As a skilled freelance journalist, I understand the challenges of handling jobs, tracking leads, and supporting customer relationships. In this article, I will delve into the advantages of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for newbies hey men invite back in this video I will be showing you how to use Streak Crm Vs Pipedrive Vs Salesforce for your customer relations partnership communication and a lot more so let’s enter into it firstly you need to go to streak.com and you will land on this site right here now is a type of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is truly incredible and I’ll reveal you how to do that as a complete novice it will help you tailor an ideal process for your group and you will have the ability to get your work done now let’s actually enter the process now is readily available as an extension and it’s completely complimentary so as soon as you get to the site you’ll get this choice here which is add 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 on contribute to Chrome click ADD extension and your extension will be included okay it’s done and now it is contributing 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 check in make sure to sign.
into the exact 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 simply scroll down and click enable after including this is what your Gmail will look like now you can see here in our simple you understand folders we are getting recently seen all tracked emails and updated reply and then we have this new alternative which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this is like our brand-new control panel for here I’ll be able to create 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 create a brand-new pipeline let’s actually do that you will click on new pipeline here and we have various alternatives firstly 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 called pitched demonstration working out close phone closed uh you know then we have supporting all right then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority industry deal size business size close rate email 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 offer your phase a name let’s say that you in fact wanted to create another um you know phase here for example let’s say I didn’t have no strings so I can produce right here.
and you can give it your color so we can actually pick various colors for each of the stages but I believe all of these are really already produced so this is actually quite excellent what I will do is I will in fact get rid of this one and if you seem like there is um I think pitched and demonstration are sort of like the exact same thing we simply choose the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s eliminate the demonstration here and after that we have working out with negotiating I can go with 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 various fields that you desire so you will click this plus here and we have totally free form a date check box fall General e-mail e-mail tracking task 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 opt for this one here this is the field that was in fact missing and I’ll really rearrange and put the notes here alright email thread count close date okay business’s size offer size and Business size alright let’s eliminate the business size and I’m gon na really discover something else within the basic where we have actually produced by date produced followers and more so I really wish to opt for the developed.
by or maybe the fans because I want to keep track of my employee that are in fact following this so I will you understand 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 great deal of options offered within streak is really one of the easiest and among the most uh you understand flexible out there it’s extremely easy to use with design templates we have tasks too within my task again if I didn’t want to go for these sales if I made with projects then I can opt for the task phases right here and again the fields the process is going to be similar you will select these phases from here on this plus button here and you can likewise give it different various colors we likewise have organization Dev here you can see then we have working with so if you do employing then this is going to be your stages task search investor fundraising others realty assistance and custom So within our support you can see we have actually inbound designated dealing with fixed and sound this is really pretty good and we also have customized where I can in fact start something from the scratch absolutely according to my service for me we just have the sales so I’m gon na opt for the sales here and click produce private or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click on create now it will just take a 2nd for a street to produce a pipeline for me so you can see this really looks pretty good now I will be able to include my Lead Series so you can in fact click on this drop down and we have handle phase or rename so as I proceed as I include various 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 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 actually one lead developed let’s say that there is really closed one so I’m going to include one here let’s just for now let’s call it new I’m going to add another lead let’s call it new two we can really open this up in a brand-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 called too there’s one negotiating so I’ll just simply click brand-new now when you develop a lead we can actually click on this link and it will now open up 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 remember and after that we have invite colleagues so from here I can invite the staff member we have include columns we have emails files and comments you can switch to the e-mails and it will show 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 meeting notes and we even have our.
attachments so this is how you create a lead within your when you’re finished with this you can actually click get in and it will be closed now it will show you something like this we have all of our information gathered 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 various leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh another thing with srix on top you will have the ability to see we have private option we have these three dots where we can find these phases Combinations and automation this is among the crucial 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 customized constructs and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely easily and create our CSV files likewise now I can change to my various folders that we have here and I can develop a brand-new pipeline we can change to our easy Gmail extremely quickly from here and it will likewise show me the emails that I will be getting for my pipelines that I have produced we will even have our combine e-mails now with our so this is the merge email and with merge e-mail what happens is I can in fact create a follow-up e-mails and various storage emails here and we have active advises so using is really simple you can begin totally free by simply including the integration and now you understand how to utilize as a complete newbie don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me offer some context about my profession and how it connects to. As an independent journalist, I’ve dealt with many clients, managed multiple tasks simultaneously, and preserved a comprehensive network of contacts. Juggling these obligations can be overwhelming, and I recognized the requirement for a central system to improve my operations.
In my mission for an option, I explored different platforms however discovered them to be either too costly or too complicated for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly integrates with Gmail, making it ideal for self-employed journalists who heavily depend on email interaction. Here are some key benefits of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Company:.
allows you to track and organize your emails easily, offering you a clear summary of your interactions with customers, leads, and partners.
You can develop customizable pipelines directly within your inbox, making it easy to keep an eye on the progress and manage of your projects and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to envision and manage your sales procedure from lead generation to task completion.
You can classify contacts, develop customized phases, set pointers, and track interactions, guaranteeing that no chance slips through the fractures.
Seamless Partnership and Team Effort:.
assists in cooperation by permitting you to share pipelines and interact with team members within the platform.
You can designate jobs, share crucial emails, and work together in real-time, improving productivity and ensuring everybody remains on the very same page.
‘s flexible workflow system enables you to customize your pipelines and automate repeated jobs.
You can develop design templates for common email responses, schedule follow-ups, and established tips, conserving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, provides benefits in terms of coding and software advancement. Here’s how:.
offers a robust API and substantial designer paperwork, making it simple to integrate with other tools and construct custom solutions.
This versatility enables self-employed reporters with coding skills to extend the performance of and customize it to their specific needs.
Job Management for Software Application Development:.
‘s pipeline feature can be adapted to handle software application development jobs, from ideation to release.
You can develop customized stages for various development phases, appoint jobs to staff member, and track progress efficiently.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
Instinctive interface and easy-to-use features, minimizing the finding out curve.
Personalized pipelines and workflows to adapt to private requirements.
Collaborative functions that enhance teamwork and interaction.
Developer-friendly API for integration and personalization.
Economical option for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation functions.
Dependence on Gmail for full functionality, limiting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While offers considerable benefits for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
offers a more cost effective service, particularly for freelancers and small businesses.
HubSpot has a totally free variation, however advanced functions require a higher-tier paid subscription.
Features and Complexity:.
supplies a more comprehensive suite of features, consisting of innovative marketing automation and analytics.
concentrates on simplicity and ease of use, providing a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s smooth combination with Gmail is helpful for users greatly reliant on email communication.
As an independent journalist, managing your hiring process and client relationships is critical to your success. offers a instinctive and inexpensive solution that perfectly integrates with Gmail, allowing you to streamline your operations and focus on your craft. While it might not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re an editor, material, or author developer, can empower you to take control of your freelance journalism profession by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.