As a skilled freelance reporter, I comprehend the difficulties of handling tasks, tracking leads, and supporting customer relationships. In this article, I will dive into the advantages 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 utilize for novices hey people welcome back in this video I will be showing you how to utilize Streak Crm Professional for your client relations partnership communication and far more so let’s enter into it firstly you need to go to streak.com and you will land on this website right here now is a type of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is actually incredible and I’ll reveal you how to do that as a total novice it will assist you customize an ideal procedure for your team and you will be able to get your work done now let’s really enter the process now is available as an extension and it’s totally free so as soon as you get to the website you’ll get this alternative here which is contribute 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 ADD extension and your extension will be added okay 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 merely check in ensure to sign.
into the exact same Gmail that you have actually added the uh you know streak to now it will ask you for your access and we’re gon na merely scroll down and click on allow after including this is what your Gmail will look like now you can see here in our simple you understand folders we are getting just recently seen all tracked emails and updated reply and after that we have this brand-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 merges so you can see this resembles our brand-new dashboard for here I’ll have the ability to produce a brand-new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go develop a new pipeline let’s in fact do that you will click on brand-new pipeline here and we have different options first off we have the stages so this is where you will choose these phases for your pipeline and you can actually we have a lead called pitched demo 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 e-mail last e-mail from lead Source top priority market offer size company size close rate e-mail thread count days and state and notes so if you want to add another stage you will click on this Plus at the top and you will give your stage a name let’s state that you in fact wished to develop another um you know phase here for example let’s say I didn’t have no strings so I can develop right here.
and you can offer it your color so we can really select different colors for each of the stages but I believe all of these are really already created so this is actually quite excellent what I will do is I will actually get rid of this one and if you feel like there is um I think pitched and demo are type of like the very same thing we just choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s get rid of the demonstration 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 this plus here and we have free form a date check box drop down General e-mail e-mail tracking job calls and meetings so I do not 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 really missing out on and I’ll in fact reorganize and put the notes here all right e-mail thread count close date fine company’s size offer size and Company size all right let’s eliminate the company size and I’m gon na really discover something else within the basic where we have actually produced by date created followers and more so I in fact want to choose the produced.
by or perhaps the followers since I want to keep an eye on my staff member that are really 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 lot of alternatives readily available within streak is in fact among the easiest and among the most uh you know versatile out there it’s really easy to use with design templates we have tasks too within my task once again if I didn’t want to opt for these sales if I finished 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 pick these phases from here on this plus button here and you can also give it various various colors we also have service Dev here you can see then we have hiring so if you do hiring 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 inbound assigned working on resolved and noise this is in fact respectable and we likewise have custom-made where I can really start something from the scratch absolutely according to my business for me we simply have the sales so I’m gon na go with the sales here and click produce private or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click develop now it will simply take a second 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 relabel so as I proceed as I add various leads here what I I will do is I’ll just merely click and I’ll be able to add it click the top here add a box so click on 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 enter so now you can see we have actually one lead created let’s state that there is actually 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 two we can actually open this up in a new tab from here too but I’m just for now I’m simply gon na work by doing this now you can see we have 2 leads then let’s state there was a gotten in touch with also there’s one negotiating so I’ll just simply click on new now once you produce a lead we can actually click here and it will now open 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 produced remember and then we have welcome teammates so from here I can welcome the staff member we have include columns we have e-mails files and comments you can change to the emails and it will reveal you the emails that you got in files we can even upload 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 produce a lead within your once you’re finished with this you can in fact click enter and it will be closed now it will reveal you something like this we have all of our data gathered 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 select different leads from here the stages and we can carry out bulk actions such as erasing and sharing also uh another thing with srix at the top you will be able to see we have private option we have these three dots where we can discover these stages Integrations and automation this is one of the important ones click here and you’ll be able to in fact integrate um other apps within yourr transfer data for notifications for automations customized builds and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they really easily and produce our CSV files similarly now I can change to my various folders that we have here and I can develop a brand-new pipeline we can switch to our basic Gmail very quickly from here and it will also reveal me the emails that I will be getting for my pipelines that I have developed we will even have our merge emails now with our so this is the combine email and with combine e-mail what happens is I can really develop a follow-up emails and various storage emails here and we have active advises so utilizing is truly simple you can start for free by just adding the integration and now you know how to use as a complete newbie don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me provide some context about my career and how it connects to. As a self-employed journalist, I’ve dealt with numerous clients, handled multiple projects at the same time, and preserved a substantial network of contacts. Juggling these obligations can be frustrating, and I acknowledged the need for a central system to simplify my operations.
In my mission for a service, I explored numerous platforms however 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.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly incorporates with Gmail, making it ideal for freelance reporters who greatly rely on email interaction. Here are some crucial benefits of using for your freelance journalism working with process:.
Instinctive Email Tracking and Organization:.
enables you to track and organize your e-mails effortlessly, offering you a clear introduction of your communications with clients, leads, and collaborators.
You can produce personalized pipelines straight within your inbox, making it easy to manage and keep track of the development of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to picture and handle your sales procedure from list building to job completion.
You can categorize contacts, create custom phases, set suggestions, and track interactions, ensuring that no chance slips through the cracks.
Smooth Collaboration and Team Effort:.
assists in cooperation by enabling you to share pipelines and interact with staff member within the platform.
You can designate tasks, share important emails, and work together in real-time, boosting productivity and guaranteeing everybody remains on the exact same page.
‘s versatile workflow system allows you to customize your pipelines and automate repetitive jobs.
You can produce design templates for common email actions, schedule follow-ups, and established tips, saving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, offers benefits in regards to coding and software development. Here’s how:.
supplies a robust API and comprehensive designer documents, making it easy to incorporate with other tools and construct custom-made solutions.
This versatility enables self-employed journalists with coding skills to extend the functionality of and customize it to their specific requirements.
Project Management for Software Advancement:.
‘s pipeline feature can be adjusted to manage software advancement jobs, from ideation to deployment.
You can create customized stages for different advancement phases, appoint jobs to employee, and track progress efficiently.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and easy-to-use features, minimizing the discovering curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collective features that boost teamwork and interaction.
Developer-friendly API for combination and modification.
Economical option for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation functions.
Reliance on Gmail for full functionality, limiting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
uses a more economical option, specifically for freelancers and small companies.
HubSpot has a complimentary variation, but advanced functions need a higher-tier paid membership.
Features and Intricacy:.
offers a more detailed suite of features, consisting of innovative marketing automation and analytics.
focuses on simplicity and ease of use, using a structured experience.
Both and incorporate with numerous third-party tools.
‘s smooth combination with Gmail is advantageous for users greatly reliant on e-mail communication.
As an independent journalist, handling your hiring procedure and customer relationships is vital to your success. offers a inexpensive and instinctive option that perfectly incorporates with Gmail, enabling you to enhance your operations and focus on your craft. While it may not have the sophisticated features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a author, content, or editor developer, can empower you to take control of your freelance journalism career by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.