As a skilled freelance journalist, I understand the obstacles of managing tasks, tracking leads, and nurturing client relationships. In this post, I will dig 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 newbies hey people invite back in this video I will be showing you how to use Streak Crm Change Email for your consumer relations cooperation interaction and far more so let’s get into it firstly you require to go to streak.com and you will arrive at 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 Hub and we can in fact turn our Gmail into a platform which is actually incredible and I’ll show you how to do that as a complete newbie it will assist you customize an ideal procedure for your group and you will have the ability to get your work done now let’s really enter into the procedure now is readily available as an extension and it’s completely complimentary so once 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 added alright it’s done and now it is adding 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 simply sign in ensure to sign.
into the same Gmail that you have actually 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 enable after adding this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting recently seen all tracked e-mails and upgraded reply and after that we have this brand-new choice 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 resembles our brand-new dashboard for here I’ll be able to create a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go develop a new pipeline let’s in fact do that you will click brand-new pipeline here and we have various alternatives to start with we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have actually a lead called pitched demonstration negotiating 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 email last e-mail from lead Source top priority industry offer size company size close rate email thread count days and state and keeps in mind so if you wish to include another stage you will click this Plus at the top and you will offer your phase a name let’s state that you really wanted to produce another um you know stage here for instance let’s say I didn’t have no strings so I can develop right here.
and you can provide it your color so we can actually select various colors for each of the stages but I believe all of these are in fact already created so this is actually quite impressive 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 demo are kind of like the very same thing we simply go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s get rid of the demo here and after that we have working out 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 various fields that you desire so you will click on this plus here and we have totally free form a date check box fall General email e-mail tracking task calls and conferences 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 go with this one here this is the field that was really missing out on and I’ll actually rearrange and put the notes here alright email thread count close date all right company’s size deal size and Business size all right let’s get rid of the company size and I’m gon na really find something else within the general where we have produced by date produced followers and more so I in fact wish to choose the created.
by or maybe the followers because I want to keep an eye on my staff member 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 desired for my pipeline now you can see there are a great deal of options available within streak is in fact one of the most convenient and one of the most uh you understand versatile out there it’s extremely easy to use with templates we have jobs too within my task again if I didn’t want to opt for these sales if I made with projects then I can go with the task phases right here and once again the fields the procedure is going to be comparable you will choose these phases from here on this plus button here and you can likewise give it various various colors we also have organization Dev here you can see then we have hiring so if you do employing then this is going to be your phases task search financier fundraising others property assistance and custom So within our assistance you can see we have actually incoming assigned working on resolved and sound this is really respectable and we likewise have custom where I can really start something from the scratch absolutely according to my organization for me we simply have the sales so I’m gon na opt for the sales here and click develop 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 develop now it will simply take a 2nd for a street to produce a pipeline for me so you can see this in fact looks respectable now I will have the ability to add my Lead Series so you can really click on 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 add a box so click ADD box here and I’m going to add a box in the lead section here and let’s just call it brand-new and click on go into so now you can see we have one lead created 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 brand-new I’m going to include another lead let’s call it brand-new 2 we can actually open this up in a new tab from here too but I’m just for now I’m simply gon na work by doing this now you can see we have two leads then let’s state there was a gotten in touch with as well there’s one working out so I’ll just merely click brand-new now as soon as you produce a lead we can in fact click here and it will now open the various fields that we added so this is a new Elite that I produced and we have all of these various columns we have the fields that we created remember and then we have welcome colleagues so from here I can invite the team members we have include columns we have emails files and comments you can switch to the emails and it will reveal you the e-mails that you got in files we can even upload files and after that 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 produce a lead within your once you’re done with this you can really click go into and it will be closed now it will reveal 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 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 deleting and sharing as well uh another thing with srix at the top you will be able to see we have private option we have these three dots where we can discover these stages Integrations and automation this is one of the essential ones click on this link and you’ll have the ability to actually incorporate um other apps within yourr transfer information for notifications for automations customized constructs and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they very quickly and produce our CSV files similarly now I can switch to my different folders that we have here and I can develop a brand-new pipeline we can change to our simple Gmail very easily from here and it will likewise show me the emails 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 e-mail what happens is I can really create a follow-up e-mails and various storage emails here and we have active advises so using is really simple you can start totally free by simply adding the integration and now you know how to use as a total beginner don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me supply some context about my career and how it associates with. As an independent journalist, I have actually worked with numerous clients, managed multiple tasks simultaneously, and preserved an extensive network of contacts. Balancing these responsibilities can be overwhelming, and I acknowledged the requirement for a centralized system to streamline my operations.
In my quest for an option, I explored various platforms however found them to be either too complicated or too costly for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly integrates with Gmail, making it perfect for self-employed reporters who greatly rely on e-mail interaction. Here are some essential advantages of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Company:.
permits you to track and arrange your emails easily, providing you a clear introduction of your interactions with customers, leads, and partners.
You can produce adjustable pipelines straight within your inbox, making it simple to keep track of the progress and handle of your projects and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and handle your sales process from lead generation to task completion.
You can classify contacts, develop custom stages, set reminders, and track interactions, guaranteeing that no opportunity slips through the fractures.
Smooth Cooperation and Teamwork:.
facilitates collaboration by permitting you to share pipelines and interact with staff member within the platform.
You can designate tasks, share crucial e-mails, and collaborate in real-time, boosting performance and ensuring everybody remains on the very same page.
‘s versatile workflow system allows you to tailor your pipelines and automate recurring tasks.
You can develop design templates for typical email actions, schedule follow-ups, and set up tips, conserving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in independent journalism, offers advantages in regards to coding and software advancement. Here’s how:.
offers a robust API and comprehensive designer documents, making it easy to integrate with other tools and construct custom solutions.
This flexibility allows independent journalists with coding abilities to extend the functionality of and tailor it to their particular requirements.
Project Management for Software Development:.
‘s pipeline function can be adjusted to manage software development jobs, from ideation to release.
You can produce custom-made phases for various development phases, assign tasks to staff member, and track development effectively.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
User-friendly interface and user friendly features, decreasing the learning curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collective features that improve teamwork and interaction.
Developer-friendly API for combination and customization.
Cost-efficient option for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation functions.
Dependence on Gmail for complete performance, limiting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While deals significant benefits for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more cost effective solution, especially for freelancers and small companies.
HubSpot has a totally free variation, however advanced functions require a higher-tier paid subscription.
Features and Complexity:.
provides a more extensive suite of features, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, offering a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s seamless combination with Gmail is useful for users heavily reliant on e-mail communication.
As a freelance reporter, managing your hiring procedure and client relationships is critical to your success. offers a budget-friendly and instinctive option that seamlessly integrates with Gmail, enabling you to simplify your operations and focus on your craft. While it may not have the advanced features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a writer, editor, or material developer, can empower you to take control of your freelance journalism profession by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.