As an experienced freelance reporter, I comprehend the obstacles of managing jobs, tracking leads, and supporting client relationships. In this post, I will dive into the advantages of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey guys welcome back in this video I will be showing you how to use Crm Suite Starter Streak for your customer relations cooperation communication and a lot more so let’s get into 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 contribute to our basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is actually fantastic and I’ll reveal you how to do that as a complete novice it will help you personalize a perfect procedure for your team and you will be able to get your work done now let’s really enter the procedure now is readily available as an extension and it’s completely free so once 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 add to Chrome click on ADD extension and your extension will be included alright 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 merely check in make certain to sign.
into the very same Gmail that you have added the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click on permit after including this is what your Gmail will look like now you can see here in our easy you know folders we are getting just recently viewed all tracked emails and upgraded 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 new control panel for here I’ll have the ability to produce a brand-new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go produce a new pipeline let’s actually do that you will click on brand-new pipeline here and we have various choices first of all we have the stages so this is where you will pick these stages 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 email from lead Source top priority market offer size company size close rate email thread count days and state and notes so if you want to add another phase you will click this Plus on top and you will provide your phase a name let’s state that you in fact wanted to develop another um you understand phase here for instance let’s say I didn’t have no strings so I can develop right here.
and you can give it your color so we can really select various colors for each of the stages but I think all of these are really already produced so this is actually quite outstanding what I will do is I will in fact get rid of this one and if you seem like there is um I think pitched and demonstration are type of like the exact same thing we just opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s get rid of 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 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 totally free kind a date check box drop down General email email tracking job calls and conferences 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 in fact missing out on and I’ll actually rearrange and put the notes here okay e-mail thread count close date fine business’s size offer size and Company size all right let’s eliminate the company size and I’m gon na in fact find something else within the basic where we have actually produced by date created fans and more so I in fact wish to go for the produced.
by or perhaps the followers due to the fact that I wish to keep an eye on my team members that are in fact 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 great deal of options readily available within streak is really one of the most convenient and one of the most uh you know flexible out there it’s extremely easy to use with design templates we have tasks too within my project again if I didn’t want to choose these sales if I did with tasks then I can opt for the task phases right here and once again the fields the process is going to be similar you will choose these stages from here on this plus button here and you can also offer it various various colors we likewise have service Dev here you can see then we have hiring so if you do working with then this is going to be your phases task search investor fundraising others property support and customized So within our support you can see we have actually incoming appointed dealing with resolved and sound this is really respectable and we likewise have customized 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 opt for the sales here and click produce personal or.
shared so I will be sharing this with a staff member so I’m going to opt for the shared one here and click on create now it will just take a second for a street to develop a pipeline for me so you can see this actually looks respectable now I will be able to include my Lead Series so you can in fact click on 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 simply click and I’ll be able to include it click the top here add a box so click 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 get in so now you can see we have actually one lead produced let’s say that there is in fact 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 new two we can really open this up in a new tab from here too however I’m just for now I’m just gon na work by doing this 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 simply click on brand-new now as soon as you develop a lead we can really click on this link and it will now open the various fields that we added so this is a new Elite that I developed and we have all of these various columns we have the fields that we developed remember and after that we have invite teammates so from here I can welcome the staff member we have add columns we have e-mails files and remarks you can change to the emails and it will show you the emails that you got in files we can even publish 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 produce a lead within your when you’re done with this you can in fact click go into 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 two leads one gotten in touch with and something like this and this is where you will be getting your list we can pick various leads from here the stages and we can perform bulk actions such as erasing and sharing too uh one more thing with srix at the top you will have the ability to see we have personal alternative we have these 3 dots where we can find these stages Combinations and automation this is one of the essential ones click here and you’ll have the ability to in fact integrate um other apps within yourr transfer data for notices for automations custom-made builds and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export information they very easily and create our CSV files similarly now I can switch to my different folders that we have here and I can develop a brand-new pipeline we can switch to our simple Gmail really easily from here and it will also reveal me the emails that I will be receiving for my pipelines that I have produced we will even have our combine e-mails now with our so this is the combine email and with merge e-mail what occurs is I can in fact develop a follow-up emails and different storage e-mails here and we have active advises so utilizing is actually simple you can start totally free by just adding the integration and now you know how to utilize as a total newbie don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me supply some context about my profession and how it associates with. As a freelance journalist, I’ve worked with many customers, handled numerous tasks simultaneously, and maintained an extensive network of contacts. Juggling these duties can be frustrating, and I recognized the requirement for a centralized system to simplify my operations.
In my mission for an option, I checked out various platforms however found them to be either too complex or too costly for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly integrates with Gmail, making it perfect for freelance reporters who heavily rely on e-mail communication. Here are some essential benefits of using for your freelance journalism working with process:.
Intuitive Email Tracking and Organization:.
enables you to track and arrange your e-mails effortlessly, providing you a clear introduction of your communications with clients, leads, and partners.
You can develop personalized pipelines straight within your inbox, making it easy to keep track of the development and manage of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to imagine and manage your sales process from list building to task conclusion.
You can categorize contacts, develop custom phases, set reminders, and track interactions, ensuring that no chance slips through the fractures.
Smooth Partnership and Teamwork:.
helps with cooperation by allowing you to share pipelines and communicate with employee within the platform.
You can designate tasks, share essential e-mails, and team up in real-time, boosting efficiency and guaranteeing everybody stays on the exact same page.
‘s flexible workflow system allows you to customize your pipelines and automate recurring tasks.
You can develop design templates for typical e-mail responses, schedule follow-ups, and established tips, conserving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, offers advantages in regards to coding and software application advancement. Here’s how:.
provides a robust API and substantial designer documentation, making it easy to integrate with other tools and construct custom options.
This versatility permits freelance journalists with coding skills to extend the performance of and tailor it to their specific requirements.
Task Management for Software Application Development:.
‘s pipeline feature can be adjusted to handle software application advancement tasks, from ideation to deployment.
You can develop custom phases for various advancement phases, appoint tasks to team members, and track development effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
User-friendly interface and easy-to-use features, reducing the learning curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collaborative features that improve teamwork and communication.
Developer-friendly API for integration and modification.
Cost-efficient solution for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation functions.
Reliance on Gmail for complete performance, restricting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more budget friendly service, particularly for freelancers and small companies.
HubSpot has a totally free version, however advanced functions need a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more detailed suite of functions, including sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, offering a structured experience.
Both and integrate with different third-party tools.
‘s smooth combination with Gmail is advantageous for users heavily reliant on email interaction.
As an independent journalist, managing your hiring process and customer relationships is paramount to your success. offers a instinctive and economical option that seamlessly incorporates with Gmail, allowing you to simplify your operations and focus on your craft. While it might not have the advanced features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a writer, content, or editor creator, can empower you to take control of your freelance journalism profession by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.