As a seasoned freelance journalist, I understand the challenges of handling jobs, tracking leads, and nurturing client relationships. In this short article, I will dig into the advantages of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey people welcome back in this video I will be showing you how to utilize Crm Case Study Streak for your customer relations cooperation communication and far more so let’s enter it firstly you need to go to streak.com and you will arrive on this website right here now is a kind 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 fantastic and I’ll reveal you how to do that as a total novice it will help you customize a best process for your team and you will be able to get your work done now let’s actually enter the process now is available as an extension and it’s completely totally free so when you get to the site you’ll get this option here which is contribute 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 on contribute to Chrome click on ADD extension and your extension will be added okay it’s done and now it is adding 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 simply check in ensure to sign.
into the very same Gmail that you have actually 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 on enable after including 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 after that we have this 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 combines so you can see this is like our new dashboard for here I’ll have the ability to create a 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 really do that you will click brand-new pipeline here and we have different options to start with we have the stages so this is where you will choose these stages for your pipeline and you can really we have a lead gotten in touch with pitched demo negotiating close phone closed uh you understand then we have supporting alright then we have Fields so in fields we have a date of last e-mail last email from lead Source concern industry deal size company size close rate email thread count days and state and notes so if you want to include another stage you will click this Plus on top and you will give your stage a name let’s state that you really wanted to develop another um you understand phase here for instance 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 in fact select different colors for each of the stages but I believe all of these are actually currently developed so this is actually quite impressive what I will do is I will in fact eliminate this one and if you seem like there is um I believe pitched and demo are type of like the exact same thing we just choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s get rid of the demonstration here and then we have negotiating with negotiating I can opt for like in progress or something and now you can see these are my stages then I will scroll down to the fields here with each pipeline what are the different fields that you want so you will click this plus here and we have complimentary type a date check box drop down General email email 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 go with this one here this is the field that was in fact missing and I’ll actually rearrange and put the notes here okay e-mail thread count close date all right company’s size deal size and Company size alright let’s eliminate the company size and I’m gon na really find something else within the basic where we have actually developed by date created fans and more so I in fact wish to choose the created.
by or maybe the fans because I want to track my staff member that are really 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 lot of alternatives readily available within streak is really among the most convenient and one of the most uh you know flexible out there it’s extremely easy to use with design templates we have projects too within my project again if I didn’t want to opt for these sales if I did with tasks then I can choose the project stages right here and again the fields the procedure is going to be similar you will choose these phases from here on this plus button here and you can likewise provide it various various colors we likewise have business Dev here you can see then we have employing so if you do employing then this is going to be your stages job search financier fundraising others real estate assistance and custom-made So within our support you can see we have actually incoming assigned dealing with resolved and noise this is in fact respectable and we also have customized where I can actually start something from the scratch absolutely according to my company for me we simply have the sales so I’m gon na go with the sales here and click on develop personal or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click on develop now it will just take a 2nd for a street to develop 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 in fact click on this fall and we have handle stage or relabel so as I continue as I include various leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click the top here add a box so click on ADD box here and I’m going to add 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 one lead created let’s say 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 in this manner now you can see we have two leads then let’s state there was a gotten in touch with too there’s one working out so I’ll just simply click on new now as soon as you develop a lead we can actually click on this link and it will now open the various fields that we included so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we produced keep in mind and after that we have welcome colleagues so from here I can invite 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 upload files and after that we have the remarks 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 produce a lead within your once you’re finished with this you can in fact click on get in 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 2 leads one called and something like this and this is where you will be getting your list we can select various 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 on top you will have the ability to see we have personal option we have these three dots where we can find these phases Combinations and automation this is among the crucial ones click here and you’ll be able to in fact integrate um other apps within yourr transfer information for alerts for automations custom-made develops and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they very easily and produce our CSV files likewise now I can change to my different folders that we have here and I can create a new pipeline we can switch to our easy Gmail extremely quickly from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have created we will even have our merge e-mails now with our so this is the merge email and with merge e-mail what takes place is I can in fact produce a follow-up emails and different storage e-mails here and we have active advises so using is actually easy you can begin totally free by simply including the combination and now you understand how to utilize as a total beginner don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me provide some context about my profession and how it associates with. As a freelance reporter, I’ve worked with various clients, handled numerous projects all at once, and kept a substantial network of contacts. Juggling these responsibilities can be frustrating, and I acknowledged the need for a central system to enhance my operations.
In my quest for a service, I checked out various platforms however discovered them to be either too expensive 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 seamlessly incorporates with Gmail, making it ideal for freelance journalists who greatly rely on e-mail interaction. Here are some essential benefits of using for your freelance journalism working with process:.
User-friendly Email Tracking and Organization:.
permits you to track and arrange your e-mails easily, offering you a clear introduction of your communications with customers, leads, and collaborators.
You can produce personalized pipelines straight within your inbox, making it simple to handle and monitor the progress of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and handle your sales process from list building to project completion.
You can categorize contacts, produce custom-made stages, set pointers, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Partnership and Team Effort:.
assists in cooperation by enabling you to share pipelines and interact with team members within the platform.
You can appoint jobs, share crucial emails, and team up in real-time, boosting performance and guaranteeing everybody stays on the same page.
‘s flexible workflow system enables you to tailor your pipelines and automate repeated tasks.
You can create design templates for common e-mail reactions, schedule follow-ups, and established reminders, saving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, uses benefits in terms of coding and software development. Here’s how:.
supplies a robust API and comprehensive developer documents, making it easy to integrate with other tools and build custom options.
This versatility enables independent reporters with coding skills to extend the performance of and customize it to their specific requirements.
Task Management for Software Development:.
‘s pipeline feature can be adjusted to manage software advancement projects, from ideation to implementation.
You can produce custom-made phases for various development stages, assign jobs to team members, and track progress effectively.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive user interface and easy-to-use functions, reducing the finding out curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collective features that improve team effort and communication.
Developer-friendly API for combination and personalization.
Economical service for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for complete performance, limiting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
uses a more budget-friendly solution, specifically for freelancers and small businesses.
HubSpot has a free variation, but advanced functions require a higher-tier paid subscription.
Features and Complexity:.
supplies a more extensive suite of functions, including advanced 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 greatly reliant on email interaction.
As an independent journalist, handling your hiring process and customer relationships is vital to your success. offers a instinctive and budget friendly option that flawlessly integrates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it may not have the sophisticated functions 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 writer, content, or editor developer, can empower you to take control of your freelance journalism profession by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.