As a skilled freelance reporter, I comprehend the challenges of handling projects, tracking leads, and nurturing client relationships. In this article, I will dig into the benefits of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for beginners hey guys invite back in this video I will be showing you how to utilize Streak Crm Starter for your client relations collaboration communication and far more so let’s enter it to start with you need to go to streak.com and you will arrive on this website right here now is a kind of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is really fantastic and I’ll show you how to do that as a complete beginner it will help you customize a perfect process for your team and you will be able to get your work done now let’s really enter into the process now is available as an extension and it’s completely complimentary so once you get to the site you’ll get this choice 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 added okay 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 merely sign in make certain 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 just scroll down and click enable after adding this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting just recently viewed all tracked emails and upgraded reply and after that 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 merges so you can see this is like our new control panel for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go produce a new pipeline let’s in fact 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 choose these stages for your pipeline and you can actually we have a lead gotten in touch with pitched demonstration negotiating 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 top priority market offer size company size close rate email thread count days and state and notes so if you want to include another phase you will click this Plus on top and you will give your phase a name let’s say that you really wanted to develop another um you understand phase here for instance let’s state I didn’t have no strings so I can develop right here.
and you can give it your color so we can really choose different colors for each of the stages but I believe all of these are really currently created so this is in fact quite remarkable what I will do is I will really get rid of this one and if you feel like there is um I think pitched and demonstration are type of like the exact same thing we just choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s get rid of the demo here and then we have negotiating with negotiating I can opt for 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 different fields that you want so you will click on this plus here and we have free type a date check box fall General e-mail e-mail tracking task calls and conferences so I don’t 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 opt for this one here this is the field that was really missing out on and I’ll actually rearrange and put the notes here okay e-mail thread count close date fine company’s size deal size and Business size all right let’s get rid of the business size and I’m gon na really discover something else within the general where we have developed by date produced followers and more so I actually wish to opt for the developed.
by or possibly the followers due to the fact that I want to keep an eye on 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 available within streak is actually one of the easiest and among the most uh you know flexible out there it’s very easy to use with templates we have jobs too within my project again if I didn’t want to go for these sales if I made with projects then I can choose the task phases right here and again the fields the process is going to be comparable you will choose these phases from here on this plus button here and you can also offer it various various colors we likewise have business Dev here you can see then we have working with so if you do hiring then this is going to be your stages task search investor fundraising others real estate assistance and custom-made So within our assistance you can see we have actually incoming designated dealing with resolved and sound this is really pretty good and we also have custom-made where I can really start something from the scratch totally according to my company for me we merely have the sales so I’m gon na go with the sales here and click produce 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 on produce now it will simply take a second for a street to produce a pipeline for me so you can see this really looks respectable now I will be able to add my Lead Series so you can really click this drop down and we have manage phase or rename so as I proceed as I add various leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click on the top here add a box so click on ADD box here and I’m going to add a box in the lead section here and let’s simply call it brand-new and click go into 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 new I’m going to include another lead let’s call it new 2 we can in fact open this up in a new tab from here too but I’m just for now I’m just gon na work by doing this now you can see we have two leads then let’s say there was a gotten in touch with as well there’s one working out so I’ll just merely click on new now once you create a lead we can really click here and it will now open 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 developed remember and then we have invite colleagues so from here I can welcome the team members we have add columns we have emails files and remarks you can change 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 remarks at the top here 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 when you’re finished with this you can in fact click on get in and it will be closed now it will show 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 contacted 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 perform bulk actions such as erasing and sharing as well uh another thing with srix at the top you will be able to see we have personal alternative we have these three dots where we can discover these stages Integrations and automation this is among the crucial ones click on this link and you’ll be able to in fact incorporate um other apps within yourr transfer data for notifications for automations custom-made constructs and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely quickly and develop our CSV files likewise now I can switch to my various folders that we have here and I can develop a brand-new pipeline we can switch to our easy 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 produced we will even have our merge e-mails now with our so this is the combine e-mail and with combine email what occurs is I can actually develop a follow-up e-mails and different storage emails here and we have active advises so using is actually easy you can get started totally free by simply including the integration and now you understand how to use as a total newbie do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me offer some context about my profession and how it relates to. As a self-employed journalist, I have actually worked with numerous clients, handled multiple projects at the same time, and maintained a comprehensive network of contacts. Juggling these duties can be overwhelming, and I acknowledged the requirement for a centralized system to enhance my operations.
In my mission for a solution, I checked out different platforms however found them to be either too costly or too complicated for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly incorporates with Gmail, making it ideal for independent reporters who heavily rely on email communication. Here are some essential advantages of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Organization:.
enables you to track and organize your emails easily, providing you a clear overview of your communications with customers, leads, and collaborators.
You can create personalized pipelines directly within your inbox, making it simple to monitor the development and manage of your projects and jobs.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and manage your sales procedure from list building to job completion.
You can classify contacts, develop custom phases, set pointers, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Collaboration and Teamwork:.
facilitates partnership by enabling you to share pipelines and communicate with staff member within the platform.
You can appoint tasks, share crucial emails, and work together in real-time, improving performance and making sure everyone stays on the very same page.
‘s versatile workflow system allows you to tailor your pipelines and automate repetitive tasks.
You can develop templates for common email responses, schedule follow-ups, and set up suggestions, conserving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, provides benefits in terms of coding and software application development. Here’s how:.
provides a robust API and substantial developer documents, making it simple to integrate with other tools and develop custom solutions.
This flexibility allows freelance journalists with coding abilities to extend the performance of and customize it to their particular requirements.
Task Management for Software Application Development:.
‘s pipeline feature can be adjusted to manage software application advancement tasks, from ideation to implementation.
You can create custom-made stages for various advancement stages, designate jobs to staff member, and track development efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
User-friendly user interface and user friendly functions, reducing the finding out curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collective features that improve teamwork and interaction.
Developer-friendly API for integration and modification.
Economical option for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Reliance on Gmail for full performance, restricting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While deals significant benefits for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more budget friendly solution, especially for freelancers and small companies.
HubSpot has a free variation, but advanced functions require a higher-tier paid subscription.
Functions and Intricacy:.
provides a more detailed suite of functions, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and incorporate with different third-party tools.
‘s seamless combination with Gmail is beneficial for users greatly reliant on email communication.
As an independent journalist, managing your hiring process and customer relationships is vital to your success. deals a inexpensive and user-friendly solution that seamlessly integrates with Gmail, enabling you to improve your operations and concentrate on your craft. While it might not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re an editor, author, or content developer, can empower you to take control of your freelance journalism profession by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.