As an experienced freelance reporter, I understand the challenges of managing projects, tracking leads, and nurturing client relationships. In this article, I will dig into the benefits of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey people welcome back in this video I will be revealing you how to utilize Streak Crm 中文 for your consumer relations collaboration interaction and far more so let’s enter into it to start with you require to go to streak.com and you will arrive at this website right here now is a type of CRM that we can contribute to our simple 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 reveal you how to do that as a total newbie it will assist you tailor a best procedure for your team and you will be able to get your work done now let’s really enter the process now is readily available as an extension and it’s totally free so once you get to the site you’ll get this choice here which is add 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 add to Chrome click on ADD extension and your extension will be included all right 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 merely check in make certain to sign.
into the exact same Gmail that you have actually added 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 permit after adding this is what your Gmail will look like now you can see here in our basic you understand folders we are getting recently seen all tracked emails and updated reply and then we have this brand-new choice 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 new dashboard for here I’ll have the ability to produce a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go develop a brand-new pipeline let’s really do that you will click on brand-new pipeline here and we have various choices first of all we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have actually a lead called pitched demo working out close phone closed uh you know then we have nurturing all right then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority industry offer size company size close rate e-mail thread count days and state and notes so if you want to include another phase you will click on this Plus at the top and you will offer your stage a name let’s say that you actually wished to produce another um you understand stage here for example let’s state I didn’t have no strings so I can produce right here.
and you can provide it your color so we can really select various colors for each of the stages but I think all of these are in fact already created so this is in fact quite excellent what I will do is I will actually get rid of this one and if you feel like there is um I think pitched and demo are type of like the very same thing we just opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s eliminate the demonstration here and after that we have negotiating with negotiating I can choose 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 desire so you will click on this plus here and we have free type a date check box fall General email email tracking task 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 go with this one here this is the field that was really missing out on and I’ll in fact rearrange and put the notes here alright e-mail thread count close date okay business’s size deal size and Business size okay let’s eliminate the business size and I’m gon na really discover something else within the general where we have created by date developed followers and more so I in fact wish to choose the created.
by or possibly the followers because I wish to monitor my team members 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 options available within streak is really one of the easiest and among the most uh you know flexible out there it’s very easy to use with design templates we have projects too within my job again if I didn’t want to go for these sales if I finished with jobs then I can opt for the task stages right here and once again the fields the process is going to be comparable you will pick these stages from here on this plus button here and you can also provide it different various colors we likewise have company Dev here you can see then we have hiring so if you do hiring then this is going to be your stages job search financier fundraising others real estate support and customized So within our assistance you can see we have incoming appointed working on dealt with and noise this is really pretty good and we likewise have custom-made where I can really start something from the scratch totally according to my business for me we merely have the sales so I’m gon na choose the sales here and click on produce private or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click produce now it will simply take a second for a street to create a pipeline for me so you can see this actually looks respectable now I will be able to add my Lead Series so you can really click on this drop down and we have handle phase 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 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 new and click on enter so now you can see we have actually 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 brand-new 2 we can in fact open this up in a brand-new tab from here too but I’m just for now I’m just gon na work this way now you can see we have 2 leads then let’s state there was a gotten in touch with also there’s one working out so I’ll just simply click new now as soon as you create a lead we can in fact click on this link and it will now open up the various fields that we added 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 teammates so from here I can invite the staff member we have include columns we have e-mails files and remarks you can switch to the e-mails and it will reveal you the emails that you got in files we can even publish files and then 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 create a lead within your when you’re done with this you can actually click on go into and it will be closed now it will show you something like this we have all of our information gathered here and at the top we’re getting our account such as 2 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 perform bulk actions such as erasing and sharing as well uh one more thing with srix at the top you will be able to see we have personal option we have these 3 dots where we can discover these phases Combinations and automation this is one of the crucial ones click here and you’ll be able to actually integrate um other apps within yourr transfer data for alerts for automations customized constructs and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely easily and develop our CSV files likewise 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 easily from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have actually developed we will even have our merge e-mails now with our so this is the combine email and with merge email what happens is I can in fact create a follow-up e-mails and various storage emails here and we have active instructs so utilizing is actually simple you can begin totally free by simply including the combination and now you understand how to use as a total beginner don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me offer some context about my career and how it connects to. As a freelance journalist, I’ve dealt with various clients, handled several tasks all at once, and maintained a comprehensive network of contacts. Balancing these obligations can be overwhelming, and I recognized the requirement for a central system to enhance my operations.
In my quest for an option, I checked out different platforms however discovered them to be either too complicated or too costly for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly integrates with Gmail, making it perfect for self-employed journalists who heavily depend on e-mail communication. Here are some crucial advantages of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Organization:.
enables you to track and arrange your emails effortlessly, providing you a clear summary of your interactions with customers, leads, and collaborators.
You can create customizable pipelines directly within your inbox, making it easy to handle and keep an eye on the development of your tasks and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to envision and handle your sales process from lead generation to project conclusion.
You can categorize contacts, produce custom-made stages, set reminders, and track interactions, ensuring that no chance slips through the fractures.
Smooth Cooperation and Teamwork:.
helps with collaboration by allowing you to share pipelines and interact with staff member within the platform.
You can designate jobs, share important e-mails, and team up in real-time, enhancing productivity and ensuring everybody remains on the very same page.
‘s flexible workflow system enables you to tailor your pipelines and automate repetitive tasks.
You can develop templates for common e-mail actions, schedule follow-ups, and set up reminders, conserving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, uses benefits in terms of coding and software application development. Here’s how:.
supplies a robust API and substantial designer documentation, making it easy to incorporate with other tools and build custom-made services.
This versatility enables self-employed reporters with coding abilities to extend the functionality of and customize it to their specific needs.
Job Management for Software Development:.
‘s pipeline function can be adapted to handle software development tasks, from ideation to deployment.
You can create custom stages for various advancement stages, designate jobs to staff member, and track progress efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Instinctive user interface and user friendly features, reducing the learning curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collaborative features that improve teamwork and communication.
Developer-friendly API for combination and customization.
Cost-efficient option for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation functions.
Reliance on Gmail for full performance, restricting compatibility with other email companies.
Contrast 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 contrast:.
offers a more economical option, specifically for freelancers and small companies.
HubSpot has a complimentary variation, however advanced features require a higher-tier paid membership.
Functions and Intricacy:.
offers a more extensive suite of features, consisting of advanced marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is beneficial for users heavily reliant on email communication.
As an independent reporter, handling your hiring procedure and client relationships is critical to your success. offers a inexpensive and instinctive option that perfectly integrates with Gmail, enabling you to improve your operations and concentrate on your craft. While it might not have the advanced functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, material, or author creator, can empower you to take control of your freelance journalism profession by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.