As a skilled freelance reporter, I comprehend the obstacles of handling projects, tracking leads, and supporting client relationships. In this article, I will dive 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 newbies hey men invite back in this video I will be revealing you how to use Act Crm Vs Streak for your consumer relations cooperation interaction and far more so let’s get into it first off 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 basic Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is really amazing and I’ll reveal you how to do that as a complete newbie it will assist you customize a best procedure for your group and you will have the ability to get your work done now let’s in fact enter the process now is offered as an extension and it’s completely free so once you get to the website you’ll get this choice here which is add 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 add to Chrome click 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 check 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 merely scroll down and click permit after including 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 emails and updated reply and after that 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 merges so you can see this is like our new dashboard 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 new pipeline let’s really do that you will click new pipeline here and we have various alternatives first off we have the stages so this is where you will pick these stages for your pipeline and you can really we have a lead gotten in touch with pitched demonstration negotiating close phone closed uh you understand then we have nurturing alright then we have Fields so in fields we have a date of last email last email from lead Source concern industry 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 this Plus on top and you will give your stage a name let’s say that you in fact wanted to produce another um you understand phase here for example let’s say I didn’t have no strings so I can develop right here.
and you can provide it your color so we can actually choose various colors for each of the stages but I believe all of these are really currently developed so this is really 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 sort of like the same thing we simply choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s eliminate the demonstration here and after that we have working out 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 various fields that you desire so you will click this plus here and we have totally free form a date check box fall General email 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 choose this one here this is the field that was in fact missing and I’ll really rearrange and put the notes here fine e-mail thread count close date fine company’s size offer size and Company size alright let’s get rid of the business size and I’m gon na really find something else within the basic where we have developed by date developed followers and more so I actually want to choose the developed.
by or maybe the followers since I wish to track my employee that are really following this so I will you understand put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a lot of alternatives readily available within streak is in fact among the simplest and one of the most uh you know flexible out there it’s extremely easy to use with templates we have tasks too within my job again if I didn’t wish to choose these sales if I did with projects then I can go with the job phases right here and once again the fields the process is going to be comparable you will select these phases from here on this plus button here and you can also provide it different different colors we likewise have service Dev here you can see then we have hiring so if you do working with then this is going to be your phases job search investor fundraising others property support and custom-made So within our assistance you can see we have actually incoming appointed working on solved and sound this is really respectable and we likewise have custom-made where I can in fact start something from the scratch totally according to my service for me we simply have the sales so I’m gon na opt for the sales here and click produce 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 create now it will simply take a second for a street to develop a pipeline for me so you can see this really looks pretty good now I will have the ability to include my Lead Series so you can really click on this drop down and we have manage stage or rename so as I continue as I include various leads here what I I will do is I’ll just merely click and I’ll be able to add it click the top here add a box so click 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 go into so now you can see we have 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 add another lead let’s call it new 2 we can in fact open this up in a new tab from here too however I’m just for now I’m just gon na work by doing this 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 merely click on brand-new now when you create a lead we can actually click on this link and it will now open the different 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 created remember and after that we have invite colleagues so from here I can invite the employee we have add columns we have emails files and comments you can switch to the e-mails and it will reveal you the e-mails that you got in files we can even submit 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.
attachments so this is how you develop a lead within your once you’re done with this you can actually click go into and it will be closed now it will reveal 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 gotten in touch with 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 another thing with srix at the top you will be able to see we have personal alternative we have these three dots where we can find these phases Combinations and automation this is among the essential ones click here and you’ll be able to really incorporate um other apps within yourr transfer data for notices for automations customized develops and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely quickly and create our CSV files similarly now I can switch to my various folders that we have here and I can produce a new pipeline we can switch to our easy Gmail very easily from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have created we will even have our combine emails now with our so this is the merge email and with merge email what takes place is I can in fact create a follow-up emails and various storage e-mails here and we have active instructs so utilizing is really easy you can get started totally free by just adding the integration and now you know how to utilize as a complete newbie don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me supply some context about my profession and how it associates with. As a freelance journalist, I’ve dealt with various clients, handled multiple jobs at the same time, and maintained an extensive network of contacts. Juggling these obligations can be frustrating, and I recognized the requirement for a central system to simplify my operations.
In my mission for a solution, I explored numerous platforms but found them to be either too intricate or too pricey for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly incorporates with Gmail, making it perfect for independent reporters who greatly depend on e-mail communication. Here are some crucial benefits of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Organization:.
allows you to track and organize your emails easily, offering you a clear summary of your interactions with clients, leads, and partners.
You can produce adjustable pipelines directly within your inbox, making it simple to manage and keep an eye on the progress of your assignments and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and handle your sales procedure from lead generation to job conclusion.
You can categorize contacts, create custom-made phases, set suggestions, and track interactions, making sure that no opportunity slips through the cracks.
Seamless Cooperation and Team Effort:.
helps with partnership by enabling you to share pipelines and communicate with team members within the platform.
You can assign jobs, share essential emails, and work together in real-time, improving productivity and making sure everyone remains on the same page.
‘s versatile workflow system allows you to customize your pipelines and automate repetitive tasks.
You can create design templates for typical e-mail reactions, schedule follow-ups, and set up reminders, saving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, provides benefits in terms of coding and software application advancement. Here’s how:.
offers a robust API and extensive developer documentation, making it easy to integrate with other tools and build custom services.
This versatility enables independent reporters with coding abilities to extend the performance of and tailor it to their particular needs.
Job Management for Software Application Advancement:.
‘s pipeline function can be adjusted to handle software application development projects, from ideation to release.
You can create custom phases for various advancement stages, assign jobs to employee, and track development effectively.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and easy-to-use features, lessening the learning curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collective functions that boost teamwork and communication.
Developer-friendly API for combination and modification.
Economical solution for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation features.
Reliance on Gmail for complete functionality, restricting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While deals significant benefits for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
offers a more inexpensive solution, specifically for freelancers and small businesses.
HubSpot has a totally free variation, however advanced features require a higher-tier paid subscription.
Functions and Complexity:.
supplies a more detailed suite of features, consisting of advanced marketing automation and analytics.
focuses on simpleness and ease of use, offering a structured experience.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is advantageous for users greatly reliant on e-mail interaction.
As a freelance journalist, managing your hiring process and client relationships is critical to your success. deals a budget-friendly and instinctive solution that flawlessly integrates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it might not have the sophisticated features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re an editor, writer, or content developer, can empower you to take control of your freelance journalism career by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.