As a seasoned freelance reporter, I comprehend the challenges of managing projects, tracking leads, and nurturing client relationships. In this short article, I will delve into the advantages of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for beginners hey guys welcome back in this video I will be revealing you how to utilize Crm Tools Streak Offers for your client relations cooperation communication and a lot more so let’s get into it to start with you need to go to streak.com and you will arrive on this site right here now is a kind of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is actually amazing and I’ll reveal you how to do that as a total beginner it will assist you customize a best process for your group and you will be able to get your work done now let’s really enter the procedure now is offered as an extension and it’s completely complimentary so as soon as you get to the website you’ll get this alternative 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 contribute to Chrome click ADD extension and your extension will be added okay 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 merely check in make sure to sign.
into the same Gmail that you have added the uh you know streak to now it will ask you for your gain access to and we’re gon na just scroll down and click on allow after including this is what your Gmail will look like now you can see here in our basic you know folders we are getting just recently viewed all tracked e-mails 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 combines so you can see this is like our new dashboard for here I’ll be able to produce a brand-new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go produce a brand-new pipeline let’s in fact do that you will click on new pipeline here and we have various choices 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 actually a lead called pitched demo negotiating close phone closed uh you know then we have supporting alright then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority market offer size business size close rate email thread count days and state and notes so if you wish to include another stage you will click this Plus at the top and you will offer your phase a name let’s say that you in fact wanted to develop another um you know stage here for instance let’s state I didn’t have no strings so I can produce right here.
and you can give it your color so we can in fact pick various colors for each of the stages but I believe all of these are actually already created so this is actually quite remarkable 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 type of like the same thing we just 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 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 different fields that you desire so you will click this plus here and we have free type a date check box fall General e-mail e-mail tracking job 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 go with this one here this is the field that was really missing out on and I’ll really reorganize and put the notes here alright e-mail thread count close date okay company’s size deal size and Business size alright let’s eliminate the business size and I’m gon na actually find something else within the basic where we have actually developed by date developed fans and more so I actually wish to opt for the created.
by or maybe the fans since I want to keep track of my team members that are really 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 choices available within streak is in fact one of the easiest and among the most uh you understand flexible out there it’s extremely easy to use with templates we have projects too within my task again if I didn’t wish to choose these sales if I did with tasks then I can choose the job phases right here and once again the fields the process is going to be comparable you will select these phases from here on this plus button here and you can also provide it various various colors we likewise have business Dev here you can see then we have hiring so if you do working with then this is going to be your phases job search financier fundraising others property support and custom-made So within our assistance you can see we have actually inbound appointed dealing with dealt with and noise this is actually pretty good and we also have custom-made where I can in fact start something from the scratch absolutely according to my organization for me we simply have the sales so I’m gon na go with the sales here and click on create personal or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click on create now it will simply take a second for a street to create a pipeline for me so you can see this actually looks pretty good now I will be able to add my Lead Series so you can in fact 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 add it click on the top here include 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 on enter so now you can see we have one lead developed let’s state 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 brand-new two we can in fact open this up in a brand-new tab from here too however I’m just for now I’m just gon na work in this manner now you can see we have 2 leads then let’s say there was a called as well there’s one working out so I’ll just simply click on brand-new now once you develop a lead we can in fact click here and it will now open the various fields that we included so this is a brand-new Elite that I developed and we have all of these different columns we have the fields that we created keep in mind and then we have welcome colleagues so from here I can welcome the employee we have add columns we have emails files and comments you can change to the emails and it will reveal you the e-mails that you got in files we can even publish files and then we have the remarks at the top here once again we have the call log we have our meeting notes and we even have our.
attachments so this is how you produce a lead within your once you’re done with this you can in fact click on enter 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 two 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 be able to see we have personal option we have these 3 dots where we can find these phases Combinations and automation this is one of the essential ones click on this link and you’ll have the ability to actually incorporate um other apps within yourr transfer information for alerts for automations customized develops and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they really easily and develop our CSV files likewise now I can switch to my different folders that we have here and I can produce a new pipeline we can switch to our simple Gmail extremely easily from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have actually created we will even have our combine e-mails now with our so this is the combine email and with combine e-mail what occurs is I can actually produce a follow-up emails and various storage emails here and we have active advises so using is actually easy you can start for free by simply including the integration and now you know how to use as a total novice do not.
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 associates with. As an independent journalist, I have actually dealt with many clients, managed numerous projects simultaneously, and kept a substantial network of contacts. Balancing these obligations can be frustrating, and I acknowledged the need for a centralized system to streamline my operations.
In my quest for an option, I checked out numerous platforms but discovered them to be either too intricate or too costly for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly integrates with Gmail, making it ideal for self-employed journalists who greatly rely on e-mail interaction. Here are some essential advantages of using for your freelance journalism working with process:.
Instinctive Email Tracking and Organization:.
enables you to track and arrange your e-mails easily, offering you a clear introduction of your interactions with clients, leads, and collaborators.
You can develop customizable pipelines straight within your inbox, making it simple to manage and monitor the development of your jobs and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and manage your sales procedure from list building to job completion.
You can classify contacts, produce custom-made phases, set suggestions, and track interactions, making sure that no chance slips through the fractures.
Smooth Collaboration and Team Effort:.
helps with partnership by allowing you to share pipelines and interact with team members within the platform.
You can designate tasks, share crucial e-mails, and work together in real-time, enhancing productivity and ensuring everyone stays on the very same page.
‘s flexible workflow system enables you to personalize your pipelines and automate recurring tasks.
You can create templates for common e-mail actions, schedule follow-ups, and set up 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 development. Here’s how:.
supplies a robust API and comprehensive designer paperwork, making it simple to incorporate with other tools and construct custom-made solutions.
This flexibility allows freelance journalists with coding abilities to extend the functionality of and customize it to their particular requirements.
Project Management for Software Advancement:.
‘s pipeline feature can be adapted to manage software advancement projects, from ideation to release.
You can produce custom-made phases for different advancement stages, designate tasks to staff member, and track development efficiently.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and easy-to-use features, minimizing the discovering curve.
Personalized pipelines and workflows to adapt to private requirements.
Collaborative functions that boost teamwork and communication.
Developer-friendly API for integration and modification.
Affordable option for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation functions.
Reliance on Gmail for full performance, limiting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more budget friendly service, specifically for freelancers and small companies.
HubSpot has a complimentary version, but advanced features require a higher-tier paid subscription.
Functions and Complexity:.
offers a more extensive suite of functions, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Both and integrate with numerous third-party tools.
‘s seamless integration with Gmail is useful for users greatly reliant on e-mail communication.
As an independent journalist, handling your hiring process and client relationships is vital to your success. deals a budget-friendly and user-friendly solution that effortlessly incorporates with Gmail, enabling you to improve your operations and concentrate on your craft. While it may not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a material, editor, or author developer, can empower you to take control of your freelance journalism career by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.