As an experienced freelance reporter, I comprehend the obstacles of handling projects, tracking leads, and nurturing customer relationships. In this post, I will delve into the advantages of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for novices hey men welcome back in this video I will be revealing you how to use Streak Crm And Shopify for your consumer relations cooperation communication and a lot more so let’s enter into it first of all you need to go to streak.com and you will arrive at this site right here now is a sort 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 truly amazing and I’ll show you how to do that as a complete newbie it will assist you personalize a best procedure for your group and you will be able to get your work done now let’s in fact 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 alternative here which is contribute 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 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 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 merely check in make sure 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 simply scroll down and click allow after adding this is what your Gmail will look like now you can see here in our basic you know folders we are getting just recently seen all tracked e-mails and upgraded reply and then we have this brand-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 resembles our 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 produce a new pipeline let’s really do that you will click brand-new pipeline here and we have various alternatives firstly we have the stages so this is where you will select these phases for your pipeline and you can really we have a lead contacted pitched demo working out close phone closed uh you know then we have supporting all right then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority market deal size business size close rate email thread count days and state and notes so if you wish to include another phase you will click this Plus at the top and you will provide your phase a name let’s state that you really wished to develop another um you understand stage here for example let’s state I didn’t have no strings so I can develop right here.
and you can offer it your color so we can really pick various colors for each of the stages however I think all of these are actually already developed so this is in fact quite impressive what I will do is I will really get rid of this one and if you seem like there is um I think pitched and demonstration are type of like the same thing we simply 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 demo here and then we have negotiating with negotiating I can choose 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 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 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 really reorganize and put the notes here fine e-mail thread count close date fine business’s size deal size and Business size alright let’s get rid of the company size and I’m gon na really discover something else within the basic where we have actually created by date developed fans and more so I actually want to opt for the developed.
by or possibly the followers because I wish to keep track of my employee that are really following this so I will you know put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a great deal of options readily available within streak is really one of the easiest and among 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 made with projects then I can go with the task stages right here and again the fields the process is going to be similar you will pick these phases from here on this plus button here and you can likewise give it various different colors we likewise have business Dev here you can see then we have working with so if you do employing then this is going to be your phases task search investor fundraising others realty assistance and custom So within our support you can see we have incoming designated working on solved and noise this is really respectable and we likewise have custom-made where I can really start something from the scratch absolutely according to my organization for me we just have the sales so I’m gon na choose the sales here and click on produce private or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click develop now it will simply take a 2nd for a street to create a pipeline for me so you can see this really looks respectable now I will have the ability to include my Lead Series so you can actually click this drop down and we have manage stage or relabel so as I proceed as I include different leads here what I I will do is I’ll just simply click and I’ll be able to add it click 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 enter so now you can see we have actually one lead created let’s say that there is really 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 two we can in fact open this up in a brand-new tab from here too but I’m just for now I’m just gon na work this way now you can see we have 2 leads then let’s say there was a gotten in touch with also there’s one negotiating so I’ll just merely click on brand-new now once you create a lead we can in fact click here and it will now open up the various fields that we added so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we created keep in mind and then we have invite colleagues 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 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.
accessories so this is how you develop a lead within your when you’re made with this you can actually click on go into and it will be closed now it will show you something like this we have all of our data gathered 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 carry out bulk actions such as deleting and sharing too 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 phases Integrations and automation this is one of the important ones click here and you’ll be able to in fact integrate um other apps within yourr transfer information for alerts for automations custom develops and more we can likewise incorporate 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 switch to my different folders that we have here and I can develop a brand-new pipeline we can change to our simple Gmail very quickly from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have developed we will even have our combine emails now with our so this is the merge e-mail and with merge email what takes place is I can really create a follow-up emails and different storage emails here and we have active instructs so utilizing is really simple you can start totally free by just adding the combination and now you understand how to utilize as a complete novice do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me provide some context about my profession and how it connects to. As a freelance journalist, I’ve worked with numerous customers, handled several tasks at the same time, and maintained a comprehensive network of contacts. Juggling these duties can be frustrating, and I recognized the requirement for a centralized system to improve my operations.
In my mission for a solution, I checked out numerous platforms however discovered them to be either too intricate or too expensive for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly integrates with Gmail, making it ideal for independent reporters who greatly depend on e-mail communication. Here are some essential advantages of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Company:.
allows you to track and organize your e-mails easily, giving you a clear introduction of your interactions with clients, leads, and collaborators.
You can create adjustable pipelines directly within your inbox, making it easy to monitor the development and manage of your assignments and projects.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to visualize and handle your sales procedure from lead generation to job completion.
You can categorize contacts, produce custom-made phases, set tips, and track interactions, ensuring that no opportunity slips through the cracks.
Smooth Partnership and Teamwork:.
facilitates collaboration by permitting you to share pipelines and communicate with staff member within the platform.
You can designate jobs, share essential e-mails, and collaborate in real-time, enhancing productivity and making sure everybody stays on the exact same page.
Adjustable Workflows:.
‘s flexible workflow system allows you to personalize your pipelines and automate repeated jobs.
You can develop design templates for common email actions, schedule follow-ups, and set up suggestions, saving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, offers benefits in regards to coding and software advancement. Here’s how:.
Developer-Friendly Integration:.
provides a robust API and extensive designer paperwork, making it simple to incorporate with other tools and build customized services.
This versatility enables independent reporters with coding abilities to extend the functionality of and tailor it to their particular needs.
Project Management for Software Application Advancement:.
‘s pipeline function can be adjusted to handle software application advancement projects, from ideation to release.
You can create customized phases for various advancement stages, assign tasks to team members, and track progress efficiently.
Pros and Cons of
Pros:.
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Instinctive user interface and easy-to-use features, lessening the discovering curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collective functions that enhance teamwork and communication.
Developer-friendly API for integration and personalization.
Cost-effective service for freelancers and small companies.
Cons:.
Limited reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation functions.
Reliance on Gmail for complete performance, restricting compatibility with other email companies.
Contrast with HubSpot CRM:.
While offers considerable benefits for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
Cost:.
provides a more inexpensive service, particularly for freelancers and small businesses.
HubSpot has a complimentary version, however advanced functions need a higher-tier paid subscription.
Functions and Intricacy:.
provides a more comprehensive suite of functions, including sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, offering a structured experience.
Integration:.
Both and integrate with different third-party tools.
‘s smooth integration with Gmail is helpful for users heavily reliant on email communication.
Conclusion:.
As a freelance journalist, managing your hiring procedure and client relationships is paramount to your success. offers a instinctive and budget friendly solution that flawlessly integrates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it may not have the sophisticated features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re an editor, material, or author developer, can empower you to take control of your freelance journalism career by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.