As a seasoned freelance journalist, I understand the difficulties of handling tasks, tracking leads, and nurturing customer relationships. In this article, I will dig into the benefits of utilizing 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 beginners hey people invite back in this video I will be showing you how to use Crm Manager Streak for your client relations collaboration interaction and much more so let’s get into it firstly you need 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 actually turn our Gmail into a platform which is actually incredible and I’ll reveal you how to do that as a complete beginner it will assist you personalize a best procedure for your team and you will be able to get your work done now let’s really enter into the procedure now is readily available as an extension and it’s completely free so as soon as you get to the website you’ll get this alternative 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 on contribute to Chrome click ADD extension and your extension will be included all right it’s done and now it is contributing 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 simply check in make certain to sign.
into the exact 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 merely scroll down and click on allow after including this is what your Gmail will look like now you can see here in our simple you understand folders we are getting recently seen 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 new control panel for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go create a brand-new pipeline let’s really do that you will click brand-new pipeline here and we have different alternatives first off we have the stages so this is where you will pick these stages for your pipeline and you can actually we have actually a lead contacted pitched demonstration working out close phone closed uh you understand then we have nurturing fine then we have Fields so in fields we have a date of last email last email from lead Source concern market offer size company 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 offer your stage a name let’s state that you in fact wished to develop another um you know phase here for instance let’s state I didn’t have no strings so I can produce 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 actually already developed so this is in fact quite excellent what I will do is I will actually get rid of this one and if you seem like there is um I believe pitched and demo are type of like the very same thing we just opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s get rid of the demonstration here and after that we have negotiating with negotiating I can opt for 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 complimentary kind a date check box fall General e-mail e-mail tracking job calls and conferences 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 choose this one here this is the field that was actually missing and I’ll really reorganize and put the notes here alright email thread count close date alright business’s size offer size and Business size alright let’s eliminate the company size and I’m gon na actually find something else within the general where we have actually produced by date developed fans and more so I in fact wish to opt for the developed.
by or perhaps the fans since I wish to keep track of my team members that are in fact following this so I will you understand put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a great deal of alternatives readily available within streak is actually among the simplest and among the most uh you know versatile out there it’s extremely easy to use with design templates we have tasks too within my project once again if I didn’t want to go for these sales if I made with projects then I can choose the project phases right here and once again the fields the procedure is going to be similar you will pick these phases from here on this plus button here and you can likewise provide it different various colors we likewise have business Dev here you can see then we have hiring so if you do hiring then this is going to be your phases job search investor fundraising others property support and custom So within our assistance you can see we have actually incoming appointed dealing with dealt with and noise this is in fact respectable and we likewise have custom where I can really start something from the scratch totally according to my organization for me we merely have the sales so I’m gon na opt for the sales here and click on create private or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click on develop now it will just take a 2nd for a street to create a pipeline for me so you can see this actually looks respectable now I will have the ability to include my Lead Series so you can actually click this fall and we have manage phase or relabel so as I continue as I include different leads here what I I will do is I’ll just simply 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 enter so now you can see we have one lead produced 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 add another lead let’s call it new two we can actually 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 called also there’s one working out so I’ll just merely click new now as soon as you produce a lead we can in fact click here and it will now open up the different fields that we included so this is a brand-new Elite that I produced and we have all of these different columns we have the fields that we created remember and then we have invite teammates so from here I can welcome the employee we have include columns we have e-mails files and remarks you can switch 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 comments 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 get in 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 two 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 deleting and sharing as well uh one more thing with srix at the top you will be able to see we have private alternative we have these three dots where we can discover these stages Combinations and automation this is among the crucial ones click on this link and you’ll be able to in fact integrate um other apps within yourr transfer information for notifications for automations custom-made constructs and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export information they really quickly and create our CSV files likewise now I can change to my different folders that we have here and I can create a brand-new pipeline we can switch to our easy Gmail really quickly from here and it will also show me the e-mails that I will be receiving for my pipelines that I have actually created we will even have our combine e-mails now with our so this is the combine e-mail and with merge email what occurs is I can really develop a follow-up e-mails and different storage e-mails here and we have active advises so using is truly simple you can start totally free by simply including the combination and now you understand how to use as a total novice don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me provide some context about my profession and how it relates to. As a freelance reporter, I’ve dealt with many clients, handled several tasks simultaneously, and maintained an extensive network of contacts. Balancing these responsibilities can be frustrating, and I recognized the requirement for a central system to improve my operations.
In my quest for a solution, I explored numerous platforms however found them to be either too complicated or too pricey for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly incorporates with Gmail, making it ideal for independent reporters who heavily count on e-mail communication. Here are some essential benefits of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Organization:.
allows you to track and organize your e-mails effortlessly, giving you a clear introduction of your interactions with clients, leads, and collaborators.
You can develop customizable pipelines straight within your inbox, making it simple to monitor the development and handle of your projects and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and manage your sales procedure from list building to task completion.
You can classify contacts, create custom-made stages, set tips, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Partnership and Teamwork:.
helps with partnership by permitting you to share pipelines and communicate with team members within the platform.
You can appoint tasks, share important emails, and collaborate in real-time, enhancing performance and guaranteeing everyone remains on the very same page.
‘s flexible workflow system allows you to customize your pipelines and automate recurring jobs.
You can produce design templates for typical email reactions, schedule follow-ups, and established tips, saving you valuable time and effort.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, provides benefits in regards to coding and software application advancement. Here’s how:.
supplies a robust API and comprehensive designer documents, making it simple to incorporate with other tools and develop customized options.
This flexibility enables freelance journalists with coding abilities to extend the performance of and tailor it to their particular requirements.
Project Management for Software Advancement:.
‘s pipeline function can be adjusted to handle software development tasks, from ideation to deployment.
You can develop custom stages for various development stages, appoint jobs to staff member, and track progress efficiently.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive user interface and user friendly features, reducing the finding out curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collective functions that boost team effort and interaction.
Developer-friendly API for integration and personalization.
Cost-effective solution for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Reliance on Gmail for complete functionality, restricting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While deals substantial advantages for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
provides a more budget-friendly option, particularly for freelancers and small businesses.
HubSpot has a free variation, however advanced features need a higher-tier paid membership.
Functions and Intricacy:.
offers a more thorough suite of functions, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, offering a streamlined experience.
Both and integrate with different third-party tools.
‘s seamless combination with Gmail is beneficial for users greatly reliant on e-mail interaction.
As a freelance reporter, managing your hiring procedure and customer relationships is paramount to your success. offers a user-friendly and economical option that effortlessly incorporates with Gmail, allowing you to streamline your operations and focus on your craft. While it may not have the sophisticated functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a writer, content, or editor developer, can empower you to take control of your freelance journalism career by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.