As a skilled freelance journalist, I comprehend the difficulties of handling projects, tracking leads, and supporting client relationships. In this short article, I will dig into the advantages of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey people welcome back in this video I will be showing you how to use Streak Crm Account With No Website for your customer relations cooperation communication and a lot more so let’s enter into it first of all you need to go to streak.com and you will arrive at this website right here now is a sort of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is truly amazing and I’ll show you how to do that as a total beginner it will help you personalize an ideal process for your team and you will have the ability to get your work done now let’s really enter the process now is offered as an extension and it’s totally totally free so when you get to the website 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 on contribute to Chrome click on ADD extension and your extension will be added okay it’s done and now it is contributing 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 merely sign in make sure to sign.
into the exact same Gmail that you have included the uh you understand streak to now it will ask you for your gain access to and we’re gon na just scroll down and click on permit after including this is what your Gmail will look like now you can see here in our easy you understand folders we are getting recently viewed all tracked e-mails and upgraded reply and after that we have this new option which is the pipeline so if I click 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 develop a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go produce a new pipeline let’s in fact do that you will click brand-new pipeline here and we have various options first of all we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have a lead contacted pitched demo negotiating close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority industry deal size business size close rate email thread count days and state and notes so if you wish to add another phase you will click on this Plus at the top and you will offer your stage a name let’s say that you in fact wanted to produce another um you know 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 choose various colors for each of the stages however I think all of these are actually currently developed so this is in fact quite excellent 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 kind of like the very same thing we just 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 then we have working out with negotiating I can opt for 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 on this plus here and we have totally free form 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 choose this one here this is the field that was in fact missing and I’ll really reorganize and put the notes here alright e-mail thread count close date okay business’s size deal size and Company size all right let’s get rid of the business size and I’m gon na in fact find something else within the general where we have produced by date developed fans and more so I actually want to choose the created.
by or maybe the fans due to the fact that I want to keep an eye on my staff member that are in fact following this so I will you understand 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 available within streak is really among the simplest and one of the most uh you know flexible out there it’s very easy to use with design templates we have tasks too within my job again if I didn’t want to opt for these sales if I made with tasks 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 stages from here on this plus button here and you can also provide it different different colors we also have service Dev here you can see then we have working with so if you do hiring then this is going to be your stages task search financier fundraising others realty assistance and custom-made So within our support you can see we have inbound appointed working on solved and noise this is really respectable and we likewise have customized where I can really start something from the scratch totally according to my organization for me we merely have the sales so I’m gon na go with the sales here and click develop private 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 create now it will just 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 really click on this drop down and we have manage phase or rename so as I proceed as I include 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 go into so now you can see we have actually one lead produced let’s state that there is actually closed one so I’m going to add one here let’s just for now let’s call it brand-new I’m going to add another lead let’s call it new two we can in fact open this up in a new tab from here too but I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s state there was a called as well there’s one working out so I’ll just merely click new now when you create a lead we can in fact click on this link and it will now open the different fields that we included so this is a brand-new Elite that I developed and we have all of these different columns we have the fields that we produced keep in mind and after that we have invite teammates so from here I can welcome 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 e-mails that you got in files we can even publish files and after that we have the comments at the top here 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 once you’re made with this you can actually click on go into and it will be closed now it will reveal 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 called 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 carry out bulk actions such as deleting and sharing as well uh one more thing with srix on top you will be able to see we have personal alternative we have these 3 dots where we can find these stages Combinations and automation this is one of the essential ones click here and you’ll be able to really incorporate um other apps within yourr transfer data for notices for automations custom builds and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they extremely quickly and develop our CSV files likewise now I can switch to my various folders that we have here and I can produce a brand-new pipeline we can change to our simple Gmail really quickly from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have actually developed we will even have our combine e-mails now with our so this is the merge email and with merge email what takes place is I can in fact develop a follow-up e-mails and various storage e-mails here and we have active advises so utilizing is truly simple you can start for free by simply including the combination and now you know how to utilize as a complete beginner do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me offer some context about my career and how it associates with. As a freelance journalist, I’ve dealt with various clients, managed several jobs at the same time, and preserved an extensive network of contacts. Balancing these responsibilities can be overwhelming, and I acknowledged the requirement for a centralized system to simplify my operations.
In my quest for an option, I checked out various platforms however found them to be either too complicated or too costly for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly incorporates with Gmail, making it ideal for self-employed journalists who heavily count on email communication. Here are some key benefits of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Organization:.
allows you to track and arrange your e-mails effortlessly, offering you a clear summary of your communications with clients, leads, and partners.
You can develop personalized pipelines directly within your inbox, making it simple to monitor the development and manage of your tasks and jobs.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to envision and handle your sales procedure from list building to job conclusion.
You can classify contacts, develop custom phases, set suggestions, and track interactions, guaranteeing that no chance slips through the cracks.
Seamless Collaboration and Team Effort:.
facilitates partnership by enabling you to share pipelines and interact with staff member within the platform.
You can assign jobs, share important e-mails, and team up in real-time, boosting performance and ensuring everyone remains on the very same page.
‘s versatile workflow system enables you to customize your pipelines and automate repeated jobs.
You can produce templates for typical e-mail responses, schedule follow-ups, and set up reminders, conserving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, uses benefits in terms of coding and software application development. Here’s how:.
supplies a robust API and substantial designer paperwork, making it simple to incorporate with other tools and construct custom services.
This versatility permits freelance journalists with coding skills to extend the performance of and tailor it to their particular needs.
Job Management for Software Development:.
‘s pipeline feature can be adapted to manage software advancement tasks, from ideation to implementation.
You can develop custom-made phases for different development stages, designate jobs to employee, and track development efficiently.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive interface and user friendly features, lessening the discovering curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collective functions that boost teamwork and interaction.
Developer-friendly API for integration and personalization.
Cost-efficient service for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation functions.
Reliance on Gmail for full performance, restricting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
provides a more inexpensive option, particularly for freelancers and small companies.
HubSpot has a complimentary variation, however advanced features require a higher-tier paid membership.
Features and Intricacy:.
supplies a more comprehensive suite of features, including advanced marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Both and integrate with numerous third-party tools.
‘s smooth combination with Gmail is beneficial for users greatly reliant on e-mail interaction.
As a freelance journalist, managing your hiring process and customer relationships is critical to your success. offers a user-friendly and inexpensive option that effortlessly integrates with Gmail, allowing you to enhance your operations and focus on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re an editor, writer, or material 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.