As an experienced freelance reporter, I understand the difficulties of handling jobs, tracking leads, and supporting customer relationships. In this article, I will delve into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for novices hey men invite back in this video I will be showing you how to utilize Streak Crm Software Advice for your customer relations partnership interaction and much more so let’s get into it firstly 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 easy Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is truly incredible and I’ll reveal you how to do that as a complete novice it will assist you personalize an ideal process for your team and you will be able to get your work done now let’s in fact get into the process now is offered as an extension and it’s completely free so as soon as you get to the website you’ll get this choice 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 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 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 simply sign in make sure to sign.
into the very same Gmail that you have actually 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 permit 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 emails 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 merges so you can see this is like our brand-new dashboard for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go produce a new pipeline let’s really do that you will click on new pipeline here and we have different alternatives firstly we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have a lead called pitched demo negotiating close phone closed uh you understand then we have supporting alright then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority market deal size company size close rate email thread count days and state and keeps in mind so if you want to include another stage you will click this Plus at the top and you will provide your stage a name let’s say that you in fact wished to create another um you know phase here for instance let’s state I didn’t have no strings so I can create right here.
and you can give it your color so we can actually pick different colors for each of the stages however I believe all of these are in fact already developed so this is in fact pretty excellent what I will do is I will actually eliminate this one and if you feel like there is um I believe pitched and demonstration are type of like the same thing we just opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s eliminate 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 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 complimentary form 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 go with this one here this is the field that was in fact missing and I’ll in fact reorganize and put the notes here alright e-mail thread count close date alright business’s size offer size and Company size alright let’s eliminate the business size and I’m gon na in fact discover something else within the basic where we have developed by date created fans and more so I in fact want to opt for the developed.
by or perhaps the fans since I wish to monitor my staff member that are in fact following this so I will you know 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 lot of choices readily available within streak is really among the most convenient and among the most uh you know flexible out there it’s extremely easy to use with design templates we have tasks too within my project once again if I didn’t wish to choose these sales if I finished with tasks then I can choose the task stages right here and 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 give it various different colors we also have service Dev here you can see then we have working with so if you do working with then this is going to be your phases task search financier fundraising others real estate assistance and custom So within our assistance you can see we have inbound appointed dealing with resolved and noise this is actually respectable and we likewise have customized where I can really start something from the scratch completely according to my service for me we just have the sales so I’m gon na opt for the sales here and click on develop personal or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click on produce now it will just take a 2nd for a street to produce 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 actually click this drop down and we have handle phase or relabel so as I continue as I include different leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click on the top here add a box so click on ADD box here and I’m going to add a box in the lead area here and let’s simply call it brand-new and click on get in so now you can see we have actually one lead developed let’s state 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 add another lead let’s call it new two we can in fact open this up in a brand-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 two leads then let’s say there was a gotten in touch with also there’s one working out so I’ll just merely click new now as soon as you create a lead we can in fact click here and it will now open up the different fields that we included so this is a new Elite that I developed and we have all of these various columns we have the fields that we produced remember and after that we have invite colleagues so from here I can welcome the staff member we have include columns we have e-mails files and comments you can switch to the e-mails and it will reveal you the e-mails that you got in files we can even submit files and then 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 produce a lead within your as soon as you’re finished with this you can really click get in and it will be closed now it will reveal you something like this we have all of our data gathered 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 select various leads from here the stages and we can perform bulk actions such as erasing and sharing too uh one more thing with srix on top you will be able to see we have private choice we have these 3 dots where we can discover these stages Integrations and automation this is among the important ones click here and you’ll be able to really integrate 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 be able to Import and Export data they extremely easily and create our CSV files similarly now I can switch to my different folders that we have here and I can produce a new pipeline we can change to our basic Gmail very quickly from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have actually developed we will even have our merge emails now with our so this is the merge email and with merge e-mail what happens is I can really develop a follow-up e-mails and various storage emails here and we have active advises so utilizing is really simple you can start for free by just adding the combination and now you understand how to utilize as a total beginner don’t.
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, managed multiple projects all at once, and kept a comprehensive network of contacts. Juggling these obligations can be frustrating, and I acknowledged the need for a centralized system to simplify my operations.
In my mission for a solution, I checked out numerous platforms however found them to be either too complicated or too costly for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly incorporates with Gmail, making it perfect for self-employed journalists who greatly depend on email communication. Here are some crucial benefits of using for your freelance journalism working with process:.
Intuitive Email Tracking and Organization:.
permits you to track and organize your emails effortlessly, giving you a clear summary of your interactions with customers, leads, and collaborators.
You can create personalized pipelines directly within your inbox, making it simple to handle and keep an eye on the progress of your assignments and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to envision and handle your sales process from list building to job completion.
You can categorize contacts, produce customized stages, set pointers, and track interactions, making sure that no chance slips through the cracks.
Smooth Cooperation and Teamwork:.
helps with partnership by allowing you to share pipelines and communicate with employee within the platform.
You can designate jobs, share essential emails, and team up in real-time, boosting efficiency and ensuring everyone remains on the same page.
‘s versatile workflow system enables you to personalize your pipelines and automate recurring jobs.
You can develop templates for typical email actions, schedule follow-ups, and established tips, saving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, uses advantages in regards to coding and software application advancement. Here’s how:.
provides a robust API and extensive designer documents, making it easy to integrate with other tools and develop custom-made options.
This versatility permits freelance reporters with coding skills to extend the functionality of and customize it to their specific requirements.
Job Management for Software Advancement:.
‘s pipeline feature can be adapted to handle software advancement jobs, from ideation to release.
You can create custom stages for various advancement phases, designate jobs to employee, and track development effectively.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive interface and easy-to-use functions, lessening the finding out curve.
Customizable pipelines and workflows to adapt to private requirements.
Collective features that improve team effort and interaction.
Developer-friendly API for combination and personalization.
Affordable service for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for full performance, limiting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While offers substantial benefits for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
offers a more budget-friendly service, specifically for freelancers and small businesses.
HubSpot has a complimentary version, however advanced functions need a higher-tier paid membership.
Features and Intricacy:.
provides a more thorough suite of features, including 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 useful for users greatly reliant on email interaction.
As a self-employed reporter, handling your hiring procedure and client relationships is paramount to your success. offers a budget friendly and intuitive option that seamlessly incorporates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it might not have the sophisticated functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a content, editor, or writer developer, can empower you to take control of your freelance journalism career by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.