As an experienced freelance reporter, I understand the obstacles of handling tasks, tracking leads, and supporting client relationships. In this post, I will delve into the benefits of utilizing for freelance 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 people welcome back in this video I will be showing you how to use Bcc Streak Crm for your client relations cooperation communication and far more so let’s enter into it first off you require to go to streak.com and you will arrive on this website right here now is a sort of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is really amazing and I’ll show you how to do that as a complete beginner it will help you personalize a perfect 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 offered as an extension and it’s entirely totally free so when you get to the site you’ll get this choice here which is contribute 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 contribute to Chrome click on ADD extension and your extension will be included fine 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 merely check in ensure to sign.
into the exact same Gmail that you have actually 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 allow after adding this is what your Gmail will appear like now you can see here in our basic you know folders we are getting just recently viewed 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 merges so you can see this resembles our new dashboard for here I’ll be able to create 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 actually do that you will click new pipeline here and we have different alternatives firstly we have the stages so this is where you will select these stages for your pipeline and you can in fact we have a lead gotten in touch with pitched demonstration 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 e-mail last e-mail from lead Source concern market deal size company size close rate e-mail thread count days and state and keeps in mind so if you wish to add another stage you will click this Plus at the top and you will provide your phase a name let’s say that you really wanted to develop another um you understand stage here for instance let’s say I didn’t have no strings so I can produce right here.
and you can give it your color so we can actually choose different colors for each of the stages but I believe all of these are really currently created so this is really quite excellent 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 demo are kind of like the very same thing we just opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s get rid of the demo here and then 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 different fields that you want so you will click on this plus here and we have free type a date check box drop down General email e-mail 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 choose this one here this is the field that was in fact missing out on and I’ll really reorganize and put the notes here fine email thread count close date fine company’s size offer size and Company size fine let’s get rid of the company size and I’m gon na in fact find something else within the general where we have produced by date created fans and more so I in fact wish to opt for the created.
by or perhaps the fans because I wish to keep track of my employee that are actually following this so I will you understand put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a great deal of choices readily available within streak is actually among the most convenient and among the most uh you understand versatile out there it’s really easy to use with templates we have tasks too within my job once again if I didn’t want to opt for these sales if I finished with tasks then I can choose the job phases 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 also provide it different various colors we also have company Dev here you can see then we have employing so if you do working with then this is going to be your phases task search financier fundraising others realty assistance and custom So within our assistance you can see we have actually inbound designated working on resolved and sound this is in fact respectable and we likewise have custom where I can actually start something from the scratch completely according to my organization for me we just have the sales so I’m gon na choose the sales here and click develop personal or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click on develop 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 include my Lead Series so you can actually click this fall and we have manage stage or relabel so as I proceed as I include different leads here what I I will do is I’ll just merely click and I’ll be able to include it click the top here include 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 go into so now you can see we have actually one lead created let’s state that there is in fact 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 brand-new two we can in fact open this up in a brand-new tab from here too however I’m just for now I’m just gon na work in this manner now you can see we have two leads then let’s state there was a called as well there’s one negotiating so I’ll just merely click on brand-new now as soon as you create a lead we can really click on this link and it will now open up the various fields that we added 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 keep in mind and then we have welcome teammates so from here I can invite the staff member we have add columns we have emails files and comments you can change to the emails and it will show you the e-mails that you got in files we can even submit files and after that we have the remarks at the top here 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 made with this you can in fact click on enter and it will be closed now it will show you something like this we have all of our data 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 choose various leads from here the stages and we can perform bulk actions such as erasing and sharing also uh one more thing with srix at the top you will be able to see we have private option we have these 3 dots where we can find these stages Combinations and automation this is among the essential ones click on this link and you’ll be able to actually integrate um other apps within yourr transfer data for notifications for automations custom-made develops and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they really easily and create our CSV files likewise now I can switch to my various folders that we have here and I can produce a new pipeline we can change to our basic Gmail extremely easily from here and it will also show me the e-mails that I will be getting for my pipelines that I have actually produced we will even have our combine emails now with our so this is the combine e-mail and with combine e-mail what happens is I can really produce a follow-up e-mails and various storage emails here and we have active instructs so utilizing is actually easy you can get going for free by simply including the combination and now you understand how to use as a total beginner don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me offer some context about my career and how it associates with. As a self-employed journalist, I’ve dealt with various customers, managed several tasks at the same time, and maintained a substantial network of contacts. Juggling these duties can be overwhelming, and I recognized the need for a centralized system to streamline my operations.
In my mission for a solution, I explored numerous platforms but found them to be either too intricate or too costly for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly incorporates with Gmail, making it ideal for freelance journalists who greatly depend on e-mail interaction. Here are some essential advantages of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Organization:.
allows you to track and arrange your emails easily, providing you a clear introduction of your interactions with customers, leads, and partners.
You can create customizable pipelines directly within your inbox, making it simple to keep an eye on the progress and manage of your assignments and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales procedure from lead generation to task completion.
You can categorize contacts, create custom phases, set reminders, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Partnership and Teamwork:.
helps with partnership by enabling you to share pipelines and interact with staff member within the platform.
You can appoint tasks, share important emails, and collaborate in real-time, improving productivity and ensuring everybody stays on the very same page.
‘s flexible workflow system allows you to tailor your pipelines and automate recurring jobs.
You can develop templates for common email actions, schedule follow-ups, and established suggestions, conserving you valuable time and effort.
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:.
offers a robust API and substantial designer documentation, making it easy to integrate with other tools and develop custom options.
This versatility enables independent journalists with coding abilities to extend the functionality of and customize it to their specific requirements.
Task Management for Software Advancement:.
‘s pipeline function can be adjusted to handle software application advancement jobs, from ideation to deployment.
You can create customized stages for different advancement phases, designate tasks to staff member, and track progress efficiently.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and easy-to-use features, minimizing the discovering curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collective features that improve teamwork and communication.
Developer-friendly API for combination and modification.
Cost-effective solution for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for complete functionality, limiting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While deals considerable benefits for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more cost effective service, specifically for freelancers and small companies.
HubSpot has a free variation, however advanced features need a higher-tier paid membership.
Features and Intricacy:.
offers a more extensive suite of features, including advanced marketing automation and analytics.
focuses on simpleness and ease of use, using a structured experience.
Both and integrate with numerous third-party tools.
‘s seamless combination with Gmail is advantageous for users greatly reliant on e-mail interaction.
As a self-employed reporter, handling your hiring procedure and customer relationships is paramount to your success. offers a budget-friendly and user-friendly service that flawlessly incorporates with Gmail, enabling you to simplify your operations and focus on your craft. While it may not have the advanced features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a author, editor, or content creator, can empower you to take control of your freelance journalism career by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.