As an experienced freelance journalist, I comprehend the challenges of handling tasks, tracking leads, and nurturing customer relationships. In this post, I will delve into the advantages of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for newbies hey people welcome back in this video I will be revealing you how to use Streak Crm Inventory for your consumer relations collaboration communication and much more so let’s enter it first of all you require to go to streak.com and you will arrive on this website right here now is a type of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub 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 complete novice it will help you tailor a perfect process for your group and you will have the ability to get your work done now let’s actually get into the process now is offered as an extension and it’s entirely free so when you get to the site you’ll get this alternative here which is add 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 included all right 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 simply sign in ensure 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 access and we’re gon na merely scroll down and click 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 option 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 have the ability to create a brand-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 brand-new pipeline let’s actually do that you will click on brand-new pipeline here and we have various choices to start with we have the stages so this is where you will choose these stages for your pipeline and you can actually we have actually a lead called pitched demo negotiating close phone closed uh you know then we have supporting all right then we have Fields so in fields we have a date of last email last email from lead Source priority industry deal size business size close rate e-mail thread count days and state and keeps in mind so if you want to add another stage you will click this Plus on top and you will provide your stage a name let’s state that you actually wanted to develop another um you know phase here for instance let’s state I didn’t have no strings so I can produce right here.
and you can offer it your color so we can really choose different colors for each of the stages however I think all of these are really already produced so this is in fact quite remarkable what I will do is I will actually eliminate this one and if you seem like there is um I think pitched and demonstration 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 demonstration 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 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 this plus here and we have complimentary kind a date check box drop down General e-mail e-mail tracking task calls and meetings 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 go with this one here this is the field that was actually missing out on and I’ll in fact reorganize and put the notes here alright email thread count close date fine business’s size offer size and Business size fine let’s get rid of the company size and I’m gon na actually discover something else within the general where we have actually produced by date developed followers and more so I really wish to go for the produced.
by or possibly the followers because I wish to keep track of my team members that are really following this so I will you understand 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 choices readily available within streak is actually among the most convenient and among the most uh you know versatile out there it’s extremely easy to use with design templates we have tasks too within my job once again if I didn’t want to opt for these sales if I did with projects then I can choose the project stages right here and again the fields the procedure is going to be similar you will select these phases from here on this plus button here and you can also provide it various different colors we also have company Dev here you can see then we have employing so if you do hiring then this is going to be your phases job search investor fundraising others real estate support and customized So within our assistance you can see we have actually incoming assigned working on dealt with and noise this is actually respectable and we also have customized where I can in fact start something from the scratch completely according to my business for me we just have the sales so I’m gon na choose the sales here and click on produce private or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click on produce now it will just take a second for a street to produce a pipeline for me so you can see this really looks pretty good now I will have the ability to include my Lead Series so you can really click this fall and we have handle stage or relabel so as I proceed as I include different 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 just call it new and click go into so now you can see we have one lead produced let’s state 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 add another lead let’s call it brand-new two we can in fact open this up in a new tab from here too but I’m just for now I’m just gon na work by doing this now you can see we have 2 leads then let’s say there was a gotten in touch with too there’s one negotiating so I’ll just merely click new now as soon as you develop a lead we can actually click on this link and it will now open the different fields that we included so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we produced keep in mind and then we have welcome colleagues so from here I can welcome the team members we have add 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 publish files and then we have the comments at the top here 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 made with this you can actually click go into and it will be closed now it will show you something like this we have all of our information collected 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 pick different leads from here the stages and we can carry out bulk actions such as erasing and sharing also uh another thing with srix on top you will have the ability to see we have private choice we have these three dots where we can find these phases Combinations and automation this is one of the crucial ones click on this link and you’ll have the ability to actually integrate um other apps within yourr transfer information for notices for automations custom-made constructs 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 switch to my different folders that we have here and I can produce a brand-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 receiving for my pipelines that I have actually developed we will even have our combine emails now with our so this is the merge e-mail and with merge e-mail what happens is I can really create a follow-up emails and different storage emails here and we have active advises so using is truly simple you can start free of charge by just including the integration and now you know how to utilize as a complete newbie don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me offer some context about my career and how it connects to. As a freelance reporter, I have actually dealt with various customers, handled numerous projects simultaneously, and kept a comprehensive network of contacts. Juggling these obligations can be overwhelming, and I recognized the need for a centralized system to simplify my operations.
In my mission for a service, I explored various platforms but discovered them to be either too intricate or too expensive for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly integrates with Gmail, making it perfect for freelance journalists who greatly rely on e-mail communication. Here are some key advantages of using for your freelance journalism working with process:.
User-friendly Email Tracking and Organization:.
allows you to track and organize your e-mails effortlessly, providing you a clear introduction of your communications with customers, leads, and collaborators.
You can produce customizable pipelines straight within your inbox, making it easy to keep track of the progress and handle of your assignments and projects.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to envision and manage your sales procedure from lead generation to project completion.
You can classify contacts, develop custom phases, set tips, and track interactions, ensuring that no chance slips through the cracks.
Smooth Partnership and Teamwork:.
helps with cooperation by allowing you to share pipelines and communicate with employee within the platform.
You can assign jobs, share crucial emails, and team up in real-time, improving productivity and ensuring everybody stays on the same page.
‘s versatile workflow system enables you to customize your pipelines and automate recurring jobs.
You can create design templates for typical email actions, schedule follow-ups, and set up pointers, saving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in independent journalism, offers advantages in terms of coding and software advancement. Here’s how:.
supplies a robust API and substantial designer paperwork, making it simple to incorporate with other tools and build customized services.
This versatility enables freelance journalists with coding abilities to extend the functionality of and tailor it to their particular requirements.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adapted to manage software advancement projects, from ideation to deployment.
You can create custom stages for various development phases, designate tasks to team members, and track progress efficiently.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive user interface and easy-to-use features, minimizing the learning curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collaborative functions that improve team effort and interaction.
Developer-friendly API for integration and personalization.
Cost-efficient option for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation functions.
Dependence on Gmail for complete functionality, limiting compatibility with other email companies.
Comparison with HubSpot CRM:.
While deals substantial advantages for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more economical option, specifically for freelancers and small businesses.
HubSpot has a free variation, but advanced functions require a higher-tier paid subscription.
Features and Complexity:.
supplies a more comprehensive suite of functions, including advanced marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Both and integrate with numerous third-party tools.
‘s smooth combination with Gmail is advantageous for users heavily reliant on e-mail interaction.
As an independent reporter, managing your hiring procedure and customer relationships is paramount to your success. offers a cost effective and intuitive service that flawlessly integrates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it may not have the advanced features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a author, material, or editor creator, can empower you to take control of your freelance journalism career by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.