As a seasoned freelance reporter, I understand the challenges of handling jobs, tracking leads, and nurturing client relationships. In this article, I will dig into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for beginners hey guys welcome back in this video I will be showing you how to utilize Streak Crm For Nonprofits for your consumer relations collaboration interaction and a lot more so let’s enter it first of all you require to go to streak.com and you will arrive on this website right here now is a kind of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is really remarkable and I’ll show you how to do that as a total beginner it will help you tailor an ideal process for your group and you will have the ability to get your work done now let’s in fact enter the procedure now is available as an extension and it’s entirely complimentary so when you get to the website you’ll get this option here which is contribute 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 included 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 check in make sure to sign.
into the same Gmail that you have included the uh you understand streak to now it will ask you for your access and we’re gon na merely scroll down and click on enable after adding this is what your Gmail will look like now you can see here in our easy you know folders we are getting just recently viewed all tracked emails and upgraded 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 combines so you can see this is like our brand-new control panel for here I’ll have the ability to produce 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 brand-new pipeline let’s really do that you will click on new pipeline here and we have various alternatives first off we have the stages so this is where you will select these phases for your pipeline and you can actually we have actually a lead called pitched demo 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 e-mail last e-mail from lead Source priority market deal size company size close rate email thread count days and state and notes so if you want to add another stage you will click this Plus on top and you will give your phase a name let’s say that you really wished to develop another um you know phase here for instance let’s state I didn’t have no strings so I can create right here.
and you can give it your color so we can actually pick different colors for each of the stages but I believe all of these are actually currently produced so this is really quite remarkable 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 demo are sort of like the very same thing we just choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s get rid of the demonstration here and then we have negotiating with negotiating I can go with 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 totally free form a date check box drop down General email email tracking job calls and conferences 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 go with this one here this is the field that was actually missing and I’ll actually reorganize and put the notes here fine e-mail thread count close date alright business’s size offer size and Business size okay let’s get rid of the company size and I’m gon na really find something else within the general where we have produced by date created fans and more so I really wish to choose the developed.
by or perhaps the fans since I wish to track my staff member that are in fact following this so I will you understand 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 great deal of alternatives available within streak is in fact among the easiest and among the most uh you understand flexible out there it’s really easy to use with templates we have projects too within my project again if I didn’t wish to choose these sales if I finished with projects then I can choose the job stages right here and once 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 also give it various different colors we also have service Dev here you can see then we have working with so if you do working with then this is going to be your phases task search financier fundraising others realty assistance and custom-made So within our support you can see we have incoming designated dealing with dealt with and sound this is actually respectable and we also have customized where I can actually start something from the scratch absolutely according to my organization for me we simply have the sales so I’m gon na opt for the sales here and click produce personal or.
shared so I will be sharing this with an employee so I’m going to choose 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 in fact looks respectable now I will have the ability to include my Lead Series so you can actually click on this fall and we have manage stage or relabel so as I continue as I add different leads here what I I will do is I’ll just merely 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 add a box in the lead area here and let’s just call it new and click go into so now you can see we have actually one lead developed 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 new I’m going to include another lead let’s call it brand-new 2 we can in fact open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work in this manner now you can see we have two leads then let’s state there was a contacted also there’s one working out so I’ll just simply click on new now as soon as you produce a lead we can in fact click here and it will now open up the different fields that we included so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we produced keep in mind and after that we have welcome colleagues so from here I can welcome the employee we have include columns we have e-mails files and comments you can change to the emails and it will reveal you the e-mails that you got in files we can even publish files and then we have the comments at the top here again we have the call log we have our meeting notes and we even have our.
attachments so this is how you develop a lead within your once you’re finished with this you can actually click on enter and it will be closed now it will reveal you something like this we have all of our information collected here and at the top we’re getting our account such as 2 leads one called 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 erasing and sharing also uh one more thing with srix on top you will be able to see we have private alternative we have these three dots where we can discover these stages Combinations and automation this is among the important ones click on this link and you’ll have the ability to actually integrate um other apps within yourr transfer data for notices for automations custom-made develops and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they really easily and develop our CSV files similarly now I can change to my different folders that we have here and I can create a new pipeline we can switch to our easy Gmail really quickly from here and it will likewise show me the emails that I will be receiving for my pipelines that I have actually developed we will even have our combine e-mails now with our so this is the merge email and with merge email what occurs is I can in fact develop a follow-up e-mails and various storage e-mails here and we have active advises so utilizing is really easy you can start totally free by just adding the integration and now you know how to use as a complete newbie don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it connects to. As a freelance journalist, I have actually worked with many customers, handled several tasks all at once, and kept a substantial network of contacts. Juggling these obligations can be frustrating, and I acknowledged the requirement for a central system to improve my operations.
In my quest for a service, I explored various platforms but found them to be either too intricate or too costly for my freelance setup. That’s when I found, a game-changer in the independent 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 rely on email communication. Here are some essential benefits of using for your freelance journalism working with process:.
Instinctive Email Tracking and Company:.
enables you to track and organize your emails effortlessly, offering you a clear introduction of your interactions with customers, leads, and partners.
You can develop adjustable pipelines straight within your inbox, making it simple to keep track of the development and handle of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales process from list building to task conclusion.
You can categorize contacts, create custom-made phases, set reminders, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Collaboration and Teamwork:.
assists in partnership by enabling you to share pipelines and communicate with employee within the platform.
You can assign jobs, share essential emails, and team up in real-time, improving efficiency and making sure everyone remains on the same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repetitive jobs.
You can create templates for common e-mail reactions, schedule follow-ups, and established suggestions, conserving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, offers advantages in regards to coding and software application advancement. Here’s how:.
supplies a robust API and comprehensive developer paperwork, making it simple to integrate with other tools and develop custom solutions.
This flexibility permits independent reporters with coding abilities to extend the performance of and tailor it to their specific needs.
Task Management for Software Development:.
‘s pipeline feature can be adjusted to manage software advancement tasks, from ideation to deployment.
You can create customized stages for different development stages, designate tasks to employee, and track progress effectively.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive interface and easy-to-use features, minimizing the finding out curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collaborative functions that boost team effort and interaction.
Developer-friendly API for combination and personalization.
Cost-effective option for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for full functionality, limiting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While deals considerable benefits for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
offers a more inexpensive solution, especially for freelancers and small businesses.
HubSpot has a totally free variation, but advanced features need a higher-tier paid subscription.
Features and Complexity:.
provides a more thorough suite of features, including innovative marketing automation and analytics.
concentrates on simpleness and ease of use, providing a streamlined experience.
Both and incorporate with different third-party tools.
‘s smooth combination with Gmail is beneficial for users heavily reliant on email interaction.
As a freelance journalist, managing your hiring process and customer relationships is critical to your success. offers a intuitive and cost effective service that flawlessly integrates with Gmail, enabling you to improve your operations and focus on your craft. While it might not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a content, author, or editor 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 impact of Streak CRM in your freelance journalism ventures.