As a seasoned freelance reporter, I understand the challenges of managing projects, tracking leads, and supporting customer relationships. In this post, I will delve into the benefits of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for novices hey men welcome back in this video I will be showing you how to utilize Streak Crm Outlook Mac for your client relations cooperation interaction and far more so let’s get into it firstly you need to go to streak.com and you will arrive on this site right here now is a kind 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 truly fantastic and I’ll reveal you how to do that as a total beginner it will help you customize a perfect procedure for your group and you will be able to get your work done now let’s really enter the procedure now is readily available as an extension and it’s completely totally free so as soon as you get to the website you’ll get this choice 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 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 simply check in make sure to sign.
into the exact same Gmail that you have actually included the uh you know streak to now it will ask you for your gain access to 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 know folders we are getting just recently seen all tracked e-mails and upgraded reply and then we have this new option 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 resembles our new control panel for here I’ll be able 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 produce a brand-new pipeline let’s actually do that you will click new pipeline here and we have various choices firstly we have the stages so this is where you will select these stages for your pipeline and you can in fact we have a lead called pitched demo working out close phone closed uh you know then we have nurturing okay 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 company size close rate email thread count days and state and notes so if you wish to add another stage you will click on this Plus on top and you will offer your phase a name let’s say that you actually wanted to create 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 offer it your color so we can actually choose different colors for each of the stages however I think all of these are actually already produced so this is in fact quite 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 exact same thing we just opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s eliminate the demonstration 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 phases then I will scroll down to the fields here with each pipeline what are the different fields that you want so you will click this plus here and we have free type a date check box fall General email email 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 opt for this one here this is the field that was actually missing out on and I’ll in fact rearrange and put the notes here okay e-mail thread count close date alright business’s size deal size and Business size all right let’s eliminate the company size and I’m gon na in fact discover something else within the general where we have created by date developed followers and more so I really want to go for the developed.
by or possibly the fans due to the fact that I want to keep track of my employee that are actually following this so I will you know put it right here now these are the a few of the fields that I desired for my pipeline now you can see there are a great deal of alternatives available within streak is really among the easiest and one of the most uh you understand versatile out there it’s really easy to use with design templates we have projects too within my project again if I didn’t want to choose these sales if I made with projects then I can go with the task stages 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 provide it different various colors we also have company Dev here you can see then we have working with so if you do employing then this is going to be your phases job search investor fundraising others real estate assistance and custom So within our support you can see we have incoming assigned working on solved and sound this is actually respectable and we likewise have custom where I can really start something from the scratch absolutely according to my business for me we just have the sales so I’m gon na go with the sales here and click on create private or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click create now it will just take a second for a street to produce a pipeline for me so you can see this in fact looks pretty good now I will have the ability to add my Lead Series so you can in fact click this drop down and we have manage stage or rename so as I continue as I add different leads here what I I will do is I’ll just simply 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 include a box in the lead area here and let’s simply call it new and click on enter so now you can see we have one lead created let’s state that there is in fact closed one so I’m going to add one here let’s just for now let’s call it brand-new I’m going to add another lead let’s call it brand-new two we can actually open this up in a brand-new tab from here too however I’m just for now I’m simply 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 also there’s one working out so I’ll just merely click brand-new now as soon as you produce a lead we can in fact click here and it will now open the different fields that we added so this is a new Elite that I produced and we have all of these various columns we have the fields that we developed remember and after that we have welcome colleagues so from here I can invite the team members we have add columns we have emails files and remarks you can switch to the e-mails and it will show you the emails 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.
attachments so this is how you develop a lead within your as soon as you’re made 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 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 select various leads from here the stages and we can carry out bulk actions such as deleting and sharing too uh one more thing with srix on top you will have the ability to see we have personal option we have these three dots where we can find these phases Combinations and automation this is among the crucial ones click here and you’ll have the ability to in fact integrate um other apps within yourr transfer data for notifications for automations custom builds and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they very easily and create our CSV files similarly now I can switch to my various folders that we have here and I can develop a new pipeline we can change to our basic Gmail very easily from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have actually produced we will even have our merge emails now with our so this is the combine email and with combine e-mail what happens is I can in fact develop a follow-up e-mails and various storage e-mails here and we have active instructs so utilizing is actually simple you can begin for free by just including the integration and now you know how to utilize as a complete novice do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me offer some context about my profession and how it associates with. As an independent reporter, I have actually dealt with numerous clients, handled numerous projects simultaneously, and kept a comprehensive network of contacts. Balancing these duties can be frustrating, and I acknowledged the need for a centralized system to streamline my operations.
In my mission for an option, I explored different platforms but found them to be either too pricey or too intricate 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 effortlessly integrates with Gmail, making it ideal for independent journalists who heavily depend on e-mail interaction. Here are some essential advantages of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Organization:.
allows you to track and arrange your emails easily, providing you a clear summary of your interactions with customers, leads, and collaborators.
You can produce customizable pipelines directly within your inbox, making it easy to monitor the progress and handle of your tasks and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to picture and manage your sales procedure from lead generation to job completion.
You can categorize contacts, produce customized phases, set pointers, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Collaboration and Team Effort:.
facilitates collaboration by enabling you to share pipelines and communicate with staff member within the platform.
You can assign tasks, share important emails, and collaborate in real-time, enhancing performance and guaranteeing everyone stays on the exact same page.
Customizable Workflows:.
‘s flexible workflow system allows you to personalize your pipelines and automate repeated jobs.
You can develop design templates for common e-mail actions, schedule follow-ups, and set up tips, conserving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, offers advantages in regards to coding and software development. Here’s how:.
Developer-Friendly Integration:.
provides a robust API and substantial designer documentation, making it simple to incorporate with other tools and build custom-made options.
This flexibility allows independent reporters with coding abilities to extend the performance of and tailor it to their particular requirements.
Job Management for Software Application Advancement:.
‘s pipeline function can be adapted to manage software advancement tasks, from ideation to release.
You can develop custom-made stages for various advancement stages, appoint jobs to staff member, and track development efficiently.
Benefits and drawbacks of
Pros:.
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and user friendly functions, lessening the finding out curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collaborative functions that boost team effort and interaction.
Developer-friendly API for combination and modification.
Affordable solution for freelancers and small businesses.
Cons:.
Limited reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation functions.
Reliance on Gmail for full functionality, limiting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
Cost:.
provides a more affordable solution, particularly for freelancers and small businesses.
HubSpot has a totally free version, however advanced features need a higher-tier paid subscription.
Features and Complexity:.
supplies a more comprehensive suite of functions, consisting of innovative marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Combination:.
Both and integrate with numerous third-party tools.
‘s seamless integration with Gmail is beneficial for users greatly reliant on e-mail interaction.
Conclusion:.
As a freelance reporter, handling your hiring procedure and client relationships is critical to your success. deals a cost effective and user-friendly solution that effortlessly integrates with Gmail, enabling you to streamline your operations and concentrate 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 reporters.
Whether you’re a content, editor, or writer 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.