As a skilled freelance reporter, I comprehend the challenges of managing jobs, tracking leads, and supporting client relationships. In this short article, I will dive into the benefits of utilizing for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for beginners hey people invite back in this video I will be showing you how to utilize Streak Crm Download Free for your client relations partnership interaction and much more so let’s get into it first of all you need to go to streak.com and you will arrive at this website right here now is a kind 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 remarkable and I’ll show you how to do that as a total newbie it will assist you tailor an ideal process for your team and you will have the ability to get your work done now let’s in fact get into the procedure now is available as an extension and it’s totally free so when 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 on contribute to Chrome click on ADD extension and your extension will be included okay 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 sign in make sure to sign.
into the exact 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 enable after including this is what your Gmail will appear like now you can see here in our simple you know folders we are getting recently viewed all tracked emails and upgraded reply and then we have this new option 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 brand-new control panel for here I’ll be able to create 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 brand-new pipeline let’s actually do that you will click brand-new pipeline here and we have different choices to start with we have the stages so this is where you will pick these stages for your pipeline and you can really we have a lead contacted pitched demo working out close phone closed uh you understand then we have nurturing alright then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority industry deal size business 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 at the top and you will offer your stage a name let’s state that you in fact wished to produce another um you know phase here for instance let’s state I didn’t have no strings so I can create right here.
and you can offer it your color so we can in fact pick different colors for each of the stages but I believe all of these are actually already produced so this is actually quite impressive what I will do is I will really eliminate this one and if you feel like there is um I think pitched and demo are sort of like the exact same thing we simply choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s get rid of the demonstration 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 various fields that you want so you will click on this plus here and we have totally free kind a date check box drop down General e-mail e-mail tracking task calls and conferences 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 opt for this one here this is the field that was actually missing out on and I’ll actually reorganize and put the notes here okay e-mail thread count close date alright company’s size offer size and Business size alright let’s get rid of the company size and I’m gon na in fact discover something else within the general where we have actually developed by date produced followers and more so I actually wish to go for the developed.
by or perhaps the followers since I want to monitor my staff member that are in fact following this so I will you understand 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 options offered within streak is in fact one of the easiest and one of the most uh you understand versatile out there it’s extremely easy to use with design templates we have tasks too within my job again if I didn’t wish to choose these sales if I made with tasks then I can go with 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 provide it various different colors we also have organization Dev here you can see then we have working with so if you do hiring then this is going to be your stages job search financier fundraising others property support and customized So within our support you can see we have actually incoming assigned dealing with resolved and sound this is really respectable and we also have custom where I can really start something from the scratch completely according to my company for me we just have the sales so I’m gon na go with the sales here and click on develop private or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click on produce now it will simply take a 2nd for a street to produce a pipeline for me so you can see this actually looks respectable now I will have the ability 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 include different leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click the top here add 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 new and click on go into so now you can see we have one lead developed let’s state that there is in fact closed one so I’m going to add one here let’s just for now let’s call it brand-new I’m going to add another lead let’s call it brand-new 2 we can really open this up in a brand-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 2 leads then let’s state there was a gotten in touch with too there’s one working out so I’ll just merely click on new now as soon as you create a lead we can actually click on this link and it will now open the various fields that we included so this is a new Elite that I produced and we have all of these different columns we have the fields that we produced remember and after that we have invite teammates so from here I can welcome the employee we have include columns we have emails files and remarks you can switch to the emails and it will show you the emails that you got in files we can even publish 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 when you’re made with this you can actually click get in and it will be closed now it will reveal you something like this we have all of our data 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 choose various leads from here the stages and we can perform bulk actions such as erasing and sharing also uh another thing with srix at the top you will be able to see we have private option we have these three dots where we can discover these stages Combinations and automation this is among the important ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer data for notices for automations custom-made builds and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they very easily and create our CSV files similarly now I can change to my various folders that we have here and I can create a new pipeline we can change to our easy Gmail really easily from here and it will also show me the e-mails that I will be receiving for my pipelines that I have developed we will even have our merge emails now with our so this is the merge email and with merge email what occurs is I can actually develop a follow-up emails and various storage emails here and we have active advises so utilizing is really easy you can get going totally free by simply including the integration and now you understand how to use as a total novice don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me supply some context about my career and how it associates with. As a freelance reporter, I have actually worked with numerous customers, managed multiple jobs all at once, and preserved an extensive network of contacts. Balancing these obligations can be overwhelming, and I acknowledged the need for a centralized system to streamline my operations.
In my quest for a service, I explored various platforms however discovered them to be either too intricate or too expensive for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly integrates with Gmail, making it perfect for independent reporters who greatly rely on email communication. Here are some crucial advantages of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Organization:.
allows you to track and organize your e-mails effortlessly, giving you a clear overview of your communications with customers, leads, and collaborators.
You can produce personalized pipelines directly within your inbox, making it simple to handle and keep track of the progress of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and manage your sales process from list building to task conclusion.
You can classify contacts, create custom-made stages, set pointers, and track interactions, making sure that no opportunity slips through the fractures.
Smooth Cooperation and Teamwork:.
helps with collaboration by allowing you to share pipelines and communicate with staff member within the platform.
You can appoint tasks, share essential e-mails, and collaborate in real-time, enhancing efficiency and guaranteeing everyone remains on the exact same page.
‘s flexible workflow system enables you to customize your pipelines and automate repeated tasks.
You can create templates for typical e-mail responses, schedule follow-ups, and set up suggestions, saving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, offers advantages in regards to coding and software application development. Here’s how:.
provides a robust API and comprehensive designer documents, making it simple to incorporate with other tools and construct customized solutions.
This versatility allows self-employed reporters with coding skills to extend the performance of and tailor it to their particular needs.
Project Management for Software Application Advancement:.
‘s pipeline function can be adjusted to manage software advancement projects, from ideation to implementation.
You can produce customized stages for various advancement stages, appoint jobs to employee, and track progress effectively.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive user interface and user friendly features, reducing the discovering curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collective functions that improve teamwork and interaction.
Developer-friendly API for combination and modification.
Affordable service for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for full functionality, restricting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more cost effective option, specifically for freelancers and small companies.
HubSpot has a complimentary version, but advanced functions need a higher-tier paid membership.
Functions and Complexity:.
supplies a more comprehensive suite of features, consisting of advanced marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Both and integrate with different third-party tools.
‘s smooth combination with Gmail is helpful for users greatly reliant on email interaction.
As an independent reporter, managing your hiring procedure and customer relationships is paramount to your success. deals a instinctive and cost effective solution that seamlessly integrates with Gmail, allowing you to improve your operations and focus on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a author, content, or editor 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.