As an experienced freelance reporter, I understand the obstacles of handling jobs, tracking leads, and supporting client relationships. In this post, I will delve into the benefits of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for novices hey men invite back in this video I will be revealing you how to use Rebecca Moore Crm Migrations Ramoore Streak for your consumer relations collaboration interaction 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 type of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is actually incredible and I’ll reveal you how to do that as a total newbie it will help you customize an ideal procedure for your group and you will be able to get your work done now let’s really enter the procedure now is available as an extension and it’s totally totally free so once you get to the website you’ll get this choice 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 add to Chrome click on ADD extension and your extension will be added 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 merely check in make sure to sign.
into the exact same Gmail that you have added the uh you know streak to now it will ask you for your access and we’re gon na just scroll down and click permit after including this is what your Gmail will appear like now you can see here in our simple you know folders we are getting recently seen all tracked emails and upgraded reply and then we have this 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 merges so you can see this resembles our brand-new control panel for here I’ll have the ability to create 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 create a new pipeline let’s actually do that you will click new pipeline here and we have different choices first of all 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 called pitched demo negotiating close phone closed uh you understand 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 market deal size business size close rate e-mail thread count days and state and keeps in mind so if you want to add another stage you will click this Plus on top and you will give your stage a name let’s state that you in fact wished to create another um you know stage here for instance 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 in fact pick various colors for each of the stages however I think all of these are actually currently produced so this is actually quite impressive what I will do is I will in fact 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 choose 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 demonstration here and after that we have negotiating with negotiating I can go with 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 want so you will click on this plus here and we have free form a date check box drop down General e-mail e-mail 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 opt for this one here this is the field that was in fact missing and I’ll really reorganize and put the notes here alright e-mail thread count close date fine company’s size offer size and Company size fine let’s eliminate the business size and I’m gon na really find something else within the general where we have produced by date developed fans and more so I in fact wish to go for the developed.
by or maybe the followers because I want to track my team members that are actually 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 great deal of options readily available within streak is in fact among the simplest and among the most uh you know flexible out there it’s extremely easy to use with templates we have projects too within my task again if I didn’t wish to go for these sales if I did with projects then I can choose the job phases right here and once again the fields the process is going to be similar you will select these phases from here on this plus button here and you can also provide it different different colors we also have company Dev here you can see then we have hiring so if you do employing then this is going to be your stages task search investor fundraising others realty support and custom So within our support you can see we have actually incoming appointed working on fixed and sound this is in fact respectable and we likewise have custom-made where I can really start something from the scratch completely according to my business for me we simply have the sales so I’m gon na opt for the sales here and click on develop personal 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 create 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 include my Lead Series so you can actually click this fall and we have handle stage or relabel so as I continue as I include 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 add a box so click on ADD box here and I’m going to add a box in the lead section here and let’s simply call it brand-new and click on enter so now you can see we have one lead produced 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 brand-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 just gon na work by doing this now you can see we have two leads then let’s say there was a contacted also there’s one negotiating so I’ll just merely click on brand-new now as soon as you produce a lead we can in fact click here and it will now open up the various fields that we included so this is a new Elite that I developed and we have all of these various columns we have the fields that we produced remember and after that we have invite colleagues so from here I can invite the employee we have include columns we have emails files and remarks you can switch to the e-mails and it will show you the emails that you got in files we can even submit files and then we have the remarks at the top here again we have the call log we have our meeting notes and we even have our.
attachments so this is how you produce a lead within your once you’re done with this you can really click on go into and it will be closed now it will reveal you something like this we have all of our data collected here and at the top we’re getting our account such as two leads one called and something like this and this is where you will be getting your list we can choose various leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh one more thing with srix on top you will be able to see we have private choice we have these three dots where we can find these stages Combinations and automation this is one of the essential ones click on this link and you’ll be able to in fact incorporate um other apps within yourr transfer data for notices for automations custom-made builds and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely quickly and produce our CSV files similarly now I can switch 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 produced we will even have our merge emails now with our so this is the combine email and with combine e-mail what takes place is I can actually produce a follow-up e-mails and various storage e-mails here and we have active instructs so using is really simple you can start free of charge by simply adding the integration and now you know how to use as a total beginner don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information 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 customers, managed numerous projects simultaneously, and maintained a comprehensive network of contacts. Balancing these obligations can be overwhelming, and I recognized the need for a central system to streamline my operations.
In my quest for a service, I explored various platforms but discovered them to be either too intricate or too pricey for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly incorporates with Gmail, making it perfect for self-employed reporters who greatly rely on email communication. Here are some crucial advantages of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Company:.
enables you to track and organize your e-mails easily, providing you a clear summary of your interactions with clients, leads, and collaborators.
You can produce adjustable pipelines directly within your inbox, making it simple to manage and keep an eye on the progress of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and manage your sales process from lead generation to task conclusion.
You can categorize contacts, create custom stages, set reminders, and track interactions, ensuring that no opportunity slips through the cracks.
Smooth Collaboration and Team Effort:.
facilitates collaboration by enabling you to share pipelines and interact with staff member within the platform.
You can assign tasks, share essential e-mails, and collaborate in real-time, improving performance and guaranteeing everyone stays on the same page.
‘s versatile workflow system enables you to customize your pipelines and automate repeated jobs.
You can create design templates for typical e-mail responses, schedule follow-ups, and established tips, conserving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in independent journalism, provides benefits in terms of coding and software development. Here’s how:.
supplies a robust API and comprehensive developer documentation, making it easy to incorporate with other tools and construct custom-made services.
This flexibility allows independent reporters with coding abilities to extend the performance of and tailor it to their particular requirements.
Task Management for Software Advancement:.
‘s pipeline feature can be adapted to manage software advancement tasks, from ideation to deployment.
You can create custom-made phases for different advancement stages, assign tasks to staff member, and track progress efficiently.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
User-friendly interface and easy-to-use functions, minimizing the finding out curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collaborative features that enhance team effort and interaction.
Developer-friendly API for combination and personalization.
Cost-effective solution for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for full functionality, restricting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While deals considerable benefits for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
provides a more inexpensive option, especially for freelancers and small companies.
HubSpot has a complimentary version, but advanced functions need a higher-tier paid membership.
Functions and Intricacy:.
provides a more thorough suite of functions, including sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, offering a structured experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is beneficial for users greatly reliant on email communication.
As an independent reporter, managing your hiring process and customer relationships is paramount to your success. deals a user-friendly and budget friendly service that seamlessly incorporates with Gmail, allowing 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, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a author, content, or editor developer, can empower you to take control of your freelance journalism profession by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.