As a seasoned freelance journalist, I understand the difficulties of handling projects, tracking leads, and nurturing client relationships. In this post, I will dig into the benefits of utilizing for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for newbies hey guys welcome back in this video I will be revealing you how to utilize Streak Free Crm Sign Up for your client relations cooperation communication and far more so let’s get into it to start with you need to go to streak.com and you will arrive on this site right here now is a type of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is truly incredible and I’ll show you how to do that as a total newbie it will assist you customize an ideal procedure for your team and you will have the ability to get your work done now let’s in fact enter the procedure now is offered as an extension and it’s totally totally free so as soon as you get to the website you’ll get this option here which is add 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 on ADD extension and your extension will be included fine 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 simply check in make sure to sign.
into the same Gmail that you have included the uh you understand streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click on permit after including this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting recently seen all tracked e-mails and updated reply and after that 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 brand-new control panel for here I’ll be able to create a brand-new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go develop a new pipeline let’s in fact do that you will click on brand-new pipeline here and we have various options to start with we have the stages so this is where you will pick these phases for your pipeline and you can actually we have a lead contacted pitched demo negotiating close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last email last email 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 stage you will click this Plus at the top and you will give your phase 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 produce right here.
and you can provide it your color so we can actually choose various colors for each of the stages however I believe all of these are actually already produced so this is in fact quite excellent what I will do is I will really eliminate this one and if you feel like there is um I think pitched and demo are sort of like the same thing we just opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s eliminate the demonstration 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 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 totally free kind a date check box drop down General email email tracking job 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 choose this one here this is the field that was in fact missing and I’ll actually reorganize and put the notes here alright email thread count close date fine company’s size offer size and Business size okay let’s get rid of the business size and I’m gon na actually find something else within the general where we have actually developed by date produced fans and more so I in fact want to choose the created.
by or perhaps the followers because I wish to monitor my employee that are in fact following this so I will you understand put it right here now these are the some 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 among the easiest and one of the most uh you understand flexible out there it’s really easy to use with design templates we have jobs too within my project again if I didn’t want to opt 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 stages from here on this plus button here and you can also offer it various different colors we also have service Dev here you can see then we have hiring so if you do employing then this is going to be your phases task search financier fundraising others property assistance and custom So within our support you can see we have inbound designated working on solved and noise this is really pretty good and we likewise have custom-made where I can really start something from the scratch totally according to my service for me we just have the sales so I’m gon na go with the sales here and click produce personal or.
shared so I will be sharing this with a team 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 create a pipeline for me so you can see this really looks pretty good now I will have the ability to include my Lead Series so you can really click this drop down and we have handle phase or rename so as I continue as I add different leads here what I I will do is I’ll just merely click and I’ll be able 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 brand-new and click get in so now you can see we have one lead created let’s state that there is in fact 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 2 we can really open this up in a brand-new tab from here too however I’m just for now I’m just gon na work in this manner now you can see we have two leads then let’s state there was a called too there’s one negotiating so I’ll just simply click new now when you create a lead we can actually click here and it will now open the different fields that we included so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we produced keep in mind and after that we have invite colleagues so from here I can invite the staff member we have add columns we have emails files and remarks you can switch 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 conference notes and we even have our.
accessories so this is how you create a lead within your as soon as you’re made with this you can really click on get in and it will be closed now it will show you something like this we have all of our information 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 pick different leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh one more thing with srix at the top you will be able to see we have personal option we have these three dots where we can discover these stages Integrations and automation this is one of the essential ones click here and you’ll be able to actually integrate um other apps within yourr transfer information for notices for automations custom 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 create our CSV files similarly now I can change to my various folders that we have here and I can produce a new pipeline we can change to our simple Gmail extremely quickly from here and it will likewise reveal me the emails 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 email and with combine email what takes place is I can actually develop a follow-up e-mails and different storage emails here and we have active instructs so utilizing is actually simple you can get going totally free by just including the combination and now you know how to use as a total newbie don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it relates to. As an independent reporter, I have actually dealt with many customers, managed numerous tasks all at once, and preserved a substantial network of contacts. Juggling these obligations can be overwhelming, and I acknowledged the requirement for a central system to enhance my operations.
In my mission for a service, I checked out various platforms but found 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.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly incorporates with Gmail, making it ideal for freelance journalists who greatly depend on email interaction. Here are some key benefits of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Company:.
enables you to track and organize your emails easily, offering you a clear summary of your interactions with clients, leads, and partners.
You can produce customizable pipelines straight within your inbox, making it simple to keep an eye on the development and manage of your projects and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to imagine and handle your sales process from lead generation to task completion.
You can classify contacts, produce custom stages, set suggestions, and track interactions, guaranteeing that no chance slips through the cracks.
Seamless Collaboration and Team Effort:.
helps with cooperation by permitting you to share pipelines and interact with staff member within the platform.
You can designate tasks, share crucial emails, and team up in real-time, enhancing performance and guaranteeing everyone remains on the exact same page.
‘s flexible workflow system allows you to personalize your pipelines and automate recurring tasks.
You can create templates for typical email reactions, schedule follow-ups, and set up suggestions, conserving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, offers advantages in terms of coding and software advancement. Here’s how:.
supplies a robust API and extensive designer documentation, making it simple to incorporate with other tools and construct customized options.
This versatility permits self-employed reporters with coding abilities to extend the functionality of and customize it to their specific requirements.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adapted to handle software advancement jobs, from ideation to implementation.
You can produce custom phases for various development stages, designate jobs to employee, and track progress effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive user interface and easy-to-use functions, reducing the learning curve.
Customizable pipelines and workflows to adjust to private requirements.
Collective features that enhance teamwork and interaction.
Developer-friendly API for combination and modification.
Cost-effective solution for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation functions.
Reliance on Gmail for complete functionality, limiting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more budget-friendly solution, especially for freelancers and small companies.
HubSpot has a free variation, but advanced functions need a higher-tier paid subscription.
Features and Complexity:.
supplies a more comprehensive suite of features, including advanced marketing automation and analytics.
focuses on simpleness and ease of use, offering a structured experience.
Both and integrate with different third-party tools.
‘s seamless integration with Gmail is helpful for users greatly reliant on email interaction.
As a self-employed journalist, handling your hiring process and client relationships is paramount to your success. offers a budget friendly and intuitive option that perfectly integrates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it might not have the innovative features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a material, editor, or writer creator, can empower you to take control of your freelance journalism profession by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.