As a seasoned freelance reporter, I understand the challenges of handling tasks, tracking leads, and nurturing client relationships. In this short article, I will dive into the benefits 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 use for newbies hey people invite back in this video I will be showing you how to utilize Streak Sales Crm App for your client relations cooperation communication and much more so let’s enter it first of all you require to go to streak.com and you will arrive on this website right here now is a kind of CRM that we can add to our simple 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 show you how to do that as a total newbie it will help you personalize an ideal process for your group and you will be able to get your work done now let’s really enter into the procedure now is available as an extension and it’s completely totally free so once you get to the website you’ll get this option 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 ADD extension and your extension will be included fine 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 simply check in make sure to sign.
into the same Gmail that you have added the uh you know 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 including this is what your Gmail will look like now you can see here in our basic you understand folders we are getting recently viewed all tracked emails and updated 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 combines so you can see this is like our 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 working with so this is where we’ll go develop a new pipeline let’s actually do that you will click on brand-new pipeline here and we have different options firstly we have the stages so this is where you will select these phases for your pipeline and you can in fact we have actually 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 email last e-mail from lead Source priority industry deal 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 this Plus at the top and you will give your phase a name let’s say that you actually wished to develop another um you understand phase here for example let’s say 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 really currently developed 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 demonstration are kind of like the same thing we simply choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s get rid of 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 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 this plus here and we have free kind a date check box fall General e-mail email tracking job calls and conferences 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 opt for this one here this is the field that was in fact missing and I’ll actually rearrange and put the notes here alright email thread count close date fine business’s size deal size and Business size okay let’s get rid of the business size and I’m gon na really discover something else within the general where we have actually created by date produced fans and more so I actually want to opt for the produced.
by or perhaps the followers since I wish to track my staff member 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 great deal of alternatives available within streak is in fact one of the most convenient and among the most uh you know versatile out there it’s extremely easy to use with templates we have jobs too within my project again if I didn’t wish to choose these sales if I did with projects then I can go with the job stages right here and once again the fields the process is going to be similar you will choose these stages from here on this plus button here and you can also give it various various colors we also have business Dev here you can see then we have hiring so if you do working with then this is going to be your stages task search financier fundraising others property assistance and custom So within our support you can see we have inbound appointed working on resolved and sound this is actually respectable and we also have customized where I can really start something from the scratch absolutely according to my business for me we just have the sales so I’m gon na opt for the sales here and click on create personal or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click 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 be able to add my Lead Series so you can in fact click this fall and we have handle stage or rename so as I continue 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 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 brand-new and click go into so now you can see we have actually one lead created let’s say that there is in fact closed one so I’m going to include one here let’s just for now let’s call it new I’m going to add another lead let’s call it new two we can really open this up in a new tab from here too however I’m just for now I’m just gon na work in this manner now you can see we have 2 leads then let’s say there was a contacted too there’s one negotiating so I’ll just simply click on new now as soon as you produce a lead we can really click here and it will now open up 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 created keep in mind and then we have welcome teammates so from here I can welcome the team members we have include 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 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.
attachments so this is how you create a lead within your once you’re made with this you can actually click go into 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 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 perform bulk actions such as deleting and sharing as well uh another thing with srix at the top you will have the ability to see we have personal option we have these 3 dots where we can discover these phases Combinations and automation this is among the crucial ones click on this link and you’ll have the ability to really integrate um other apps within yourr transfer data for notices for automations custom-made builds and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really easily and develop 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 simple Gmail extremely quickly from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have produced we will even have our merge e-mails now with our so this is the merge email and with combine email what takes place is I can really produce a follow-up e-mails and different storage e-mails here and we have active instructs so utilizing is actually easy you can start free of charge by just including the combination and now you understand how to use as a complete novice don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me provide some context about my profession and how it connects to. As a self-employed reporter, I’ve dealt with many customers, handled multiple projects all at once, and maintained an extensive network of contacts. Balancing these obligations can be overwhelming, and I acknowledged the requirement for a central system to streamline my operations.
In my mission for a solution, I checked out various platforms but found them to be either too intricate or too pricey for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly integrates with Gmail, making it perfect for independent reporters who heavily rely on e-mail interaction. Here are some essential benefits of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Organization:.
allows you to track and organize your emails easily, offering you a clear introduction of your communications with clients, leads, and collaborators.
You can create adjustable pipelines straight within your inbox, making it easy to monitor the development and manage of your assignments and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and manage your sales process from lead generation to task completion.
You can categorize contacts, develop customized stages, set reminders, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Partnership and Teamwork:.
facilitates partnership by allowing you to share pipelines and communicate with team members within the platform.
You can designate tasks, share important e-mails, and team up in real-time, enhancing productivity and ensuring everyone remains on the very same page.
‘s flexible workflow system enables you to personalize your pipelines and automate recurring jobs.
You can develop design templates for common email responses, schedule follow-ups, and established suggestions, saving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, uses benefits in regards to coding and software application development. Here’s how:.
offers a robust API and extensive developer documentation, making it easy to integrate with other tools and build custom options.
This flexibility allows self-employed reporters with coding skills to extend the functionality of and customize it to their specific requirements.
Task Management for Software Advancement:.
‘s pipeline feature can be adapted to manage software application development projects, from ideation to deployment.
You can create custom-made stages for various advancement phases, designate tasks to employee, and track development efficiently.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive interface and easy-to-use functions, reducing the discovering curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collective functions that improve team effort and communication.
Developer-friendly API for integration and personalization.
Affordable option for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for full functionality, restricting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more economical option, particularly for freelancers and small businesses.
HubSpot has a complimentary variation, however advanced functions require a higher-tier paid subscription.
Functions and Intricacy:.
provides a more thorough suite of features, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Both and incorporate with various third-party tools.
‘s seamless integration with Gmail is advantageous for users heavily reliant on e-mail communication.
As a self-employed journalist, handling your hiring procedure and customer relationships is vital to your success. deals a intuitive and cost effective option that perfectly integrates with Gmail, allowing you to simplify your operations and focus on your craft. While it might not have the innovative features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a material, author, or editor creator, can empower you to take control of your freelance journalism career by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.