As a seasoned freelance reporter, I understand the difficulties of managing jobs, tracking leads, and nurturing client relationships. In this post, I will delve into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey people invite back in this video I will be showing you how to use Crm Platform Streak for your client relations collaboration interaction and far more so let’s enter it first of all 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 easy Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is truly fantastic and I’ll show you how to do that as a total novice it will assist you customize a perfect process for your team and you will have the ability to get your work done now let’s really enter into the process now is available as an extension and it’s entirely complimentary 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 pick this one now it will take you to Chrome dot google.com extensions and this is our extension here click contribute to Chrome click ADD extension and your extension will be included 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 ensure to sign.
into the exact same Gmail that you have actually added the uh you understand streak to now it will ask you for your gain access to and we’re gon na just scroll down and click on enable after adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting just recently viewed all tracked e-mails and upgraded reply and after that we have this new choice 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 resembles our brand-new dashboard for here I’ll be able to create a 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 choices first of all we have the stages so this is where you will choose these stages for your pipeline and you can really we have a lead gotten in touch with pitched demo negotiating close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last email last email from lead Source top priority market offer size company size close rate email thread count days and state and keeps in mind so if you wish to add another phase you will click this Plus on top and you will provide your stage a name let’s say that you in fact wanted to produce another um you know stage here for example let’s state I didn’t have no strings so I can create right here.
and you can offer it your color so we can in fact select various colors for each of the stages however I think all of these are really already created so this is actually quite impressive what I will do is I will in fact get rid of this one and if you seem like there is um I think pitched and demo are sort of like the very same thing we just go with the pitch so what I’ll do is uh we have demo two 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 various fields that you desire so you will click this plus here and we have free type a date check box fall General e-mail email tracking task calls and conferences 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 really missing and I’ll actually reorganize and put the notes here alright e-mail thread count close date alright company’s size deal size and Business size fine let’s get rid of the company size and I’m gon na actually discover something else within the general where we have developed by date created fans and more so I in fact wish to opt for the created.
by or perhaps the followers since I wish to keep track of my staff member that are actually following this so I will you know 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 lot of choices available within streak is really among the easiest and one of the most uh you understand flexible out there it’s really easy to use with templates we have tasks too within my job once again if I didn’t want to opt for these sales if I finished with jobs then I can choose the project phases right here and once again the fields the procedure is going to be comparable you will choose these stages from here on this plus button here and you can also give it various different colors we likewise have organization Dev here you can see then we have employing so if you do hiring then this is going to be your phases task search financier fundraising others property assistance and customized So within our support you can see we have actually incoming assigned dealing with fixed and sound this is in fact respectable and we likewise have customized where I can actually start something from the scratch totally according to my organization for me we just have the sales so I’m gon na opt for the sales here and click on create personal or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click on produce now it will simply take a 2nd for a street to develop a pipeline for me so you can see this actually looks respectable now I will be able to add my Lead Series so you can actually click this fall and we have handle stage or rename so as I continue as I include different 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 include 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 get in so now you can see we have one lead produced let’s say that there is actually closed one so I’m going to add one here let’s just for now let’s call it brand-new I’m going to include another lead let’s call it brand-new 2 we can in fact open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work in this manner now you can see we have 2 leads then let’s state there was a called also there’s one negotiating so I’ll just simply click on brand-new now once you develop a lead we can actually click here and it will now open up the different fields that we added so this is a new Elite that I developed and we have all of these different columns we have the fields that we produced remember and after that we have welcome colleagues so from here I can welcome the staff member we have add columns we have emails files and comments you can switch to the emails 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.
attachments so this is how you create a lead within your once you’re made with this you can in fact click on get in and it will be closed now it will reveal 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 various leads from here the stages and we can perform bulk actions such as deleting and sharing too uh another thing with srix at the top you will be able to see we have personal choice we have these three dots where we can discover these phases Integrations and automation this is one of the essential ones click here and you’ll be able to in fact incorporate um other apps within yourr transfer data for notifications for automations customized constructs and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and create our CSV files likewise now I can change to my various folders that we have here and I can develop a brand-new pipeline we can change to our easy Gmail really easily from here and it will also show me the e-mails that I will be receiving for my pipelines that I have created we will even have our merge emails now with our so this is the combine e-mail and with combine email what happens is I can actually create a follow-up e-mails and different storage emails here and we have active instructs so using is actually easy you can begin for free by just adding the combination and now you understand how to use as a total newbie don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me supply some context about my career and how it relates to. As an independent journalist, I’ve worked with many customers, handled multiple projects simultaneously, and kept a comprehensive network of contacts. Balancing these responsibilities can be overwhelming, and I recognized the need for a centralized system to streamline my operations.
In my quest for an option, I explored various platforms but found them to be either too intricate or too costly for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly integrates with Gmail, making it ideal for self-employed reporters who greatly rely on email communication. Here are some key benefits of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Company:.
allows you to track and organize your emails easily, providing you a clear overview of your interactions with customers, leads, and collaborators.
You can produce customizable pipelines straight within your inbox, making it easy to manage and keep track of the progress of your projects and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to imagine and handle your sales process from lead generation to project conclusion.
You can categorize contacts, create custom-made stages, set suggestions, and track interactions, ensuring that no chance slips through the fractures.
Seamless Collaboration and Teamwork:.
facilitates cooperation by enabling you to share pipelines and communicate with employee within the platform.
You can assign tasks, share crucial e-mails, and collaborate in real-time, enhancing productivity and ensuring everybody remains on the very same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repeated jobs.
You can create design templates for common e-mail responses, schedule follow-ups, and set up suggestions, conserving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, uses benefits in regards to coding and software application advancement. Here’s how:.
supplies a robust API and substantial developer documents, making it simple to integrate with other tools and develop customized options.
This versatility permits self-employed reporters with coding abilities to extend the performance of and tailor it to their specific needs.
Project Management for Software Application Development:.
‘s pipeline function can be adapted to manage software application advancement tasks, from ideation to release.
You can create custom phases for various development stages, appoint tasks to staff member, and track development effectively.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive user interface and user friendly functions, lessening the discovering curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collaborative features that boost team effort and communication.
Developer-friendly API for integration and personalization.
Cost-effective service for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for complete performance, restricting compatibility with other email providers.
Comparison with HubSpot CRM:.
While deals significant benefits for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more cost effective option, particularly for freelancers and small companies.
HubSpot has a complimentary version, but advanced functions require a higher-tier paid subscription.
Features and Complexity:.
supplies a more comprehensive suite of functions, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s seamless integration with Gmail is advantageous for users heavily reliant on email interaction.
As a freelance reporter, handling your hiring process and customer relationships is critical to your success. deals a intuitive and budget friendly solution that flawlessly incorporates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it may not have the advanced features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice 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 managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.