As a seasoned freelance journalist, I understand the difficulties of handling tasks, tracking leads, and nurturing customer relationships. In this post, I will dive into the advantages of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for beginners hey guys welcome back in this video I will be showing you how to use Crm Streak Set Up for your client relations cooperation communication and a lot more so let’s enter into it to start with you require to go to streak.com and you will arrive at this website right here now is a kind of CRM that we can contribute 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 really incredible and I’ll reveal you how to do that as a complete novice it will assist you tailor a best process for your team and you will be able to get your work done now let’s actually get into the process now is offered as an extension and it’s completely complimentary so once you get to the website you’ll get this option here which is add to Chrome and you’re.
going to pick this one now it will take you to Chrome dot google.com extensions and this is our extension here click on add to Chrome click on 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 just check in make sure to sign.
into the very same Gmail that you have added the uh you understand streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click on allow 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 seen all tracked e-mails and upgraded reply and then 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 combines so you can see this is like our brand-new control panel for here I’ll be able to develop a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go produce a new pipeline let’s really do that you will click on new pipeline here and we have different choices first off we have the stages so this is where you will choose these phases for your pipeline and you can actually we have actually 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 e-mail last email from lead Source concern market offer size business size close rate email thread count days and state and notes so if you want to include another stage you will click on this Plus at the top and you will offer your stage a name let’s say that you in fact wanted to produce another um you understand stage here for instance let’s state I didn’t have no strings so I can develop right here.
and you can offer it your color so we can really choose different colors for each of the stages but I think all of these are actually currently developed so this is actually pretty excellent what I will do is I will in fact eliminate this one and if you seem like there is um I believe pitched and demo are sort of like the exact same thing we simply 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 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 on this plus here and we have free kind a date check box fall General email e-mail tracking task calls and meetings so I do not 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 actually missing and I’ll in fact rearrange and put the notes here fine e-mail thread count close date fine business’s size offer size and Business size alright let’s get rid of the company size and I’m gon na really find something else within the general where we have actually developed by date produced followers and more so I actually want to go for the developed.
by or possibly the followers since I want to monitor my team members that are actually following this so I will you understand 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 alternatives offered within streak is really among the easiest and one of the most uh you understand versatile out there it’s really easy to use with design templates we have tasks too within my project once again if I didn’t want to opt for these sales if I made with tasks then I can opt for the project phases right here and once again the fields the procedure is going to be comparable you will select these phases from here on this plus button here and you can also offer it different different colors we also have organization 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 real estate assistance and custom So within our assistance you can see we have actually incoming designated working on fixed and noise this is in fact pretty good and we likewise have customized where I can actually start something from the scratch absolutely according to my company for me we just have the sales so I’m gon na opt for the sales here and click produce 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 produce now it will simply take a second for a street to produce a pipeline for me so you can see this really looks respectable now I will have the ability to include my Lead Series so you can really click on this drop down and we have manage phase or relabel so as I continue as I add different leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click on the top here include a box so click ADD box here and I’m going to add a box in the lead area here and let’s simply call it brand-new and click on go into so now you can see we have actually one lead produced let’s say that there is really 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 2 we can in fact open this up in a new tab from here too however I’m just for now I’m just gon na work by doing this now you can see we have two leads then let’s say there was a called also there’s one negotiating so I’ll just merely click brand-new now when you develop a lead we can in fact click here and it will now open up the various fields that we added so this is a new Elite that I developed and we have all of these various columns we have the fields that we created keep in mind and then we have welcome teammates so from here I can invite the team members we have include columns we have emails files and comments you can change to the emails and it will reveal you the e-mails that you got in files we can even upload 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 create a lead within your as soon as you’re finished with this you can in fact click on get in and it will be closed now it will show 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 called 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 carry out bulk actions such as deleting and sharing too uh one more thing with srix at the top you will be able to see we have personal alternative we have these three dots where we can discover these phases Integrations and automation this is among the essential ones click here and you’ll have the ability to in fact incorporate um other apps within yourr transfer data for notifications for automations custom develops and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely quickly and develop our CSV files likewise now I can change to my different folders that we have here and I can create a brand-new pipeline we can switch to our basic Gmail extremely easily 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 e-mail and with merge email what occurs is I can really create a follow-up e-mails and various storage e-mails here and we have active advises so utilizing is really simple you can start free of charge by simply including the integration and now you know how to utilize as a total novice don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me supply some context about my profession and how it associates with. As a freelance journalist, I’ve worked with many clients, managed numerous projects at the same time, and preserved a substantial network of contacts. Juggling these obligations can be frustrating, and I acknowledged the requirement for a centralized system to enhance my operations.
In my quest for an option, I checked out numerous platforms but found them to be either too intricate or too expensive for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly incorporates with Gmail, making it perfect for self-employed journalists who heavily count on e-mail interaction. Here are some essential advantages of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Company:.
enables you to track and arrange your emails easily, offering you a clear introduction of your interactions with clients, leads, and collaborators.
You can produce customizable pipelines straight within your inbox, making it easy to manage and monitor the development of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to imagine and manage your sales process from lead generation to task completion.
You can classify contacts, produce custom-made stages, set suggestions, and track interactions, ensuring that no opportunity slips through the cracks.
Smooth Cooperation and Team Effort:.
assists in cooperation by permitting you to share pipelines and communicate with employee within the platform.
You can appoint jobs, share essential e-mails, and collaborate in real-time, improving efficiency and making sure everyone remains on the same page.
‘s flexible workflow system allows you to customize your pipelines and automate repeated jobs.
You can develop design templates for common e-mail responses, schedule follow-ups, and established reminders, conserving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, uses advantages in regards to coding and software advancement. Here’s how:.
provides a robust API and extensive developer paperwork, making it easy to incorporate with other tools and build custom-made options.
This versatility allows independent journalists with coding abilities to extend the performance of and tailor it to their particular needs.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to handle software application development projects, from ideation to deployment.
You can produce custom-made stages for different development stages, designate jobs to team members, and track development efficiently.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
User-friendly interface and easy-to-use features, reducing the learning curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collaborative features that improve teamwork and interaction.
Developer-friendly API for integration and customization.
Cost-efficient service for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for complete functionality, limiting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While deals substantial benefits for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more budget friendly option, especially for freelancers and small businesses.
HubSpot has a complimentary version, but advanced functions require a higher-tier paid membership.
Functions and Intricacy:.
supplies a more extensive suite of features, including advanced marketing automation and analytics.
concentrates on simpleness and ease of use, offering a structured experience.
Both and incorporate with various third-party tools.
‘s smooth combination with Gmail is advantageous for users greatly reliant on e-mail interaction.
As a self-employed reporter, handling your hiring process and client relationships is critical to your success. offers a user-friendly and cost effective service that effortlessly incorporates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it may not have the sophisticated features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a content, writer, or editor creator, 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 endeavors.