As a skilled freelance reporter, I understand the challenges of handling tasks, tracking leads, and nurturing client relationships. In this short article, I will dig into the advantages of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for newbies hey men welcome back in this video I will be revealing you how to use Streak Freemium Crm Email for your consumer relations collaboration interaction and a lot more so let’s enter into it to start with you need to go to streak.com and you will arrive at this website right here now is a type of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is truly incredible and I’ll reveal you how to do that as a total novice it will assist you customize a best process for your group and you will be able to get your work done now let’s actually enter the process now is offered as an extension and it’s entirely complimentary so as soon as you get to the website you’ll get this alternative here which is add 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 ADD extension and your extension will be added all right it’s done and now it is adding 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 same Gmail that you have included the uh you know streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click on allow after including this is what your Gmail will look like now you can see here in our basic you know folders we are getting recently viewed all tracked emails and updated reply and after that 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 merges so you can see this resembles our new dashboard for here I’ll have the ability to produce a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go create a new pipeline let’s in fact do that you will click on brand-new pipeline here and we have various choices 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 a lead called pitched demonstration working out close phone closed uh you understand then we have supporting alright then we have Fields so in fields we have a date of last email last email from lead Source top priority market offer size business size close rate email thread count days and state and notes so if you wish to include another stage you will click on this Plus at the top and you will give your stage a name let’s say that you really wanted to develop another um you know stage here for instance let’s say I didn’t have no strings so I can produce right here.
and you can provide 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 really quite impressive what I will do is I will actually eliminate this one and if you seem like there is um I think pitched and demonstration are sort of like the very same thing we simply opt for 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 demonstration 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 this plus here and we have complimentary kind a date check box drop down General email e-mail tracking task calls and meetings 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 go with this one here this is the field that was really missing and I’ll actually rearrange and put the notes here alright email thread count close date alright company’s size offer 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 developed by date produced fans and more so I really wish to opt for the produced.
by or perhaps the followers due to the fact that I want 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 desired for my pipeline now you can see there are a great deal of choices offered within streak is actually among the simplest and among the most uh you understand flexible out there it’s really easy to use with templates we have tasks too within my project again if I didn’t wish to choose these sales if I did with jobs then I can go with the project stages right here and once again the fields the process is going to be comparable you will choose these stages from here on this plus button here and you can likewise provide it different various colors we likewise have business Dev here you can see then we have working with so if you do working with then this is going to be your stages task search investor fundraising others realty assistance and custom-made So within our assistance you can see we have incoming designated working on solved and noise this is really respectable and we also have custom-made where I can really start something from the scratch totally according to my service for me we just have the sales so I’m gon na go with the sales here and click on develop personal or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click on produce 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 be able to add my Lead Series so you can in fact click on this fall and we have handle phase or relabel so as I proceed as I add different leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click on the top here include 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 new and click enter so now you can see we have one lead developed let’s state 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 two we can in fact open this up in a brand-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 state there was a gotten in touch with too there’s one negotiating so I’ll just merely click brand-new now when you develop a lead we can actually click here and it will now open up the various fields that we added so this is a brand-new Elite that I developed and we have all of these different columns we have the fields that we developed keep in mind and then we have welcome colleagues so from here I can welcome the staff member we have add columns we have e-mails files and comments you can change to the emails and it will show you the e-mails that you got in files we can even submit files and then 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.
accessories so this is how you create a lead within your when you’re finished with this you can actually click on go into and it will be closed now it will show 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 gotten in touch with 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 carry out bulk actions such as deleting and sharing also uh one more thing with srix at the top you will be able to see we have private option we have these 3 dots where we can discover these phases Integrations and automation this is one of the crucial ones click here and you’ll be able to in fact incorporate um other apps within yourr transfer data for alerts for automations custom constructs and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they really quickly and create 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 change to our basic Gmail extremely easily from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have actually produced we will even have our combine emails now with our so this is the combine e-mail and with merge email what occurs is I can in fact produce a follow-up e-mails and different storage e-mails here and we have active instructs so utilizing is actually easy you can get started free of charge by simply including the combination and now you know how to utilize as a complete newbie don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me provide some context about my career and how it connects to. As a freelance reporter, I have actually dealt with various clients, handled several tasks at the same time, and maintained a substantial network of contacts. Balancing these obligations can be frustrating, and I acknowledged the requirement for a centralized system to streamline my operations.
In my mission for a solution, I checked out different platforms however discovered them to be either too pricey or too intricate 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 effortlessly incorporates with Gmail, making it ideal for independent reporters who greatly rely on e-mail interaction. Here are some essential benefits of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Organization:.
enables you to track and organize your emails effortlessly, offering you a clear summary of your communications with clients, leads, and collaborators.
You can create adjustable pipelines straight within your inbox, making it simple to keep track of the progress and handle of your assignments and jobs.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to imagine and manage your sales procedure from lead generation to task conclusion.
You can categorize contacts, produce custom-made stages, set suggestions, and track interactions, ensuring that no opportunity slips through the cracks.
Smooth Partnership and Teamwork:.
assists in cooperation by enabling you to share pipelines and communicate with team members within the platform.
You can designate jobs, share crucial emails, and work together in real-time, improving productivity and guaranteeing everybody stays on the exact same page.
‘s versatile workflow system enables you to tailor your pipelines and automate recurring tasks.
You can create design templates for typical e-mail responses, schedule follow-ups, and set up suggestions, saving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, offers advantages in regards to coding and software development. Here’s how:.
provides a robust API and comprehensive designer paperwork, making it simple to incorporate with other tools and build custom-made options.
This flexibility permits independent reporters with coding abilities to extend the performance of and customize it to their specific requirements.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to manage software development projects, from ideation to implementation.
You can create customized stages for various development phases, assign tasks to team members, and track progress effectively.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and user friendly functions, minimizing the learning curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collaborative functions that improve team effort and communication.
Developer-friendly API for integration and modification.
Cost-efficient option for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation functions.
Reliance on Gmail for complete functionality, restricting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more budget-friendly solution, particularly for freelancers and small businesses.
HubSpot has a totally free version, however advanced functions require a higher-tier paid membership.
Features and Intricacy:.
supplies a more extensive suite of features, 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 smooth combination with Gmail is beneficial for users greatly reliant on e-mail communication.
As a self-employed reporter, managing your hiring procedure and client relationships is vital to your success. offers a intuitive and budget friendly solution that seamlessly integrates with Gmail, enabling you to enhance your operations and focus on your craft. While it may not have the innovative functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, material, or author developer, can empower you to take control of your freelance journalism profession by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.