As a seasoned freelance reporter, I understand the obstacles of handling jobs, tracking leads, and supporting client relationships. In this article, I will dive into the advantages of using 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 beginners hey men invite back in this video I will be showing you how to use Streak Crm Vs Pipedrive for your client relations partnership interaction and far more so let’s get into it first off you need to go to streak.com and you will land on this website right here now is a sort of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is actually incredible and I’ll reveal you how to do that as a total novice it will help you customize a perfect procedure for your group and you will be able to get your work done now let’s actually enter the procedure now is available as an extension and it’s entirely complimentary so as soon as you get to the site you’ll get this choice 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 included 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 ensure 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 access and we’re gon na merely scroll down and click enable after adding this is what your Gmail will appear like now you can see here in our simple you know folders we are getting recently seen all tracked emails and upgraded reply and then we have this new choice 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 new control panel for here I’ll be able to produce 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 brand-new pipeline let’s really do that you will click new pipeline here and we have different alternatives first of all we have the stages so this is where you will choose these phases for your pipeline and you can actually we have a lead contacted pitched demonstration negotiating close phone closed uh you understand then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority market deal size company size close rate email thread count days and state and notes so if you want to add another phase you will click on this Plus at the top and you will provide your stage a name let’s say that you actually wanted to produce another um you know phase here for example let’s state I didn’t have no strings so I can produce right here.
and you can give it your color so we can actually select various colors for each of the stages however I think all of these are in fact already created so this is actually pretty 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 simply opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s eliminate the demo 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 different fields that you want so you will click on this plus here and we have complimentary kind a date check box fall General e-mail 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 go with this one here this is the field that was actually missing out on and I’ll in fact rearrange and put the notes here okay e-mail thread count close date fine company’s size deal size and Business size alright let’s eliminate the business size and I’m gon na really discover something else within the basic where we have actually developed by date developed fans and more so I actually want to choose the created.
by or perhaps the fans 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 some of the fields that I wanted for my pipeline now you can see there are a lot of alternatives available within streak is in fact among the easiest and one of the most uh you know versatile out there it’s extremely easy to use with templates we have jobs too within my task again if I didn’t wish to opt for these sales if I did with tasks then I can opt for the task stages right here and once again the fields the process is going to be comparable you will choose these phases from here on this plus button here and you can likewise offer it various different colors we likewise have business Dev here you can see then we have employing so if you do working with then this is going to be your stages job search investor fundraising others realty support and custom So within our assistance you can see we have incoming assigned working on solved and noise this is actually pretty good and we also have customized where I can in fact start something from the scratch totally according to my organization for me we simply have the sales so I’m gon na go with the sales here and click on create private or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click produce now it will just take a second for a street to produce a pipeline for me so you can see this in fact looks respectable now I will be able to include my Lead Series so you can actually click this fall and we have handle phase or relabel so as I continue as I include 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 ADD box here and I’m going to include a box in the lead area here and let’s just call it brand-new and click on get in so now you can see we have actually 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 brand-new 2 we can really 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 two leads then let’s say there was a contacted too there’s one negotiating so I’ll just merely click new now as soon as you create a lead we can in fact click here and it will now open the various fields that we added 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 remember and after that we have welcome teammates so from here I can welcome the team members we have add columns we have e-mails files and remarks 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 comments at the top here once again we have the call log we have our conference notes and we even have our.
accessories so this is how you produce a lead within your as soon as you’re made with this you can in fact click get in and it will be closed now it will reveal 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 contacted 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 as well uh one more thing with srix on top you will have the ability to see we have private choice we have these three dots where we can find these phases Integrations and automation this is among the important ones click here and you’ll have the ability to really integrate um other apps within yourr transfer information for alerts for automations custom-made constructs and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they very quickly and develop our CSV files likewise now I can change to my different folders that we have here and I can produce a brand-new pipeline we can switch to our easy Gmail very quickly from here and it will also reveal me the emails that I will be getting for my pipelines that I have produced we will even have our merge emails now with our so this is the merge email and with combine email what happens is I can in fact produce a follow-up emails and various storage e-mails here and we have active advises so using is truly simple you can get going for free by simply adding the integration and now you understand how to use as a total newbie don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me supply some context about my career and how it associates with. As a freelance journalist, I have actually worked with numerous customers, handled multiple projects concurrently, and kept an extensive network of contacts. Balancing these duties can be overwhelming, and I acknowledged the requirement for a central system to streamline my operations.
In my quest for an option, I explored various platforms but discovered them to be either too intricate or too expensive for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly incorporates with Gmail, making it ideal for self-employed reporters who heavily depend on email interaction. Here are some essential advantages of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Organization:.
enables you to track and arrange your emails easily, providing you a clear overview of your interactions with clients, leads, and partners.
You can produce personalized pipelines straight within your inbox, making it simple to handle and keep an eye on the progress of your jobs and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and manage your sales process from list building to task conclusion.
You can classify contacts, produce custom phases, set suggestions, and track interactions, ensuring that no opportunity slips through the fractures.
Smooth Cooperation and Teamwork:.
facilitates partnership by enabling you to share pipelines and communicate with employee within the platform.
You can designate jobs, share crucial e-mails, and collaborate in real-time, boosting productivity and ensuring everybody remains on the same page.
Customizable Workflows:.
‘s versatile workflow system enables you to personalize your pipelines and automate repeated jobs.
You can create design templates for common e-mail actions, schedule follow-ups, and set up pointers, conserving you valuable time and effort.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, provides benefits in regards to coding and software application advancement. Here’s how:.
Developer-Friendly Combination:.
supplies a robust API and substantial designer documents, making it easy to incorporate with other tools and build custom services.
This flexibility enables freelance reporters with coding skills to extend the functionality of and tailor it to their specific needs.
Project Management for Software Development:.
‘s pipeline feature can be adapted to manage software development jobs, from ideation to release.
You can develop custom-made phases for various development stages, designate jobs to employee, and track development efficiently.
Benefits and drawbacks of
Pros:.
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and easy-to-use features, reducing the finding out curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collective features that improve teamwork and communication.
Developer-friendly API for combination and customization.
Affordable option for freelancers and small businesses.
Cons:.
Limited reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for full performance, limiting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While offers substantial benefits for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
Expense:.
provides a more budget-friendly service, particularly for freelancers and small businesses.
HubSpot has a complimentary version, however advanced features need a higher-tier paid membership.
Features and Intricacy:.
offers a more thorough suite of features, including sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, providing a streamlined experience.
Combination:.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is beneficial for users greatly reliant on e-mail interaction.
Conclusion:.
As an independent journalist, managing your hiring procedure and client relationships is paramount to your success. offers a budget friendly and user-friendly option that flawlessly incorporates with Gmail, enabling you to improve your operations and concentrate on your craft. While it may not have the innovative functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, writer, or material creator, can empower you to take control of your freelance journalism career by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.