As an experienced freelance journalist, I comprehend the obstacles of managing jobs, tracking leads, and nurturing customer relationships. In this post, I will delve into the benefits of using for freelance 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 invite back in this video I will be showing you how to use Streak Crm Migration Timeline for your consumer relations collaboration interaction and much more so let’s get into it first of all you require to go to streak.com and you will arrive on this website 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 in fact turn our Gmail into a platform which is actually amazing and I’ll show you how to do that as a total novice it will help you customize a best procedure for your group and you will have the ability to get your work done now let’s in fact enter into the process now is readily available as an extension and it’s entirely totally free so once you get to the site you’ll get this alternative here which is add 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 contribute to Chrome click ADD extension and your extension will be included all right 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 ensure to sign.
into the 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 simply scroll down and click on enable after adding this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting recently viewed all tracked e-mails and updated 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 combines so you can see this resembles our new dashboard for here I’ll have the ability to create a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go develop a brand-new pipeline let’s really do that you will click brand-new pipeline here and we have various options first of all we have the stages so this is where you will pick these phases for your pipeline and you can actually we have actually a lead called pitched demo working out close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last email last email from lead Source concern industry deal size business size close rate email thread count days and state and notes so if you want to include another stage you will click this Plus on top and you will offer your stage a name let’s say that you actually wanted to produce another um you know stage here for example let’s state I didn’t have no strings so I can develop right here.
and you can give it your color so we can in fact pick various colors for each of the stages however I think all of these are actually already produced so this is really quite excellent what I will do is I will in fact eliminate this one and if you seem like there is um I believe pitched and demonstration are sort of like the same thing we simply choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s eliminate the demo here and after that we have working out 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 complimentary form a date check box drop down General email email tracking job calls and meetings 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 go with this one here this is the field that was in fact missing and I’ll in fact reorganize and put the notes here alright email thread count close date fine company’s size offer size and Company size alright let’s eliminate the business size and I’m gon na actually discover something else within the basic where we have actually created by date developed followers and more so I really want to choose the developed.
by or maybe the followers due to the fact that I wish to keep an eye on my team members that are actually 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 lot of alternatives offered within streak is in fact among the most convenient and among the most uh you understand flexible out there it’s very easy to use with design templates we have tasks too within my project once again if I didn’t wish to opt for these sales if I finished with tasks then I can go with the job phases right here and once again the fields the procedure is going to be comparable you will select these phases from here on this plus button here and you can also provide it different different colors we likewise have company Dev here you can see then we have working with so if you do working with then this is going to be your phases job search investor fundraising others realty assistance and custom So within our support you can see we have actually incoming assigned working on solved and noise this is really respectable and we likewise have custom where I can in fact start something from the scratch absolutely according to my service for me we just have the sales so I’m gon na go with the sales here and click on develop personal or.
shared so I will be sharing this with a staff member so I’m going to opt for the shared one here and click on produce now it will simply take a second for a street to create a pipeline for me so you can see this actually looks pretty good now I will be able to include my Lead Series so you can really click on this fall and we have manage phase or rename so as I proceed as I add different leads here what I I will do is I’ll just simply 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 include a box in the lead section here and let’s simply call it new and click on enter so now you can see we have actually one lead developed let’s say that there is in fact 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 2 we can in fact 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 two leads then let’s state there was a called too there’s one working out so I’ll just simply click new now once you create a lead we can in fact click on this link and it will now open the various 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 created remember and then we have welcome colleagues so from here I can welcome the employee we have include columns we have emails files and comments you can switch to the e-mails and it will reveal you the e-mails that you got in files we can even publish files and after that we have the remarks at the top here once again we have the call log we have our meeting notes and we even have our.
accessories so this is how you produce a lead within your as soon as you’re finished with this you can in fact click on go into 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 contacted and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can perform bulk actions such as erasing and sharing also uh another thing with srix at the top you will be able to see we have personal alternative we have these 3 dots where we can discover these stages Combinations and automation this is among the essential ones click on this link and you’ll have the ability to really integrate um other apps within yourr transfer data for notifications for automations custom-made constructs and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they extremely easily and create our CSV files similarly now I can change to my different folders that we have here and I can create a brand-new pipeline we can change to our basic Gmail really quickly from here and it will also reveal me the emails that I will be receiving for my pipelines that I have created we will even have our merge e-mails now with our so this is the merge email and with merge e-mail what takes place is I can in fact develop a follow-up emails and various storage e-mails here and we have active advises so using is truly easy you can get going totally free by just adding the combination and now you know how to utilize as a total 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 relates to. As a self-employed reporter, I’ve dealt with numerous clients, handled multiple jobs all at once, and kept a comprehensive network of contacts. Balancing these duties can be frustrating, and I acknowledged the requirement for a centralized system to enhance my operations.
In my mission for an option, I explored numerous platforms but discovered 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.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly integrates with Gmail, making it perfect for self-employed journalists who greatly rely on email communication. Here are some key advantages of using for your freelance journalism working with procedure:.
User-friendly Email Tracking and Company:.
enables you to track and arrange your e-mails easily, offering you a clear overview of your interactions with customers, leads, and partners.
You can develop adjustable pipelines straight within your inbox, making it simple to keep an eye on the development and manage of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to imagine and manage your sales process from list building to job conclusion.
You can categorize contacts, create customized stages, set reminders, and track interactions, making sure that no chance slips through the cracks.
Smooth Collaboration and Teamwork:.
assists in cooperation by enabling you to share pipelines and communicate with employee within the platform.
You can assign tasks, share important e-mails, and work together in real-time, enhancing efficiency and making sure everybody stays on the exact same page.
‘s versatile workflow system enables you to customize your pipelines and automate repeated jobs.
You can develop templates for typical e-mail actions, schedule follow-ups, and established reminders, conserving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in independent journalism, provides advantages in regards to coding and software application development. Here’s how:.
supplies a robust API and substantial developer documentation, making it easy to integrate with other tools and develop custom-made solutions.
This flexibility permits freelance reporters with coding abilities to extend the functionality of and customize it to their specific requirements.
Project Management for Software Application Advancement:.
‘s pipeline function can be adapted to manage software development projects, from ideation to release.
You can develop customized phases for different advancement stages, assign jobs to staff member, and track progress effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and easy-to-use features, decreasing the finding out curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collaborative functions that improve team effort and communication.
Developer-friendly API for combination and customization.
Cost-efficient service for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation features.
Reliance on Gmail for complete functionality, limiting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
provides a more budget friendly solution, particularly for freelancers and small companies.
HubSpot has a free version, but advanced features require a higher-tier paid subscription.
Functions and Intricacy:.
provides a more comprehensive suite of functions, consisting of advanced marketing automation and analytics.
focuses on simpleness and ease of use, offering a structured experience.
Both and integrate with various third-party tools.
‘s seamless integration with Gmail is helpful for users heavily reliant on email interaction.
As an independent reporter, managing your hiring procedure and client relationships is critical to your success. offers a instinctive and budget-friendly solution that perfectly incorporates with Gmail, enabling you to streamline your operations and focus on your craft. While it might not have the innovative functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a content, author, or editor creator, can empower you to take control of your freelance journalism profession by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.