you will choose these phases for your pipeline and you can really we have a lead called pitched demo working out 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 email from lead Source top priority industry offer size business size close rate e-mail thread count days and state and keeps in mind so if you want to include another phase you will click this Plus at the top and you will offer your stage a name let’s say that you actually wanted to produce another um you understand stage here for instance let’s state I didn’t have no strings so I can produce right here.
and you can give it your color so we can really select various colors for each of the stages however I believe all of these are actually currently developed so this is actually pretty outstanding what I will do is I will in fact get rid of this one and if you seem like there is um I believe pitched and demo are kind of like the very same thing we simply go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s get rid of the demonstration 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 totally free type a date check box drop down General email email tracking task calls and conferences 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 and I’ll actually reorganize and put the notes here fine e-mail thread count close date alright business’s size offer size and Business size okay let’s get rid of the company size and I’m gon na actually find something else within the general where we have produced by date developed followers and more so I really wish to go for the produced.
by or possibly the fans because I want to track my staff member that are actually following this so I will you know 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 options offered within streak is in fact among the simplest and among the most uh you understand versatile out there it’s really easy to use with design templates we have tasks too within my task again if I didn’t want to opt for these sales if I finished with projects then I can go with the job phases right here and once again the fields the process is going to be comparable you will select these phases from here on this plus button here and you can likewise provide it different different colors we likewise have company Dev here you can see then we have employing so if you do employing then this is going to be your stages task search investor fundraising others property assistance and custom-made So within our assistance you can see we have actually incoming assigned working on dealt with and noise this is in fact respectable and we likewise have custom-made where I can actually start something from the scratch totally according to my company for me we merely have the sales so I’m gon na choose the sales here and click on develop private or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click develop now it will simply take a 2nd for a street to develop a pipeline for me so you can see this actually looks respectable now I will be able to include my Lead Series so you can really click this fall and we have manage stage or rename so as I proceed as I include various leads here what I I will do is I’ll just merely click and I’ll be able to add 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 brand-new and click on get in so now you can see we have actually one lead created let’s state that there is really closed one so I’m going to include 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 simply gon na work by doing this now you can see we have 2 leads then let’s say there was a contacted too there’s one negotiating so I’ll just simply click on new now when you develop a lead we can really click on this link and it will now open up the various fields that we included so this is a brand-new Elite that I produced and we have all of these different columns we have the fields that we created remember and after that we have invite teammates so from here I can invite the staff member we have include columns we have e-mails files and remarks you can switch to the e-mails and it will reveal you the emails that you got in files we can even upload files and after that 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.
accessories so this is how you create 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 show you something like this we have all of our information gathered 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 erasing and sharing as well uh another thing with srix on top you will have the ability to see we have private choice we have these three dots where we can find these phases Integrations and automation this is among the crucial ones click on this link and you’ll be able to in fact incorporate um other apps within yourr transfer data 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 really quickly and develop 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 change to our basic Gmail really easily from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have produced we will even have our combine emails now with our so this is the combine e-mail and with merge e-mail what occurs is I can in fact develop a follow-up emails and different storage e-mails here and we have active advises so utilizing is actually easy you can get going for free by just including the integration and now you know how to utilize as a complete novice don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me supply some context about my profession and how it associates with. As a self-employed journalist, I have actually worked with many clients, handled numerous tasks at the same time, and kept an extensive network of contacts. Balancing these responsibilities can be frustrating, and I acknowledged the requirement for a centralized system to streamline my operations.
In my quest for an option, I checked out numerous platforms but found them to be either too complex or too costly 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 integrates with Gmail, making it ideal for freelance reporters who greatly rely on email interaction. Here are some essential advantages of using for your freelance journalism working with process:.
Instinctive Email Tracking and Organization:.
permits you to track and arrange your emails easily, offering you a clear overview of your communications with customers, leads, and collaborators.
You can create personalized pipelines directly within your inbox, making it simple to manage and keep track of the development of your tasks and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and manage your sales procedure from lead generation to job conclusion.
You can categorize contacts, produce custom phases, set reminders, and track interactions, making sure that no chance slips through the cracks.
Smooth Collaboration and Teamwork:.
facilitates collaboration by allowing you to share pipelines and interact with employee within the platform.
You can appoint jobs, share important emails, and collaborate in real-time, boosting efficiency and guaranteeing everybody remains on the very same page.
‘s versatile workflow system enables you to tailor your pipelines and automate repetitive jobs.
You can produce design templates for common e-mail actions, schedule follow-ups, and set up reminders, conserving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, offers benefits in regards to coding and software application development. Here’s how:.
supplies a robust API and substantial designer paperwork, making it simple to integrate with other tools and develop custom services.
This flexibility permits self-employed reporters with coding skills to extend the performance of and customize it to their specific requirements.
Job Management for Software Advancement:.
‘s pipeline function can be adjusted to handle software development projects, from ideation to deployment.
You can develop customized stages for different development stages, appoint jobs to staff member, and track progress efficiently.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and easy-to-use features, lessening the finding out curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collaborative features that improve teamwork and communication.
Developer-friendly API for combination and personalization.
Cost-effective option for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation functions.
Reliance on Gmail for complete functionality, restricting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more affordable service, specifically for freelancers and small companies.
HubSpot has a complimentary version, however advanced features need a higher-tier paid membership.
Functions and Complexity:.
provides a more thorough suite of functions, including innovative marketing automation and analytics.
concentrates on simplicity and ease of use, providing a streamlined experience.
Both and integrate with numerous third-party tools.
‘s seamless combination with Gmail is useful for users heavily reliant on e-mail interaction.
As a freelance journalist, managing your hiring procedure and client relationships is paramount to your success. offers a intuitive and affordable solution that effortlessly integrates with Gmail, allowing you to streamline 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 a perfect option for freelance reporters.
Whether you’re a writer, editor, or material creator, can empower you to take control of your freelance journalism career by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.