As a seasoned freelance journalist, I understand the challenges of managing jobs, tracking leads, and supporting client relationships. In this article, I will dive into the advantages of utilizing 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 beginners hey guys invite back in this video I will be revealing you how to utilize When Making A Call From Streak Crm for your client relations cooperation communication and far more so let’s get into it firstly you require to go to streak.com and you will land on this site right here now is a kind of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is really remarkable and I’ll reveal you how to do that as a total novice it will help you customize a best procedure for your team and you will have the ability to get your work done now let’s in fact enter the process now is available as an extension and it’s completely totally free so as soon as 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 contribute to Chrome click on 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 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 sign in make sure to sign.
into the exact same Gmail that you have actually included the uh you understand 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 adding this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting just recently seen all tracked e-mails and upgraded reply and then we have this new choice 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 resembles our new control panel for here I’ll have the ability to develop a new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go produce a brand-new pipeline let’s in fact do that you will click new pipeline here and we have different alternatives to start with we have the stages so this is where you will pick 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 supporting fine then we have Fields so in fields we have a date of last email last email from lead Source priority industry deal size business size close rate e-mail thread count days and state and notes so if you wish to include another phase you will click on this Plus on top and you will provide your phase a name let’s state that you actually wanted to produce another um you know stage here for example let’s say I didn’t have no strings so I can produce right here.
and you can give it your color so we can actually select different colors for each of the stages but I believe all of these are really already created so this is actually pretty excellent what I will do is I will in fact get rid of this one and if you feel like there is um I believe pitched and demonstration are sort of like the same thing we simply go with 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 demo here and after that we have working out 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 free type a date check box fall General e-mail email tracking task calls and conferences 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 choose this one here this is the field that was really missing out on and I’ll actually rearrange and put the notes here alright e-mail thread count close date all right business’s size deal size and Company size okay let’s get rid of the company size and I’m gon na really find something else within the basic where we have created by date produced followers and more so I actually want to opt for the developed.
by or possibly the fans since I wish to track my employee that are in fact 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 easiest and among the most uh you know versatile out there it’s very easy to use with templates we have projects too within my project again if I didn’t want to opt for these sales if I made with tasks then I can opt for the project phases right here and once again the fields the procedure is going to be comparable you will pick these phases from here on this plus button here and you can also provide it various different colors we also 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 phases task search financier fundraising others real estate assistance and custom So within our assistance you can see we have actually incoming designated dealing with resolved and sound this is actually respectable and we likewise have custom-made where I can in fact start something from the scratch absolutely according to my service for me we simply have the sales so I’m gon na go with the sales here and click on develop private or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click on develop now it will simply take a second for a street to develop a pipeline for me so you can see this in fact looks respectable now I will be able to add my Lead Series so you can in fact click this drop down and we have handle stage 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 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 include a box in the lead section here and let’s just call it brand-new and click on go into so now you can see we have actually one lead created 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 include another lead let’s call it brand-new two we can actually open this up in a new tab from here too however I’m just for now I’m just gon na work in this manner now you can see we have two leads then let’s say there was a called as well there’s one negotiating so I’ll just merely click on new now once you create a lead we can actually click here and it will now open up the various fields that we added so this is a new Elite that I created and we have all of these different columns we have the fields that we created keep in mind and after that we have welcome colleagues so from here I can welcome the staff member we have include columns we have emails files and comments you can switch to the e-mails and it will reveal you the emails that you got in files we can even submit 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 create a lead within your once you’re made with this you can in fact click get in 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 contacted and something like this and this is where you will be getting your list we can choose various leads from here the stages and we can perform bulk actions such as deleting and sharing also uh one more thing with srix at the top you will have the ability to see we have private alternative we have these 3 dots where we can find these phases Combinations and automation this is one of the crucial ones click here and you’ll be able to really integrate um other apps within yourr transfer data for notices 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 information they very quickly and develop our CSV files likewise now I can change to my various folders that we have here and I can create a new pipeline we can change to our basic Gmail extremely easily from here and it will also reveal me the emails that I will be getting for my pipelines that I have actually produced we will even have our combine e-mails now with our so this is the combine e-mail and with combine e-mail what happens is I can really produce a follow-up emails and different storage e-mails here and we have active advises so utilizing is truly easy you can start free of charge by just adding the integration and now you know how to utilize as a total novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me provide some context about my profession and how it connects to. As a self-employed reporter, I have actually worked with various customers, handled multiple projects at the same time, and kept a comprehensive network of contacts. Balancing these responsibilities can be overwhelming, and I acknowledged the requirement for a central system to enhance my operations.
In my quest for a solution, I checked out various platforms however discovered them to be either too complex or too expensive 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 customer relationship management tool that effortlessly integrates with Gmail, making it perfect for self-employed journalists who heavily rely on e-mail interaction. Here are some essential benefits of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Company:.
permits you to track and arrange your e-mails effortlessly, providing you a clear introduction of your interactions with customers, leads, and collaborators.
You can produce personalized pipelines straight within your inbox, making it simple to manage and keep track of the development of your projects and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to envision and handle your sales procedure from lead generation to project completion.
You can classify contacts, develop custom phases, set suggestions, and track interactions, making sure that no chance slips through the fractures.
Seamless Cooperation and Team Effort:.
assists in collaboration by allowing you to share pipelines and interact with team members within the platform.
You can designate tasks, share crucial emails, and team up in real-time, boosting performance and making sure everybody remains on the exact same page.
‘s versatile workflow system allows you to tailor your pipelines and automate recurring jobs.
You can create templates for typical email actions, schedule follow-ups, and set up suggestions, conserving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, provides benefits in terms of coding and software advancement. Here’s how:.
supplies a robust API and substantial developer paperwork, making it simple to integrate with other tools and build customized solutions.
This flexibility allows self-employed reporters with coding skills to extend the functionality of and tailor it to their particular needs.
Task Management for Software Development:.
‘s pipeline function can be adjusted to handle software application advancement tasks, from ideation to implementation.
You can develop customized phases for various development phases, appoint tasks to team members, and track development effectively.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive user interface and easy-to-use features, reducing the discovering curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collaborative functions that boost team effort and communication.
Developer-friendly API for combination and modification.
Cost-efficient solution for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation features.
Reliance on Gmail for complete functionality, limiting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While deals substantial advantages for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more budget-friendly solution, specifically for freelancers and small businesses.
HubSpot has a free variation, but advanced functions require a higher-tier paid membership.
Functions and Intricacy:.
supplies a more thorough suite of functions, consisting of advanced marketing automation and analytics.
focuses on simpleness and ease of use, providing a streamlined experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is advantageous for users greatly reliant on e-mail interaction.
As a freelance journalist, managing your hiring process and client relationships is vital to your success. offers a user-friendly and budget friendly solution that flawlessly incorporates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it may not have the sophisticated functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a content, writer, or editor developer, can empower you to take control of your freelance journalism career by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.