As an experienced freelance reporter, I comprehend the challenges of handling jobs, tracking leads, and nurturing client relationships. In this post, I will delve into the benefits of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for novices hey men welcome back in this video I will be revealing you how to utilize Is Streak A Crm Software for your customer relations partnership interaction and far more so let’s get into it to start with you need to go to streak.com and you will arrive at this website right here now is a type of CRM that we can contribute to our easy 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 beginner it will help you personalize a perfect procedure for your group and you will have the ability to get your work done now let’s really enter the process now is available as an extension and it’s completely free so once you get to the site you’ll get this choice 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 add 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 simply sign in ensure to sign.
into the very same Gmail that you have included the uh you understand streak to now it will ask you for your access and we’re gon na merely scroll down and click on enable after adding this is what your Gmail will appear like now you can see here in our basic you know folders we are getting just recently seen all tracked e-mails and upgraded reply and then we have this new option 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 have the ability to develop a 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 really do that you will click on brand-new pipeline here and we have various alternatives first of all we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have a lead contacted 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 market deal size company size close rate email thread count days and state and notes so if you want to add another phase you will click on this Plus on top and you will give your phase a name let’s state that you actually wished to create another um you know phase 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 pick various colors for each of the stages but I think all of these are really already created so this is actually pretty remarkable what I will do is I will in fact get rid of this one and if you seem like there is um I believe pitched and demonstration are kind 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 really let’s get rid of the demo 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 stages then I will scroll down to the fields here with each pipeline what are the various fields that you desire so you will click on this plus here and we have totally free form a date check box drop down General e-mail email tracking job calls and meetings so I do not 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 really missing out on and I’ll actually rearrange and put the notes here okay e-mail thread count close date alright company’s size deal size and Business size alright let’s get rid of the company size and I’m gon na really discover something else within the general where we have developed by date developed followers and more so I actually wish to opt for the developed.
by or possibly the followers since I want to track my employee that are in fact following this so I will you understand put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a great deal of choices offered within streak is really one of the easiest and one of the most uh you understand versatile out there it’s very easy to use with templates we have tasks too within my job again if I didn’t want to opt for these sales if I did with projects then I can choose the job stages right here and again the fields the process is going to be similar you will pick these phases from here on this plus button here and you can likewise offer it different various colors we likewise have service 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 support and customized So within our support you can see we have inbound appointed dealing with solved and sound this is actually respectable and we likewise have custom-made where I can actually start something from the scratch completely according to my business for me we simply have the sales so I’m gon na opt for the sales here and click create personal or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click on create now it will just take a 2nd for a street to create 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 in fact click this drop down and we have handle stage or rename so as I proceed as I add different 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 on ADD box here and I’m going to add a box in the lead area here and let’s simply call it brand-new and click on go into 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 brand-new I’m going to include another lead let’s call it brand-new 2 we can actually open this up in a brand-new tab from here too but I’m just for now I’m just gon na work this way now you can see we have 2 leads then let’s state there was a gotten in touch with also there’s one working out so I’ll just merely click new now once you produce a lead we can really click on this link and it will now open the different fields that we included so this is a new Elite that I produced and we have all of these various columns we have the fields that we created keep in mind and after that we have welcome teammates so from here I can welcome the team members we have include columns we have emails files and remarks you can change to the emails and it will show you the emails that you got in files we can even upload files and after that we have the comments at the top here once again we have the call log we have our meeting notes and we even have our.
accessories so this is how you develop a lead within your when you’re done with this you can actually click get in and it will be closed now it will reveal you something like this we have all of our information gathered here and at the top we’re getting our account such as 2 leads one contacted 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 carry out bulk actions such as erasing and sharing also uh one more thing with srix on top you will be able to see we have private option we have these three dots where we can find these stages Integrations and automation this is among the crucial ones click on this link and you’ll have the ability to really incorporate um other apps within yourr transfer data for notices for automations custom develops and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they very easily and produce our CSV files similarly now I can switch to my various folders that we have here and I can produce a new pipeline we can change to our simple Gmail very quickly from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have produced we will even have our merge emails now with our so this is the combine e-mail and with merge email what occurs is I can actually produce a follow-up emails and various storage e-mails here and we have active advises so utilizing is really simple you can get started totally free by just including the combination and now you understand how to utilize as a complete beginner do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me provide some context about my career and how it relates to. As an independent reporter, I have actually dealt with numerous customers, handled numerous jobs concurrently, and maintained an extensive network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the requirement for a central system to streamline my operations.
In my mission for a solution, I checked out numerous platforms however found them to be either too pricey or too complex 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 consumer relationship management tool that flawlessly integrates with Gmail, making it perfect for independent journalists who greatly depend on email communication. Here are some key advantages of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Organization:.
enables you to track and organize your e-mails effortlessly, offering you a clear overview of your communications with customers, leads, and collaborators.
You can develop personalized pipelines straight within your inbox, making it easy to keep track of the progress and manage of your assignments and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales process from lead generation to job conclusion.
You can classify contacts, produce custom phases, set reminders, and track interactions, ensuring that no opportunity slips through the fractures.
Smooth Cooperation and Teamwork:.
helps with collaboration by enabling you to share pipelines and interact with team members within the platform.
You can appoint tasks, share essential emails, and collaborate in real-time, improving performance and making sure everybody stays on the exact same page.
‘s flexible workflow system allows you to customize your pipelines and automate repetitive jobs.
You can produce design templates for typical e-mail actions, schedule follow-ups, and set up pointers, saving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, uses advantages in regards to coding and software advancement. Here’s how:.
supplies a robust API and comprehensive developer documents, making it simple to incorporate with other tools and construct customized options.
This versatility allows independent reporters with coding skills to extend the functionality of and tailor it to their particular requirements.
Project Management for Software Application Development:.
‘s pipeline function can be adjusted to manage software application development projects, from ideation to release.
You can produce custom phases for different advancement phases, assign tasks to staff member, and track development efficiently.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and user friendly functions, decreasing the discovering curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collective features that improve team effort and interaction.
Developer-friendly API for integration and customization.
Cost-effective service for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation functions.
Dependence on Gmail for complete performance, restricting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more budget-friendly solution, specifically for freelancers and small companies.
HubSpot has a totally free variation, but advanced functions need a higher-tier paid subscription.
Features and Complexity:.
supplies a more comprehensive suite of functions, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is helpful for users greatly reliant on email interaction.
As a self-employed reporter, handling your hiring process and customer relationships is paramount to your success. offers a economical and user-friendly option that seamlessly incorporates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re an editor, author, or content developer, can empower you to take control of your freelance journalism profession by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.