As a skilled freelance reporter, I comprehend the difficulties of managing tasks, tracking leads, and supporting 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 offer a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey people invite back in this video I will be revealing you how to utilize Streak Crm Phone Calls for your consumer relations cooperation communication and much more so let’s enter into it firstly you require to go to streak.com and you will land on this website right here now is a sort of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is actually fantastic and I’ll reveal you how to do that as a complete newbie it will help you customize an ideal process for your group and you will be able to get your work done now let’s really enter the process now is available as an extension and it’s completely free so once you get to the website you’ll get this alternative here which is add 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 add to Chrome click on ADD extension and your extension will be added alright it’s done and now it is adding to Gmail and it will take me directly 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 same Gmail that you have included the uh you understand streak to now it will ask you for your access and we’re gon na simply scroll down and click permit after including this is what your Gmail will look like now you can see here in our simple you understand folders we are getting recently viewed all tracked e-mails and updated reply and then we have this 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 combines so you can see this resembles our brand-new dashboard 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 employing so this is where we’ll go create a new pipeline let’s in fact do that you will click brand-new pipeline here and we have different options firstly we have the stages so this is where you will choose these phases for your pipeline and you can actually we have a lead gotten in touch with pitched demonstration 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 email from lead Source concern market offer size business size close rate e-mail thread count days and state and keeps in mind so if you want to add another phase you will click on this Plus on top and you will offer your stage a name let’s state that you really wanted to develop another um you know phase here for example let’s say I didn’t have no strings so I can develop right here.
and you can provide it your color so we can really select different colors for each of the stages however I think all of these are actually currently produced so this is in fact pretty excellent what I will do is I will in fact eliminate this one and if you feel like there is um I believe pitched and demonstration are sort of like the exact same thing we simply go with the pitch so what I’ll do is uh we have actually demo two 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 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 complimentary form a date check box fall General e-mail e-mail tracking job 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 opt for this one here this is the field that was in fact missing and I’ll in fact rearrange and put the notes here fine email thread count close date okay 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 actually produced by date created fans and more so I actually want to choose the produced.
by or possibly the followers because I want to track my staff member 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 choices readily available within streak is really among the simplest and one of the most uh you know versatile out there it’s extremely easy to use with templates we have projects too within my project once again if I didn’t want to choose these sales if I finished with jobs then I can opt for the project stages right here and again the fields the procedure is going to be comparable you will pick these stages 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 working with so if you do working with then this is going to be your phases task search financier fundraising others real estate support and custom So within our support you can see we have actually inbound assigned dealing with dealt with and noise this is actually respectable and we also have custom where I can really start something from the scratch completely according to my business for me we just have the sales so I’m gon na choose the sales here and click develop private 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 produce now it will simply take a 2nd for a street to create a pipeline for me so you can see this really looks pretty good now I will be able to include my Lead Series so you can in fact click this fall and we have manage stage or relabel so as I proceed as I include various 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 include a box so click on ADD box here and I’m going to add a box in the lead section here and let’s just call it new and click on enter so now you can see we have one lead developed let’s state that there is really closed one so I’m going to add one here let’s just for now let’s call it new I’m going to include another lead let’s call it new two we can in fact 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 two leads then let’s say there was a called as well there’s one working out so I’ll just merely click on new now once you produce a lead we can actually 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 produced remember and then we have welcome teammates so from here I can invite the employee we have add columns we have emails files and remarks you can change to the emails and it will show you the e-mails that you got in files we can even publish files and then we have the remarks 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 create a lead within your once you’re made with this you can actually click on go into and it will be closed now it will show 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 called and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can perform bulk actions such as deleting and sharing as well uh another thing with srix on top you will have the ability to see we have private choice we have these three dots where we can discover these phases Combinations and automation this is among the essential ones click here and you’ll be able to really integrate um other apps within yourr transfer information for notices for automations custom-made builds and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they very 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 change to our simple Gmail extremely quickly from here and it will likewise reveal me the emails 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 combine email and with combine e-mail what takes place is I can in fact produce a follow-up e-mails and various storage e-mails here and we have active instructs so using is actually easy you can start totally free by simply adding the combination and now you know how to use as a total newbie do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me offer some context about my career and how it associates with. As an independent reporter, I’ve dealt with numerous customers, handled multiple tasks concurrently, and maintained a substantial network of contacts. Juggling these duties can be overwhelming, and I acknowledged the requirement for a centralized system to improve my operations.
In my quest for a service, I explored numerous platforms however discovered them to be either too complicated or too expensive 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 seamlessly incorporates with Gmail, making it ideal for freelance journalists who greatly count on e-mail interaction. Here are some key advantages of using for your freelance journalism working with procedure:.
User-friendly Email Tracking and Organization:.
enables you to track and arrange your e-mails effortlessly, offering you a clear summary of your communications with customers, leads, and collaborators.
You can develop customizable pipelines straight within your inbox, making it simple to handle and monitor the progress of your assignments and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and handle your sales process from list building to project conclusion.
You can classify contacts, develop custom phases, set tips, and track interactions, making sure that no chance slips through the cracks.
Seamless Cooperation and Teamwork:.
helps with collaboration by permitting you to share pipelines and interact with staff member within the platform.
You can assign tasks, share important e-mails, and team up in real-time, enhancing performance and making sure everybody stays on the very same page.
‘s flexible workflow system enables you to customize your pipelines and automate repetitive jobs.
You can produce templates for common email actions, schedule follow-ups, and established tips, saving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, uses advantages in regards to coding and software advancement. Here’s how:.
offers a robust API and extensive developer documents, making it simple to integrate with other tools and construct custom-made options.
This flexibility permits self-employed journalists with coding abilities to extend the functionality of and customize it to their particular requirements.
Task Management for Software Application Advancement:.
‘s pipeline function can be adjusted to manage software development tasks, from ideation to release.
You can develop custom-made stages for various advancement stages, assign tasks to staff member, and track development efficiently.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive interface and easy-to-use features, reducing the finding out curve.
Customizable pipelines and workflows to adjust to private requirements.
Collaborative features that improve teamwork and communication.
Developer-friendly API for combination and personalization.
Cost-effective solution for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation functions.
Dependence on Gmail for full performance, limiting compatibility with other email providers.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more inexpensive solution, specifically for freelancers and small companies.
HubSpot has a complimentary version, however advanced functions need a higher-tier paid subscription.
Features and Intricacy:.
offers a more thorough suite of functions, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, using a structured experience.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is useful for users heavily reliant on email interaction.
As a self-employed reporter, managing your hiring procedure and client relationships is paramount to your success. offers a cost effective and intuitive solution that flawlessly integrates with Gmail, allowing you to improve your operations and focus on your craft. While it might not have the advanced features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re an editor, content, or author developer, can empower you to take control of your freelance journalism profession 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.