As an experienced freelance reporter, I understand the difficulties of handling jobs, tracking leads, and nurturing customer relationships. In this article, I will dig into the advantages of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey men invite back in this video I will be showing you how to use Streak Crm Analytics for your customer relations cooperation interaction and much more so let’s enter into it first off you need to go to streak.com and you will arrive at this website 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 in fact turn our Gmail into a platform which is actually incredible and I’ll reveal you how to do that as a complete novice it will help you personalize a perfect process for your team and you will be able to get your work done now let’s in fact get into the process now is readily available as an extension and it’s entirely totally free so as soon as you get to the website you’ll get this option here which is contribute 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 ADD extension and your extension will be included fine it’s done and now it is contributing to Gmail and it will take me straight 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 check in make certain to sign.
into the same Gmail that you have actually included 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 allow after including this is what your Gmail will appear like now you can see here in our basic you know folders we are getting recently seen all tracked e-mails and updated reply and after that we have this new alternative 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 dashboard for here I’ll be able to create a new pipeline we have our sales orders sales once again we have our Sports and employing 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 select these stages for your pipeline and you can in fact we have actually a lead contacted pitched demonstration working out close phone closed uh you know then we have nurturing all right then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern market offer size company size close rate email thread count days and state and notes so if you want to add another phase you will click on this Plus at the top and you will give your stage a name let’s say that you in fact wished to develop another um you know stage here for example let’s say I didn’t have no strings so I can develop right here.
and you can offer it your color so we can really select various colors for each of the stages but I think all of these are really currently created so this is in fact quite impressive what I will do is I will in fact get rid of this one and if you feel like there is um I believe pitched and demo are kind of like the very same thing we just opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s get rid of the demo here and after that we have negotiating with negotiating I can opt for 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 want so you will click on this plus here and we have free kind a date check box drop down General e-mail email tracking job calls and conferences 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 actually missing and I’ll actually rearrange and put the notes here fine email thread count close date fine business’s size offer size and Company size all right let’s get rid of the business size and I’m gon na actually find something else within the basic where we have actually produced by date produced followers and more so I in fact want to go for the developed.
by or perhaps the followers because I want to keep an eye on my team members 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 actually 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 tasks too within my project once again if I didn’t want to go for these sales if I finished with jobs then I can go with the job phases right here and again the fields the process is going to be comparable you will select these stages from here on this plus button here and you can also provide it different different colors we also have business Dev here you can see then we have hiring so if you do working with then this is going to be your phases job search financier fundraising others property support and custom So within our support you can see we have actually inbound appointed dealing with dealt with and sound this is actually pretty good and we likewise have customized where I can really start something from the scratch absolutely according to my company for me we just have the sales so I’m gon na choose the sales here and click create 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 on create now it will just take a second for a street to create a pipeline for me so you can see this in fact looks pretty good now I will be able to add my Lead Series so you can in fact click this fall and we have handle phase or rename so as I continue as I include various leads here what I I will do is I’ll just simply click and I’ll be able 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 section here and let’s simply call it new and click 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 new I’m going to include another lead let’s call it new 2 we can actually open this up in a brand-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 say there was a called as well there’s one working out so I’ll just merely click on new now as soon as you create a lead we can actually click on this link and it will now open up the various fields that we added so this is a brand-new Elite that I developed and we have all of these different columns we have the fields that we produced keep in mind and after that we have welcome teammates so from here I can welcome the staff member we have add columns we have e-mails files and comments you can change to the emails and it will reveal you the emails that you got in files we can even publish files and after that we have the comments at the top here 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 finished with this you can really click enter and it will be closed now it will show 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 gotten in touch with and something like this and this is where you will be getting your list we can choose various leads from here the stages and we can perform bulk actions such as erasing and sharing too uh another thing with srix on top you will be able to see we have private alternative we have these three dots where we can find these phases Integrations and automation this is among the crucial ones click on this link and you’ll be able to in fact integrate um other apps within yourr transfer information for notifications for automations customized builds and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export information they extremely easily and create our CSV files likewise now I can change to my various folders that we have here and I can produce a new pipeline we can switch to our simple Gmail extremely quickly from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our merge emails now with our so this is the combine e-mail and with combine e-mail what happens is I can really develop a follow-up emails and different storage emails here and we have active instructs so utilizing is really simple you can start free of charge by just adding the integration and now you understand how to use as a complete beginner don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me provide some context about my profession and how it associates with. As a self-employed reporter, I’ve worked with various clients, managed several jobs simultaneously, and kept a substantial network of contacts. Juggling these responsibilities can be frustrating, and I recognized the requirement for a central system to simplify my operations.
In my quest for a solution, I checked out numerous platforms however found them to be either too complicated or too pricey for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly incorporates with Gmail, making it perfect for freelance journalists who heavily count on e-mail communication. Here are some key benefits of using for your freelance journalism employing process:.
Instinctive Email Tracking and Organization:.
permits you to track and arrange your emails effortlessly, offering you a clear overview of your interactions with clients, leads, and partners.
You can develop adjustable pipelines directly within your inbox, making it simple to keep an eye on the development and handle of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and handle your sales procedure from lead generation to project completion.
You can classify contacts, develop custom stages, set pointers, and track interactions, ensuring that no chance slips through the cracks.
Smooth Partnership and Teamwork:.
assists in partnership by enabling you to share pipelines and communicate with team members within the platform.
You can appoint jobs, share crucial e-mails, and team up in real-time, boosting performance and ensuring everyone remains on the very same page.
‘s versatile workflow system enables you to customize your pipelines and automate repetitive jobs.
You can produce templates for typical email actions, schedule follow-ups, and set up pointers, conserving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, uses benefits in regards to coding and software application advancement. Here’s how:.
provides a robust API and extensive designer documentation, making it easy to incorporate with other tools and construct custom-made options.
This flexibility permits freelance journalists with coding abilities to extend the performance of and tailor it to their specific requirements.
Job Management for Software Application Development:.
‘s pipeline feature can be adapted to handle software application development projects, from ideation to implementation.
You can produce customized phases for different development stages, assign tasks to employee, and track development efficiently.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and easy-to-use functions, decreasing the discovering curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collective functions that enhance team effort and communication.
Developer-friendly API for combination and customization.
Economical service for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for full performance, limiting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
offers a more economical solution, specifically for freelancers and small businesses.
HubSpot has a totally free variation, but advanced features need a higher-tier paid subscription.
Features and Complexity:.
provides a more comprehensive suite of functions, consisting of innovative marketing automation and analytics.
focuses on simplicity and ease of use, offering a streamlined experience.
Both and integrate with different third-party tools.
‘s smooth combination with Gmail is beneficial for users greatly reliant on email communication.
As a freelance reporter, handling your hiring procedure and customer relationships is vital to your success. offers a budget friendly and instinctive solution that perfectly integrates with Gmail, enabling you to improve your operations and concentrate on your craft. While it may not have the advanced features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re an editor, material, or writer developer, can empower you to take control of your freelance journalism profession by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.