As an experienced freelance reporter, I understand the difficulties of handling tasks, tracking leads, and nurturing client relationships. In this post, I will dive into the benefits of utilizing 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 guys welcome back in this video I will be revealing you how to use Streak Crm Sms for your client relations collaboration communication and a lot more so let’s get into it firstly you require to go to streak.com and you will land on this website right here now is a type of CRM that we can add to our simple Gmail to turn our Gmail into our working Center 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 beginner it will help you personalize a perfect procedure for your group and you will have the ability to get your work done now let’s actually enter the process now is readily available as an extension and it’s totally free so once you get to the website you’ll get this option 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 add to Chrome click on ADD extension and your extension will be added all right 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 simply sign in make sure to sign.
into the very same Gmail that you have actually included the uh you know streak to now it will ask you for your access and we’re gon na simply scroll down and click allow after adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting recently seen all tracked e-mails and upgraded reply and after that 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 control panel for here I’ll be able to develop a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go create a brand-new pipeline let’s in fact do that you will click brand-new pipeline here and we have different choices firstly we have the stages so this is where you will select these phases for your pipeline and you can really we have actually 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 email from lead Source priority 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 at the top and you will give your stage a name let’s say that you actually wished to develop another um you know phase here for example 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 in fact choose different colors for each of the stages but I believe all of these are actually currently produced so this is actually pretty remarkable what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demo are sort of like the same thing we simply opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s eliminate the demonstration here and after that we have negotiating with negotiating I can go with 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 different fields that you desire so you will click on this plus here and we have free type a date check box fall General e-mail e-mail tracking job calls and meetings 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 go with this one here this is the field that was in fact missing and I’ll actually rearrange and put the notes here okay e-mail thread count close date alright company’s size deal size and Business size okay let’s get rid of the company size and I’m gon na really find something else within the general where we have actually created by date created fans and more so I actually want to go for the developed.
by or maybe the fans due to the fact that I want to keep an eye on my employee 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 lot of choices readily available within streak is in fact one of the easiest and among the most uh you know versatile out there it’s extremely 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 made with jobs then I can choose the project phases right here and again the fields the procedure is going to be similar you will select these stages from here on this plus button here and you can likewise offer it various different colors we likewise have organization Dev here you can see then we have working with so if you do employing then this is going to be your phases task search investor fundraising others real estate support and custom So within our assistance you can see we have actually inbound appointed working on solved and noise this is in fact respectable and we also have customized where I can in fact start something from the scratch totally according to my organization for me we merely have the sales so I’m gon na choose the sales here and click produce 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 produce now it will simply take a second for a street to develop a pipeline for me so you can see this actually 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 rename so as I continue as I add different 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 include a box so click on ADD box here and I’m going to include a box in the lead area here and let’s simply call it brand-new and click get in so now you can see we have actually one lead created let’s say 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 include another lead let’s call it brand-new two 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 2 leads then let’s state there was a gotten in touch with too there’s one negotiating so I’ll just simply click new now when you develop a lead we can actually click here and it will now open the different fields that we added so this is a brand-new Elite that I developed and we have all of these various columns we have the fields that we developed remember and after that we have welcome colleagues so from here I can invite the employee we have add columns we have emails files and comments you can change to the emails and it will reveal you the emails that you got in files we can even publish files and then we have the remarks 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 as soon as you’re made with this you can really click on enter and it will be closed now it will show you something like this we have all of our information collected here and at the top we’re getting our account such as 2 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 private option we have these three dots where we can discover these phases Combinations and automation this is one of the essential ones click on this link and you’ll have the ability to really incorporate um other apps within yourr transfer data 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 data they really easily and develop our CSV files similarly now I can change to my various folders that we have here and I can produce a brand-new pipeline we can change to our simple Gmail really easily from here and it will also reveal me the emails that I will be receiving for my pipelines that I have developed we will even have our merge emails now with our so this is the merge email and with merge e-mail what takes place is I can really produce a follow-up e-mails and different storage e-mails here and we have active advises so using is actually simple you can get started for free by simply adding the combination and now you understand how to utilize as a total novice don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me supply some context about my profession and how it connects to. As an independent reporter, I’ve dealt with various customers, managed multiple projects concurrently, and maintained a comprehensive network of contacts. Balancing these responsibilities can be frustrating, and I acknowledged the need for a centralized system to improve my operations.
In my quest for a solution, I checked out numerous 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 customer relationship management tool that seamlessly integrates with Gmail, making it ideal for self-employed journalists who heavily depend on email communication. Here are some crucial advantages of using for your freelance journalism employing process:.
Instinctive Email Tracking and Organization:.
enables you to track and organize your emails effortlessly, giving you a clear summary of your interactions with customers, leads, and collaborators.
You can produce adjustable pipelines directly within your inbox, making it simple to handle and monitor the development of your projects and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to envision and handle your sales procedure from list building to project conclusion.
You can classify contacts, create customized stages, set suggestions, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Partnership and Teamwork:.
facilitates partnership by permitting you to share pipelines and interact with employee within the platform.
You can designate jobs, share crucial e-mails, and collaborate in real-time, improving performance and making sure everyone remains on the very same page.
‘s versatile workflow system enables you to personalize your pipelines and automate recurring tasks.
You can create templates for common email actions, schedule follow-ups, and established suggestions, saving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, uses benefits in terms of coding and software application advancement. Here’s how:.
provides a robust API and substantial designer documents, making it easy to integrate with other tools and build custom services.
This versatility enables freelance reporters with coding skills to extend the functionality of and customize it to their particular requirements.
Task Management for Software Development:.
‘s pipeline feature can be adapted to handle software development projects, from ideation to deployment.
You can develop custom phases for different development phases, assign tasks to team members, and track development efficiently.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and user friendly features, reducing the discovering curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collective functions that boost team effort and communication.
Developer-friendly API for combination and customization.
Cost-efficient option for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for full performance, limiting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While deals considerable benefits for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
provides a more cost effective option, especially for freelancers and small companies.
HubSpot has a totally free variation, however advanced features require a higher-tier paid subscription.
Features and Intricacy:.
supplies a more extensive suite of features, including innovative marketing automation and analytics.
concentrates on simpleness and ease of use, using a structured experience.
Both and integrate with numerous third-party tools.
‘s smooth integration with Gmail is helpful for users greatly reliant on email interaction.
As a self-employed journalist, managing your hiring procedure and customer relationships is vital to your success. offers a affordable and intuitive option that flawlessly incorporates with Gmail, allowing you to streamline your operations and focus on your craft. While it might not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a author, material, or editor developer, can empower you to take control of your freelance journalism profession by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.