As an experienced freelance reporter, I understand the obstacles of managing tasks, tracking leads, and nurturing client relationships. In this article, I will delve into the benefits of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for beginners hey guys invite back in this video I will be revealing you how to use Streak Crm Status for your consumer relations partnership interaction and much more so let’s enter 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 add to our basic Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is truly fantastic and I’ll reveal you how to do that as a complete beginner it will assist you customize a best procedure for your team and you will have the ability to get your work done now let’s in fact get into the process now is offered as an extension and it’s entirely totally free so as soon as you get to the website you’ll get this choice here which is contribute 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 contribute to Chrome click on ADD extension and your extension will be added okay it’s done and now it is contributing 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 check in make certain to sign.
into the very same Gmail that you have included 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 enable after adding this is what your Gmail will look like now you can see here in our simple you know folders we are getting recently seen all tracked e-mails and upgraded reply and then we have this brand-new alternative 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 is like 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 employing so this is where we’ll go develop a new pipeline let’s really do that you will click on new pipeline here and we have various options first of all 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 gotten in touch with pitched demo working out close phone closed uh you understand then we have supporting alright then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern market offer size company size close rate e-mail thread count days and state and keeps in mind so if you want to include another stage you will click on this Plus on top and you will give your phase a name let’s say that you really wished to produce another um you know stage here for instance let’s say I didn’t have no strings so I can create right here.
and you can give it your color so we can actually choose different colors for each of the stages however I believe all of these are really currently produced so this is really quite outstanding what I will do is I will in fact eliminate this one and if you feel like there is um I think pitched and demo are kind of like the same thing we just choose the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s get rid of the demonstration here and then we have negotiating with negotiating I can go with 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 totally free form a date check box fall General e-mail e-mail tracking job calls and conferences 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 really missing out on and I’ll actually reorganize and put the notes here okay e-mail thread count close date fine business’s size offer size and Business size fine let’s eliminate the business size and I’m gon na really find something else within the general where we have created by date developed followers and more so I really want to choose the developed.
by or possibly the followers due to the fact that I want to keep an eye on my employee 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 great deal of choices readily available within streak is really one of the easiest and among the most uh you know versatile out there it’s really easy to use with templates we have projects too within my project once again if I didn’t want to go for these sales if I finished with projects then I can choose the project phases right here and once again the fields the process is going to be comparable you will pick these stages from here on this plus button here and you can likewise provide it different various colors we likewise have service Dev here you can see then we have hiring so if you do hiring then this is going to be your stages task search financier fundraising others real estate support and customized So within our support you can see we have actually incoming assigned working on resolved and sound this is really respectable and we likewise have customized where I can actually start something from the scratch completely according to my organization 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 staff member so I’m going to opt for the shared one here and click on produce now it will simply take a 2nd for a street to create a pipeline for me so you can see this in fact looks pretty good now I will be able to include my Lead Series so you can really click this fall and we have handle phase or rename so as I proceed as I add various leads here what I I will do is I’ll just simply click and I’ll have the ability to add 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 brand-new and click on get in so now you can see we have actually one lead created let’s say that there is really 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 include another lead let’s call it new two we can really open this up in a new tab from here too but I’m just for now I’m simply gon na work this way now you can see we have 2 leads then let’s say there was a contacted as well there’s one working out so I’ll just simply click on new now as soon as you create a lead we can really click on this link and it will now open up the various fields that we included so this is a new Elite that I developed and we have all of these different columns we have the fields that we created remember and then we have welcome colleagues so from here I can welcome the team members we have include columns we have e-mails files and comments you can change to the emails and it will reveal you the e-mails that you got in files we can even upload 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 create a lead within your once you’re made with this you can in fact click enter 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 contacted 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 carry out bulk actions such as deleting and sharing as well 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 one of the essential ones click on this link and you’ll be able to actually integrate um other apps within yourr transfer data for alerts for automations customized builds and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they extremely easily and produce our CSV files similarly now I can change to my different folders that we have here and I can develop a brand-new pipeline we can switch to our simple Gmail really quickly from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have developed we will even have our merge e-mails now with our so this is the combine email and with merge e-mail what takes place is I can really create a follow-up e-mails and different storage emails here and we have active advises so using is really easy you can get going free of charge by just including the combination and now you know how to utilize as a total newbie do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me supply some context about my profession and how it connects to. As a freelance journalist, I have actually worked with many clients, managed multiple projects all at once, and preserved a comprehensive network of contacts. Juggling these responsibilities can be frustrating, and I recognized the need for a centralized system to simplify my operations.
In my quest for an option, I explored various platforms however discovered them to be either too expensive or too complex for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly incorporates with Gmail, making it ideal for independent reporters who heavily rely on email communication. Here are some crucial advantages of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Organization:.
permits you to track and arrange your e-mails effortlessly, providing you a clear introduction of your communications with customers, leads, and collaborators.
You can develop adjustable pipelines straight within your inbox, making it simple to handle and monitor the development of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to imagine and manage your sales procedure from list building to job completion.
You can categorize contacts, develop custom phases, set reminders, and track interactions, ensuring that no opportunity slips through the fractures.
Smooth Cooperation and Teamwork:.
helps with cooperation by permitting you to share pipelines and interact with employee within the platform.
You can designate jobs, share important emails, and team up in real-time, enhancing productivity and making sure everyone remains on the exact same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repeated tasks.
You can develop design templates for common email reactions, schedule follow-ups, and established reminders, saving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, uses advantages in regards to coding and software application advancement. Here’s how:.
offers a robust API and comprehensive designer documentation, making it simple to incorporate with other tools and construct custom-made options.
This versatility permits self-employed reporters with coding skills to extend the functionality of and customize it to their specific requirements.
Job Management for Software Application Development:.
‘s pipeline feature can be adjusted to handle software application advancement jobs, from ideation to release.
You can create customized phases for various advancement stages, assign tasks to team members, and track development efficiently.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive user interface and user friendly features, decreasing the learning curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collective functions that improve team effort and interaction.
Developer-friendly API for combination and customization.
Cost-effective service for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Reliance on Gmail for complete performance, restricting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
uses a more budget friendly option, particularly for freelancers and small businesses.
HubSpot has a complimentary variation, but advanced features require a higher-tier paid subscription.
Functions and Complexity:.
provides a more detailed suite of functions, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, providing a streamlined experience.
Both and integrate with various third-party tools.
‘s seamless integration with Gmail is useful for users greatly reliant on e-mail communication.
As a self-employed journalist, managing your hiring process and customer relationships is critical to your success. offers a budget friendly and instinctive service that seamlessly incorporates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it may not have the advanced features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a writer, 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 impact of Streak CRM in your freelance journalism endeavors.