As a skilled freelance journalist, I understand the difficulties of handling tasks, tracking leads, and supporting customer relationships. In this short article, I will delve into the benefits of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for beginners hey guys welcome back in this video I will be revealing you how to utilize Streak Crm Task Notification for your client relations cooperation interaction and much more so let’s enter it first of all you need to go to streak.com and you will land on this website right here now is a kind of CRM that we can contribute to our easy 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 complete beginner it will assist you personalize an ideal process for your group and you will be able to get your work done now let’s really enter into the procedure now is offered as an extension and it’s completely free so when you get to the website you’ll get this choice here which is add 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 added all right 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 simply sign in make certain to sign.
into the same Gmail that you have actually included the uh you understand streak to now it will ask you for your gain access to 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 know folders we are getting just recently seen all tracked emails and updated reply and after that 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 resembles our brand-new dashboard for here I’ll be able to create a brand-new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go create a new pipeline let’s actually do that you will click on brand-new pipeline here and we have different alternatives first off we have the stages so this is where you will choose these phases for your pipeline and you can actually we have actually a lead contacted pitched demonstration working out close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last email last e-mail from lead Source priority market deal size business size close rate e-mail thread count days and state and keeps in mind so if you wish to include another stage you will click this Plus at the top and you will provide your stage a name let’s state that you actually wished to develop another um you understand stage here for instance let’s say I didn’t have no strings so I can develop right here.
and you can provide it your color so we can in fact select different colors for each of the stages but I think all of these are in fact already produced so this is actually quite remarkable what I will do is I will actually 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 just go with 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 after that we have negotiating with negotiating I can opt for 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 totally free kind a date check box drop down General e-mail email tracking task 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 opt for this one here this is the field that was in fact missing and I’ll in fact rearrange and put the notes here alright e-mail thread count close date all right business’s size offer size and Company size fine let’s eliminate the business size and I’m gon na really find something else within the general where we have produced by date created followers and more so I in fact want to go for the produced.
by or perhaps the followers because I want to track my employee that are in fact following this so I will you know put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a lot of options available within streak is actually among the easiest and one of the most uh you know flexible out there it’s very easy to use with design templates we have jobs too within my job again if I didn’t want to go for these sales if I did with tasks then I can opt for the job phases right here and again the fields the procedure is going to be similar you will choose these stages from here on this plus button here and you can also give it different various colors we also have company Dev here you can see then we have working with so if you do hiring then this is going to be your stages task search investor fundraising others real estate assistance and custom-made So within our assistance you can see we have inbound designated dealing with solved and noise this is actually pretty good and we also have custom-made where I can actually start something from the scratch totally according to my service for me we simply have the sales so I’m gon na opt for the sales here and click create personal or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click on produce now it will simply take a 2nd for a street to develop a pipeline for me so you can see this in fact looks pretty good now I will be able to include my Lead Series so you can in fact click this fall and we have manage stage or rename so as I continue as I add various leads here what I I will do is I’ll just simply 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 just call it brand-new and click go into 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 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 two we can actually open this up in a new tab from here too but I’m just for now I’m just gon na work this way now you can see we have two leads then let’s state there was a gotten in touch with also there’s one negotiating so I’ll just simply click on brand-new now when you create a lead we can actually click on this link and it will now open the various fields that we added so this is a new Elite that I created and we have all of these different columns we have the fields that we created remember and after that we have invite colleagues so from here I can welcome the team members we have add columns we have e-mails files and comments you can change to the e-mails 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.
accessories so this is how you develop a lead within your as soon as you’re done with this you can in fact click enter 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 called 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 as well uh another thing with srix at the top you will be able to see we have private alternative we have these 3 dots where we can find these stages Combinations and automation this is one of the important ones click on this link and you’ll have the ability to in fact integrate um other apps within yourr transfer information for notifications for automations custom develops and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really easily and develop our CSV files likewise now I can switch to my various folders that we have here and I can create a brand-new pipeline we can switch to our easy Gmail very easily from here and it will also 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 combine email and with combine email what occurs is I can really develop a follow-up e-mails and different storage emails here and we have active instructs so utilizing is actually easy you can start for free by simply including the combination and now you know how to utilize as a total novice don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me provide some context about my profession and how it associates with. As an independent journalist, I’ve worked with various customers, handled multiple projects concurrently, and kept a comprehensive network of contacts. Balancing these obligations can be frustrating, and I recognized the requirement for a central system to improve my operations.
In my quest for an option, I explored various platforms but found them to be either too pricey or too intricate for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly incorporates with Gmail, making it ideal for self-employed journalists who greatly count on e-mail interaction. Here are some essential advantages of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Organization:.
enables you to track and organize your emails easily, offering you a clear overview of your interactions with clients, leads, and partners.
You can produce adjustable pipelines directly within your inbox, making it simple to keep track of the development and manage of your jobs and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and handle your sales process from lead generation to job conclusion.
You can classify contacts, produce custom-made phases, set reminders, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Cooperation 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 essential e-mails, and collaborate in real-time, boosting performance and making sure everybody remains on the same page.
Adjustable Workflows:.
‘s versatile workflow system allows you to tailor your pipelines and automate recurring jobs.
You can produce templates for typical e-mail actions, schedule follow-ups, and established reminders, conserving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, offers benefits in terms of coding and software development. Here’s how:.
Developer-Friendly Combination:.
provides a robust API and substantial designer documents, making it simple to integrate with other tools and build customized options.
This flexibility permits freelance reporters with coding abilities to extend the functionality of and customize it to their specific needs.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adapted to handle software application advancement tasks, from ideation to deployment.
You can develop custom stages for various advancement phases, designate tasks to team members, and track progress efficiently.
Benefits and drawbacks of
Pros:.
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive user interface and easy-to-use functions, reducing the discovering curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collective functions that enhance teamwork and interaction.
Developer-friendly API for combination and personalization.
Cost-effective solution for freelancers and small businesses.
Cons:.
Limited reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation functions.
Dependence on Gmail for complete performance, limiting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
Cost:.
offers a more affordable solution, especially for freelancers and small businesses.
HubSpot has a complimentary variation, however advanced functions need a higher-tier paid membership.
Functions and Complexity:.
supplies a more extensive suite of functions, including sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, offering a structured experience.
Combination:.
Both and integrate with numerous third-party tools.
‘s smooth integration with Gmail is helpful for users greatly reliant on email communication.
Conclusion:.
As a self-employed reporter, managing your hiring procedure and client relationships is critical to your success. offers a user-friendly and budget friendly service that effortlessly incorporates with Gmail, allowing you to enhance your operations and focus on your craft. While it might not have the innovative 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 author, editor, or content developer, can empower you to take control of your freelance journalism profession by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.