As an experienced freelance reporter, I comprehend the challenges of handling jobs, tracking leads, and nurturing customer relationships. In this post, I will delve into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for novices hey men welcome back in this video I will be showing you how to utilize Streak Crm Webhooks for your client relations cooperation communication and much more so let’s enter it first of all you require to go to streak.com and you will arrive on this site right here now is a kind of CRM that we can contribute 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 actually fantastic and I’ll reveal you how to do that as a complete newbie it will help you tailor an ideal procedure for your team and you will have the ability to get your work done now let’s really enter the procedure now is available as an extension and it’s totally complimentary so when you get to the website you’ll get this option here which is contribute to Chrome and you’re.
going to select this one now it will take you to Chrome dot google.com extensions and this is our extension here click contribute to Chrome click ADD extension and your extension will be added okay it’s done and now it is adding 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 very 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 simply scroll down and click permit after adding this is what your Gmail will look like now you can see here in our basic you understand folders we are getting recently viewed all tracked e-mails and upgraded reply and then we have this brand-new choice which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this resembles our new control panel for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go develop a brand-new pipeline let’s actually do that you will click on new pipeline here and we have different alternatives firstly we have the stages so this is where you will select these phases for your pipeline and you can actually we have a lead gotten in touch with pitched demo working out close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last email last e-mail from lead Source top 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 phase you will click this Plus at the top and you will give your phase a name let’s state that you really wanted to create another um you know stage here for example let’s say I didn’t have no strings so I can create right here.
and you can provide it your color so we can really pick various colors for each of the stages but I think all of these are really already created so this is in fact pretty outstanding what I will do is I will really get rid of this one and if you feel like there is um I believe pitched and demo are kind of like the exact same thing we just go with the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s get rid of the demonstration here and after that we have working out with negotiating I can opt for 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 different fields that you desire so you will click this plus here and we have complimentary type a date check box fall General e-mail e-mail tracking task 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 out on and I’ll in fact rearrange and put the notes here alright email thread count close date fine company’s size offer size and Business size alright let’s eliminate the company size and I’m gon na really discover something else within the general where we have created by date created followers and more so I in fact want to go for the created.
by or maybe the fans since I want to track my team members 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 offered within streak is in fact one of the most convenient and one of the most uh you understand flexible out there it’s very easy to use with design templates we have jobs too within my task again if I didn’t want to go for these sales if I did with jobs then I can opt for the project phases right here and once again the fields the procedure is going to be similar you will select these phases from here on this plus button here and you can also provide it various various colors we also have business Dev here you can see then we have hiring so if you do hiring then this is going to be your stages job search investor fundraising others property support and custom-made So within our assistance you can see we have inbound assigned dealing with dealt with and sound this is actually respectable and we likewise have customized where I can actually start something from the scratch absolutely according to my company for me we simply 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 a staff member so I’m going to go with the shared one here and click on produce now it will just take a second for a street to develop a pipeline for me so you can see this really 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 stage or rename so as I proceed as I add different leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click on 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 just call it brand-new and click on get in so now you can see we have one lead developed let’s say that there is really closed one so I’m going to include one here let’s just for now let’s call it new I’m going to include another lead let’s call it brand-new 2 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 this way now you can see we have two leads then let’s say there was a gotten in touch with also there’s one negotiating so I’ll just merely click brand-new now when 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 developed and we have all of these different columns we have the fields that we created keep in mind and then we have welcome colleagues so from here I can invite the staff member we have add columns we have e-mails files and remarks you can switch to the emails and it will reveal you the e-mails that you got in files we can even publish files and after that 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.
attachments so this is how you produce a lead within your when you’re made with this you can actually click enter and it will be closed now it will show 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 contacted and something like this and this is where you will be getting your list we can select 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 at the top you will be able to see we have private choice we have these three dots where we can find these stages Integrations and automation this is among the essential ones click on this link and you’ll be able to actually incorporate um other apps within yourr transfer information for alerts for automations customized builds and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they really easily and create our CSV files likewise now I can switch to my various folders that we have here and I can develop a brand-new pipeline we can change to our easy Gmail really easily from here and it will also show me the e-mails that I will be receiving for my pipelines that I have actually created we will even have our combine emails now with our so this is the combine e-mail and with combine e-mail what occurs is I can really develop a follow-up e-mails and different storage e-mails here and we have active instructs so utilizing is actually easy you can get started totally free by simply 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 information of Streak, let me supply some context about my profession and how it relates to. As a self-employed journalist, I’ve worked with many clients, handled multiple projects at the same time, and preserved an extensive network of contacts. Balancing these responsibilities can be frustrating, and I recognized the requirement for a central system to simplify my operations.
In my mission for a solution, I explored numerous platforms but found them to be either too expensive or too intricate for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly integrates with Gmail, making it ideal for freelance journalists who heavily depend on e-mail communication. Here are some key benefits of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Company:.
allows you to track and arrange your emails effortlessly, providing you a clear overview of your interactions with clients, leads, and partners.
You can produce personalized pipelines directly within your inbox, making it easy to keep track of the progress and manage of your projects and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to imagine and handle your sales process from lead generation to job completion.
You can classify contacts, create customized phases, set pointers, and track interactions, making sure that no chance slips through the fractures.
Smooth Collaboration and Team Effort:.
helps with partnership by allowing you to share pipelines and interact with employee within the platform.
You can appoint tasks, share crucial e-mails, and team up in real-time, boosting productivity and ensuring everyone remains on the same page.
Adjustable Workflows:.
‘s flexible workflow system allows you to customize your pipelines and automate repetitive jobs.
You can produce templates for typical e-mail responses, schedule follow-ups, and set up pointers, conserving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, uses benefits in regards to coding and software application development. Here’s how:.
Developer-Friendly Combination:.
supplies a robust API and substantial designer documentation, making it easy to incorporate with other tools and build custom options.
This flexibility enables self-employed journalists with coding skills to extend the functionality of and tailor it to their particular needs.
Job Management for Software Application Advancement:.
‘s pipeline function can be adjusted to manage software development jobs, from ideation to deployment.
You can produce customized phases for various advancement stages, appoint tasks to staff member, and track progress efficiently.
Advantages and disadvantages of
Pros:.
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and easy-to-use features, decreasing the finding out curve.
Customizable pipelines and workflows to adjust to private requirements.
Collaborative features that boost teamwork and interaction.
Developer-friendly API for combination and customization.
Cost-effective solution for freelancers and small companies.
Cons:.
Restricted reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Reliance on Gmail for full performance, limiting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While deals considerable advantages for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
Expense:.
uses a more budget friendly service, especially for freelancers and small businesses.
HubSpot has a totally free variation, but advanced features require a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more thorough suite of features, consisting of sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Integration:.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is useful for users heavily reliant on e-mail interaction.
Conclusion:.
As a self-employed journalist, handling your hiring process and customer relationships is critical to your success. offers a user-friendly and budget friendly service that seamlessly integrates with Gmail, enabling you to improve your operations and concentrate on your craft. While it might not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, 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 profession by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.