As a skilled freelance reporter, I understand the challenges of handling projects, tracking leads, and nurturing client relationships. In this short article, I will dig into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey guys invite back in this video I will be showing you how to use Cons Of Streak Crm for your customer relations cooperation interaction and much more so let’s get into it to start with you require to go to streak.com and you will arrive at this site right here now is a type of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is really remarkable and I’ll reveal you how to do that as a total beginner it will help you personalize a best process for your group and you will have the ability to get your work done now let’s actually get into the process now is offered as an extension and it’s completely complimentary so once 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 on add to Chrome click ADD extension and your extension will be added alright 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 make sure 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 gain access to and we’re gon na just scroll down and click on enable after including this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting recently viewed all tracked e-mails and upgraded reply and after that we have this new option 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 control panel for here I’ll have the ability to create a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go develop a new pipeline let’s really do that you will click on new pipeline here and we have various choices to start with we have the stages so this is where you will select these phases for your pipeline and you can actually we have a lead called pitched demonstration 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 email last e-mail from lead Source top priority market deal 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 on this Plus at the top and you will offer your phase a name let’s state that you actually wished to create another um you understand phase here for instance let’s state I didn’t have no strings so I can produce right here.
and you can give it your color so we can really choose different colors for each of the stages but I believe all of these are actually already produced so this is actually quite excellent what I will do is I will in fact eliminate this one and if you seem like there is um I think pitched and demo are sort of like the exact same thing we just opt for 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 demonstration 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 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 on this plus here and we have complimentary type a date check box drop down General email email tracking job calls and conferences 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 actually missing and I’ll really rearrange and put the notes here okay email thread count close date alright company’s size offer size and Business size all right let’s eliminate the company size and I’m gon na really find something else within the general where we have developed by date produced fans and more so I in fact wish to go for the produced.
by or possibly the followers since I wish to keep an eye on my team members 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 alternatives offered within streak is in fact among the most convenient and among the most uh you know flexible out there it’s very easy to use with templates we have tasks too within my job once again if I didn’t wish to go for these sales if I did with tasks then I can opt for the job phases right here and once again the fields the procedure is going to be similar you will pick these stages from here on this plus button here and you can also offer it various various colors we likewise have business Dev here you can see then we have hiring so if you do working with then this is going to be your phases job search investor fundraising others property support and customized So within our assistance you can see we have actually incoming assigned working on solved and sound this is actually pretty good and we likewise have custom where I can in fact start something from the scratch absolutely according to my organization for me we merely have the sales so I’m gon na go with the sales here and click create private or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click develop now it will just take a second 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 add my Lead Series so you can really click on this drop down 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 the top here include a box so click ADD box here and I’m going to include 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 developed let’s say that there is in fact 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 two we can actually open this up in a brand-new tab from here too but 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 gotten in touch with too there’s one negotiating so I’ll just simply click new now once you create a lead we can in fact click on this link and it will now open up the different fields that we added so this is a new Elite that I developed and we have all of these different columns we have the fields that we created 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 comments you can change to the emails and it will show you the e-mails that you got in files we can even publish files and then we have the remarks at the top here again we have the call log we have our conference notes and we even have our.
accessories so this is how you develop a lead within your when you’re made with this you can in fact click on 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 2 leads one called 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 perform bulk actions such as erasing and sharing also uh one more thing with srix at the top you will have the ability to see we have private alternative we have these three dots where we can find these phases Combinations and automation this is one of the essential ones click here and you’ll be able to really incorporate um other apps within yourr transfer data for alerts for automations customized develops and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they extremely easily and develop our CSV files likewise now I can switch to my different folders that we have here and I can develop a new pipeline we can switch to our simple Gmail really quickly from here and it will likewise show me the emails that I will be getting for my pipelines that I have developed we will even have our merge emails now with our so this is the merge email and with merge e-mail what happens is I can actually produce a follow-up e-mails and different storage emails here and we have active instructs so utilizing is actually easy you can begin totally free by simply including the integration and now you understand how to use as a total beginner do not.
My Journey as a Freelance Reporter:.
Before 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 worked with numerous clients, handled several projects all at once, and maintained an extensive network of contacts. Juggling these responsibilities can be frustrating, and I recognized the requirement for a central system to enhance my operations.
In my mission for a service, I explored different platforms but discovered them to be either too intricate or too expensive 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 ideal for independent journalists who greatly depend on email interaction. Here are some key advantages of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Company:.
allows you to track and organize your e-mails easily, offering you a clear overview of your communications with clients, leads, and collaborators.
You can develop adjustable pipelines directly within your inbox, making it easy to keep track of the development and manage of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and handle your sales process from list building to task completion.
You can classify contacts, develop custom-made phases, set tips, and track interactions, ensuring that no chance slips through the cracks.
Seamless Cooperation and Team Effort:.
helps with partnership by permitting you to share pipelines and interact with staff member within the platform.
You can designate tasks, share essential emails, and collaborate in real-time, boosting productivity and ensuring everybody remains on the exact same page.
‘s versatile workflow system allows you to customize your pipelines and automate repetitive tasks.
You can create templates for common e-mail responses, schedule follow-ups, and set up tips, saving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, uses advantages in terms of coding and software application advancement. Here’s how:.
provides a robust API and extensive developer documentation, making it easy to incorporate with other tools and construct custom services.
This flexibility allows freelance journalists with coding abilities to extend the performance of and tailor it to their particular requirements.
Task Management for Software Application Development:.
‘s pipeline function can be adapted to manage software application development tasks, from ideation to implementation.
You can create custom stages for different advancement stages, designate jobs to team members, and track development effectively.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and user friendly functions, reducing the finding out curve.
Personalized pipelines and workflows to adapt to private requirements.
Collective functions that improve team effort and interaction.
Developer-friendly API for combination and customization.
Cost-effective service for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for full performance, limiting compatibility with other email companies.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
offers a more economical option, specifically for freelancers and small companies.
HubSpot has a totally free variation, however advanced features require a higher-tier paid subscription.
Features and Intricacy:.
offers a more comprehensive suite of features, consisting of sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s seamless integration with Gmail is useful for users greatly reliant on email interaction.
As a freelance reporter, managing your hiring procedure and customer relationships is vital to your success. offers a intuitive and budget friendly solution that flawlessly incorporates with Gmail, enabling you to streamline your operations and focus on your craft. While it may not have the sophisticated features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a material, author, or editor 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 impact of Streak CRM in your freelance journalism endeavors.