As a seasoned freelance journalist, I comprehend the obstacles of managing tasks, tracking leads, and nurturing customer relationships. In this short article, I will dive into the benefits of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey people invite back in this video I will be showing you how to use Streak Free Crm Reports for your customer relations cooperation communication and a lot more so let’s enter into it to start with you need 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 basic Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is truly remarkable and I’ll reveal you how to do that as a complete novice it will assist you tailor a best procedure for your team and you will be able to get your work done now let’s really get into the process now is readily available as an extension and it’s entirely 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 choose this one now it will take you to Chrome dot google.com extensions and this is our extension here click on contribute to Chrome click on ADD extension and your extension will be included alright it’s done and now it is adding 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 simply check in make certain to sign.
into the very same Gmail that you have actually added the uh you understand streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click enable after including this is what your Gmail will look like now you can see here in our basic you know folders we are getting just recently seen all tracked emails and upgraded reply and then we have this new option 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 brand-new control panel for here I’ll have the ability to develop a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go create a new pipeline let’s actually do that you will click on new pipeline here and we have various alternatives first off we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have a lead contacted pitched demonstration working out close phone closed uh you understand then we have nurturing all right then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority industry offer size business size close rate e-mail thread count days and state and keeps in mind so if you want to add another phase 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 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 in fact pick various colors for each of the stages but I believe all of these are in fact already produced so this is in fact pretty impressive what I will do is I will in fact get rid of this one and if you feel like there is um I think pitched and demo are type of like the exact same thing we simply go with the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s get rid of the demo here and then we have working out with negotiating I can go with 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 want so you will click on this plus here and we have free type a date check box fall General email email 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 choose this one here this is the field that was actually missing and I’ll in fact reorganize and put the notes here fine email thread count close date fine business’s size deal size and Company size alright let’s eliminate the company size and I’m gon na in fact find something else within the basic where we have actually created by date produced fans and more so I actually wish to choose the produced.
by or maybe the fans due to the fact that I want to track my staff member 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 lot of alternatives offered within streak is actually one of the easiest and one of the most uh you know flexible out there it’s extremely easy to use with design templates we have jobs too within my job once again if I didn’t wish to go for these sales if I did with tasks then I can go with the project stages right here and once again the fields the process is going to be comparable you will choose these stages from here on this plus button here and you can likewise offer it different various colors we also have service Dev here you can see then we have working with so if you do hiring then this is going to be your phases task search investor fundraising others real estate assistance and customized So within our assistance you can see we have actually incoming designated dealing with resolved and sound this is really pretty good and we likewise have customized where I can in fact 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 develop personal 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 produce now it will simply take a 2nd for a street to create a pipeline for me so you can see this in fact looks respectable now I will have the ability to add my Lead Series so you can in fact click on this drop down and we have handle stage or relabel so as I continue as I include different leads here what I I will do is I’ll just merely click and I’ll be able to include 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 simply call it brand-new and click on get in so now you can see we have actually one lead developed let’s state that there is actually closed one so I’m going to include one here let’s just for now let’s call it new I’m going to include another lead let’s call it new 2 we can actually open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work this way now you can see we have 2 leads then let’s state there was a called as well there’s one negotiating so I’ll just simply click on new now once you produce a lead we can in fact click here and it will now open up the various fields that we included so this is a new Elite that I created and we have all of these various columns we have the fields that we developed remember and then we have welcome colleagues so from here I can invite the employee we have add columns we have e-mails files and comments you can change to the e-mails and it will reveal you the emails 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 made with this you can really click on go into 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 2 leads one contacted 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 erasing and sharing also uh one more thing with srix on top you will be able to see we have private option we have these three dots where we can discover these stages Combinations and automation this is one of the important ones click here and you’ll be able to actually incorporate um other apps within yourr transfer data for notices for automations customized builds and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and create our CSV files likewise now I can change to my different folders that we have here and I can develop a new pipeline we can change to our easy Gmail very easily from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have actually developed we will even have our merge emails now with our so this is the combine e-mail and with merge e-mail what occurs is I can actually develop a follow-up e-mails and various storage emails here and we have active advises so using is actually simple you can begin for free by just adding the integration and now you know how to use as a complete novice don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me offer some context about my career and how it relates to. As a self-employed journalist, I’ve dealt with many customers, handled numerous jobs concurrently, and kept a substantial network of contacts. Juggling these duties can be frustrating, and I acknowledged the requirement for a centralized system to enhance my operations.
In my quest for an option, I explored 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 freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly incorporates with Gmail, making it perfect for freelance reporters who heavily count on email interaction. Here are some crucial benefits of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Company:.
permits you to track and arrange your e-mails easily, giving you a clear summary of your communications with customers, leads, and collaborators.
You can create adjustable pipelines directly within your inbox, making it simple to keep an eye on the progress and handle of your projects and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and handle your sales procedure from list building to task conclusion.
You can categorize contacts, develop custom-made phases, set reminders, and track interactions, ensuring that no opportunity slips through the fractures.
Seamless Collaboration and Teamwork:.
facilitates collaboration by enabling you to share pipelines and interact with staff member within the platform.
You can appoint jobs, share crucial emails, and collaborate in real-time, boosting productivity and ensuring everyone stays on the exact same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repetitive jobs.
You can create design templates for common email actions, schedule follow-ups, and established tips, saving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, provides benefits in terms of coding and software application advancement. Here’s how:.
offers a robust API and extensive developer paperwork, making it simple to integrate with other tools and develop customized services.
This flexibility allows self-employed journalists with coding abilities to extend the functionality of and customize it to their specific requirements.
Job Management for Software Application Advancement:.
‘s pipeline feature can be adapted to manage software development tasks, from ideation to implementation.
You can produce custom phases for different advancement phases, designate tasks to employee, and track development effectively.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and user friendly functions, lessening the finding out curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collective functions that enhance team effort and interaction.
Developer-friendly API for combination and modification.
Cost-efficient solution for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation functions.
Dependence on Gmail for full functionality, limiting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more inexpensive service, especially for freelancers and small businesses.
HubSpot has a free variation, however advanced functions require a higher-tier paid membership.
Features and Complexity:.
provides a more extensive suite of functions, including sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Both and integrate with different third-party tools.
‘s seamless combination with Gmail is advantageous for users heavily reliant on e-mail interaction.
As a freelance reporter, handling your hiring process and client relationships is paramount to your success. offers a user-friendly and affordable solution that seamlessly integrates with Gmail, enabling you to enhance your operations and focus on your craft. While it might not have the sophisticated features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a writer, editor, or content developer, can empower you to take control of your freelance journalism profession by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.