As an experienced freelance reporter, I comprehend the challenges of managing jobs, tracking leads, and nurturing customer relationships. In this post, I will delve into the benefits of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for novices hey men welcome back in this video I will be showing you how to use Crm Close Vs Streak for your client relations cooperation communication and far more so let’s enter it first of all you require to go to streak.com and you will arrive at this site right here now is a sort of CRM that we can add to our simple Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is really incredible and I’ll show you how to do that as a total novice it will help you tailor an ideal procedure for your team and you will have the ability to get your work done now let’s really get into the process now is offered as an extension and it’s entirely free so when you get to the site you’ll get this alternative 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 ADD extension and your extension will be added fine 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 just check in ensure to sign.
into the exact same Gmail that you have 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 permit after including this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting just recently viewed all tracked e-mails 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 combines so you can see this resembles our new dashboard 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 working with so this is where we’ll go develop a new pipeline let’s actually do that you will click new pipeline here and we have different options first of all we have the stages so this is where you will select these phases for your pipeline and you can actually we have a lead called 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 email from lead Source priority industry deal size company size close rate email thread count days and state and notes so if you want to include another phase you will click this Plus on top and you will give your stage a name let’s state that you in fact wished to create another um you understand phase here for instance let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can in fact select various colors for each of the stages however I think all of these are in fact currently developed so this is in fact quite excellent 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 same thing we just choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s get rid of the demo here and after that we have negotiating 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 desire so you will click this plus here and we have complimentary form 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 opt for this one here this is the field that was really missing and I’ll really reorganize and put the notes here all right email thread count close date fine company’s size deal size and Business size alright let’s eliminate the business size and I’m gon na in fact discover something else within the basic where we have actually produced by date produced fans and more so I actually wish to choose the developed.
by or perhaps the followers because I want to keep an eye on my staff member that are really following this so I will you understand 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 readily available within streak is in fact among the most convenient and one of the most uh you understand versatile out there it’s really easy to use with templates we have jobs too within my job once again if I didn’t wish to choose these sales if I finished with jobs then I can go with the project stages right here and 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 provide it different various colors we likewise have organization Dev here you can see then we have employing so if you do working with then this is going to be your stages task search financier fundraising others real estate assistance and custom-made So within our support you can see we have actually inbound assigned dealing with dealt with and sound this is actually respectable and we also have custom-made where I can actually start something from the scratch absolutely according to my business for me we merely have the sales so I’m gon na opt for the sales here and click on develop private or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click on produce now it will just take a 2nd for a street to develop 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 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 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 include a box in the lead section here and let’s simply call it new and click get in so now you can see we have one lead developed let’s state that there is really closed one so I’m going to include one here let’s just for now let’s call it 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 simply gon na work in this manner now you can see we have two leads then let’s say there was a called too there’s one negotiating so I’ll just merely click new now once you create a lead we can in fact click on this link and it will now open the different fields that we added so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we developed keep in mind and after that we have welcome colleagues so from here I can welcome the employee we have add columns we have e-mails 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 submit files and after that we have the comments at the top here once again we have the call log we have our conference notes and we even have our.
accessories so this is how you develop a lead within your when you’re finished with this you can really click on enter 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 2 leads one called and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can carry out bulk actions such as deleting and sharing as well uh another thing with srix on top you will be able to see we have private option we have these three dots where we can discover these stages Combinations and automation this is among the crucial ones click on this link and you’ll have the ability to actually integrate um other apps within yourr transfer information for alerts for automations custom-made constructs and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they very easily and produce our CSV files similarly now I can change to my different folders that we have here and I can develop a new pipeline we can change to our basic Gmail extremely quickly from here and it will also reveal me the emails that I will be getting for my pipelines that I have actually developed we will even have our combine emails now with our so this is the merge e-mail and with merge e-mail what occurs is I can actually create a follow-up emails and various storage emails here and we have active instructs so using is actually simple you can get going totally free by just including the combination and now you understand how to utilize as a complete newbie do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me offer some context about my career and how it connects to. As an independent journalist, I have actually dealt with many customers, managed numerous tasks concurrently, and kept a comprehensive network of contacts. Balancing these duties can be overwhelming, and I acknowledged the need for a central system to simplify my operations.
In my mission for an option, I explored numerous platforms but discovered them to be either too costly or too complicated for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly integrates with Gmail, making it perfect for self-employed reporters who heavily count on email interaction. Here are some crucial benefits of using for your freelance journalism working with process:.
Intuitive Email Tracking and Company:.
enables you to track and organize your e-mails easily, providing you a clear introduction of your interactions with customers, leads, and partners.
You can develop personalized pipelines directly within your inbox, making it easy to keep an eye on the development and manage of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to envision and handle your sales procedure from list building to project conclusion.
You can classify contacts, produce custom phases, set reminders, and track interactions, guaranteeing that no chance slips through the cracks.
Seamless Partnership and Team Effort:.
helps with cooperation by permitting you to share pipelines and interact with employee within the platform.
You can assign tasks, share crucial e-mails, and work together in real-time, boosting productivity and making sure everybody remains on the very same page.
‘s flexible workflow system allows you to customize your pipelines and automate repeated tasks.
You can develop design templates for typical email actions, schedule follow-ups, and established reminders, conserving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in independent journalism, offers advantages in terms of coding and software development. Here’s how:.
supplies a robust API and comprehensive developer documentation, making it easy to incorporate with other tools and develop custom-made solutions.
This flexibility allows independent reporters with coding abilities to extend the performance of and customize it to their particular needs.
Task Management for Software Application Development:.
‘s pipeline feature can be adapted to manage software application advancement projects, from ideation to implementation.
You can create customized stages for different advancement phases, assign tasks to team members, and track progress efficiently.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and easy-to-use functions, minimizing the finding out curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collaborative features that improve team effort and interaction.
Developer-friendly API for integration and customization.
Cost-efficient service for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for full performance, restricting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While deals substantial advantages for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more inexpensive option, especially for freelancers and small businesses.
HubSpot has a free version, however advanced functions require a higher-tier paid membership.
Features and Intricacy:.
supplies a more comprehensive suite of features, consisting of innovative marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is helpful for users greatly reliant on email communication.
As a freelance journalist, handling your hiring procedure and client relationships is critical to your success. offers a inexpensive and user-friendly option that seamlessly integrates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it may not have the innovative functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, writer, or material creator, can empower you to take control of your freelance journalism profession by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.