As a seasoned freelance journalist, I comprehend the difficulties of managing projects, tracking leads, and supporting customer relationships. In this post, I will dive into the benefits of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for novices hey guys invite back in this video I will be revealing you how to use Streak Company Emails Crm for your customer relations partnership interaction and much more so let’s get into it to start with you require to go to streak.com and you will land on this site right here now is a sort of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is truly fantastic and I’ll reveal you how to do that as a total newbie it will assist you personalize a perfect procedure for your group and you will have the ability to get your work done now let’s in fact enter into the procedure now is offered as an extension and it’s completely complimentary so when you get to the website you’ll get this option here which is contribute 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 on add to Chrome click ADD extension and your extension will be added fine 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 certain to sign.
into the very same Gmail that you have actually added the uh you know streak to now it will ask you for your gain access to and we’re gon na just scroll down and click allow after including this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting recently viewed 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 is like our new control panel for here I’ll have the ability to produce a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go produce a new pipeline let’s in fact do that you will click brand-new pipeline here and we have various choices first of all we have the stages so this is where you will pick these phases for your pipeline and you can in fact we have a lead contacted pitched demonstration negotiating close phone closed uh you understand then we have nurturing all right then we have Fields so in fields we have a date of last e-mail last email from lead Source concern market deal size company size close rate e-mail thread count days and state and notes so if you wish to add another phase you will click on this Plus on top and you will give your stage a name let’s state that you in fact wanted to produce another um you know phase here for instance let’s say I didn’t have no strings so I can develop right here.
and you can give it your color so we can really select various colors for each of the stages but I believe all of these are in fact already developed so this is actually quite excellent what I will do is I will actually get rid of this one and if you seem like there is um I believe 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 demo 2 what I’ll do is really let’s eliminate the demo here and then we have negotiating 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 want so you will click this plus here and we have free type a date check box fall General e-mail 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 opt for this one here this is the field that was in fact missing and I’ll really reorganize and put the notes here alright email thread count close date okay company’s size offer size and Company size fine let’s get rid of the company size and I’m gon na in fact discover something else within the general where we have created by date produced fans and more so I really want to opt for the created.
by or maybe the followers because I want to keep track of my employee that are really 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 alternatives offered within streak is in fact among the most convenient and one of the most uh you know flexible out there it’s extremely easy to use with templates we have jobs too within my job again if I didn’t wish to opt for these sales if I finished with jobs then I can choose the project phases right here and again the fields the process is going to be comparable you will pick these phases from here on this plus button here and you can likewise give it different different colors we likewise have organization Dev here you can see then we have hiring so if you do working with then this is going to be your stages task search financier fundraising others property assistance and customized So within our assistance you can see we have actually inbound designated working on solved and sound this is actually respectable and we likewise have custom-made where I can in fact start something from the scratch totally according to my business for me we simply have the sales so I’m gon na opt for the sales here and click develop 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 on develop now it will just take a 2nd for a street to develop a pipeline for me so you can see this really looks respectable now I will be able to include my Lead Series so you can in fact click this fall and we have handle stage 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 have the ability 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 section here and let’s simply call it new and click on go into so now you can see we have one lead created 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 brand-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 this way now you can see we have 2 leads then let’s state there was a contacted too there’s one negotiating so I’ll just simply click on brand-new now once you produce a lead we can actually click here and it will now open up the different fields that we included so this is a new Elite that I created and we have all of these various columns we have the fields that we developed keep in mind and then we have invite teammates so from here I can welcome the employee 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 upload files and then we have the remarks at the top here 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 when you’re done with this you can really click on go into 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 select different leads from here the stages and we can perform bulk actions such as deleting and sharing also uh one more thing with srix on top you will have the ability to see we have private option we have these three dots where we can discover these stages Integrations and automation this is among the essential ones click on this link and you’ll be able to in fact incorporate um other apps within yourr transfer information for notifications 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 information they very easily and develop our CSV files similarly now I can switch to my various folders that we have here and I can develop a new pipeline we can switch to our easy Gmail extremely quickly from here and it will likewise show me the emails that I will be getting for my pipelines that I have actually developed we will even have our merge e-mails now with our so this is the merge e-mail and with merge e-mail what occurs is I can actually create a follow-up e-mails and different storage e-mails here and we have active instructs so using is truly easy you can start totally free by just including the combination and now you understand how to use as a complete newbie do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me supply some context about my career and how it relates to. As a freelance journalist, I’ve worked with many clients, handled multiple projects simultaneously, and kept an extensive network of contacts. Juggling these duties can be overwhelming, and I acknowledged the need for a centralized system to enhance my operations.
In my quest for a service, I checked out different platforms but discovered them to be either too complicated or too pricey 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 effortlessly incorporates with Gmail, making it ideal for freelance reporters who greatly count on e-mail communication. Here are some crucial advantages of using for your freelance journalism employing process:.
Intuitive Email Tracking and Organization:.
allows you to track and organize your emails easily, offering you a clear summary of your interactions with clients, leads, and collaborators.
You can create customizable pipelines straight within your inbox, making it simple to handle and monitor the progress of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to picture and manage your sales process from lead generation to task conclusion.
You can classify contacts, produce custom stages, set suggestions, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Collaboration and Team Effort:.
helps with partnership by permitting you to share pipelines and interact with team members within the platform.
You can designate jobs, share essential emails, and work together in real-time, improving efficiency and making sure everyone stays on the very same page.
‘s versatile workflow system enables you to customize your pipelines and automate recurring tasks.
You can create templates for common e-mail reactions, schedule follow-ups, and set up reminders, conserving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, provides advantages in terms of coding and software application advancement. Here’s how:.
provides a robust API and comprehensive designer documents, making it easy to integrate with other tools and build custom-made solutions.
This flexibility permits freelance journalists with coding abilities to extend the functionality of and tailor it to their specific requirements.
Task Management for Software Development:.
‘s pipeline function can be adjusted to handle software application development tasks, from ideation to release.
You can develop custom-made stages for different development phases, designate tasks to employee, and track development effectively.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and user friendly functions, lessening the finding out curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collaborative features that improve team effort and interaction.
Developer-friendly API for integration and modification.
Economical option for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation functions.
Dependence on Gmail for full performance, restricting compatibility with other email providers.
Contrast with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more cost effective option, particularly for freelancers and small companies.
HubSpot has a complimentary version, however advanced features need a higher-tier paid membership.
Features and Intricacy:.
provides a more comprehensive suite of features, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, using a structured experience.
Both and integrate with numerous third-party tools.
‘s seamless combination with Gmail is useful for users greatly reliant on email communication.
As a freelance journalist, managing your hiring process and client relationships is paramount to your success. offers a inexpensive and intuitive service that flawlessly integrates with Gmail, allowing you to enhance your operations and focus on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a writer, content, or editor developer, can empower you to take control of your freelance journalism career by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.