As an experienced freelance journalist, I understand the obstacles of managing projects, tracking leads, and nurturing client relationships. In this post, I will delve into the benefits of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for novices hey guys welcome back in this video I will be showing you how to use Streak Crm Reports for your consumer relations collaboration interaction and a lot more so let’s enter into it firstly you need to go to streak.com and you will arrive on this site right here now is a kind of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center 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 total beginner it will help you tailor a best procedure for your group and you will have the ability to get your work done now let’s in fact get into the procedure now is readily available as an extension and it’s entirely totally free so as soon as you get to the website you’ll get this option 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 add to Chrome click on ADD extension and your extension will be added 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 merely sign in ensure 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 allow after adding this is what your Gmail will appear like now you can see here in our simple you know folders we are getting recently viewed all tracked emails and updated reply and then we have this brand-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 brand-new control panel for here I’ll have the ability to produce a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go develop a brand-new pipeline let’s really do that you will click brand-new pipeline here and we have different choices first off we have the stages so this is where you will pick these stages for your pipeline and you can actually we have a lead called pitched demo working out close phone closed uh you know 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 company size close rate email thread count days and state and notes so if you want to add another stage you will click this Plus at the top and you will give your stage a name let’s state that you actually wished to develop another um you know phase here for example let’s say I didn’t have no strings so I can create right here.
and you can give it your color so we can actually choose different colors for each of the stages but I think all of these are actually already produced so this is in fact quite remarkable what I will do is I will actually eliminate this one and if you feel like there is um I believe pitched and demo are sort of like the exact same thing we simply 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 then we have working out 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 various fields that you want so you will click this plus here and we have totally free type a date check box fall General e-mail email tracking job 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 out on and I’ll really reorganize and put the notes here okay email thread count close date okay business’s size offer size and Business size fine let’s get rid of the business size and I’m gon na in fact discover something else within the general where we have actually produced by date created followers and more so I actually want to opt for the created.
by or maybe the followers due to the fact that I want to track my employee that are actually following this so I will you know 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 great deal of alternatives offered within streak is really among the most convenient and among the most uh you know versatile out there it’s really easy to use with templates we have jobs too within my project once again if I didn’t wish to go for these sales if I finished with projects then I can choose the project stages right here and again the fields the procedure is going to be similar you will choose these phases from here on this plus button here and you can likewise provide it different different colors we likewise have service Dev here you can see then we have hiring so if you do hiring then this is going to be your stages job search financier fundraising others realty assistance and custom-made So within our support you can see we have actually incoming appointed working on dealt with and noise this is really respectable and we also have custom-made where I can really start something from the scratch completely according to my business for me we just have the sales so I’m gon na go with the sales here and click on produce private 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 produce a pipeline for me so you can see this actually looks pretty good now I will have the ability to include my Lead Series so you can in fact click this drop down and we have handle stage or rename so as I continue as I include different leads here what I I will do is I’ll just simply click and I’ll be able to add it click the top here add a box so click on 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 on enter so now you can see we have actually one lead produced let’s say that there is in fact 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 2 we can in fact open this up in a new tab from here too but I’m just for now I’m simply gon na work in this manner now you can see we have two leads then let’s say there was a gotten in touch with too there’s one working out so I’ll just merely click on brand-new now as soon as you develop a lead we can in fact click on this link and it will now open up the different fields that we added so this is a new Elite that I developed and we have all of these various columns we have the fields that we developed remember and after that we have welcome teammates so from here I can invite the staff member we have add 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 then we have the remarks at the top here again we have the call log we have our meeting notes and we even have our.
attachments so this is how you develop a lead within your as soon as you’re finished with this you can really click 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 pick various leads from here the stages and we can carry out bulk actions such as deleting and sharing as well uh one more thing with srix at the top you will have the ability to see we have personal choice we have these three dots where we can discover these stages Combinations and automation this is one of the important ones click on this link and you’ll be able to actually integrate um other apps within yourr transfer information for alerts for automations custom-made constructs and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they extremely easily and develop our CSV files similarly now I can switch to my various folders that we have here and I can produce a brand-new pipeline we can change to our basic Gmail really easily from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have created we will even have our merge emails now with our so this is the merge email and with merge email what occurs is I can really develop a follow-up e-mails and various storage e-mails here and we have active instructs so utilizing is truly easy you can start for free by simply adding the integration and now you know how to use as a total newbie do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me provide some context about my career and how it relates to. As a self-employed journalist, I have actually dealt with many customers, handled several jobs simultaneously, and maintained a comprehensive network of contacts. Balancing these duties can be frustrating, and I acknowledged the need for a centralized system to simplify my operations.
In my quest for a service, I checked out different platforms but found them to be either too complicated or too expensive for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly incorporates with Gmail, making it ideal for self-employed reporters who heavily depend on e-mail communication. Here are some essential benefits of using for your freelance journalism hiring procedure:.
User-friendly Email Tracking and Company:.
permits you to track and organize your emails effortlessly, providing you a clear introduction of your interactions with clients, leads, and partners.
You can create adjustable pipelines straight within your inbox, making it simple to keep an eye on the progress and handle of your assignments and jobs.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to picture and manage your sales process from list building to job conclusion.
You can classify contacts, develop customized phases, set tips, and track interactions, ensuring that no opportunity slips through the cracks.
Smooth Partnership and Team Effort:.
assists in partnership by enabling you to share pipelines and communicate with staff member within the platform.
You can designate tasks, share crucial e-mails, and work together in real-time, improving efficiency and ensuring everyone stays on the same page.
‘s versatile workflow system allows you to tailor your pipelines and automate recurring tasks.
You can create templates for common e-mail actions, schedule follow-ups, and established tips, saving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, uses advantages in regards to coding and software application development. Here’s how:.
provides a robust API and extensive designer documentation, making it simple to incorporate with other tools and develop custom-made solutions.
This flexibility allows independent reporters with coding abilities to extend the performance of and tailor it to their specific needs.
Job Management for Software Application Development:.
‘s pipeline function can be adjusted to handle software application development jobs, from ideation to release.
You can create custom phases for different advancement stages, appoint tasks to employee, and track development effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
Instinctive user interface and user friendly features, lessening the discovering curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collaborative functions that boost teamwork and interaction.
Developer-friendly API for integration and modification.
Economical solution for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation functions.
Dependence on Gmail for complete functionality, restricting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While offers considerable benefits for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more budget friendly service, especially for freelancers and small businesses.
HubSpot has a complimentary version, but advanced features require a higher-tier paid subscription.
Features and Intricacy:.
offers a more thorough suite of functions, consisting of innovative marketing automation and analytics.
focuses on simplicity and ease of use, offering a structured experience.
Both and integrate with numerous third-party tools.
‘s seamless integration with Gmail is advantageous for users heavily reliant on email interaction.
As a self-employed journalist, handling your hiring procedure and client relationships is vital to your success. deals a intuitive and budget friendly solution that perfectly integrates with Gmail, allowing you to improve your operations and focus on your craft. While it might not have the sophisticated functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re an editor, author, or content creator, can empower you to take control of your freelance journalism profession by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.