As a seasoned freelance reporter, I understand the challenges of managing tasks, tracking leads, and supporting client relationships. In this short article, I will dive into the benefits of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for novices hey guys invite back in this video I will be showing you how to use Streak Crm Example School for your client relations partnership communication and far more so let’s enter it to start with you need 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 simple Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is actually fantastic and I’ll show you how to do that as a total beginner it will help you customize an ideal process for your group and you will have the ability to get your work done now let’s really enter into the procedure now is offered as an extension and it’s totally complimentary 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 pick this one now it will take you to Chrome dot google.com extensions and this is our extension here click on contribute to Chrome click on ADD extension and your extension will be added alright 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 make sure 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 just scroll down and click on permit after including this is what your Gmail will look like now you can see here in our basic you understand folders we are getting recently viewed all tracked emails and updated reply and then we have this new alternative which is the pipeline so if I click on 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 have the ability to create a brand-new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go produce a new pipeline let’s actually do that you will click on brand-new pipeline here and we have various choices to start with we have the stages so this is where you will select these phases for your pipeline and you can in fact we have a lead gotten in touch with pitched demonstration negotiating 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 email from lead Source concern industry deal size company 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 on top and you will offer your phase a name let’s say that you in fact wished to produce another um you know phase here for example let’s state I didn’t have no strings so I can produce right here.
and you can provide it your color so we can in fact choose different colors for each of the stages however I believe all of these are actually currently produced so this is in fact quite excellent what I will do is I will in fact eliminate this one and if you feel like there is um I think pitched and demo are type of like the very same thing we just go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s eliminate the demo here and after that we have working out with negotiating I can go with 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 type a date check box fall General e-mail email tracking task calls and meetings 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 opt for this one here this is the field that was in fact missing and I’ll in fact reorganize and put the notes here fine e-mail thread count close date fine business’s size deal size and Company size alright let’s get rid of the company size and I’m gon na in fact discover something else within the basic where we have produced by date developed followers and more so I actually want to go for the produced.
by or perhaps the followers due to the fact that I want to keep an eye on my employee that are actually following this so I will you understand 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 among the most convenient and one of the most uh you know flexible out there it’s very easy to use with templates we have projects too within my job again if I didn’t want to opt for these sales if I made with tasks then I can go with the task phases right here and again the fields the procedure is going to be similar you will pick these phases from here on this plus button here and you can likewise offer it various different colors we also have organization 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 investor fundraising others realty support and custom So within our assistance you can see we have actually inbound assigned working on resolved and sound this is really respectable and we also have customized where I can in fact start something from the scratch absolutely 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 an employee so I’m going to opt for the shared one here and click on create now it will just take a 2nd for a street to produce a pipeline for me so you can see this actually looks respectable now I will be able to include my Lead Series so you can actually click on this fall and we have manage phase or relabel so as I proceed as I add various leads here what I I will do is I’ll just merely click and I’ll be able to include it click 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 simply call it brand-new and click go into so now you can see we have one lead created let’s state that there is really closed one so I’m going to add one here let’s just for now let’s call it new I’m going to add another lead let’s call it brand-new 2 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 in this manner now you can see we have 2 leads then let’s say there was a contacted as well there’s one negotiating so I’ll just simply click on brand-new now once you create a lead we can in fact click on this link and it will now open the various fields that we added so this is a brand-new Elite that I developed and we have all of these different columns we have the fields that we developed keep in mind and then we have invite teammates so from here I can welcome the team members we have include columns we have e-mails files and comments you can switch to the e-mails and it will show you the e-mails that you got in files we can even publish files and then we have the remarks at the top here once 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 as soon as you’re done with this you can in fact click enter and it will be closed now it will reveal 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 choose various leads from here the stages and we can perform bulk actions such as deleting and sharing too uh another thing with srix on top you will be able to see we have private choice we have these three dots where we can discover these phases Integrations and automation this is one of the essential ones click on this link and you’ll have the ability to actually integrate um other apps within yourr transfer information for alerts for automations customized develops and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really easily and produce our CSV files likewise now I can change to my various folders that we have here and I can develop a brand-new pipeline we can switch to our basic Gmail very quickly from here and it will likewise reveal me the emails 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 email and with merge email what takes place is I can actually produce a follow-up e-mails and various storage emails here and we have active instructs so using is really easy you can begin for free by simply adding the combination and now you understand how to utilize as a complete beginner don’t.
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 relates to. As an independent reporter, I’ve dealt with many clients, handled numerous tasks all at once, and maintained a substantial network of contacts. Juggling these duties can be frustrating, and I recognized the need for a central system to enhance my operations.
In my mission for a service, I checked out various platforms however discovered them to be either too expensive or too complicated for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly incorporates with Gmail, making it perfect for self-employed journalists who greatly depend on e-mail interaction. Here are some crucial benefits of using for your freelance journalism working with process:.
User-friendly Email Tracking and Organization:.
permits you to track and arrange your e-mails effortlessly, providing you a clear summary of your communications with clients, leads, and collaborators.
You can create adjustable pipelines directly within your inbox, making it simple to manage and keep track of the progress of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to imagine and handle your sales procedure from list building to project completion.
You can categorize contacts, produce customized stages, set reminders, and track interactions, making sure that no opportunity slips through the fractures.
Seamless Cooperation and Teamwork:.
helps with collaboration by enabling you to share pipelines and interact with team members within the platform.
You can appoint jobs, 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 allows you to customize your pipelines and automate repeated jobs.
You can create design templates for typical e-mail responses, schedule follow-ups, and set up suggestions, saving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, provides benefits in regards to coding and software advancement. Here’s how:.
supplies a robust API and comprehensive developer documents, making it easy to integrate with other tools and build customized solutions.
This flexibility allows self-employed reporters with coding abilities to extend the performance of and tailor it to their particular requirements.
Job Management for Software Application Development:.
‘s pipeline feature can be adapted to handle software application advancement projects, from ideation to deployment.
You can produce custom stages for different development stages, assign tasks to team members, and track progress efficiently.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
Instinctive user interface and easy-to-use features, lessening the learning curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collective features that improve team effort and interaction.
Developer-friendly API for integration and personalization.
Affordable solution for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Reliance on Gmail for full functionality, limiting compatibility with other email companies.
Contrast with HubSpot CRM:.
While deals considerable advantages for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more affordable option, especially for freelancers and small businesses.
HubSpot has a free variation, however advanced functions need a higher-tier paid subscription.
Functions and Complexity:.
supplies a more comprehensive suite of features, including sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, providing a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s smooth integration with Gmail is advantageous for users heavily reliant on e-mail interaction.
As an independent reporter, managing your hiring procedure and client relationships is paramount to your success. offers a budget friendly and user-friendly solution that perfectly integrates with Gmail, enabling you to enhance your operations and focus on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, writer, or material creator, can empower you to take control of your freelance journalism career by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.