As a seasoned freelance reporter, I understand the challenges of handling projects, tracking leads, and supporting client relationships. In this post, I will dig into the benefits of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey people invite back in this video I will be revealing you how to use Add User To Streak Crm for your consumer relations collaboration interaction and far more so let’s get into it to start with you require to go to streak.com and you will arrive on this website right here now is a sort of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is actually remarkable and I’ll reveal you how to do that as a complete novice it will help you customize a perfect procedure for your group and you will have the ability to get your work done now let’s really get into the procedure now is readily available as an extension and it’s totally free so once you get to the website you’ll get this option here which is add 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 contribute to Chrome click on ADD extension and your extension will be added 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 just sign in ensure to sign.
into the same Gmail that you have added the uh you understand streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click permit after adding this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting recently seen all tracked emails and updated reply and then we have this new alternative which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this is like our brand-new dashboard for here I’ll be able to create a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go produce a new pipeline let’s really do that you will click brand-new pipeline here and we have various choices first of all we have the stages so this is where you will choose these stages for your pipeline and you can actually we have actually a lead called pitched demo working out close phone closed uh you know then we have supporting all right then we have Fields so in fields we have a date of last email last email from lead Source concern industry offer size company size close rate e-mail thread count days and state and notes so if you wish to include another stage you will click on this Plus on top and you will provide your phase a name let’s state that you actually wanted to develop 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 provide it your color so we can actually pick various colors for each of the stages but I believe all of these are really currently produced so this is really pretty outstanding what I will do is I will in fact eliminate this one and if you seem like there is um I believe pitched and demonstration are kind of like the very 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 actually let’s eliminate the demo here and after that we have negotiating with negotiating I can go with 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 desire so you will click on this plus here and we have complimentary type a date check box fall General email e-mail tracking job calls and meetings so I don’t 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 go with this one here this is the field that was really missing and I’ll in fact reorganize and put the notes here all right email thread count close date alright company’s size deal size and Company size okay let’s eliminate the business size and I’m gon na in fact discover something else within the basic where we have created by date created fans and more so I really want to go for the developed.
by or perhaps the followers due to the fact that I wish to keep an eye on my team members that are really 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 choices available within streak is really among the simplest and one of the most uh you know versatile out there it’s very easy to use with templates we have tasks too within my project once again if I didn’t wish to go for these sales if I finished with jobs then I can opt for the project stages right here and once again the fields the process is going to be similar you will select these phases from here on this plus button here and you can also give it different various colors we likewise have service Dev here you can see then we have employing so if you do hiring then this is going to be your stages task search investor fundraising others property assistance and custom-made So within our assistance you can see we have inbound designated working on solved and sound this is really respectable and we also have custom-made where I can really start something from the scratch absolutely according to my company for me we just 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 a team member so I’m going to choose the shared one here and click on develop now it will simply take a 2nd for a street to create a pipeline for me so you can see this actually looks respectable now I will have the ability to add my Lead Series so you can really click on this fall and we have handle stage or relabel so as I continue as I include various leads here what I I will do is I’ll just merely click and I’ll be able 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 on enter so now you can see we have actually 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 include another lead let’s call it new two we can in fact open this up in a new tab from here too however I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s say there was a gotten in touch with too there’s one working out so I’ll just simply click brand-new now as soon as you develop 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 brand-new Elite that I developed and we have all of these various columns we have the fields that we produced keep in mind 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 switch to the e-mails and it will show you the e-mails that you got in files we can even upload files and after that we have the remarks 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 finished with this you can actually click on go into and it will be closed now it will reveal 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 contacted 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 carry out bulk actions such as deleting and sharing as well uh one more thing with srix on top you will be able to see we have private alternative we have these three dots where we can find these stages Combinations and automation this is one of the important ones click on this link and you’ll be able to actually incorporate um other apps within yourr transfer data for notifications for automations custom constructs and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and produce our CSV files likewise now I can change to my different folders that we have here and I can create a brand-new pipeline we can switch to our basic Gmail really quickly from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have created we will even have our combine emails now with our so this is the combine email and with combine email what occurs is I can actually create a follow-up e-mails and different storage emails here and we have active instructs so utilizing is actually simple you can get going free of charge by simply adding the integration and now you understand how to use as a total beginner do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me supply some context about my career and how it relates to. As a self-employed reporter, I have actually worked with various clients, managed numerous tasks concurrently, and maintained a substantial network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the need for a centralized system to improve my operations.
In my quest for a service, I checked out different platforms but discovered them to be either too expensive or too intricate for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly integrates with Gmail, making it perfect for self-employed reporters who greatly depend on email interaction. Here are some essential benefits of using for your freelance journalism working with process:.
Instinctive Email Tracking and Company:.
allows you to track and arrange your emails effortlessly, giving you a clear overview of your communications with customers, leads, and collaborators.
You can produce adjustable pipelines directly within your inbox, making it easy to manage and keep track of the progress of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to imagine and manage your sales procedure from lead generation to job completion.
You can categorize contacts, produce customized stages, set reminders, and track interactions, making sure that no chance slips through the cracks.
Seamless Cooperation and Team Effort:.
helps with partnership by permitting you to share pipelines and communicate with employee within the platform.
You can appoint jobs, share crucial e-mails, and team up in real-time, improving productivity and guaranteeing everyone stays on the very same page.
‘s flexible workflow system enables you to personalize your pipelines and automate recurring tasks.
You can produce templates for typical e-mail responses, schedule follow-ups, and established tips, saving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, uses benefits in terms of coding and software development. Here’s how:.
provides a robust API and substantial designer paperwork, making it easy to integrate with other tools and develop customized options.
This versatility permits freelance reporters with coding skills to extend the performance of and tailor it to their particular needs.
Project Management for Software Application Development:.
‘s pipeline function can be adjusted to handle software application advancement tasks, from ideation to implementation.
You can produce customized phases for different advancement stages, appoint tasks to employee, and track progress effectively.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
User-friendly interface and easy-to-use features, lessening the finding out curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collective functions that enhance team effort and interaction.
Developer-friendly API for combination and customization.
Cost-effective service for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Reliance on Gmail for full functionality, limiting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While deals significant benefits for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more economical solution, specifically for freelancers and small companies.
HubSpot has a totally free variation, but advanced features require a higher-tier paid membership.
Features and Complexity:.
provides a more thorough suite of functions, consisting of sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, offering a structured experience.
Both and incorporate with various third-party tools.
‘s smooth combination with Gmail is advantageous for users greatly reliant on email interaction.
As a self-employed reporter, handling your hiring process and customer relationships is vital to your success. deals a user-friendly and affordable solution that seamlessly incorporates with Gmail, enabling you to simplify your operations and focus on your craft. While it might not have the innovative functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a material, author, or editor creator, can empower you to take control of your freelance journalism profession by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.