As an experienced freelance journalist, I understand the challenges of managing tasks, tracking leads, and nurturing customer relationships. In this post, I will dive into the benefits of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and supply 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 Clients for your client relations collaboration interaction and a lot more so let’s get into it to start with you require to go to streak.com and you will arrive at this website right here now is a type of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is really incredible and I’ll show you how to do that as a total beginner it will help you customize an ideal procedure for your team and you will have the ability to get your work done now let’s in fact get into the process now is available as an extension and it’s completely complimentary so as soon as you get to the site you’ll get this alternative here which is contribute 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 contribute to Chrome click on ADD extension and your extension will be included alright it’s done and now it is contributing 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 just sign in ensure to sign.
into the exact 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 permit 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 seen all tracked e-mails and updated 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 combines so you can see this is like our brand-new dashboard for here I’ll have the ability to create a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go create a brand-new pipeline let’s really do that you will click on new pipeline here and we have different options firstly 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 demonstration working out close phone closed uh you understand then we have nurturing fine then we have Fields so in fields we have a date of last email last email 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 add another stage you will click on this Plus at the top and you will give your phase a name let’s state that you actually wished to produce another um you know stage here for example let’s state I didn’t have no strings so I can produce right here.
and you can provide it your color so we can in fact select various colors for each of the stages but I believe all of these are in fact currently produced so this is in fact quite remarkable what I will do is I will really get rid of this one and if you seem like there is um I believe pitched and demo are type of like the exact same thing we simply choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s eliminate the demonstration here and then we have negotiating with negotiating I can choose 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 various fields that you desire so you will click on this plus here and we have free kind a date check box fall General email email tracking task 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 choose this one here this is the field that was actually missing and I’ll really reorganize and put the notes here fine e-mail thread count close date alright company’s size deal size and Company size okay let’s get rid of the company size and I’m gon na actually find something else within the general where we have produced by date created followers and more so I in fact want to opt for the produced.
by or maybe the followers since I want to keep an eye on my staff member that are actually 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 options offered within streak is actually one of the easiest and among the most uh you understand flexible out there it’s really easy to use with design templates we have tasks too within my job once again if I didn’t wish to choose these sales if I did with jobs then I can opt for the project phases right here and once again the fields the process is going to be comparable you will pick these phases from here on this plus button here and you can likewise give it various different colors we likewise have organization 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 financier fundraising others real estate support and custom-made So within our assistance you can see we have inbound designated dealing with resolved and sound this is actually respectable and we also have customized where I can really start something from the scratch totally according to my organization for me we merely 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 go with the shared one here and click develop now it will just 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 be able to include my Lead Series so you can in fact click on this drop down and we have manage phase or relabel so as I proceed as I add 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 include 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 new and click on enter so now you can see we have actually one lead produced let’s say 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 add another lead let’s call it brand-new two we can really open this up in a new tab from here too but 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 state there was a contacted as well there’s one working out so I’ll just simply click new now as soon as you create a lead we can actually click here 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 different columns we have the fields that we developed remember and then we have invite colleagues so from here I can welcome the staff member we have include columns we have e-mails files and comments you can change to the emails and it will show you the e-mails that you got in files we can even publish files and after that we have the remarks at the top here again we have the call log we have our conference notes and we even have our.
attachments so this is how you create a lead within your once you’re finished with this you can in fact click on go into and it will be closed now it will reveal you something like this we have all of our data gathered here and at the top we’re getting our account such as 2 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 perform bulk actions such as deleting and sharing as well uh one more thing with srix on top you will be able to see we have personal option we have these three dots where we can find these stages Combinations and automation this is one of the essential ones click here and you’ll be able to actually incorporate um other apps within yourr transfer information for notices for automations custom-made builds and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they very quickly and create our CSV files likewise now I can change to my different folders that we have here and I can produce a new pipeline we can switch to our easy Gmail extremely quickly from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have produced we will even have our combine e-mails now with our so this is the merge email and with combine e-mail what happens is I can actually create a follow-up e-mails and different storage emails here and we have active advises so using is truly simple you can start free of charge by just adding the combination and now you know how to use as a complete beginner do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me provide some context about my profession and how it connects to. As a self-employed journalist, I have actually dealt with numerous customers, handled numerous projects at the same time, and kept a comprehensive network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the need for a centralized system to simplify my operations.
In my quest for a solution, I explored numerous platforms however discovered them to be either too pricey or too complex for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly integrates with Gmail, making it ideal for self-employed journalists who heavily rely on e-mail communication. Here are some crucial advantages of using for your freelance journalism working with process:.
Instinctive Email Tracking and Company:.
allows you to track and arrange your e-mails easily, offering you a clear overview of your interactions with clients, leads, and collaborators.
You can develop customizable pipelines directly within your inbox, making it easy to monitor the development and handle of your jobs and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to visualize and handle your sales procedure from lead generation to job completion.
You can classify contacts, develop custom stages, set tips, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Partnership and Teamwork:.
helps with cooperation by permitting you to share pipelines and communicate with employee within the platform.
You can designate tasks, share essential emails, and team up in real-time, improving productivity and guaranteeing everyone stays on the same page.
‘s flexible workflow system enables you to customize your pipelines and automate recurring jobs.
You can develop design templates for common e-mail responses, schedule follow-ups, and established tips, conserving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, provides benefits in terms of coding and software application advancement. Here’s how:.
supplies a robust API and substantial designer documentation, making it easy to integrate with other tools and construct custom-made services.
This versatility allows self-employed journalists with coding skills to extend the performance of and tailor it to their particular needs.
Job Management for Software Application Advancement:.
‘s pipeline feature can be adapted to handle software application development tasks, from ideation to release.
You can create custom-made stages for different advancement phases, appoint jobs to staff member, and track progress efficiently.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and easy-to-use functions, decreasing the learning curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collaborative features that boost teamwork and interaction.
Developer-friendly API for combination and modification.
Cost-effective service for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation functions.
Dependence on Gmail for full performance, restricting compatibility with other email companies.
Contrast with HubSpot CRM:.
While deals substantial advantages for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more inexpensive service, particularly for freelancers and small companies.
HubSpot has a totally free variation, however advanced features need a higher-tier paid subscription.
Features and Intricacy:.
provides a more detailed suite of features, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, offering a structured experience.
Both and integrate with different third-party tools.
‘s seamless combination with Gmail is beneficial for users greatly reliant on e-mail interaction.
As an independent reporter, managing your hiring process and client relationships is paramount to your success. offers a inexpensive and intuitive option that perfectly incorporates with Gmail, enabling you to simplify 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 option for freelance reporters.
Whether you’re a author, editor, or content creator, can empower you to take control of your freelance journalism career by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.