As a skilled freelance reporter, I understand the obstacles of managing projects, tracking leads, and supporting customer relationships. In this post, I will dive into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for novices hey people welcome back in this video I will be showing you how to utilize Streak Crm Community for your client relations partnership interaction and much more so let’s enter into it firstly you require to go to streak.com and you will arrive on this website right here now is a sort of CRM that we can contribute to our easy 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 reveal you how to do that as a complete beginner it will help you personalize a best process for your team and you will have the ability to get your work done now let’s actually get into the procedure now is offered as an extension and it’s entirely complimentary so as soon as you get to the site you’ll get this option here which is contribute 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 contribute to Chrome click on ADD extension and your extension will be added fine it’s done and now it is contributing 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 sign in make certain to sign.
into the very same Gmail that you have actually added the uh you know streak to now it will ask you for your access and we’re gon na merely scroll down and click on permit after adding this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting recently viewed all tracked emails and updated reply and after that we have this brand-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 merges so you can see this resembles our 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 produce a new pipeline let’s really do that you will click on new pipeline here and we have various choices firstly we have the stages so this is where you will choose these phases for your pipeline and you can actually we have a lead called pitched demonstration working out close phone closed uh you understand then we have nurturing fine then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority market offer size company size close rate email thread count days and state and keeps in mind so if you want to include another stage you will click on this Plus at the top and you will provide your phase a name let’s state that you really wished to create another um you understand phase here for example let’s say I didn’t have no strings so I can develop right here.
and you can offer it your color so we can in fact select various colors for each of the stages but I think all of these are in fact already produced so this is actually quite remarkable what I will do is I will really get rid of this one and if you seem like there is um I believe pitched and demo are kind of like the very same thing we just choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s eliminate the demo here and then we have negotiating with negotiating I can opt for 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 on this plus here and we have complimentary kind a date check box drop down General email e-mail tracking job 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 choose this one here this is the field that was in fact missing and I’ll in fact rearrange and put the notes here all right e-mail thread count close date okay business’s size offer size and Business size alright let’s get rid of the company size and I’m gon na in fact discover something else within the general where we have created by date developed followers and more so I actually wish to choose the created.
by or perhaps the followers due to the fact that I want to monitor my team members that are in fact 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 choices available within streak is really one of the most convenient and one of the most uh you understand versatile out there it’s really easy to use with templates we have tasks too within my job again if I didn’t want to choose these sales if I finished with tasks then I can choose the task phases right here and again the fields the procedure is going to be comparable you will pick these stages from here on this plus button here and you can also offer it various various colors we also 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 inbound appointed dealing with resolved and noise this is actually pretty good and we also have custom-made where I can really start something from the scratch absolutely according to my company for me we simply have the sales so I’m gon na choose the sales here and click create private 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 produce now it will just take a second for a street to develop 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 in fact click this fall and we have handle stage or rename so as I proceed as I add different leads here what I I will do is I’ll just simply click and I’ll have the ability to add 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 section here and let’s simply call it new and click on get in so now you can see we have one lead produced let’s say that there is really closed one so I’m going to include 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 2 we can really open this up in a brand-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 2 leads then let’s state there was a gotten in touch with too there’s one working out so I’ll just merely click new now once you produce 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 produced keep in mind and then we have welcome teammates so from here I can invite the team members we have add columns we have e-mails files and comments you can change to the e-mails and it will show you the emails that you got in files we can even submit files and then we have the remarks 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 produce a lead within your when you’re done with this you can in fact 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 two leads one called 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 deleting and sharing also uh one more thing with srix at the top you will have the ability to see we have personal option we have these three dots where we can discover these stages Integrations and automation this is among the important ones click on this link and you’ll be able to in fact incorporate um other apps within yourr transfer information for notifications for automations custom constructs and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they very easily and produce our CSV files similarly now I can change to my various folders that we have here and I can produce a new pipeline we can switch to our simple Gmail extremely easily from here and it will also show me the emails that I will be receiving for my pipelines that I have produced we will even have our combine e-mails now with our so this is the combine e-mail and with merge email what happens is I can really produce a follow-up e-mails and various storage e-mails here and we have active instructs so utilizing is truly easy you can start totally free by just including the integration and now you know how to utilize as a total beginner do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me supply some context about my career and how it relates to. As an independent journalist, I’ve worked with numerous clients, handled numerous projects all at once, and kept a comprehensive network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the requirement for a central system to simplify my operations.
In my mission for a solution, I explored different platforms however discovered them to be either too costly or too complicated for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly integrates with Gmail, making it perfect for independent reporters who heavily rely on email interaction. Here are some crucial advantages of using for your freelance journalism employing process:.
Intuitive Email Tracking and Company:.
permits you to track and organize your emails easily, providing you a clear summary of your interactions with customers, leads, and collaborators.
You can develop adjustable pipelines directly within your inbox, making it simple to manage and monitor the progress of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to envision and handle your sales process from list building to project completion.
You can categorize contacts, create custom-made phases, set tips, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Cooperation and Team Effort:.
facilitates cooperation by permitting you to share pipelines and interact with employee within the platform.
You can assign jobs, share crucial e-mails, and work together in real-time, enhancing productivity and guaranteeing everybody remains on the exact same page.
‘s flexible workflow system enables you to customize your pipelines and automate repeated tasks.
You can develop templates for typical e-mail actions, schedule follow-ups, and established pointers, saving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, uses benefits in terms of coding and software advancement. Here’s how:.
supplies a robust API and comprehensive developer documents, making it simple to incorporate with other tools and construct custom options.
This flexibility permits freelance journalists with coding abilities to extend the performance of and tailor it to their particular needs.
Job Management for Software Advancement:.
‘s pipeline function can be adjusted to handle software development projects, from ideation to deployment.
You can create custom stages for different development phases, designate tasks to team members, and track progress effectively.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and easy-to-use functions, reducing the finding out curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collaborative features that boost team effort and communication.
Developer-friendly API for integration and modification.
Economical option for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for complete performance, restricting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While deals considerable benefits for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more cost effective option, especially for freelancers and small companies.
HubSpot has a free variation, however advanced features require a higher-tier paid membership.
Features and Complexity:.
offers a more comprehensive suite of functions, including innovative marketing automation and analytics.
focuses on simpleness and ease of use, using a structured experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is advantageous for users heavily reliant on email interaction.
As an independent reporter, handling your hiring process and customer relationships is vital to your success. offers a economical and instinctive service that perfectly incorporates with Gmail, allowing you to streamline 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 a perfect choice for freelance reporters.
Whether you’re an editor, writer, or content creator, can empower you to take control of your freelance journalism career by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.