As an experienced freelance journalist, I comprehend the challenges of handling projects, tracking leads, and supporting customer relationships. In this post, I will dive into the advantages of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for newbies hey people welcome back in this video I will be revealing you how to utilize Streak Crm Crunchbase for your client relations partnership communication and far more so let’s enter into it to start with you need to go to streak.com and you will arrive on this site right here now is a type of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is really remarkable and I’ll show you how to do that as a complete beginner it will assist you customize a best process for your team and you will be able to get your work done now let’s actually enter into the procedure now is available as an extension and it’s completely free so as soon as you get to the site you’ll get this option here which is contribute 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 ADD extension and your extension will be included alright 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 exact same Gmail that you have added the uh you know streak to now it will ask you for your access and we’re gon na just scroll down and click on enable after adding this is what your Gmail will look like now you can see here in our simple you understand folders we are getting just recently viewed all tracked e-mails and upgraded reply and after that we have this brand-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 merges so you can see this resembles our new dashboard for here I’ll be able to produce a brand-new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go develop a brand-new pipeline let’s in fact do that you will click on new pipeline here and we have different options first of all we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have a lead called pitched demonstration working out close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last email last e-mail from lead Source priority industry deal size business size close rate email thread count days and state and notes so if you wish to add another stage you will click on this Plus at the top and you will provide your stage a name let’s say that you in fact wished to produce another um you understand stage here for instance let’s say I didn’t have no strings so I can create right here.
and you can offer it your color so we can in fact select various colors for each of the stages however I think all of these are actually currently created so this is actually pretty 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 demonstration are sort of like the 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 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 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 do not 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 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 email thread count close date alright company’s size offer size and Company size all right let’s eliminate the business size and I’m gon na really discover something else within the basic where we have developed by date created followers and more so I really want to opt for the developed.
by or maybe the fans since I want to keep track of my staff member that are in fact following this so I will you know put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a lot of choices offered within streak is really one of the simplest and one of the most uh you understand flexible out there it’s extremely easy to use with templates we have projects too within my task once again if I didn’t want to go for these sales if I finished with jobs then I can choose the job phases right here and once 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 likewise offer it different various colors we likewise have service Dev here you can see then we have working with so if you do employing then this is going to be your phases job search financier fundraising others property assistance and custom So within our support you can see we have actually incoming assigned working on fixed and noise this is actually respectable and we also have customized where I can in fact start something from the scratch absolutely according to my company for me we merely have the sales so I’m gon na opt for the sales here and click on develop private or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click on produce 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 include my Lead Series so you can actually click this drop down and we have manage phase or relabel so as I proceed as I include various leads here what I I will do is I’ll just simply click and I’ll have the ability to add 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 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 brand-new I’m going to add another lead let’s call it new 2 we can actually open this up in a new tab from here too however I’m just for now I’m just gon na work in this manner now you can see we have 2 leads then let’s say there was a called too there’s one negotiating so I’ll just merely click brand-new now once you produce a lead we can in fact click here and it will now open the different fields that we included so this is a brand-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 welcome teammates so from here I can invite the team members we have add columns we have emails files and remarks you can change to the emails and it will reveal you the emails that you got in files we can even submit 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 develop a lead within your when you’re made with this you can really click 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 gotten in touch with and something like this and this is where you will be getting your list we can select various leads from here the stages and we can perform bulk actions such as deleting and sharing as well uh another thing with srix on top you will be able to see we have personal alternative we have these 3 dots where we can find these stages Integrations and automation this is one of the important ones click on this link and you’ll be able to in fact incorporate um other apps within yourr transfer data for notifications for automations custom-made builds and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they very quickly and produce our CSV files likewise now I can switch to my different folders that we have here and I can produce a brand-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 email what takes place is I can in fact develop a follow-up e-mails and various storage emails here and we have active instructs so using is actually simple you can get started free of charge by just including the combination and now you understand how to utilize as a total beginner don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me provide some context about my career and how it associates with. As a self-employed reporter, I have actually dealt with many customers, managed multiple tasks simultaneously, and kept a substantial network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the requirement for a central system to improve my operations.
In my mission for a solution, I explored numerous platforms however found them to be either too intricate or too costly for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly incorporates with Gmail, making it ideal for independent journalists who heavily rely on email interaction. Here are some crucial benefits of using for your freelance journalism employing process:.
Instinctive Email Tracking and Organization:.
permits you to track and arrange your emails easily, giving you a clear introduction of your interactions with clients, leads, and collaborators.
You can create adjustable pipelines directly within your inbox, making it simple to handle and monitor the development of your projects and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to imagine and manage your sales process from lead generation to job conclusion.
You can categorize contacts, develop custom stages, set reminders, and track interactions, ensuring that no chance slips through the fractures.
Seamless Collaboration and Team Effort:.
helps with collaboration by permitting you to share pipelines and communicate with staff member within the platform.
You can assign tasks, share essential e-mails, and collaborate in real-time, enhancing productivity and ensuring everybody stays on the very same page.
‘s versatile workflow system enables you to personalize your pipelines and automate recurring jobs.
You can create design templates for common email responses, schedule follow-ups, and established suggestions, saving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, uses benefits in regards to coding and software application development. Here’s how:.
provides a robust API and comprehensive developer documentation, making it easy to incorporate with other tools and construct customized solutions.
This flexibility permits self-employed journalists with coding skills to extend the performance of and customize it to their particular requirements.
Project Management for Software Development:.
‘s pipeline function can be adapted to manage software advancement jobs, from ideation to implementation.
You can develop custom phases for various development phases, assign jobs to employee, and track progress efficiently.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly user interface and user friendly functions, lessening the finding out curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collective functions that enhance teamwork and communication.
Developer-friendly API for combination and modification.
Cost-efficient service for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for full performance, restricting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more economical option, particularly for freelancers and small companies.
HubSpot has a totally free variation, but advanced functions require a higher-tier paid subscription.
Features and Intricacy:.
offers a more thorough suite of features, including sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, offering a structured experience.
Both and incorporate with numerous third-party tools.
‘s seamless integration with Gmail is useful for users greatly reliant on e-mail communication.
As a freelance journalist, handling your hiring procedure and customer relationships is paramount to your success. offers a instinctive and economical solution that perfectly integrates with Gmail, enabling you to enhance your operations and focus on your craft. While it may 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 a writer, material, or editor creator, can empower you to take control of your freelance journalism career by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.