As an experienced freelance reporter, I understand the challenges of managing jobs, tracking leads, and nurturing customer relationships. In this short article, I will dive into the advantages of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for novices hey men invite back in this video I will be revealing you how to use Streak Crm Overview for your customer relations cooperation interaction and far more so let’s enter it firstly you need to go to streak.com and you will land on this website right here now is a sort of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub 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 novice it will help you customize a best process for your team and you will be able to get your work done now let’s in fact enter into the procedure now is offered as an extension and it’s totally totally free so when you get to the site you’ll get this choice here which is contribute 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 add 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 merely sign in make certain 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 just scroll down and click on permit 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 viewed all tracked e-mails and updated reply and after that we have this 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 merges so you can see this resembles our brand-new dashboard for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go create a new pipeline let’s in fact do that you will click new pipeline here and we have different choices first of all we have the stages so this is where you will select these stages for your pipeline and you can actually we have a lead called pitched demo working out close phone closed uh you understand then we have nurturing alright then we have Fields so in fields we have a date of last email last email from lead Source top priority market offer size business size close rate e-mail thread count days and state and keeps in mind so if you want to include another stage you will click this Plus at the top and you will offer your stage a name let’s say that you actually wanted to create another um you know stage here for instance let’s state I didn’t have no strings so I can develop right here.
and you can provide it your color so we can actually choose different colors for each of the stages but I think all of these are actually currently developed so this is in fact quite impressive what I will do is I will really eliminate this one and if you feel like there is um I think pitched and demonstration are kind of like the exact same thing we simply choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s get rid of the demonstration here and after that we have working out with negotiating I can choose 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 different fields that you desire so you will click on this plus here and we have free kind a date check box drop down General e-mail e-mail tracking task calls and conferences 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 really rearrange and put the notes here all right e-mail thread count close date all right business’s size offer size and Company size alright let’s eliminate the business size and I’m gon na actually find something else within the general where we have created by date created fans and more so I in fact wish to opt for the developed.
by or maybe the fans because I wish to keep an eye on my employee that are really 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 alternatives available within streak is actually one of the easiest and one of the most uh you understand versatile out there it’s very easy to use with design templates we have projects too within my task again if I didn’t want to opt for these sales if I did with projects then I can go with the project phases right here and once again the fields the procedure is going to be comparable you will pick these stages from here on this plus button here and you can also give it various various colors we also have business Dev here you can see then we have employing so if you do working with then this is going to be your phases job search investor fundraising others property assistance and customized So within our support you can see we have inbound appointed dealing with fixed and noise this is in fact respectable and we likewise have custom where I can really start something from the scratch completely according to my service for me we just have the sales so I’m gon na go with the sales here and click create private or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click on create now it will simply take a second for a street to develop a pipeline for me so you can see this really looks respectable now I will be able to include my Lead Series so you can actually click on this fall and we have handle stage or relabel so as I continue as I include various leads here what I I will do is I’ll just merely click and I’ll have the ability to include it click the top here add a box so click on ADD box here and I’m going to include a box in the lead area here and let’s just call it new and click on get in so now you can see we have 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 two we can really 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 contacted too there’s one negotiating so I’ll just simply click brand-new now when you develop a lead we can actually click here and it will now open the different fields that we added 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 remember and after that we have welcome colleagues so from here I can welcome the staff member we have include columns we have emails files and comments you can change to the emails and it will reveal you the e-mails that you got in files we can even submit 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 produce a lead within your as soon as you’re done 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 gotten in touch with 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 carry out bulk actions such as deleting and sharing too uh another thing with srix at the top you will be able to see we have personal alternative we have these three dots where we can discover these phases Combinations and automation this is among the essential ones click on this link and you’ll be able to really integrate um other apps within yourr transfer information for alerts for automations custom-made builds and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they really quickly and create our CSV files similarly now I can change to my various folders that we have here and I can create a brand-new pipeline we can change to our basic Gmail extremely easily from here and it will also show me the e-mails that I will be receiving for my pipelines that I have produced we will even have our merge e-mails now with our so this is the combine e-mail and with merge email what happens is I can really develop a follow-up e-mails and different storage e-mails here and we have active instructs so utilizing is really easy you can begin for free by just adding the combination and now you know how to use as a total beginner don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me supply some context about my career and how it associates with. As a self-employed journalist, I’ve worked with various clients, handled multiple projects at the same time, and preserved an extensive network of contacts. Balancing these responsibilities can be frustrating, and I acknowledged the requirement for a central system to streamline my operations.
In my quest for a solution, I checked out different platforms however discovered them to be either too expensive or too intricate for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly integrates with Gmail, making it ideal for independent journalists who heavily count on e-mail communication. Here are some essential advantages of using for your freelance journalism working with process:.
User-friendly Email Tracking and Organization:.
allows you to track and organize your emails easily, providing you a clear introduction of your communications with clients, leads, and partners.
You can produce customizable pipelines directly within your inbox, making it simple to keep track of the development and handle of your tasks and jobs.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales process from lead generation to job completion.
You can categorize contacts, produce custom-made phases, set pointers, and track interactions, guaranteeing that no opportunity slips through the fractures.
Seamless Collaboration and Teamwork:.
assists in cooperation by enabling you to share pipelines and interact with team members within the platform.
You can appoint jobs, share essential e-mails, and team up in real-time, enhancing performance and ensuring everybody remains on the exact same page.
‘s flexible workflow system enables you to tailor your pipelines and automate repeated tasks.
You can produce templates for common email reactions, schedule follow-ups, and established suggestions, conserving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, provides advantages in regards to coding and software advancement. Here’s how:.
offers a robust API and comprehensive developer paperwork, making it simple to incorporate with other tools and construct custom-made services.
This versatility permits independent journalists with coding abilities to extend the performance of and customize it to their particular needs.
Project Management for Software Development:.
‘s pipeline function can be adjusted to manage software application development projects, from ideation to release.
You can produce customized phases for different advancement phases, assign jobs to team members, and track development efficiently.
Advantages and disadvantages 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.
Personalized pipelines and workflows to adjust to specific requirements.
Collective functions that enhance teamwork and communication.
Developer-friendly API for integration and modification.
Cost-effective solution for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for complete performance, restricting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While offers considerable benefits for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
offers a more cost effective option, particularly for freelancers and small businesses.
HubSpot has a complimentary version, but advanced features require a higher-tier paid membership.
Functions and Intricacy:.
provides a more thorough suite of features, including sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, providing a streamlined experience.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is beneficial for users greatly reliant on e-mail interaction.
As an independent journalist, handling your hiring process and client relationships is vital to your success. offers a intuitive and affordable service that seamlessly integrates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it may not have the sophisticated functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a content, editor, or writer 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 undertakings.