As an experienced freelance journalist, I comprehend the challenges of handling jobs, tracking leads, and supporting customer relationships. In this article, I will delve into the benefits of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey men welcome back in this video I will be revealing you how to utilize Streak Crm And Trello for your client relations partnership communication and a lot more so let’s enter into it first of all you require to go to streak.com and you will arrive at this site right here now is a type of CRM that we can add 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 truly remarkable and I’ll reveal you how to do that as a total newbie it will help you tailor an ideal process for your team and you will have the ability to get your work done now let’s in fact get into the procedure now is readily available as an extension and it’s entirely free so as soon as you get to the site you’ll get this option here which is contribute 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 add to Chrome click ADD extension and your extension will be added fine 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 merely check in ensure to sign.
into the very same Gmail that you have added the uh you know streak to now it will ask you for your access and we’re gon na simply scroll down and click on enable after including this is what your Gmail will appear like now you can see here in our easy you know folders we are getting just recently seen all tracked emails and upgraded reply and then we have this new alternative which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this resembles our new dashboard for here I’ll have the ability to create a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go produce a new pipeline let’s actually do that you will click on brand-new pipeline here and we have various choices firstly we have the stages so this is where you will select these stages for your pipeline and you can in fact we have actually a lead contacted pitched demonstration negotiating close phone closed uh you know then we have supporting all right then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern industry deal size business size close rate e-mail thread count days and state and keeps in mind so if you wish to add another phase you will click this Plus on top and you will give your phase a name let’s state that you in fact wished to produce another um you understand phase here for example let’s state I didn’t have no strings so I can develop right here.
and you can give it your color so we can really pick various colors for each of the stages however I believe all of these are really already produced so this is in fact quite excellent what I will do is I will in fact get rid of this one and if you seem like there is um I think pitched and demo are kind of like the same thing we simply opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is in fact let’s eliminate the demonstration here and after that we have negotiating 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 want so you will click on this plus here and we have totally free form a date check box drop down General email email tracking task 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 and I’ll actually reorganize and put the notes here fine e-mail thread count close date alright company’s size deal size and Business size all right let’s eliminate the company size and I’m gon na in fact discover something else within the basic where we have actually created by date produced fans and more so I in fact wish to opt for the produced.
by or possibly the fans since I want to keep an eye on my team members that are actually 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 readily available within streak is in fact one of the simplest and one of the most uh you understand versatile out there it’s really easy to use with templates we have tasks too within my task again if I didn’t wish to go for these sales if I finished with projects then I can opt for the task phases right here and once again the fields the procedure is going to be comparable you will pick these phases from here on this plus button here and you can also give it various different 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 task search investor fundraising others property support and customized So within our support you can see we have inbound assigned dealing with dealt with and noise this is really respectable and we likewise have custom where I can actually start something from the scratch completely according to my company for me we merely have the sales so I’m gon na choose the sales here and click produce personal or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click produce now it will just take a 2nd for a street to develop a pipeline for me so you can see this in fact looks respectable now I will have the ability to add my Lead Series so you can really click on this drop down and we have handle 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 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 just call it new and click on enter so now you can see we have actually one lead developed let’s state that there is actually 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 add another lead let’s call it brand-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 simply gon na work this way now you can see we have 2 leads then let’s say there was a gotten in touch with as well there’s one negotiating so I’ll just simply click on brand-new now as soon as you develop a lead we can in fact click here and it will now open up the different fields that we included so this is a new Elite that I created and we have all of these different columns we have the fields that we created remember and after that we have welcome colleagues so from here I can invite the employee we have include columns we have e-mails files and comments you can change to the emails and it will show you the emails that you got in files we can even submit 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 as soon as you’re done 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 2 leads one gotten in touch with and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can perform bulk actions such as erasing and sharing as well 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 discover these stages Integrations and automation this is among the essential ones click on this link and you’ll have the ability to actually incorporate um other apps within yourr transfer information for notices for automations customized constructs and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they really easily and develop our CSV files similarly now I can switch to my different folders that we have here and I can develop a brand-new pipeline we can change to our simple Gmail extremely easily from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have developed we will even have our merge emails now with our so this is the combine email and with merge e-mail what occurs is I can actually produce a follow-up e-mails and different storage e-mails here and we have active instructs so using is really easy you can start totally free by just adding the integration and now you know how to utilize as a complete novice don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me provide some context about my career and how it associates with. As an independent journalist, I’ve worked with numerous clients, handled numerous tasks at the same time, and maintained a comprehensive network of contacts. Balancing these responsibilities can be frustrating, and I recognized the need for a centralized system to improve my operations.
In my quest for an option, I explored numerous platforms but found them to be either too intricate or too expensive for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly integrates with Gmail, making it perfect for freelance reporters who heavily rely on e-mail communication. Here are some crucial advantages of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Company:.
allows you to track and arrange your emails effortlessly, providing you a clear introduction of your communications with customers, leads, and collaborators.
You can produce adjustable pipelines directly within your inbox, making it simple to keep an eye on the development and manage of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and manage your sales process from lead generation to project conclusion.
You can categorize contacts, create custom-made stages, set tips, and track interactions, making sure that no chance slips through the cracks.
Seamless 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 crucial emails, and collaborate in real-time, enhancing performance and ensuring everyone remains on the same page.
Adjustable Workflows:.
‘s flexible workflow system enables you to customize your pipelines and automate recurring tasks.
You can create templates for typical email responses, schedule follow-ups, and established reminders, saving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, uses benefits in terms of coding and software development. Here’s how:.
Developer-Friendly Combination:.
supplies a robust API and substantial designer paperwork, making it simple to incorporate with other tools and construct custom-made services.
This flexibility permits self-employed journalists with coding abilities to extend the performance of and tailor it to their particular needs.
Task Management for Software Development:.
‘s pipeline feature can be adapted to manage software application development tasks, from ideation to release.
You can create customized phases for various advancement phases, appoint tasks to staff member, and track development efficiently.
Benefits and drawbacks of
Pros:.
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and user friendly features, decreasing the finding out curve.
Personalized pipelines and workflows to adapt to private requirements.
Collective functions that improve team effort and interaction.
Developer-friendly API for integration and modification.
Affordable option for freelancers and small businesses.
Cons:.
Limited reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation functions.
Reliance on Gmail for complete performance, restricting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
Cost:.
uses a more cost effective service, particularly for freelancers and small businesses.
HubSpot has a totally free variation, but advanced features need a higher-tier paid membership.
Functions and Complexity:.
supplies a more extensive suite of functions, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, providing a streamlined experience.
Combination:.
Both and integrate with numerous third-party tools.
‘s smooth integration with Gmail is helpful for users greatly reliant on email interaction.
Conclusion:.
As a freelance journalist, managing your hiring process and client relationships is vital to your success. offers a user-friendly and affordable service that effortlessly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it may not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a writer, editor, or content creator, can empower you to take control of your freelance journalism profession by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.