As a skilled freelance reporter, I comprehend the difficulties of managing tasks, tracking leads, and supporting customer relationships. In this post, I will dig into the advantages of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for novices hey people invite back in this video I will be showing you how to utilize Crm Ui Streak for your customer relations collaboration interaction and much more so let’s enter into it firstly you require to go to streak.com and you will arrive at this site right here now is a sort of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is actually amazing and I’ll reveal you how to do that as a complete beginner it will assist you personalize a best procedure for your team and you will have the ability to get your work done now let’s really enter into the process now is readily available as an extension and it’s totally complimentary so as soon as you get to the site you’ll get this alternative here which is add 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 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 sign in make sure to sign.
into the exact same Gmail that you have actually added the uh you know 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 easy you understand folders we are getting just recently seen all tracked e-mails and upgraded 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 brand-new dashboard for here I’ll have the ability to create a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go produce a new pipeline let’s in fact do that you will click on brand-new pipeline here and we have various choices firstly we have the stages so this is where you will choose these phases for your pipeline and you can actually we have actually a lead called pitched demonstration negotiating close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern industry deal size company size close rate email thread count days and state and notes so if you want to include another phase you will click this Plus at the top and you will provide your stage a name let’s say that you actually wanted to create another um you know phase here for instance let’s state I didn’t have no strings so I can produce right here.
and you can offer it your color so we can really choose various colors for each of the stages but I believe all of these are in fact already produced so this is actually quite outstanding what I will do is I will actually eliminate this one and if you feel like there is um I believe pitched and demo are type of like the very same thing we just go with the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s eliminate the demonstration here and then we have negotiating with negotiating I can go with 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 on this plus here and we have totally free form a date check box drop down General email email tracking task calls and meetings so I do not 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 actually reorganize and put the notes here alright e-mail thread count close date fine business’s size offer size and Company size all right let’s get rid of the business size and I’m gon na actually find something else within the general where we have developed by date produced followers and more so I actually wish to opt for the developed.
by or possibly the fans because I wish to keep track of my team members that are really following this so I will you know 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 lot of options readily available within streak is really one of the simplest and one of the most uh you understand flexible out there it’s very easy to use with templates we have jobs too within my task again if I didn’t want to go for these sales if I finished with projects then I can choose the job stages right here and 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 likewise offer it various different colors we likewise have service Dev here you can see then we have hiring so if you do working with then this is going to be your stages job search investor fundraising others property support and custom So within our assistance you can see we have actually inbound assigned dealing with fixed and noise this is really pretty good and we likewise have customized where I can actually start something from the scratch absolutely according to my service for me we simply have the sales so I’m gon na choose the sales here and click on produce private or.
shared so I will be sharing this with a staff member so I’m going to opt for the shared one here and click on create now it will just take a second for a street to create a pipeline for me so you can see this actually looks pretty good now I will be able 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 be able 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 simply call it new and click on get in so now you can see we have one lead produced let’s say that there is actually closed one so I’m going to add one here let’s just for now let’s call it new I’m going to include another lead let’s call it new two we can in fact open this up in a 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 2 leads then let’s say there was a contacted as well there’s one negotiating so I’ll just simply click on brand-new now when you create a lead we can in fact click on this link and it will now open the different fields that we added so this is a new Elite that I developed and we have all of these various columns we have the fields that we created remember and after that we have welcome teammates so from here I can welcome the team members we have include columns we have e-mails files and comments you can switch to the e-mails and it will show you the e-mails that you got in files we can even submit files and after that we have the comments at the top here once again we have the call log we have our meeting notes and we even have our.
accessories so this is how you develop a lead within your once you’re done with this you can actually click get in 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 gotten in touch with 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 be able to see we have private choice we have these 3 dots where we can discover these stages Combinations and automation this is one of the important ones click on this link and you’ll have the ability to actually integrate um other apps within yourr transfer information for alerts for automations customized constructs and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they really easily and create our CSV files similarly now I can switch to my different folders that we have here and I can develop a new pipeline we can change to our basic Gmail really easily from here and it will likewise show me the emails that I will be getting for my pipelines that I have created we will even have our combine e-mails now with our so this is the merge email and with merge e-mail what takes place is I can in fact produce a follow-up emails and various storage emails here and we have active instructs so utilizing is actually easy you can start totally free by simply adding the combination and now you understand how to utilize as a total newbie do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me supply some context about my profession and how it relates to. As a freelance journalist, I’ve worked with various clients, managed several tasks at the same time, and preserved an extensive network of contacts. Juggling these obligations can be overwhelming, and I recognized the requirement for a centralized system to streamline my operations.
In my mission for a service, I checked out various platforms but discovered them to be either too expensive or too complicated for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly integrates with Gmail, making it ideal for self-employed journalists who heavily count on email communication. Here are some crucial advantages of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Organization:.
allows you to track and arrange your e-mails easily, offering you a clear introduction of your interactions with customers, leads, and partners.
You can create customizable pipelines straight within your inbox, making it simple to keep an eye on the progress and manage of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to visualize and handle your sales procedure from lead generation to task completion.
You can categorize contacts, produce custom stages, set pointers, and track interactions, making sure that no chance slips through the cracks.
Seamless Cooperation and Teamwork:.
helps with partnership by enabling you to share pipelines and communicate with staff member within the platform.
You can appoint jobs, share important emails, and team up in real-time, improving efficiency and guaranteeing everybody remains on the very same page.
‘s versatile workflow system enables you to tailor your pipelines and automate recurring jobs.
You can create design templates for common email reactions, schedule follow-ups, and established reminders, conserving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, uses advantages in terms of coding and software application advancement. Here’s how:.
supplies a robust API and substantial designer documents, making it easy to integrate with other tools and develop customized solutions.
This versatility enables independent reporters with coding abilities to extend the performance of and customize it to their specific requirements.
Job Management for Software Advancement:.
‘s pipeline feature can be adjusted to manage software development jobs, from ideation to release.
You can develop customized stages for various development stages, appoint tasks to employee, and track development efficiently.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive interface and easy-to-use features, reducing the finding out curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collective functions that improve team effort and interaction.
Developer-friendly API for integration and customization.
Cost-efficient solution for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation features.
Reliance on Gmail for full functionality, restricting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more economical option, particularly for freelancers and small businesses.
HubSpot has a free version, however advanced functions need a higher-tier paid subscription.
Features and Complexity:.
offers a more extensive suite of functions, consisting of sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Both and incorporate with numerous third-party tools.
‘s smooth integration with Gmail is useful for users greatly reliant on email interaction.
As an independent journalist, handling your hiring process and customer relationships is critical to your success. offers a inexpensive and user-friendly service that effortlessly integrates with Gmail, enabling you to enhance your operations and focus on your craft. While it may not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a writer, content, or editor developer, can empower you to take control of your freelance journalism career by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.