As a skilled freelance journalist, I understand the challenges of handling projects, tracking leads, and supporting customer relationships. In this post, I will dig into the advantages of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey people welcome back in this video I will be revealing you how to use Streak Crm Can You Rank A Company for your customer relations partnership communication and far more so let’s get into it first off you require to go to streak.com and you will arrive on this site right here now is a type of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is truly fantastic and I’ll reveal you how to do that as a complete novice it will help you personalize an ideal process for your team and you will be able to get your work done now let’s really get into the procedure now is readily available as an extension and it’s entirely free so as soon as you get to the website you’ll get this choice here which is add 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 contribute to Chrome click 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 just check in make certain to sign.
into the same Gmail that you have actually included the uh you know streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click enable after adding this is what your Gmail will look like now you can see here in our simple you understand folders we are getting just recently seen all tracked e-mails and upgraded reply and after that we have this 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 resembles our brand-new control panel for here I’ll have the ability to produce a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go develop a new pipeline let’s actually do that you will click on new pipeline here and we have various alternatives first off we have the stages so this is where you will select these phases for your pipeline and you can really we have a lead gotten in touch with pitched demo negotiating close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last email last email from lead Source concern industry offer size company size close rate e-mail thread count days and state and keeps in mind so if you wish to add another phase you will click on this Plus at the top and you will provide your phase a name let’s state that you in fact wished to develop another um you know phase here for example 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 really select different colors for each of the stages however I believe all of these are actually currently developed so this is really pretty remarkable what I will do is I will really eliminate this one and if you feel like there is um I think pitched and demo are kind of like the very same thing we simply choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s get rid of 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 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 form a date check box drop down General e-mail email tracking job 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 out on and I’ll really reorganize and put the notes here fine email thread count close date all right business’s size offer size and Company size fine let’s get rid of the business size and I’m gon na in fact discover something else within the basic where we have created by date created followers and more so I actually wish to choose the developed.
by or possibly the followers because I want to monitor my staff member that are in fact following this so I will you understand put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a lot of options readily available within streak is actually one of the simplest and among the most uh you understand 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 choose these sales if I did with tasks then I can opt for the project stages right here and once again the fields the procedure is going to be similar you will pick these phases from here on this plus button here and you can likewise offer it various various colors we likewise have business 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 assistance and custom-made So within our assistance you can see we have actually incoming designated working on resolved and noise this is actually respectable and we also have customized where I can actually start something from the scratch completely according to my business for me we merely have the sales so I’m gon na go with the sales here and click produce 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 create now it will simply take a second for a street to produce 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 on this fall and we have handle phase or rename so as I continue as I add various 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 include a box so click ADD box here and I’m going to include a box in the lead area here and let’s simply call it brand-new and click go into so now you can see we have one lead produced 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 new two we can actually open this up in a brand-new tab from here too however I’m just for now I’m just gon na work in this manner now you can see we have 2 leads then let’s say there was a called too there’s one working out so I’ll just merely click brand-new now when you create a lead we can really click on this link and it will now open the different fields that we added so this is a new Elite that I produced and we have all of these different columns we have the fields that we produced remember and then we have welcome teammates so from here I can invite the employee we have include columns we have e-mails files and remarks you can change to the emails and it will show you the e-mails that you got in files we can even submit 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 once you’re done with this you can in fact 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 pick various leads from here the stages and we can carry out bulk actions such as erasing and sharing also uh another thing with srix on top you will be able to see we have personal alternative we have these three dots where we can discover these stages Combinations and automation this is one of the important ones click on this link and you’ll have the ability to in fact integrate um other apps within yourr transfer data for alerts for automations customized develops and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely quickly and develop our CSV files similarly now I can change to my various folders that we have here and I can develop a new pipeline we can change to our simple Gmail really easily from here and it will also 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 combine email and with combine e-mail what takes place is I can really produce a follow-up e-mails and different storage emails here and we have active advises so utilizing is truly simple you can get started totally free by simply adding the combination and now you know how to utilize as a total newbie don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me supply some context about my profession and how it relates to. As a self-employed journalist, I’ve dealt with numerous customers, handled several jobs all at once, and preserved a substantial network of contacts. Balancing these duties can be frustrating, and I acknowledged the requirement for a central system to enhance my operations.
In my quest for an option, I checked out various platforms however found them to be either too intricate or too pricey for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly integrates with Gmail, making it ideal for freelance reporters who greatly rely on email interaction. Here are some crucial advantages of using for your freelance journalism working with process:.
Intuitive Email Tracking and Organization:.
enables you to track and organize your emails effortlessly, giving you a clear overview of your interactions with customers, leads, and collaborators.
You can create adjustable pipelines straight within your inbox, making it easy to handle and keep track of the development of your jobs and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to visualize and manage your sales procedure from list building to job conclusion.
You can categorize contacts, create customized phases, set tips, and track interactions, ensuring that no opportunity slips through the cracks.
Smooth Partnership and Teamwork:.
assists in partnership by enabling you to share pipelines and communicate with staff member within the platform.
You can appoint tasks, share important e-mails, and team up in real-time, boosting performance and making sure everybody remains on the very same page.
‘s versatile workflow system enables you to tailor your pipelines and automate recurring tasks.
You can produce templates for typical email actions, schedule follow-ups, and established reminders, saving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, provides benefits in regards to coding and software application development. Here’s how:.
offers a robust API and extensive designer documentation, making it simple to incorporate with other tools and construct custom options.
This versatility allows freelance journalists with coding abilities to extend the performance of and tailor it to their particular needs.
Task Management for Software Application Development:.
‘s pipeline feature can be adapted to handle software application advancement projects, from ideation to release.
You can produce custom phases for various advancement phases, designate tasks to staff member, and track progress efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and easy-to-use functions, lessening the learning curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collaborative functions that enhance teamwork and interaction.
Developer-friendly API for combination and modification.
Cost-effective solution for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for complete performance, restricting compatibility with other email companies.
Comparison with HubSpot CRM:.
While deals considerable benefits for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
offers a more cost effective service, especially for freelancers and small companies.
HubSpot has a totally free variation, however advanced functions need a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more comprehensive suite of functions, including innovative marketing automation and analytics.
concentrates on simplicity and ease of use, offering a streamlined experience.
Both and integrate with different third-party tools.
‘s seamless combination with Gmail is advantageous for users heavily reliant on email interaction.
As an independent reporter, handling your hiring process and customer relationships is vital to your success. offers a inexpensive and instinctive solution that seamlessly incorporates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it may not have the sophisticated features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a content, writer, or editor developer, can empower you to take control of your freelance journalism career by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.