As an experienced freelance journalist, I comprehend the challenges of handling tasks, tracking leads, and nurturing client relationships. In this article, I will dig into the benefits of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for novices hey guys welcome back in this video I will be showing you how to use Streak Crm Mobile for your consumer relations cooperation communication and far more so let’s enter it firstly you require to go to streak.com and you will land on this site right here now is a kind of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is truly fantastic and I’ll show you how to do that as a total newbie it will assist you personalize a best process for your group and you will have the ability to get your work done now let’s actually enter into the procedure now is offered as an extension and it’s entirely free so when you get to the website you’ll get this alternative 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 add 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 simply sign in make certain to sign.
into the very same Gmail that you have included the uh you understand streak to now it will ask you for your gain access to 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 easy you know folders we are getting recently seen all tracked emails 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 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 employing so this is where we’ll go develop a new pipeline let’s actually do that you will click on new pipeline here and we have different alternatives firstly we have the stages so this is where you will select these phases for your pipeline and you can really we have actually a lead contacted 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 e-mail from lead Source concern market deal size business size close rate e-mail thread count days and state and keeps in mind so if you wish to add another phase you will click on this Plus on top and you will provide your stage a name let’s state that you in fact wanted to develop 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 provide it your color so we can really choose different colors for each of the stages however I think all of these are actually currently created so this is actually quite impressive what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demo are type of like the very same thing we just opt for the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s eliminate the demo here and then 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 various fields that you desire so you will click this plus here and we have totally free form a date check box drop down General email e-mail tracking job 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 in fact missing out on and I’ll in fact reorganize and put the notes here alright email thread count close date alright business’s size deal size and Company size all right let’s eliminate the business size and I’m gon na really find something else within the general where we have actually created by date produced fans and more so I in fact wish to go for the produced.
by or maybe the fans due to the fact that I want to monitor my team members that are actually 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 alternatives available within streak is in fact one of the easiest and one of the most uh you know versatile out there it’s really easy to use with design templates we have projects too within my project once again if I didn’t want to choose these sales if I made with projects then I can go with the project stages right here and again the fields the process is going to be comparable you will choose these stages from here on this plus button here and you can also provide it different various colors we also have company Dev here you can see then we have hiring so if you do hiring then this is going to be your phases job search financier fundraising others realty assistance and custom-made So within our assistance you can see we have actually inbound assigned dealing with dealt with and noise this is actually pretty good and we also have customized where I can really start something from the scratch completely according to my company for me we just have the sales so I’m gon na choose the sales here and click produce private or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click produce now it will just take a second 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 handle phase or rename so as I continue as I add different leads here what I I will do is I’ll just merely click and I’ll be able to add it click on the top here add a box so click ADD box here and I’m going to include a box in the lead section here and let’s simply call it brand-new and click on go into so now you can see we have actually one lead developed 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 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 in this manner now you can see we have 2 leads then let’s say there was a gotten in touch with also there’s one working out so I’ll just simply click on brand-new now once you create a lead we can really click on this link and it will now open up the different fields that we included so this is a new Elite that I produced and we have all of these various columns we have the fields that we created keep in mind and after that we have welcome colleagues so from here I can welcome the employee we have include columns we have emails files and comments you can change to the e-mails and it will reveal you the emails that you got in files we can even upload files and then 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 create a lead within your once you’re finished with this you can actually 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 called 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 erasing and sharing also uh another thing with srix on top you will be able to see we have private option we have these three 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 really incorporate um other apps within yourr transfer data for notifications for automations custom constructs and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and create our CSV files similarly now I can switch to my different folders that we have here and I can create a brand-new pipeline we can switch to our simple Gmail extremely quickly from here and it will likewise show me the emails that I will be getting for my pipelines that I have actually produced we will even have our merge e-mails now with our so this is the combine email and with combine e-mail what happens is I can really develop a follow-up emails and various storage e-mails here and we have active instructs so utilizing is truly simple you can begin totally free by simply adding the integration and now you know how to use as a complete newbie don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me supply some context about my career and how it relates to. As a self-employed journalist, I’ve worked with numerous customers, handled several tasks at the same time, and kept a substantial network of contacts. Balancing these responsibilities can be frustrating, and I recognized the requirement for a central system to streamline my operations.
In my mission for a service, I explored numerous platforms however found them to be either too complicated or too expensive for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly integrates with Gmail, making it ideal for independent reporters who heavily count on e-mail interaction. Here are some essential benefits of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Organization:.
permits you to track and organize your emails easily, giving you a clear overview of your interactions with customers, leads, and collaborators.
You can create customizable pipelines directly within your inbox, making it easy to monitor the progress and handle of your assignments and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to envision and handle your sales procedure from lead generation to job conclusion.
You can classify contacts, develop custom stages, set reminders, and track interactions, ensuring that no chance slips through the fractures.
Seamless Partnership and Teamwork:.
helps with collaboration by permitting you to share pipelines and interact with team members within the platform.
You can assign tasks, share crucial e-mails, and work together in real-time, boosting efficiency and ensuring everybody remains on the exact same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repeated jobs.
You can create templates for typical email responses, schedule follow-ups, and set up reminders, saving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, offers benefits in terms of coding and software advancement. Here’s how:.
supplies a robust API and extensive developer documents, making it simple to integrate with other tools and construct customized options.
This flexibility enables self-employed reporters with coding abilities to extend the performance of and tailor it to their particular needs.
Task Management for Software Application Advancement:.
‘s pipeline function can be adapted to manage software advancement jobs, from ideation to implementation.
You can develop custom stages for various advancement stages, designate jobs to employee, and track progress efficiently.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly user interface and user friendly functions, decreasing the discovering curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collaborative features that boost team effort and communication.
Developer-friendly API for combination and customization.
Cost-effective option for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation functions.
Dependence on Gmail for full functionality, limiting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more budget-friendly option, especially for freelancers and small businesses.
HubSpot has a complimentary variation, however advanced functions need a higher-tier paid subscription.
Features and Complexity:.
provides a more extensive suite of features, consisting of sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, offering a structured experience.
Both and incorporate with different third-party tools.
‘s seamless combination with Gmail is useful for users greatly reliant on email communication.
As an independent journalist, handling your hiring process and client relationships is vital to your success. offers a budget friendly and intuitive option that effortlessly integrates with Gmail, allowing you to streamline your operations and focus 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 a material, editor, or writer developer, can empower you to take control of your freelance journalism profession by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.