As a skilled freelance reporter, I comprehend the difficulties of managing tasks, tracking leads, and nurturing customer relationships. In this article, I will dig 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 beginners hey guys welcome back in this video I will be showing you how to utilize Streak Crm Migration Services for your client relations cooperation interaction and a lot more so let’s enter it first of all you need to go to streak.com and you will arrive on this site right here now is a kind of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is truly fantastic and I’ll show you how to do that as a total newbie it will help you customize a best process for your group and you will be able to get your work done now let’s in fact enter the process now is available as an extension and it’s totally complimentary so once you get to the website you’ll get this alternative 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 contribute to Chrome click ADD extension and your extension will be added fine 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 just sign in make sure to sign.
into the same Gmail that you have added the uh you understand streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click permit after including this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting recently viewed all tracked emails 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 combines so you can see this resembles our new control panel for here I’ll have the ability to create a brand-new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go create a new pipeline let’s in fact do that you will click on brand-new pipeline here and we have different options to start with we have the stages so this is where you will select these phases for your pipeline and you can actually we have a lead called pitched demonstration working out close phone closed uh you know then we have supporting alright then we have Fields so in fields we have a date of last email last e-mail from lead Source concern industry deal size business size close rate e-mail thread count days and state and notes so if you want to add another stage you will click on this Plus on top and you will give your phase a name let’s say that you really wanted to produce another um you understand phase here for example 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 different colors for each of the stages but I believe all of these are actually currently created so this is in fact pretty outstanding what I will do is I will in fact get rid of this one and if you feel like there is um I think pitched and demonstration are kind of like the same thing we just choose the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s get rid of the demo here and then we have working out 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 various fields that you want so you will click this plus here and we have totally free form a date check box drop down General e-mail e-mail tracking job calls and meetings so I do not 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 choose this one here this is the field that was really missing out on and I’ll actually rearrange and put the notes here alright e-mail thread count close date all right company’s size deal size and Company size okay let’s get rid of the business size and I’m gon na actually find something else within the general where we have produced by date produced fans and more so I really want to choose the created.
by or possibly the fans since I wish to monitor my team members that are in fact following this so I will you understand put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a lot of alternatives available within streak is actually one of the simplest and among the most uh you understand flexible out there it’s really easy to use with templates we have tasks too within my project again if I didn’t wish to go for these sales if I did with jobs then I can choose the task stages right here and again the fields the process is going to be similar you will choose these phases from here on this plus button here and you can also offer it various various colors we also have organization Dev here you can see then we have employing so if you do employing then this is going to be your stages task search investor fundraising others real estate assistance and customized So within our support you can see we have inbound designated working on fixed and noise this is in fact pretty good and we likewise have custom where I can really start something from the scratch totally according to my organization for me we simply have the sales so I’m gon na go with the sales here and click develop personal or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click on create 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 actually click on this drop down and we have manage phase or rename so as I proceed as I add various leads here what I I will do is I’ll just merely click and I’ll be able to add it click on the top here include a box so click ADD box here and I’m going to include a box in the lead section here and let’s simply call it new and click get in so now you can see we have actually one lead developed let’s say 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 new two we can really open this up in a 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 say there was a gotten in touch with as well there’s one negotiating so I’ll just simply click on brand-new now when you create a lead we can really click on this link and it will now open the various fields that we added so this is a new Elite that I created and we have all of these various columns we have the fields that we created remember and after that we have invite teammates so from here I can welcome the team members we have include columns we have emails files and remarks you can switch to the emails and it will reveal you the e-mails that you got in files we can even submit files and after that 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 really click on enter 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 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 erasing and sharing as well 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 discover these phases Integrations and automation this is among the important ones click here and you’ll be able to actually incorporate um other apps within yourr transfer data for notices for automations custom constructs and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely easily and create our CSV files likewise now I can switch to my various folders that we have here and I can produce a new pipeline we can change to our easy Gmail extremely easily from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have actually created we will even have our merge e-mails now with our so this is the combine e-mail and with merge email what happens is I can actually create a follow-up e-mails and various storage e-mails here and we have active instructs so utilizing is truly easy you can start free of charge by just including the integration and now you know how to utilize as a total newbie 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 relates to. As an independent journalist, I’ve dealt with numerous customers, managed multiple projects at the same time, and maintained a comprehensive network of contacts. Balancing these duties can be frustrating, and I recognized the requirement for a centralized system to improve my operations.
In my quest for a solution, I explored various platforms but discovered them to be either too complex or too costly for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly integrates with Gmail, making it perfect for freelance journalists who greatly rely on e-mail interaction. Here are some essential benefits of using for your freelance journalism employing process:.
Instinctive Email Tracking and Organization:.
allows you to track and arrange your e-mails effortlessly, giving you a clear introduction of your interactions with clients, leads, and partners.
You can develop adjustable pipelines straight within your inbox, making it easy to keep track of the development and handle of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to envision and manage your sales procedure from list building to job completion.
You can categorize contacts, create custom phases, set suggestions, and track interactions, making sure that no chance slips through the fractures.
Smooth Cooperation and Teamwork:.
facilitates collaboration by enabling you to share pipelines and communicate with team members within the platform.
You can designate tasks, share essential e-mails, and team up in real-time, boosting performance and making sure everyone stays on the same page.
‘s flexible workflow system enables you to customize your pipelines and automate recurring tasks.
You can produce templates for typical e-mail actions, schedule follow-ups, and established tips, conserving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, offers advantages in regards to coding and software application advancement. Here’s how:.
provides a robust API and comprehensive designer documents, making it easy to integrate with other tools and construct custom-made services.
This flexibility permits independent journalists with coding skills to extend the functionality of and customize it to their particular needs.
Project Management for Software Application Development:.
‘s pipeline feature can be adjusted to manage software application development tasks, from ideation to release.
You can develop custom-made stages for various advancement stages, appoint tasks to employee, and track progress effectively.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and user friendly features, reducing the discovering curve.
Personalized pipelines and workflows to adapt to private requirements.
Collective functions that enhance teamwork and interaction.
Developer-friendly API for combination and modification.
Cost-efficient option for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation functions.
Dependence on Gmail for complete performance, limiting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While offers substantial benefits for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
offers a more inexpensive solution, specifically for freelancers and small businesses.
HubSpot has a totally free variation, but advanced functions need a higher-tier paid membership.
Features and Complexity:.
supplies a more extensive suite of features, consisting of sophisticated 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 combination with Gmail is useful for users greatly reliant on email communication.
As a self-employed journalist, handling your hiring procedure and customer relationships is critical to your success. offers a intuitive and inexpensive service that seamlessly incorporates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it may not have the advanced features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re an editor, writer, or material developer, can empower you to take control of your freelance journalism profession by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.