As a skilled freelance journalist, I understand the difficulties of managing projects, tracking leads, and supporting customer relationships. In this short article, I will delve 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 utilize for newbies hey guys welcome back in this video I will be showing you how to use Crm Streak Colegios for your consumer relations partnership 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 website right here now is a type of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is actually amazing and I’ll show you how to do that as a total beginner it will help you personalize a perfect process for your group and you will be able to get your work done now let’s in fact get into the process now is offered as an extension and it’s entirely free so when you get to the website you’ll get this alternative here which is add to Chrome and you’re.
going to choose 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 okay 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 very same Gmail that you have actually added 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 enable after adding this is what your Gmail will look like now you can see here in our basic you know folders we are getting recently viewed all tracked e-mails and upgraded reply and then we have this 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 control panel for here I’ll have the ability to create 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 in fact 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 pick these phases for your pipeline and you can in fact we have actually a lead gotten in touch with pitched demo negotiating close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last email last email from lead Source top priority industry offer size company 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 on top and you will give your stage a name let’s state that you actually 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 give it your color so we can in fact select various colors for each of the stages but I think all of these are in fact already produced so this is actually quite excellent what I will do is I will actually get rid of this one and if you seem like there is um I think pitched and demo are sort of like the very same thing we just opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is in fact let’s get rid of the demo here and then we have negotiating 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 various fields that you desire so you will click this plus here and we have totally free type a date check box fall General e-mail e-mail tracking task calls and conferences so I do not 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 go with this one here this is the field that was in fact missing and I’ll in fact rearrange and put the notes here okay e-mail thread count close date okay company’s size offer size and Business size all right let’s get rid of the business size and I’m gon na in fact find something else within the basic where we have actually developed by date produced fans and more so I in fact wish to choose the developed.
by or perhaps the fans because I want to track my staff member 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 wanted for my pipeline now you can see there are a lot of alternatives readily available within streak is actually one of the simplest and among the most uh you understand versatile out there it’s very easy to use with design templates we have jobs too within my job again if I didn’t want to choose these sales if I did with tasks then I can opt for the project phases right here and once again the fields the procedure is going to be similar you will pick these stages from here on this plus button here and you can likewise give it different various colors we also have organization Dev here you can see then we have employing so if you do employing then this is going to be your stages job search investor fundraising others property assistance and custom-made So within our assistance you can see we have actually inbound appointed dealing with solved and sound this is actually pretty good and we also have custom where I can in fact start something from the scratch absolutely according to my organization for me we simply have the sales so I’m gon na go with the sales here and click on produce private or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click produce now it will simply take a 2nd for a street to create a pipeline for me so you can see this actually looks respectable now I will be able to include my Lead Series so you can actually click this drop down and we have manage phase or rename so as I proceed as I include different leads here what I I will do is I’ll just merely click and I’ll be able to add it click the top here include a box so click ADD box here and I’m going to add a box in the lead section here and let’s just call it new and click on get in so now you can see we have actually one lead developed let’s say that there is really 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 new 2 we can in fact 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 2 leads then let’s say there was a gotten in touch with as well there’s one working out so I’ll just simply click brand-new now once you develop a lead we can really click here and it will now open up the different fields that we added so this is a new Elite that I produced and we have all of these different columns we have the fields that we created remember and then we have invite teammates so from here I can invite the staff member we have include columns we have e-mails files and remarks you can change to the emails and it will show you the e-mails that you got in files we can even submit files and after that we have the remarks at the top here 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 once you’re made with this you can in fact click on enter 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 select different leads from here the stages and we can perform bulk actions such as deleting and sharing also uh another thing with srix on top you will be able to see we have personal option we have these 3 dots where we can discover these phases Integrations and automation this is among the crucial ones click here and you’ll be able to actually incorporate um other apps within yourr transfer information for alerts for automations custom constructs and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and develop our CSV files similarly now I can change to my various folders that we have here and I can create a brand-new pipeline we can change to our easy Gmail extremely quickly from here and it will also reveal me the emails that I will be getting for my pipelines that I have actually developed we will even have our merge emails now with our so this is the merge e-mail and with merge email what happens is I can actually develop a follow-up emails and different storage e-mails here and we have active instructs so utilizing is truly simple you can begin for free by just adding the integration and now you know how to use as a complete newbie do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me offer some context about my profession and how it relates to. As an independent journalist, I’ve dealt with numerous clients, managed numerous projects simultaneously, and maintained a substantial network of contacts. Juggling these obligations can be frustrating, and I recognized the need for a centralized system to streamline my operations.
In my quest for a solution, I checked out numerous platforms but found them to be either too intricate or too costly 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 seamlessly incorporates with Gmail, making it ideal for freelance reporters who greatly count on email communication. Here are some key benefits of using for your freelance journalism working with process:.
Instinctive Email Tracking and Company:.
allows you to track and arrange your e-mails easily, providing you a clear introduction of your communications with customers, leads, and partners.
You can produce personalized pipelines straight within your inbox, making it easy to keep track of the progress and manage of your assignments and jobs.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to picture and manage your sales procedure from lead generation to task completion.
You can classify contacts, produce custom-made stages, set pointers, and track interactions, making sure that no chance slips through the cracks.
Seamless Partnership and Teamwork:.
facilitates partnership by enabling you to share pipelines and communicate with employee within the platform.
You can appoint jobs, share essential emails, and team up in real-time, boosting performance and making sure everybody remains on the same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repeated tasks.
You can produce design templates for common e-mail reactions, schedule follow-ups, and set up pointers, saving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, provides advantages in terms of coding and software application development. Here’s how:.
offers a robust API and substantial developer documentation, making it easy to incorporate with other tools and construct custom services.
This versatility enables freelance reporters with coding skills to extend the functionality of and customize it to their particular needs.
Task Management for Software Advancement:.
‘s pipeline function can be adjusted to handle software application development jobs, from ideation to deployment.
You can create customized phases for various advancement stages, assign jobs to team members, and track development efficiently.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and easy-to-use functions, decreasing the discovering curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collaborative functions that improve teamwork and communication.
Developer-friendly API for combination and modification.
Cost-efficient service for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Reliance on Gmail for complete functionality, restricting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While offers considerable benefits for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
uses a more cost effective service, especially for freelancers and small companies.
HubSpot has a free variation, however advanced functions need a higher-tier paid subscription.
Features and Intricacy:.
supplies a more extensive suite of features, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, using a streamlined experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is useful for users greatly reliant on email communication.
As a freelance journalist, handling your hiring process and client relationships is paramount to your success. offers a user-friendly and cost effective option that perfectly incorporates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it might not have the sophisticated features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a material, writer, or editor creator, 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.