As an experienced freelance journalist, I comprehend the obstacles of managing projects, tracking leads, and nurturing customer relationships. In this short article, 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 use for novices hey men invite back in this video I will be showing you how to utilize Streak Crm Funksjonalitet for your client relations cooperation interaction and much more so let’s enter into it to start with you need to go to streak.com and you will arrive on this website right here now is a type of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is actually amazing and I’ll reveal you how to do that as a complete novice it will assist you customize an ideal process for your group and you will be able to get your work done now let’s really enter into the process now is readily available as an extension and it’s entirely totally free so once you get to the website you’ll get this alternative here which is contribute 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 contribute to Chrome click on 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 make sure to sign.
into the very same Gmail that you have added the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click on enable after adding this is what your Gmail will look like now you can see here in our simple you understand folders we are getting just recently seen all tracked emails and upgraded reply and then we have this brand-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 merges so you can see this is like our new control panel for here I’ll be able to produce a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go produce a brand-new pipeline let’s in fact do that you will click new pipeline here and we have various alternatives to start with we have the stages so this is where you will pick these phases for your pipeline and you can actually we have a lead gotten in touch with pitched demonstration working out close phone closed uh you know then we have supporting fine then we have Fields so in fields we have a date of last email last e-mail from lead Source concern market deal size company size close rate e-mail thread count days and state and keeps in mind so if you wish to include another stage you will click on this Plus at the top and you will give your phase a name let’s say that you in fact wanted to develop another um you know stage here for example let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can actually select different colors for each of the stages but I believe all of these are really already produced so this is really quite remarkable what I will do is I will actually eliminate this one and if you feel like there is um I believe pitched and demonstration are sort of like the very same thing we simply choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s eliminate the demo 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 phases 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 totally free kind a date check box fall 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 choose this one here this is the field that was actually missing and I’ll in fact rearrange and put the notes here all right e-mail thread count close date okay company’s size offer size and Business size okay let’s eliminate the company size and I’m gon na in fact discover something else within the basic where we have actually created by date created followers and more so I really want to choose the produced.
by or possibly the fans since I want to track my staff member that are really 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 lot of options readily available within streak is actually 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 job again if I didn’t wish to go for these sales if I did with projects then I can choose the job phases right here and once again the fields the process is going to be similar you will pick these stages from here on this plus button here and you can also give it different various colors we also have company Dev here you can see then we have working with so if you do hiring then this is going to be your stages task search financier fundraising others real estate assistance and customized So within our assistance you can see we have actually incoming designated working on solved and noise this is really respectable and we also have customized where I can really start something from the scratch totally according to my company for me we simply have the sales so I’m gon na opt for the sales here and click on create private or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click on create now it will simply take a 2nd for a street to develop a pipeline for me so you can see this actually looks respectable now I will have the ability to add my Lead Series so you can actually click this drop down and we have manage stage or relabel so as I proceed as I include different 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 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 developed let’s say that there is in fact closed one so I’m going to include one here let’s just for now let’s call it new I’m going to include another lead let’s call it brand-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 this way now you can see we have two leads then let’s say there was a called also there’s one working out so I’ll just simply click on brand-new now when you create a lead we can in fact click here and it will now open the various fields that we added so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we produced remember and after that we have invite teammates so from here I can invite the team members we have include columns we have e-mails files and comments you can switch to the emails and it will show you the e-mails that you got in files we can even publish files and after that 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 create a lead within your when you’re done with this you can really click on enter and it will be closed now it will reveal you something like this we have all of our information gathered here and at the top we’re getting our account such as 2 leads one contacted 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 also uh one more thing with srix on top you will have the ability to see we have private alternative we have these 3 dots where we can discover these phases Integrations and automation this is among the crucial ones click on this link and you’ll have the ability to actually incorporate um other apps within yourr transfer data for notifications for automations customized builds and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they extremely quickly and develop our CSV files similarly now I can change to my different folders that we have here and I can produce a new pipeline we can switch to our simple Gmail very quickly from here and it will likewise reveal me the e-mails that I will be receiving 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 e-mail what happens is I can really develop a follow-up e-mails and various storage emails here and we have active advises so using is really easy you can begin totally free by just adding the combination and now you understand how to utilize as a complete novice do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me offer some context about my career and how it connects to. As a self-employed reporter, I’ve worked with numerous clients, handled multiple projects simultaneously, and kept a substantial network of contacts. Juggling these duties can be overwhelming, and I acknowledged the requirement for a centralized system to improve my operations.
In my quest for an option, I explored different platforms however discovered them to be either too costly or too intricate for my freelance setup. That’s when I discovered, 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 rely on email interaction. Here are some crucial benefits of using for your freelance journalism working with process:.
Instinctive Email Tracking and Organization:.
enables you to track and organize your emails easily, offering you a clear overview of your interactions with customers, leads, and collaborators.
You can create personalized pipelines directly within your inbox, making it simple to handle and keep track of the progress of your jobs and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales procedure from lead generation to project completion.
You can classify contacts, produce custom-made stages, set pointers, and track interactions, guaranteeing that no opportunity slips through the cracks.
Seamless Partnership and Team Effort:.
facilitates partnership by enabling you to share pipelines and communicate with employee within the platform.
You can designate tasks, share crucial emails, and team up in real-time, enhancing performance and ensuring 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 typical email responses, schedule follow-ups, and set up pointers, conserving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, uses advantages in regards to coding and software advancement. Here’s how:.
supplies a robust API and substantial designer documents, making it easy to incorporate with other tools and develop custom services.
This flexibility allows self-employed reporters with coding skills to extend the performance of and tailor it to their specific needs.
Job Management for Software Application Advancement:.
‘s pipeline function can be adapted to manage software application advancement jobs, from ideation to release.
You can develop customized stages for various development phases, designate jobs to team members, and track progress effectively.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and easy-to-use features, minimizing the finding out curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collective functions that improve teamwork and interaction.
Developer-friendly API for combination and personalization.
Affordable solution for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for complete performance, limiting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more affordable solution, particularly for freelancers and small companies.
HubSpot has a complimentary version, but advanced features require a higher-tier paid membership.
Functions and Intricacy:.
offers a more extensive suite of features, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, using a structured experience.
Both and incorporate with different third-party tools.
‘s seamless combination with Gmail is beneficial for users greatly reliant on e-mail communication.
As an independent reporter, handling your hiring process and client relationships is vital to your success. offers a intuitive and economical option that perfectly incorporates with Gmail, enabling you to improve your operations and focus on your craft. While it might not have the advanced functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, 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 career by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.