As a seasoned freelance reporter, I comprehend the obstacles of handling projects, tracking leads, and supporting client relationships. In this short article, I will delve into the advantages of utilizing for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for novices hey people invite back in this video I will be revealing you how to utilize Streak Free Crm Strategy for your client relations collaboration communication and far more so let’s enter it to start with you need to go to streak.com and you will arrive on this website right here now is a kind of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is actually fantastic and I’ll show you how to do that as a total newbie it will help you personalize a best process for your group and you will have the ability to get your work done now let’s actually get into the process now is available as an extension and it’s entirely free so as soon as you get to the site you’ll get this choice 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 ADD extension and your extension will be added all right 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 check in make certain to sign.
into the same Gmail that you have added 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 just recently seen all tracked emails and updated reply and then we have this new option 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 control panel for here I’ll be able to produce 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 create a new pipeline let’s actually do that you will click brand-new pipeline here and we have different options to start with we have the stages so this is where you will choose these phases for your pipeline and you can really we have actually a lead called pitched demonstration negotiating close phone closed uh you know then we have supporting fine then we have Fields so in fields we have a date of last email last e-mail from lead Source priority market deal size business size close rate e-mail thread count days and state and keeps in mind so if you wish to include another phase you will click this Plus at the top and you will offer your stage a name let’s say that you really wished to create another um you know phase 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 really pick different colors for each of the stages however I believe all of these are in fact currently created so this is actually quite outstanding 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 sort of like the exact same thing we simply choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s get rid of the demo here and then 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 desire so you will click this plus here and we have totally free kind a date check box drop down General email email tracking job 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 and I’ll really reorganize and put the notes here fine email thread count close date alright company’s size deal size and Company size alright let’s eliminate the company size and I’m gon na in fact find something else within the basic where we have actually developed by date created followers and more so I actually want to opt for the developed.
by or perhaps the fans because I wish to keep track of 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 lot of choices available within streak is really among the easiest and among the most uh you understand versatile out there it’s very easy to use with design templates we have tasks too within my project again if I didn’t want to opt for these sales if I finished with projects then I can go with the task phases right here and again the fields the process is going to be comparable you will select these stages from here on this plus button here and you can likewise give it various various colors we likewise have service 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 assistance and customized So within our support you can see we have actually inbound appointed working on dealt with and sound this is really respectable and we also have customized where I can in fact start something from the scratch completely according to my business for me we just have the sales so I’m gon na go with the sales here and click produce private or.
shared so I will be sharing this with a team member so I’m going to opt for 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 really click on this drop down and we have manage stage or relabel so as I continue as I add various leads here what I I will do is I’ll just merely click and I’ll be able to include it click the top here include a box so click on ADD box here and I’m going to include a box in the lead area here and let’s simply 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 brand-new I’m going to add another lead let’s call it new two we can actually open this up in a brand-new tab from here too however I’m just for now I’m just gon na work this way now you can see we have 2 leads then let’s say there was a called too there’s one negotiating so I’ll just merely click on new now as soon as 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 new Elite that I produced and we have all of these different columns we have the fields that we produced keep in mind and then we have welcome colleagues so from here I can welcome the employee we have include 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 submit files and then we have the comments at the top here once again we have the call log we have our conference notes and we even have our.
accessories so this is how you produce 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 gathered 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 various leads from here the stages and we can perform bulk actions such as erasing and sharing also uh another thing with srix on top you will have the ability to see we have private option we have these three dots where we can find these phases Combinations and automation this is one of the important ones click here and you’ll be able to really integrate um other apps within yourr transfer data for alerts for automations custom-made develops and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they very quickly and produce our CSV files likewise now I can change to my various folders that we have here and I can develop a brand-new pipeline we can change to our easy Gmail extremely easily 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 combine e-mails now with our so this is the merge e-mail and with combine email what happens is I can really produce a follow-up emails and various storage e-mails here and we have active advises so using is actually simple you can start for free by simply including the combination and now you know how to utilize as a complete newbie 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 connects to. As an independent journalist, I have actually dealt with various clients, handled several projects simultaneously, and kept a comprehensive network of contacts. Balancing these obligations can be frustrating, and I acknowledged the requirement for a centralized system to simplify my operations.
In my quest for an option, I explored various platforms however discovered them to be either too complex or too pricey 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 effortlessly incorporates with Gmail, making it ideal for freelance journalists who greatly rely on e-mail interaction. Here are some key benefits of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Organization:.
allows you to track and organize your e-mails effortlessly, giving you a clear summary of your communications with customers, leads, and collaborators.
You can produce personalized pipelines directly within your inbox, making it easy to keep an eye on the progress and manage of your projects and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to envision and manage your sales process from lead generation to project completion.
You can categorize contacts, develop customized stages, set pointers, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Collaboration and Team Effort:.
helps with partnership by allowing you to share pipelines and communicate with staff member within the platform.
You can designate jobs, share essential emails, and team up in real-time, enhancing performance and making sure everyone stays on the exact same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repetitive tasks.
You can create templates for common email responses, schedule follow-ups, and set up tips, conserving you valuable time and effort.
in Regards to 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 paperwork, making it easy to incorporate with other tools and develop custom solutions.
This flexibility permits self-employed journalists with coding skills to extend the functionality of and customize it to their particular requirements.
Project Management for Software Application Advancement:.
‘s pipeline function can be adapted to manage software development jobs, from ideation to implementation.
You can develop custom-made stages for different advancement phases, appoint jobs to staff member, and track progress effectively.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and user friendly functions, decreasing the learning curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collaborative functions that improve team effort and communication.
Developer-friendly API for integration and modification.
Affordable solution for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for complete functionality, limiting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While deals substantial advantages for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more affordable option, especially for freelancers and small businesses.
HubSpot has a free version, however advanced functions require a higher-tier paid membership.
Features and Intricacy:.
provides a more extensive suite of features, including sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, providing a streamlined experience.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is useful for users greatly reliant on e-mail communication.
As a freelance journalist, handling your hiring procedure and client relationships is vital to your success. offers a inexpensive and instinctive solution that flawlessly incorporates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it might not have the advanced functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a writer, content, or editor creator, can empower you to take control of your freelance journalism profession by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.