As an experienced freelance reporter, I understand the difficulties of managing tasks, tracking leads, and supporting client relationships. In this article, I will delve 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 utilize for novices hey guys invite back in this video I will be showing you how to use Streak Crm Pricing And Features for your client relations partnership interaction and much 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 type of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Hub 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 total newbie it will assist you customize a perfect procedure for your team and you will have the ability to get your work done now let’s really get into the process now is readily available as an extension and it’s completely totally 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 select this one now it will take you to Chrome dot google.com extensions and this is our extension here click add to Chrome click on ADD extension and your extension will be included fine 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 very same Gmail that you have added the uh you understand streak to now it will ask you for your access and we’re gon na simply scroll down and click on permit after adding this is what your Gmail will look like now you can see here in our easy you understand folders we are getting just recently seen all tracked emails and upgraded reply and then 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 brand-new control panel for here I’ll have the ability to produce a brand-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 in fact do that you will click new pipeline here and we have various options to start with we have the stages so this is where you will pick these stages for your pipeline and you can actually we have actually a lead contacted pitched demonstration negotiating close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last email last email from lead Source concern market offer size business size close rate e-mail 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 state that you really wanted to develop another um you understand phase here for example let’s say I didn’t have no strings so I can develop right here.
and you can give it your color so we can really choose different colors for each of the stages but I think all of these are actually currently created so this is in fact quite outstanding what I will do is I will in fact get rid of 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 go with the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s eliminate the demonstration 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 want so you will click on this plus here and we have complimentary type a date check box drop down General email e-mail tracking job calls and meetings so I do not see anything for the course and conferences 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 really missing and I’ll in fact reorganize and put the notes here all right e-mail thread count close date all right business’s size deal size and Business size all right let’s get rid of the business size and I’m gon na in fact find something else within the general where we have actually produced by date created fans and more so I in fact wish to opt for the produced.
by or possibly the fans due to the fact that I wish to keep an eye on my team members that are in fact following this so I will you understand 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 options readily available within streak is in fact one of the most convenient and among the most uh you know versatile out there it’s very easy to use with templates we have tasks too within my task once again if I didn’t wish to opt for these sales if I finished with projects then I can go with the project stages right here and once again the fields the process is going to be comparable you will pick these stages from here on this plus button here and you can likewise offer it various various colors we likewise have company Dev here you can see then we have employing so if you do working with then this is going to be your stages task search financier fundraising others property assistance and customized So within our assistance you can see we have incoming assigned working on solved and sound this is actually respectable and we likewise have custom where I can really start something from the scratch absolutely according to my business for me we just have the sales so I’m gon na go with the sales here and click develop private 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 develop 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 have the ability to include my Lead Series so you can really click on this drop down and we have handle stage 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 have the ability to add it click the top here include a box so click 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 enter 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 new I’m going to include another lead let’s call it 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 by doing this now you can see we have 2 leads then let’s state there was a contacted too there’s one negotiating so I’ll just simply click new now once you produce a lead we can actually click here and it will now open up the different fields that we included so this is a new Elite that I created and we have all of these different columns we have the fields that we developed keep in mind and then we have invite teammates so from here I can invite the team members we have add columns we have e-mails 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 then we have the comments 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 as soon as you’re done with this you can actually click on go into and it will be closed now it will show 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 select different leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh one more thing with srix on top you will be able to see we have private choice we have these three dots where we can find these stages Combinations and automation this is one of the essential ones click here and you’ll be able to really integrate um other apps within yourr transfer information for notices for automations custom-made constructs and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they really easily and create our CSV files similarly now I can switch to my different folders that we have here and I can create a new pipeline we can change to our basic Gmail extremely easily from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have actually created we will even have our merge e-mails now with our so this is the merge e-mail and with merge e-mail what happens is I can actually create a follow-up emails and various storage e-mails here and we have active advises so using is really simple you can start totally free by just including the combination and now you know how to utilize as a complete beginner do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me supply some context about my profession and how it relates to. As an independent journalist, I have actually worked with various clients, handled multiple jobs all at once, and kept an extensive network of contacts. Balancing these responsibilities can be overwhelming, and I recognized the requirement for a centralized system to simplify my operations.
In my quest for a service, I explored numerous platforms however discovered them to be either too intricate or too costly 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 effortlessly incorporates with Gmail, making it ideal for freelance reporters who heavily count on email interaction. Here are some crucial advantages of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Company:.
enables you to track and organize your emails easily, giving you a clear overview of your interactions with customers, leads, and collaborators.
You can produce customizable pipelines straight within your inbox, making it easy to keep an eye on the progress and manage of your assignments and projects.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to imagine and manage your sales process from list building to job completion.
You can classify contacts, produce customized stages, set tips, and track interactions, ensuring that no opportunity slips through the fractures.
Seamless Collaboration and Team Effort:.
helps with cooperation by allowing you to share pipelines and interact with staff member within the platform.
You can assign tasks, share important e-mails, and collaborate in real-time, boosting performance and ensuring everybody stays on the exact same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repeated tasks.
You can produce templates for common e-mail reactions, schedule follow-ups, and established suggestions, conserving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, provides advantages in terms of coding and software application development. Here’s how:.
provides a robust API and comprehensive developer paperwork, making it easy to incorporate with other tools and construct custom-made services.
This versatility enables self-employed journalists with coding skills to extend the performance of and tailor it to their specific requirements.
Job Management for Software Application Advancement:.
‘s pipeline function can be adjusted to manage software development jobs, from ideation to implementation.
You can develop custom-made stages for different development stages, assign jobs to staff member, and track development efficiently.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
Intuitive interface and easy-to-use features, decreasing the discovering curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collective features that boost teamwork and interaction.
Developer-friendly API for integration and customization.
Economical solution for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for complete performance, limiting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While deals substantial benefits for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more affordable option, specifically for freelancers and small companies.
HubSpot has a complimentary version, however advanced functions need a higher-tier paid subscription.
Functions and Complexity:.
supplies a more detailed suite of features, consisting of advanced marketing automation and analytics.
concentrates on simplicity and ease of use, offering a streamlined experience.
Both and integrate with different third-party tools.
‘s smooth integration with Gmail is useful for users heavily reliant on e-mail interaction.
As a self-employed journalist, managing your hiring process and customer relationships is critical to your success. offers a budget friendly and user-friendly option that seamlessly incorporates with Gmail, enabling you to simplify your operations and focus on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a material, writer, or editor developer, can empower you to take control of your freelance journalism career by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.