As a skilled freelance reporter, I understand the challenges of managing jobs, tracking leads, and supporting client relationships. In this article, I will dig into the advantages of using for self-employed 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 guys invite back in this video I will be showing you how to utilize Highrise Vs Streak Crm for your customer relations cooperation interaction and far more so let’s enter it first off you require to go to streak.com and you will arrive on this site right here now is a sort of CRM that we can contribute 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 incredible and I’ll reveal you how to do that as a complete newbie it will assist you personalize an ideal procedure for your group and you will have the ability to get your work done now let’s really enter into the procedure now is offered as an extension and it’s totally complimentary so when you get to the website you’ll get this choice here which is contribute to Chrome and you’re.
going to select 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 ADD extension and your extension will be included all right 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 check in ensure to sign.
into the exact same Gmail that you have included the uh you know streak to now it will ask you for your access and we’re gon na merely scroll down and click enable after adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting recently seen all tracked emails and updated reply and after that we have this new option which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this is like our brand-new dashboard for here I’ll have the ability 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 brand-new pipeline let’s in fact 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 select these stages for your pipeline and you can in fact we have a lead contacted pitched demonstration negotiating close phone closed uh you understand then we have nurturing fine then we have Fields so in fields we have a date of last e-mail last email from lead Source priority industry deal size business size close rate e-mail thread count days and state and notes so if you wish to add another stage you will click this Plus at the top and you will give your stage a name let’s state that you actually wished to develop another um you know phase here for example let’s say I didn’t have no strings so I can produce right here.
and you can provide it your color so we can actually choose different colors for each of the stages however I believe all of these are in fact already created so this is actually quite remarkable what I will do is I will actually get rid of this one and if you seem like there is um I think pitched and demonstration are kind of like the very same thing we just opt for the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s get rid of the demonstration here and after that we have negotiating 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 different fields that you desire so you will click this plus here and we have totally free type a date check box fall General email 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 really missing and I’ll really rearrange and put the notes here fine e-mail thread count close date fine business’s size offer size and Business size all right let’s get rid of the business size and I’m gon na really discover something else within the basic where we have created by date produced followers and more so I in fact wish to choose the produced.
by or maybe the followers due to the fact that I want 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 desired for my pipeline now you can see there are a lot of choices offered within streak is in fact among the easiest and among the most uh you know flexible out there it’s very easy to use with templates we have projects too within my project again if I didn’t wish to choose these sales if I made with jobs then I can go with the project phases right here and once 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 likewise offer it various various colors we also have organization Dev here you can see then we have hiring so if you do hiring then this is going to be your phases task search investor fundraising others real estate support and custom-made So within our support you can see we have actually inbound designated dealing with resolved and sound this is really respectable and we likewise have customized where I can actually start something from the scratch totally according to my business for me we simply have the sales so I’m gon na opt for the sales here and click on produce personal or.
shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click on create now it will just take a second for a street to produce a pipeline for me so you can see this in fact looks respectable now I will have the ability to include my Lead Series so you can really click on this fall and we have handle stage or rename so as I proceed as I include various leads here what I I will do is I’ll just simply 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 include a box in the lead area here and let’s simply call it new and click on get in so now you can see we have actually one lead developed let’s state that there is really 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 new 2 we can really open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work in this manner now you can see we have two leads then let’s state there was a called too there’s one working out so I’ll just merely click brand-new now as soon as you develop a lead we can actually click here and it will now open the various fields that we included so this is a brand-new Elite that I developed and we have all of these different columns we have the fields that we produced keep in mind and then we have welcome colleagues so from here I can invite the team members we have add columns we have e-mails files and remarks you can switch to the e-mails and it will reveal you the e-mails that you got in files we can even upload files and after that 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 create a lead within your when you’re made with this you can actually click enter and it will be closed now it will reveal you something like this we have all of our information 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 choose various leads from here the stages and we can perform bulk actions such as deleting and sharing as well uh another thing with srix on top you will be able to see we have personal choice we have these three dots where we can find these phases Integrations 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 alerts for automations customized constructs and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely quickly and develop our CSV files similarly now I can change to my various folders that we have here and I can create a brand-new pipeline we can switch to our basic Gmail really quickly from here and it will also show me the emails that I will be receiving for my pipelines that I have actually produced we will even have our combine emails now with our so this is the merge e-mail and with merge email what takes place is I can in fact develop a follow-up e-mails and various storage emails here and we have active advises so utilizing is actually easy you can get going totally free by just adding the combination and now you know how to utilize as a complete newbie don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me offer some context about my profession and how it associates with. As a self-employed reporter, I have actually worked with various customers, managed multiple jobs simultaneously, and preserved a comprehensive network of contacts. Balancing these responsibilities can be overwhelming, and I acknowledged the need for a central system to simplify my operations.
In my quest for an option, I explored different platforms however found them to be either too complex or too pricey for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly incorporates with Gmail, making it perfect for self-employed journalists who greatly depend on e-mail communication. Here are some crucial advantages of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Organization:.
enables you to track and organize your e-mails easily, giving you a clear introduction of your communications with customers, leads, and partners.
You can develop personalized pipelines straight within your inbox, making it simple to keep an eye on the progress and manage of your assignments and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to envision and handle your sales procedure from lead generation to job conclusion.
You can categorize contacts, create custom-made stages, set suggestions, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Collaboration and Teamwork:.
assists in partnership by enabling you to share pipelines and interact with employee within the platform.
You can assign tasks, share essential emails, and team up in real-time, boosting efficiency and making sure everybody stays on the exact same page.
‘s flexible workflow system enables you to personalize your pipelines and automate recurring jobs.
You can develop design templates for common email reactions, schedule follow-ups, and established suggestions, conserving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, uses advantages in regards to coding and software application advancement. Here’s how:.
offers a robust API and comprehensive developer documents, making it simple to incorporate with other tools and develop custom-made services.
This versatility permits independent journalists with coding abilities to extend the performance of and tailor it to their specific needs.
Job Management for Software Application Development:.
‘s pipeline function can be adapted to handle software development tasks, from ideation to release.
You can produce custom stages for different advancement phases, assign jobs to staff member, and track development effectively.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Instinctive interface and user friendly functions, decreasing the learning curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collaborative functions that improve team effort and interaction.
Developer-friendly API for integration and modification.
Cost-efficient solution for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for complete functionality, limiting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While deals considerable advantages for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
offers a more cost effective option, especially for freelancers and small companies.
HubSpot has a totally free version, but advanced functions need a higher-tier paid membership.
Functions and Intricacy:.
supplies a more thorough suite of features, consisting of sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, using a structured experience.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is useful for users heavily reliant on email communication.
As a freelance reporter, handling your hiring procedure and customer relationships is vital to your success. offers a affordable and user-friendly option that seamlessly incorporates with Gmail, enabling you to streamline your operations and focus on your craft. While it may not have the sophisticated features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a writer, content, or editor developer, can empower you to take control of your freelance journalism profession by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.