As an experienced freelance journalist, I comprehend the difficulties of handling tasks, tracking leads, and nurturing client relationships. In this post, I will delve into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for novices hey guys invite back in this video I will be showing you how to utilize Integrate Basecamp With Streak Crm for your client relations partnership communication and much 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 Hub and we can really turn our Gmail into a platform which is really fantastic and I’ll reveal you how to do that as a total novice it will help you customize a best 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 totally free so as soon as you get to the site you’ll get this option here which is add to Chrome and you’re.
going to choose 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 all right 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 just sign in ensure to sign.
into the same Gmail that you have actually added the uh you know streak to now it will ask you for your access and we’re gon na just scroll down and click allow after adding this is what your Gmail will appear like now you can see here in our simple you know folders we are getting just recently viewed all tracked e-mails and upgraded reply and after that we have this new choice which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this is like our brand-new control panel for here I’ll be able to develop 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 brand-new pipeline let’s really do that you will click on new pipeline here and we have different alternatives 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 gotten in touch with pitched demo working out 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 e-mail from lead Source priority industry offer size business size close rate e-mail thread count days and state and keeps in mind so if you wish to include another phase you will click on this Plus on top and you will provide your stage a name let’s say that you actually wished to produce another um you understand stage here for example 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 actually choose various colors for each of the stages but I believe all of these are really already developed so this is in fact pretty remarkable what I will do is I will actually eliminate this one and if you seem like there is um I believe pitched and demonstration are type of like the exact same thing we simply choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s get rid of the demo here and after that we have working out 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 want 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 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 in fact missing and I’ll actually reorganize and put the notes here all right email thread count close date okay business’s size offer size and Company size fine let’s get rid of the business size and I’m gon na really discover something else within the general where we have created by date created followers and more so I in fact wish to go for the developed.
by or possibly the followers due to the fact that I want to track my staff member that are actually 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 options offered within streak is really among the simplest and among the most uh you understand versatile out there it’s extremely easy to use with design templates we have jobs too within my project again if I didn’t want to go for these sales if I did with projects then I can choose the project 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 offer it different various colors we likewise have organization Dev here you can see then we have working with so if you do working with then this is going to be your stages job search financier fundraising others property assistance and custom So within our assistance you can see we have inbound appointed working on solved and sound this is really respectable and we likewise have custom-made where I can really start something from the scratch absolutely according to my company for me we simply have the sales so I’m gon na go with the sales here and click create private or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click develop now it will just take a second for a street to produce a pipeline for me so you can see this really looks pretty good now I will have the ability to add my Lead Series so you can really click on this drop down and we have handle stage or relabel so as I proceed as I include different leads here what I I will do is I’ll just merely click and I’ll have the ability to include 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 area here and let’s just call it brand-new and click on get in so now you can see we have actually one lead created 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 include another lead let’s call it new 2 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 by doing this now you can see we have two leads then let’s say there was a gotten in touch with also there’s one working out so I’ll just merely click new now as soon as 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 created and we have all of these different columns we have the fields that we developed keep in mind and then we have invite colleagues so from here I can invite the team members we have include columns we have e-mails files and comments you can change to the e-mails and it will show you the emails that you got in files we can even publish files and after that 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 develop a lead within your as soon as you’re finished with this you can really click on go into and it will be closed now it will reveal you something like this we have all of our information collected here and at the top we’re getting our account such as two leads one contacted 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 carry out bulk actions such as erasing and sharing also uh one more thing with srix at the top you will have the ability to see we have private alternative we have these three dots where we can discover these stages Integrations and automation this is among the essential ones click here and you’ll be able to really integrate um other apps within yourr transfer data for notices for automations custom-made develops and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export information they extremely easily and create our CSV files similarly now I can switch to my different folders that we have here and I can produce a brand-new pipeline we can change to our easy Gmail really easily from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have actually created we will even have our combine emails now with our so this is the merge email and with merge email what happens is I can actually develop a follow-up e-mails and different storage e-mails here and we have active instructs so utilizing is actually easy you can get going totally free by just adding the integration and now you know how to use as a total beginner don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me supply some context about my profession and how it relates to. As a freelance reporter, I’ve worked with various clients, handled multiple tasks at the same time, and preserved a substantial network of contacts. Juggling these duties can be overwhelming, and I acknowledged the need for a central system to improve my operations.
In my mission for a solution, I explored numerous platforms but discovered them to be either too complex or too expensive for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly integrates with Gmail, making it perfect for self-employed journalists who heavily depend on email communication. Here are some essential benefits of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Organization:.
allows you to track and organize your e-mails easily, giving you a clear overview of your communications with clients, leads, and partners.
You can create customizable pipelines straight within your inbox, making it simple to keep an eye on the development and handle of your assignments and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to visualize and manage your sales process from lead generation to project conclusion.
You can categorize contacts, produce custom-made phases, set reminders, and track interactions, ensuring that no chance slips through the cracks.
Seamless Collaboration and Team Effort:.
assists in cooperation by allowing you to share pipelines and interact with team members within the platform.
You can designate tasks, share crucial emails, and team up in real-time, improving productivity and guaranteeing everyone stays on the same page.
Personalized Workflows:.
‘s flexible workflow system allows you to customize your pipelines and automate repetitive jobs.
You can develop templates for common email responses, schedule follow-ups, and set up suggestions, saving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, offers benefits in terms of coding and software advancement. Here’s how:.
Developer-Friendly Combination:.
provides a robust API and substantial developer documents, making it simple to integrate with other tools and construct custom services.
This versatility allows self-employed reporters with coding skills to extend the performance of and tailor it to their particular requirements.
Task Management for Software Application Development:.
‘s pipeline function can be adapted to handle software advancement jobs, from ideation to release.
You can produce custom-made phases for various development stages, appoint jobs to staff member, and track progress efficiently.
Advantages and disadvantages of
Pros:.
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
User-friendly user interface and easy-to-use features, minimizing the finding out curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collective functions that enhance teamwork and interaction.
Developer-friendly API for combination and personalization.
Cost-effective solution for freelancers and small businesses.
Cons:.
Restricted reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation functions.
Reliance on Gmail for full performance, limiting compatibility with other email providers.
Contrast with HubSpot CRM:.
While offers considerable benefits for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
Expense:.
provides a more cost effective solution, specifically for freelancers and small businesses.
HubSpot has a free variation, but advanced functions need a higher-tier paid subscription.
Features and Intricacy:.
offers a more extensive suite of functions, consisting of sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, offering a structured experience.
Integration:.
Both and integrate with various third-party tools.
‘s seamless integration with Gmail is advantageous for users greatly reliant on e-mail interaction.
Conclusion:.
As an independent reporter, managing your hiring procedure and customer relationships is paramount to your success. offers a inexpensive and user-friendly solution that flawlessly incorporates with Gmail, enabling you to enhance your operations and focus on your craft. While it might not have the innovative functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a writer, editor, or material developer, can empower you to take control of your freelance journalism career by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.