As an experienced freelance reporter, I comprehend the challenges of managing projects, tracking leads, and supporting client relationships. In this article, I will delve into the advantages of utilizing for freelance journalism, explore its features 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 utilize Streak Crm Ai for your consumer relations collaboration communication and a lot more so let’s enter it to start with you need to go to streak.com and you will land on this site right here now is a type of CRM that we can contribute to our basic 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 show you how to do that as a total novice it will assist you tailor a perfect process for your group and you will have the ability to get your work done now let’s really get into the process now is available as an extension and it’s entirely free so when you get to the site you’ll get this option 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 on ADD extension and your extension will be added all right it’s done and now it is contributing 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 check in ensure to sign.
into the 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 allow after adding this is what your Gmail will look like now you can see here in our basic you understand folders we are getting just recently viewed all tracked emails and updated reply and then we have this brand-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 combines so you can see this is like our brand-new dashboard for here I’ll be able to develop a new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go develop a brand-new pipeline let’s actually do that you will click brand-new pipeline here and we have different alternatives firstly 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 demonstration 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 email last email from lead Source priority industry deal size business size close rate e-mail thread count days and state and notes so if you want to add another phase you will click this Plus at the top and you will give your stage a name let’s say that you in fact wanted to create another um you know stage here for instance let’s say I didn’t have no strings so I can create right here.
and you can give it your color so we can actually pick various colors for each of the stages but I think all of these are really already developed so this is really quite excellent what I will do is I will really get rid of this one and if you seem like there is um I think pitched and demo are type of like the same thing we just go with 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 various fields that you desire so you will click on this plus here and we have complimentary form a date check box fall General e-mail email tracking job calls and conferences 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 choose this one here this is the field that was really missing and I’ll really rearrange and put the notes here fine email thread count close date okay business’s size deal size and Business size all right let’s get rid of the company size and I’m gon na really find something else within the basic where we have actually created by date developed fans and more so I really wish to opt for the produced.
by or possibly the followers since I wish to track my employee that are actually following this so I will you understand put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a lot of options offered within streak is actually one of the simplest and one of the most uh you understand flexible out there it’s really easy to use with templates we have jobs too within my project once again if I didn’t want to opt for these sales if I finished with jobs then I can opt for the project stages right here and once again the fields the process is going to be comparable you will select these stages from here on this plus button here and you can also give it different various colors we likewise have business Dev here you can see then we have hiring so if you do hiring then this is going to be your phases task search financier fundraising others property support and customized So within our support you can see we have actually incoming designated working on fixed and noise this is actually pretty good and we also have custom-made where I can actually start something from the scratch completely according to my business for me we just have the sales so I’m gon na go with the sales here and click on develop personal or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click create now it will simply take a second for a street to develop a pipeline for me so you can see this in fact looks pretty good now I will have the ability to add my Lead Series so you can really click this fall and we have manage phase or rename so as I continue as I include different leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click the top here add 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 produced let’s say that there is actually closed one so I’m going to include 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 actually 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 2 leads then let’s say there was a contacted also there’s one negotiating so I’ll just simply click on brand-new now as soon as you create a lead we can in fact click on this link and it will now open the various fields that we included so this is a brand-new Elite that I produced and we have all of these different columns we have the fields that we developed keep in mind and after that we have welcome colleagues so from here I can welcome the team members we have add columns we have e-mails 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 conference notes and we even have our.
attachments so this is how you develop a lead within your as soon as you’re done with this you can really click on 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 2 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 be able to see we have private option we have these 3 dots where we can find these stages Integrations and automation this is one of the crucial ones click here and you’ll be able to in fact integrate um other apps within yourr transfer information for notifications 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 data they extremely quickly and develop our CSV files similarly now I can change to my various folders that we have here and I can create a new pipeline we can switch to our basic Gmail extremely quickly from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have actually created we will even have our merge emails now with our so this is the merge e-mail and with merge e-mail what occurs is I can in fact develop a follow-up e-mails and various storage emails here and we have active instructs so utilizing is really easy you can get started free of charge by simply adding the combination and now you know how to use as a complete beginner don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me supply some context about my profession and how it connects to. As a freelance journalist, I’ve worked with numerous customers, handled numerous tasks simultaneously, and preserved a comprehensive network of contacts. Juggling these obligations can be overwhelming, and I recognized the requirement for a centralized system to simplify my operations.
In my quest for a solution, I explored numerous platforms however found them to be either too complex or too expensive 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 customer relationship management tool that effortlessly incorporates with Gmail, making it perfect for freelance reporters who heavily rely on e-mail interaction. Here are some essential benefits of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Company:.
permits you to track and organize your e-mails easily, offering you a clear summary of your interactions with customers, leads, and partners.
You can produce personalized pipelines straight within your inbox, making it simple to monitor the progress and handle of your tasks and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to envision and handle your sales process from list building to job completion.
You can categorize contacts, create customized phases, set reminders, and track interactions, ensuring that no chance slips through the cracks.
Seamless Partnership and Teamwork:.
helps with collaboration by allowing you to share pipelines and communicate with employee within the platform.
You can assign jobs, share important emails, and team up in real-time, boosting performance and making sure everybody stays on the same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repetitive tasks.
You can produce design templates for typical email responses, schedule follow-ups, and established tips, saving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, offers benefits in regards to coding and software advancement. Here’s how:.
provides a robust API and substantial designer documentation, making it simple to incorporate with other tools and build custom-made services.
This flexibility enables freelance journalists with coding abilities to extend the performance of and tailor it to their specific requirements.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adapted to handle software application advancement jobs, from ideation to deployment.
You can develop custom-made phases for different advancement stages, designate tasks to employee, and track progress efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Instinctive user interface and user friendly features, minimizing the learning curve.
Customizable pipelines and workflows to adjust to private requirements.
Collaborative features that enhance team effort and interaction.
Developer-friendly API for integration and customization.
Cost-efficient solution for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation features.
Dependence on Gmail for complete performance, limiting compatibility with other email providers.
Contrast with HubSpot CRM:.
While deals substantial advantages for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more economical service, especially for freelancers and small companies.
HubSpot has a free version, but advanced functions need a higher-tier paid subscription.
Functions and Complexity:.
provides a more thorough suite of functions, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is useful for users greatly reliant on email communication.
As an independent reporter, managing your hiring procedure and client relationships is critical to your success. offers a cost effective and user-friendly solution that effortlessly integrates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it might not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a writer, material, or editor 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 ventures.