As an experienced freelance journalist, I understand the obstacles of handling tasks, tracking leads, and nurturing client relationships. In this article, I will dig into the advantages 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 utilize for newbies hey men invite back in this video I will be showing you how to use Crm System Streak for your client relations collaboration communication and far more so let’s enter into it firstly you require to go to streak.com and you will arrive at this website right here now is a sort of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is truly amazing and I’ll reveal you how to do that as a total newbie it will help you tailor an ideal process 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 available as an extension and it’s totally totally free so once you get to the site you’ll get this alternative here which is contribute to Chrome and you’re.
going to pick 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 included 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 make certain to sign.
into the very same Gmail that you have included the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click on allow after including this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting just recently viewed all tracked emails and upgraded reply and then 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 brand-new control panel for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales 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 brand-new pipeline here and we have various options firstly we have the stages so this is where you will pick these stages for your pipeline and you can really we have actually a lead gotten in touch with pitched demo negotiating close phone closed uh you know then we have nurturing all right then we have Fields so in fields we have a date of last email last email from lead Source concern industry offer size company size close rate e-mail thread count days and state and keeps in mind so if you want to include another phase you will click this Plus at the top and you will provide your phase a name let’s state that you really wanted to develop another um you understand stage here for example let’s state I didn’t have no strings so I can produce right here.
and you can provide it your color so we can actually pick various colors for each of the stages however I believe all of these are in fact currently developed so this is really pretty impressive what I will do is I will in fact eliminate this one and if you seem like there is um I think pitched and demo are sort of like the very same thing we simply go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s get rid of 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 phases then I will scroll down to the fields here with each pipeline what are the different fields that you want so you will click this plus here and we have free type a date check box fall General e-mail e-mail tracking job calls and meetings 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 go with this one here this is the field that was in fact missing out on and I’ll in fact rearrange and put the notes here fine email thread count close date fine company’s size offer size and Company size okay let’s get rid of the business size and I’m gon na actually discover something else within the basic where we have actually produced by date produced followers and more so I in fact want to go for the developed.
by or possibly the fans because 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 great deal of choices readily available within streak is really one of the most convenient and one of the most uh you know flexible out there it’s very easy to use with design templates we have tasks too within my project once again if I didn’t wish to go for these sales if I did with tasks then I can go with the task stages right here and once again the fields the procedure is going to be comparable you will pick these stages from here on this plus button here and you can also offer it different different colors we likewise have business Dev here you can see then we have hiring so if you do employing then this is going to be your stages job search investor fundraising others real estate support and customized So within our assistance you can see we have actually inbound designated dealing with solved and noise this is actually pretty good and we likewise have custom where I can in fact start something from the scratch absolutely according to my service for me we just have the sales so I’m gon na choose the sales here and click produce private 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 produce now it will simply take a 2nd for a street to produce a pipeline for me so you can see this actually looks respectable now I will have the ability to add my Lead Series so you can actually click on this drop down and we have manage phase or relabel so as I proceed as I add various leads here what I I will do is I’ll just merely click and I’ll have the ability 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 section here and let’s simply call it new and click on go into so now you can see we have one lead created 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 brand-new I’m going to add another lead let’s call it brand-new two we can actually 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 2 leads then let’s say there was a called as well there’s one working out so I’ll just simply click on new now when you develop a lead we can really click on this link and it will now open the different fields that we included so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we developed remember and then we have welcome colleagues so from here I can invite the staff member we have include columns we have emails files and remarks you can change to the emails and it will reveal you the emails that you got in files we can even upload files and after that 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 produce a lead within your once you’re finished with this you can actually click go into 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 two leads one called 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 another thing with srix on top you will have the ability to see we have private option we have these three dots where we can discover these phases Integrations and automation this is among the important ones click on this link and you’ll be able to actually incorporate um other apps within yourr transfer information for notices for automations custom builds and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and produce our CSV files similarly now I can switch to my different folders that we have here and I can develop a brand-new pipeline we can change to our easy Gmail extremely easily from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have actually developed we will even have our combine e-mails now with our so this is the merge email and with merge e-mail what occurs is I can in fact develop a follow-up emails and different storage e-mails here and we have active advises so using is really simple you can get started for free by just adding the integration and now you know how to use as a total novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me provide some context about my profession and how it connects to. As an independent journalist, I have actually worked with numerous clients, handled multiple tasks at the same time, and kept a substantial network of contacts. Juggling these obligations can be overwhelming, and I recognized the need for a central system to enhance my operations.
In my quest for an option, I explored numerous platforms but found them to be either too intricate or too expensive for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly incorporates with Gmail, making it ideal for freelance reporters who heavily rely on e-mail communication. Here are some essential benefits of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Company:.
enables you to track and arrange your emails effortlessly, giving you a clear summary of your interactions with clients, leads, and partners.
You can produce personalized pipelines straight within your inbox, making it easy to manage and keep an eye on the progress of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and handle your sales process from lead generation to task completion.
You can categorize contacts, develop custom-made stages, set pointers, and track interactions, guaranteeing that no chance slips through the cracks.
Seamless Collaboration and Teamwork:.
assists in collaboration by permitting you to share pipelines and interact with employee within the platform.
You can designate jobs, share important emails, and work together in real-time, enhancing efficiency and guaranteeing everyone stays on the exact same page.
‘s versatile workflow system allows you to tailor your pipelines and automate recurring jobs.
You can create design templates for typical email reactions, schedule follow-ups, and set up reminders, conserving you valuable time and effort.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, uses advantages in terms of coding and software advancement. Here’s how:.
provides a robust API and extensive developer documents, making it easy to integrate with other tools and develop custom-made solutions.
This flexibility enables independent journalists with coding skills to extend the functionality of and customize it to their particular needs.
Project Management for Software Advancement:.
‘s pipeline function can be adapted to handle software advancement jobs, from ideation to release.
You can create custom-made stages for different development phases, assign tasks to employee, and track development effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and easy-to-use features, decreasing the learning curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collaborative features that boost team effort and communication.
Developer-friendly API for combination and modification.
Economical option for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation functions.
Dependence on Gmail for full performance, limiting compatibility with other email companies.
Contrast with HubSpot CRM:.
While offers substantial advantages for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more affordable service, particularly for freelancers and small companies.
HubSpot has a free version, but advanced features require a higher-tier paid membership.
Functions and Complexity:.
offers a more thorough suite of functions, consisting of 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 smooth integration with Gmail is beneficial for users greatly reliant on email communication.
As a freelance reporter, handling your hiring process and customer relationships is paramount to your success. offers a economical and instinctive service that effortlessly integrates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re an editor, author, or material developer, can empower you to take control of your freelance journalism profession by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.