As a skilled freelance reporter, I understand the challenges of handling tasks, tracking leads, and nurturing customer relationships. In this article, I will dig into the advantages of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey men invite back in this video I will be showing you how to use Once You Delete Your Crm In Streak for your client relations collaboration interaction and much more so let’s enter into it firstly you require to go to streak.com and you will land on this site right here now is a sort of CRM that we can add to our basic Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is actually amazing and I’ll show you how to do that as a complete novice it will assist you personalize a perfect procedure for your group and you will have the ability to get your work done now let’s really enter the procedure now is readily available as an extension and it’s totally totally free so once you get to the site you’ll get this choice 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 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 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 certain to sign.
into the very 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 simply scroll down and click permit after including this is what your Gmail will look 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 after that we have this 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 merges so you can see this is like our new dashboard for here I’ll be able to develop a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go create a new pipeline let’s in fact do that you will click brand-new pipeline here and we have different alternatives to start with 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 contacted pitched demo working out close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority industry offer size company size close rate email thread count days and state and notes so if you want to add another stage you will click this Plus at the top and you will provide your phase a name let’s say that you actually wished to create another um you understand phase here for example let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can actually choose different colors for each of the stages but I think all of these are actually currently produced so this is in fact pretty remarkable what I will do is I will actually get rid of this one and if you seem like there is um I think pitched and demonstration are sort of like the same thing we simply opt for the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s eliminate the demo here and then we have negotiating 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 want so you will click on this plus here and we have free 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 choose this one here this is the field that was really missing out on and I’ll actually rearrange and put the notes here fine e-mail thread count close date fine company’s size offer size and Business size fine let’s get rid of the business size and I’m gon na actually find something else within the basic where we have actually created by date produced followers and more so I in fact want to opt for the produced.
by or perhaps the followers due to the fact that I want to track my employee that are really following this so I will you understand put it right here now these are the a few of the fields that I desired for my pipeline now you can see there are a great deal of options offered within streak is really among the most convenient and one of the most uh you know flexible out there it’s extremely easy to use with templates we have projects too within my job once again if I didn’t wish to choose these sales if I made with projects then I can choose the project phases right here and once again the fields the process is going to be comparable you will select these stages from here on this plus button here and you can also give it various different 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 stages job search investor fundraising others real estate support and custom So within our support you can see we have inbound designated working on solved and noise this is really pretty good and we likewise have custom where I can actually start something from the scratch completely according to my company for me we simply have the sales so I’m gon na choose the sales here and click produce 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 on develop now it will simply take a 2nd for a street to create a pipeline for me so you can see this in fact looks pretty good now I will be able to include my Lead Series so you can really click on this fall 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 simply click and I’ll have the ability to add it click on 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 simply call it brand-new and click go into so now you can see we have 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 new I’m going to add another lead let’s call it brand-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 by doing this now you can see we have 2 leads then let’s state there was a called as well there’s one negotiating so I’ll just merely click brand-new now when you produce a lead we can really click here and it will now open the various fields that we included so this is a brand-new Elite that I developed and we have all of these various columns we have the fields that we developed keep in mind and after that we have welcome colleagues so from here I can invite the employee we have add 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 upload 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.
accessories so this is how you create a lead within your once you’re made with this you can really click get in and it will be closed now it will reveal you something like this we have all of our information gathered here and at the top we’re getting our account such as two leads one gotten in touch with and something like this and this is where you will be getting your list we can select different leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh one more thing with srix at the top you will be able to see we have personal choice we have these 3 dots where we can find these stages Combinations and automation this is one of the important ones click on this link and you’ll be able to really integrate um other apps within yourr transfer data for notifications for automations customized develops and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they really 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 change 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 e-mails now with our so this is the combine e-mail and with merge email what occurs is I can actually produce a follow-up e-mails and various storage e-mails here and we have active advises so utilizing is actually easy you can get started totally free by simply adding the integration and now you understand how to utilize as a total newbie do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me supply some context about my profession and how it connects to. As an independent reporter, I’ve dealt with many clients, managed multiple jobs all at once, and kept a substantial network of contacts. Juggling these duties can be frustrating, and I acknowledged the requirement for a central system to simplify my operations.
In my quest for an option, I checked out different platforms however found them to be either too complicated or too pricey for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly incorporates with Gmail, making it perfect for independent reporters who heavily rely on email interaction. Here are some key benefits of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Company:.
permits you to track and arrange your e-mails easily, providing you a clear overview of your interactions with clients, leads, and partners.
You can develop personalized pipelines straight within your inbox, making it easy to keep an eye on the development and handle of your assignments and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to envision and manage your sales procedure from lead generation to task completion.
You can categorize contacts, develop custom-made stages, set tips, and track interactions, making sure that no chance slips through the fractures.
Smooth Cooperation and Teamwork:.
facilitates partnership by enabling you to share pipelines and interact with employee within the platform.
You can designate tasks, share crucial emails, and collaborate in real-time, enhancing efficiency and guaranteeing everybody remains on the same page.
‘s versatile workflow system allows you to personalize your pipelines and automate repetitive tasks.
You can create templates for common email actions, schedule follow-ups, and set up tips, saving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, uses advantages in regards to coding and software application development. Here’s how:.
supplies a robust API and extensive designer documentation, making it easy to integrate with other tools and build custom services.
This versatility permits self-employed reporters with coding abilities to extend the functionality of and customize it to their particular needs.
Project Management for Software Application Advancement:.
‘s pipeline function can be adapted to handle software advancement projects, from ideation to deployment.
You can create custom-made phases for different advancement phases, assign tasks to team members, and track development effectively.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
User-friendly interface and user friendly features, decreasing the learning curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collective features that improve teamwork and interaction.
Developer-friendly API for combination and modification.
Affordable solution for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation features.
Reliance on Gmail for full performance, restricting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While deals significant benefits for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more affordable option, especially for freelancers and small businesses.
HubSpot has a free variation, but advanced functions need a higher-tier paid subscription.
Functions and Complexity:.
offers a more detailed suite of functions, consisting of sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Both and incorporate with numerous third-party tools.
‘s seamless integration with Gmail is beneficial for users heavily reliant on e-mail communication.
As a self-employed journalist, managing your hiring procedure and customer relationships is critical to your success. offers a budget friendly and user-friendly solution that flawlessly incorporates with Gmail, allowing you to improve your operations and concentrate on your craft. While it might not have the sophisticated features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a writer, editor, or content developer, can empower you to take control of your freelance journalism profession by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.