As a seasoned freelance reporter, I comprehend the difficulties of managing projects, tracking leads, and nurturing customer relationships. In this post, I will dig into the advantages of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for novices hey people welcome back in this video I will be showing you how to utilize Streak Crm Linkedin for your customer relations cooperation communication and far more so let’s enter into it first off you require to go to streak.com and you will arrive on 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 Center and we can actually turn our Gmail into a platform which is truly incredible and I’ll show you how to do that as a complete beginner it will help you tailor a best procedure for your group and you will be able to get your work done now let’s in fact get into the process now is offered as an extension and it’s totally complimentary so when you get to the website you’ll get this alternative here which is contribute to Chrome and you’re.
going to pick 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 ADD extension and your extension will be included 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 just sign in make sure to sign.
into the same Gmail that you have added the uh you understand streak to now it will ask you for your gain access to and we’re gon na simply 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 viewed all tracked e-mails and upgraded reply and then we have this new choice 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 control panel for here I’ll be able to produce 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 create a brand-new pipeline let’s really do that you will click on brand-new pipeline here and we have different options first off 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 contacted pitched demonstration negotiating close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority industry deal size company size close rate email thread count days and state and keeps in mind so if you want to include another phase you will click this Plus at the top and you will offer your phase a name let’s say that you in fact wished to produce another um you understand stage here for example let’s say I didn’t have no strings so I can create right here.
and you can offer it your color so we can really select different colors for each of the stages but I believe all of these are actually already created so this is in fact pretty outstanding what I will do is I will in fact get rid of this one and if you feel like there is um I think pitched and demo are kind of like the very same thing we simply go with the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s eliminate the demo here and then 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 desire so you will click this plus here and we have complimentary type a date check box fall General email e-mail 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 go with this one here this is the field that was in fact missing out on and I’ll in fact reorganize and put the notes here okay e-mail thread count close date fine company’s size offer size and Business size all right 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 developed followers and more so I actually want to opt for the produced.
by or possibly the followers due to the fact that I want to monitor my team members that are actually following this so I will you understand 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 alternatives offered within streak is actually among the easiest and one of the most uh you understand versatile out there it’s very easy to use with design templates we have jobs too within my project again if I didn’t wish to go for these sales if I did with projects then I can go with the task stages 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 likewise provide it different different colors we likewise have service 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 property support and customized So within our assistance you can see we have inbound designated dealing with resolved and sound this is really pretty good and we likewise have custom where I can in fact start something from the scratch totally according to my business for me we merely have the sales so I’m gon na go with the sales here and click develop personal 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 just take a 2nd for a street to produce a pipeline for me so you can see this really looks pretty good now I will be able to add my Lead Series so you can in fact click this drop down and we have handle stage or relabel so as I continue as I add various leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click on the top here include a box so click ADD box here and I’m going to add a box in the lead section here and let’s just call it new and click enter so now you can see we have one lead created let’s say 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 brand-new two we can actually 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 say there was a contacted as well there’s one working out so I’ll just merely click new now once you develop a lead we can really click on this link and it will now open up the different fields that we added so this is a new Elite that I produced and we have all of these various columns we have the fields that we created keep in mind and after that we have invite colleagues so from here I can invite the employee we have add columns we have emails files and remarks you can change to the e-mails and it will show you the emails 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 produce a lead within your once you’re finished with this you can actually click go into and it will be closed now it will show you something like this we have all of our data collected here and at the top we’re getting our account such as 2 leads one called and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can perform bulk actions such as erasing and sharing also uh another thing with srix on top you will have the ability to see we have personal choice we have these three dots where we can discover these phases Integrations and automation this is one of the important ones click here and you’ll be able to in fact incorporate um other apps within yourr transfer information for notices for automations custom-made develops and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they really quickly and produce our CSV files likewise now I can switch to my different folders that we have here and I can develop a new pipeline we can change to our easy Gmail extremely quickly from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have produced we will even have our merge emails now with our so this is the merge e-mail and with merge e-mail what happens is I can actually produce a follow-up emails and different storage emails here and we have active instructs so utilizing is really simple you can get going totally free by just including the combination and now you understand how to utilize as a complete novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me provide some context about my career and how it connects to. As an independent reporter, I have actually worked with various clients, handled several jobs all at once, and kept a substantial network of contacts. Balancing these duties can be frustrating, and I acknowledged the requirement for a central system to simplify my operations.
In my quest for a service, I checked out numerous platforms however found them to be either too pricey or too complex for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly integrates with Gmail, making it ideal for freelance reporters who heavily rely on email communication. Here are some key benefits of using for your freelance journalism working with process:.
Intuitive Email Tracking and Organization:.
allows you to track and organize your e-mails effortlessly, giving you a clear summary of your communications with customers, leads, and collaborators.
You can create adjustable pipelines straight within your inbox, making it easy to handle and keep track of the progress of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to imagine and handle your sales process from lead generation to task conclusion.
You can categorize contacts, develop custom-made phases, set suggestions, and track interactions, making sure that no chance slips through the cracks.
Seamless Partnership and Team Effort:.
assists in partnership by enabling you to share pipelines and interact with staff member within the platform.
You can designate jobs, share crucial emails, and team up in real-time, improving productivity and making sure everybody stays on the same page.
‘s versatile workflow system enables you to customize your pipelines and automate repeated jobs.
You can produce design templates for typical email responses, schedule follow-ups, and established tips, saving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, offers advantages in terms of coding and software advancement. Here’s how:.
offers a robust API and extensive developer documents, making it easy to incorporate with other tools and build customized services.
This versatility allows freelance reporters with coding skills to extend the functionality of and tailor it to their specific needs.
Task Management for Software Application Advancement:.
‘s pipeline function can be adapted to handle software application development tasks, from ideation to deployment.
You can produce custom stages for different development phases, assign jobs to team members, and track development effectively.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Instinctive user interface and easy-to-use features, lessening the finding out curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collaborative features that boost team effort and interaction.
Developer-friendly API for combination and customization.
Cost-effective option for freelancers and small businesses.
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 providers.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more affordable solution, particularly for freelancers and small businesses.
HubSpot has a totally free variation, but advanced features need a higher-tier paid membership.
Features 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 numerous third-party tools.
‘s seamless integration with Gmail is helpful for users heavily reliant on email interaction.
As an independent journalist, managing your hiring procedure and customer relationships is paramount to your success. offers a budget friendly and instinctive option that perfectly incorporates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it may not have the advanced functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a material, writer, or editor creator, can empower you to take control of your freelance journalism profession by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.