As a seasoned freelance reporter, I understand the difficulties of managing jobs, tracking leads, and supporting client relationships. In this post, I will delve into the benefits of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for newbies hey men welcome back in this video I will be revealing you how to use Streak Crm Meaning for your client relations collaboration communication and a lot more so let’s enter it first off you require to go to streak.com and you will land on this website right here now is a sort of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is truly amazing and I’ll show you how to do that as a total beginner it will help you customize a perfect process for your team and you will have the ability to get your work done now let’s in fact get into the process now is offered as an extension and it’s entirely totally free so once 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 add to Chrome click ADD extension and your extension will be added alright 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 simply 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 simply scroll down and click enable after including this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting just recently seen all tracked e-mails and updated reply and after that 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 is like our new dashboard for here I’ll have the ability to produce a 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 brand-new pipeline let’s in fact do that you will click new pipeline here and we have various choices first of all we have the stages so this is where you will choose these phases for your pipeline and you can really we have actually a lead contacted pitched demonstration negotiating close phone closed uh you know then we have supporting alright then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority market offer size business size close rate e-mail thread count days and state and keeps in mind so if you wish to include another phase you will click on this Plus at the top and you will give your stage a name let’s say that you in fact wished to produce another um you know phase here for instance let’s say I didn’t have no strings so I can develop right here.
and you can provide it your color so we can actually select various colors for each of the stages but I think all of these are actually already developed so this is in fact pretty impressive what I will do is I will in fact get rid of this one and if you feel like there is um I think pitched and demonstration are sort of like the very same thing we just choose the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s get rid of the demonstration 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 desire so you will click this plus here and we have complimentary form a date check box drop down General e-mail email tracking task calls and conferences so I do not 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 in fact missing and I’ll actually rearrange and put the notes here alright email thread count close date fine business’s size offer size and Business size all right let’s eliminate the company size and I’m gon na actually discover something else within the general where we have developed by date developed fans and more so I in fact want to go for the developed.
by or perhaps the followers because I want to keep an eye on my team members that are actually 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 alternatives readily available within streak is in fact among the most convenient and one of the most uh you know flexible out there it’s extremely 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 once again the fields the procedure is going to be comparable you will select these phases from here on this plus button here and you can likewise offer it various various colors we also have company Dev here you can see then we have employing so if you do employing then this is going to be your stages job search financier fundraising others realty support and custom-made So within our support you can see we have incoming designated working on solved and sound this is actually pretty good and we also have custom where I can actually start something from the scratch completely according to my business for me we just have the sales so I’m gon na choose the sales here and click produce personal or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click on develop now it will simply take a second for a street to develop a pipeline for me so you can see this actually looks pretty good now I will be able to add my Lead Series so you can actually click on this fall and we have manage phase or rename so as I continue as I include different leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click on the top here include a box so click on ADD box here and I’m going to add a box in the lead section here and let’s just call it brand-new and click on get in so now you can see we have one lead developed let’s say that there is in fact 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 new two 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 2 leads then let’s say there was a called also there’s one working out so I’ll just simply click on new now once you create a lead we can really click on this link and it will now open the different fields that we added so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we produced 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 emails and it will show you the e-mails that you got in files we can even upload files and after that we have the remarks at the top here once again we have the call log we have our meeting notes and we even have our.
accessories so this is how you create a lead within your once you’re finished with this you can really click on 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 called 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 erasing and sharing also 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 find these phases Combinations and automation this is one of the essential ones click on this link and you’ll be able to actually incorporate um other apps within yourr transfer information for alerts for automations custom-made constructs and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they very easily and create our CSV files similarly now I can change to my various folders that we have here and I can develop a new pipeline we can change to our basic Gmail extremely quickly from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have actually developed we will even have our merge emails now with our so this is the merge email and with merge email what occurs is I can actually produce a follow-up e-mails and various storage e-mails here and we have active instructs so utilizing is really easy you can start for free by simply adding the combination and now you know how to utilize as a total beginner do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me provide some context about my profession and how it associates with. As an independent reporter, I have actually dealt with numerous clients, managed numerous projects all at once, and preserved a substantial network of contacts. Balancing these duties can be frustrating, and I acknowledged the need for a central system to streamline my operations.
In my quest for a solution, I checked out different platforms however discovered them to be either too costly or too complex for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly incorporates with Gmail, making it ideal for freelance journalists who heavily depend on email communication. Here are some crucial advantages of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Company:.
permits you to track and organize your e-mails easily, providing you a clear summary of your interactions with customers, leads, and collaborators.
You can produce personalized pipelines straight within your inbox, making it easy to handle and monitor the progress of your tasks and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and manage your sales process from lead generation to task completion.
You can classify contacts, produce custom-made phases, set pointers, and track interactions, ensuring that no chance slips through the fractures.
Smooth Partnership and Teamwork:.
facilitates cooperation by permitting you to share pipelines and interact with staff member within the platform.
You can designate tasks, share crucial emails, and work together in real-time, boosting efficiency and making sure everybody stays on the exact same page.
‘s versatile workflow system enables you to customize your pipelines and automate recurring jobs.
You can develop templates for typical e-mail actions, schedule follow-ups, and established pointers, conserving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, provides benefits in regards to coding and software application advancement. Here’s how:.
provides a robust API and comprehensive developer documentation, making it simple to integrate with other tools and develop customized options.
This versatility permits self-employed journalists with coding skills to extend the functionality of and customize it to their particular requirements.
Task Management for Software Application Development:.
‘s pipeline feature can be adapted to manage software development projects, from ideation to deployment.
You can produce customized stages for various advancement phases, designate tasks to staff member, and track progress efficiently.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and easy-to-use features, decreasing the finding out curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collective functions that boost teamwork and interaction.
Developer-friendly API for combination and personalization.
Cost-effective option for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation functions.
Dependence on Gmail for complete performance, limiting compatibility with other email providers.
Comparison with HubSpot CRM:.
While deals substantial benefits for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more affordable option, especially for freelancers and small companies.
HubSpot has a totally free variation, but advanced features require a higher-tier paid membership.
Features and Intricacy:.
supplies a more detailed suite of features, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, providing a streamlined experience.
Both and incorporate with different third-party tools.
‘s seamless combination with Gmail is advantageous for users heavily reliant on e-mail interaction.
As a freelance reporter, handling your hiring procedure and client relationships is vital to your success. offers a instinctive and budget friendly option that seamlessly incorporates with Gmail, enabling you to improve your operations and focus on your craft. While it might not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re an editor, content, or author creator, can empower you to take control of your freelance journalism career by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.