As a skilled freelance journalist, I understand the difficulties of managing tasks, tracking leads, and supporting customer relationships. In this post, I will dig into the advantages of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for novices hey men invite back in this video I will be revealing you how to utilize Streak Crm Product Updates for your customer relations collaboration communication and a lot more so let’s enter it to start with you require to go to streak.com and you will land on this site right here now is a type of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is truly amazing and I’ll show you how to do that as a total beginner it will assist you customize a best procedure for your team and you will be able to get your work done now let’s really enter into the process now is offered as an extension and it’s totally free so as soon as you get to the site you’ll get this choice 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 contribute to Chrome click ADD extension and your extension will be added okay 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 sure to sign.
into the very same Gmail that you have actually included the uh you know streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click enable after including this is what your Gmail will appear like now you can see here in our simple you know folders we are getting recently viewed all tracked e-mails and updated reply and then we have this 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 have the ability to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go develop a new pipeline let’s in fact do that you will click new pipeline here and we have different choices to start with we have the stages so this is where you will pick these phases for your pipeline and you can in fact we have a lead called pitched demonstration negotiating close phone closed uh you understand then we have nurturing okay then we have Fields so in fields we have a date of last email last e-mail from lead Source concern industry deal size company size close rate e-mail thread count days and state and keeps in mind so if you want to include another phase you will click on this Plus on top and you will offer your stage a name let’s state that you actually wished to develop another um you understand phase here for example let’s state I didn’t have no strings so I can create right here.
and you can offer it your color so we can in fact choose various colors for each of the stages but I think all of these are actually currently created so this is actually pretty impressive what I will do is I will actually eliminate this one and if you seem like there is um I believe pitched and demonstration are type of like the same thing we just opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s get rid of the demonstration here and then we have negotiating with negotiating I can choose 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 on this plus here and we have totally free type a date check box drop down General email e-mail tracking task calls and conferences 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 choose 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 deal size and Company size okay let’s get rid of the company size and I’m gon na really discover something else within the basic where we have developed by date produced fans and more so I actually want to choose the created.
by or perhaps the followers due to the fact that I wish to track my staff member 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 choices offered within streak is really among the simplest and one of the most uh you understand versatile out there it’s very easy to use with templates we have jobs too within my project once again if I didn’t want to opt for these sales if I finished with jobs then I can opt for the task stages right here and again the fields the procedure is going to be comparable you will select these stages from here on this plus button here and you can also offer it different different colors we also have company Dev here you can see then we have hiring so if you do employing 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 incoming appointed dealing with dealt with and noise this is actually pretty good and we also have custom-made where I can in fact start something from the scratch completely according to my service for me we just have the sales so I’m gon na opt for 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 develop now it will just take a 2nd for a street to produce a pipeline for me so you can see this really looks respectable now I will have the ability to add my Lead Series so you can really click this drop down and we have handle phase or rename so as I proceed as I add various leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click on the top here add 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 brand-new and click on get in so now you can see we have one lead developed let’s state that there is really closed one so I’m going to add one here let’s just for now let’s call it new I’m going to include another lead let’s call it brand-new 2 we can in fact open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s say there was a contacted also there’s one working out so I’ll just simply click brand-new now when you develop a lead we can in fact click here and it will now open the various fields that we included so this is a brand-new Elite that I developed and we have all of these different columns we have the fields that we produced keep in mind and then we have welcome teammates so from here I can welcome the staff member we have include columns we have emails files and comments you can switch to the e-mails 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 meeting notes and we even have our.
attachments so this is how you develop a lead within your once you’re made with this you can really click on get in 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 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 perform bulk actions such as deleting and sharing also uh one more thing with srix on top you will have the ability to see we have private alternative we have these 3 dots where we can find these phases Combinations and automation this is among the essential ones click here and you’ll be able to actually incorporate um other apps within yourr transfer data for notifications for automations custom develops and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they very easily and develop our CSV files similarly now I can change to my various folders that we have here and I can develop a new pipeline we can change to our basic Gmail very easily from here and it will likewise show me the emails that I will be receiving for my pipelines that I have developed we will even have our combine emails now with our so this is the merge email and with combine email what occurs is I can in fact develop a follow-up e-mails and various storage emails here and we have active instructs so using is truly simple you can get started free of charge by simply 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 information of Streak, let me offer some context about my career and how it relates to. As an independent reporter, I have actually worked with various customers, managed multiple projects at the same time, and preserved a comprehensive network of contacts. Juggling these obligations can be overwhelming, and I recognized the need for a centralized system to enhance my operations.
In my quest for a solution, I checked out numerous platforms but discovered them to be either too costly or too intricate for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly integrates with Gmail, making it ideal for self-employed reporters who heavily rely on email interaction. Here are some essential advantages of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Company:.
enables you to track and arrange your e-mails effortlessly, giving you a clear summary of your interactions with clients, leads, and collaborators.
You can create personalized pipelines straight within your inbox, making it easy to monitor the progress and manage of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to envision and handle your sales process from list building to job completion.
You can classify contacts, create customized phases, set suggestions, and track interactions, guaranteeing that no chance slips through the cracks.
Seamless Partnership and Team Effort:.
facilitates cooperation by allowing you to share pipelines and communicate with employee within the platform.
You can assign tasks, share important emails, and work together in real-time, boosting performance and guaranteeing everyone stays on the very same page.
‘s flexible workflow system allows you to customize your pipelines and automate repeated tasks.
You can produce design templates for typical email actions, schedule follow-ups, and set up suggestions, saving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, provides advantages in terms of coding and software advancement. Here’s how:.
offers a robust API and substantial developer documentation, 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 customize it to their particular requirements.
Job Management for Software Application Development:.
‘s pipeline function can be adjusted to handle software application advancement jobs, from ideation to implementation.
You can develop custom-made stages for various development stages, assign jobs to employee, and track progress effectively.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and easy-to-use features, reducing the finding out curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collaborative features that enhance teamwork and interaction.
Developer-friendly API for integration and modification.
Affordable solution for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for full functionality, restricting compatibility with other email companies.
Contrast with HubSpot CRM:.
While deals considerable advantages for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
provides a more budget-friendly option, specifically for freelancers and small businesses.
HubSpot has a complimentary version, however advanced features need a higher-tier paid membership.
Functions and Intricacy:.
offers a more thorough suite of functions, consisting of sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Both and incorporate with various third-party tools.
‘s smooth combination with Gmail is useful for users heavily reliant on e-mail communication.
As an independent journalist, handling your hiring process and customer relationships is paramount to your success. offers a instinctive and budget-friendly solution that seamlessly incorporates with Gmail, allowing you to enhance your operations and focus on your craft. While it may not have the sophisticated features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a content, editor, or writer developer, can empower you to take control of your freelance journalism profession 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.