As an experienced freelance reporter, I comprehend the obstacles of handling tasks, tracking leads, and supporting customer relationships. In this post, I will dig into the benefits of utilizing for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey people invite back in this video I will be showing you how to use Streak Crm Vs Monday for your client relations collaboration communication and much more so let’s get into it firstly you need to go to streak.com and you will arrive at this site 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 really turn our Gmail into a platform which is actually amazing and I’ll show you how to do that as a complete beginner it will assist you personalize a perfect procedure for your group and you will have the ability to get your work done now let’s in fact enter the procedure now is readily available as an extension and it’s totally complimentary so as soon as 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 contribute to Chrome click ADD extension and your extension will be included alright it’s done and now it is contributing 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 just check in make certain to sign.
into the very same Gmail that you have actually included the uh you know streak to now it will ask you for your access and we’re gon na simply scroll down and click on allow after including this is what your Gmail will look like now you can see here in our simple you know folders we are getting just recently viewed all tracked e-mails and upgraded reply and then we have this new choice 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 resembles our new dashboard for here I’ll have the ability to create a brand-new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go produce a brand-new pipeline let’s actually do that you will click brand-new pipeline here and we have various choices to start with we have the stages so this is where you will select these phases for your pipeline and you can in fact we have a lead called pitched demo negotiating close phone closed uh you understand then we have supporting okay then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority industry deal size business size close rate email thread count days and state and notes so if you wish to add another stage you will click on this Plus at the top and you will give your stage a name let’s say that you really wanted to produce another um you know stage here for instance let’s state I didn’t have no strings so I can develop right here.
and you can give it your color so we can actually select different colors for each of the stages but I believe all of these are really currently created so this is really pretty remarkable 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 very same thing we simply opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is in fact let’s get rid of the demonstration here and then 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 complimentary form a date check box drop down General email e-mail tracking job calls and conferences 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 go with this one here this is the field that was really missing and I’ll in fact reorganize and put the notes here alright email thread count close date okay business’s size deal size and Business size okay let’s get rid of the business size and I’m gon na in fact find something else within the basic where we have actually developed by date developed fans and more so I really wish to opt for the developed.
by or maybe the followers since I want to monitor 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 great deal of options offered within streak is in fact one of the most convenient and one of the most uh you know versatile out there it’s really easy to use with design templates we have jobs too within my task once again if I didn’t wish to opt for these sales if I finished with projects then I can choose the project stages right here and again the fields the process is going to be similar you will pick these phases from here on this plus button here and you can likewise give it different different colors we likewise have company Dev here you can see then we have employing so if you do employing then this is going to be your phases task search investor fundraising others realty support and custom-made So within our support you can see we have actually incoming assigned dealing with solved and sound this is in fact pretty good and we likewise have custom-made where I can really start something from the scratch totally according to my company 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 staff member so I’m going to opt for the shared one here and click create 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 add my Lead Series so you can actually click this fall and we have handle phase or rename so as I continue as I include various leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click the top here include a box so click ADD box here and I’m going to add a box in the lead section here and let’s simply call it brand-new and click on enter so now you can see we have one lead produced 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 brand-new two we can really open this up in a new tab from here too but I’m just for now I’m just gon na work this way now you can see we have two leads then let’s say there was a gotten in touch with also there’s one negotiating so I’ll just merely click brand-new now when you create a lead we can really click here and it will now open the various fields that we added so this is a brand-new Elite that I developed and we have all of these various columns we have the fields that we developed remember and after that we have welcome teammates so from here I can welcome the employee we have include columns we have e-mails files and comments you can switch to the e-mails and it will show you the emails that you got in files we can even submit files and then 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 produce a lead within your when you’re finished 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 contacted 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 carry out bulk actions such as erasing and sharing too 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 stages Combinations and automation this is among the essential ones click here and you’ll be able to actually incorporate um other apps within yourr transfer information for alerts for automations custom builds 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 various folders that we have here and I can produce a new pipeline we can change to our basic Gmail extremely easily from here and it will likewise show me the emails that I will be receiving for my pipelines that I have actually produced we will even have our merge emails now with our so this is the combine e-mail and with combine e-mail what takes place is I can actually create a follow-up emails and different storage e-mails here and we have active instructs so using is actually easy you can begin for free by just including the integration and now you understand how to use as a total beginner 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 relates to. As a freelance journalist, I’ve worked with various clients, managed multiple jobs simultaneously, and kept a substantial network of contacts. Balancing these responsibilities can be overwhelming, and I recognized the requirement for a centralized system to streamline my operations.
In my quest for a service, I checked out various platforms however discovered them to be either too complicated or too pricey for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly incorporates with Gmail, making it ideal for independent reporters who greatly depend on e-mail communication. Here are some crucial benefits of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Company:.
allows you to track and organize your e-mails effortlessly, offering you a clear introduction of your communications with customers, leads, and collaborators.
You can produce personalized pipelines directly within your inbox, making it easy to handle and keep an eye on the progress of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and manage your sales process from list building to project completion.
You can categorize contacts, produce custom stages, set tips, and track interactions, making sure that no opportunity slips through the fractures.
Seamless Cooperation and Teamwork:.
assists in cooperation by allowing you to share pipelines and interact with team members within the platform.
You can designate tasks, share essential emails, and work together in real-time, enhancing performance and ensuring everyone remains on the exact same page.
‘s versatile workflow system allows you to customize your pipelines and automate repeated tasks.
You can produce templates for typical e-mail reactions, schedule follow-ups, and set up pointers, conserving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, provides benefits in regards to coding and software advancement. Here’s how:.
supplies a robust API and extensive developer paperwork, making it easy to integrate with other tools and construct customized services.
This flexibility enables independent journalists with coding skills to extend the functionality of and customize it to their particular needs.
Project Management for Software Advancement:.
‘s pipeline function can be adapted to manage software development tasks, from ideation to release.
You can create custom-made phases for various development stages, designate jobs to employee, and track progress efficiently.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive user interface and easy-to-use functions, minimizing the finding out curve.
Personalized pipelines and workflows to adjust to private requirements.
Collective features that enhance team effort and communication.
Developer-friendly API for integration and customization.
Economical solution for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for full functionality, restricting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While deals considerable advantages for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
offers a more cost effective solution, specifically for freelancers and small businesses.
HubSpot has a totally free version, however advanced features require a higher-tier paid membership.
Features and Intricacy:.
provides a more thorough suite of functions, consisting of sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, offering a structured experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is useful for users greatly reliant on email communication.
As an independent reporter, handling your hiring process and client relationships is vital to your success. offers a instinctive and affordable option that effortlessly integrates with Gmail, allowing you to improve your operations and focus on your craft. While it might not have the sophisticated functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice 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 managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.