As a skilled freelance journalist, I understand the challenges of handling jobs, tracking leads, and supporting client relationships. In this post, I will dive into the benefits of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey men welcome back in this video I will be showing you how to use Zapier You’ve Got Leads To Streak Crm for your client relations partnership communication and much more so let’s get into it firstly you need to go to streak.com and you will arrive on this site right here now is a type of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is actually amazing and I’ll show you how to do that as a total beginner it will assist you customize a perfect procedure for your group and you will have the ability to get your work done now let’s really enter into the procedure now is available as an extension and it’s completely complimentary so once 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 on ADD extension and your extension will be added alright 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 just check in make certain to sign.
into the same Gmail that you have added 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 adding this is what your Gmail will appear like now you can see here in our basic you know folders we are getting just recently seen all tracked e-mails and upgraded 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 merges so you can see this is like our brand-new dashboard for here I’ll be able 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 new pipeline let’s really do that you will click brand-new pipeline here and we have different choices first off we have the stages so this is where you will pick these stages for your pipeline and you can actually we have a lead contacted pitched demo working out close phone closed uh you understand then we have supporting okay then we have Fields so in fields we have a date of last email last email 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 on this Plus on top and you will provide your stage a name let’s say that you actually wanted to produce another um you understand stage here for instance let’s state I didn’t have no strings so I can develop right here.
and you can offer it your color so we can in fact pick various colors for each of the stages however I think all of these are really already produced so this is in fact pretty impressive what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demo are type of like the very same thing we simply go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s eliminate the demo here and after that we have negotiating 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 kind a date check box drop down General email email tracking job calls and meetings 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 opt for this one here this is the field that was really missing out on and I’ll really reorganize and put the notes here fine e-mail thread count close date alright company’s size offer size and Business size all right let’s eliminate the company size and I’m gon na in fact find something else within the general where we have created by date produced fans and more so I actually wish to opt for the produced.
by or perhaps the followers since I wish to keep track of my employee that are actually following this so I will you know put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a lot of alternatives readily available within streak is actually one of the most convenient and one of the most uh you understand flexible out there it’s extremely easy to use with design templates we have projects too within my project once again if I didn’t want to choose these sales if I did with projects then I can choose the project phases right here and once again the fields the procedure is going to be comparable you will pick these phases from here on this plus button here and you can likewise give it various various colors we likewise have business Dev here you can see then we have hiring so if you do working with then this is going to be your phases task search financier fundraising others real estate assistance and custom So within our support you can see we have actually inbound appointed working on dealt with and sound this is in fact pretty good and we likewise have custom-made where I can actually start something from the scratch totally according to my company for me we just have the sales so I’m gon na opt for the sales here and click on create personal 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 create now it will just take a second for a street to produce a pipeline for me so you can see this actually looks respectable now I will be able to include my Lead Series so you can in fact click on this drop down and we have handle stage or relabel so as I continue as I add different 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 on ADD box here and I’m going to include a box in the lead section here and let’s simply call it new and click get in so now you can see we have one lead created 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 brand-new I’m going to include another lead let’s call it new two we can actually open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work this way now you can see we have 2 leads then let’s state there was a contacted also there’s one negotiating so I’ll just simply click brand-new now as soon as you develop a lead we can really click here and it will now open up the different fields that we added so this is a brand-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 invite the employee we have include columns we have emails files and comments you can change to the emails and it will reveal you the e-mails 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 conference notes and we even have our.
accessories so this is how you produce a lead within your when you’re finished 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 gathered 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 choose various leads from here the stages and we can carry out bulk actions such as erasing and sharing also uh another thing with srix at the top you will have the ability to see we have personal choice we have these 3 dots where we can discover these phases Integrations and automation this is one of the important ones click on this link and you’ll be able to in fact incorporate um other apps within yourr transfer information for notices for automations customized builds and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they very quickly and produce 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 switch to our easy Gmail very quickly from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have actually developed we will even have our merge emails now with our so this is the merge e-mail and with merge email what takes place is I can in fact produce a follow-up e-mails and different storage emails here and we have active advises so using is truly easy you can get started for free by simply including the integration and now you know how to use as a complete novice do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me provide some context about my career and how it relates to. As a freelance reporter, I have actually worked with numerous customers, handled numerous projects concurrently, and maintained a substantial network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the need for a centralized system to improve my operations.
In my mission for a service, I explored various platforms however discovered them to be either too complex or too costly for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly incorporates with Gmail, making it perfect for self-employed reporters who greatly rely on email interaction. Here are some essential advantages of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Organization:.
permits you to track and organize your emails easily, giving you a clear overview of your interactions with customers, leads, and collaborators.
You can produce adjustable pipelines directly within your inbox, making it easy to manage and keep an eye on the progress of your tasks and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to picture and manage your sales procedure from lead generation to project conclusion.
You can classify contacts, create custom-made stages, set reminders, and track interactions, ensuring that no opportunity slips through the fractures.
Seamless Collaboration and Team Effort:.
helps with partnership by permitting you to share pipelines and communicate with employee within the platform.
You can designate jobs, share crucial e-mails, and work together in real-time, improving efficiency and guaranteeing everyone stays on the exact same page.
‘s flexible workflow system enables you to customize your pipelines and automate repetitive tasks.
You can develop design templates for typical e-mail actions, schedule follow-ups, and established pointers, conserving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, offers advantages in terms of coding and software application development. Here’s how:.
supplies a robust API and substantial designer documents, making it easy to incorporate with other tools and develop customized options.
This versatility enables self-employed journalists with coding abilities to extend the performance of and tailor it to their specific requirements.
Project Management for Software Development:.
‘s pipeline function can be adapted to handle software application development tasks, from ideation to implementation.
You can produce customized stages for various advancement stages, designate tasks to staff member, and track development effectively.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
User-friendly interface and user friendly features, decreasing the discovering curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collective functions that boost teamwork and interaction.
Developer-friendly API for integration and modification.
Cost-effective solution for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation functions.
Reliance on Gmail for full functionality, restricting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While deals substantial advantages for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more economical option, especially for freelancers and small businesses.
HubSpot has a totally free variation, but advanced functions need a higher-tier paid membership.
Functions and Complexity:.
provides a more thorough suite of features, consisting of innovative marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is advantageous for users greatly reliant on email communication.
As a freelance reporter, handling your hiring procedure and customer relationships is vital to your success. offers a instinctive and affordable solution that effortlessly incorporates with Gmail, enabling you to improve your operations and concentrate on your craft. While it may not have the innovative functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re an editor, material, or author creator, can empower you to take control of your freelance journalism career 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.