As a skilled freelance reporter, I comprehend the challenges of handling projects, tracking leads, and supporting client relationships. In this article, I will dive into the benefits of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for novices hey men welcome back in this video I will be showing you how to use Streak Crm Ratings for your client relations partnership communication and much more so let’s enter into it firstly you need to go to streak.com and you will land on this site right here now is a type of CRM that we can add to our basic Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is really fantastic and I’ll reveal you how to do that as a complete newbie it will help you customize a best process for your group and you will have the ability to get your work done now let’s actually get into the procedure now is available as an extension and it’s entirely free so as soon as you get to the website you’ll get this option 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 contribute to Chrome click ADD extension and your extension will be included alright 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 sign in make certain to sign.
into the very same Gmail that you have actually 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 on permit after including this is what your Gmail will appear 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 after that 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 is like our brand-new dashboard 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 create a brand-new pipeline let’s really 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 select these phases for your pipeline and you can really we have a lead gotten in touch with pitched demo negotiating close phone closed uh you understand then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last email from lead Source concern market offer size business size close rate email thread count days and state and keeps in mind so if you want to add another stage you will click on this Plus at the top and you will offer your phase a name let’s say that you actually wanted to produce another um you understand phase here for example let’s state I didn’t have no strings so I can produce right here.
and you can offer it your color so we can actually choose various colors for each of the stages however I believe all of these are actually already produced so this is actually pretty excellent what I will do is I will actually 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 just choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s eliminate the demonstration here and after that we have working out 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 this plus here and we have totally free kind a date check box drop down General e-mail e-mail 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 choose this one here this is the field that was in fact missing and I’ll in fact rearrange and put the notes here alright email thread count close date fine company’s size deal size and Business size alright let’s get rid of the company size and I’m gon na really discover something else within the basic where we have created by date created fans and more so I actually wish to go for the produced.
by or possibly the followers since I wish to monitor my staff member that are in fact 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 great deal of options readily available within streak is in fact one of the most convenient and among the most uh you understand flexible out there it’s extremely easy to use with design templates we have jobs too within my task again if I didn’t wish to opt for these sales if I finished with jobs then I can opt for the project stages right here and once again the fields the procedure is going to be comparable you will pick these stages from here on this plus button here and you can likewise offer it various different colors we also have service Dev here you can see then we have working with so if you do hiring then this is going to be your stages task search investor fundraising others real estate assistance and customized So within our support you can see we have inbound designated dealing with solved and sound this is actually respectable and we also have custom where I can actually start something from the scratch absolutely according to my service for me we merely have the sales so I’m gon na opt for the sales here and click on create personal or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click on produce now it will simply take a 2nd for a street to create a pipeline for me so you can see this actually looks pretty good now I will be able to add my Lead Series so you can in fact click this drop down and we have manage phase or relabel so as I continue as I add various leads here what I I will do is I’ll just merely click and I’ll be able to include it click on the top here add 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 one lead created let’s state that there is in fact closed one so I’m going to include one here let’s just for now let’s call it new I’m going to include another lead let’s call it brand-new 2 we can actually open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work by doing this now you can see we have two leads then let’s state there was a called also there’s one negotiating so I’ll just simply click on new now when you produce a lead we can actually click here and it will now open up the different 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 developed remember and after that we have welcome colleagues so from here I can invite the team members we have include columns we have e-mails files and comments you can switch to the emails and it will reveal you the emails that you got in files we can even publish files and after that 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 create a lead within your when you’re finished with this you can in fact 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 select various leads from here the stages and we can perform bulk actions such as deleting and sharing also uh one more thing with srix at the top you will be able to see we have personal alternative we have these three dots where we can find these phases Integrations and automation this is one of the important ones click on this link and you’ll have the ability to in fact incorporate um other apps within yourr transfer information for alerts for automations customized constructs 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 extremely easily from here and it will also show me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our combine emails now with our so this is the merge email and with combine email what occurs is I can really produce a follow-up emails and different storage e-mails here and we have active instructs so utilizing is actually easy you can begin totally free by just including the integration and now you understand how to utilize as a complete novice do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me supply some context about my career and how it connects to. As an independent reporter, I have actually worked with numerous customers, managed multiple jobs all at once, and maintained a comprehensive network of contacts. Balancing these duties can be overwhelming, and I acknowledged the need for a central system to simplify my operations.
In my mission for a service, I checked out different platforms however found them to be either too pricey or too complicated for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly incorporates with Gmail, making it ideal for independent reporters who greatly rely on e-mail interaction. Here are some essential benefits of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Company:.
allows you to track and arrange your emails effortlessly, providing you a clear introduction of your interactions with clients, leads, and collaborators.
You can produce personalized pipelines straight within your inbox, making it easy to keep an eye on the progress and handle of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to picture and manage your sales procedure from list building to task conclusion.
You can categorize contacts, produce customized stages, set tips, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Partnership and Teamwork:.
helps with cooperation by enabling you to share pipelines and interact with team members within the platform.
You can designate jobs, share crucial emails, and work together in real-time, boosting productivity and guaranteeing everybody stays on the exact same page.
‘s versatile workflow system enables you to customize your pipelines and automate repeated tasks.
You can develop design templates for common e-mail reactions, schedule follow-ups, and set up reminders, conserving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, offers benefits in terms of coding and software application development. Here’s how:.
offers a robust API and substantial developer paperwork, making it easy to integrate with other tools and build customized options.
This versatility enables independent reporters with coding skills to extend the functionality of and tailor it to their particular requirements.
Project Management for Software Advancement:.
‘s pipeline function can be adjusted to handle software application development tasks, from ideation to deployment.
You can produce custom-made phases for various development phases, designate jobs to team members, and track development effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly user interface and user friendly features, reducing the learning curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collective functions that boost teamwork and communication.
Developer-friendly API for integration and customization.
Economical option for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation features.
Dependence on Gmail for complete performance, restricting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While deals considerable advantages for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more economical solution, especially for freelancers and small businesses.
HubSpot has a free version, but advanced functions need a higher-tier paid subscription.
Features and Complexity:.
supplies a more comprehensive suite of features, consisting of innovative marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is beneficial for users greatly reliant on e-mail interaction.
As an independent reporter, managing your hiring procedure and customer relationships is critical to your success. offers a cost effective and intuitive solution that effortlessly incorporates with Gmail, allowing you to improve your operations and concentrate on your craft. While it might not have the innovative features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a writer, editor, or material developer, can empower you to take control of your freelance journalism career by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.