As a seasoned freelance reporter, I understand the challenges of handling projects, tracking leads, and nurturing client relationships. In this short article, I will dive into the benefits of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey men welcome back in this video I will be revealing you how to use Streak Crm Charges for your customer relations cooperation communication and far more so let’s enter it firstly you require 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 easy Gmail to turn our Gmail into our working Hub and we can in fact 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 best procedure for your team and you will be able to get your work done now let’s in fact get into the process now is readily available as an extension and it’s completely totally free so as soon as you get to the site you’ll get this choice 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 contribute to Chrome click on ADD extension and your extension will be included all right 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 simply check in make certain to sign.
into the same Gmail that you have actually added the uh you understand streak to now it will ask you for your access and we’re gon na simply scroll down and click permit after including this is what your Gmail will look 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 choice 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 resembles our new dashboard for here I’ll be able 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 create a new pipeline let’s really do that you will click on new pipeline here and we have various choices first of all 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 demonstration working out close phone closed uh you understand then we have nurturing alright then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority market offer size company size close rate email 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 offer your phase a name let’s state that you in fact wished to create another um you understand phase here for example let’s say I didn’t have no strings so I can develop right here.
and you can provide it your color so we can actually select various colors for each of the stages however I believe all of these are in fact already developed so this is actually quite excellent what I will do is I will really eliminate this one and if you feel like there is um I think pitched and demo are kind of like the same thing we just choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really 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 stages then I will scroll down to the fields here with each pipeline what are the various fields that you want 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 task calls and meetings so I don’t 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 actually missing out on and I’ll in fact reorganize and put the notes here alright e-mail thread count close date fine business’s size offer size and Business size alright let’s eliminate the company size and I’m gon na really discover something else within the general where we have developed by date produced fans and more so I really want to choose the created.
by or possibly the followers since I wish to monitor 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 desired for my pipeline now you can see there are a lot of choices offered within streak is really among the most convenient and one of the most uh you understand flexible out there it’s really easy to use with templates we have tasks too within my project again if I didn’t wish to go for these sales if I did with tasks then I can choose the task stages right here and once again the fields the process is going to be comparable you will select these phases from here on this plus button here and you can also give it various various colors we also have organization Dev here you can see then we have working with so if you do employing then this is going to be your phases job search investor fundraising others real estate assistance and customized So within our support you can see we have inbound assigned dealing with fixed and sound this is actually pretty good and we likewise have custom where I can in fact start something from the scratch absolutely according to my business for me we merely have the sales so I’m gon na choose the sales here and click create 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 develop now it will simply take a 2nd for a street to produce a pipeline for me so you can see this really looks respectable now I will be able to add my Lead Series so you can actually click on this fall and we have manage stage or rename so as I proceed as I add different leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click 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 just call it brand-new and click on enter so now you can see we have one lead created let’s state that there is really closed one so I’m going to add one here let’s just for now let’s call it brand-new I’m going to include another lead let’s call it new 2 we can really open this up in a 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 state there was a called as well there’s one negotiating so I’ll just simply click on brand-new now as soon as you create a lead we can in fact click on this link and it will now open up the various fields that we included so this is a new Elite that I produced and we have all of these various columns we have the fields that we created keep in mind and then we have invite teammates so from here I can invite the employee we have include columns we have e-mails files and comments you can change to the emails and it will show you the e-mails that you got in files we can even publish files and after that we have the remarks 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 as soon as you’re finished with this you can really 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 pick various 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 have the ability to see we have personal option we have these 3 dots where we can find these phases Integrations and automation this is among the crucial ones click on this link and you’ll be able to really integrate um other apps within yourr transfer data for notifications for automations customized constructs and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really quickly and create our CSV files similarly now I can change to my different folders that we have here and I can develop a new pipeline we can switch to our simple Gmail very easily from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have produced we will even have our combine e-mails now with our so this is the combine e-mail and with merge email what happens is I can actually create a follow-up emails and different storage e-mails here and we have active instructs so using is truly easy you can get going totally free by simply including the integration and now you know how to utilize 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 freelance journalist, I’ve worked with many customers, managed numerous projects at the same time, and maintained a comprehensive network of contacts. Balancing these obligations can be overwhelming, and I recognized the need for a centralized system to streamline my operations.
In my quest for an option, I checked out different platforms but found them to be either too costly or too complex for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly integrates with Gmail, making it perfect for self-employed reporters who greatly count on email interaction. Here are some essential advantages of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Company:.
enables you to track and organize your e-mails effortlessly, providing you a clear introduction of your communications with customers, leads, and partners.
You can create personalized pipelines directly within your inbox, making it easy to keep track of the progress and manage of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to picture and manage your sales process from list building to job completion.
You can classify contacts, create customized phases, set suggestions, and track interactions, ensuring that no chance slips through the cracks.
Smooth Cooperation and Team Effort:.
facilitates partnership by permitting you to share pipelines and communicate with staff member within the platform.
You can assign tasks, share important emails, and collaborate in real-time, enhancing productivity and ensuring everybody stays on the very same page.
Personalized Workflows:.
‘s versatile workflow system allows you to customize your pipelines and automate recurring tasks.
You can develop design templates for typical e-mail responses, schedule follow-ups, and established reminders, conserving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, offers advantages in terms of coding and software application development. Here’s how:.
Developer-Friendly Integration:.
provides a robust API and substantial designer paperwork, making it simple to incorporate with other tools and develop custom-made services.
This flexibility allows independent reporters with coding abilities to extend the functionality of and tailor it to their specific needs.
Job Management for Software Advancement:.
‘s pipeline function can be adapted to manage software advancement projects, from ideation to implementation.
You can create custom-made stages for different advancement stages, designate tasks to team members, and track development effectively.
Benefits and drawbacks of
Pros:.
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive user interface and easy-to-use functions, minimizing the finding out curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collective functions that boost team effort and communication.
Developer-friendly API for combination and personalization.
Economical service for freelancers and small businesses.
Cons:.
Limited reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for complete functionality, restricting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
Cost:.
offers a more cost effective option, especially for freelancers and small businesses.
HubSpot has a complimentary version, however advanced functions require a higher-tier paid subscription.
Features and Intricacy:.
supplies a more comprehensive suite of functions, consisting of sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Integration:.
Both and integrate with different third-party tools.
‘s seamless integration with Gmail is useful for users heavily reliant on e-mail interaction.
Conclusion:.
As an independent journalist, handling your hiring process and client relationships is critical to your success. offers a budget friendly and user-friendly solution that effortlessly integrates with Gmail, allowing you to enhance your operations and focus on your craft. While it might not have the sophisticated 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 developer, can empower you to take control of your freelance journalism career by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.