As a seasoned freelance journalist, I understand the difficulties of managing tasks, tracking leads, and nurturing client relationships. In this short article, I will dig into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for newbies hey people invite back in this video I will be revealing you how to use Streak Crm Apple for your client relations partnership interaction and far more so let’s enter into it to start with you require to go to streak.com and you will arrive at this site right here now is a kind of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is truly remarkable and I’ll reveal you how to do that as a complete beginner it will help you tailor a best process for your group and you will have the ability to get your work done now let’s really enter the process now is offered as an extension and it’s totally free so once you get to the site 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 fine 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 merely sign in make sure to sign.
into the same Gmail that you have added the uh you understand streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click 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 seen 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 combines 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 working with so this is where we’ll go develop a new pipeline let’s really do that you will click brand-new pipeline here and we have different alternatives to start with we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have actually a lead called pitched demonstration negotiating close phone closed uh you know then we have supporting fine then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority market offer size company size close rate e-mail thread count days and state and keeps in mind so if you want to include another stage you will click on this Plus on top and you will provide your phase a name let’s say that you really wished to produce another um you know stage here for instance 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 choose various colors for each of the stages however I believe all of these are really currently developed so this is really pretty outstanding what I will do is I will actually eliminate this one and if you feel like there is um I believe pitched and demo are type of like the same thing we simply choose 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 after that we have working out 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 various fields that you desire so you will click on this plus here and we have totally free type a date check box fall General email 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 choose this one here this is the field that was actually missing and I’ll really reorganize and put the notes here okay e-mail thread count close date okay company’s size deal size and Company size fine let’s eliminate the business size and I’m gon na actually find something else within the basic where we have actually created by date produced followers and more so I actually want to opt for the developed.
by or possibly the followers since I want to keep an eye on my team members that are really 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 lot of choices available within streak is in fact one of the easiest and one of the most uh you know versatile out there it’s extremely easy to use with design templates we have tasks too within my project again if I didn’t want to opt for these sales if I made with projects then I can choose the task stages right here and again the fields the process is going to be comparable you will choose these phases from here on this plus button here and you can likewise offer it different various colors we likewise have service Dev here you can see then we have working with so if you do hiring then this is going to be your stages job search investor fundraising others property support and custom So within our support you can see we have actually incoming designated working on resolved and sound this is really respectable and we likewise have custom where I can actually start something from the scratch absolutely according to my organization for me we simply have the sales so I’m gon na opt for the sales here and click on produce private 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 create a pipeline for me so you can see this in fact looks pretty good now I will have the ability to include my Lead Series so you can really click on this drop down and we have handle stage or relabel so as I continue as I add different leads here what I I will do is I’ll just simply 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 include a box in the lead area here and let’s just call it new and click enter so now you can see we have one lead developed 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 new I’m going to include another lead let’s call it brand-new 2 we can in fact open this up in a new tab from here too however I’m just for now I’m simply gon na work in this manner now you can see we have two leads then let’s say there was a contacted also there’s one working out so I’ll just simply click new now once you create a lead we can in fact click on this link 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 various columns we have the fields that we created remember and then we have welcome colleagues so from here I can invite the team members we have add columns we have e-mails files and remarks you can change to the e-mails and it will show you the e-mails that you got in files we can even upload files and after that we have the comments at the top here 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 done with this you can really click enter and it will be closed now it will show 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 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 deleting and sharing too 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 essential ones click here and you’ll have the ability to actually integrate um other apps within yourr transfer data for notices for automations custom constructs and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they extremely quickly and create our CSV files similarly now I can switch to my various folders that we have here and I can create a brand-new pipeline we can switch to our simple Gmail very easily from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have actually produced we will even have our merge e-mails now with our so this is the merge e-mail and with combine e-mail what takes place is I can actually create a follow-up e-mails and various storage emails here and we have active instructs so utilizing is actually easy you can get started for free by just including the integration and now you know how to use as a total novice don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me offer some context about my career and how it connects to. As an independent reporter, I have actually dealt with various customers, managed several projects all at once, and kept an extensive network of contacts. Juggling these duties can be frustrating, and I acknowledged the requirement for a centralized system to simplify my operations.
In my quest for an option, I checked out different platforms however found them to be either too complex or too costly for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly incorporates with Gmail, making it ideal for self-employed reporters who heavily count on email interaction. Here are some key advantages of using for your freelance journalism employing process:.
Instinctive Email Tracking and Company:.
enables you to track and arrange your emails effortlessly, offering you a clear summary of your interactions with clients, leads, and partners.
You can develop adjustable pipelines directly within your inbox, making it easy to keep an eye on the progress and handle of your assignments and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and manage your sales procedure from lead generation to project completion.
You can classify contacts, develop custom stages, set reminders, and track interactions, guaranteeing that no opportunity slips through the cracks.
Seamless Cooperation and Teamwork:.
facilitates cooperation by enabling you to share pipelines and interact with team members within the platform.
You can assign tasks, share important emails, and team up in real-time, improving efficiency and ensuring everybody remains on the very same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repeated tasks.
You can create templates for common email reactions, schedule follow-ups, and established pointers, conserving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in independent journalism, uses advantages in terms of coding and software development. Here’s how:.
supplies a robust API and substantial developer documentation, making it easy to incorporate with other tools and build custom-made options.
This flexibility enables independent journalists with coding abilities to extend the functionality of and tailor it to their particular requirements.
Job Management for Software Development:.
‘s pipeline feature can be adapted to manage software application development tasks, from ideation to implementation.
You can develop custom stages for various advancement stages, designate jobs to team members, and track development effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly user interface and user friendly functions, minimizing the finding out curve.
Personalized pipelines and workflows to adapt to private requirements.
Collaborative features that boost team effort and interaction.
Developer-friendly API for combination and personalization.
Cost-effective solution for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for full performance, limiting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more budget friendly solution, especially for freelancers and small companies.
HubSpot has a free version, however advanced functions need a higher-tier paid subscription.
Features and Complexity:.
supplies a more comprehensive suite of functions, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, offering a streamlined experience.
Both and integrate with different third-party tools.
‘s seamless combination with Gmail is advantageous for users heavily reliant on email interaction.
As a self-employed journalist, handling your hiring process and client relationships is critical to your success. offers a economical and user-friendly service that flawlessly incorporates with Gmail, enabling you to simplify your operations and focus on your craft. While it may not have the innovative functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a author, material, or editor creator, can empower you to take control of your freelance journalism career by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.