As an experienced freelance reporter, I comprehend the difficulties of managing projects, tracking leads, and supporting client relationships. In this article, I will dive into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for novices hey guys invite back in this video I will be revealing you how to utilize Streak Crm Data Migration for your client relations cooperation communication and much more so let’s get into it firstly you require to go to streak.com and you will arrive at this website right here now is a type of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is really amazing 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 be able to get your work done now let’s really enter into the process now is available as an extension and it’s completely totally free so as soon as you get to the site you’ll get this option 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 contribute 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 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 sign in make sure to sign.
into the very same Gmail that you have included the uh you know streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click on permit after adding this is what your Gmail will look like now you can see here in our easy you understand folders we are getting recently viewed all tracked emails and updated reply and then we have this new choice 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 resembles our new dashboard for here I’ll have the ability to develop a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go create a new pipeline let’s in fact do that you will click on new pipeline here and we have different options first of all we have the stages so this is where you will choose these phases for your pipeline and you can actually we have a lead gotten in touch with pitched demonstration working out close phone closed uh you understand then we have nurturing all right then we have Fields so in fields we have a date of last email last email from lead Source top priority market deal size business size close rate email thread count days and state and keeps in mind so if you wish to add another phase you will click this Plus at the top and you will give your phase a name let’s say that you actually 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 offer it your color so we can really choose different colors for each of the stages however I think all of these are in fact currently produced so this is really pretty excellent what I will do is I will really eliminate this one and if you seem like there is um I think pitched and demonstration 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 really 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 different fields that you desire so you will click on this plus here and we have free form a date check box fall General e-mail email tracking task calls and conferences so I do not 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 out on and I’ll in fact reorganize and put the notes here alright email thread count close date alright company’s size deal size and Company size okay let’s get rid of the company size and I’m gon na really discover something else within the general where we have produced by date produced fans and more so I really want to opt for the created.
by or maybe the fans since I wish to keep an eye on my team members that are really following this so I will you know 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 lot of options available within streak is in fact one of the simplest and among the most uh you know versatile out there it’s extremely easy to use with design templates we have projects too within my task again if I didn’t want to go for these sales if I made with tasks then I can opt for the job 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 also provide it various different colors we also have business Dev here you can see then we have hiring so if you do working with then this is going to be your phases task search financier fundraising others real estate assistance and custom-made So within our support you can see we have actually incoming assigned dealing with dealt with and sound this is really respectable and we also have custom-made where I can actually 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 personal or.
shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click on create now it will simply take a second for a street to produce a pipeline for me so you can see this really looks pretty good now I will have the ability to include my Lead Series so you can actually click this drop down and we have handle phase or rename so as I proceed as I include various leads here what I I will do is I’ll just simply click and I’ll be able to add it click on 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 brand-new and click enter so now you can see we have actually one lead created 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 new I’m going to include another lead let’s call it new two we can actually open this up in a new tab from here too however 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 say there was a gotten in touch with too there’s one negotiating so I’ll just merely click on new now when you develop a lead we can really click here and it will now open the different fields that we included 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 keep in mind and after that we have welcome colleagues so from here I can invite the team members we have include columns we have e-mails files and remarks you can change to the e-mails and it will reveal you the e-mails that you got in files we can even publish files and after that we have the remarks at the top here again we have the call log we have our meeting notes and we even have our.
accessories so this is how you develop a lead within your when you’re done with this you can actually click enter 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 2 leads one gotten in touch with and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can carry out bulk actions such as deleting and sharing too uh another thing with srix on top you will have the ability to see we have personal choice we have these three dots where we can discover these stages Integrations and automation this is among the crucial ones click on this link and you’ll have the ability to really incorporate um other apps within yourr transfer information for notices for automations customized builds and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they very quickly and produce our CSV files similarly now I can switch to my different 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 e-mails that I will be receiving for my pipelines that I have actually developed we will even have our combine emails now with our so this is the combine email and with combine e-mail what happens is I can in fact create a follow-up e-mails and various storage emails here and we have active advises so utilizing is really simple you can get going for free by just adding the combination and now you know how to utilize as a total newbie do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me supply some context about my profession and how it connects to. As a freelance reporter, I have actually worked with numerous clients, handled several jobs concurrently, and kept an extensive network of contacts. Juggling these responsibilities can be frustrating, and I recognized the need for a central system to streamline my operations.
In my mission for a solution, I explored numerous platforms however 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.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly incorporates with Gmail, making it ideal for independent reporters who heavily depend on e-mail interaction. Here are some essential benefits of using for your freelance journalism employing process:.
Instinctive Email Tracking and Company:.
enables you to track and arrange your e-mails effortlessly, offering you a clear summary of your interactions with customers, leads, and collaborators.
You can develop adjustable pipelines straight within your inbox, making it simple to handle and monitor the progress of your assignments and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to envision and handle your sales procedure from list building to project conclusion.
You can classify contacts, produce custom-made stages, set suggestions, and track interactions, making sure that no chance slips through the fractures.
Smooth Cooperation and Teamwork:.
assists in partnership by allowing you to share pipelines and communicate with employee within the platform.
You can assign tasks, share important emails, and work together in real-time, enhancing productivity and ensuring everyone remains on the exact same page.
‘s versatile workflow system allows you to tailor your pipelines and automate repetitive jobs.
You can create design templates for common e-mail actions, schedule follow-ups, and set up pointers, saving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in independent journalism, offers advantages in terms of coding and software development. Here’s how:.
offers a robust API and substantial designer documentation, making it simple to incorporate with other tools and construct custom-made services.
This versatility enables independent reporters with coding abilities to extend the functionality of and tailor it to their particular needs.
Task Management for Software Application Development:.
‘s pipeline function can be adjusted to manage software development jobs, from ideation to implementation.
You can develop custom phases for different advancement stages, assign tasks to staff member, and track development efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly user interface and user friendly functions, reducing the discovering curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collaborative features that boost team effort and interaction.
Developer-friendly API for integration and modification.
Cost-efficient solution for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Reliance on Gmail for complete performance, restricting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While deals substantial advantages for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more economical option, particularly for freelancers and small businesses.
HubSpot has a complimentary version, but advanced functions need a higher-tier paid subscription.
Features and Intricacy:.
supplies a more extensive suite of features, consisting of advanced marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is advantageous for users heavily reliant on email interaction.
As a self-employed journalist, managing your hiring process and client relationships is critical to your success. deals a user-friendly and cost effective option that effortlessly incorporates with Gmail, enabling you to improve your operations and concentrate on your craft. While it may not have the innovative functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re an editor, content, or author creator, can empower you to take control of your freelance journalism profession by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.