As a skilled freelance reporter, I understand the difficulties of managing tasks, tracking leads, and supporting client relationships. In this article, I will delve into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey people invite back in this video I will be showing you how to utilize Follow Up Boss Streak Crm Integrations for your customer relations collaboration interaction and far more so let’s enter into it first of all you require to go to streak.com and you will land on this website right here now is a kind of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is really incredible and I’ll show you how to do that as a total newbie it will assist you tailor an ideal process for your group and you will be able to get your work done now let’s in fact enter into the procedure now is offered as an extension and it’s totally complimentary so once 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 contribute to Chrome click on ADD extension and your extension will be included fine 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 just check in ensure to sign.
into the same Gmail that you have actually included the uh you understand streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click on allow after adding this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting just recently seen all tracked e-mails and upgraded reply and after that we have this new option which is the pipeline so if I click 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 develop a new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go create a brand-new pipeline let’s in fact do that you will click on new pipeline here and we have different choices firstly we have the stages so this is where you will choose these stages for your pipeline and you can really we have actually a lead contacted pitched demo working out close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority industry deal size business size close rate email thread count days and state and keeps in mind so if you want to add another phase you will click this Plus at the top and you will provide your stage a name let’s state that you in fact wanted to create another um you understand stage here for example let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can actually choose various colors for each of the stages but I believe all of these are actually already produced so this is really quite remarkable 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 just opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s eliminate the demonstration here and after that we have negotiating 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 complimentary type a date check box fall General e-mail e-mail tracking job calls and meetings so I don’t 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 opt for this one here this is the field that was in fact missing and I’ll actually rearrange and put the notes here okay email 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 actually discover something else within the basic where we have actually created by date produced fans and more so I in fact want to opt for the created.
by or perhaps the fans since I want to monitor 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 desired for my pipeline now you can see there are a lot of options available within streak is really among the most convenient and among the most uh you know flexible out there it’s extremely easy to use with design templates we have projects too within my task once again if I didn’t wish to go for these sales if I made with tasks then I can opt for the task stages right here and once again the fields the process is going to be similar you will choose these phases from here on this plus button here and you can also provide it different various colors we likewise have company Dev here you can see then we have hiring so if you do hiring then this is going to be your stages task search financier fundraising others real estate support and custom So within our assistance you can see we have actually incoming designated dealing with resolved and noise this is in fact respectable and we also have custom where I can really start something from the scratch absolutely according to my service for me we just 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 staff member so I’m going to choose the shared one here and click on create now it will simply take a 2nd for a street to produce a pipeline for me so you can see this really looks pretty good now I will be able to add my Lead Series so you can really click this fall and we have handle stage or rename so as I continue as I add various leads here what I I will do is I’ll just merely click and I’ll have the ability to include it click the top here add a box so click on ADD box here and I’m going to include a box in the lead section here and let’s just call it new and click get in so now you can see we have one lead produced let’s state that there is really 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 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 two leads then let’s state there was a gotten in touch with also there’s one negotiating so I’ll just merely click brand-new now once you create a lead we can actually click here and it will now open up the different fields that we added so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we produced remember and after that we have welcome teammates so from here I can invite the team members we have add columns we have e-mails files and remarks you can change to the e-mails and it will show 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 produce a lead within your when you’re made 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 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 select different leads from here the stages and we can perform bulk actions such as deleting and sharing as well uh one more thing with srix on top you will have the ability to see we have personal alternative we have these three dots where we can discover these stages Combinations and automation this is among the essential ones click here and you’ll have the ability to in fact incorporate um other apps within yourr transfer information for notifications for automations custom develops and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they very easily and develop our CSV files likewise now I can change to my different folders that we have here and I can produce a new pipeline we can change to our basic Gmail very quickly from here and it will likewise 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 e-mail and with combine email what occurs is I can actually produce a follow-up e-mails and various storage emails here and we have active advises so utilizing is truly easy you can get started for free by just adding the combination and now you understand how to utilize as a complete beginner don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me offer some context about my career and how it relates to. As a self-employed journalist, I have actually worked with various customers, handled several tasks at the same time, and kept a comprehensive network of contacts. Juggling these obligations can be frustrating, and I recognized the requirement for a centralized system to enhance my operations.
In my quest for an option, I checked out different platforms however found them to be either too expensive or too intricate for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly integrates with Gmail, making it perfect for self-employed journalists who greatly count on email 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 emails easily, giving you a clear introduction of your interactions with clients, leads, and partners.
You can develop personalized pipelines directly within your inbox, making it easy to keep track of the progress and handle of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to picture and manage your sales procedure from lead generation to task completion.
You can classify contacts, produce customized phases, set tips, and track interactions, ensuring that no chance slips through the cracks.
Smooth Partnership and Team Effort:.
facilitates collaboration by allowing you to share pipelines and communicate with employee within the platform.
You can appoint tasks, share essential emails, and work together in real-time, boosting productivity and guaranteeing everyone stays on the very same page.
‘s versatile workflow system allows you to customize your pipelines and automate repetitive tasks.
You can develop templates for typical e-mail responses, schedule follow-ups, and set up pointers, conserving you valuable time and effort.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, offers benefits in terms of coding and software application development. Here’s how:.
provides a robust API and extensive developer documents, making it easy to incorporate with other tools and develop custom-made options.
This flexibility enables independent journalists with coding abilities to extend the performance of and tailor it to their specific needs.
Project Management for Software Development:.
‘s pipeline function can be adapted to handle software development projects, from ideation to deployment.
You can produce custom-made phases for various advancement stages, appoint jobs to employee, and track development effectively.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive interface and easy-to-use functions, reducing the learning curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collective features that enhance team effort and communication.
Developer-friendly API for integration and modification.
Cost-efficient option for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation functions.
Reliance on Gmail for full functionality, restricting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While deals substantial advantages for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more inexpensive service, especially for freelancers and small businesses.
HubSpot has a complimentary variation, but advanced functions require a higher-tier paid subscription.
Functions and Intricacy:.
offers a more extensive suite of functions, consisting of sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Both and integrate with different third-party tools.
‘s smooth integration with Gmail is advantageous for users greatly reliant on email interaction.
As a self-employed journalist, managing your hiring process and client relationships is vital to your success. offers a user-friendly and budget friendly service that seamlessly incorporates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it may not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re an editor, writer, or content developer, can empower you to take control of your freelance journalism profession by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.