As a seasoned freelance journalist, I understand the challenges of handling projects, tracking leads, and nurturing customer relationships. In this post, I will dive into the benefits of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for beginners hey people invite back in this video I will be revealing you how to utilize Can I Import Notes Into Streak Crm for your consumer relations cooperation interaction and far 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 type of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is really amazing and I’ll show you how to do that as a complete newbie it will assist you customize a perfect process for your team and you will have the ability to get your work done now let’s in fact enter the procedure now is readily available as an extension and it’s entirely free so once you get to the website you’ll get this choice here which is contribute to Chrome and you’re.
going to pick 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 ADD extension and your extension will be included 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 merely sign in make sure to sign.
into the exact 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 just scroll down and click enable after adding this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting recently viewed all tracked emails and upgraded 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 combines 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 again we have our Sports and working with so this is where we’ll go produce a new pipeline let’s in fact do that you will click new pipeline here and we have various choices firstly we have the stages so this is where you will select these phases for your pipeline and you can in fact we have a lead gotten in touch with pitched demo working out close phone closed uh you know then we have supporting alright then we have Fields so in fields we have a date of last email last email from lead Source concern market deal size business size close rate email 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 offer your phase a name let’s say that you in fact wished to produce another um you know stage here for instance let’s say I didn’t have no strings so I can develop right here.
and you can give it your color so we can actually pick various colors for each of the stages but I think all of these are in fact already created so this is actually quite outstanding what I will do is I will really eliminate this one and if you seem like there is um I think pitched and demo are type of like the same thing we simply go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s eliminate the demo 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 on this plus here and we have complimentary type a date check box drop down General email 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 go with this one here this is the field that was in fact missing and I’ll actually reorganize and put the notes here okay e-mail thread count close date all right business’s size deal size and Business size alright let’s get rid of the business size and I’m gon na really discover something else within the general where we have developed by date produced followers and more so I in fact want to go for the developed.
by or maybe the fans because I want to keep an eye on my staff member 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 desired for my pipeline now you can see there are a lot of choices offered within streak is in fact among the easiest and among the most uh you know flexible out there it’s very easy to use with design templates we have jobs too within my job once again if I didn’t wish to choose these sales if I finished with tasks then I can choose the job stages right here and once again the fields the process is going to be similar you will pick these phases from here on this plus button here and you can likewise give it different various colors we also have business Dev here you can see then we have hiring so if you do employing then this is going to be your stages job search investor fundraising others property support and custom So within our support you can see we have incoming assigned working on dealt with and sound this is really respectable and we likewise have custom where I can in fact start something from the scratch completely according to my company for me we simply have the sales so I’m gon na go with the sales here and click on produce personal or.
shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click produce now it will simply take a 2nd for a street to create a pipeline for me so you can see this in fact looks respectable now I will be able to include my Lead Series so you can in fact click this drop down and we have handle stage or rename so as I proceed as I add different 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 area here and let’s just call it brand-new and click go into so now you can see we have one lead created let’s say that there is in fact 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 add another lead let’s call it brand-new 2 we can actually open this up in a new tab from here too however I’m just for now I’m simply gon na work by doing this now you can see we have 2 leads then let’s say there was a contacted too there’s one working out so I’ll just merely click new now once you develop a lead we can in fact click on this link and it will now open up the various fields that we included so this is a new Elite that I developed and we have all of these various columns we have the fields that we developed keep in mind and then we have welcome colleagues so from here I can welcome the employee we have include columns we have emails files and remarks you can switch 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 meeting notes and we even have our.
attachments so this is how you develop a lead within your as soon as you’re done with this you can really click go into and it will be closed now it will reveal you something like this we have all of our information 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 different leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh one more thing with srix on top you will be able to see we have personal option we have these three dots where we can find these stages Integrations and automation this is one of the crucial ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer data for alerts for automations customized develops and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they really quickly and create our CSV files similarly now I can switch to my different folders that we have here and I can develop a new pipeline we can change to our easy Gmail extremely easily from here and it will also reveal me the emails that I will be getting for my pipelines that I have actually produced we will even have our combine e-mails now with our so this is the merge e-mail and with merge e-mail what occurs is I can really produce a follow-up e-mails and different storage e-mails here and we have active advises so using is truly simple you can begin totally free by simply adding the integration and now you know how to use as a total novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me supply some context about my career and how it connects to. As a freelance reporter, I have actually worked with many customers, managed multiple jobs concurrently, and preserved a substantial network of contacts. Juggling these duties can be frustrating, and I acknowledged the requirement for a central system to streamline my operations.
In my quest for a service, I checked out numerous platforms but found them to be either too costly or too complicated for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly integrates with Gmail, making it ideal for freelance journalists who heavily rely on e-mail interaction. Here are some crucial benefits of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Company:.
permits you to track and arrange your emails easily, offering you a clear introduction of your communications with customers, leads, and partners.
You can produce adjustable pipelines straight within your inbox, making it simple to manage and keep track of the progress of your tasks and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and handle your sales procedure from list building to task conclusion.
You can classify contacts, create custom-made phases, set reminders, and track interactions, guaranteeing that no opportunity slips through the cracks.
Seamless Partnership and Teamwork:.
assists in collaboration by allowing you to share pipelines and interact with staff member within the platform.
You can designate tasks, share essential emails, and work together in real-time, boosting performance and making sure everyone remains on the same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repetitive tasks.
You can produce templates for typical email responses, schedule follow-ups, and set up tips, saving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, offers advantages in terms of coding and software application advancement. Here’s how:.
offers a robust API and comprehensive developer paperwork, making it simple to integrate with other tools and develop custom solutions.
This flexibility permits independent journalists with coding abilities to extend the performance of and tailor it to their particular requirements.
Job Management for Software Application Development:.
‘s pipeline feature can be adjusted to manage software development tasks, from ideation to release.
You can develop custom-made phases for various development stages, appoint jobs to team members, and track progress effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and user friendly functions, minimizing the finding out curve.
Personalized pipelines and workflows to adapt to private requirements.
Collaborative functions that improve teamwork and communication.
Developer-friendly API for integration and modification.
Cost-efficient option for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation functions.
Reliance on Gmail for complete functionality, restricting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
offers a more budget-friendly solution, specifically for freelancers and small businesses.
HubSpot has a complimentary version, but advanced features require a higher-tier paid subscription.
Features and Complexity:.
provides a more thorough suite of functions, including advanced marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is useful for users heavily reliant on email interaction.
As an independent journalist, managing your hiring procedure and customer relationships is critical to your success. offers a affordable and intuitive solution that perfectly integrates with Gmail, enabling you to simplify your operations and focus on your craft. While it might not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re an editor, writer, 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 undertakings.