As a skilled freelance reporter, I understand the challenges of managing projects, tracking leads, and nurturing client relationships. In this post, I will dive into the benefits of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for novices hey people invite back in this video I will be revealing you how to utilize Sales Crm Streak Crm for your client relations partnership communication 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 type of CRM that we can add to our basic Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is really fantastic and I’ll reveal you how to do that as a complete novice it will help you tailor a perfect procedure for your group and you will have the ability to get your work done now let’s in fact enter into the procedure now is offered as an extension and it’s entirely free so as soon as you get to the site you’ll get this option here which is add 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 on ADD extension and your extension will be added alright it’s done and now it is adding 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 make sure to sign.
into the exact same Gmail that you have actually included the uh you understand streak to now it will ask you for your gain access to and we’re gon na just 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 understand folders we are getting just recently seen all tracked emails and updated reply and after that we have this brand-new alternative 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 is like our brand-new control panel for here I’ll be able 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 develop a brand-new pipeline let’s actually do that you will click on new pipeline here and we have various alternatives firstly we have the stages so this is where you will pick these stages for your pipeline and you can actually we have actually a lead gotten in touch with pitched demo negotiating close phone closed uh you know then we have supporting alright then we have Fields so in fields we have a date of last e-mail last email from lead Source priority market deal size company size close rate e-mail thread count days and state and keeps in mind 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 state that you in fact wished to create another um you know phase here for example let’s say I didn’t have no strings so I can create right here.
and you can provide it your color so we can actually pick various colors for each of the stages however I think all of these are in fact currently developed so this is really pretty impressive what I will do is I will actually eliminate this one and if you seem like there is um I think pitched and demonstration are kind of like the exact same thing we just choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s get rid of the demo 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 stages 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 complimentary kind a date check box fall General e-mail e-mail tracking job calls and conferences so I do not 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 choose this one here this is the field that was in fact missing out on and I’ll in fact rearrange and put the notes here okay e-mail thread count close date fine business’s size offer size and Business size okay let’s eliminate the business size and I’m gon na actually discover something else within the basic where we have created by date developed followers and more so I in fact wish to go for the developed.
by or perhaps the followers because I wish to track my employee that are in fact following this so I will you know put it right here now these are the a few of the fields that I desired for my pipeline now you can see there are a great deal of choices offered within streak is actually among the simplest and one of the most uh you understand flexible out there it’s extremely easy to use with templates we have tasks too within my project once again if I didn’t wish to opt for 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 select these phases from here on this plus button here and you can likewise offer it different different colors we likewise have company Dev here you can see then we have employing so if you do working with then this is going to be your phases task search financier fundraising others real estate assistance and custom So within our support you can see we have actually incoming designated dealing with resolved and sound this is in fact respectable and we also have customized where I can actually start something from the scratch totally according to my business for me we simply have the sales so I’m gon na opt for the sales here and click on produce personal or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click on create now it will just take a 2nd for a street to develop a pipeline for me so you can see this actually looks respectable now I will have the ability to include my Lead Series so you can actually click this drop down and we have handle phase or relabel so as I continue as I add different leads here what I I will do is I’ll just merely click and I’ll have the ability 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 area here and let’s simply call it brand-new and click go into so now you can see we have actually one lead developed let’s state that there is in fact closed one so I’m going to include one here let’s just for now let’s call it new I’m going to add another lead let’s call it new two we can actually open this up in a brand-new tab from here too but I’m just for now I’m just gon na work this way now you can see we have two leads then let’s state there was a called also there’s one negotiating so I’ll just merely click new now once you produce a lead we can in fact click here and it will now open up the different fields that we included so this is a new Elite that I produced and we have all of these different columns we have the fields that we produced remember and then we have invite teammates so from here I can invite the team members we have include columns we have e-mails files and comments you can change to the e-mails 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 conference notes and we even have our.
accessories so this is how you develop a lead within your as soon as you’re made with this you can really click get in and it will be closed now it will show you something like this we have all of our data collected here and at the top we’re getting our account such as 2 leads one contacted and something like this and this is where you will be getting your list we can select various leads from here the stages and we can carry out bulk actions such as deleting and sharing as well uh another thing with srix on top you will have the ability to see we have private choice we have these 3 dots where we can find these phases Combinations and automation this is among the crucial ones click on this link and you’ll have the ability to in fact integrate um other apps within yourr transfer data for alerts for automations custom constructs and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they extremely quickly and produce our CSV files likewise now I can change to my various folders that we have here and I can produce a brand-new pipeline we can switch to our simple Gmail really easily from here and it will likewise show me the emails that I will be getting for my pipelines that I have produced we will even have our combine emails now with our so this is the merge e-mail and with combine e-mail what happens is I can in fact create a follow-up emails and different storage e-mails here and we have active instructs so utilizing is truly easy you can get started free of charge by just including the integration and now you know how to utilize as a complete beginner don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me supply some context about my career and how it connects to. As a freelance journalist, I have actually dealt with various customers, handled several projects concurrently, and maintained a comprehensive network of contacts. Juggling these duties can be overwhelming, and I recognized the requirement for a centralized system to streamline my operations.
In my quest for an option, I checked out different 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.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly incorporates with Gmail, making it perfect for independent reporters who greatly depend on email communication. Here are some crucial benefits of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Organization:.
enables you to track and arrange your e-mails effortlessly, giving you a clear summary of your interactions with customers, leads, and collaborators.
You can create personalized pipelines straight within your inbox, making it simple to monitor the development and handle of your projects and jobs.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to envision and handle your sales process from lead generation to job conclusion.
You can classify contacts, create custom phases, set pointers, and track interactions, guaranteeing that no chance slips through the cracks.
Seamless Partnership and Team Effort:.
helps with cooperation by permitting you to share pipelines and communicate with staff member within the platform.
You can assign jobs, share crucial emails, and team up in real-time, improving productivity and guaranteeing everybody remains on the same page.
‘s flexible workflow system allows you to customize your pipelines and automate repeated jobs.
You can produce templates for typical e-mail actions, schedule follow-ups, and set up suggestions, conserving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, provides benefits in regards to coding and software advancement. Here’s how:.
offers a robust API and extensive designer documentation, making it easy to incorporate with other tools and construct custom-made options.
This versatility permits freelance reporters with coding abilities to extend the functionality of and tailor it to their specific requirements.
Job Management for Software Application Development:.
‘s pipeline feature can be adapted to manage software application development projects, from ideation to implementation.
You can produce custom stages for various development stages, assign jobs to team members, and track development effectively.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly user interface and user friendly functions, decreasing the learning curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collaborative functions that boost teamwork and interaction.
Developer-friendly API for integration and personalization.
Cost-efficient solution for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for full performance, restricting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While offers considerable benefits for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
provides a more affordable service, especially for freelancers and small companies.
HubSpot has a complimentary version, but advanced features require a higher-tier paid subscription.
Functions and Intricacy:.
offers a more detailed suite of features, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, offering a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s smooth combination with Gmail is beneficial for users heavily reliant on email interaction.
As a freelance reporter, handling your hiring process and client relationships is paramount to your success. deals a budget friendly and user-friendly solution that flawlessly incorporates with Gmail, enabling you to streamline your operations and focus on your craft. While it may not have the sophisticated features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a content, editor, or writer creator, can empower you to take control of your freelance journalism profession by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.