As a seasoned freelance reporter, I understand the challenges of handling projects, tracking leads, and nurturing client relationships. In this short article, I will dig into the benefits of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey people welcome back in this video I will be showing you how to utilize Adwords Integration Streak Crm for your customer relations cooperation communication and a lot more so let’s get into it firstly you need to go to streak.com and you will arrive at this site right here now is a kind of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is actually fantastic and I’ll reveal you how to do that as a total novice it will help you customize a best procedure for your team and you will have the ability to get your work done now let’s really get into the procedure now is offered as an extension and it’s entirely complimentary 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 contribute to Chrome click on 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 merely sign in ensure to sign.
into the exact same Gmail that you have added the uh you know streak to now it will ask you for your access and we’re gon na just scroll down and click permit after including this is what your Gmail will appear like now you can see here in our simple you know folders we are getting recently viewed all tracked e-mails and updated reply and then we have this brand-new choice 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 produce a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go create a new pipeline let’s actually do that you will click on brand-new pipeline here and we have various options first off we have the stages so this is where you will pick these phases 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 alright then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority industry offer size business size close rate e-mail thread count days and state and notes 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 in fact wished to develop another um you know phase here for example 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 really pick various colors for each of the stages however I think all of these are really already created so this is in fact pretty remarkable what I will do is I will in fact get rid of this one and if you seem like there is um I think pitched and demonstration are type of like the same thing we simply choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s get rid of the demo here and after that we have working out 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 various fields that you want so you will click this plus here and we have totally free form a date check box drop down General email e-mail 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 opt for 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 all right business’s size offer size and Company size alright let’s eliminate the business size and I’m gon na really discover something else within the basic where we have created by date created fans and more so I actually want to choose the developed.
by or perhaps the fans since I want to monitor my staff member that are actually 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 offered within streak is in fact one of the simplest and one of the most uh you understand flexible out there it’s really easy to use with design templates we have tasks too within my task again if I didn’t wish to go for these sales if I finished with jobs then I can choose the job stages 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 also provide it different different colors we likewise have service Dev here you can see then we have hiring so if you do hiring then this is going to be your stages task search investor fundraising others realty support and custom So within our support you can see we have actually inbound assigned working on resolved and noise this is actually respectable and we also have custom-made where I can really start something from the scratch totally according to my company for me we just have the sales so I’m gon na opt for 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 develop now it will just take a 2nd for a street to develop a pipeline for me so you can see this really looks pretty good now I will have the ability to include my Lead Series so you can in fact click this fall and we have handle stage or relabel so as I proceed as I add various 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 ADD box here and I’m going to include a box in the lead area here and let’s just call it new and click get in so now you can see we have actually one lead produced let’s state that there is really 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 by doing this 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 brand-new now once you create a lead we can actually click here and it will now open up the various fields that we added so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we created keep in mind and then we have invite colleagues so from here I can welcome the staff member we have add columns we have e-mails files and remarks you can switch to the emails and it will show you the emails that you got in files we can even upload files and then 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 develop a lead within your once you’re made with this you can actually click enter and it will be closed now it will show 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 called and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can perform bulk actions such as deleting and sharing also uh another thing with srix on top you will be able to see we have private alternative we have these three dots where we can discover these stages Integrations and automation this is among the essential ones click here and you’ll be able to really incorporate um other apps within yourr transfer information for notices for automations customized constructs and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they really quickly and produce our CSV files similarly now I can switch to my various folders that we have here and I can create a new pipeline we can change to our easy Gmail really easily from here and it will likewise show me the emails 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 merge e-mail and with merge email what happens is I can actually create a follow-up e-mails and different storage emails here and we have active advises so using is really easy you can get going for free by simply including the combination and now you understand how to utilize as a complete beginner don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me offer some context about my career and how it connects to. As an independent journalist, I have actually dealt with many customers, managed numerous tasks at the same time, and preserved an extensive network of contacts. Juggling these obligations can be frustrating, and I acknowledged the requirement for a central system to streamline my operations.
In my mission for a solution, I explored different platforms but found them to be either too complex or too pricey for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly integrates with Gmail, making it perfect for freelance reporters who heavily depend on email interaction. Here are some essential advantages of using for your freelance journalism employing process:.
User-friendly Email Tracking and Organization:.
permits you to track and arrange your emails effortlessly, giving you a clear introduction of your communications with customers, leads, and collaborators.
You can produce personalized pipelines straight within your inbox, making it simple to keep track of the development and handle of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to picture and handle your sales process from list building to job conclusion.
You can classify contacts, develop customized phases, set suggestions, and track interactions, guaranteeing that no chance slips through the fractures.
Smooth Collaboration and Team Effort:.
facilitates cooperation by allowing you to share pipelines and communicate with employee within the platform.
You can designate jobs, share essential e-mails, and work together in real-time, enhancing productivity and guaranteeing everybody remains on the exact same page.
‘s versatile workflow system enables you to tailor your pipelines and automate repetitive tasks.
You can create templates for common email responses, schedule follow-ups, and established suggestions, conserving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, provides advantages in terms of coding and software application development. Here’s how:.
supplies a robust API and comprehensive developer documents, making it easy to integrate with other tools and construct custom-made services.
This flexibility enables freelance reporters with coding skills to extend the functionality of and customize it to their particular needs.
Project Management for Software Development:.
‘s pipeline feature can be adjusted to manage software application advancement jobs, from ideation to release.
You can produce customized phases for different advancement phases, assign tasks to team members, and track development effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly user interface and easy-to-use functions, reducing the discovering 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.
Affordable solution for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation features.
Dependence on Gmail for complete performance, restricting compatibility with other email companies.
Comparison 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 quick contrast:.
offers a more budget friendly option, particularly for freelancers and small companies.
HubSpot has a complimentary variation, but advanced features need a higher-tier paid subscription.
Functions and Intricacy:.
offers a more thorough suite of functions, consisting of sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Both and integrate with numerous third-party tools.
‘s seamless combination with Gmail is beneficial for users heavily reliant on email communication.
As a self-employed reporter, managing your hiring procedure and customer relationships is critical to your success. offers a instinctive and budget friendly solution that seamlessly integrates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it may not have the innovative functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a author, content, or editor creator, can empower you to take control of your freelance journalism profession by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.