As a skilled freelance reporter, I understand the difficulties of managing tasks, tracking leads, and supporting customer relationships. In this short article, I will dig into the advantages of utilizing for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for beginners hey men invite back in this video I will be revealing you how to utilize Streak Crm Calendar for your customer relations cooperation communication and far more so let’s get into it first off you require to go to streak.com and you will arrive at 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 really turn our Gmail into a platform which is really incredible and I’ll reveal you how to do that as a total novice it will help you tailor a perfect 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 available as an extension and it’s entirely complimentary so once you get to the website you’ll get this alternative 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 on add to Chrome click ADD extension and your extension will be included 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 sign in make sure to sign.
into the 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 just scroll down and click permit after including this is what your Gmail will appear like now you can see here in our basic you know folders we are getting just recently viewed all tracked e-mails and updated reply and then we have this new alternative 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 resembles our new dashboard for here I’ll have the ability to create a brand-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 really do that you will click on brand-new pipeline here and we have various options to start with we have the stages so this is where you will select these phases for your pipeline and you can in fact we have a lead contacted pitched demonstration negotiating close phone closed uh you know then we have supporting all right 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 notes so if you want to add another stage you will click on this Plus on top and you will offer your phase a name let’s say that you really wanted to create another um you know phase here for instance let’s state I didn’t have no strings so I can create right here.
and you can provide it your color so we can really pick various colors for each of the stages however I believe all of these are really already produced so this is actually pretty remarkable what I will do is I will really get rid of this one and if you seem like there is um I think pitched and demonstration are kind of like the same thing we simply go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s eliminate the demo here and then 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 on this plus here and we have free form a date check box fall General e-mail e-mail tracking job calls and meetings so I don’t 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 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 fine email thread count close date fine business’s size offer size and Business size alright let’s eliminate the company size and I’m gon na actually find something else within the general where we have developed by date created fans and more so I really wish to choose the developed.
by or possibly the followers due to the fact that I want to track my team members that are actually 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 in fact one of the easiest and one of 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 want to go for these sales if I finished with projects then I can go with the task phases right here and once 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 also give it various various colors we likewise have business Dev here you can see then we have hiring so if you do hiring then this is going to be your stages task search investor fundraising others realty assistance and custom So within our support you can see we have actually incoming appointed working on fixed and noise this is really pretty good and we likewise have customized where I can in fact start something from the scratch totally according to my service for me we just have the sales so I’m gon na go with the sales here and click on produce personal or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click on create now it will just take a 2nd for a street to create a pipeline for me so you can see this really looks pretty good now I will be able to include my Lead Series so you can really click on this fall and we have handle 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 add a box so click 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 get in so now you can see we have actually one lead created let’s state that there is actually closed one so I’m going to add one here let’s just for now let’s call it brand-new I’m going to add another lead let’s call it new 2 we can really open this up in a new tab from here too but I’m just for now I’m just gon na work by doing this 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 simply click on brand-new now as soon as you produce a lead we can really click here and it will now open up the different 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 created remember and after that we have welcome colleagues so from here I can invite the team members we have add columns we have emails files and comments you can switch to the emails and it will show you the emails that you got in files we can even submit files and then 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 when you’re finished with this you can really 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 select different leads from here the stages and we can carry out bulk actions such as deleting and sharing too uh one more thing with srix at the top you will be able to see we have private option we have these three dots where we can find these phases Integrations and automation this is among the crucial ones click on this link and you’ll have the ability to in fact incorporate um other apps within yourr transfer data for notices for automations customized develops and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they extremely easily and create our CSV files likewise now I can change to my different folders that we have here and I can develop a new pipeline we can change to our easy Gmail really 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 combine email and with merge e-mail what happens is I can actually develop a follow-up emails and various storage e-mails here and we have active instructs so utilizing is really simple you can start free of charge by just including the combination and now you know how to utilize as a total novice don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me offer some context about my profession and how it relates to. As an independent journalist, I’ve dealt with many customers, managed numerous tasks at the same time, and kept a substantial network of contacts. Balancing these duties can be frustrating, and I acknowledged the need for a central system to simplify my operations.
In my quest for an option, I explored numerous platforms however found them to be either too expensive or too complicated for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly incorporates with Gmail, making it ideal for self-employed journalists who heavily rely on e-mail communication. Here are some crucial benefits of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Company:.
permits you to track and organize your emails easily, giving you a clear overview of your interactions with customers, leads, and collaborators.
You can produce adjustable pipelines straight within your inbox, making it simple to keep an eye on the progress and handle of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to envision and handle your sales process from list building to job conclusion.
You can classify contacts, produce custom-made phases, set suggestions, and track interactions, making sure that no chance slips through the cracks.
Smooth Collaboration and Teamwork:.
assists in partnership by allowing you to share pipelines and communicate with team members within the platform.
You can appoint jobs, share essential emails, and team up in real-time, enhancing efficiency and guaranteeing everybody remains on the same page.
‘s versatile workflow system enables you to personalize your pipelines and automate recurring jobs.
You can create templates for common email reactions, schedule follow-ups, and set up reminders, saving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in independent journalism, offers advantages in terms of coding and software development. Here’s how:.
provides a robust API and comprehensive designer documentation, making it simple to integrate with other tools and develop customized solutions.
This versatility permits self-employed reporters with coding abilities to extend the performance of and customize it to their specific requirements.
Job Management for Software Development:.
‘s pipeline feature can be adapted to manage software development tasks, from ideation to implementation.
You can create customized stages for various advancement phases, assign tasks to team members, and track development efficiently.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive user interface and user friendly features, minimizing the discovering curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collective functions that boost team effort and communication.
Developer-friendly API for combination and modification.
Cost-efficient service for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation features.
Reliance on Gmail for full performance, limiting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While deals substantial advantages for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more economical option, particularly for freelancers and small businesses.
HubSpot has a complimentary variation, however advanced functions need a higher-tier paid subscription.
Functions and Complexity:.
offers a more detailed suite of functions, including innovative marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Both and incorporate with various third-party tools.
‘s seamless integration with Gmail is helpful for users heavily reliant on email communication.
As a self-employed journalist, handling your hiring procedure and client relationships is vital to your success. offers a user-friendly and inexpensive service that flawlessly incorporates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it may not have the advanced functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, content, or writer creator, can empower you to take control of your freelance journalism career by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.