As a seasoned freelance journalist, I understand the difficulties of managing projects, tracking leads, and supporting client relationships. In this article, I will dive into the advantages 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 men welcome back in this video I will be showing you how to utilize Streak Forms Crm for your consumer relations partnership interaction and a lot more so let’s enter into it first off you require to go to streak.com and you will arrive at this site right here now is a type of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is actually remarkable and I’ll show you how to do that as a total newbie it will assist you tailor a perfect process for your group and you will be able to get your work done now let’s actually get into the process now is readily available as an extension and it’s completely free so when you get to the website you’ll get this option 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 add to Chrome click on ADD extension and your extension will be added fine 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 merely check in make sure to sign.
into the same Gmail that you have actually 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 on permit after including this is what your Gmail will appear like now you can see here in our basic you know folders we are getting just recently seen all tracked emails and upgraded 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 is like our new dashboard for here I’ll have the ability to develop a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go develop a new pipeline let’s actually do that you will click new pipeline here and we have various options firstly we have the stages so this is where you will choose these stages for your pipeline and you can really we have actually a lead gotten in touch with pitched demonstration working out close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last email last email from lead Source top priority industry offer size company size close rate e-mail thread count days and state and keeps in mind so if you want to include another stage you will click this Plus at the top and you will give your phase a name let’s say that you really wanted to develop another um you understand phase here for example let’s state 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 however I believe all of these are in fact currently produced so this is in fact pretty outstanding what I will do is I will really get rid of this one and if you seem like there is um I believe pitched and demonstration are type of like the exact same thing we just choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s eliminate the demonstration here and after that 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 desire so you will click this plus here and we have totally free kind a date check box fall General email e-mail tracking task 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 go with this one here this is the field that was really missing out on and I’ll really reorganize and put the notes here alright email thread count close date okay business’s size deal size and Company size alright let’s eliminate the company size and I’m gon na actually find something else within the basic where we have developed by date developed followers and more so I actually want to choose the created.
by or maybe the fans because I wish to track my team members that are actually 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 great deal of choices readily available within streak is actually among the easiest and among the most uh you know versatile out there it’s extremely easy to use with templates we have tasks too within my task again if I didn’t want to choose these sales if I made with tasks then I can choose the job phases right here and again the fields the procedure is going to be comparable you will select these stages from here on this plus button here and you can likewise offer it different various colors we also have organization Dev here you can see then we have employing so if you do working with then this is going to be your phases task search investor fundraising others real estate support and custom So within our assistance you can see we have inbound assigned dealing with solved and sound this is in fact respectable and we likewise have custom-made where I can really start something from the scratch totally according to my organization for me we merely have the sales so I’m gon na opt for the sales here and click on develop personal 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 on produce now it will simply take a 2nd for a street to create a pipeline for me so you can see this actually looks respectable now I will have the ability to include my Lead Series so you can in fact click on this fall and we have manage phase or relabel so as I proceed as I add 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 include 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 actually one lead created 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 include another lead let’s call it new two 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 two leads then let’s say there was a contacted also there’s one negotiating so I’ll just simply click brand-new now when you produce a lead we can really click on this link and it will now open 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 created keep in mind and after that we have invite teammates so from here I can welcome the staff member we have add columns we have emails files and comments you can switch to the e-mails and it will show 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 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 once you’re done with this you can in fact click get in and it will be closed now it will reveal 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 different 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 private choice we have these 3 dots where we can find these stages Integrations and automation this is among the essential ones click here and you’ll be able to really incorporate um other apps within yourr transfer information for alerts for automations customized builds and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export information they really easily and develop our CSV files similarly now I can switch to my different folders that we have here and I can develop a brand-new pipeline we can switch to our easy Gmail extremely 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 combine e-mails now with our so this is the merge e-mail and with merge email what takes place is I can in fact develop a follow-up emails and different storage emails here and we have active advises so utilizing is actually easy you can start for free by just including the integration and now you know 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 offer some context about my profession and how it relates to. As an independent journalist, I have actually dealt with many customers, managed multiple tasks all at once, and kept a substantial network of contacts. Balancing these responsibilities can be frustrating, and I recognized the requirement for a central system to streamline my operations.
In my quest for a solution, I explored numerous platforms but found them to be either too expensive or too complex for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly integrates with Gmail, making it ideal for self-employed journalists who heavily depend on e-mail communication. Here are some crucial benefits of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Company:.
enables you to track and organize your emails effortlessly, giving you a clear introduction of your communications with customers, leads, and partners.
You can create adjustable pipelines directly within your inbox, making it easy to keep an eye on the development and handle of your jobs and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to picture and manage your sales process from lead generation to project completion.
You can classify contacts, develop custom-made stages, set pointers, and track interactions, making sure that no chance slips through the cracks.
Smooth Cooperation and Team Effort:.
facilitates partnership by allowing you to share pipelines and communicate with staff member within the platform.
You can designate jobs, share crucial e-mails, and collaborate in real-time, improving productivity and making sure everybody remains on the very same page.
‘s flexible workflow system enables you to personalize your pipelines and automate recurring jobs.
You can develop design templates for typical email actions, schedule follow-ups, and set up tips, saving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, provides advantages in terms of coding and software application development. Here’s how:.
provides a robust API and comprehensive designer documents, making it simple to integrate with other tools and construct customized solutions.
This versatility enables self-employed journalists with coding abilities to extend the functionality of and tailor it to their specific needs.
Task Management for Software Development:.
‘s pipeline feature can be adapted to manage software application advancement tasks, from ideation to release.
You can produce custom-made phases for different advancement stages, appoint jobs to staff member, and track development efficiently.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly user interface and user friendly features, reducing the finding out curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collaborative functions that enhance teamwork and communication.
Developer-friendly API for combination and modification.
Economical solution for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation functions.
Dependence on Gmail for full functionality, restricting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While offers substantial advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more economical service, especially for freelancers and small companies.
HubSpot has a totally free version, but advanced features need a higher-tier paid membership.
Features and Intricacy:.
supplies a more extensive suite of features, 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 combination with Gmail is useful for users greatly reliant on e-mail interaction.
As a freelance reporter, managing your hiring procedure and client relationships is critical to your success. offers a instinctive and cost effective service that flawlessly integrates with Gmail, allowing you to improve your operations and concentrate on your craft. While it may not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re an editor, writer, or content creator, can empower you to take control of your freelance journalism career by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.