As an experienced freelance journalist, I understand the obstacles of managing jobs, tracking leads, and nurturing client relationships. In this post, I will dig into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey men welcome back in this video I will be showing you how to use Change Menu Bar Crm Streak for your consumer relations collaboration interaction and a lot more so let’s enter it first of all you require to go to streak.com and you will land on this site right here now is a kind of CRM that we can add to our simple Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is actually amazing and I’ll show you how to do that as a total novice it will assist you tailor a perfect process for your group and you will be able to get your work done now let’s really enter into the procedure now is readily available as an extension and it’s totally free so once you get to the website you’ll get this alternative 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 add to Chrome click on ADD extension and your extension will be added 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 simply sign in ensure to sign.
into the exact same Gmail that you have included the uh you know streak to now it will ask you for your access and we’re gon na merely scroll down and click permit after including this is what your Gmail will look 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 choice 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 resembles our brand-new dashboard for here I’ll have the ability to produce a brand-new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go develop a brand-new pipeline let’s actually do that you will click new pipeline here and we have different alternatives firstly we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have a lead gotten in touch with 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 e-mail from lead Source priority industry offer size company 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 on this Plus on top and you will provide your stage a name let’s state that you in fact wished to develop another um you know stage here for instance let’s state I didn’t have no strings so I can create right here.
and you can offer it your color so we can in fact pick various colors for each of the stages but I think all of these are in fact already created so this is actually quite impressive what I will do is I will in fact eliminate this one and if you seem like there is um I believe pitched and demonstration are kind of like the exact same thing we just go with the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s get rid of the demonstration 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 stages 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 free kind a date check box drop down General email email tracking task 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 choose this one here this is the field that was really missing and I’ll actually rearrange and put the notes here all right email thread count close date okay business’s size deal size and Company size okay let’s get rid of the business size and I’m gon na really discover something else within the basic where we have actually developed by date developed fans and more so I really wish to opt for the produced.
by or perhaps the fans because I want to keep an eye on my team members 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 wanted for my pipeline now you can see there are a great deal of choices available within streak is in fact one of the easiest and one of the most uh you know flexible out there it’s very easy to use with design templates we have jobs too within my task once again if I didn’t want to choose these sales if I made with jobs then I can choose the project phases right here and 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 various different colors we also have service Dev here you can see then we have employing so if you do working with then this is going to be your stages task search financier fundraising others real estate support and custom So within our assistance you can see we have inbound appointed working on solved and noise this is in fact pretty good and we likewise have custom where I can really start something from the scratch absolutely according to my organization for me we just have the sales so I’m gon na choose the sales here and click produce personal or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click on create now it will just take a 2nd for a street to create a pipeline for me so you can see this really looks respectable now I will have the ability to add my Lead Series so you can in fact click this drop down and we have handle stage or rename 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 add a box so click on ADD box here and I’m going to add a box in the lead section here and let’s simply call it new and click on go into so now you can see we have one lead produced let’s state that there is really 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 include another lead let’s call it brand-new 2 we can in fact open this up in a 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 state there was a contacted also there’s one working out so I’ll just simply click new now as soon as you develop a lead we can in fact click on this link and it will now open up the different fields that we included so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we developed remember and after that we have welcome teammates so from here I can welcome the employee we have add columns we have emails files and remarks you can change to the emails and it will show you the emails 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.
attachments so this is how you develop a lead within your when you’re done with this you can actually click enter and it will be closed now it will reveal you something like this we have all of our information 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 too uh one more thing with srix on top you will have the ability to see we have private option 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 have the ability to really incorporate um other apps within yourr transfer data for alerts for automations custom-made constructs and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they extremely easily and produce our CSV files likewise now I can switch to my various folders that we have here and I can develop a new pipeline we can change to our basic Gmail extremely quickly from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our combine emails now with our so this is the combine email and with combine email what happens is I can in fact develop a follow-up emails and different storage emails here and we have active instructs so utilizing is truly simple you can begin for free by just including the combination and now you know how to utilize as a complete beginner don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me provide some context about my profession and how it associates with. As a self-employed journalist, I’ve worked with many clients, handled several jobs simultaneously, and preserved a substantial network of contacts. Balancing these obligations can be overwhelming, and I acknowledged the requirement for a central system to streamline my operations.
In my mission for a service, I explored numerous platforms however found them to be either too costly or too complex for my freelance setup. That’s when I found, a game-changer in the freelance 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 essential benefits of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Organization:.
permits you to track and arrange your e-mails effortlessly, offering you a clear introduction of your interactions with customers, leads, and collaborators.
You can produce personalized pipelines directly within your inbox, making it easy to handle and monitor the development of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to envision and handle your sales procedure from list building to project conclusion.
You can classify contacts, create custom stages, set tips, and track interactions, making sure that no opportunity slips through the fractures.
Smooth Partnership and Teamwork:.
assists in collaboration by enabling you to share pipelines and interact with team members within the platform.
You can assign jobs, share important emails, and team up in real-time, improving performance and making sure everyone stays on the very same page.
‘s flexible workflow system enables you to customize your pipelines and automate recurring tasks.
You can develop templates for typical e-mail reactions, schedule follow-ups, and established tips, saving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, uses benefits in regards to coding and software advancement. Here’s how:.
offers a robust API and substantial designer documentation, making it simple to incorporate with other tools and build customized options.
This flexibility allows freelance reporters with coding abilities to extend the functionality of and customize it to their specific requirements.
Task Management for Software Advancement:.
‘s pipeline feature can be adapted to handle software application advancement projects, from ideation to implementation.
You can develop custom-made stages for various advancement phases, designate jobs to staff member, and track development efficiently.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and easy-to-use functions, lessening the finding out curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collective features that improve team effort and interaction.
Developer-friendly API for combination and customization.
Cost-effective solution for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation functions.
Reliance on Gmail for full performance, restricting compatibility with other email providers.
Contrast with HubSpot CRM:.
While offers substantial advantages for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
provides a more inexpensive option, particularly for freelancers and small businesses.
HubSpot has a totally free variation, however advanced features need a higher-tier paid subscription.
Features and Complexity:.
provides a more extensive suite of features, consisting of advanced marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is advantageous for users heavily reliant on email communication.
As an independent journalist, handling your hiring process and client relationships is critical to your success. offers a budget-friendly and intuitive option that seamlessly integrates with Gmail, enabling you to streamline your operations and focus on your craft. While it may not have the advanced features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re an editor, author, or content creator, can empower you to take control of your freelance journalism profession by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.