As a seasoned freelance reporter, I understand the challenges of managing tasks, tracking leads, and supporting customer relationships. In this short article, I will dig into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for beginners hey people welcome back in this video I will be showing you how to utilize Streak Crm Task Queue for your client relations collaboration communication and a lot more so let’s get into it first off you require to go to streak.com and you will arrive on this site right here now is a type of CRM that we can add to our simple Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is actually amazing and I’ll reveal you how to do that as a complete novice it will assist you customize an ideal procedure for your group and you will be able to get your work done now let’s really enter the procedure now is available 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 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 fine it’s done and now it is adding 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 just check in make certain 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 just scroll down and click on allow after adding this is what your Gmail will appear like now you can see here in our simple you know folders we are getting recently viewed all tracked emails and upgraded reply and after that we have this 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 combines so you can see this is like our new dashboard for here I’ll be able to produce a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go produce a new pipeline let’s in fact do that you will click on brand-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 really we have actually a lead gotten in touch with pitched demonstration working out close phone closed uh you understand 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 concern industry offer size company size close rate e-mail thread count days and state and notes so if you want to include another stage you will click on this Plus at the top and you will offer your stage a name let’s state that you actually wanted to produce another um you know phase here for example let’s state I didn’t have no strings so I can produce right here.
and you can give it your color so we can really select different colors for each of the stages however I think all of these are really currently produced so this is in fact quite outstanding what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demonstration are kind of like the exact same thing we simply choose the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s get rid of 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 kind a date check box fall General email email tracking job calls and conferences so I do not 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 choose this one here this is the field that was in fact missing out on and I’ll actually reorganize and put the notes here alright e-mail thread count close date fine company’s size deal size and Business size okay let’s eliminate the company size and I’m gon na really find something else within the basic where we have produced by date developed fans and more so I really want to choose the developed.
by or maybe the followers because I wish to keep track of my team members 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 wanted for my pipeline now you can see there are a lot of options readily 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 once again if I didn’t wish to go for these sales if I made with tasks then I can opt for the job phases right here and once again the fields the process is going to be similar you will choose these stages from here on this plus button here and you can likewise provide it different various 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 task search investor fundraising others real estate support and custom So within our support you can see we have incoming assigned dealing with fixed and noise this is really respectable and we likewise have custom where I can really start something from the scratch absolutely according to my business for me we simply 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 team member so I’m going to opt for the shared one here and click develop now it will just take a second for a street to develop 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 actually click this fall and we have handle phase or relabel so as I continue as I include various leads here what I I will do is I’ll just simply click and I’ll be able to include it click the top here include a box so click ADD box here and I’m going to add a box in the lead area here and let’s just call it brand-new and click on enter so now you can see we have 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 new 2 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 in this manner now you can see we have two leads then let’s say there was a contacted as well there’s one negotiating so I’ll just merely click brand-new now when you create a lead we can actually click on this link and it will now open up the various 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 produced remember and after that we have invite teammates so from here I can welcome the team members we have include columns we have emails files and comments 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 then we have the comments at the top here again we have the call log we have our conference notes and we even have our.
attachments so this is how you create a lead within your once you’re done 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 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 perform bulk actions such as deleting and sharing also uh one more thing with srix on top you will have the ability to see we have personal alternative we have these three dots where we can discover these stages Integrations and automation this is one of the essential ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer information for alerts for automations custom-made builds and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they very quickly and develop our CSV files likewise now I can switch to my various folders that we have here and I can produce a brand-new pipeline we can change to our simple Gmail very easily from here and it will also reveal me the emails that I will be receiving for my pipelines that I have actually developed we will even have our merge e-mails now with our so this is the merge email and with merge e-mail what occurs is I can really create a follow-up emails and different storage emails here and we have active instructs so using is actually easy you can begin totally free by just adding the integration and now you know 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 provide some context about my career and how it connects to. As an independent journalist, I’ve dealt with numerous customers, handled several projects simultaneously, and maintained a comprehensive network of contacts. Balancing these responsibilities can be overwhelming, and I recognized the requirement for a centralized system to simplify my operations.
In my quest for a service, I explored different platforms but discovered them to be either too complex or too costly for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly incorporates with Gmail, making it ideal for self-employed reporters who greatly depend on email communication. Here are some key benefits of using for your freelance journalism employing process:.
User-friendly Email Tracking and Company:.
enables you to track and organize your emails easily, offering you a clear introduction of your interactions with customers, leads, and collaborators.
You can develop adjustable pipelines straight within your inbox, making it simple to manage and monitor the progress of your tasks and jobs.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to visualize and handle your sales process from list building to task completion.
You can categorize contacts, produce customized phases, set suggestions, and track interactions, making sure that no chance slips through the cracks.
Seamless Cooperation and Team Effort:.
facilitates partnership by allowing you to share pipelines and interact with employee within the platform.
You can designate jobs, share important e-mails, and work together in real-time, improving efficiency and making sure everybody remains on the exact same page.
‘s versatile workflow system enables you to tailor your pipelines and automate repeated tasks.
You can produce design templates for typical email responses, schedule follow-ups, and established reminders, saving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, provides benefits in terms of coding and software advancement. Here’s how:.
provides a robust API and substantial designer documentation, making it simple to incorporate with other tools and build custom-made services.
This versatility allows freelance reporters with coding skills to extend the functionality of and tailor it to their particular requirements.
Job Management for Software Development:.
‘s pipeline feature can be adjusted to handle software advancement tasks, from ideation to deployment.
You can create custom-made phases for various development phases, appoint jobs to staff member, and track progress effectively.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and user friendly features, reducing the learning curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collaborative features that boost teamwork and interaction.
Developer-friendly API for combination and personalization.
Affordable service for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation functions.
Dependence on Gmail for full functionality, restricting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While deals substantial advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more inexpensive solution, specifically for freelancers and small businesses.
HubSpot has a complimentary version, but advanced functions need a higher-tier paid membership.
Functions and Complexity:.
offers a more comprehensive suite of functions, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and integrate with numerous third-party tools.
‘s seamless integration with Gmail is helpful for users greatly reliant on email interaction.
As a self-employed journalist, managing your hiring process and client relationships is paramount to your success. deals a user-friendly and budget-friendly solution that effortlessly incorporates with Gmail, allowing you to streamline your operations and focus on your craft. While it might not have the innovative features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a writer, material, or editor creator, can empower you to take control of your freelance journalism career by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.