As a skilled freelance journalist, I understand the difficulties of handling tasks, tracking leads, and supporting customer relationships. In this article, I will delve into the benefits of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for novices hey men invite back in this video I will be revealing you how to utilize Can I Attach Documents To Streak Free Crm for your client relations collaboration interaction and far more so let’s enter into it firstly you need 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 easy Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is really amazing and I’ll show you how to do that as a total newbie it will help you customize a best procedure for your group and you will have the ability to get your work done now let’s actually enter into the procedure now is readily available as an extension and it’s totally free so as soon as you get to the site you’ll get this option 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 add to Chrome click on ADD extension and your extension will be added all right it’s done and now it is adding 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 added the uh you know streak to now it will ask you for your access and we’re gon na just scroll down and click allow after including this is what your Gmail will look like now you can see here in our simple you understand folders we are getting recently viewed all tracked emails and upgraded reply and after that we have this brand-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 new dashboard for here I’ll be able to produce a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go produce a new pipeline let’s really do that you will click on brand-new pipeline here and we have various alternatives first of all we have the stages so this is where you will select these phases for your pipeline and you can in fact we have a lead gotten in touch with pitched demo working out close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority market deal size business size close rate e-mail thread count days and state and notes so if you wish to add another phase you will click this Plus at the top and you will give your phase a name let’s state that you actually wanted to create 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 select different colors for each of the stages however I think all of these are actually currently created so this is really 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 think pitched and demonstration are kind of like the same thing we simply choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is in fact let’s get rid of the demo here and after that 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 desire so you will click on this plus here and we have totally free kind a date check box drop down General e-mail e-mail tracking task calls and meetings so I don’t see anything for the course and conferences 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 really rearrange and put the notes here alright email thread count close date fine company’s size deal size and Business size all right let’s get rid of the company size and I’m gon na in fact find something else within the general where we have developed by date produced followers and more so I in fact want to choose the developed.
by or possibly the fans since I want to keep an eye on my staff member that are in fact 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 options readily available within streak is really one of the easiest and among the most uh you understand flexible out there it’s very easy to use with design templates we have projects too within my project again if I didn’t want to go for these sales if I did with projects then I can choose the project stages right here and 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 also offer it various different colors we likewise have organization 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 financier fundraising others real estate support and customized So within our assistance you can see we have actually incoming designated working on fixed and noise this is really pretty good and we likewise have customized where I can in fact start something from the scratch completely according to my service for me we merely have the sales so I’m gon na go with the sales here and click 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 create a pipeline for me so you can see this in fact looks respectable now I will have the ability to add my Lead Series so you can really 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 include it click on the top here include 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 brand-new and click go into so now you can see we have one lead produced let’s state that there is actually closed one so I’m going to add one here let’s just for now let’s call it brand-new I’m going to add another lead let’s call it new two we can actually open this up in a brand-new tab from here too however I’m just for now I’m just gon na work by doing this now you can see we have two leads then let’s say there was a called as well there’s one working out so I’ll just merely click brand-new now once you develop a lead we can actually click on this link and it will now open up the different fields that we included so this is a brand-new Elite that I developed and we have all of these various columns we have the fields that we developed remember and then we have welcome colleagues so from here I can welcome the staff member we have add columns we have emails files and comments you can change to the e-mails and it will show you the e-mails that you got in files we can even upload files and then we have the comments 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 produce a lead within your when you’re finished with this you can in fact click get in 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 pick different leads from here the stages and we can carry out bulk actions such as erasing and sharing also uh one more thing with srix on top you will have the ability to see we have private alternative we have these three dots where we can find these stages Combinations and automation this is one of the important ones click here and you’ll be able to actually incorporate um other apps within yourr transfer information for notifications for automations customized builds and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and produce our CSV files likewise now I can switch to my various folders that we have here and I can develop a brand-new pipeline we can switch to our simple Gmail very easily from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have actually created we will even have our merge e-mails now with our so this is the combine e-mail and with combine e-mail what takes place is I can really produce a follow-up emails and various storage emails here and we have active instructs so utilizing is really simple you can get started totally free by just adding the integration and now you understand how to utilize as a total beginner do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me offer some context about my career and how it connects to. As a freelance reporter, I’ve dealt with numerous clients, managed multiple tasks concurrently, and preserved an extensive network of contacts. Balancing these responsibilities can be frustrating, and I recognized the need for a central system to enhance my operations.
In my mission for an option, I checked out various platforms but found them to be either too expensive or too complex for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly integrates with Gmail, making it perfect for self-employed journalists who heavily count on e-mail interaction. Here are some essential benefits of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Company:.
allows you to track and organize your emails easily, offering you a clear introduction of your communications with clients, leads, and partners.
You can produce adjustable pipelines directly within your inbox, making it simple to keep an eye on the progress and manage of your projects and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and manage your sales procedure from list building to task conclusion.
You can classify contacts, develop customized phases, set tips, and track interactions, making sure that no opportunity slips through the fractures.
Smooth Collaboration and Team Effort:.
facilitates partnership by allowing you to share pipelines and communicate with team members within the platform.
You can designate tasks, share crucial emails, and collaborate in real-time, boosting performance and making sure everyone remains on the same page.
‘s flexible workflow system enables you to customize your pipelines and automate recurring tasks.
You can develop design templates for common e-mail reactions, schedule follow-ups, and established tips, saving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, provides benefits in terms of coding and software application advancement. Here’s how:.
offers a robust API and extensive designer documents, making it easy to integrate with other tools and develop customized solutions.
This flexibility permits freelance journalists with coding skills to extend the performance of and customize it to their specific needs.
Project Management for Software Application Development:.
‘s pipeline feature can be adjusted to manage software development jobs, from ideation to release.
You can create customized phases for different development phases, designate jobs to staff member, and track development effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and easy-to-use functions, reducing the learning curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collective functions that enhance team effort and interaction.
Developer-friendly API for integration and personalization.
Cost-efficient solution for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for full functionality, limiting compatibility with other email companies.
Contrast with HubSpot CRM:.
While deals considerable advantages for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more affordable option, particularly for freelancers and small businesses.
HubSpot has a totally free version, but advanced functions need a higher-tier paid subscription.
Features and Complexity:.
supplies a more thorough suite of functions, consisting of innovative marketing automation and analytics.
concentrates on simpleness and ease of use, offering a streamlined experience.
Both and incorporate with different third-party tools.
‘s seamless combination with Gmail is beneficial for users heavily reliant on email interaction.
As a self-employed reporter, managing your hiring process and client relationships is critical to your success. offers a intuitive and inexpensive option that perfectly integrates with Gmail, enabling you to improve your operations and focus on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re an editor, material, or writer developer, can empower you to take control of your freelance journalism profession by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.