As an experienced freelance reporter, I comprehend the challenges of managing projects, tracking leads, and supporting customer relationships. In this article, I will dive into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for novices hey men invite back in this video I will be showing you how to use Crm Management Tools Streak for your client relations partnership communication and far more so let’s enter into it firstly you require to go to streak.com and you will arrive at this website right here now is a sort 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 fantastic and I’ll show you how to do that as a total newbie it will help you personalize an ideal procedure for your team and you will be able to get your work done now let’s really enter the procedure now is available as an extension and it’s completely totally free so when 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 on add to Chrome click ADD extension and your extension will be added fine it’s done and now it is contributing 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 certain to sign.
into the very same Gmail that you have actually added the uh you understand streak to now it will ask you for your access and we’re gon na merely scroll down and click enable after including this is what your Gmail will look like now you can see here in our basic you understand folders we are getting just recently viewed all tracked e-mails and updated reply and after that we have this brand-new choice 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 be able to develop a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go develop a brand-new pipeline let’s really do that you will click on new pipeline here and we have different choices firstly we have the stages so this is where you will select these phases for your pipeline and you can in fact we have a lead gotten in touch with pitched demo negotiating close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last email last email from lead Source priority market deal size company 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 give your phase a name let’s state that you actually wanted to create another um you understand stage here for instance 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 in fact choose various colors for each of the stages however I think all of these are really already created so this is really quite impressive what I will do is I will actually get rid of this one and if you feel like there is um I believe pitched and demonstration are sort of like the very same thing we simply go with the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s eliminate the demonstration here and after that we have working out with negotiating I can choose 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 want so you will click on this plus here and we have free kind a date check box drop down General e-mail e-mail tracking job calls and conferences 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 actually missing and I’ll in fact reorganize and put the notes here okay e-mail thread count close date okay business’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 created by date developed fans and more so I really want to go for the produced.
by or possibly the followers because I want to keep an eye on my staff member that are actually following this so I will you understand 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 alternatives readily available within streak is actually among the most convenient and one of the most uh you understand versatile out there it’s extremely easy to use with templates we have tasks too within my task once again if I didn’t want to choose these sales if I did with tasks then I can go with the job phases 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 also give 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 job search financier fundraising others real estate support and customized So within our support you can see we have incoming designated working on resolved and sound this is in fact respectable and we likewise have custom where I can in fact start something from the scratch absolutely according to my service for me we merely 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 just take a second for a street to produce a pipeline for me so you can see this really looks respectable now I will have the ability to include my Lead Series so you can actually click this drop down and we have handle phase or relabel 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 the top here include a box so click 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 enter so now you can see we have one lead produced 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 brand-new I’m going to include another lead let’s call it brand-new two we can really open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work this way now you can see we have 2 leads then let’s say there was a gotten in touch with as well there’s one negotiating so I’ll just simply click new now when you develop a lead we can in fact click here and it will now open up the different fields that we included so this is a new Elite that I developed 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 invite the employee we have include columns we have e-mails files and comments you can switch to the e-mails and it will reveal you the e-mails that you got in files we can even upload files and then we have the remarks at the top here once again we have the call log we have our conference notes and we even have our.
attachments so this is how you produce a lead within your once you’re finished with this you can really click go into and it will be closed now it will show you something like this we have all of our data 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 pick different leads from here the stages and we can carry out bulk actions such as erasing and sharing as well uh another thing with srix on top you will have the ability to see we have private choice we have these three dots where we can discover these stages Combinations and automation this is among the important ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer information for notices for automations custom builds and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they really easily and develop our CSV files similarly now I can switch to my different folders that we have here and I can create a brand-new pipeline we can change to our simple Gmail extremely quickly from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have created we will even have our combine e-mails now with our so this is the combine email and with merge email what occurs is I can in fact produce a follow-up emails and various storage emails here and we have active instructs so utilizing is actually easy you can get started for free by simply including the integration and now you understand how to utilize as a complete novice don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me offer some context about my career and how it connects to. As a freelance journalist, I have actually dealt with numerous customers, handled several jobs concurrently, and maintained a substantial network of contacts. Balancing these responsibilities can be frustrating, and I recognized the need for a centralized system to simplify my operations.
In my mission for a solution, I explored numerous platforms but discovered them to be either too complicated or too expensive 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 seamlessly integrates with Gmail, making it ideal for freelance journalists who greatly depend on email interaction. Here are some essential advantages of using for your freelance journalism employing process:.
Intuitive Email Tracking and Company:.
enables you to track and arrange your e-mails easily, providing you a clear summary of your interactions with customers, leads, and collaborators.
You can develop adjustable pipelines straight within your inbox, making it simple to handle and keep an eye on the progress of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to envision and manage your sales procedure from list building to project conclusion.
You can classify contacts, produce custom-made phases, set pointers, and track interactions, guaranteeing that no chance slips through the fractures.
Smooth Collaboration and Teamwork:.
assists in partnership by enabling you to share pipelines and communicate with employee within the platform.
You can assign tasks, share crucial e-mails, and team up in real-time, enhancing performance and guaranteeing everybody stays on the very same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repetitive tasks.
You can create templates for common email responses, schedule follow-ups, and established suggestions, conserving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, offers advantages in terms of coding and software advancement. Here’s how:.
provides a robust API and comprehensive designer paperwork, making it easy to integrate with other tools and develop custom-made solutions.
This versatility allows self-employed journalists with coding abilities to extend the functionality of and customize it to their particular requirements.
Project Management for Software Development:.
‘s pipeline feature can be adapted to manage software application development jobs, from ideation to deployment.
You can produce customized stages for different advancement stages, appoint tasks to staff member, and track development efficiently.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
User-friendly user interface and user friendly features, minimizing the finding out curve.
Personalized pipelines and workflows to adjust to private requirements.
Collaborative features that boost teamwork and communication.
Developer-friendly API for combination and customization.
Cost-efficient service for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation functions.
Dependence on Gmail for complete performance, restricting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more inexpensive service, specifically for freelancers and small businesses.
HubSpot has a free version, however advanced functions need a higher-tier paid subscription.
Features and Complexity:.
supplies a more extensive suite of features, including advanced marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is beneficial for users heavily reliant on e-mail communication.
As an independent reporter, managing your hiring process and customer relationships is critical to your success. offers a intuitive and affordable option that flawlessly integrates with Gmail, allowing you to enhance your operations and focus on your craft. While it may not have the advanced features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
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.