As a seasoned freelance reporter, I understand the challenges of managing jobs, tracking leads, and supporting client relationships. In this article, I will dive into the benefits of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for beginners hey guys welcome back in this video I will be showing you how to use Streak Crm Linking With Fishbowl for your consumer relations collaboration interaction and far more so let’s enter into it to start with you need to go to streak.com and you will land on this site right here now is a type 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 really remarkable and I’ll show you how to do that as a complete novice it will assist you personalize an ideal procedure for your group and you will have the ability to get your work done now let’s really enter into the procedure now is available as an extension and it’s entirely free so when you get to the website you’ll get this choice here which is contribute 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 on ADD extension and your extension will be added alright 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 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 just scroll down and click on enable after adding this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting just recently viewed all tracked e-mails and updated reply and after that we have this new alternative 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 brand-new control panel for here I’ll have the ability to produce a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go produce a new pipeline let’s really do that you will click on brand-new pipeline here and we have various alternatives first of all we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have actually a lead gotten in touch with pitched demonstration negotiating close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last email last email from lead Source concern market offer size business size close rate email thread count days and state and keeps in mind so if you want to include another stage you will click this Plus on top and you will provide your phase a name let’s say that you in fact wanted to develop another um you know phase here for instance let’s say I didn’t have no strings so I can develop right here.
and you can offer it your color so we can really select various colors for each of the stages but I believe all of these are in fact currently created so this is really pretty excellent what I will do is I will actually eliminate this one and if you feel like there is um I think pitched and demonstration are type of like the exact same thing we simply go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s get rid of the demo here and after that we have working out 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 various fields that you want so you will click on this plus here and we have free kind a date check box drop down General e-mail e-mail tracking task calls and meetings 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 actually missing out on and I’ll in fact reorganize and put the notes here all right email thread count close date fine business’s size deal size and Company size alright let’s eliminate the business size and I’m gon na in fact discover something else within the general where we have created by date produced followers and more so I really want to go for the created.
by or maybe the followers due to the fact that I wish to monitor 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 wanted for my pipeline now you can see there are a lot of alternatives readily available within streak is really among the simplest and among the most uh you understand flexible out there it’s very easy to use with design templates we have tasks too within my project again if I didn’t want to opt for these sales if I did with projects then I can opt for the job phases right here and once again the fields the procedure is going to be similar you will pick these phases from here on this plus button here and you can likewise offer it different different colors we also have service Dev here you can see then we have hiring so if you do hiring then this is going to be your phases task search financier fundraising others real estate support and custom So within our assistance you can see we have actually inbound designated working on fixed and sound this is actually pretty good and we likewise have custom-made where I can really start something from the scratch completely according to my organization for me we just have the sales so I’m gon na go with the sales here and click develop private 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 second for a street to produce a pipeline for me so you can see this really looks pretty good now I will be able to add my Lead Series so you can really click on this fall and we have handle stage or relabel so as I continue as I include various leads here what I I will do is I’ll just merely click and I’ll have the ability to include it click the top here add a box so click ADD box here and I’m going to add a box in the lead area here and let’s simply call it brand-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 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 brand-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 called also there’s one negotiating so I’ll just simply click on new now once you develop a lead we can really click here and it will now open up the various fields that we included so this is a new Elite that I created and we have all of these various columns we have the fields that we developed keep in mind and after that we have invite colleagues so from here I can invite the employee we have include columns we have emails files and comments you can switch to the emails and it will reveal you the e-mails 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 meeting notes and we even have our.
attachments so this is how you develop a lead within your when you’re finished with this you can in fact click on go into 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 called 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 deleting and sharing also uh another thing with srix at the top you will have the ability to see we have personal choice we have these 3 dots where we can find these stages Integrations and automation this is one of the crucial ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer information for notifications for automations custom builds and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they really easily and create our CSV files likewise now I can change to my various folders that we have here and I can produce a brand-new pipeline we can switch to our basic Gmail very quickly from here and it will also show me the emails that I will be getting for my pipelines that I have actually developed we will even have our merge e-mails now with our so this is the combine e-mail and with combine e-mail what takes place is I can really create a follow-up e-mails and different storage e-mails here and we have active instructs so utilizing is really easy you can begin free of charge by just including the integration and now you understand how to use as a total novice do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it relates to. As an independent journalist, I have actually dealt with many customers, managed multiple jobs at the same time, and maintained an extensive network of contacts. Balancing these responsibilities can be overwhelming, and I acknowledged the requirement for a centralized system to simplify my operations.
In my quest for an option, I checked out different platforms however discovered them to be either too pricey or too complicated for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly incorporates with Gmail, making it perfect for freelance journalists who greatly rely on e-mail communication. Here are some essential benefits of using for your freelance journalism employing process:.
Intuitive Email Tracking and Company:.
permits you to track and arrange your emails effortlessly, providing you a clear introduction of your communications with clients, leads, and partners.
You can develop adjustable pipelines directly within your inbox, making it simple to manage and monitor the progress of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and manage your sales procedure from list building to job completion.
You can categorize contacts, produce custom phases, set suggestions, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Partnership and Team Effort:.
helps with cooperation by permitting you to share pipelines and communicate with staff member within the platform.
You can assign jobs, share important emails, and collaborate in real-time, improving productivity and guaranteeing everyone stays on the very same page.
‘s versatile workflow system allows you to personalize your pipelines and automate recurring jobs.
You can create design templates for typical e-mail actions, schedule follow-ups, and set up pointers, saving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in independent journalism, provides benefits in terms of coding and software development. Here’s how:.
offers a robust API and comprehensive designer paperwork, making it simple to incorporate with other tools and construct customized options.
This versatility permits independent journalists with coding skills to extend the performance of and customize it to their particular needs.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adapted to manage software development projects, from ideation to implementation.
You can create customized stages for different advancement phases, designate tasks to employee, and track development effectively.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
User-friendly interface and easy-to-use features, lessening the finding out curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collective functions that improve team effort and communication.
Developer-friendly API for combination and personalization.
Economical service for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation features.
Reliance on Gmail for complete functionality, limiting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more budget friendly solution, particularly for freelancers and small companies.
HubSpot has a totally free version, however advanced features need a higher-tier paid membership.
Functions and Intricacy:.
provides a more thorough suite of features, including innovative marketing automation and analytics.
concentrates on simpleness and ease of use, offering a streamlined experience.
Both and integrate with numerous third-party tools.
‘s seamless integration with Gmail is helpful for users heavily reliant on e-mail communication.
As a self-employed journalist, managing your hiring procedure and client relationships is paramount to your success. offers a affordable and intuitive service that effortlessly integrates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it might not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re an editor, author, or content developer, can empower you to take control of your freelance journalism profession by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.