As a seasoned freelance reporter, I understand the challenges of handling jobs, tracking leads, and nurturing customer relationships. In this article, I will dig into the benefits of utilizing for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for beginners hey people invite back in this video I will be showing you how to use Highrise Crm Vs Streak for your client relations collaboration communication and far more so let’s enter it first off you need to go to streak.com and you will land on this site right here now is a type 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 complete newbie it will help you customize a perfect procedure for your team and you will be able to get your work done now let’s in fact enter into the procedure now is readily available as an extension and it’s completely free so once you get to the website you’ll get this alternative here which is add to Chrome and you’re.
going to pick 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 added alright 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 merely check in make certain to sign.
into the very 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 on enable after including this is what your Gmail will appear like now you can see here in our easy you know folders we are getting just recently viewed all tracked emails and updated reply and after that we have this new choice which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this resembles our new dashboard for here I’ll be able to create a new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go produce a new pipeline let’s actually do that you will click brand-new pipeline here and we have various choices firstly we have the stages so this is where you will select these phases for your pipeline and you can in fact we have a lead gotten in touch with pitched demo working out close phone closed uh you understand then we have nurturing all right then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority market deal size company size close rate e-mail thread count days and state and keeps in mind so if you want to add another phase you will click this Plus at the top and you will provide your phase a name let’s state that you actually wanted to produce another um you understand phase here for instance let’s state I didn’t have no strings so I can create right here.
and you can provide it your color so we can really pick different colors for each of the stages however I believe all of these are really currently developed so this is in fact pretty remarkable what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demo are sort of like the exact same thing we simply opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s get rid of the demo here and then 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 various fields that you desire so you will click this plus here and we have complimentary kind a date check box fall General e-mail email tracking task calls and meetings so I don’t 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 reorganize and put the notes here all right e-mail thread count close date fine business’s size deal size and Company size alright let’s get rid of the company size and I’m gon na actually discover something else within the basic where we have actually developed by date created followers and more so I actually wish to opt for the developed.
by or possibly the fans since I wish to monitor 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 desired for my pipeline now you can see there are a great deal of choices readily available within streak is in fact among the easiest and one of the most uh you understand flexible out there it’s really easy to use with templates we have projects too within my job once again if I didn’t wish to opt for these sales if I finished with tasks then I can choose the task stages right here and once again the fields the process is going to be comparable you will choose these stages from here on this plus button here and you can also give it different different colors we also have service Dev here you can see then we have hiring so if you do employing then this is going to be your phases job search financier fundraising others realty assistance and custom-made So within our assistance you can see we have actually inbound designated working on resolved and sound this is actually respectable and we also have customized where I can in fact start something from the scratch completely according to my organization for me we simply have the sales so I’m gon na go with the sales here and click on create private or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click create now it will simply take a 2nd for a street to develop a pipeline for me so you can see this in fact looks pretty good now I will be able to add my Lead Series so you can in fact click this fall and we have manage stage or relabel so as I continue as I include various leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click on 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 new and click get in so now you can see we have actually one lead created 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 brand-new I’m going to include another lead let’s call it brand-new 2 we can in fact open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work by doing this now you can see we have two leads then let’s say there was a called as well there’s one working out so I’ll just simply click brand-new now as soon as you create a lead we can actually click here and it will now open the various fields that we included so this is a new Elite that I created and we have all of these different columns we have the fields that we created remember and then we have welcome teammates so from here I can invite 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 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 produce a lead within your when you’re made with this you can in fact click on 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 select various leads from here the stages and we can perform bulk actions such as deleting and sharing too uh another thing with srix on top you will have the ability to see we have private choice we have these 3 dots where we can find these phases Combinations and automation this is one of the important ones click here and you’ll be able to in fact integrate um other apps within yourr transfer data for notices for automations customized develops and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really quickly and produce our CSV files similarly now I can switch to my various folders that we have here and I can produce a brand-new pipeline we can switch to our basic Gmail really quickly from here and it will also show me the e-mails that I will be getting for my pipelines that I have actually produced we will even have our combine emails now with our so this is the combine e-mail and with merge email what occurs is I can really produce a follow-up emails and different storage e-mails here and we have active instructs so using is truly easy you can begin totally free by just adding the combination and now you know how to use as a complete newbie don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me offer some context about my profession and how it associates with. As a self-employed journalist, I’ve dealt with many clients, handled multiple jobs concurrently, and maintained an extensive network of contacts. Juggling these obligations can be frustrating, and I acknowledged the requirement for a central system to simplify my operations.
In my quest for a solution, I checked out different platforms but discovered them to be either too expensive or too intricate for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly integrates with Gmail, making it ideal for self-employed journalists who heavily depend on email communication. Here are some essential benefits of using for your freelance journalism employing process:.
Intuitive Email Tracking and Organization:.
allows you to track and arrange your emails easily, giving you a clear introduction of your interactions with customers, leads, and collaborators.
You can produce customizable pipelines straight within your inbox, making it simple to keep an eye on the progress and handle of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and manage your sales process from list building to job completion.
You can categorize contacts, develop customized stages, set suggestions, and track interactions, making sure that no opportunity slips through the cracks.
Seamless Cooperation and Team Effort:.
helps with collaboration by enabling you to share pipelines and communicate with team members within the platform.
You can appoint jobs, share important emails, and work together in real-time, enhancing productivity and guaranteeing everyone remains on the same page.
‘s versatile workflow system enables you to customize your pipelines and automate recurring jobs.
You can develop design templates for common email actions, schedule follow-ups, and set up reminders, conserving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, provides benefits in terms of coding and software application advancement. Here’s how:.
offers a robust API and comprehensive developer documentation, making it easy to integrate with other tools and develop custom-made options.
This flexibility permits independent reporters with coding abilities to extend the performance of and tailor it to their particular requirements.
Project Management for Software Advancement:.
‘s pipeline function can be adjusted to handle software development projects, from ideation to deployment.
You can produce custom stages for various development phases, appoint jobs to staff member, and track development efficiently.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and easy-to-use features, lessening the learning curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collective functions that enhance team effort and interaction.
Developer-friendly API for combination and modification.
Cost-effective solution for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for full performance, restricting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While deals considerable advantages for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more cost effective service, especially for freelancers and small companies.
HubSpot has a complimentary variation, however advanced functions need a higher-tier paid subscription.
Features and Complexity:.
supplies a more extensive suite of features, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, providing a structured experience.
Both and integrate with numerous third-party tools.
‘s seamless combination with Gmail is advantageous for users greatly reliant on email interaction.
As a self-employed reporter, managing your hiring procedure and customer relationships is paramount to your success. offers a budget friendly and intuitive service that perfectly incorporates with Gmail, enabling you to enhance your operations and focus on your craft. While it might not have the innovative functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re an editor, author, or material developer, can empower you to take control of your freelance journalism profession by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.