As a skilled freelance reporter, I understand the obstacles of handling projects, tracking leads, and nurturing client relationships. In this post, I will dive into the advantages of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey people welcome back in this video I will be showing you how to use Streak Crm Alternatives for your client relations cooperation communication and much more so let’s enter it to start with you require to go to streak.com and you will land on this site right here now is a sort of CRM that we can contribute 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 truly amazing and I’ll show you how to do that as a complete newbie it will assist you tailor an ideal process for your team and you will be able to get your work done now let’s really get into the procedure now is readily available as an extension and it’s completely free so once you get to the website 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 add to Chrome click on ADD extension and your extension will be included 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 just check in ensure to sign.
into the exact 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 simply scroll down and click allow after including this is what your Gmail will appear like now you can see here in our simple you know folders we are getting just recently viewed all tracked emails and upgraded reply and after that we have this new choice 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 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 develop a brand-new pipeline let’s really do that you will click on brand-new pipeline here and we have different alternatives first of all we have the stages so this is where you will select these stages for your pipeline and you can in fact we have actually a lead gotten in touch with pitched demonstration negotiating close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last email last email from lead Source top priority industry offer size business size close rate e-mail thread count days and state and keeps in mind so if you wish to add another stage you will click on this Plus at the top and you will offer your phase a name let’s say that you really wished to create another um you know phase here for example let’s say I didn’t have no strings so I can create right here.
and you can provide it your color so we can actually choose different colors for each of the stages but I think all of these are actually currently developed so this is really pretty excellent what I will do is I will actually get rid of this one and if you seem like there is um I think pitched and demonstration are type of like the exact 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 after that we have working out with negotiating I can choose 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 different fields that you desire so you will click on this plus here and we have free kind a date check box drop down General e-mail email tracking task calls and meetings 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 opt for this one here this is the field that was in fact missing out on and I’ll in fact rearrange and put the notes here fine e-mail thread count close date alright business’s size offer size and Company size all right let’s get rid of the company size and I’m gon na in fact find something else within the general where we have produced by date created fans and more so I actually wish to choose the produced.
by or possibly the followers because I want to keep track of 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 alternatives available within streak is really among the most convenient and among the most uh you understand flexible out there it’s really easy to use with templates we have tasks too within my project again if I didn’t wish to opt for these sales if I did with projects then I can opt for the project phases right here and again the fields the procedure is going to be similar you will choose these phases from here on this plus button here and you can likewise provide it various different colors we likewise have business Dev here you can see then we have hiring so if you do working with then this is going to be your stages job search financier fundraising others property assistance and customized So within our assistance you can see we have incoming appointed working on fixed and noise this is really respectable and we also have customized where I can in fact start something from the scratch totally according to my business for me we simply 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 team member 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 produce a pipeline for me so you can see this actually looks pretty good now I will have the ability to add my Lead Series so you can actually click on 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 have the ability to include it click on the top here include a box so click ADD box here and I’m going to include a box in the lead area here and let’s just call it new and click on go into so now you can see we have actually one lead developed 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 add another lead let’s call it brand-new two we can in fact open this up in a new tab from here too but I’m just for now I’m simply gon na work this way 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 when you create a lead we can really click on this link and it will now open up the various fields that we added 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 after that we have invite colleagues so from here I can invite the staff member we have include columns we have e-mails files and remarks you can switch to the e-mails and it will show you the e-mails that you got in files we can even upload 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 produce a lead within your as soon as you’re done with this you can really click enter 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 two leads one contacted and something like this and this is where you will be getting your list we can choose various leads from here the stages and we can carry out 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 private alternative we have these three dots where we can find these phases Combinations and automation this is among the crucial ones click here and you’ll be able to actually integrate um other apps within yourr transfer information for notices for automations customized develops and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they very easily and develop our CSV files similarly now I can switch to my various folders that we have here and I can develop a brand-new pipeline we can change to our simple Gmail very easily from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have created we will even have our combine e-mails now with our so this is the merge e-mail and with merge e-mail what happens is I can really create a follow-up emails and various storage emails here and we have active advises so utilizing is actually easy you can begin for free by simply including the combination and now you know how to use as a total novice do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me offer some context about my profession and how it associates with. As a self-employed reporter, I’ve worked with various customers, handled multiple projects at the same time, and kept a comprehensive network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the requirement for a centralized system to improve my operations.
In my quest for an option, I checked out various platforms but discovered them to be either too complicated 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 client relationship management tool that seamlessly integrates with Gmail, making it perfect for independent journalists who greatly count on e-mail communication. Here are some key benefits of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Organization:.
enables you to track and arrange your emails effortlessly, offering you a clear summary of your communications with customers, leads, and collaborators.
You can develop adjustable pipelines directly within your inbox, making it easy to monitor the progress and handle of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to picture and handle your sales process from lead generation to project completion.
You can classify contacts, develop custom-made phases, set reminders, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Cooperation and Teamwork:.
assists in collaboration by allowing you to share pipelines and communicate with team members within the platform.
You can designate jobs, share essential emails, and collaborate in real-time, improving performance and making sure everyone remains on the very same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repetitive tasks.
You can create templates for typical email reactions, schedule follow-ups, and set up suggestions, conserving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, provides advantages in regards to coding and software application development. Here’s how:.
offers a robust API and comprehensive designer documents, making it simple to incorporate with other tools and construct custom-made options.
This versatility permits independent reporters with coding abilities to extend the functionality of and tailor it to their specific requirements.
Job Management for Software Application Development:.
‘s pipeline function can be adjusted to manage software development tasks, from ideation to deployment.
You can create customized stages for different development phases, designate jobs to team members, and track progress effectively.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and user friendly functions, reducing the discovering curve.
Customizable pipelines and workflows to adjust to private requirements.
Collaborative functions that enhance teamwork and interaction.
Developer-friendly API for combination and customization.
Affordable service for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation functions.
Dependence on Gmail for full functionality, limiting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While offers substantial benefits for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
offers a more affordable option, specifically for freelancers and small companies.
HubSpot has a complimentary variation, but advanced features need a higher-tier paid membership.
Functions and Intricacy:.
provides a more detailed suite of functions, consisting of sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, using a structured experience.
Both and incorporate with numerous third-party tools.
‘s smooth combination with Gmail is advantageous for users greatly reliant on e-mail interaction.
As an independent journalist, managing your hiring procedure and client relationships is paramount to your success. offers a economical and instinctive service that flawlessly incorporates with Gmail, allowing you to enhance your operations and focus 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, writer, or content developer, can empower you to take control of your freelance journalism profession by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.