As an experienced freelance reporter, I comprehend the difficulties of handling tasks, tracking leads, and supporting client relationships. In this post, I will dig into the advantages of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for beginners hey guys welcome back in this video I will be showing you how to utilize About Streak Free Crm for your client relations cooperation communication and a lot more so let’s get into it to start with you require to go to streak.com and you will land on this site 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 actually turn our Gmail into a platform which is truly remarkable and I’ll reveal you how to do that as a complete beginner it will help you personalize a best process for your team and you will be able to get your work done now let’s actually get into the procedure now is offered as an extension and it’s completely totally free so as soon as you get to the site you’ll get this choice here which is add 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 added all right 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 simply check in ensure to sign.
into the same Gmail that you have added the uh you know streak to now it will ask you for your access and we’re gon na just scroll down and click permit after including this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting just recently viewed all tracked e-mails and updated reply and then we have this new alternative 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 is like our brand-new control panel for here I’ll be able to produce a brand-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 really do that you will click on brand-new pipeline here and we have different alternatives first of all we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have actually a lead gotten in touch with pitched demonstration working out close phone closed uh you understand then we have nurturing okay then we have Fields so in fields we have a date of last email last email from lead Source concern market offer size business size close rate email thread count days and state and notes so if you wish to include another stage you will click this Plus on top and you will provide your stage a name let’s state that you in fact wished to develop another um you know phase here for example let’s say I didn’t have no strings so I can produce right here.
and you can give it your color so we can really choose different colors for each of the stages however I think all of these are really currently developed so this is actually quite outstanding what I will do is I will actually eliminate this one and if you feel like there is um I believe pitched and demo are kind of like the very 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 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 different fields that you want so you will click this plus here and we have totally free type a date check box fall General e-mail email tracking task calls and meetings so I don’t 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 actually missing out on and I’ll in fact reorganize and put the notes here fine e-mail thread count close date okay company’s size deal size and Company size fine let’s get rid of the company size and I’m gon na really find something else within the general where we have actually produced by date produced fans and more so I actually wish to choose the created.
by or maybe the followers due to the fact that I wish to monitor 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 lot of choices offered within streak is actually one of the most convenient and one of the most uh you know versatile out there it’s very easy to use with design templates we have projects too within my project again if I didn’t wish to choose these sales if I made with tasks then I can opt for the job phases right here and once again the fields the procedure is going to be comparable you will select these stages from here on this plus button here and you can likewise offer it different various colors we likewise have service Dev here you can see then we have working with so if you do employing then this is going to be your stages job search investor fundraising others real estate support and custom So within our assistance you can see we have incoming assigned dealing with resolved and sound this is really pretty good and we also have customized where I can really start something from the scratch completely according to my organization for me we merely have the sales so I’m gon na opt for the sales here and click on develop private 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 create now it will just take a 2nd for a street to produce a pipeline for me so you can see this really looks respectable now I will have the ability to include my Lead Series so you can actually click this drop down and we have manage phase 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 on ADD box here and I’m going to add a box in the lead section here and let’s simply call it new and click on 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 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 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 2 leads then let’s say there was a called too there’s one negotiating so I’ll just simply click on brand-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 added so this is a new Elite that I created and we have all of these various columns we have the fields that we developed keep in mind and then we have invite teammates so from here I can welcome the staff member we have include columns we have emails files and remarks you can switch to the e-mails and it will reveal you the emails that you got in files we can even publish files and after that we have the remarks at the top here once again we have the call log we have our conference notes and we even have our.
accessories so this is how you create a lead within your when you’re done with this you can really click on go into and it will be closed now it will show 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 called and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can perform bulk actions such as erasing and sharing too uh one more thing with srix on top you will be able to see we have private option we have these 3 dots where we can find these stages Integrations and automation this is among the crucial ones click on this link and you’ll be able to in fact incorporate um other apps within yourr transfer data for notifications for automations custom-made constructs and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they very easily and produce our CSV files likewise now I can change to my various folders that we have here and I can produce a new pipeline we can change to our simple Gmail extremely quickly from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have produced we will even have our merge e-mails now with our so this is the combine e-mail and with combine e-mail what takes place is I can actually create a follow-up e-mails and different storage emails here and we have active instructs so using is really easy you can get started for free by just adding the combination and now you understand how to utilize as a complete newbie don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me provide some context about my profession and how it relates to. As an independent reporter, I’ve dealt with many clients, managed numerous jobs all at once, and kept a comprehensive network of contacts. Balancing these obligations can be overwhelming, and I recognized the need for a central system to improve my operations.
In my quest for a solution, I checked out various platforms however discovered them to be either too complex or too pricey 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 integrates with Gmail, making it perfect for independent journalists who greatly rely on e-mail interaction. Here are some essential benefits of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Company:.
enables you to track and organize your e-mails easily, providing you a clear summary of your communications with clients, leads, and partners.
You can develop adjustable pipelines straight within your inbox, making it easy to keep an eye on the development and handle of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and handle your sales procedure from list building to project conclusion.
You can classify contacts, develop custom-made phases, set tips, and track interactions, making sure that no opportunity slips through the fractures.
Seamless Partnership and Team Effort:.
assists in cooperation by allowing you to share pipelines and communicate with team members within the platform.
You can appoint jobs, share crucial e-mails, and work together in real-time, enhancing efficiency and ensuring everyone remains on the exact same page.
‘s versatile workflow system allows you to tailor your pipelines and automate recurring jobs.
You can produce templates for common e-mail actions, schedule follow-ups, and set up pointers, saving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in independent journalism, uses benefits in terms of coding and software application development. Here’s how:.
supplies a robust API and substantial designer paperwork, making it simple to incorporate with other tools and develop custom solutions.
This versatility allows self-employed reporters with coding skills to extend the performance of and customize it to their specific requirements.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adapted to handle software advancement projects, from ideation to implementation.
You can develop customized stages for various advancement phases, designate jobs to employee, and track progress efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and easy-to-use functions, reducing the discovering curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collective features that boost team effort and interaction.
Developer-friendly API for combination and modification.
Cost-efficient option for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for full performance, restricting compatibility with other email companies.
Comparison with HubSpot CRM:.
While deals significant benefits for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more inexpensive option, specifically for freelancers and small businesses.
HubSpot has a complimentary version, but advanced functions need a higher-tier paid subscription.
Features and Complexity:.
supplies a more detailed suite of features, consisting of innovative marketing automation and analytics.
concentrates on simpleness and ease of use, offering a structured experience.
Both and integrate with different third-party tools.
‘s smooth integration with Gmail is helpful for users heavily reliant on email communication.
As a freelance journalist, managing your hiring process and customer relationships is critical to your success. offers a budget friendly and intuitive solution that flawlessly integrates with Gmail, enabling you to improve your operations and concentrate on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a author, editor, or material creator, can empower you to take control of your freelance journalism career by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.