As a seasoned freelance reporter, I understand the challenges of handling jobs, tracking leads, and supporting customer relationships. In this post, I will delve into the advantages of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey men welcome back in this video I will be revealing you how to use Streak Crm Email Attachments for your client relations cooperation interaction and far more so let’s enter into it to start with 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 simple Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is truly remarkable and I’ll show you how to do that as a total newbie it will help you customize an ideal process for your group and you will have the ability to get your work done now let’s actually enter the procedure now is available as an extension and it’s completely complimentary so when you get to the site you’ll get this choice 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 on add 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 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 ensure to sign.
into the very 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 just scroll down and click allow after adding this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting just recently seen all tracked emails and updated reply and then we have this new option 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 new dashboard for here I’ll have the ability to create a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go create a brand-new pipeline let’s actually do that you will click brand-new pipeline here and we have different alternatives firstly we have the stages so this is where you will choose these stages for your pipeline and you can actually we have a lead called pitched demonstration 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 e-mail from lead Source concern market deal size business size close rate email thread count days and state and notes so if you wish to include another stage you will click on this Plus on top and you will give your stage a name let’s say that you actually wished to develop another um you know stage here for instance let’s say I didn’t have no strings so I can develop right here.
and you can offer it your color so we can really pick various colors for each of the stages however I believe all of these are really already developed so this is in fact pretty excellent what I will do is I will actually get rid of this one and if you seem like there is um I believe pitched and demo are kind of like the exact same thing we just choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s eliminate the demo here and then we have negotiating with negotiating I can opt for 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 want so you will click on this plus here and we have free kind a date check box drop down General email email tracking task 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 opt for this one here this is the field that was in fact missing out on and I’ll actually rearrange and put the notes here all right e-mail thread count close date alright business’s size deal size and Business size okay let’s eliminate the business size and I’m gon na in fact find something else within the basic where we have actually created by date created fans and more so I really wish to go for the produced.
by or perhaps the fans since I want 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 alternatives readily available within streak is in fact one of the easiest and among the most uh you know flexible out there it’s very easy to use with templates we have tasks too within my project once again if I didn’t wish to choose these sales if I did with tasks then I can opt for the task stages right here and once again the fields the process is going to be similar you will pick these phases from here on this plus button here and you can likewise provide it different different colors we likewise have company Dev here you can see then we have working with so if you do working with then this is going to be your phases task search investor fundraising others realty support and custom-made So within our support you can see we have incoming designated dealing with dealt with and sound this is really pretty good and we also have custom-made where I can really start something from the scratch absolutely according to my business for me we simply have the sales so I’m gon na go with the sales here and click produce private or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click create now it will just take a second for a street to develop a pipeline for me so you can see this really looks respectable now I will have the ability to add my Lead Series so you can really click on this fall and we have manage phase or rename 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 on the top here include 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 on enter so now you can see we have actually one lead developed let’s state that there is actually 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 new 2 we can really open this up in a brand-new tab from here too but I’m just for now I’m just gon na work this way now you can see we have two leads then let’s state there was a called too there’s one negotiating so I’ll just simply click on new now as soon as you produce a lead we can actually click on this link and it will now open up the various fields that we included so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we produced remember and after that we have welcome teammates so from here I can welcome the employee we have include columns we have e-mails files and comments you can switch to the emails and it will reveal 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 conference notes and we even have our.
attachments so this is how you produce a lead within your as soon as you’re finished with this you can really click on get in and it will be closed now it will show 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 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 too uh another thing with srix at the top you will be able to see we have personal alternative we have these three dots where we can discover these phases Combinations and automation this is one of the essential ones click here and you’ll be able to really incorporate um other apps within yourr transfer information for notices for automations custom develops and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they very easily and create our CSV files likewise now I can switch to my various folders that we have here and I can produce a new pipeline we can change to our basic Gmail extremely easily from here and it will also reveal me the emails that I will be getting for my pipelines that I have developed we will even have our combine e-mails now with our so this is the combine e-mail and with merge email what takes place is I can actually create a follow-up e-mails and various storage emails here and we have active instructs so using is really simple you can begin totally free by just adding the integration and now you understand how to use as a total beginner don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me supply some context about my career and how it associates with. As an independent journalist, I have actually worked with various clients, handled several jobs concurrently, and kept a comprehensive network of contacts. Juggling these obligations can be frustrating, and I acknowledged the requirement for a central system to streamline my operations.
In my quest for a solution, I checked out different platforms but discovered them to be either too complicated or too pricey for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly integrates with Gmail, making it perfect for freelance reporters who heavily count on email interaction. Here are some crucial benefits of using for your freelance journalism working with process:.
User-friendly Email Tracking and Company:.
enables you to track and arrange your e-mails easily, offering you a clear summary of your communications with clients, leads, and partners.
You can create customizable pipelines straight within your inbox, making it easy to monitor the progress and manage of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to picture and handle your sales procedure from lead generation to job completion.
You can categorize contacts, produce custom phases, set pointers, and track interactions, ensuring that no chance slips through the fractures.
Smooth Partnership and Team Effort:.
assists in collaboration by allowing you to share pipelines and communicate with staff member within the platform.
You can appoint tasks, share essential emails, and work together in real-time, enhancing productivity and guaranteeing everyone remains on the exact same page.
‘s flexible workflow system enables you to tailor your pipelines and automate recurring jobs.
You can produce design templates for common email reactions, schedule follow-ups, and established suggestions, saving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, provides benefits in regards to coding and software application development. Here’s how:.
offers a robust API and comprehensive developer paperwork, making it simple to integrate with other tools and build custom-made options.
This flexibility allows independent reporters with coding abilities to extend the functionality of and tailor it to their specific needs.
Project Management for Software Advancement:.
‘s pipeline function can be adapted to manage software application development jobs, from ideation to implementation.
You can develop custom phases for various development phases, appoint tasks to employee, and track progress effectively.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
Instinctive user interface and easy-to-use features, decreasing the discovering curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collective features that boost team effort and communication.
Developer-friendly API for integration and customization.
Cost-effective service for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation features.
Reliance on Gmail for complete functionality, limiting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more budget friendly solution, particularly for freelancers and small businesses.
HubSpot has a totally free version, but advanced features need a higher-tier paid membership.
Functions and Complexity:.
offers a more comprehensive suite of functions, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Both and incorporate with numerous third-party tools.
‘s seamless combination with Gmail is useful for users greatly reliant on email interaction.
As a freelance reporter, managing your hiring process and client relationships is paramount to your success. offers a user-friendly and affordable service that effortlessly incorporates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re an editor, writer, or material developer, can empower you to take control of your freelance journalism career by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.