As a seasoned freelance journalist, I comprehend the challenges of handling jobs, tracking leads, and supporting customer relationships. In this short article, I will dig into the benefits of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey men welcome back in this video I will be showing you how to use What Is The Difference Between Streak And Streak Crm for your customer relations cooperation communication and much more so let’s get into it firstly you require to go to streak.com and you will arrive at this site 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 actually 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 help you personalize an ideal process for your team and you will be able to get your work done now let’s in fact enter the procedure now is offered as an extension and it’s totally complimentary so as soon as you get to the site you’ll get this alternative 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 on add to Chrome click on ADD extension and your extension will be included alright it’s done and now it is contributing 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 merely check in make certain to sign.
into the very same Gmail that you have actually included 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 allow after adding this is what your Gmail will look like now you can see here in our easy you know folders we are getting recently seen all tracked e-mails and updated reply and after that 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 merges so you can see this is like our new control panel for here I’ll be able 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 brand-new pipeline here and we have various alternatives first of all we have the stages so this is where you will select 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 okay then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority market offer size company size close rate e-mail thread count days and state and notes so if you want to add another stage you will click on this Plus at the top and you will give your phase a name let’s state that you in fact wished to produce another um you know phase here for example let’s state I didn’t have no strings so I can develop right here.
and you can give it your color so we can really pick various colors for each of the stages however I think all of these are really currently developed so this is in fact pretty remarkable 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 simply go with 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 then we have working out 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 various fields that you desire so you will click on this plus here and we have complimentary kind a date check box fall General email email tracking job 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 in fact missing out on and I’ll really rearrange and put the notes here okay e-mail thread count close date fine company’s size offer size and Company size all right let’s get rid of the business size and I’m gon na really discover something else within the general where we have created by date developed fans and more so I actually wish to go for the developed.
by or perhaps the fans due to the fact that I wish to track my staff member 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 know versatile out there it’s very easy to use with design templates we have tasks too within my project once again if I didn’t want to choose these sales if I did with jobs then I can choose the job stages right here and once again the fields the procedure is going to be similar you will select these phases from here on this plus button here and you can also give it different different colors we also have company Dev here you can see then we have hiring so if you do hiring then this is going to be your phases task search investor fundraising others realty assistance and customized So within our assistance you can see we have inbound assigned dealing with resolved and noise this is in fact pretty good and we also have custom-made where I can in fact start something from the scratch totally according to my company for me we merely have the sales so I’m gon na go with the sales here and click on produce private or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click create now it will simply take a 2nd for a street to create a pipeline for me so you can see this actually looks pretty good now I will be able to add my Lead Series so you can really click on this fall and we have manage stage or relabel so as I proceed 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 on the top here include a box so click ADD box here and I’m going to add a box in the lead area here and let’s just call it brand-new and click on enter so now you can see we have one lead created 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 include another lead let’s call it brand-new 2 we can in fact open this up in a new tab from here too however I’m just for now I’m simply gon na work in this manner now you can see we have 2 leads then let’s state there was a gotten in touch with too there’s one working out so I’ll just merely click on brand-new now as soon as you produce a lead we can actually click here and it will now open up the different fields that we added so this is a new Elite that I developed and we have all of these different columns we have the fields that we produced keep in mind and after that we have invite teammates so from here I can welcome the team members 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 after that we have the comments at the top here again we have the call log we have our meeting notes and we even have our.
accessories so this is how you develop a lead within your as soon as you’re made with this you can really 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 two leads one contacted 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 carry out bulk actions such as deleting and sharing as well uh one more thing with srix at the top you will have the ability to see we have private choice we have these 3 dots where we can discover these stages Combinations and automation this is among the crucial ones click on this link and you’ll be able to really incorporate um other apps within yourr transfer information for notifications for automations custom builds and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they very easily and produce our CSV files similarly now I can switch to my various folders that we have here and I can produce a brand-new pipeline we can switch to our simple Gmail very quickly from here and it will also reveal me the emails that I will be receiving for my pipelines that I have actually developed we will even have our combine e-mails now with our so this is the combine email and with combine e-mail what occurs 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 totally free by just including the integration and now you understand how to use as a complete novice don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me provide some context about my career and how it relates to. As a freelance reporter, I have actually dealt with numerous clients, handled several jobs at the same time, and kept an extensive network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the requirement for a centralized system to simplify my operations.
In my quest for an option, I explored numerous platforms but found them to be either too complicated or too costly for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly integrates with Gmail, making it perfect for self-employed reporters who greatly depend on e-mail interaction. Here are some key benefits of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Organization:.
permits you to track and organize your emails effortlessly, offering you a clear overview of your interactions with customers, leads, and collaborators.
You can produce personalized pipelines directly within your inbox, making it simple to handle and keep track of the development of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to imagine and handle your sales process from lead generation to project completion.
You can classify contacts, develop custom-made phases, set pointers, and track interactions, making sure that no opportunity slips through the fractures.
Seamless Collaboration and Teamwork:.
assists in collaboration by enabling you to share pipelines and interact with employee within the platform.
You can designate tasks, share essential emails, and team up in real-time, improving productivity and ensuring everybody stays on the same page.
‘s versatile workflow system allows you to customize your pipelines and automate repeated jobs.
You can develop design templates for common e-mail responses, schedule follow-ups, and established reminders, saving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in independent journalism, provides benefits in regards to coding and software development. Here’s how:.
provides a robust API and substantial designer documents, making it easy to integrate with other tools and develop custom-made options.
This flexibility allows independent journalists with coding abilities to extend the functionality of and customize it to their specific needs.
Task Management for Software Application Development:.
‘s pipeline function can be adjusted to handle software advancement jobs, from ideation to deployment.
You can create custom-made phases for various advancement phases, designate tasks to team members, and track development efficiently.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and easy-to-use features, reducing the learning curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collective features that boost team effort and interaction.
Developer-friendly API for combination and modification.
Economical option for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for full functionality, restricting compatibility with other email companies.
Comparison 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 comparison:.
offers a more budget-friendly service, specifically for freelancers and small companies.
HubSpot has a complimentary variation, however advanced features need a higher-tier paid membership.
Functions and Intricacy:.
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 integrate with different third-party tools.
‘s seamless integration with Gmail is useful for users heavily reliant on e-mail communication.
As an independent reporter, handling your hiring procedure and client relationships is critical to your success. offers a instinctive and affordable solution that seamlessly integrates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a content, editor, or writer creator, can empower you to take control of your freelance journalism career by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.