As an experienced freelance reporter, I comprehend the challenges of handling jobs, tracking leads, and supporting customer relationships. In this short article, I will delve into the benefits of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for novices hey people welcome back in this video I will be revealing you how to use Crm Streak Real Estate How To Set Up for your customer relations collaboration interaction and a lot more so let’s get into it first off you require to go to streak.com and you will land 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 actually turn our Gmail into a platform which is truly remarkable and I’ll show you how to do that as a complete novice it will help you personalize an ideal process for your group and you will be able to get your work done now let’s in fact get into the process now is available as an extension and it’s totally totally 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 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 ADD extension and your extension will be included okay it’s done and now it is adding 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 check 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 permit after adding this is what your Gmail will look like now you can see here in our basic you understand folders we are getting recently viewed 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 combines so you can see this resembles our new dashboard for here I’ll have the ability to develop a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go develop a new pipeline let’s actually do that you will click on new pipeline here and we have different options first of all we have the stages so this is where you will pick these stages for your pipeline and you can actually we have a lead contacted pitched demonstration 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 e-mail from lead Source concern market offer size company size close rate e-mail thread count days and state and keeps in mind so if you want to add another stage you will click this Plus on top and you will give your phase a name let’s say that you actually wanted to create another um you understand phase here for example 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 really pick different colors for each of the stages but I think all of these are actually already produced so this is really quite excellent what I will do is I will really get rid of this one and if you seem like there is um I believe pitched and demo are sort of like the very 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 eliminate the demonstration here and after that we have working out with negotiating I can choose 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 desire so you will click this plus here and we have complimentary type a date check box drop down General e-mail email tracking task calls and conferences so I do not 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 opt for this one here this is the field that was actually missing and I’ll actually rearrange and put the notes here all right email thread count close date fine business’s size deal size and Company size alright let’s eliminate the company size and I’m gon na actually find something else within the basic where we have actually created by date developed followers and more so I in fact want to choose the developed.
by or perhaps the fans since I wish to keep track of my team members 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 desired for my pipeline now you can see there are a great deal of alternatives readily available within streak is in fact one of the easiest and among the most uh you understand flexible out there it’s really easy to use with design templates we have projects too within my job again if I didn’t want to go for these sales if I finished with jobs then I can go with the project 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 likewise provide it various different colors we likewise have company Dev here you can see then we have employing so if you do employing then this is going to be your stages job search investor fundraising others real estate assistance and custom-made So within our support you can see we have incoming appointed working on solved and noise this is actually pretty good and we also have customized where I can in fact start something from the scratch totally according to my company for me we simply have the sales so I’m gon na choose the sales here and click create personal or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click on create now it will simply take a 2nd for a street to produce a pipeline for me so you can see this really looks pretty good now I will have the ability to add my Lead Series so you can in fact click this drop down and we have manage stage or rename so as I proceed as I include different leads here what I I will do is I’ll just merely 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 include a box in the lead section here and let’s just call it new and click go into so now you can see we have actually one lead developed 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 really 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 state there was a called as well there’s one working out so I’ll just merely click brand-new now as soon as you create a lead we can really click here and it will now open up the various fields that we included so this is a new Elite that I created and we have all of these various columns we have the fields that we developed keep in mind and after that we have invite colleagues so from here I can welcome the team members we have add columns we have emails files and comments you can change to the emails and it will reveal you the emails that you got in files we can even submit files and then we have the remarks at the top here once again we have the call log we have our conference notes and we even have our.
attachments so this is how you create a lead within your when you’re finished with this you can in fact click 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 2 leads one contacted 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 carry out bulk actions such as erasing and sharing also uh one more thing with srix at the top you will have the ability to see we have private alternative we have these three dots where we can find these stages Integrations and automation this is among the essential ones click on this link and you’ll be able to in fact integrate 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 have the ability to Import and Export data they very easily and develop our CSV files likewise now I can change to my different folders that we have here and I can produce a brand-new pipeline we can change to our simple Gmail extremely quickly 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 merge emails now with our so this is the combine e-mail and with merge email what takes place is I can in fact create a follow-up emails and various storage e-mails here and we have active instructs so using is really simple you can get started free of charge by simply adding the combination and now you know how to utilize as a complete beginner do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me supply some context about my career and how it associates with. As a freelance reporter, I have actually dealt with many customers, managed multiple jobs simultaneously, and kept a comprehensive network of contacts. Balancing these obligations can be frustrating, and I acknowledged the requirement for a central system to enhance my operations.
In my quest for a service, I explored various platforms however discovered them to be either too expensive or too complex for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly integrates with Gmail, making it perfect for self-employed reporters who greatly rely on email interaction. Here are some key benefits of using for your freelance journalism working with process:.
User-friendly Email Tracking and Company:.
enables you to track and organize your e-mails effortlessly, offering you a clear introduction of your communications with customers, leads, and partners.
You can create personalized pipelines directly within your inbox, making it easy to keep an eye on the development and manage of your assignments and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to visualize and manage your sales procedure from lead generation to job completion.
You can categorize contacts, produce custom-made stages, set pointers, and track interactions, ensuring that no chance slips through the fractures.
Seamless Collaboration and Teamwork:.
facilitates cooperation by permitting you to share pipelines and interact with team members within the platform.
You can assign tasks, share important emails, and work together in real-time, improving efficiency and making sure everybody stays on the same page.
‘s flexible workflow system enables you to personalize your pipelines and automate recurring jobs.
You can produce design templates for typical e-mail reactions, schedule follow-ups, and set up pointers, saving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, provides benefits in terms of coding and software application development. Here’s how:.
supplies a robust API and substantial developer documentation, making it easy to incorporate with other tools and construct custom-made options.
This flexibility allows freelance reporters with coding abilities to extend the functionality of and customize it to their particular needs.
Project Management for Software Advancement:.
‘s pipeline function can be adjusted to manage software development tasks, from ideation to release.
You can produce custom-made stages for various development stages, appoint jobs to employee, and track development efficiently.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Instinctive user interface and easy-to-use features, reducing the learning curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collaborative features that enhance team effort and communication.
Developer-friendly API for integration and modification.
Affordable option for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for complete performance, restricting compatibility with other email companies.
Contrast with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more cost effective service, particularly for freelancers and small businesses.
HubSpot has a free version, but advanced features require a higher-tier paid membership.
Functions and Complexity:.
supplies a more extensive suite of functions, including sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, offering a streamlined experience.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is beneficial for users greatly reliant on email interaction.
As an independent journalist, managing your hiring process and client relationships is vital to your success. offers a affordable and instinctive service that seamlessly incorporates with Gmail, enabling you to improve your operations and concentrate on your craft. While it might not have the sophisticated features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a material, editor, or author 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 undertakings.