As a skilled freelance journalist, I comprehend the obstacles of managing tasks, tracking leads, and nurturing client relationships. In this post, I will delve into the advantages of utilizing for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for novices hey guys welcome back in this video I will be showing you how to use Advanced Settings Streak Crm for your client relations partnership interaction and much more so let’s enter into it firstly you need to go to streak.com and you will arrive on this website right here now is a sort of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is truly amazing and I’ll reveal you how to do that as a total newbie it will assist you personalize a perfect process for your team and you will have the ability to get your work done now let’s really get into the process now is available as an extension and it’s totally totally free so when you get to the website you’ll get this option 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 on add to Chrome click on ADD extension and your extension will be added fine it’s done and now it is contributing 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 just check in ensure to sign.
into the exact same Gmail that you have actually included the uh you know streak to now it will ask you for your access and we’re gon na merely 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 viewed all tracked e-mails and upgraded reply and then we have this brand-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 new dashboard for here I’ll be able to create a brand-new pipeline we have our sales orders sales 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 different alternatives firstly we have the stages so this is where you will select these stages for your pipeline and you can actually we have a lead called pitched demo negotiating close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last email last e-mail from lead Source concern industry offer size business size close rate email thread count days and state and notes so if you wish to add another stage you will click on this Plus at the top and you will provide your stage a name let’s say that you really wanted to produce another um you know stage here for example let’s state I didn’t have no strings so I can create right here.
and you can offer it your color so we can in fact select various colors for each of the stages however I think all of these are in fact already produced so this is really pretty remarkable what I will do is I will really eliminate this one and if you seem like there is um I believe pitched and demonstration are sort of like the exact same thing we just choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s get rid of the demo here and then we have negotiating with negotiating I can opt for 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 totally free form a date check box drop down General email email tracking task calls and meetings 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 go with this one here this is the field that was really missing out on and I’ll in fact rearrange and put the notes here okay e-mail thread count close date fine business’s size deal size and Company size okay let’s get rid of the business size and I’m gon na actually find something else within the general where we have created by date developed fans and more so I really want to go for the produced.
by or possibly the followers due to the fact that I want to keep an eye on my team members that are really following this so I will you know put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a lot of choices offered within streak is in fact among the most convenient and one of the most uh you understand versatile out there it’s extremely easy to use with templates we have projects too within my project once again if I didn’t want to choose these sales if I finished with tasks then I can choose the job phases 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 likewise provide it various different colors we also have company Dev here you can see then we have employing so if you do employing then this is going to be your phases job search investor fundraising others property assistance and custom So within our assistance you can see we have inbound designated dealing with resolved and sound this is really respectable and we likewise have customized where I can really start something from the scratch completely according to my company for me we merely have the sales so I’m gon na opt for the sales here and click develop private or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click produce now it will just take a 2nd for a street to create a pipeline for me so you can see this really looks respectable now I will have the ability to add my Lead Series so you can really click on this fall and we have handle stage or rename so as I proceed as I add different 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 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 go into so now you can see we have 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 just gon na work in this manner now you can see we have two leads then let’s state there was a called as well there’s one negotiating so I’ll just merely click on brand-new now when you create a lead we can in fact click on this link and it will now open the different 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 remember and after that we have invite colleagues so from here I can welcome the team members we have add columns we have emails files and comments you can change to the emails and it will reveal you the emails that you got in files we can even submit files and then we have the remarks 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 once you’re done with this you can in fact click go into and it will be closed now it will reveal you something like this we have all of our information gathered here and at the top we’re getting our account such as two leads one contacted and something like this and this is where you will be getting your list we can pick various leads from here the stages and we can carry out bulk actions such as deleting and sharing also uh another thing with srix on top you will have the ability to see we have personal option we have these three dots where we can find these stages Combinations and automation this is among the important ones click on this link and you’ll have the ability to really incorporate um other apps within yourr transfer information for notifications for automations custom-made constructs and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely quickly and develop our CSV files likewise now I can change to my different folders that we have here and I can create a brand-new pipeline we can switch to our basic Gmail extremely quickly from here and it will also show me the e-mails that I will be receiving for my pipelines that I have created we will even have our combine emails now with our so this is the merge e-mail and with merge email what occurs is I can really develop a follow-up emails and various storage emails here and we have active advises so using is actually simple you can get going for free by just including the combination and now you understand how to use as a total beginner do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me supply some context about my career and how it associates with. As a freelance reporter, I’ve dealt with many customers, managed several jobs concurrently, and maintained a comprehensive network of contacts. Balancing these duties can be frustrating, and I acknowledged the requirement for a centralized system to improve my operations.
In my mission for an option, I explored numerous platforms however found them to be either too costly or too intricate for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly integrates with Gmail, making it perfect for freelance journalists who heavily count on e-mail interaction. Here are some key advantages of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Organization:.
enables you to track and organize your e-mails effortlessly, giving you a clear introduction of your communications with clients, leads, and partners.
You can create customizable pipelines directly within your inbox, making it easy to keep track of the development and handle of your tasks and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to envision and handle your sales procedure from lead generation to project conclusion.
You can categorize contacts, produce customized phases, set suggestions, and track interactions, making sure that no chance slips through the cracks.
Smooth Collaboration and Team Effort:.
helps with collaboration by permitting you to share pipelines and interact with team members within the platform.
You can designate tasks, share crucial e-mails, and collaborate in real-time, boosting efficiency and ensuring everyone stays on the same page.
‘s flexible workflow system allows you to customize your pipelines and automate repeated jobs.
You can develop design templates for typical e-mail reactions, schedule follow-ups, and set up tips, conserving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, offers advantages in terms of 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 construct custom solutions.
This flexibility allows independent journalists with coding skills to extend the functionality of and customize it to their particular needs.
Project Management for Software Advancement:.
‘s pipeline function can be adjusted to handle software application advancement tasks, from ideation to release.
You can create custom phases for various advancement stages, appoint jobs to staff member, and track progress effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
User-friendly user interface and easy-to-use features, decreasing the finding out curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collective features that improve teamwork and interaction.
Developer-friendly API for integration and modification.
Cost-effective solution for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for complete performance, restricting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more cost effective solution, specifically for freelancers and small businesses.
HubSpot has a free variation, however advanced functions require a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more thorough suite of features, including sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Both and incorporate with different third-party tools.
‘s seamless combination with Gmail is helpful for users heavily reliant on e-mail communication.
As a freelance reporter, handling your hiring process and client relationships is paramount to your success. offers a instinctive and affordable service that seamlessly integrates with Gmail, enabling you to improve your operations and concentrate on your craft. While it may not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re an editor, writer, or material developer, can empower you to take control of your freelance journalism profession by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.