As a skilled freelance journalist, I comprehend the obstacles of managing tasks, tracking leads, and supporting customer relationships. In this article, I will dig into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for novices hey guys invite back in this video I will be revealing you how to use Hubspot Free Crm Vs Streak for your consumer relations cooperation communication and a lot more so let’s enter it first off you need to go to streak.com and you will arrive at 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 in fact turn our Gmail into a platform which is actually incredible and I’ll show you how to do that as a total newbie it will assist you customize a best process for your group and you will have the ability to get your work done now let’s actually get into the procedure now is available as an extension and it’s completely free so as soon as you get to the website you’ll get this choice here which is add to Chrome and you’re.
going to choose 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 certain to sign.
into the very same Gmail that you have actually included the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click permit after adding this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting 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 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 brand-new dashboard for here I’ll be able to develop a brand-new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go develop a new pipeline let’s in fact do that you will click on brand-new pipeline here and we have various alternatives to start with we have the stages so this is where you will pick these phases for your pipeline and you can really we have actually a lead gotten in touch with pitched demonstration working out close phone closed uh you understand then we have supporting all right then we have Fields so in fields we have a date of last email last e-mail from lead Source concern market offer size company size close rate email thread count days and state and notes so if you want to add another phase you will click on this Plus on top and you will provide your phase a name let’s state that you really wished to produce another um you understand stage here for example let’s state I didn’t have no strings so I can produce right here.
and you can offer it your color so we can really choose various colors for each of the stages but I believe all of these are actually already developed so this is actually quite impressive what I will do is I will actually eliminate this one and if you seem like there is um I think pitched and demonstration are kind of like the same thing we simply choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is in fact let’s get rid of the demo 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 various fields that you want so you will click on this plus here and we have complimentary form a date check box drop down General email email 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 out on and I’ll actually reorganize and put the notes here okay e-mail thread count close date all right 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 general where we have developed by date created followers and more so I in fact wish to go for the developed.
by or maybe the followers due to the fact that I wish to monitor my employee 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 options readily available within streak is actually among the easiest and one of the most uh you understand flexible out there it’s really easy to use with templates we have projects too within my job once again if I didn’t want to choose these sales if I did with projects then I can go with the project phases right here and again the fields the procedure is going to be comparable you will pick these phases from here on this plus button here and you can likewise provide it different various colors we also have company Dev here you can see then we have employing so if you do employing then this is going to be your stages job search investor fundraising others realty assistance and custom-made So within our assistance you can see we have incoming assigned dealing with resolved and sound this is actually respectable and we likewise have customized where I can in fact start something from the scratch totally according to my service for me we merely 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 team member so I’m going to opt for the shared one here and click on create now it will just take a second for a street to create a pipeline for me so you can see this in fact looks respectable now I will be able to add my Lead Series so you can actually click this drop down and we have manage phase or rename so as I proceed as I include various leads here what I I will do is I’ll just merely click and I’ll have the ability to include it click on the top here include a box so click ADD box here and I’m going to add a box in the lead area here and let’s simply call it new and click on enter so now you can see we have actually one lead produced let’s state 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 2 we can in fact open this up in a new tab from here too but I’m just for now I’m just gon na work by doing this now you can see we have two leads then let’s state there was a contacted as well there’s one negotiating so I’ll just merely click brand-new now once you create a lead we can in fact click on this link and it will now open the different fields that we included so this is a new Elite that I created and we have all of these various columns we have the fields that we created keep in mind and then we have invite colleagues so from here I can welcome the staff member we have include columns we have e-mails files and comments you can change to the e-mails and it will show you the e-mails that you got in files we can even upload files and then 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 create a lead within your when 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 select various leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh another thing with srix on top you will be able to see we have private option we have these 3 dots where we can discover these stages Integrations and automation this is among the important ones click here and you’ll be able to really integrate um other apps within yourr transfer data for notices for automations custom builds and more we can also 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 switch to our simple Gmail really easily from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have actually created we will even have our merge e-mails now with our so this is the combine e-mail and with combine email what happens is I can really produce a follow-up e-mails and different storage emails here and we have active advises so utilizing is really simple you can start for free by simply including the integration and now you know how to use as a complete beginner don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me supply some context about my career and how it relates to. As a freelance journalist, I’ve worked with various clients, managed multiple projects at the same time, and preserved an extensive network of contacts. Balancing these responsibilities can be frustrating, and I acknowledged the requirement for a centralized system to streamline my operations.
In my quest for a service, I explored different platforms but found them to be either too complex or too pricey for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly incorporates with Gmail, making it perfect for independent reporters who heavily count on email interaction. Here are some crucial advantages of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Company:.
allows you to track and organize your emails effortlessly, giving you a clear overview of your communications with customers, leads, and collaborators.
You can create customizable pipelines directly within your inbox, making it easy to handle and keep an eye on the progress of your jobs and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and manage your sales procedure from list building to project conclusion.
You can categorize contacts, develop custom-made stages, set tips, and track interactions, ensuring that no opportunity slips through the fractures.
Smooth Collaboration and Team Effort:.
helps with partnership by enabling you to share pipelines and interact with team members within the platform.
You can assign tasks, share essential emails, and team up in real-time, improving productivity and making sure everyone remains on the very same page.
‘s flexible workflow system enables you to tailor your pipelines and automate repetitive tasks.
You can develop design templates for typical e-mail actions, schedule follow-ups, and established pointers, saving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in independent journalism, uses advantages in terms of coding and software advancement. Here’s how:.
provides a robust API and comprehensive developer documents, making it easy to integrate with other tools and construct custom solutions.
This flexibility allows self-employed reporters with coding abilities to extend the performance of and tailor it to their specific requirements.
Project Management for Software Development:.
‘s pipeline function can be adjusted to handle software advancement projects, from ideation to implementation.
You can create customized stages for different advancement stages, appoint jobs to employee, and track development effectively.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive user interface and user friendly functions, decreasing the finding out curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collective features that enhance teamwork and interaction.
Developer-friendly API for integration and modification.
Affordable service for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for complete functionality, restricting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more affordable service, particularly for freelancers and small companies.
HubSpot has a free version, but advanced features require a higher-tier paid membership.
Features and Complexity:.
supplies a more thorough suite of functions, consisting of innovative marketing automation and analytics.
concentrates on simplicity and ease of use, offering a structured experience.
Both and incorporate with numerous third-party tools.
‘s smooth integration with Gmail is helpful for users heavily reliant on email communication.
As an independent reporter, handling your hiring process and customer relationships is critical to your success. offers a economical and instinctive solution that flawlessly integrates with Gmail, allowing you to improve your operations and concentrate on your craft. While it may not have the advanced features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re an editor, material, or writer developer, can empower you to take control of your freelance journalism profession by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.