As an experienced freelance reporter, I understand the difficulties of handling jobs, tracking leads, and supporting client relationships. In this post, I will dig into the benefits of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for beginners hey men welcome back in this video I will be revealing you how to use Streak Crm For Nonprofit for your customer relations partnership interaction and much more so let’s get into it to start with you require to go to streak.com and you will arrive at this site right here now is a kind of CRM that we can add to our easy 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 show you how to do that as a complete novice it will help you tailor a best process for your group and you will be able to get your work done now let’s really enter the process now is readily available as an extension and it’s entirely free so once you get to the site you’ll get this option 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 add to Chrome click ADD extension and your extension will be included alright 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 merely check 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 on enable after including this is what your Gmail will look like now you can see here in our easy you know folders we are getting just recently viewed all tracked e-mails and upgraded reply and after that we have this new option 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 is like our new control panel for here I’ll be able to develop a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go produce a new pipeline let’s actually do that you will click on brand-new pipeline here and we have different choices first of all we have the stages so this is where you will choose these stages for your pipeline and you can really we have actually a lead contacted pitched demo working out close phone closed uh you understand then we have nurturing fine then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority market offer size business size close rate email 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 give your phase a name let’s say that you really wanted to create another um you understand stage here for instance let’s say I didn’t have no strings so I can create right here.
and you can give it your color so we can in fact pick different colors for each of the stages however I believe all of these are actually currently produced so this is actually pretty impressive what I will do is I will really get rid of this one and if you feel like there is um I believe pitched and demo are sort of like the exact same thing we just opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s get rid of the demo here and then we have negotiating with negotiating I can choose 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 different fields that you desire so you will click this plus here and we have totally free kind a date check box fall General e-mail e-mail tracking task 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 actually missing out on and I’ll actually reorganize and put the notes here alright e-mail thread count close date all right company’s size offer size and Business size fine let’s get rid of the company size and I’m gon na really find something else within the general where we have actually produced by date produced fans and more so I really wish to choose the created.
by or possibly the fans since I wish to track my employee that are in fact following this so I will you know 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 lot of choices available within streak is really one of the easiest and among the most uh you know versatile out there it’s very easy to use with templates we have jobs too within my project once again if I didn’t wish to opt for these sales if I did with jobs then I can opt for the task stages right here and once again the fields the procedure 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 likewise have business Dev here you can see then we have working with so if you do working with then this is going to be your stages job search investor fundraising others realty support and custom So within our assistance you can see we have actually inbound designated working on solved and sound this is in fact pretty good and we also have customized where I can in fact start something from the scratch completely according to my business for me we merely have the sales so I’m gon na opt for the sales here and click on produce personal or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click on develop now it will simply take a second for a street to create a pipeline for me so you can see this really looks respectable now I will have the ability to add my Lead Series so you can really click this fall and we have handle phase or rename so as I continue as I add various leads here what I I will do is I’ll just merely click and I’ll be able to include 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 brand-new and click on enter so now you can see we have one lead created let’s say 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 new two we can really 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 2 leads then let’s state there was a contacted too there’s one negotiating so I’ll just simply click new now as soon as you create a lead we can really click on this link and it will now open up the different fields that we added so this is a brand-new Elite that I developed and we have all of these different columns we have the fields that we created keep in mind and after that we have welcome colleagues so from here I can welcome the staff member we have add columns we have emails files and remarks you can change to the e-mails and it will show you the e-mails 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.
attachments so this is how you develop a lead within your once you’re finished 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 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 one more thing with srix on top you will have the ability to see we have private option we have these three dots where we can find these phases Integrations and automation this is among the essential ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer data for notices for automations customized develops and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really easily and create our CSV files similarly now I can switch to my different folders that we have here and I can produce a brand-new pipeline we can switch to our easy Gmail extremely easily from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have actually produced we will even have our merge e-mails now with our so this is the merge email and with combine email what occurs is I can in fact develop a follow-up e-mails and different storage emails here and we have active instructs so utilizing is really simple you can start for free by simply including the integration and now you know how to use as a total newbie don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me offer some context about my profession and how it associates with. As a freelance journalist, I have actually worked with numerous customers, handled multiple jobs concurrently, and kept a substantial network of contacts. Juggling these duties can be overwhelming, and I acknowledged the need for a central system to streamline my operations.
In my mission for a solution, I explored numerous platforms but found them to be either too costly or too complex for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly integrates with Gmail, making it perfect for self-employed journalists who greatly rely on email communication. Here are some crucial benefits of using for your freelance journalism working with process:.
Instinctive Email Tracking and Company:.
allows you to track and arrange your emails effortlessly, offering you a clear overview of your interactions with clients, leads, and collaborators.
You can create personalized pipelines directly within your inbox, making it easy to monitor the development and handle of your tasks and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to picture and manage your sales process from list building to task completion.
You can categorize contacts, develop custom stages, set suggestions, and track interactions, ensuring that no opportunity slips through the fractures.
Smooth Cooperation and Team Effort:.
assists in cooperation by enabling you to share pipelines and communicate with team members within the platform.
You can assign jobs, share important emails, and team up in real-time, improving efficiency and ensuring everybody remains on the exact same page.
‘s flexible workflow system enables you to customize your pipelines and automate recurring tasks.
You can develop templates for common email reactions, schedule follow-ups, and set up tips, conserving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, offers benefits in regards to coding and software application development. Here’s how:.
supplies a robust API and extensive developer documents, making it simple to integrate with other tools and construct custom-made options.
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 Development:.
‘s pipeline feature can be adapted to handle software advancement projects, from ideation to deployment.
You can produce customized phases for various advancement stages, appoint tasks to employee, and track progress effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
Intuitive interface and user friendly functions, minimizing the learning curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collective functions that enhance team effort and communication.
Developer-friendly API for integration and modification.
Cost-efficient service for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for full functionality, restricting compatibility with other email providers.
Comparison with HubSpot CRM:.
While deals considerable advantages for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more budget-friendly service, specifically for freelancers and small companies.
HubSpot has a free version, but advanced features require a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more thorough suite of functions, including advanced marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Both and integrate with various third-party tools.
‘s seamless integration with Gmail is advantageous for users greatly reliant on e-mail interaction.
As a self-employed reporter, handling your hiring process and customer relationships is vital to your success. offers a budget friendly and intuitive solution that seamlessly integrates with Gmail, allowing you to simplify your operations and focus on your craft. While it may not have the sophisticated functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a material, author, or editor creator, can empower you to take control of your freelance journalism career by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.