As a seasoned freelance journalist, I comprehend the obstacles of handling projects, tracking leads, and nurturing customer relationships. In this post, I will dig into the benefits of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for novices hey people invite back in this video I will be revealing you how to use Leads Streak Crm for your customer relations collaboration communication and far more so let’s enter it firstly you require to go to streak.com and you will arrive on this site right here now is a type of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is actually fantastic and I’ll show you how to do that as a total beginner it will help you personalize a best procedure for your team and you will have the ability to get your work done now let’s in fact enter the procedure now is offered as an extension and it’s totally complimentary so once you get to the site you’ll get this choice here which is contribute 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 contribute to Chrome click on ADD extension and your extension will be added fine 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 simply check in ensure to sign.
into the very same Gmail that you have actually included the uh you understand streak to now it will ask you for your access and we’re gon na simply scroll down and click allow after adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting recently viewed all tracked emails and updated reply and then we have this brand-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 combines so you can see this resembles our brand-new dashboard for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go create a brand-new pipeline let’s really do that you will click on brand-new pipeline here and we have different alternatives first of all we have the stages so this is where you will pick these phases for your pipeline and you can really we have a lead gotten in touch with pitched demo working out close phone closed uh you understand then we have supporting alright then we have Fields so in fields we have a date of last email last email from lead Source top priority market deal size company size close rate e-mail thread count days and state and keeps in mind so if you want to include another phase you will click this Plus at the top and you will provide 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 create right here.
and you can provide it your color so we can really choose various colors for each of the stages but I believe all of these are really already produced so this is really quite remarkable what I will do is I will really get rid of this one and if you feel like there is um I think pitched and demonstration are kind of like the same thing we simply choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s get rid of the demonstration here and then 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 this plus here and we have complimentary form a date check box fall General e-mail email 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 opt for this one here this is the field that was really missing out on and I’ll really reorganize and put the notes here fine email thread count close date all right company’s size offer 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 created by date developed fans and more so I in fact wish to opt for the developed.
by or possibly the followers because I want to monitor my team members that are really following this so I will you know 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 alternatives available within streak is in fact among the most convenient and one of the most uh you understand flexible out there it’s extremely easy to use with design templates we have jobs too within my project again if I didn’t wish to opt for these sales if I finished with tasks then I can go with the project phases right here and once again the fields the procedure is going to be comparable you will select these stages from here on this plus button here and you can likewise give it different various colors we also have service Dev here you can see then we have employing so if you do working with then this is going to be your phases task search investor fundraising others real estate assistance and custom-made So within our assistance you can see we have inbound appointed working on resolved and noise this is actually pretty good and we likewise have custom where I can in fact start something from the scratch completely according to my business for me we simply 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 staff member so I’m going to choose the shared one here and click on create now it will just take a second for a street to create a pipeline for me so you can see this in fact looks pretty good now I will be able to include my Lead Series so you can really click this fall and we have handle stage or relabel so as I proceed as I add various leads here what I I will do is I’ll just merely 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 just call it brand-new and click on go into so now you can see we have one lead created let’s state that there is really 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 brand-new 2 we can really open this up in a new tab from here too but I’m just for now I’m simply gon na work by doing this now you can see we have 2 leads then let’s state there was a called as well there’s one negotiating so I’ll just simply click brand-new now as soon as you develop a lead we can in fact click on this link and it will now open up the various fields that we added so this is a new Elite that I created and we have all of these various columns we have the fields that we created remember and after that we have invite teammates so from here I can invite the team members we have include columns we have emails files and remarks you can switch to the emails and it will reveal you the emails that you got in files we can even submit 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 produce a lead within your as soon as you’re done with this you can really click on get in 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 various leads from here the stages and we can carry out bulk actions such as deleting and sharing also uh one more thing with srix on top you will be able to see we have private choice we have these three dots where we can find these phases Integrations and automation this is among the essential ones click on this link and you’ll be able to really incorporate um other apps within yourr transfer information for alerts for automations custom-made develops and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they really quickly and create our CSV files likewise now I can change to my various folders that we have here and I can create a brand-new pipeline we can change to our basic Gmail extremely easily from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have developed we will even have our combine e-mails now with our so this is the combine email and with merge email what takes place is I can in fact develop a follow-up e-mails and various storage emails here and we have active advises so using is really easy you can get started totally free by just including the integration and now you understand how to use as a complete newbie don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me offer some context about my career and how it associates with. As a self-employed reporter, I’ve dealt with various clients, managed multiple tasks simultaneously, and maintained an extensive network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the requirement for a centralized system to simplify my operations.
In my mission for a service, I checked out various platforms but found them to be either too complex or too costly for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly incorporates with Gmail, making it perfect for freelance journalists who heavily count on e-mail interaction. Here are some essential benefits of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Company:.
allows you to track and arrange your emails easily, giving you a clear introduction of your interactions with customers, leads, and collaborators.
You can develop personalized pipelines straight within your inbox, making it simple to monitor the development and manage of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to envision and handle your sales procedure from list building to task completion.
You can classify contacts, produce customized stages, set pointers, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Collaboration and Team Effort:.
assists in cooperation by allowing you to share pipelines and communicate with employee within the platform.
You can designate tasks, share important e-mails, and collaborate in real-time, improving efficiency and guaranteeing everyone remains on the same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repetitive tasks.
You can develop 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 application:.
Beyond its application in freelance journalism, uses advantages in terms of coding and software development. Here’s how:.
supplies a robust API and substantial designer paperwork, making it simple to incorporate with other tools and build custom options.
This versatility permits independent journalists with coding skills to extend the functionality of and customize it to their particular requirements.
Job Management for Software Development:.
‘s pipeline function can be adjusted to handle software application development tasks, from ideation to implementation.
You can create custom-made phases for different advancement stages, designate jobs to employee, and track progress efficiently.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and user friendly features, decreasing the finding out curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collective features that boost team effort and communication.
Developer-friendly API for combination and personalization.
Cost-effective option for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Reliance on Gmail for full performance, limiting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While offers significant advantages for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more economical solution, particularly for freelancers and small businesses.
HubSpot has a free version, however advanced functions require a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more thorough suite of functions, consisting of advanced marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Both and integrate with various third-party tools.
‘s seamless integration with Gmail is helpful for users greatly reliant on e-mail communication.
As a freelance reporter, handling your hiring process and client relationships is paramount to your success. offers a instinctive and economical option that flawlessly incorporates with Gmail, enabling you to improve your operations and concentrate on your craft. While it might not have the sophisticated features of larger 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 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 effect of Streak CRM in your freelance journalism endeavors.