As a seasoned freelance journalist, I understand the obstacles of managing jobs, tracking leads, and nurturing customer relationships. In this article, I will dig into the benefits of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for beginners hey people invite back in this video I will be showing you how to use Switching From Streak Crm for your client relations partnership interaction and a lot more so let’s enter it first off you require to go to streak.com and you will arrive at this site 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 actually turn our Gmail into a platform which is actually fantastic and I’ll reveal you how to do that as a complete newbie it will help you tailor an ideal process for your team and you will be able to get your work done now let’s really enter into the procedure now is readily available as an extension and it’s completely 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 add to Chrome click ADD extension and your extension will be included all right 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 just check in make sure to sign.
into the exact same Gmail that you have included the uh you know streak to now it will ask you for your access and we’re gon na just scroll down and click allow after adding this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting just recently seen all tracked emails 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 resembles our new dashboard for here I’ll have the ability to create a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go produce a new pipeline let’s actually do that you will click new pipeline here and we have different alternatives to start with we have the stages so this is where you will select these stages for your pipeline and you can really we have a lead gotten in touch with pitched demo working out close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority industry offer size company size close rate e-mail thread count days and state and keeps in mind so if you wish to include another phase you will click this Plus at the top and you will provide your phase a name let’s state that you really 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 offer it your color so we can actually pick various colors for each of the stages however I think all of these are actually currently produced so this is really quite impressive what I will do is I will actually eliminate this one and if you seem like there is um I think 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 2 what I’ll do is really 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 phases then I will scroll down to the fields here with each pipeline what are the different fields that you want so you will click on this plus here and we have complimentary type a date check box fall General e-mail email tracking job 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 in fact missing out on and I’ll in fact reorganize and put the notes here alright e-mail thread count close date alright business’s size offer size and Business size alright let’s eliminate the company size and I’m gon na actually find something else within the basic where we have actually produced by date produced followers and more so I really want to opt for the developed.
by or perhaps the followers due to the fact that I wish to track my employee that are in fact following this so I will you understand 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 choices readily available within streak is in fact among the easiest and one of the most uh you know flexible out there it’s really easy to use with templates we have jobs too within my task once again if I didn’t want to go for these sales if I finished with projects then I can choose the task stages right here and once again the fields the process is going to be similar you will pick these stages from here on this plus button here and you can also provide it various different colors we also have service 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 financier fundraising others realty support and customized So within our support you can see we have incoming designated working on fixed and noise this is actually respectable and we also have custom where I can in fact start something from the scratch totally according to my business for me we simply have the sales so I’m gon na choose the sales here and click on develop personal or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click on create now it will simply take a second for a street to create 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 really click on this drop down and we have manage phase or relabel 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 new and click get in so now you can see we have actually one lead created 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 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 simply gon na work this way now you can see we have 2 leads then let’s say there was a called too there’s one negotiating so I’ll just merely click on new now when you produce a lead we can actually click here and it will now open the various fields that we added so this is a brand-new Elite that I produced and we have all of these different columns we have the fields that we produced keep in mind and after that we have invite teammates so from here I can invite the employee we have include columns we have emails files and remarks you can switch to the e-mails and it will reveal you the e-mails that you got in files we can even upload files and then 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 develop a lead within your when you’re made with this you can really click enter 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 2 leads one gotten in touch with 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 too uh another thing with srix at the top you will have the ability to see we have personal choice we have these three dots where we can find these stages Integrations and automation this is one of the important ones click here and you’ll have the ability to really integrate um other apps within yourr transfer information for alerts for automations customized develops 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 create our CSV files likewise now I can change to my various folders that we have here and I can develop a new pipeline we can change to our easy Gmail extremely quickly from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have actually created we will even have our combine e-mails now with our so this is the combine e-mail and with combine 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 simple you can begin free of charge by simply including the integration and now you know how to utilize as a complete 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 connects to. As a freelance reporter, I have actually worked with numerous clients, handled numerous tasks all at once, and preserved a substantial network of contacts. Balancing these duties can be frustrating, and I acknowledged the requirement for a centralized system to improve my operations.
In my quest for a service, I checked out different platforms however discovered them to be either too complex or too costly for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly integrates with Gmail, making it ideal for independent journalists who greatly count on email communication. Here are some crucial benefits of using for your freelance journalism employing process:.
Intuitive Email Tracking and Company:.
permits you to track and organize your emails easily, giving you a clear summary of your interactions with clients, leads, and collaborators.
You can produce personalized pipelines straight within your inbox, making it easy to manage and keep track of the progress of your assignments and jobs.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to envision and handle your sales process from list building to job conclusion.
You can categorize contacts, create customized stages, set suggestions, and track interactions, guaranteeing that no chance slips through the cracks.
Seamless Collaboration and Team Effort:.
facilitates collaboration by allowing you to share pipelines and communicate with employee within the platform.
You can designate jobs, share crucial emails, and collaborate in real-time, enhancing efficiency and ensuring everyone stays on the same page.
‘s versatile workflow system allows you to tailor your pipelines and automate repeated jobs.
You can develop templates for typical email actions, schedule follow-ups, and established suggestions, saving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, offers advantages in terms of coding and software application development. Here’s how:.
offers a robust API and extensive designer documents, making it simple to incorporate with other tools and construct customized options.
This versatility enables freelance reporters with coding abilities to extend the performance of and customize it to their specific needs.
Job Management for Software Application Development:.
‘s pipeline function can be adjusted to handle software application advancement projects, from ideation to release.
You can create customized phases for different development stages, assign tasks to employee, and track progress effectively.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive interface and easy-to-use features, minimizing the discovering curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collective features that improve team effort and interaction.
Developer-friendly API for integration and customization.
Cost-effective option for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for complete functionality, limiting compatibility with other email providers.
Contrast with HubSpot CRM:.
While deals significant benefits for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more budget friendly solution, especially for freelancers and small companies.
HubSpot has a totally free variation, but advanced functions need a higher-tier paid subscription.
Features and Intricacy:.
supplies a more comprehensive suite of functions, including innovative marketing automation and analytics.
concentrates on simplicity and ease of use, offering a streamlined experience.
Both and incorporate with various third-party tools.
‘s seamless integration with Gmail is advantageous for users greatly reliant on email communication.
As a self-employed journalist, managing your hiring process and customer relationships is paramount to your success. offers a cost effective and intuitive service that flawlessly integrates with Gmail, allowing you to simplify your operations and focus on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re an editor, author, or content developer, can empower you to take control of your freelance journalism profession by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.