As a skilled freelance reporter, I understand the challenges of handling tasks, tracking leads, and nurturing client relationships. In this short article, I will dig into the benefits of using 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 novices hey guys invite back in this video I will be showing you how to use Streak Crm For Photographers for your consumer relations cooperation interaction and a lot more so let’s enter it firstly you require to go to streak.com and you will arrive on this site right here now is a sort of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is truly amazing and I’ll show you how to do that as a total newbie it will help you customize a best procedure for your group and you will be able to get your work done now let’s really enter into the process now is offered as an extension and it’s entirely totally free so as soon as you get to the site you’ll get this option here which is contribute to Chrome and you’re.
going to select 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 okay 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 simply sign in make certain to sign.
into the very same Gmail that you have included the uh you know streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click on allow after adding this is what your Gmail will look like now you can see here in our basic you know folders we are getting recently viewed all tracked emails and updated reply and after that we have this brand-new alternative 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 control panel for here I’ll be able to produce a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go create a new pipeline let’s actually do that you will click on 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 really we have actually a lead gotten in touch with pitched demo working out close phone closed uh you understand then we have supporting 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 offer size company size close rate email thread count days and state and keeps in mind so if you wish to add another phase you will click on this Plus at the top and you will give your stage a name let’s state that you in fact wanted to develop another um you understand phase here for instance let’s say I didn’t have no strings so I can produce right here.
and you can give it your color so we can really pick different colors for each of the stages but I believe all of these are actually already produced so this is actually quite excellent what I will do is I will actually eliminate this one and if you seem like there is um I believe pitched and demonstration are type of like the 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 eliminate the demo here and then we have negotiating with negotiating I can go with 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 various fields that you want so you will click on this plus here and we have totally free kind a date check box fall General e-mail email tracking job 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 go with this one here this is the field that was actually missing and I’ll really rearrange and put the notes here alright e-mail thread count close date all right company’s size deal size and Business size all right let’s eliminate the company size and I’m gon na really discover something else within the basic where we have produced by date created fans and more so I really wish to go for the created.
by or maybe the followers because I want to keep track of my team members that are really following this so I will you understand 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 alternatives offered within streak is actually among the easiest and one of the most uh you know flexible out there it’s extremely easy to use with design templates we have jobs too within my job once again if I didn’t wish to go for these sales if I did with tasks then I can choose the task phases right here and again the fields the process is going to be similar you will pick these stages from here on this plus button here and you can also provide it different different colors we also have service 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 real estate support and customized So within our assistance you can see we have incoming appointed dealing with fixed and noise this is in fact pretty good and we also have custom-made where I can in fact start something from the scratch completely according to my company for me we just have the sales so I’m gon na opt for the sales here and click on develop private or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click produce now it will simply take a second for a street to create a pipeline for me so you can see this actually looks pretty good now I will have the ability to include my Lead Series so you can in fact click this drop down and we have manage stage or rename so as I proceed as I add different leads here what I I will do is I’ll just simply click and I’ll be able to add it click on the top here add a box so click ADD box here and I’m going to include a box in the lead section here and let’s just call it new and click on get in so now you can see we have actually one lead produced let’s state that there is actually closed one so I’m going to add one here let’s just for now let’s call it new I’m going to add another lead let’s call it 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 by doing this now you can see we have two leads then let’s state there was a gotten in touch with too there’s one working out so I’ll just simply click on brand-new now once you produce a lead we can actually click on this link and it will now open the various fields that we included so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we developed keep in mind and then we have invite colleagues so from here I can welcome the staff member we have include columns we have emails files and remarks you can change to the emails and it will reveal you the emails that you got in files we can even publish files and after that we have the remarks at the top here once again we have the call log we have our conference notes and we even have our.
attachments so this is how you create a lead within your once you’re done with this you can in fact click go into and it will be closed now it will show you something like this we have all of our data collected 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 pick various leads from here the stages and we can perform bulk actions such as deleting and sharing also uh one more thing with srix at the top you will have the ability to see we have private 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 actually integrate um other apps within yourr transfer data for notifications for automations custom constructs and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they really easily and produce our CSV files similarly now I can switch to my different folders that we have here and I can create a brand-new pipeline we can switch to our easy Gmail extremely quickly from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have actually created we will even have our merge emails now with our so this is the merge e-mail and with merge email what takes place is I can really produce a follow-up e-mails and various storage e-mails here and we have active advises so utilizing is actually simple you can start totally free by simply including the combination and now you know how to utilize as a total novice do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me supply some context about my career and how it connects to. As a freelance reporter, I have actually dealt with numerous customers, managed numerous tasks all at once, and preserved a substantial network of contacts. Juggling these responsibilities can be frustrating, and I recognized the need for a centralized system to enhance my operations.
In my quest for a service, I explored different platforms however discovered them to be either too expensive or too complicated for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly integrates with Gmail, making it perfect for self-employed reporters who greatly rely on email communication. Here are some key benefits of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Organization:.
permits you to track and arrange your emails effortlessly, offering you a clear summary of your interactions with clients, leads, and partners.
You can develop adjustable pipelines straight within your inbox, making it easy to manage and monitor the progress of your projects and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to imagine and manage your sales procedure from lead generation to task completion.
You can categorize contacts, create custom stages, set reminders, and track interactions, making sure that no opportunity slips through the fractures.
Seamless Collaboration and Team Effort:.
helps with cooperation by enabling you to share pipelines and communicate with team members within the platform.
You can assign tasks, share important e-mails, and collaborate in real-time, enhancing productivity and making sure everyone remains on the same page.
‘s versatile workflow system enables you to personalize your pipelines and automate recurring tasks.
You can develop design templates for typical e-mail actions, schedule follow-ups, and established suggestions, saving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, provides advantages in regards to coding and software advancement. Here’s how:.
offers a robust API and substantial designer documents, making it simple to integrate with other tools and develop customized solutions.
This flexibility allows self-employed journalists with coding abilities to extend the performance of and customize it to their particular needs.
Job Management for Software Advancement:.
‘s pipeline feature can be adjusted to manage software application development projects, from ideation to implementation.
You can develop customized stages for different development phases, assign tasks to employee, and track progress effectively.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and easy-to-use features, reducing the discovering curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collaborative functions that enhance team effort and communication.
Developer-friendly API for combination and customization.
Affordable option for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation features.
Dependence on Gmail for complete performance, limiting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more inexpensive service, especially for freelancers and small businesses.
HubSpot has a totally free version, but advanced functions need a higher-tier paid membership.
Features and Complexity:.
provides a more detailed suite of functions, consisting of sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, providing a streamlined experience.
Both and integrate with different third-party tools.
‘s smooth combination with Gmail is helpful for users heavily reliant on e-mail communication.
As an independent journalist, handling your hiring process and customer relationships is paramount to your success. deals a budget friendly and instinctive service that effortlessly incorporates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it might not have the advanced features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, content, or author developer, can empower you to take control of your freelance journalism career by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.