As a skilled freelance reporter, I comprehend the obstacles of managing projects, tracking leads, and nurturing customer relationships. In this post, I will dig into the benefits of utilizing for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for novices hey people welcome back in this video I will be showing you how to utilize Why Streak Crm Is Free for your consumer relations partnership communication and much more so let’s get into it to start with 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 add to our simple 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 complete novice it will assist you customize a best procedure for your group and you will be able to get your work done now let’s actually enter the process now is available as an extension and it’s completely totally free so when you get to the site you’ll get this choice 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 alright 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 sure to sign.
into the very same Gmail that you have included the uh you understand streak to now it will ask you for your access and we’re gon na merely scroll down and click on enable after adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting just recently viewed all tracked emails and updated reply and after that we have this brand-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 brand-new control panel for here I’ll be able to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go create a brand-new pipeline let’s really do that you will click new pipeline here and we have various alternatives 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 contacted pitched demonstration negotiating close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority market deal size business size close rate email thread count days and state and notes so if you want to include another stage you will click this Plus on top and you will provide your phase a name let’s state that you actually wished to develop another um you understand phase here for example let’s say I didn’t have no strings so I can create right here.
and you can offer it your color so we can actually select different colors for each of the stages but I believe all of these are really already developed so this is really pretty remarkable what I will do is I will really get rid of this one and if you seem like there is um I think pitched and demo are kind of like the same thing we just opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s eliminate the demonstration here and then we have working out with negotiating I can go with 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 different fields that you want so you will click this plus here and we have totally free type a date check box fall General e-mail email tracking job 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 really reorganize and put the notes here all right email thread count close date all right company’s size deal size and Business size alright let’s eliminate the business size and I’m gon na really discover something else within the basic where we have actually produced by date produced fans and more so I really wish to go for the produced.
by or perhaps the followers due to the fact that I wish to monitor my employee that are in fact following this so I will you know put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a lot of alternatives offered within streak is actually among the easiest and among the most uh you understand versatile out there it’s extremely easy to use with templates we have projects too within my task once 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 again the fields the procedure is going to be similar you will pick these phases from here on this plus button here and you can likewise offer it various different colors we likewise have company Dev here you can see then we have hiring so if you do employing then this is going to be your phases task search financier fundraising others real estate assistance and custom-made So within our assistance you can see we have incoming designated working on dealt with and noise this is in fact respectable and we also have custom-made where I can in fact start something from the scratch absolutely according to my company for me we simply have the sales so I’m gon na choose the sales here and click on develop 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 on create now it will simply take a second for a street to produce a pipeline for me so you can see this really looks pretty good now I will have the ability to include my Lead Series so you can in fact click this fall and we have manage 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 add 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 just call it new and click get in so now you can see we have one lead created let’s say that there is in fact closed one so I’m going to add one here let’s just for now let’s call it new I’m going to add another lead let’s call it new 2 we can really open this up in a brand-new tab from here too but 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 also there’s one working out so I’ll just merely click new now when you develop a lead we can actually click here 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 then we have welcome colleagues so from here I can invite the employee we have add columns we have emails files and remarks you can change to the e-mails and it will reveal you the emails that you got in files we can even upload files and after that we have the comments at the top here again we have the call log we have our conference notes and we even have our.
accessories so this is how you create a lead within your as soon as 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 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 erasing and sharing also uh another thing with srix on top you will have the ability to see we have personal option we have these three dots where we can find these phases Integrations and automation this is among the essential ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer information for notices for automations custom-made develops and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they really easily and create our CSV files similarly now I can switch to my various folders that we have here and I can develop a new pipeline we can change to our simple Gmail very easily from here and it will also show me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our combine emails now with our so this is the merge e-mail and with merge email what takes place is I can actually develop a follow-up e-mails and different storage e-mails here and we have active instructs so utilizing is actually easy you can begin free of charge by simply including the integration and now you understand how to utilize as a total beginner do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me supply some context about my career and how it connects to. As a freelance reporter, I have actually worked with numerous customers, managed several projects simultaneously, and kept a substantial network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the need for a central system to enhance my operations.
In my mission for an option, I checked out different platforms however found them to be either too complex or too pricey for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly incorporates with Gmail, making it perfect for freelance journalists who greatly rely on email interaction. Here are some essential advantages of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Organization:.
allows you to track and organize your emails easily, giving you a clear summary of your interactions with clients, leads, and partners.
You can create customizable pipelines directly within your inbox, making it simple to keep track of the development and handle of your assignments and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to envision and manage your sales process from lead generation to task conclusion.
You can classify contacts, develop custom-made stages, set suggestions, and track interactions, making sure that no chance slips through the cracks.
Smooth Collaboration and Teamwork:.
facilitates collaboration by enabling you to share pipelines and interact with employee within the platform.
You can designate tasks, share crucial emails, and collaborate in real-time, enhancing efficiency and making sure everyone stays on the same page.
‘s versatile workflow system enables you to tailor your pipelines and automate repetitive tasks.
You can develop templates for common e-mail actions, schedule follow-ups, and established reminders, saving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, offers 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 construct custom-made solutions.
This versatility enables self-employed reporters with coding skills to extend the performance of and customize it to their specific needs.
Job Management for Software Application Development:.
‘s pipeline function can be adjusted to handle software advancement jobs, from ideation to release.
You can develop customized phases for different development stages, appoint jobs to employee, and track progress efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive interface and easy-to-use functions, decreasing the finding out curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collaborative features that improve teamwork and communication.
Developer-friendly API for integration and personalization.
Affordable solution for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation features.
Reliance on Gmail for full functionality, restricting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more economical service, specifically for freelancers and small companies.
HubSpot has a complimentary variation, but advanced functions require a higher-tier paid membership.
Features and Intricacy:.
offers a more detailed suite of functions, consisting of sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, offering a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s seamless integration with Gmail is beneficial for users heavily reliant on e-mail communication.
As a freelance reporter, managing your hiring procedure and client relationships is paramount to your success. offers a budget friendly and intuitive service that flawlessly integrates with Gmail, allowing you to improve your operations and concentrate on your craft. While it may not have the sophisticated features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re an editor, material, or author creator, can empower you to take control of your freelance journalism profession by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.