As an experienced freelance reporter, I understand the obstacles of handling jobs, tracking leads, and supporting client relationships. In this post, I will dive into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for beginners hey men welcome back in this video I will be showing you how to use Streak Crm Sonsultant for your customer relations cooperation interaction and much more so let’s enter it firstly 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 add to our simple Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is really remarkable and I’ll reveal you how to do that as a complete newbie it will help you customize a perfect procedure for your team and you will be able to get your work done now let’s in fact enter the process now is offered as an extension and it’s completely free so once you get to the website you’ll get this alternative here which is contribute 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 contribute to Chrome click on ADD extension and your extension will be added fine 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 just sign in make certain to sign.
into the exact same Gmail that you have included 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 understand folders we are getting just recently viewed all tracked emails and upgraded reply and then we have this new alternative which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this is like our brand-new control panel for here I’ll be able to produce a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go develop a new pipeline let’s in fact do that you will click on new pipeline here and we have various choices first off we have the stages so this is where you will pick these phases for your pipeline and you can really we have actually a lead called pitched demonstration working out close phone closed uh you understand then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority industry offer 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 give your phase a name let’s state that you in fact wished to create another um you know stage here for instance let’s say I didn’t have no strings so I can produce right here.
and you can provide it your color so we can in fact 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 really get rid of this one and if you seem like there is um I believe pitched and demonstration are sort of like the same thing we just choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s eliminate the demonstration here and then we have negotiating with negotiating I can choose 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 different fields that you desire so you will click on this plus here and we have free type a date check box drop down 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 choose this one here this is the field that was actually missing out on and I’ll actually rearrange and put the notes here okay email thread count close date okay business’s size deal size and Business size fine let’s get rid of the company size and I’m gon na in fact find something else within the general where we have actually developed by date produced fans and more so I in fact wish to go for the produced.
by or perhaps the followers due to the fact that I want to keep track of my employee that are in fact 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 great deal of choices readily available within streak is in fact one of the easiest and among the most uh you understand flexible out there it’s extremely easy to use with design templates we have tasks too within my job once again if I didn’t wish to go for these sales if I made with tasks then I can go with the task phases right here and once again the fields the procedure is going to be similar you will pick these stages from here on this plus button here and you can also provide it different various colors we also have company Dev here you can see then we have hiring so if you do working with then this is going to be your phases task search investor fundraising others realty assistance and custom So within our support you can see we have incoming appointed working on fixed and sound this is in fact pretty good and we likewise have custom where I can actually start something from the scratch completely according to my organization for me we just have the sales so I’m gon na go with the sales here and click create private or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click create now it will just take a 2nd for a street to produce a pipeline for me so you can see this in fact looks respectable now I will be able to include my Lead Series so you can in fact click this fall and we have handle stage or relabel so as I continue as I add various leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click on the top here add a box so click on ADD box here and I’m going to include a box in the lead section here and let’s just call it new and click get in so now you can see we have one lead produced 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 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 called as well there’s one negotiating so I’ll just merely click on new now as soon as you produce a lead we can in fact 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 developed keep in mind and after that we have invite colleagues so from here I can welcome 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 e-mails that you got in files we can even submit 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 made with this you can really click get in 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 called 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 as well uh another thing with srix at the top you will be able to see we have private alternative we have these three dots where we can discover these phases Integrations and automation this is one of the important ones click on this link and you’ll be able to actually integrate um other apps within yourr transfer data for notices for automations custom constructs and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they very easily and create our CSV files similarly now I can switch to my different folders that we have here and I can produce a new pipeline we can change to our basic Gmail really quickly from here and it will likewise show me the emails that I will be getting for my pipelines that I have created we will even have our merge e-mails now with our so this is the merge email and with merge e-mail what happens is I can in fact create a follow-up e-mails and different storage emails here and we have active instructs so utilizing is really easy you can get going free of charge by simply including the integration and now you understand 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 offer some context about my career and how it relates to. As a self-employed reporter, I’ve worked with various customers, managed multiple projects at the same time, and preserved an extensive network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the requirement for a central system to enhance my operations.
In my quest for a solution, I explored numerous platforms however found them to be either too complicated or too pricey 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 perfectly integrates with Gmail, making it perfect for freelance journalists who greatly count on e-mail communication. Here are some key benefits of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Organization:.
permits you to track and organize your emails effortlessly, giving you a clear introduction of your communications with clients, leads, and partners.
You can develop customizable pipelines directly within your inbox, making it easy to handle and keep track of the progress of your tasks and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to picture and handle your sales process from lead generation to project completion.
You can classify contacts, produce custom stages, set pointers, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Cooperation and Teamwork:.
assists in cooperation by allowing you to share pipelines and communicate with employee within the platform.
You can appoint jobs, share essential emails, and collaborate in real-time, enhancing efficiency and guaranteeing everyone remains on the same page.
‘s versatile workflow system enables you to tailor your pipelines and automate repetitive tasks.
You can create design templates for common e-mail reactions, schedule follow-ups, and set up reminders, saving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in independent journalism, offers advantages in regards to coding and software application advancement. Here’s how:.
offers a robust API and extensive developer documents, making it easy to incorporate with other tools and build customized solutions.
This flexibility permits independent journalists with coding abilities to extend the performance of and customize it to their particular requirements.
Job Management for Software Application Development:.
‘s pipeline function can be adapted to handle software application advancement jobs, from ideation to deployment.
You can produce customized stages for different development stages, assign jobs to employee, and track development efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and user friendly functions, reducing the finding out curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collective features that improve team effort and interaction.
Developer-friendly API for combination and customization.
Cost-efficient service for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation features.
Dependence on Gmail for complete performance, restricting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While offers considerable benefits for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
provides a more inexpensive solution, especially for freelancers and small businesses.
HubSpot has a free version, but advanced functions require a higher-tier paid subscription.
Functions and Complexity:.
offers a more thorough suite of functions, consisting of sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Both and incorporate with different third-party tools.
‘s seamless integration with Gmail is advantageous for users heavily reliant on email communication.
As a freelance reporter, handling your hiring process and client relationships is vital to your success. offers a economical and intuitive solution that flawlessly integrates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it may not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re an editor, content, or author developer, can empower you to take control of your freelance journalism profession by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.