As a skilled freelance reporter, I comprehend the obstacles of handling tasks, tracking leads, and nurturing customer relationships. In this short article, I will dig into the benefits 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 novices hey men welcome back in this video I will be showing you how to utilize Streak Inc Crm For Marketing Agencies for your consumer relations cooperation interaction and far more so let’s enter into it first off you require to go to streak.com and you will arrive at this website right here now is a sort of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is really remarkable and I’ll reveal you how to do that as a complete novice it will assist you tailor a perfect procedure for your team and you will be able to get your work done now let’s actually get into the process now is offered as an extension and it’s entirely complimentary so as soon as you get to the website you’ll get this choice 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 contribute to Chrome click on 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 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 on allow after adding this is what your Gmail will look like now you can see here in our simple you understand folders we are getting just recently viewed all tracked e-mails and updated reply and after that we have this brand-new choice 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 is like our new dashboard for here I’ll be able to develop a 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 brand-new pipeline let’s in fact do that you will click new pipeline here and we have various alternatives 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 a lead contacted pitched demonstration negotiating close phone closed uh you understand then we have supporting alright then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority industry deal size business size close rate email thread count days and state and keeps in mind so if you want to include another phase you will click on this Plus at the top and you will provide your phase a name let’s state that you really wished to produce another um you understand phase here for instance let’s state I didn’t have no strings so I can develop right here.
and you can give it your color so we can actually pick various colors for each of the stages however I believe all of these are actually currently created so this is really quite outstanding what I will do is I will really eliminate this one and if you seem like there is um I believe pitched and demo are sort of like the exact same thing we simply opt for the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s get rid of the demo here and after that we have negotiating with negotiating I can go with 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 desire so you will click on this plus here and we have totally free type a date check box fall General e-mail email tracking job calls and conferences so I don’t 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 opt for this one here this is the field that was really missing out on and I’ll really reorganize and put the notes here alright e-mail thread count close date okay company’s size deal size and Business size okay let’s eliminate the business size and I’m gon na in fact find something else within the basic where we have produced by date created followers and more so I actually want to opt for the produced.
by or perhaps the fans because I wish to track my employee that are in fact following this so I will you know put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a lot of options available within streak is actually among the easiest and one of the most uh you know flexible out there it’s really easy to use with templates we have projects too within my project again if I didn’t want to opt for these sales if I finished with tasks then I can opt for the task phases right here and once again the fields the procedure is going to be comparable you will pick these phases from here on this plus button here and you can likewise provide it various different colors we also have service Dev here you can see then we have working with so if you do working with then this is going to be your phases job search investor fundraising others real estate assistance and customized So within our support you can see we have actually incoming appointed dealing with dealt with 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 company for me we simply have the sales so I’m gon na go with the sales here and click produce personal or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click on develop now it will just take a 2nd for a street to develop a pipeline for me so you can see this in fact looks pretty good now I will have the ability to add my Lead Series so you can really click on this fall and we have handle phase or relabel so as I continue as I add 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 add 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 get in so now you can see we have actually one lead produced let’s say 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 add another lead let’s call it new 2 we can really 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 new now once you produce a lead we can actually click on this link and it will now open the various fields that we added so this is a new Elite that I created and we have all of these various columns we have the fields that we produced keep in mind and after that we have invite colleagues so from here I can invite the team members we have include columns we have emails files and remarks you can change to the emails and it will show you the emails that you got in files we can even publish files and then we have the comments 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 done with this you can in fact click on enter and it will be closed now it will reveal you something like this we have all of our information collected here and at the top we’re getting our account such as 2 leads one called and something like this and this is where you will be getting your list we can choose various leads from here the stages and we can perform bulk actions such as deleting and sharing too uh one more thing with srix on top you will be able to see we have personal alternative we have these 3 dots where we can find these stages Integrations and automation this is one of the essential ones click here and you’ll have the ability to actually integrate um other apps within yourr transfer information for notices for automations custom-made builds and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they very quickly 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 extremely easily from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have actually created we will even have our combine e-mails now with our so this is the merge email and with combine e-mail what takes place is I can really create a follow-up e-mails and different storage e-mails here and we have active advises so using is actually simple you can get started totally free by just adding the combination and now you understand how to use as a total newbie do not.
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 connects to. As an independent journalist, I have actually worked with numerous customers, handled several jobs at the same time, and preserved a substantial network of contacts. Balancing these obligations can be overwhelming, and I acknowledged the requirement for a centralized system to improve my operations.
In my mission for an option, I checked out various platforms but found them to be either too expensive 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 perfectly integrates with Gmail, making it ideal for independent journalists who greatly count on email interaction. Here are some key advantages of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Company:.
enables you to track and organize your emails effortlessly, offering you a clear overview of your interactions with clients, leads, and partners.
You can produce customizable pipelines straight within your inbox, making it easy to monitor the progress and handle of your projects and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and handle your sales process from lead generation to project conclusion.
You can categorize contacts, create custom stages, set suggestions, and track interactions, ensuring that no opportunity slips through the cracks.
Smooth Collaboration and Team Effort:.
facilitates collaboration by enabling you to share pipelines and interact with employee within the platform.
You can assign jobs, share crucial emails, and work together in real-time, improving efficiency and ensuring everybody stays on the same page.
Personalized Workflows:.
‘s versatile workflow system enables you to customize your pipelines and automate repetitive jobs.
You can produce design templates for common email reactions, schedule follow-ups, and set up tips, saving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, provides advantages in terms of coding and software application development. Here’s how:.
Developer-Friendly Combination:.
supplies a robust API and comprehensive developer paperwork, making it easy to integrate with other tools and develop custom-made options.
This versatility permits self-employed reporters with coding skills to extend the performance of and tailor it to their particular needs.
Job Management for Software Development:.
‘s pipeline feature can be adapted to handle software application advancement projects, from ideation to release.
You can produce custom-made phases for different development phases, designate tasks to team members, and track progress effectively.
Pros and Cons of
Pros:.
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
Instinctive interface and easy-to-use functions, minimizing the learning curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collaborative functions that boost team effort and interaction.
Developer-friendly API for integration and personalization.
Cost-effective solution for freelancers and small companies.
Cons:.
Minimal reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation features.
Dependence on Gmail for full performance, restricting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While offers substantial benefits for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
Cost:.
provides a more affordable solution, specifically for freelancers and small companies.
HubSpot has a complimentary version, but advanced functions require a higher-tier paid membership.
Functions and Complexity:.
offers a more extensive suite of features, including advanced marketing automation and analytics.
focuses on simpleness and ease of use, using a structured experience.
Integration:.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is advantageous for users greatly reliant on email interaction.
Conclusion:.
As an independent reporter, managing your hiring procedure and client relationships is vital to your success. offers a user-friendly and affordable option that perfectly integrates with Gmail, allowing you to simplify your operations and focus on your craft. While it may not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re an editor, material, or author developer, can empower you to take control of your freelance journalism career by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.