As an experienced freelance journalist, I comprehend the obstacles of managing jobs, tracking leads, and supporting client relationships. In this short article, I will dig into the benefits of utilizing for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey guys invite back in this video I will be showing you how to utilize Streak Free Crm Limit for your client relations cooperation communication and a lot more so let’s enter it firstly you need to go to streak.com and you will land on this website 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 actually turn our Gmail into a platform which is really remarkable and I’ll show you how to do that as a total beginner it will help you tailor a perfect procedure for your team and you will have the ability to get your work done now let’s really enter into the procedure now is available as an extension and it’s completely complimentary so when you get to the website you’ll get this option here which is contribute 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 simply sign in ensure to sign.
into the very same Gmail that you have added the uh you understand streak to now it will ask you for your access and we’re gon na merely scroll down and click on enable after adding 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 updated reply and then we have this brand-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 is like our new dashboard for here I’ll be able to develop 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 produce a new pipeline let’s actually do that you will click new pipeline here and we have different options to start with we have the stages so this is where you will select these stages for your pipeline and you can really we have a lead contacted pitched demonstration working out close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority industry offer size business size close rate email thread count days and state and notes so if you wish to add another phase you will click on this Plus at the top and you will give your phase a name let’s say that you in fact wished to produce another um you understand phase here for instance 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 really choose various colors for each of the stages however I think all of these are in fact already produced so this is in fact quite excellent what I will do is I will actually eliminate this one and if you seem like there is um I think pitched and demo are kind of like the exact same thing we just opt for the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s get rid of the demo here and after that 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 different fields that you want so you will click this plus here and we have complimentary form a date check box fall General e-mail e-mail tracking task 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 really missing out on and I’ll actually rearrange and put the notes here fine e-mail thread count close date fine company’s size deal size and Business size alright let’s get rid of the business size and I’m gon na actually discover something else within the basic where we have actually created by date developed fans and more so I in fact want to go for the produced.
by or perhaps the followers 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 wanted for my pipeline now you can see there are a lot of options available within streak is really among the most convenient and among the most uh you know flexible out there it’s extremely easy to use with templates we have tasks too within my task once again if I didn’t want to opt for these sales if I made with jobs then I can choose the project stages right here and again the fields the procedure is going to be similar you will choose these stages from here on this plus button here and you can also provide it different different colors we likewise have company Dev here you can see then we have hiring so if you do employing then this is going to be your phases job search investor fundraising others real estate assistance and custom So within our support you can see we have inbound appointed dealing with resolved and sound this is in fact respectable and we also have custom where I can in fact 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 create personal or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click create now it will just take a 2nd 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 add my Lead Series so you can really click on this drop down and we have handle phase or relabel so as I proceed as I add 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 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 enter so now you can see we have actually one lead produced let’s say that there is actually closed one so I’m going to add 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 brand-new tab from here too but 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 negotiating so I’ll just simply click on new now when you develop a lead we can in fact click on this link and it will now open up the various fields that we included so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we created keep in mind and after that we have welcome teammates so from here I can welcome the employee we have add columns we have emails files and comments you can change to the e-mails and it will reveal you the e-mails that you got in files we can even upload files and after that we have the comments at the top here once again we have the call log we have our meeting notes and we even have our.
attachments so this is how you produce a lead within your once you’re made with this you can actually click on get in 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 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 perform bulk actions such as erasing and sharing as well uh another thing with srix at the top you will be able to see we have private alternative we have these 3 dots where we can discover these stages Integrations and automation this is one of the essential ones click here and you’ll have the ability to really integrate um other apps within yourr transfer information for alerts for automations customized constructs and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they really quickly and produce our CSV files likewise now I can change to my different folders that we have here and I can produce a new pipeline we can switch to our simple Gmail very quickly from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have created we will even have our merge emails now with our so this is the combine email and with merge e-mail what takes place is I can really develop a follow-up e-mails and different storage e-mails here and we have active instructs so utilizing is really simple you can get started free of charge by simply including the integration and now you know how to utilize as a total beginner do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me supply some context about my career and how it associates with. As an independent reporter, I’ve worked with various customers, managed several tasks concurrently, and preserved a comprehensive network of contacts. Balancing these obligations can be frustrating, and I recognized the requirement for a centralized system to enhance my operations.
In my mission for an option, I explored various platforms but discovered them to be either too costly or too complex for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly incorporates with Gmail, making it perfect for independent journalists who greatly rely on e-mail interaction. Here are some key benefits of using for your freelance journalism working with process:.
User-friendly Email Tracking and Company:.
permits you to track and organize your emails easily, providing you a clear introduction of your communications with clients, leads, and collaborators.
You can develop customizable pipelines directly within your inbox, making it easy to keep an eye on the progress and handle of your jobs and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to envision and manage your sales process from lead generation to job completion.
You can categorize contacts, produce custom phases, set pointers, and track interactions, guaranteeing that no opportunity slips through the fractures.
Smooth Cooperation and Teamwork:.
helps with partnership by allowing you to share pipelines and communicate with team members within the platform.
You can appoint tasks, share crucial e-mails, and team up in real-time, boosting performance and ensuring everybody remains on the same page.
‘s versatile workflow system allows you to personalize your pipelines and automate recurring tasks.
You can develop design templates for typical e-mail actions, schedule follow-ups, and set up suggestions, saving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, uses benefits in terms of coding and software application development. Here’s how:.
offers a robust API and comprehensive designer documents, making it easy to integrate with other tools and build custom services.
This flexibility allows freelance reporters with coding abilities to extend the functionality of and tailor it to their specific requirements.
Job Management for Software Application Development:.
‘s pipeline feature can be adjusted to manage software advancement jobs, from ideation to implementation.
You can produce customized stages for different development stages, assign jobs to team members, and track development effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
Intuitive interface and easy-to-use features, minimizing the discovering curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collaborative functions that improve team effort and interaction.
Developer-friendly API for integration and personalization.
Economical service for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for complete functionality, restricting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While offers substantial benefits for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more cost effective option, particularly for freelancers and small businesses.
HubSpot has a free version, but advanced functions need a higher-tier paid subscription.
Functions and Complexity:.
provides a more extensive suite of features, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Both and integrate with different third-party tools.
‘s smooth integration with Gmail is helpful for users heavily reliant on email communication.
As an independent journalist, handling your hiring procedure and customer relationships is paramount to your success. offers a inexpensive and user-friendly service that effortlessly incorporates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it may not have the sophisticated features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a content, editor, or author developer, can empower you to take control of your freelance journalism profession by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.