As a seasoned freelance reporter, I understand the obstacles of managing projects, tracking leads, and nurturing customer relationships. In this article, I will dig into the advantages of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for novices hey people invite back in this video I will be revealing you how to utilize Streak Crm Outlook Plugin for your client relations partnership communication and much more so let’s enter into it firstly you require to go to streak.com and you will land on this website right here now is a type 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 incredible and I’ll reveal you how to do that as a total beginner it will assist you tailor a best procedure for your team and you will have the ability to get your work done now let’s in fact get into the procedure now is readily available as an extension and it’s totally complimentary so when you get to the site you’ll get this choice here which is add 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 on add to Chrome click on ADD extension and your extension will be added all right it’s done and now it is contributing 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 simply check in ensure to sign.
into the exact same Gmail that you have 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 on allow after adding this is what your Gmail will look like now you can see here in our basic you understand folders we are getting just recently viewed all tracked e-mails and upgraded reply and then 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 resembles our brand-new dashboard for here I’ll be able to develop 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 create a new pipeline let’s really do that you will click new pipeline here and we have various alternatives firstly we have the stages so this is where you will select these phases for your pipeline and you can really we have actually a lead contacted pitched demo working out close phone closed uh you understand then we have nurturing fine then we have Fields so in fields we have a date of last email last e-mail from lead Source priority industry offer size company size close rate email thread count days and state and notes so if you want to include another stage you will click this Plus on top and you will provide your stage a name let’s say that you in fact wanted to produce another um you understand phase here for example let’s say I didn’t have no strings so I can develop right here.
and you can give it your color so we can really pick different colors for each of the stages however I think all of these are in fact currently produced so this is really quite remarkable what I will do is I will in fact eliminate this one and if you feel like there is um I believe pitched and demonstration are type 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 in fact let’s eliminate the demonstration here and after that 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 fall General e-mail e-mail tracking job calls and meetings 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 actually missing and I’ll actually reorganize and put the notes here all right email thread count close date all right business’s size deal size and Business size all right let’s get rid of the company size and I’m gon na really find something else within the general where we have developed by date created followers and more so I actually want to opt for the created.
by or maybe the fans because I wish to keep track of my employee that are actually following this so I will you know 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 lot of options readily available within streak is in fact among the most convenient and one of the most uh you understand versatile out there it’s extremely easy to use with templates we have tasks too within my project once again if I didn’t want to opt for these sales if I made with jobs then I can opt for the task phases right here and again the fields the process is going to be comparable you will select these stages from here on this plus button here and you can likewise offer it various different colors we also have service Dev here you can see then we have employing so if you do employing 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 inbound designated dealing with solved and noise this is in fact respectable and we also have custom where I can really start something from the scratch absolutely according to my service for me we merely have the sales so I’m gon na choose the sales here and click develop private or.
shared so I will be sharing this with a staff member so I’m going to opt for the shared one here and click create now it will simply take a 2nd for a street to produce a pipeline for me so you can see this really looks respectable now I will have the ability to add my Lead Series so you can really click this fall and we have manage stage or rename so as I proceed as I add different leads here what I I will do is I’ll just simply click and I’ll be able to include it click on 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 on get in so now you can see we have actually one lead developed let’s say that there is actually 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 but I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s state there was a gotten in touch with too there’s one working out so I’ll just simply click on brand-new now as soon as you develop a lead we can really click on this link and it will now open up the different fields that we included so this is a brand-new Elite that I developed and we have all of these various columns we have the fields that we created keep in mind and then we have invite colleagues so from here I can welcome the staff member we have add columns we have emails files and comments you can change to the e-mails and it will reveal you the emails that you got in files we can even upload files and after that we have the remarks at the top here again we have the call log we have our meeting notes and we even have our.
accessories so this is how you produce a lead within your once you’re finished with this you can actually click enter and it will be closed now it will reveal you something like this we have all of our data collected 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 as well uh one more thing with srix at the top you will be able to see we have private choice we have these 3 dots where we can find these phases Integrations and automation this is one of the important ones click on this link and you’ll be able to in fact incorporate um other apps within yourr transfer information for notices for automations customized builds and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they really easily and develop our CSV files likewise now I can switch to my different folders that we have here and I can produce a new pipeline we can change to our basic Gmail very quickly from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have created we will even have our combine e-mails now with our so this is the combine email and with merge e-mail what takes place is I can in fact create a follow-up emails and various storage e-mails here and we have active advises so using is really simple you can begin totally free by just adding the combination and now you know how to utilize as a complete novice do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me supply some context about my career and how it relates to. As an independent journalist, I’ve worked with various customers, managed several tasks all at once, and preserved a substantial network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the requirement for a centralized system to enhance my operations.
In my quest for an option, I explored numerous platforms but found them to be either too pricey or too complex for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly integrates with Gmail, making it perfect for self-employed journalists who heavily rely on email communication. Here are some key benefits of using for your freelance journalism working with process:.
Intuitive Email Tracking and Company:.
permits you to track and arrange your e-mails effortlessly, giving you a clear summary of your communications with customers, leads, and collaborators.
You can produce customizable pipelines directly within your inbox, making it simple to handle and keep track of the progress of your assignments and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to imagine and handle your sales process from list building to job completion.
You can classify contacts, develop custom phases, set suggestions, and track interactions, making sure that no chance slips through the cracks.
Seamless Partnership and Team Effort:.
facilitates partnership by allowing you to share pipelines and communicate with team members within the platform.
You can appoint tasks, share important emails, and work together in real-time, boosting productivity and guaranteeing everybody remains on the same page.
‘s flexible workflow system allows you to tailor your pipelines and automate recurring tasks.
You can produce design templates for typical e-mail responses, schedule follow-ups, and set up tips, saving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, provides benefits in terms of coding and software application development. Here’s how:.
offers a robust API and extensive developer paperwork, making it simple to integrate with other tools and construct custom services.
This flexibility enables freelance reporters with coding skills to extend the functionality of and tailor it to their particular requirements.
Project Management for Software Advancement:.
‘s pipeline function can be adjusted to handle software application advancement jobs, from ideation to release.
You can produce custom-made phases for various development stages, appoint jobs to team members, and track progress efficiently.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and easy-to-use functions, lessening the discovering curve.
Personalized pipelines and workflows to adapt to private requirements.
Collaborative functions that improve teamwork and communication.
Developer-friendly API for integration and personalization.
Cost-efficient option for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation features.
Reliance on Gmail for full functionality, limiting compatibility with other email providers.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more budget friendly service, particularly for freelancers and small businesses.
HubSpot has a totally free version, however advanced features require a higher-tier paid membership.
Features and Intricacy:.
provides a more detailed suite of functions, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Both and incorporate with different third-party tools.
‘s seamless integration with Gmail is useful for users heavily reliant on email interaction.
As a freelance journalist, handling your hiring process and client relationships is critical to your success. deals a intuitive and economical service that perfectly integrates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it may not have the advanced features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a writer, material, or editor developer, can empower you to take control of your freelance journalism career by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.