As an experienced freelance reporter, I understand the challenges of handling jobs, tracking leads, and nurturing client relationships. In this short article, I will dive into the benefits of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for newbies hey people welcome back in this video I will be revealing you how to utilize Asana Streak Crm for your client relations collaboration interaction and much more so let’s enter into it first of all you need to go to streak.com and you will land 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 Center and we can really turn our Gmail into a platform which is truly amazing and I’ll reveal you how to do that as a complete newbie it will assist you customize an ideal process for your group and you will be able to get your work done now let’s actually get into the process now is offered as an extension and it’s entirely free so when you get to the site you’ll get this alternative 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 on add to Chrome click on ADD extension and your extension will be added 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 sign in make certain to sign.
into the 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 simply scroll down and click on permit after including this is what your Gmail will appear like now you can see here in our easy you know folders we are getting just recently viewed all tracked emails and upgraded reply and then we have this brand-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 merges so you can see this resembles our new dashboard for here I’ll have the ability to create a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go produce a brand-new pipeline let’s really do that you will click on brand-new pipeline here and we have various alternatives first off we have the stages so this is where you will pick these stages for your pipeline and you can really we have a lead contacted pitched demo working out 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 email from lead Source priority industry offer size company size close rate email thread count days and state and keeps in mind so if you want to add another phase you will click on this Plus at the top and you will give your phase a name let’s say that you really wished to produce another um you understand stage here for example let’s state I didn’t have no strings so I can develop right here.
and you can offer it your color so we can actually select various colors for each of the stages however I think all of these are really already developed so this is actually quite remarkable what I will do is I will in fact get rid of this one and if you seem like there is um I believe pitched and demonstration are kind of like the same thing we simply go with the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s get rid of the demo here and after that 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 different fields that you desire so you will click on this plus here and we have totally free form a date check box drop down General e-mail email tracking job calls and conferences so I don’t 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 actually rearrange and put the notes here all right email thread count close date alright company’s size offer size and Company size fine let’s get rid of the business size and I’m gon na actually discover something else within the general where we have actually developed by date produced followers and more so I in fact wish to go for the created.
by or perhaps the followers because I wish to keep track of my staff member that are really following this so I will you know 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 great deal of choices available within streak is actually among the simplest and one of the most uh you understand versatile out there it’s extremely easy to use with templates we have projects too within my task again if I didn’t want to choose these sales if I did with jobs then I can choose the task stages right here and again the fields the process is going to be comparable you will choose these stages from here on this plus button here and you can also offer it various different colors we also 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 financier fundraising others real estate assistance and custom So within our assistance you can see we have actually inbound assigned dealing with solved and sound this is in fact pretty good and we also have custom where I can really start something from the scratch absolutely according to my service for me we just have the sales so I’m gon na opt for the sales here and click create personal 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 create now it will simply take a 2nd for a street to develop a pipeline for me so you can see this actually looks pretty good now I will be able to include my Lead Series so you can in fact click on this fall and we have manage phase or relabel so as I continue as I add various leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click on the top here include a box so click ADD box here and I’m going to add a box in the lead area here and let’s simply call it 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 brand-new I’m going to add another lead let’s call it brand-new two we can really open this up in a brand-new tab from here too but 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 contacted too there’s one working out so I’ll just merely click new now as soon as 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 created and we have all of these different columns we have the fields that we created 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 e-mails files and remarks you can switch to the emails and it will reveal you the emails that you got in files we can even publish files and then we have the comments at the top here once again we have the call log we have our meeting notes and we even have our.
accessories so this is how you create a lead within your when you’re finished 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 two leads one gotten in touch with and something like this and this is where you will be getting your list we can select different leads from here the stages and we can carry out bulk actions such as erasing and sharing also uh another thing with srix at the top you will have the ability to see we have private option we have these three dots where we can find these phases Integrations and automation this is one of the crucial ones click here and you’ll be able to really incorporate um other apps within yourr transfer information for notifications for automations custom-made develops and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they very quickly and create 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 change to our simple Gmail really quickly from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have produced we will even have our merge e-mails now with our so this is the merge email and with merge email what takes place is I can really produce a follow-up e-mails and different storage emails here and we have active advises so using is actually easy you can begin for free by simply adding the integration and now you know how to use as a complete novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me provide some context about my career and how it connects to. As a self-employed reporter, I have actually dealt with many clients, managed several projects simultaneously, and preserved a comprehensive network of contacts. Balancing these responsibilities can be frustrating, and I acknowledged the requirement for a centralized system to simplify my operations.
In my quest for a service, I explored different platforms but found them to be either too complex or too costly for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly integrates with Gmail, making it ideal for freelance reporters who greatly rely on e-mail communication. Here are some crucial advantages of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Organization:.
allows you to track and organize your e-mails effortlessly, offering you a clear introduction of your interactions with customers, leads, and partners.
You can create customizable pipelines straight within your inbox, making it simple to handle and keep an eye on the development of your projects and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to visualize and handle your sales procedure from list building to job conclusion.
You can classify contacts, create custom-made phases, set tips, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Partnership and Team Effort:.
assists in cooperation by allowing you to share pipelines and interact with employee within the platform.
You can assign jobs, share essential emails, and work together in real-time, enhancing productivity and making sure everyone remains on the very same page.
‘s versatile workflow system allows you to tailor your pipelines and automate recurring jobs.
You can create design templates for typical e-mail reactions, schedule follow-ups, and established reminders, conserving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, uses benefits in regards to coding and software development. Here’s how:.
provides a robust API and extensive developer documentation, making it easy to incorporate with other tools and develop custom-made solutions.
This versatility permits self-employed journalists with coding skills to extend the performance of and customize it to their particular requirements.
Job Management for Software Advancement:.
‘s pipeline function can be adapted to handle software development jobs, from ideation to deployment.
You can create custom-made phases for different advancement stages, appoint tasks to employee, and track progress efficiently.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive user interface and user friendly features, lessening the learning curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collective functions that improve team effort and interaction.
Developer-friendly API for combination and modification.
Affordable option for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for full functionality, limiting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While offers substantial benefits for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more economical solution, especially for freelancers and small businesses.
HubSpot has a complimentary version, but advanced functions need a higher-tier paid subscription.
Functions and Intricacy:.
offers a more thorough suite of functions, consisting of sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, offering a streamlined experience.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is helpful for users greatly reliant on email interaction.
As a self-employed reporter, handling your hiring procedure and client relationships is vital to your success. deals a budget-friendly and intuitive solution that effortlessly integrates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it may not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a writer, editor, or content developer, can empower you to take control of your freelance journalism profession by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.