As a skilled freelance reporter, I comprehend the challenges of managing tasks, tracking leads, and supporting client relationships. In this post, I will dig into the advantages of utilizing for freelance 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 men invite back in this video I will be showing you how to use Streak Crm Metrics for your customer relations partnership interaction and much more so let’s enter into it first of all 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 simple Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is really fantastic and I’ll reveal you how to do that as a complete beginner it will help you tailor a best procedure for your group and you will have the ability to get your work done now let’s actually enter into the process now is offered as an extension and it’s entirely free so once you get to the website you’ll get this alternative here which is contribute 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 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 added the uh you understand streak to now it will ask you for your gain access to and we’re gon na just scroll down and click on enable after including this is what your Gmail will look like now you can see here in our simple you know folders we are getting recently viewed all tracked e-mails and updated reply and after that we have this brand-new option 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 is like our new control panel for here I’ll have the ability to develop a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go create a brand-new pipeline let’s really do that you will click on new pipeline here and we have different options firstly we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have actually a lead contacted pitched demo working out close phone closed uh you understand then we have nurturing alright then we have Fields so in fields we have a date of last e-mail last email from lead Source concern industry deal size business size close rate email thread count days and state and notes so if you want to include another stage you will click this Plus at the top and you will offer your stage a name let’s say that you actually wanted to develop another um you know stage here for instance let’s say I didn’t have no strings so I can create right here.
and you can give it your color so we can really pick various colors for each of the stages but I believe all of these are in fact already produced so this is in fact quite excellent what I will do is I will actually eliminate this one and if you seem like there is um I believe 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 two what I’ll do is in fact let’s get rid of the demo here and after that 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 want so you will click this plus here and we have totally free form a date check box drop down General email e-mail tracking job calls and conferences 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 go with this one here this is the field that was in fact missing out on and I’ll in fact rearrange and put the notes here alright e-mail thread count close date all right company’s size deal size and Business size alright let’s eliminate the business size and I’m gon na in fact discover something else within the basic where we have actually produced by date created fans and more so I actually wish to go for the produced.
by or possibly the fans since I want to keep track of my employee 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 wanted for my pipeline now you can see there are a lot of options readily available within streak is in fact among the simplest and among the most uh you understand flexible out there it’s extremely easy to use with design templates we have jobs too within my project again if I didn’t want to choose these sales if I made with tasks then I can opt for the task stages right here and once again the fields the procedure is going to be similar you will select these stages from here on this plus button here and you can also offer it various various colors we likewise have company Dev here you can see then we have employing so if you do working with then this is going to be your stages task search investor fundraising others property support and customized So within our support you can see we have actually inbound appointed working on resolved and noise this is really respectable and we also have customized where I can really start something from the scratch absolutely according to my business for me we merely have the sales so I’m gon na go with the sales here and click develop personal or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click on produce now it will simply take a 2nd for a street to create a pipeline for me so you can see this really looks pretty good now I will have the ability to add my Lead Series so you can really click this fall and we have manage phase or relabel so as I proceed as I add different leads here what I I will do is I’ll just merely click and I’ll have the ability to include it click on the top here add a box so click ADD box here and I’m going to include a box in the lead area here and let’s just call it new and click on go into so now you can see we have one lead developed let’s say that there is actually closed one so I’m going to include 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 two we can in fact open this up in a new tab from here too however I’m just for now I’m just gon na work this way now you can see we have 2 leads then let’s state there was a contacted too there’s one negotiating so I’ll just simply click new now as soon as you create 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 created remember and then we have welcome colleagues so from here I can welcome the staff member we have add 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 upload files and after that we have the comments at the top here once again we have the call log we have our meeting notes and we even have our.
attachments 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 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 erasing and sharing too uh one more thing with srix on top you will be able to see we have private choice we have these 3 dots where we can find these stages Integrations and automation this is among the important ones click on this link and you’ll have the ability to in fact incorporate um other apps within yourr transfer data for alerts for automations customized 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 quickly 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 change to our simple Gmail extremely easily from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have produced we will even have our merge e-mails now with our so this is the combine e-mail and with combine e-mail what happens is I can actually produce a follow-up e-mails and different storage e-mails here and we have active advises so utilizing is truly easy you can get started free of charge by simply adding the integration and now you understand how to utilize as a total newbie do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me offer some context about my career and how it connects to. As a freelance reporter, I’ve worked with numerous customers, managed numerous jobs at the same time, and kept an extensive network of contacts. Balancing these obligations can be frustrating, and I recognized the need for a centralized system to simplify my operations.
In my quest for a solution, I checked out various 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 freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly incorporates with Gmail, making it perfect for freelance journalists who greatly rely on e-mail interaction. Here are some key benefits of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Company:.
enables you to track and organize your e-mails easily, giving you a clear introduction of your interactions with clients, leads, and collaborators.
You can produce personalized pipelines directly within your inbox, making it simple to keep an eye on the progress and manage of your projects and jobs.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to envision and handle your sales process from list building to job completion.
You can categorize contacts, produce custom-made stages, set reminders, and track interactions, making sure that no opportunity slips through the fractures.
Seamless Cooperation and Team Effort:.
helps with cooperation by allowing you to share pipelines and interact with team members within the platform.
You can designate jobs, share crucial e-mails, and collaborate in real-time, improving efficiency and ensuring everyone stays on the very same page.
‘s versatile workflow system enables you to customize your pipelines and automate repeated tasks.
You can develop design templates for typical e-mail responses, schedule follow-ups, and established tips, conserving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, offers benefits in terms of coding and software application advancement. Here’s how:.
provides a robust API and comprehensive designer paperwork, making it simple to integrate with other tools and construct custom solutions.
This versatility permits self-employed reporters with coding skills to extend the performance of and customize it to their particular needs.
Task Management for Software Advancement:.
‘s pipeline feature can be adapted to manage software advancement projects, from ideation to release.
You can produce customized phases for various advancement phases, designate jobs to team members, and track progress effectively.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive interface and easy-to-use features, reducing the discovering curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collective features that boost teamwork and interaction.
Developer-friendly API for integration and modification.
Cost-effective option for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation features.
Reliance on Gmail for full performance, restricting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While deals considerable benefits for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more economical option, specifically for freelancers and small companies.
HubSpot has a free version, however advanced functions need a higher-tier paid subscription.
Features and Intricacy:.
offers a more thorough suite of features, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, using a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s smooth combination with Gmail is advantageous for users greatly reliant on e-mail communication.
As an independent journalist, managing your hiring process and customer relationships is critical to your success. deals a user-friendly and inexpensive service that perfectly integrates with Gmail, allowing you to enhance your operations and focus on your craft. While it might not have the advanced functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a material, editor, or author creator, 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.