As a skilled freelance reporter, I understand the difficulties of handling projects, tracking leads, and supporting client relationships. In this article, I will dive into the advantages of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for novices hey men welcome back in this video I will be revealing you how to utilize Hubspot Crm Vs Streak for your client relations partnership interaction and a lot more so let’s enter into it first of all you need to go to streak.com and you will arrive at this site right here now is a type of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is truly incredible and I’ll show you how to do that as a complete newbie it will help you customize a perfect process for your group and you will have the ability to get your work done now let’s actually get into the process now is offered as an extension and it’s entirely totally free so once you get to the site you’ll get this option here which is add 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 contribute to Chrome click ADD extension and your extension will be added fine 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 simply check in make certain to sign.
into the 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 merely scroll down and click on enable after adding this is what your Gmail will look like now you can see here in our basic you know folders we are getting just recently seen all tracked emails and updated 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 brand-new control panel for here I’ll have the ability to produce a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go develop a brand-new pipeline let’s in fact do that you will click on brand-new pipeline here and we have various alternatives to start with 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 gotten in touch with pitched demo working out 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 top priority market offer size business size close rate email thread count days and state and keeps in mind so if you wish to include another stage you will click on this Plus on top and you will provide your phase a name let’s say that you really wished to develop another um you understand stage 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 in fact choose different colors for each of the stages but I think all of these are in fact already developed so this is really quite outstanding what I will do is I will really get rid of this one and if you feel like there is um I believe pitched and demo are kind of like the exact same thing we simply choose the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s eliminate 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 various fields that you want so you will click on this plus here and we have complimentary kind a date check box drop down General e-mail e-mail tracking task calls and conferences 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 opt for this one here this is the field that was really missing and I’ll really rearrange and put the notes here okay email thread count close date okay company’s size offer size and Company size alright let’s eliminate the business size and I’m gon na in fact find something else within the general where we have actually produced by date produced followers and more so I actually wish to go for the produced.
by or possibly the fans due to the fact that I want to keep an eye on 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 great deal of options available within streak is really one of the most convenient and one of the most uh you know flexible out there it’s extremely easy to use with templates we have projects too within my project once again if I didn’t wish to opt for these sales if I made with tasks then I can opt for the job stages right here and again the fields the process is going to be comparable you will choose these stages from here on this plus button here and you can likewise offer it different different colors we likewise have organization Dev here you can see then we have working with so if you do working with then this is going to be your phases job search investor fundraising others realty support and custom-made So within our assistance you can see we have actually inbound designated working on fixed and sound this is really respectable and we likewise have customized where I can in fact start something from the scratch absolutely according to my organization for me we merely have the sales so I’m gon na go with the sales here and click create 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 produce now it will just take a 2nd for a street to develop 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 actually click on this fall and we have handle stage or rename so as I continue as I add different 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 add a box so click on ADD box here and I’m going to add a box in the lead area here and let’s simply call it new and click go into so now you can see we have actually one lead created let’s state that there is in fact 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 2 we can actually open this up in a new tab from here too however 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 say there was a called too there’s one working out so I’ll just simply click on brand-new now as soon as you develop a lead we can actually click on this link and it will now open the different fields that we included so this is a new Elite that I developed and we have all of these different columns we have the fields that we produced remember and then we have invite 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 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 again we have the call log we have our meeting notes and we even have our.
attachments so this is how you develop a lead within your once you’re finished with this you can in fact click go into and it will be closed now it will show you something like this we have all of our information gathered here and at the top we’re getting our account such as two leads one gotten in touch with and something like this and this is where you will be getting your list we can pick various leads from here the stages and we can perform bulk actions such as erasing and sharing too uh another thing with srix at the top you will have the ability to see we have personal alternative we have these three dots where we can find these stages Integrations and automation this is among the crucial ones click on this link and you’ll be able to actually integrate um other apps within yourr transfer data for notices for automations custom-made builds and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they extremely quickly and produce our CSV files similarly now I can change to my various folders that we have here and I can develop a new pipeline we can change to our basic Gmail extremely easily from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our merge emails now with our so this is the merge email and with combine e-mail what occurs is I can really develop a follow-up e-mails and various storage e-mails here and we have active advises so using is actually easy you can start totally free by simply adding the integration and now you understand how to use as a total novice do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me supply some context about my career and how it relates to. As an independent reporter, I have actually worked with numerous clients, managed multiple projects all at once, and maintained a comprehensive network of contacts. Balancing these duties can be overwhelming, and I recognized the requirement for a centralized system to simplify my operations.
In my mission for a service, I explored various platforms however discovered them to be either too complicated or too pricey for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly integrates with Gmail, making it ideal for freelance reporters who heavily count on e-mail communication. Here are some crucial advantages of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Organization:.
allows you to track and organize your emails easily, giving you a clear summary of your communications with customers, leads, and partners.
You can create customizable pipelines straight within your inbox, making it easy to keep an eye on the progress and manage of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to picture and manage your sales procedure from list building to task completion.
You can classify contacts, develop custom-made phases, set reminders, and track interactions, making sure that no chance slips through the cracks.
Smooth Partnership and Teamwork:.
helps with collaboration by enabling you to share pipelines and interact with team members within the platform.
You can designate jobs, share essential emails, and team up in real-time, improving productivity and making sure everybody remains on the very same page.
‘s flexible workflow system allows you to personalize your pipelines and automate recurring jobs.
You can develop design templates for common e-mail actions, schedule follow-ups, and established suggestions, conserving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, provides advantages in terms of coding and software application advancement. Here’s how:.
provides a robust API and extensive designer paperwork, making it simple to integrate with other tools and construct custom solutions.
This versatility enables self-employed reporters with coding abilities to extend the performance of and customize it to their specific requirements.
Project Management for Software Development:.
‘s pipeline function can be adjusted to handle software application development tasks, from ideation to implementation.
You can produce custom phases for different development stages, appoint tasks to team members, and track progress effectively.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive user interface and easy-to-use functions, reducing the finding out curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collective features that boost teamwork and interaction.
Developer-friendly API for combination and personalization.
Affordable solution for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for complete functionality, limiting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While offers considerable benefits for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
offers a more budget friendly solution, especially for freelancers and small businesses.
HubSpot has a totally free version, but advanced features need a higher-tier paid membership.
Functions and Intricacy:.
offers a more detailed suite of functions, including innovative marketing automation and analytics.
focuses on simpleness and ease of use, providing a streamlined experience.
Both and integrate with different third-party tools.
‘s seamless combination with Gmail is useful for users heavily reliant on e-mail interaction.
As a self-employed journalist, handling your hiring process and customer relationships is vital to your success. offers a instinctive and cost effective solution that flawlessly incorporates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it may not have the sophisticated features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re an editor, material, or writer developer, can empower you to take control of your freelance journalism profession by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.