As an experienced freelance reporter, I comprehend the challenges of handling jobs, tracking leads, and nurturing client relationships. In this short article, I will dig into the benefits of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for beginners hey men welcome back in this video I will be revealing you how to use Asana Streak Crm Integrations for your consumer relations cooperation interaction and a lot more so let’s enter it first of all you require to go to streak.com and you will arrive on this website right here now is a sort of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is actually incredible and I’ll reveal you how to do that as a total beginner it will help you personalize a perfect process for your group and you will have the ability to get your work done now let’s really enter into the procedure now is offered as an extension and it’s entirely free so once you get to the site you’ll get this choice here which is add 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 contribute to Chrome click on ADD extension and your extension will be included okay 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 sign in make sure to sign.
into the 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 simply scroll down and click 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 recently viewed all tracked e-mails and upgraded 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 combines so you can see this is like our new control panel for here I’ll be able to create a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go create a new pipeline let’s in fact do that you will click new pipeline here and we have various choices 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 a lead called 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 e-mail last email from lead Source top priority industry deal size business size close rate e-mail thread count days and state and keeps in mind so if you wish to include another stage you will click this Plus on top and you will provide your phase a name let’s state that you really wished to produce another um you know phase here for instance let’s say I didn’t have no strings so I can create right here.
and you can offer it your color so we can in fact choose different colors for each of the stages however I think all of these are in fact currently created so this is actually quite remarkable 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 sort of like the very 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 demonstration here and then 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 different fields that you desire so you will click this plus here and we have totally free form a date check box fall General email e-mail tracking job calls and meetings 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 go with this one here this is the field that was in fact missing and I’ll actually reorganize and put the notes here okay e-mail thread count close date okay business’s size offer size and Business size fine let’s get rid of the company size and I’m gon na actually find something else within the general where we have actually developed by date created followers and more so I actually want to opt for the developed.
by or perhaps the followers since I wish to track my staff member that are in fact 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 choices available within streak is actually among the most convenient and one of the most uh you understand versatile out there it’s very easy to use with templates we have jobs too within my task again if I didn’t wish to go for these sales if I finished with jobs then I can go with the task phases right here and once again the fields the process is going to be comparable you will select these phases from here on this plus button here and you can likewise provide it different different colors we also have organization Dev here you can see then we have hiring so if you do hiring then this is going to be your phases task search financier fundraising others realty assistance and customized So within our assistance you can see we have incoming appointed dealing with dealt with and noise this is really respectable and we also have customized where I can in fact start something from the scratch completely according to my organization for me we merely 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 go with the shared one here and click develop now it will just take a second for a street to produce 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 handle phase or rename so as I continue as I add different leads here what I I will do is I’ll just simply click and I’ll be able to add it click on the top here include a box so click ADD box here and I’m going to include a box in the lead section here and let’s simply call it new and click get in so now you can see we have actually one lead produced let’s state that there is in fact 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 2 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 by doing this now you can see we have 2 leads then let’s say there was a called also there’s one working out so I’ll just merely click brand-new now when you produce a lead we can actually click here and it will now open up the various fields that we included 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 keep in mind and then we have welcome colleagues so from here I can invite the team members we have include columns we have e-mails files and remarks you can switch to the emails and it will reveal you the e-mails that you got in files we can even publish files and then we have the remarks at the top here once again we have the call log we have our meeting notes and we even have our.
accessories so this is how you create a lead within your as soon as you’re made with this you can really click enter 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 2 leads one called and something like this and this is where you will be getting your list we can select different leads from here the stages and we can carry out bulk actions such as erasing and sharing also uh one more thing with srix on top you will have the ability to see we have personal alternative we have these 3 dots where we can discover these stages Combinations and automation this is one of the important ones click on this link and you’ll be able to really integrate um other apps within yourr transfer information for notices for automations custom-made builds and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they really quickly and produce our CSV files likewise now I can switch to my different folders that we have here and I can develop a brand-new pipeline we can change to our basic Gmail very quickly from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have actually developed we will even have our merge e-mails now with our so this is the combine e-mail and with merge e-mail what occurs is I can actually create a follow-up e-mails and different storage emails here and we have active advises so using is truly simple you can begin for free by just including the integration and now you know how to use as a total newbie don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me offer some context about my career and how it relates to. As a self-employed journalist, I have actually dealt with many clients, managed several projects at the same time, and maintained an extensive network of contacts. Juggling these obligations can be frustrating, and I acknowledged the requirement for a centralized system to simplify my operations.
In my quest for a service, I explored various platforms however discovered them to be either too expensive or too complicated for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly integrates with Gmail, making it ideal for self-employed journalists who greatly count on e-mail communication. Here are some crucial advantages of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Company:.
allows you to track and arrange your emails effortlessly, offering you a clear introduction of your communications with clients, leads, and collaborators.
You can create customizable pipelines directly within your inbox, making it easy to keep an eye on the progress and handle of your tasks and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and handle your sales process from list building to project conclusion.
You can categorize contacts, produce custom stages, set pointers, and track interactions, ensuring that no opportunity slips through the fractures.
Seamless Collaboration and Teamwork:.
assists in cooperation by permitting you to share pipelines and interact with staff member within the platform.
You can assign tasks, share crucial e-mails, and collaborate in real-time, enhancing performance and making sure everyone remains on the very same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repeated tasks.
You can develop templates for common e-mail reactions, schedule follow-ups, and set up tips, conserving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in independent journalism, provides advantages in regards to coding and software application development. Here’s how:.
offers a robust API and extensive designer documentation, making it easy to integrate with other tools and develop custom-made options.
This versatility enables self-employed reporters with coding skills to extend the performance of and tailor it to their specific needs.
Task Management for Software Development:.
‘s pipeline feature can be adjusted to manage software development projects, from ideation to deployment.
You can produce custom-made stages for different advancement stages, appoint tasks to employee, and track development efficiently.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly user interface and user friendly features, minimizing the discovering curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collective functions that enhance team effort and interaction.
Developer-friendly API for integration and modification.
Cost-effective option for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for complete functionality, limiting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While deals substantial benefits for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more cost effective option, specifically for freelancers and small businesses.
HubSpot has a totally free version, however advanced functions need a higher-tier paid subscription.
Functions and Intricacy:.
offers a more detailed suite of features, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, using a streamlined experience.
Both and integrate with different third-party tools.
‘s seamless integration with Gmail is advantageous for users greatly reliant on email communication.
As a freelance journalist, handling your hiring process and client relationships is critical to your success. offers a budget friendly and intuitive service that seamlessly integrates with Gmail, allowing you to improve your operations and focus on your craft. While it might not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re an editor, author, or material creator, can empower you to take control of your freelance journalism profession by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.