As a skilled freelance reporter, I comprehend the difficulties of managing projects, tracking leads, and supporting customer relationships. In this article, I will dig into the advantages of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for novices hey guys welcome back in this video I will be revealing you how to utilize Streak Crm Products for your client relations collaboration communication and far more so let’s enter it first off you require to go to streak.com and you will arrive on this website right here now is a sort of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is actually amazing and I’ll show you how to do that as a complete novice it will help you customize a best procedure for your group and you will have the ability to get your work done now let’s actually get into the procedure now is offered as an extension and it’s totally free so when you get to the site you’ll get this alternative 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 all right 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 merely sign in make sure to sign.
into the exact same Gmail that you have actually added the uh you understand streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click on enable after including this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting just recently viewed all tracked emails and upgraded reply and then we have this new alternative which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this is like our brand-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 employing so this is where we’ll go develop a new pipeline let’s in fact do that you will click new pipeline here and we have various options to start with we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have actually a lead called pitched demo negotiating close phone closed uh you know then we have nurturing all right then we have Fields so in fields we have a date of last e-mail last email from lead Source priority market offer size company size close rate e-mail thread count days and state and keeps in mind so if you want to include another phase you will click on this Plus at the top and you will offer your phase a name let’s state that you really wished to produce another um you know phase here for example 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 in fact pick different colors for each of the stages however I believe all of these are actually already developed so this is actually quite excellent what I will do is I will really get rid of this one and if you feel like there is um I believe pitched and demonstration are kind of like the exact same thing we just go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s eliminate the demo here and then we have working out with negotiating I can opt for 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 want so you will click on this plus here and we have complimentary form a date check box drop down General email e-mail tracking task 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 really missing and I’ll actually reorganize and put the notes here all right email thread count close date fine business’s size offer size and Business size okay let’s get rid of the business size and I’m gon na actually find something else within the general where we have actually developed by date produced followers and more so I in fact wish to opt for the developed.
by or maybe the followers because I wish to track my team members that are actually 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 great deal of choices available within streak is in fact among the easiest and among the most uh you understand versatile out there it’s very easy to use with templates we have tasks too within my task again if I didn’t want to go for these sales if I finished with projects then I can opt for the job stages right here and again the fields the process is going to be similar you will select these stages from here on this plus button here and you can also give it various different colors we likewise have organization Dev here you can see then we have employing so if you do employing then this is going to be your stages job search investor fundraising others property support and customized So within our support you can see we have actually incoming designated working on resolved and noise this is actually respectable and we likewise have customized where I can actually start something from the scratch absolutely according to my company for me we merely have the sales so I’m gon na choose the sales here and click create personal 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 produce now it will just take a 2nd 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 really click this drop down 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 simply click and I’ll be able to include it click on 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 brand-new and click on go into so now you can see we have actually one lead produced let’s state that there is in fact 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 2 we can actually open this up in a brand-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 two leads then let’s state there was a called too there’s one negotiating so I’ll just merely click brand-new now as soon as you create a lead we can actually click here and it will now open up the different fields that we included so this is a new Elite that I produced and we have all of these different columns we have the fields that we created remember and after that we have welcome colleagues so from here I can invite the team members we have add columns we have e-mails files and comments you can switch to the e-mails and it will show you the e-mails that you got in files we can even publish files and after that we have the comments 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 made with this you can really click on get in 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 2 leads one called and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can perform bulk actions such as deleting and sharing also uh another thing with srix at the top you will be able to see we have private choice we have these three dots where we can find these stages Combinations and automation this is one of the crucial ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer information for notifications for automations custom builds and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and develop our CSV files similarly now I can switch to my various folders that we have here and I can produce a new pipeline we can change to our simple Gmail really easily from here and it will also 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 e-mail and with merge e-mail what happens is I can in fact create a follow-up e-mails and various storage emails here and we have active advises so using is really easy you can start totally free by just including the combination and now you understand how to utilize as a total newbie don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me offer some context about my career and how it relates to. As a self-employed reporter, I’ve dealt with numerous customers, managed numerous jobs concurrently, and maintained an extensive network of contacts. Juggling these responsibilities can be frustrating, and I recognized the need for a central system to improve my operations.
In my quest for a service, I checked out numerous platforms but found them to be either too pricey or too complicated for my freelance setup. That’s when I discovered, 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 greatly depend on email communication. Here are some key benefits of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Company:.
allows you to track and arrange your e-mails effortlessly, providing you a clear overview of your communications with clients, leads, and collaborators.
You can create adjustable pipelines straight within your inbox, making it easy to keep track of the development and handle of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and manage your sales procedure from list building to project completion.
You can categorize contacts, produce customized stages, set suggestions, and track interactions, making sure that no opportunity slips through the cracks.
Seamless Cooperation and Teamwork:.
facilitates partnership by enabling you to share pipelines and communicate with employee within the platform.
You can appoint jobs, share essential emails, and collaborate in real-time, improving performance and making sure everybody stays on the exact same page.
‘s versatile workflow system enables you to tailor your pipelines and automate repetitive jobs.
You can develop design templates for common e-mail reactions, schedule follow-ups, and set up tips, conserving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, offers advantages in regards to coding and software application development. Here’s how:.
provides a robust API and extensive designer documentation, making it simple to integrate with other tools and construct custom-made options.
This flexibility enables freelance reporters with coding abilities to extend the performance of and customize it to their specific needs.
Job Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to manage software application development projects, from ideation to deployment.
You can develop customized stages for different advancement phases, assign jobs to team members, and track progress effectively.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive user interface and easy-to-use features, minimizing the finding out curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collaborative functions that enhance team effort and interaction.
Developer-friendly API for combination and customization.
Economical option for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for full functionality, restricting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While offers substantial benefits for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more budget friendly solution, specifically for freelancers and small businesses.
HubSpot has a complimentary version, however advanced functions require a higher-tier paid subscription.
Features and Intricacy:.
offers a more thorough suite of features, including innovative marketing automation and analytics.
concentrates on simplicity and ease of use, providing a structured experience.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is helpful for users heavily reliant on e-mail communication.
As an independent journalist, managing your hiring process and customer relationships is vital to your success. offers a instinctive and budget-friendly option that effortlessly incorporates with Gmail, allowing you to streamline your operations and focus on your craft. While it may not have the advanced features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a author, editor, or content creator, can empower you to take control of your freelance journalism profession by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.