As a seasoned freelance reporter, I understand the challenges of managing projects, tracking leads, and supporting client relationships. In this post, I will delve into the benefits of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for novices hey men invite back in this video I will be showing you how to utilize Streak Crm клиентская база for your customer relations collaboration interaction and much more so let’s enter it first off you need to go to streak.com and you will arrive 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 in fact turn our Gmail into a platform which is really incredible and I’ll reveal you how to do that as a total novice it will help you tailor a perfect process for your group and you will be able to get your work done now let’s really enter the procedure now is offered as an extension and it’s entirely free so once you get to the site you’ll get this option 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 on ADD extension and your extension will be added all right 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 just sign in make certain to sign.
into the same Gmail that you have 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 allow after including this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting recently viewed all tracked e-mails and updated reply and after that 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 merges so you can see this resembles our brand-new dashboard for here I’ll have the ability to produce a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go develop a brand-new pipeline let’s in fact do that you will click on new pipeline here and we have different options first off we have the stages so this is where you will select these stages for your pipeline and you can really we have a lead contacted pitched demonstration negotiating close phone closed uh you understand then we have supporting okay 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 keeps in mind so if you want to add another stage you will click this Plus at the top and you will give your phase a name let’s state that you actually wanted to produce another um you understand stage 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 actually choose different colors for each of the stages but I think all of these are really currently created so this is in fact pretty remarkable what I will do is I will actually eliminate this one and if you feel like there is um I believe pitched and demo are type of like the exact same thing we simply opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact 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 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 on this plus here and we have free kind a date check box fall General email e-mail tracking job calls and conferences so I don’t 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 in fact missing out on and I’ll actually rearrange and put the notes here fine email thread count close date all right business’s size deal size and Company size okay let’s get rid of the business size and I’m gon na really find something else within the general where we have actually produced by date developed fans and more so I actually want to choose the developed.
by or maybe the fans due to the fact that I want to keep an eye on my employee that are in fact following this so I will you know put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a lot of choices available within streak is really one of the simplest and one of the most uh you know versatile out there it’s extremely easy to use with templates we have tasks too within my project once again if I didn’t want to opt for these sales if I made with projects then I can go with the job stages right here and again the fields the procedure is going to be comparable you will select these stages from here on this plus button here and you can also offer it various various colors we likewise have company Dev here you can see then we have working with so if you do hiring then this is going to be your phases job search financier fundraising others property assistance and custom-made So within our assistance you can see we have actually inbound designated working on resolved and noise this is really respectable and we also have customized 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 go with the sales here and click create 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 develop now it will just take a 2nd for a street to produce a pipeline for me so you can see this actually looks pretty good now I will be able to include my Lead Series so you can in fact click this fall and we have handle stage or rename 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 include it click on the top here add a box so click ADD box here and I’m going to add 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 actually one lead produced let’s state that there is in fact closed one so I’m going to include one here let’s just for now let’s call it new I’m going to include another lead let’s call it brand-new two we can actually open this up in a new tab from here too however I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s state there was a gotten in touch with also there’s one negotiating so I’ll just simply click new now as soon as you create a lead we can actually click here and it will now open up the various fields that we added so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we created keep in mind and then we have welcome teammates so from here I can welcome the employee we have include columns we have e-mails files and remarks you can switch to the e-mails and it will reveal you the e-mails that you got in files we can even upload files and then we have the remarks at the top here again we have the call log we have our meeting notes and we even have our.
accessories so this is how you develop a lead within your as soon as you’re made with this you can in fact click get in 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 2 leads one gotten in touch with 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 at the top you will be able to see we have private option we have these 3 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 really incorporate um other apps within yourr transfer data for notifications for automations custom-made constructs and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they really quickly and create our CSV files similarly now I can change to my various folders that we have here and I can develop a new pipeline we can change to our easy Gmail very quickly from here and it will also reveal me the emails that I will be receiving for my pipelines that I have actually produced we will even have our merge emails now with our so this is the combine email and with merge email what happens is I can in fact develop a follow-up emails and different storage emails here and we have active instructs so utilizing is really simple you can get going free of charge by just including the combination and now you understand how to use as a total newbie do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it relates to. As a self-employed journalist, I have actually dealt with various customers, handled numerous projects concurrently, and kept a substantial network of contacts. Juggling these obligations can be overwhelming, and I acknowledged the need for a central system to improve my operations.
In my mission for a service, I checked out various platforms but found them to be either too intricate or too costly 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 consumer relationship management tool that perfectly integrates with Gmail, making it ideal for freelance reporters who greatly count on e-mail communication. Here are some essential advantages of using for your freelance journalism employing process:.
Instinctive Email Tracking and Organization:.
permits you to track and arrange your emails easily, providing you a clear summary of your interactions with clients, leads, and collaborators.
You can create adjustable pipelines straight within your inbox, making it simple to handle and keep track of the progress of your projects and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and manage your sales procedure from lead generation to job completion.
You can categorize contacts, produce custom-made stages, set pointers, and track interactions, making sure that no chance slips through the fractures.
Seamless Partnership and Team Effort:.
assists in cooperation by allowing you to share pipelines and interact with employee within the platform.
You can appoint jobs, share crucial emails, and work together in real-time, improving efficiency and guaranteeing everybody stays on the exact same page.
‘s flexible workflow system allows you to tailor your pipelines and automate recurring jobs.
You can create templates for common e-mail reactions, schedule follow-ups, and set up tips, saving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, offers benefits in regards to coding and software application advancement. Here’s how:.
offers a robust API and extensive developer documentation, making it simple to integrate with other tools and construct custom-made services.
This versatility enables self-employed journalists with coding skills to extend the functionality of and tailor it to their particular requirements.
Job Management for Software Application Development:.
‘s pipeline function can be adapted to handle software application development jobs, from ideation to deployment.
You can create customized phases for different advancement phases, appoint jobs to employee, and track progress effectively.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and easy-to-use features, decreasing the finding out curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collective functions that improve teamwork and interaction.
Developer-friendly API for integration and personalization.
Economical service for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Reliance on Gmail for complete functionality, restricting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While deals considerable benefits for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more budget-friendly service, specifically for freelancers and small companies.
HubSpot has a complimentary variation, but advanced functions need a higher-tier paid subscription.
Features and Complexity:.
offers a more detailed suite of features, consisting of innovative marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Both and incorporate with different third-party tools.
‘s smooth combination with Gmail is beneficial for users heavily reliant on email interaction.
As an independent reporter, handling your hiring process and customer relationships is paramount to your success. offers a budget friendly and user-friendly option that flawlessly incorporates with Gmail, enabling you to streamline your operations and focus on your craft. While it might not have the sophisticated functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a writer, editor, or content creator, can empower you to take control of your freelance journalism career by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.