As a seasoned freelance reporter, I understand the obstacles of handling tasks, tracking leads, and nurturing client relationships. In this short article, I will dive into the benefits of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey people invite back in this video I will be showing you how to use Crm Tools Including Streak for your consumer relations partnership interaction and a lot more so let’s get into it first of all you need 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 simple Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is really incredible and I’ll show you how to do that as a total beginner it will help you customize an ideal procedure for your group and you will be able to get your work done now let’s actually enter into the process now is readily available as an extension and it’s entirely 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 contribute to Chrome click ADD extension and your extension will be added fine it’s done and now it is adding 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 very same Gmail that you have included the uh you understand streak to now it will ask you for your access and we’re gon na simply scroll down and click permit after adding this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting just recently seen all tracked emails 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 control panel for here I’ll be able to produce a 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 brand-new pipeline here and we have different options first off we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have a lead gotten in touch with pitched demonstration working out close phone closed uh you know then we have supporting alright then we have Fields so in fields we have a date of last email last email from lead Source priority industry deal size company size close rate email thread count days and state and notes so if you want to add another stage you will click on this Plus on top and you will offer your stage a name let’s say that you in fact wanted to create another um you understand stage 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 in fact choose various colors for each of the stages however I believe all of these are really already developed so this is in fact quite outstanding what I will do is I will actually 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 simply go with 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 after that 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 various fields that you want so you will click on this plus here and we have totally free form a date check box fall General e-mail 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 go with this one here this is the field that was actually missing and I’ll really rearrange and put the notes here all right email thread count close date all right business’s size offer size and Company size fine let’s eliminate the company size and I’m gon na actually discover something else within the general where we have actually developed by date created fans and more so I actually wish to go for the created.
by or maybe the fans since I wish to track 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 wanted for my pipeline now you can see there are a great deal of choices readily available within streak is in fact one of the most convenient and among the most uh you understand flexible out there it’s extremely easy to use with templates we have projects too within my project once again if I didn’t wish to go for these sales if I did with jobs then I can choose the job stages right here and once again the fields the process is going to be similar you will pick these phases from here on this plus button here and you can likewise give it various different colors we also have business Dev here you can see then we have hiring so if you do hiring then this is going to be your phases job search financier fundraising others real estate assistance and custom So within our support you can see we have incoming assigned working on dealt with and noise this is really pretty good and we also have custom-made where I can in fact start something from the scratch completely 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 opt for the shared one here and click produce now it will simply take a 2nd for a street to create a pipeline for me so you can see this really looks pretty good now I will be able to add my Lead Series so you can really click this drop down and we have manage stage or relabel so as I continue as I add different leads here what I I will do is I’ll just simply click and I’ll have the ability 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 brand-new and click on enter so now you can see we have one lead produced let’s say that there is in fact closed one so I’m going to include 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 2 we can really open this up in a new tab from here too but I’m just for now I’m simply gon na work in this manner now you can see we have two leads then let’s state there was a called also there’s one negotiating so I’ll just merely click brand-new now as soon as you produce a lead we can actually click on this link and it will now open up the different fields that we added so this is a new Elite that I produced and we have all of these various columns we have the fields that we created remember and then we have invite colleagues so from here I can welcome the staff member we have add columns we have emails files and remarks you can switch to the emails and it will reveal you the emails that you got in files we can even publish files and after that 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 produce a lead within your when you’re finished 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 data 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 pick 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 Combinations and automation this is among the crucial ones click here and you’ll have the ability to really integrate um other apps within yourr transfer data for notifications for automations custom builds 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 create our CSV files likewise now I can switch to my various folders that we have here and I can create a new pipeline we can change to our basic Gmail very easily from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have produced we will even have our merge e-mails now with our so this is the combine e-mail and with merge email what happens is I can actually create a follow-up e-mails and various storage e-mails here and we have active advises so using is truly simple you can get started totally free by simply adding the integration and now you understand how to utilize as a complete beginner do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me offer some context about my profession and how it relates to. As a self-employed reporter, I’ve dealt with various customers, managed several tasks at the same time, and maintained a substantial network of contacts. Juggling these obligations can be overwhelming, and I recognized the requirement for a central system to improve my operations.
In my mission for a solution, I checked out different platforms however discovered them to be either too expensive or too complicated for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly integrates with Gmail, making it perfect for self-employed reporters who heavily rely on e-mail interaction. Here are some crucial advantages of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Company:.
allows you to track and arrange your emails easily, offering you a clear overview of your communications with customers, leads, and partners.
You can create customizable pipelines directly within your inbox, making it easy to keep track of the progress and manage of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to picture and handle your sales procedure from lead generation to task completion.
You can classify contacts, create customized phases, set pointers, and track interactions, making sure that no chance slips through the fractures.
Smooth Partnership and Team Effort:.
facilitates cooperation by allowing you to share pipelines and communicate with staff member within the platform.
You can assign tasks, share essential emails, and team up in real-time, boosting efficiency and making sure everybody stays on the same page.
‘s versatile workflow system allows you to customize your pipelines and automate repetitive tasks.
You can produce design templates for common e-mail responses, schedule follow-ups, and set up suggestions, conserving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in independent journalism, uses benefits in regards to coding and software application advancement. Here’s how:.
provides a robust API and substantial developer documentation, making it simple to integrate with other tools and construct custom options.
This versatility allows independent reporters with coding abilities to extend the functionality of and customize it to their particular needs.
Project Management for Software Advancement:.
‘s pipeline feature can be adjusted to handle software advancement tasks, from ideation to implementation.
You can create customized stages for various advancement stages, designate jobs to employee, and track progress effectively.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and user friendly features, decreasing the finding out curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collaborative functions that enhance teamwork and communication.
Developer-friendly API for integration and modification.
Economical solution for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation functions.
Reliance on Gmail for complete performance, restricting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
offers a more affordable option, specifically for freelancers and small businesses.
HubSpot has a free variation, but advanced functions need a higher-tier paid subscription.
Features and Complexity:.
supplies a more detailed suite of features, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, offering a streamlined experience.
Both and integrate with various third-party tools.
‘s seamless integration with Gmail is useful for users heavily reliant on e-mail interaction.
As a freelance reporter, managing your hiring process and customer relationships is paramount to your success. offers a economical and instinctive solution that perfectly integrates with Gmail, enabling you to improve your operations and focus on your craft. While it may not have the advanced functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re an editor, author, or content creator, can empower you to take control of your freelance journalism career by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.