As an experienced freelance journalist, I understand the challenges of handling tasks, tracking leads, and supporting 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 provide a comparison with HubSpot CRM.
tutorial how to use for beginners hey people invite back in this video I will be showing you how to use Crm Pricing Streak for your customer relations partnership communication and a lot more so let’s enter it to start with you require to go to streak.com and you will arrive at 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 Hub and we can actually turn our Gmail into a platform which is truly remarkable and I’ll reveal you how to do that as a complete newbie it will help you customize a perfect process for your group and you will have the ability to get your work done now let’s actually get into the procedure now is offered as an extension and it’s totally complimentary so as soon as you get to the website 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 contribute to Chrome click ADD extension and your extension will be included all right 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 merely sign in make certain 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 just scroll down and click on permit after including this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting recently viewed all tracked e-mails and updated reply and then we have this brand-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 control panel for here I’ll have the ability to develop 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 really do that you will click new pipeline here and we have different choices first off we have the stages so this is where you will select these stages for your pipeline and you can in fact we have a lead contacted pitched demo negotiating close phone closed uh you understand then we have nurturing okay then we have Fields so in fields we have a date of last email last email from lead Source top priority market offer size business size close rate e-mail thread count days and state and notes so if you want to include another phase you will click this Plus at the top and you will give your phase a name let’s state that you really wanted to develop another um you know stage here for example let’s state I didn’t have no strings so I can produce right here.
and you can give it your color so we can really pick different colors for each of the stages but I think all of these are actually currently created so this is in fact pretty remarkable what I will do is I will really get rid of this one and if you seem like there is um I believe pitched and demonstration are type of like the very same thing we just opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact 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 stages then I will scroll down to the fields here with each pipeline what are the various fields that you desire so you will click on this plus here and we have complimentary type a date check box drop down General e-mail email tracking job calls and meetings so I don’t 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 choose this one here this is the field that was in fact missing out on and I’ll really 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 in fact find something else within the basic where we have actually developed by date produced fans and more so I really want to opt for the developed.
by or perhaps the followers due to the fact that I wish to monitor my employee that are in fact 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 great deal of choices offered within streak is in fact one of the easiest and among the most uh you know versatile out there it’s very easy to use with templates we have projects too within my job once again if I didn’t want to choose these sales if I finished with jobs then I can opt for the task stages right here and again the fields the procedure is going to be similar you will pick these phases from here on this plus button here and you can also give it various different colors we likewise have business Dev here you can see then we have working with so if you do employing then this is going to be your phases task search investor fundraising others property assistance and custom-made So within our assistance you can see we have actually inbound appointed working on solved and noise this is actually respectable and we also have custom-made 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 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 choose the shared one here and click produce now it will simply take a 2nd for a street to produce a pipeline for me so you can see this really looks pretty good now I will be able to add my Lead Series so you can actually click 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 merely click and I’ll be able 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 new and click on enter so now you can see we have one lead produced let’s say 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 add another lead let’s call it new 2 we can in fact 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 too there’s one negotiating so I’ll just simply click new now once you create a lead we can actually click on this link and it will now open the different fields that we included so this is a new Elite that I produced and we have all of these various columns we have the fields that we created keep in mind and after that we have welcome colleagues so from here I can invite the staff member we have add columns we have e-mails 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 publish 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 create a lead within your as soon as you’re finished with this you can in fact 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 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 carry out bulk actions such as erasing and sharing also uh one more thing with srix at the top you will have the ability to see we have private alternative we have these three dots where we can discover these phases Combinations and automation this is one of the important ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer information for alerts for automations custom develops and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they really quickly and create our CSV files likewise now I can change to my different folders that we have here and I can develop a new pipeline we can switch to our easy Gmail extremely easily from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have developed we will even have our combine e-mails now with our so this is the combine e-mail and with combine e-mail what occurs is I can really produce a follow-up emails and different storage e-mails here and we have active instructs so using is truly simple you can get going for free by just adding the integration and now you know how to use as a total newbie 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 connects to. As an independent journalist, I’ve worked with many customers, managed multiple tasks at the same time, and maintained an extensive network of contacts. Juggling these duties can be frustrating, and I recognized the requirement for a central system to streamline my operations.
In my mission for an option, I explored various platforms however found them to be either too costly or too complicated for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly integrates with Gmail, making it perfect for independent journalists who greatly count on email interaction. Here are some crucial benefits of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Company:.
enables you to track and organize your emails effortlessly, giving you a clear introduction of your interactions with clients, leads, and partners.
You can develop personalized pipelines straight within your inbox, making it simple to manage and keep an eye on the development of your assignments and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and handle your sales procedure from lead generation to task completion.
You can categorize contacts, produce custom phases, set suggestions, and track interactions, making sure that no chance slips through the cracks.
Seamless Collaboration and Teamwork:.
helps with partnership by permitting you to share pipelines and interact with employee within the platform.
You can appoint jobs, share important emails, and work together in real-time, improving productivity and making sure everybody remains on the same page.
‘s versatile workflow system enables you to customize your pipelines and automate repeated jobs.
You can create templates for typical email reactions, schedule follow-ups, and set up reminders, conserving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, uses benefits in terms of coding and software development. Here’s how:.
offers a robust API and extensive designer documentation, making it simple to integrate with other tools and construct custom solutions.
This flexibility permits independent reporters with coding abilities to extend the performance of and tailor it to their specific requirements.
Project Management for Software Application Advancement:.
‘s pipeline function can be adapted to handle software advancement projects, from ideation to deployment.
You can develop custom-made phases for different advancement phases, appoint jobs to team members, and track progress efficiently.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive user interface and easy-to-use features, decreasing the finding out curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collaborative functions that boost team effort and interaction.
Developer-friendly API for combination and personalization.
Economical service for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation features.
Dependence on Gmail for complete performance, limiting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more budget friendly service, specifically for freelancers and small businesses.
HubSpot has a totally free variation, but advanced functions need a higher-tier paid membership.
Features and Intricacy:.
supplies a more detailed suite of features, consisting of sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, providing a structured experience.
Both and incorporate with numerous third-party tools.
‘s smooth integration with Gmail is helpful for users greatly reliant on email interaction.
As a self-employed journalist, handling your hiring process and client relationships is critical to your success. deals a intuitive and economical option that flawlessly incorporates with Gmail, allowing you to simplify your operations and focus on your craft. While it might not have the sophisticated functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re an editor, author, or material developer, can empower you to take control of your freelance journalism career by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.