As a seasoned freelance reporter, I understand the challenges of handling projects, tracking leads, and nurturing customer relationships. In this post, I will delve into the benefits of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for novices hey people welcome back in this video I will be showing you how to utilize Streak Crm Pricing for your consumer relations partnership communication and much more so let’s get into it first of all you need to go to streak.com and you will arrive at this website right here now is a sort of CRM that we can add to our simple Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is actually fantastic and I’ll reveal you how to do that as a total newbie it will assist you tailor a best procedure for your group and you will be able to get your work done now let’s really enter the procedure now is available as an extension and it’s completely free so once you get to the website 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 sign in make sure to sign.
into the exact same Gmail that you have actually included the uh you understand streak to now it will ask you for your gain access to and we’re gon na just 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 recently viewed all tracked emails and upgraded reply and after that we have this new option which is the pipeline so if I click 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 control panel for here I’ll be able to produce a brand-new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go create a new pipeline let’s actually do that you will click new pipeline here and we have various choices first off we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have actually a lead gotten in touch with pitched demonstration negotiating close phone closed uh you know then we have nurturing all right 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 e-mail thread count days and state and notes so if you want to add another stage you will click this Plus on top and you will give your stage a name let’s state that you actually wished to create another um you know stage here for example 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 actually pick various colors for each of the stages but I believe all of these are in fact currently created so this is in fact quite outstanding 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 demonstration are kind of like the very same thing we simply opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s get rid of the demonstration here and then we have negotiating with negotiating I can opt for 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 different fields that you desire so you will click this plus here and we have complimentary type a date check box fall General email 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 actually missing out on and I’ll really reorganize and put the notes here all right e-mail thread count close date alright business’s size offer size and Company size all right let’s eliminate the business size and I’m gon na in fact find something else within the general where we have produced by date created fans and more so I really want to opt for the created.
by or perhaps the followers since I wish to keep track of my employee that are really following this so I will you understand put it right here now these are the a few of the fields that I desired for my pipeline now you can see there are a lot of choices readily available within streak is actually one of the most convenient and among the most uh you know versatile out there it’s very easy to use with design templates we have tasks too within my project again if I didn’t want to go for these sales if I finished with tasks 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 phases from here on this plus button here and you can likewise offer it different 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 property assistance and custom-made So within our assistance you can see we have incoming appointed dealing with resolved and sound this is in fact pretty good and we also have custom where I can actually start something from the scratch totally according to my company for me we simply have the sales so I’m gon na opt for the sales here and click on create personal 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 produce 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 actually click on this drop down and we have handle phase or rename so as I continue as I include various leads here what I I will do is I’ll just merely click and I’ll have the ability to include it click the top here add a box so click ADD box here and I’m going to include a box in the lead area here and let’s simply call it new and click go into 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 brand-new I’m going to include another lead let’s call it new 2 we can in fact open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work in this manner now you can see we have two leads then let’s say there was a gotten in touch with also there’s one working out so I’ll just simply click new now when 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 developed remember and after that we have welcome colleagues so from here I can invite the employee we have include columns we have emails files and comments you can change to the emails and it will reveal you the emails that you got in files we can even upload files and after that we have the remarks at the top here again we have the call log we have our meeting notes and we even have our.
attachments so this is how you create a lead within your as soon as you’re made 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 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 deleting and sharing also 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 discover these stages Combinations and automation this is among the essential ones click on this link and you’ll be able to in fact incorporate um other apps within yourr transfer data for alerts for automations custom-made constructs and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they extremely quickly and develop our CSV files likewise now I can change to my various folders that we have here and I can produce a brand-new pipeline we can switch to our basic Gmail very quickly from here and it will likewise show me the emails that I will be getting for my pipelines that I have created we will even have our combine e-mails now with our so this is the merge email and with combine email what takes place is I can really produce a follow-up e-mails and different storage emails here and we have active instructs so utilizing is really simple you can begin for free by simply including the integration and now you understand how to use as a complete novice do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me provide some context about my profession and how it associates with. As a self-employed journalist, I’ve worked with many clients, handled several projects simultaneously, and maintained a substantial network of contacts. Balancing these obligations can be overwhelming, and I acknowledged the requirement for a central system to simplify my operations.
In my quest for an option, I checked out different platforms however discovered them to be either too complex or too pricey for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly incorporates with Gmail, making it perfect for independent reporters who greatly rely on e-mail interaction. Here are some key benefits of using for your freelance journalism working with process:.
Instinctive Email Tracking and Organization:.
permits you to track and arrange your e-mails effortlessly, giving you a clear introduction of your interactions with clients, leads, and collaborators.
You can develop adjustable pipelines directly within your inbox, making it easy to handle and keep an eye on the development of your projects and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to picture and handle your sales process from list building to task completion.
You can classify contacts, create customized phases, set pointers, and track interactions, guaranteeing that no chance slips through the fractures.
Seamless Cooperation and Team Effort:.
facilitates partnership by permitting you to share pipelines and communicate with employee within the platform.
You can appoint tasks, share essential e-mails, and team up in real-time, improving efficiency and ensuring everybody stays on the exact same page.
‘s versatile workflow system allows you to personalize your pipelines and automate recurring tasks.
You can produce templates for common email responses, schedule follow-ups, and set up suggestions, conserving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, provides advantages in terms of coding and software application advancement. Here’s how:.
supplies a robust API and substantial developer documentation, making it simple to integrate with other tools and build custom options.
This flexibility permits freelance reporters with coding skills to extend the functionality of and customize it to their particular needs.
Project Management for Software Application Development:.
‘s pipeline function can be adapted to manage software advancement jobs, from ideation to implementation.
You can create custom stages for various advancement phases, designate jobs to staff member, and track development efficiently.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly user interface and easy-to-use features, minimizing the learning curve.
Personalized pipelines and workflows to adapt to private requirements.
Collaborative functions that improve teamwork and interaction.
Developer-friendly API for integration and personalization.
Affordable solution for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for full performance, restricting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While deals considerable advantages for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more cost effective service, specifically for freelancers and small companies.
HubSpot has a totally free variation, however advanced features require a higher-tier paid subscription.
Features and Complexity:.
offers a more extensive suite of functions, consisting of sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Both and incorporate with various third-party tools.
‘s smooth combination with Gmail is beneficial for users heavily reliant on e-mail communication.
As a freelance journalist, managing your hiring procedure and client relationships is paramount to your success. offers a budget friendly and user-friendly solution that perfectly integrates with Gmail, enabling you to improve your operations and focus on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re an editor, content, or writer 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 ventures.