As an experienced freelance reporter, I comprehend the challenges of handling jobs, tracking leads, and supporting customer relationships. In this short 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 men invite back in this video I will be revealing you how to utilize Streak Free Crm Announcement for your customer relations cooperation interaction and much more so let’s enter into it first off you require to go to streak.com and you will land on 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 actually turn our Gmail into a platform which is actually incredible and I’ll reveal you how to do that as a complete novice it will assist you tailor an ideal procedure for your team and you will be able to get your work done now let’s in fact enter into the procedure now is available as an extension and it’s completely totally free so as soon as you get to the site you’ll get this choice here which is contribute to Chrome and you’re.
going to select 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 included 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 just sign in make sure to sign.
into the same Gmail that you have actually included the uh you know streak to now it will ask you for your gain access to 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 basic you understand folders we are getting recently seen all tracked emails and upgraded reply and then we have this brand-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 new dashboard for here I’ll be able 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 create a new pipeline let’s really do that you will click on brand-new pipeline here and we have various options first of all we have the stages so this is where you will select these stages for your pipeline and you can actually we have a lead called pitched demo negotiating 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 email 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 this Plus on top and you will provide your phase a name let’s say that you actually wished to develop another um you know phase here for example let’s say I didn’t have no strings so I can produce right here.
and you can give it your color so we can actually choose various colors for each of the stages however I think all of these are really currently created so this is in fact quite remarkable what I will do is I will really get rid of this one and if you feel like there is um I think pitched and demonstration are type of like the very same thing we just go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s get rid of the demonstration 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 phases then I will scroll down to the fields here with each pipeline what are the different fields that you desire so you will click on this plus here and we have complimentary kind a date check box fall General e-mail e-mail tracking task calls and conferences 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 in fact missing and I’ll really rearrange and put the notes here fine email thread count close date fine company’s size offer size and Business size alright let’s get rid of the business size and I’m gon na actually find something else within the general where we have created by date created fans and more so I actually wish to go for the created.
by or perhaps the fans due to the fact that I wish to monitor my employee that are really following this so I will you know put it right here now these are the a few of the fields that I desired for my pipeline now you can see there are a lot of alternatives available within streak is really one of the most convenient and among the most uh you understand versatile out there it’s really easy to use with templates we have projects too within my job once again if I didn’t want to go for these sales if I made with tasks then I can choose the job phases right here and once again the fields the procedure is going to be comparable you will pick these phases from here on this plus button here and you can also provide it different different colors we likewise have organization Dev here you can see then we have employing so if you do hiring then this is going to be your phases job search financier fundraising others property support and custom So within our support you can see we have actually inbound assigned dealing with resolved and sound this is actually respectable and we likewise have custom 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 opt for the sales here and click on create personal or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click on develop now it will just take a second for a street to produce a pipeline for me so you can see this actually looks pretty good now I will have the ability to include my Lead Series so you can actually click on this drop down and we have manage phase or relabel so as I proceed as I include various leads here what I I will do is I’ll just simply click and I’ll be able to add it click the top here add a box so click on ADD box here and I’m going to add a box in the lead area here and let’s just call it brand-new and click on go into so now you can see we have one lead developed 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 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 by doing this now you can see we have 2 leads then let’s state there was a contacted as well there’s one negotiating so I’ll just merely click on new now once you produce a lead we can actually click here and it will now open up the different fields that we included so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we created remember and then we have invite teammates so from here I can invite the team members we have add columns we have emails files and remarks you can change to the emails and it will reveal you the emails that you got in files we can even upload 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 develop a lead within your as soon as you’re done with this you can actually click on enter 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 2 leads one contacted and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can carry out bulk actions such as deleting and sharing as well uh one more thing with srix on top you will be able to see we have personal alternative we have these 3 dots where we can discover these stages Combinations and automation this is among the essential ones click on this link and you’ll have the ability to really integrate um other apps within yourr transfer information for notices for automations customized constructs and more we can likewise integrate our Google Sheets to ou and we’ll have the ability 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 create a brand-new pipeline we can change to our simple Gmail extremely easily from here and it will also show me the e-mails that I will be getting for my pipelines that I have actually developed we will even have our merge emails now with our so this is the merge e-mail and with combine e-mail what happens is I can actually create a follow-up emails and various storage e-mails here and we have active instructs so using is actually easy you can start for free by just including the combination and now you understand how to use as a complete newbie don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me supply some context about my career and how it relates to. As an independent reporter, I’ve worked with various customers, managed several jobs concurrently, and kept an extensive network of contacts. Balancing these responsibilities can be frustrating, and I recognized the need for a central system to improve my operations.
In my quest for an option, I checked out numerous platforms however discovered them to be either too expensive or too complicated for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly integrates with Gmail, making it perfect for freelance reporters who heavily depend on email interaction. Here are some crucial advantages of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Company:.
allows you to track and arrange your e-mails easily, providing you a clear overview of your interactions with clients, leads, and partners.
You can produce adjustable pipelines directly within your inbox, making it simple to monitor the development and manage of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to picture and manage your sales process from lead generation to task conclusion.
You can categorize contacts, develop custom stages, set reminders, and track interactions, guaranteeing that no opportunity slips through the fractures.
Smooth Collaboration and Team Effort:.
assists in partnership by allowing you to share pipelines and communicate with staff member within the platform.
You can designate jobs, share important 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 email responses, schedule follow-ups, and set up pointers, conserving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, offers advantages in regards to coding and software development. Here’s how:.
offers a robust API and extensive developer documentation, making it easy to incorporate with other tools and develop custom solutions.
This flexibility enables independent journalists with coding skills to extend the performance of and customize it to their particular needs.
Job Management for Software Development:.
‘s pipeline function can be adjusted to handle software application advancement projects, from ideation to implementation.
You can create custom-made phases for different advancement phases, appoint tasks to staff member, and track progress efficiently.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
Intuitive interface and user friendly functions, reducing the learning curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collaborative features that boost teamwork and interaction.
Developer-friendly API for combination and modification.
Affordable option for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation functions.
Reliance on Gmail for full performance, restricting compatibility with other email providers.
Contrast with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
provides a more economical solution, especially for freelancers and small businesses.
HubSpot has a free version, however advanced functions need a higher-tier paid subscription.
Features and Intricacy:.
offers a more comprehensive suite of functions, including advanced marketing automation and analytics.
concentrates on simpleness and ease of use, offering a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s seamless combination with Gmail is helpful for users greatly reliant on e-mail communication.
As a self-employed journalist, handling your hiring process and customer relationships is vital to your success. offers a economical and user-friendly option that perfectly integrates with Gmail, enabling you to improve your operations and concentrate on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a material, writer, or editor developer, can empower you to take control of your freelance journalism career by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.