As a skilled freelance reporter, I understand the difficulties of handling jobs, tracking leads, and supporting client relationships. In this post, I will dive into the benefits of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for beginners hey guys invite back in this video I will be showing you how to use Crm Free Streak for your client relations collaboration communication and far more so let’s enter it to start with you require to go to streak.com and you will land on 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 actually incredible and I’ll reveal you how to do that as a complete newbie it will assist you personalize a best procedure for your team and you will have the ability to get your work done now let’s in fact enter the procedure now is offered as an extension and it’s completely free so when you get to the website you’ll get this alternative 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 add to Chrome click ADD extension and your extension will be added 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 merely check in ensure to sign.
into the 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 permit after adding this is what your Gmail will look like now you can see here in our basic you know folders we are getting just recently seen all tracked e-mails and upgraded reply and then we have this brand-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 control panel for here I’ll be able to produce a brand-new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go create a new pipeline let’s actually do that you will click new pipeline here and we have various choices to start with we have the stages so this is where you will choose these phases for your pipeline and you can actually we have a lead gotten in touch with pitched demonstration negotiating close phone closed uh you understand then we have nurturing alright then we have Fields so in fields we have a date of last email last email from lead Source priority market deal size company size close rate email thread count days and state and keeps in mind so if you wish to include another stage you will click on this Plus on top and you will give your stage a name let’s say that you actually wished to create another um you understand phase here for instance let’s say I didn’t have no strings so I can create right here.
and you can offer it your color so we can really select various colors for each of the stages but I believe all of these are actually currently developed so this is actually pretty impressive what I will do is I will actually eliminate this one and if you feel like there is um I think pitched and demo are kind of like the same thing we just choose the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s eliminate the demonstration here and after that we have working out with negotiating I can opt for 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 email email tracking task calls and meetings 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 choose this one here this is the field that was in fact missing and I’ll in fact rearrange and put the notes here all right email thread count close date all right company’s size offer size and Business size alright let’s get rid of the business size and I’m gon na actually find something else within the basic where we have developed by date developed fans and more so I really wish to go for the created.
by or maybe the followers since I want to keep track of my team members 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 wanted for my pipeline now you can see there are a lot of choices offered within streak is really among the simplest and among the most uh you understand versatile out there it’s really easy to use with templates we have jobs too within my job once again if I didn’t want to opt for these sales if I did with tasks then I can go with 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 likewise provide it various various colors we likewise have company Dev here you can see then we have employing so if you do employing then this is going to be your stages job search financier fundraising others property assistance and custom So within our assistance you can see we have actually inbound assigned working on resolved and sound this is in fact respectable and we also have custom-made where I can actually start something from the scratch totally according to my business for me we just have the sales so I’m gon na choose the sales here and click on produce 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 just take a second for a street to create a pipeline for me so you can see this in fact looks respectable now I will be able to include my Lead Series so you can really click on this drop down and we have handle phase 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 add a box so click on ADD box here and I’m going to include a box in the lead section here and let’s simply call it brand-new and click on 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 add another lead let’s call it new two we can really open this up in a brand-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 two leads then let’s say there was a called too there’s one working out so I’ll just simply click on brand-new now as soon as you produce a lead we can actually click on this link and it will now open the different 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 developed keep in mind and then we have welcome colleagues so from here I can welcome the team members we have include columns we have e-mails files and comments you can switch to the e-mails and it will show you the e-mails that you got in files we can even submit files and after that 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 once you’re done 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 information collected 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 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 personal alternative we have these three dots where we can find these phases Combinations and automation this is among the crucial ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer information for notices for automations customized builds and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they really easily and develop our CSV files similarly now I can switch to my different folders that we have here and I can develop a new pipeline we can change to our simple Gmail very easily from here and it will also reveal me the emails that I will be receiving for my pipelines that I have actually created we will even have our merge e-mails now with our so this is the merge email and with merge email what happens is I can in fact develop a follow-up e-mails and various storage e-mails here and we have active advises so utilizing is truly easy you can start totally free by just adding 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 information of Streak, let me offer some context about my profession and how it relates to. As an independent reporter, I have actually worked with numerous clients, handled multiple jobs at the same time, and preserved a comprehensive network of contacts. Juggling these responsibilities can be frustrating, and I acknowledged the requirement for a central system to improve my operations.
In my mission for an option, I checked out numerous platforms however found them to be either too complicated or too costly 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 client relationship management tool that perfectly incorporates with Gmail, making it ideal for self-employed journalists who greatly depend on email interaction. Here are some crucial benefits of using for your freelance journalism working with process:.
Instinctive Email Tracking and Company:.
permits you to track and arrange your emails easily, offering you a clear overview of your interactions with clients, leads, and collaborators.
You can produce adjustable pipelines directly within your inbox, making it easy to keep track of the development and handle of your jobs and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to visualize and handle your sales process from list building to project conclusion.
You can classify contacts, produce custom phases, set reminders, and track interactions, making sure that no opportunity slips through the fractures.
Seamless Collaboration and Team Effort:.
assists in collaboration by permitting you to share pipelines and interact with team members within the platform.
You can designate jobs, share crucial emails, and collaborate in real-time, enhancing productivity and guaranteeing everybody stays on the very same page.
‘s versatile workflow system allows you to personalize your pipelines and automate repeated tasks.
You can produce templates for common email actions, schedule follow-ups, and set up pointers, saving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, uses advantages in terms of coding and software application advancement. Here’s how:.
offers a robust API and comprehensive developer documentation, making it easy to incorporate with other tools and build customized options.
This versatility enables freelance journalists with coding abilities to extend the functionality of and customize it to their specific needs.
Project Management for Software Application Development:.
‘s pipeline feature can be adapted to handle software advancement projects, from ideation to deployment.
You can create custom-made phases for various advancement stages, assign jobs to employee, and track development efficiently.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
User-friendly interface and user friendly features, reducing the discovering curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collective features that improve teamwork and communication.
Developer-friendly API for integration and personalization.
Affordable option for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation functions.
Reliance on Gmail for complete functionality, restricting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While offers substantial advantages for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more cost effective service, especially for freelancers and small companies.
HubSpot has a totally free variation, however advanced functions require a higher-tier paid membership.
Features and Intricacy:.
provides a more thorough suite of features, consisting of innovative marketing automation and analytics.
focuses on simplicity and ease of use, using a structured experience.
Both and incorporate with numerous third-party tools.
‘s smooth integration with Gmail is beneficial for users greatly reliant on email interaction.
As a freelance reporter, handling your hiring process and customer relationships is vital to your success. offers a instinctive and inexpensive solution that seamlessly integrates with Gmail, allowing you to streamline your operations and focus on your craft. While it might not have the sophisticated features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a material, writer, or editor developer, can empower you to take control of your freelance journalism career by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.