As an experienced freelance reporter, I understand the obstacles of managing jobs, tracking leads, and supporting customer relationships. In this short article, I will delve into the advantages of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey guys welcome back in this video I will be revealing you how to utilize Streak How To Use Crm for your client relations collaboration interaction and a lot more so let’s enter into it to start with 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 basic Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is really amazing and I’ll reveal you how to do that as a complete novice it will help you tailor an ideal procedure for your group and you will be able to get your work done now let’s really get into the process now is readily available as an extension and it’s totally free so when you get to the site you’ll get this choice here which is contribute 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 add to Chrome click 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 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 simply scroll down and click allow 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 e-mails and updated reply and then we have this brand-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 resembles our new dashboard for here I’ll have the ability to develop a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go create a brand-new pipeline let’s in fact do that you will click on brand-new pipeline here and we have different alternatives first off we have the stages so this is where you will choose these stages for your pipeline and you can actually we have actually a lead gotten in touch with pitched demonstration negotiating close phone closed uh you understand then we have nurturing alright then we have Fields so in fields we have a date of last e-mail last email from lead Source priority industry deal size business size close rate email thread count days and state and notes so if you wish to include another phase you will click this Plus at the top and you will offer your stage a name let’s say that you in fact wished to create another um you understand phase here for example let’s say I didn’t have no strings so I can develop right here.
and you can provide it your color so we can actually choose different colors for each of the stages however I believe all of these are actually already produced so this is actually quite excellent what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demonstration are type of like the same thing we simply go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s get rid of the demo here and then we have working out 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 various fields that you desire so you will click on this plus here and we have free kind a date check box fall General e-mail e-mail 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 opt for this one here this is the field that was really missing out on and I’ll really reorganize and put the notes here alright email thread count close date all right business’s size deal size and Company size fine let’s eliminate the business size and I’m gon na actually discover something else within the general where we have developed by date produced fans and more so I in fact wish to choose the developed.
by or possibly the fans since I wish to monitor my team members that are in fact following this so I will you know 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 choices available within streak is really among the easiest and among the most uh you know flexible out there it’s really easy to use with design templates we have tasks too within my project once again if I didn’t want to go for these sales if I did with projects then I can opt for the project stages right here and again the fields the procedure is going to be comparable you will choose these phases from here on this plus button here and you can likewise provide it various different colors we also have company Dev here you can see then we have working with so if you do employing then this is going to be your stages task search financier fundraising others real estate support and customized So within our assistance you can see we have inbound designated working on dealt with and noise this is actually respectable and we also have custom where I can really start something from the scratch totally according to my company for me we just have the sales so I’m gon na opt for the sales here and click produce private or.
shared so I will be sharing this with a staff member so I’m going to opt for the shared one here and click on create now it will just take a 2nd for a street to create a pipeline for me so you can see this really looks respectable now I will be able to add my Lead Series so you can really click this drop down and we have handle stage or rename so as I continue as I include different leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click the top here include a box so click ADD box here and I’m going to include a box in the lead section here and let’s simply call it new and click enter so now you can see we have one lead created let’s say that there is actually closed one so I’m going to add 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 two 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 this way now you can see we have 2 leads then let’s state there was a gotten in touch with too there’s one negotiating so I’ll just simply click on brand-new now when you create a lead we can really click on this link and it will now open the different fields that we added so this is a brand-new Elite that I developed 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 welcome the employee we have add columns we have e-mails files and comments you can switch to the e-mails and it will reveal you the e-mails that you got in files we can even upload 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.
attachments so this is how you create a lead within your when you’re made with this you can in fact click enter and it will be closed now it will reveal you something like this we have all of our information collected 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 different leads from here the stages and we can carry out bulk actions such as deleting and sharing too uh another thing with srix at the top you will have the ability to see we have private alternative we have these three dots where we can discover these stages Combinations and automation this is among the important ones click on this link and you’ll be able to actually integrate um other apps within yourr transfer information for notifications for automations customized constructs and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they very easily and develop our CSV files similarly now I can change to my various folders that we have here and I can create a new pipeline we can switch to our basic Gmail really easily from here and it will also show me the emails that I will be receiving for my pipelines that I have created we will even have our combine emails now with our so this is the combine email and with combine e-mail what takes place is I can in fact create a follow-up e-mails and different storage emails here and we have active instructs so utilizing is actually simple you can begin totally free by just including the combination and now you understand how to use as a total newbie do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me provide some context about my profession and how it connects to. As a self-employed journalist, I’ve dealt with numerous clients, handled multiple projects all at once, and maintained a substantial network of contacts. Juggling these obligations can be frustrating, and I recognized the requirement for a central system to improve my operations.
In my quest for an option, I explored different platforms however discovered them to be either too pricey or too intricate for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly incorporates with Gmail, making it ideal for self-employed journalists who greatly count on e-mail interaction. Here are some key advantages of using for your freelance journalism employing process:.
Instinctive Email Tracking and Organization:.
allows you to track and arrange your e-mails effortlessly, providing you a clear summary of your communications with clients, leads, and collaborators.
You can develop personalized pipelines directly within your inbox, making it simple to keep an eye on the development and handle of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to visualize and handle your sales procedure from list building to job conclusion.
You can categorize contacts, create customized phases, set reminders, and track interactions, ensuring that no opportunity slips through the fractures.
Seamless Collaboration and Teamwork:.
assists in cooperation by permitting you to share pipelines and interact with staff member within the platform.
You can designate tasks, share important e-mails, and team up in real-time, boosting efficiency and guaranteeing everybody remains on the very same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repetitive tasks.
You can produce templates for common e-mail actions, schedule follow-ups, and set up tips, saving you valuable time and effort.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, offers advantages in regards to coding and software development. Here’s how:.
provides a robust API and extensive developer documentation, making it simple to integrate with other tools and develop customized services.
This versatility allows self-employed journalists with coding skills to extend the functionality of and tailor it to their particular needs.
Job Management for Software Application Development:.
‘s pipeline feature can be adapted to manage software advancement tasks, from ideation to release.
You can create custom stages for different advancement phases, designate jobs to team members, and track progress effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
User-friendly user interface and easy-to-use features, minimizing the finding out curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collaborative functions that enhance teamwork and communication.
Developer-friendly API for integration and customization.
Cost-effective option for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation functions.
Reliance on Gmail for full functionality, restricting compatibility with other email providers.
Contrast with HubSpot CRM:.
While offers substantial advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more inexpensive service, particularly for freelancers and small businesses.
HubSpot has a free variation, however advanced functions require a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more thorough suite of functions, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, offering a structured experience.
Both and integrate with numerous third-party tools.
‘s seamless integration with Gmail is beneficial for users heavily reliant on e-mail communication.
As a freelance journalist, handling your hiring procedure and customer relationships is critical to your success. offers a instinctive and budget friendly solution that effortlessly incorporates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it might not have the advanced functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re an editor, material, or author developer, can empower you to take control of your freelance journalism career by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.