As a seasoned freelance reporter, I understand the obstacles of managing tasks, tracking leads, and supporting client relationships. In this article, I will dig into the advantages 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 beginners hey men invite back in this video I will be revealing you how to use Streak Crm Learning for your client relations collaboration communication and a lot more so let’s get into it to start with 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 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 show you how to do that as a complete newbie it will assist you customize an ideal procedure for your group and you will be able to get your work done now let’s really get into the procedure now is readily available as an extension and it’s totally complimentary 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 select 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 fine 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 sign in make sure to sign.
into the 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 simply scroll down and click permit after adding this is what your Gmail will look like now you can see here in our simple you know folders we are getting just recently viewed all tracked e-mails 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 new control panel for here I’ll be able to develop 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 brand-new pipeline let’s really do that you will click brand-new pipeline here and we have different options first of all we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have actually a lead gotten in touch with 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 deal size company size close rate email thread count days and state and keeps in mind so if you wish to include another stage you will click this Plus at the top and you will provide your stage a name let’s say that you actually wished to create another um you understand phase here for example 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 select various colors for each of the stages but I believe all of these are actually currently produced so this is actually pretty outstanding what I will do is I will really get rid of this one and if you feel like there is um I believe pitched and demo are kind of like the exact 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 demonstration here and then we have negotiating with negotiating I can opt for 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 this plus here and we have totally free type a date check box fall General email e-mail tracking task calls and meetings 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 actually rearrange and put the notes here all right e-mail thread count close date fine company’s size deal size and Company size okay let’s get rid of the business size and I’m gon na actually find something else within the general where we have produced by date developed followers and more so I actually wish to opt for the produced.
by or maybe the fans due to the fact that I want to keep an eye on my employee that are actually 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 options available within streak is in fact one of the simplest and one of the most uh you know versatile out there it’s extremely easy to use with design templates we have jobs too within my project once again if I didn’t want to go for these sales if I made with jobs then I can go with the job phases right here and again the fields the procedure is going to be similar you will select these stages from here on this plus button here and you can also provide it different different colors we also have business Dev here you can see then we have employing so if you do employing then this is going to be your stages task search financier fundraising others realty assistance and customized So within our support you can see we have actually inbound appointed working on dealt with and noise this is really pretty good and we likewise have custom where I can really start something from the scratch absolutely according to my service for me we just have the sales so I’m gon na go with the sales here and click develop personal or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click develop now it will simply take a second for a street to create a pipeline for me so you can see this really looks pretty good now I will be able to add my Lead Series so you can in fact click on this drop down and we have handle phase or relabel so as I proceed 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 the top here include a box so click on 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 go into so now you can see we have one lead created let’s say that there is actually closed one so I’m going to include one here let’s just for now let’s call it brand-new I’m going to add another lead let’s call it new two 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 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 brand-new now when 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 brand-new Elite that I produced and we have all of these different columns we have the fields that we produced keep in mind and then we have welcome colleagues so from here I can invite the team members we have include columns we have e-mails files and remarks you can change to the emails 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 once again we have the call log we have our conference notes and we even have our.
accessories so this is how you produce a lead within your when you’re made with this you can actually click on go into 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 two leads one contacted 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 also uh another thing with srix at the top you will have the ability to see we have personal alternative we have these three dots where we can discover these phases Combinations and automation this is among the essential ones click on this link and you’ll have the ability to really incorporate um other apps within yourr transfer data for notifications for automations custom develops and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they extremely quickly and create our CSV files likewise now I can change to my different folders that we have here and I can produce a brand-new pipeline we can change to our basic Gmail really easily from here and it will likewise reveal me the e-mails 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 combine e-mail and with merge email what occurs is I can really create a follow-up emails and different storage emails here and we have active advises so utilizing is actually simple you can get going for free by simply adding the integration and now you know how to use as a complete novice do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me supply some context about my career and how it associates with. As a freelance journalist, I have actually worked with many customers, handled several jobs all at once, and kept a comprehensive network of contacts. Balancing these duties can be frustrating, and I recognized the requirement for a centralized system to streamline my operations.
In my quest for an option, I explored various platforms but found them to be either too complex or too expensive for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly incorporates with Gmail, making it perfect for freelance reporters who heavily count on e-mail communication. Here are some essential advantages of using for your freelance journalism working with procedure:.
User-friendly Email Tracking and Organization:.
enables you to track and organize your e-mails effortlessly, giving you a clear introduction of your communications with customers, leads, and collaborators.
You can produce customizable pipelines directly within your inbox, making it easy to manage and keep track of the progress of your jobs and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to picture and manage your sales process from list building to project conclusion.
You can classify contacts, create customized phases, set suggestions, and track interactions, making sure that no opportunity slips through the fractures.
Smooth Partnership and Team Effort:.
helps with cooperation by allowing you to share pipelines and communicate with team members within the platform.
You can appoint tasks, share essential e-mails, and team up in real-time, improving productivity and guaranteeing everybody stays on the exact same page.
Adjustable Workflows:.
‘s flexible workflow system enables you to tailor your pipelines and automate repeated tasks.
You can develop templates for typical e-mail responses, schedule follow-ups, and set up suggestions, saving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, offers advantages in regards to coding and software application development. Here’s how:.
Developer-Friendly Integration:.
offers a robust API and extensive developer documentation, making it easy to incorporate with other tools and develop custom-made solutions.
This flexibility enables freelance journalists with coding skills to extend the functionality of and customize it to their specific requirements.
Project Management for Software Application Development:.
‘s pipeline feature can be adapted to handle software application advancement projects, from ideation to deployment.
You can develop custom phases for various advancement stages, designate tasks to team members, and track progress efficiently.
Advantages and disadvantages of
Pros:.
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly user interface and easy-to-use functions, reducing the discovering curve.
Customizable pipelines and workflows to adapt to private requirements.
Collective functions that improve team effort and interaction.
Developer-friendly API for combination and personalization.
Economical service for freelancers and small companies.
Cons:.
Limited reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for complete functionality, restricting compatibility with other email providers.
Comparison with HubSpot CRM:.
While deals considerable advantages for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
Expense:.
offers a more inexpensive solution, particularly for freelancers and small businesses.
HubSpot has a complimentary variation, but advanced functions require a higher-tier paid membership.
Functions and Complexity:.
supplies a more extensive suite of features, consisting of advanced marketing automation and analytics.
focuses on simpleness and ease of use, providing a streamlined experience.
Integration:.
Both and incorporate with different third-party tools.
‘s seamless combination with Gmail is helpful for users greatly reliant on email communication.
Conclusion:.
As a freelance reporter, managing your hiring procedure and client relationships is paramount to your success. deals a inexpensive and instinctive service that effortlessly incorporates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it might not have the sophisticated features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re an editor, content, or writer creator, can empower you to take control of your freelance journalism career by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.