As an experienced freelance reporter, I understand the obstacles of handling projects, tracking leads, and supporting client relationships. In this article, I will delve into the benefits of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey men welcome back in this video I will be revealing you how to use Crm Comparable To Streak for your consumer relations cooperation interaction and much more so let’s enter into it first of all you require to go to streak.com and you will arrive at this website right here now is a kind of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is really remarkable and I’ll show you how to do that as a complete novice it will help you customize an ideal procedure for your group and you will be able to get your work done now let’s actually enter the procedure now is readily available as an extension and it’s entirely totally free so when you get to the site you’ll get this option 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 straight 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 merely sign in make sure to sign.
into the exact same Gmail that you have actually 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 on enable after including this is what your Gmail will look like now you can see here in our easy you know folders we are getting just recently seen all tracked e-mails and updated reply and then we have this 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 merges 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 working with so this is where we’ll go produce a new pipeline let’s in fact do that you will click new pipeline here and we have different choices to start with we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have a lead called pitched demonstration negotiating close phone closed uh you understand then we have nurturing all right then we have Fields so in fields we have a date of last email last e-mail from lead Source priority industry offer size business size close rate e-mail thread count days and state and notes so if you wish to add another phase you will click this Plus at the top and you will give your stage a name let’s say that you really wished to produce another um you know stage here for example 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 really pick different colors for each of the stages but I believe all of these are actually currently developed so this is in fact quite impressive what I will do is I will really eliminate this one and if you feel like there is um I think pitched and demo are type of like the same thing we simply go with 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 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 different fields that you want so you will click on this plus here and we have totally 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 actually missing and I’ll really rearrange and put the notes here all right email thread count close date alright business’s size offer size and Company size all right let’s eliminate the company size and I’m gon na in fact find something else within the basic where we have produced by date created followers and more so I actually wish to opt for the created.
by or possibly the followers because I want to keep an eye on my employee that are actually following this so I will you know 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 options readily available within streak is in fact among the easiest and among the most uh you understand versatile out there it’s very easy to use with templates we have tasks too within my job once again if I didn’t want to choose these sales if I finished with projects then I can opt for the project stages right here and once again the fields the procedure is going to be similar you will choose these stages from here on this plus button here and you can likewise give it various various colors we also 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 financier fundraising others property support and customized So within our assistance you can see we have actually inbound designated dealing with solved and noise this is actually pretty good and we also have custom 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 go with the sales here and click on develop personal or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click develop now it will just take a 2nd for a street to produce a pipeline for me so you can see this actually looks respectable now I will have the ability to add my Lead Series so you can actually click on this fall and we have manage stage or relabel so as I proceed as I add different leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click 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 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 however I’m just for now I’m simply gon na work by doing this now you can see we have 2 leads then let’s state there was a called too there’s one working out so I’ll just merely click on brand-new now as soon as you develop a lead we can actually click on this link and it will now open up 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 created keep in mind and after that we have welcome colleagues so from here I can invite the team members we have add columns we have emails files and comments you can change to the emails and it will show you the e-mails that you got in files we can even submit 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 develop a lead within your once you’re made with this you can in fact click on go into and it will be closed now it will reveal 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 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 perform bulk actions such as erasing and sharing too uh one more thing with srix on top you will have the ability to see we have personal option we have these 3 dots where we can find these stages Integrations and automation this is one of the crucial ones click on this link and you’ll be able to in fact integrate um other apps within yourr transfer data for notifications for automations custom builds and more we can likewise 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 similarly now I can switch to my various folders that we have here and I can develop a new pipeline we can change to our simple Gmail really quickly from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have produced we will even have our combine e-mails now with our so this is the combine email and with combine email what occurs is I can really produce a follow-up e-mails and various storage emails here and we have active advises so using is actually easy you can get going totally free by simply adding the combination and now you know how to utilize as a complete beginner do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me supply some context about my career and how it associates with. As a freelance journalist, I have actually dealt with numerous clients, handled multiple tasks concurrently, and kept an extensive network of contacts. Juggling these obligations can be frustrating, and I acknowledged the need for a central system to improve my operations.
In my mission for an option, 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 freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly integrates with Gmail, making it ideal for freelance reporters who heavily rely on e-mail communication. Here are some crucial benefits of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Organization:.
allows you to track and arrange your e-mails effortlessly, providing you a clear overview of your interactions with clients, leads, and partners.
You can produce adjustable pipelines directly within your inbox, making it easy to handle and keep track of the development of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to picture and manage your sales procedure from lead generation to task completion.
You can classify contacts, produce custom-made phases, set suggestions, and track interactions, making sure that no opportunity slips through the fractures.
Smooth Collaboration and Teamwork:.
helps with cooperation by allowing you to share pipelines and communicate with team members within the platform.
You can assign jobs, share important e-mails, and work together in real-time, boosting efficiency and guaranteeing everybody stays on the same page.
‘s flexible workflow system enables you to customize your pipelines and automate recurring tasks.
You can develop design templates for common email reactions, schedule follow-ups, and set up reminders, conserving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, uses advantages in terms of coding and software development. Here’s how:.
offers a robust API and comprehensive designer documents, making it easy to integrate with other tools and develop custom-made solutions.
This versatility enables self-employed reporters with coding skills to extend the functionality of and customize it to their specific requirements.
Task Management for Software Advancement:.
‘s pipeline feature can be adjusted to manage software development projects, from ideation to release.
You can develop custom stages for different advancement stages, designate jobs to team members, and track progress efficiently.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
User-friendly interface and user friendly features, lessening the learning curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collective functions that enhance teamwork and communication.
Developer-friendly API for combination and modification.
Economical service for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation features.
Dependence on Gmail for complete functionality, restricting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While deals considerable benefits for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
offers a more cost effective service, especially for freelancers and small companies.
HubSpot has a totally free variation, however advanced features need a higher-tier paid membership.
Functions and Intricacy:.
offers a more detailed suite of functions, including innovative marketing automation and analytics.
concentrates on simpleness and ease of use, offering a structured experience.
Both and integrate with numerous third-party tools.
‘s seamless integration with Gmail is helpful for users heavily reliant on email interaction.
As a freelance journalist, handling your hiring process and client relationships is paramount to your success. offers a cost effective and intuitive option that flawlessly integrates with Gmail, enabling you to improve your operations and focus on your craft. While it may not have the sophisticated features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re an editor, author, or material creator, can empower you to take control of your freelance journalism career by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.