As a seasoned freelance journalist, I understand the challenges of handling projects, tracking leads, and supporting client relationships. In this post, I will dive into the advantages of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for beginners hey guys invite back in this video I will be showing you how to utilize Streak Crm Software Review for your consumer relations cooperation communication and much more so let’s enter into it firstly you need to go to streak.com and you will land on this site right here now is a kind of CRM that we can add to our basic Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is truly remarkable and I’ll show you how to do that as a total newbie it will assist you tailor a perfect procedure for your group and you will have the ability to get your work done now let’s in fact get into the process now is available as an extension and it’s completely totally free so as soon as you get to the site you’ll get this alternative here which is contribute 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 add to Chrome click ADD extension and your extension will be included alright 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 check in ensure to sign.
into the very same Gmail that you have actually added the uh you know 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 adding this is what your Gmail will appear like now you can see here in our basic you know folders we are getting recently seen all tracked e-mails and updated reply and after that we have this new option which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this resembles our brand-new dashboard for here I’ll be able to create a new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go produce a new pipeline let’s actually do that you will click on brand-new pipeline here and we have various alternatives firstly we have the stages so this is where you will select these phases for your pipeline and you can really we have a lead called pitched demo negotiating close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority industry deal size business size close rate email thread count days and state and keeps in mind so if you want to add another stage you will click on this Plus at the top and you will give your phase a name let’s say that you in fact wished to develop another um you know phase here for instance let’s state I didn’t have no strings so I can produce right here.
and you can give it your color so we can really select various colors for each of the stages however I think all of these are really already produced so this is actually pretty remarkable what I will do is I will actually eliminate this one and if you seem like there is um I believe pitched and demonstration are kind of like the very same thing we simply go with 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 opt for 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 free form a date check box fall General email 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 go with this one here this is the field that was in fact missing and I’ll in fact rearrange and put the notes here all right e-mail thread count close date all right company’s size offer size and Company size all right let’s eliminate the business size and I’m gon na in fact discover something else within the basic where we have actually produced by date created fans and more so I in fact want to choose the produced.
by or maybe the fans due to the fact that I want to keep track of my team members 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 great deal of choices offered within streak is actually among the most convenient and among the most uh you understand flexible out there it’s really easy to use with design templates we have tasks too within my project once again if I didn’t wish to choose these sales if I finished with jobs then I can opt for the job stages right here and again the fields the procedure is going to be comparable you will select these phases from here on this plus button here and you can also provide it various different colors we likewise have business Dev here you can see then we have hiring so if you do hiring then this is going to be your phases job search financier fundraising others realty assistance and custom-made So within our assistance you can see we have actually incoming assigned dealing with solved and noise this is really pretty good and we likewise have custom-made where I can really start something from the scratch completely according to my organization for me we merely have the sales so I’m gon na choose the sales here and click produce personal or.
shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click produce 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 add my Lead Series so you can actually click this fall and we have manage stage or relabel so as I proceed as I include different leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click on the top here include a box so click 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 on get in so now you can see we have one lead produced 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 brand-new I’m going to include another lead let’s call it new 2 we can in fact open this up in a new tab from here too but 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 gotten in touch with as well there’s one working out so I’ll just simply click on new now when you develop a lead we can really click here and it will now open the different fields that we included so this is a new Elite that I developed and we have all of these different columns we have the fields that we produced remember and then we have invite colleagues 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 show you the e-mails that you got in files we can even submit 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.
attachments so this is how you create a lead within your when you’re finished with this you can in fact click on go into and it will be closed now it will show you something like this we have all of our information gathered here and at the top we’re getting our account such as two leads one called and something like this and this is where you will be getting your list we can pick different 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 personal alternative we have these 3 dots where we can discover these phases Combinations and automation this is one of the crucial ones click on this link and you’ll have the ability to actually incorporate um other apps within yourr transfer data for notices for automations custom-made constructs 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 likewise now I can switch to my different folders that we have here and I can produce a brand-new pipeline we can switch to our basic Gmail very 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 occurs is I can actually create a follow-up emails and various storage e-mails here and we have active advises so utilizing is really easy you can get going totally free by simply adding the combination and now you know how to utilize as a total newbie 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 relates to. As a freelance journalist, I have actually dealt with many clients, managed several projects simultaneously, and kept a substantial network of contacts. Juggling these duties can be frustrating, and I recognized the requirement for a central system to enhance my operations.
In my mission for a solution, I explored various platforms but found them to be either too complex or too expensive for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly integrates with Gmail, making it perfect for independent reporters who heavily rely on e-mail communication. Here are some key benefits of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Organization:.
permits you to track and organize your e-mails easily, giving you a clear introduction of your communications with clients, leads, and partners.
You can produce personalized pipelines directly within your inbox, making it easy to keep an eye on the progress and manage of your jobs and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and handle your sales process from lead generation to job conclusion.
You can categorize contacts, create customized stages, set tips, and track interactions, ensuring that no chance slips through the fractures.
Seamless Cooperation and Team Effort:.
facilitates cooperation by allowing you to share pipelines and communicate with team members within the platform.
You can designate tasks, share crucial e-mails, and collaborate in real-time, enhancing productivity and ensuring everyone remains on the exact same page.
‘s versatile workflow system enables you to customize your pipelines and automate recurring jobs.
You can create templates for typical e-mail reactions, schedule follow-ups, and established pointers, conserving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, uses benefits in terms of coding and software development. Here’s how:.
offers a robust API and comprehensive developer documents, making it simple to incorporate with other tools and develop custom-made services.
This versatility permits self-employed journalists with coding abilities to extend the functionality of and tailor it to their particular needs.
Project Management for Software Development:.
‘s pipeline feature can be adapted to handle software application development projects, from ideation to deployment.
You can create custom-made stages for various development stages, appoint tasks to team members, and track progress efficiently.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive user interface and easy-to-use features, minimizing the learning curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collaborative features that enhance team effort and interaction.
Developer-friendly API for combination and personalization.
Economical option for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for complete performance, restricting compatibility with other email companies.
Contrast 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 quick comparison:.
provides a more economical 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 detailed suite of functions, consisting of innovative marketing automation and analytics.
concentrates on simplicity and ease of use, offering a structured experience.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is advantageous for users greatly reliant on e-mail interaction.
As an independent journalist, managing your hiring process and customer relationships is vital to your success. deals a budget-friendly and instinctive solution that flawlessly incorporates with Gmail, enabling you to improve your operations and concentrate on your craft. While it may not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a material, author, or editor creator, can empower you to take control of your freelance journalism profession 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.