As a skilled freelance journalist, I understand the challenges of managing tasks, tracking leads, and nurturing customer relationships. In this short article, I will dig into the benefits of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for novices hey men welcome back in this video I will be showing you how to use Intro To Streak Crm Streak Academy for your customer relations cooperation communication and a lot more so let’s get into it first off you need to go to streak.com and you will arrive at this site right here now is a sort of CRM that we can contribute 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 newbie it will help you tailor a best process for your group and you will have the ability to get your work done now let’s in fact enter into the procedure now is available as an extension and it’s entirely complimentary so as soon as you get to the website 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 contribute to Chrome click on ADD extension and your extension will be added fine 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 just 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 merely scroll down and click allow after including this is what your Gmail will appear like now you can see here in our easy you know folders we are getting recently seen all tracked e-mails and upgraded reply and then we have this new choice 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 develop a brand-new pipeline we have our sales orders sales 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 different alternatives to start with we have the stages so this is where you will pick these phases for your pipeline and you can actually we have a lead contacted pitched demo negotiating close phone closed uh you know then we have supporting fine 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 business size close rate email thread count days and state and notes so if you wish to add another stage you will click this Plus at the top and you will provide your stage a name let’s say that you actually wished to develop another um you understand phase here for instance let’s say I didn’t have no strings so I can create right here.
and you can provide it your color so we can in fact pick different colors for each of the stages however I think all of these are in fact currently created so this is actually pretty remarkable what I will do is I will actually get rid of this one and if you feel like there is um I believe pitched and demonstration are kind of like the same thing we simply choose the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s get rid of the demo here and then we have working out with negotiating I can choose 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 different fields that you want so you will click this plus here and we have complimentary form a date check box drop down General email e-mail tracking job calls and conferences 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 opt for this one here this is the field that was in fact missing out on and I’ll in fact reorganize and put the notes here fine e-mail thread count close date all right business’s size offer size and Business size fine let’s eliminate the company size and I’m gon na in fact find something else within the basic where we have produced by date created fans and more so I actually want to go for the developed.
by or perhaps the fans since I want to keep track of my employee that are in fact 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 alternatives readily available within streak is really one of the most convenient and among the most uh you understand flexible out there it’s very easy to use with templates we have tasks too within my project once again if I didn’t want to go for these sales if I did with tasks then I can choose the project stages right here and once again the fields the procedure is going to be comparable you will choose these phases from here on this plus button here and you can likewise give it different various colors we also have company Dev here you can see then we have employing so if you do hiring then this is going to be your stages task search financier fundraising others real estate support and custom So within our assistance you can see we have actually incoming appointed dealing with dealt with and sound this is in fact respectable and we also have customized where I can really start something from the scratch absolutely according to my service for me we just have the sales so I’m gon na choose the sales here and click create 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 on 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 have the ability to add my Lead Series so you can actually click on this drop down and we have manage stage or rename so as I continue as I include different leads here what I I will do is I’ll just simply click and I’ll be able 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 section here and let’s just call it new and click on get in so now you can see we have one lead developed let’s state that there is in fact 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 two we can really 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 also there’s one negotiating so I’ll just simply click on brand-new now as soon as you produce a lead we can in fact click here and it will now open up the various fields that we included so this is a new Elite that I created and we have all of these various columns we have the fields that we produced keep in mind and then we have invite colleagues so from here I can welcome the employee we have add columns we have e-mails files and remarks you can switch to the emails and it will show you the emails that you got in files we can even publish files and after that we have the remarks at the top here once 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 as soon as you’re made with this you can really click on go into and it will be closed now it will show you something like this we have all of our information collected 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 also uh one more thing with srix on top you will have the ability to see we have private choice we have these 3 dots where we can find these stages Combinations and automation this is one of the important ones click on this link and you’ll have the ability to really incorporate um other apps within yourr transfer information for alerts for automations customized builds and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely easily and produce our CSV files similarly now I can switch to my different folders that we have here and I can develop a brand-new pipeline we can switch to our easy Gmail very 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 combine e-mails now with our so this is the merge email and with combine email what occurs is I can actually produce a follow-up emails and different storage emails here and we have active advises so utilizing is truly easy you can get going totally free by simply including the integration and now you know how to use as a total 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 connects to. As a self-employed reporter, I have actually worked with numerous clients, managed several projects concurrently, and preserved a substantial network of contacts. Juggling these obligations can be frustrating, and I acknowledged the need for a central system to enhance my operations.
In my mission for an option, I explored different platforms however found them to be either too complex or too pricey for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly incorporates with Gmail, making it ideal for independent reporters who heavily depend on e-mail communication. Here are some crucial advantages of using for your freelance journalism employing process:.
Intuitive Email Tracking and Organization:.
allows you to track and organize your e-mails effortlessly, providing you a clear introduction of your interactions with clients, leads, and partners.
You can produce personalized pipelines directly within your inbox, making it easy to handle and monitor the progress of your jobs and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and handle your sales process from list building to job completion.
You can categorize contacts, create customized stages, set reminders, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Partnership and Team Effort:.
assists in collaboration by enabling you to share pipelines and communicate with staff member within the platform.
You can appoint jobs, share essential e-mails, and work together in real-time, improving performance and ensuring everybody remains on the very same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repetitive tasks.
You can develop design templates for common e-mail reactions, schedule follow-ups, and set up reminders, saving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, uses advantages in regards to coding and software application advancement. Here’s how:.
provides a robust API and extensive developer paperwork, making it easy to integrate with other tools and build custom services.
This versatility enables self-employed reporters with coding abilities to extend the functionality of and customize it to their specific requirements.
Job Management for Software Advancement:.
‘s pipeline function can be adjusted to handle software advancement jobs, from ideation to release.
You can produce custom-made phases for various development stages, assign tasks to staff member, and track development effectively.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly user interface and user friendly functions, minimizing the learning 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 service for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for full functionality, restricting compatibility with other email providers.
Contrast with HubSpot CRM:.
While offers considerable benefits for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more budget friendly service, especially for freelancers and small businesses.
HubSpot has a free variation, but advanced functions require a higher-tier paid subscription.
Features and Complexity:.
offers a more thorough suite of functions, including sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, offering 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 a self-employed reporter, managing your hiring procedure and customer relationships is critical to your success. offers a budget-friendly and user-friendly solution that flawlessly incorporates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a writer, editor, or material creator, 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.