As an experienced freelance journalist, I understand the obstacles of managing projects, tracking leads, and supporting client relationships. In this short article, I will dive into the benefits 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 use for beginners hey men invite back in this video I will be showing you how to utilize Streak Crm Implementation Accreditation for your customer relations partnership communication and far more so let’s enter into it first off you need to go to streak.com and you will arrive on this website right here now is a sort of CRM that we can add 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 fantastic and I’ll show you how to do that as a complete novice it will help you tailor a best procedure for your group and you will be able to get your work done now let’s in fact enter the process now is offered as an extension and it’s totally free so as soon as you get to the website you’ll get this option 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 add 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 simply check in make certain 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 simply scroll down and click allow after including this is what your Gmail will look like now you can see here in our basic you know folders we are getting recently viewed all tracked e-mails and updated reply and after that we have this new option 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 be able to produce a brand-new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go create a brand-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 actually a lead gotten in touch with pitched demonstration negotiating close phone closed uh you know then we have supporting all right then we have Fields so in fields we have a date of last e-mail last email from lead Source concern market offer size company size close rate e-mail thread count days and state and notes so if you wish to include another stage you will click on this Plus at the top and you will offer your stage a name let’s state that you in fact wished to create another um you know stage here for instance let’s state I didn’t have no strings so I can produce right here.
and you can offer it your color so we can really select different colors for each of the stages but I think all of these are actually currently produced so this is in fact pretty excellent what I will do is I will actually get rid of this one and if you seem like there is um I think pitched and demo are kind of like the exact same thing we simply go with 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 working out 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 want so you will click this plus here and we have complimentary kind 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 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 actually missing out on and I’ll really rearrange and put the notes here alright email thread count close date okay company’s size deal size and Business size okay let’s eliminate the company size and I’m gon na really find something else within the basic where we have produced by date created followers and more so I actually want to opt for the developed.
by or maybe the followers due to the fact that I wish to keep an eye on my employee 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 choices offered within streak is in fact one of the simplest and among the most uh you know flexible out there it’s extremely easy to use with design templates we have tasks too within my project once again if I didn’t want to choose these sales if I made with tasks then I can choose the project phases right here and again the fields the procedure is going to be similar you will choose these stages from here on this plus button here and you can also provide it various various colors we likewise have organization Dev here you can see then we have hiring so if you do hiring then this is going to be your stages task search investor fundraising others property support and custom So within our support you can see we have actually inbound assigned dealing with fixed and sound this is actually pretty good and we likewise have customized where I can in fact start something from the scratch totally according to my business for me we just 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 a staff member so I’m going to choose the shared one here and click develop now it will just take a second for a street to produce a pipeline for me so you can see this actually looks respectable now I will be able to include my Lead Series so you can really click on this fall and we have handle stage or rename so as I proceed as I include different leads here what I I will do is I’ll just merely 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 just call it brand-new and click on get in so now you can see we have actually one lead produced let’s state that there is really 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 in fact open this up in a brand-new tab from here too but 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 called also there’s one negotiating so I’ll just merely click on new now once you produce a lead we can in fact click here and it will now open up the different fields that we added so this is a brand-new Elite that I developed and we have all of these various columns we have the fields that we created remember and after that we have invite colleagues so from here I can welcome the staff member we have add columns we have emails 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 submit 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.
attachments so this is how you develop a lead within your when you’re done with this you can in fact click get in 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 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 carry out bulk actions such as deleting and sharing also uh one more thing with srix at the top you will have the ability to see we have private option we have these 3 dots where we can find these phases Combinations and automation this is among the crucial ones click here and you’ll have the ability to actually integrate um other apps within yourr transfer data for notices for automations custom-made constructs and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really quickly and produce our CSV files similarly now I can change to my various folders that we have here and I can produce a new pipeline we can switch to our basic Gmail really quickly from here and it will likewise show me the emails that I will be getting for my pipelines that I have created we will even have our merge emails now with our so this is the combine e-mail and with merge email what takes place is I can really develop a follow-up e-mails and various storage e-mails here and we have active instructs so utilizing is actually simple you can get started totally free by just including the combination and now you understand how to utilize as a total newbie don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me provide some context about my profession and how it connects to. As an independent reporter, I’ve worked with numerous clients, managed numerous tasks concurrently, and kept a substantial network of contacts. Balancing these obligations can be frustrating, and I recognized the requirement for a centralized system to simplify my operations.
In my quest for a solution, I explored various platforms however found them to be either too expensive or too complex for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly integrates with Gmail, making it perfect for self-employed reporters who greatly count on email communication. Here are some crucial advantages of using for your freelance journalism employing process:.
Intuitive Email Tracking and Company:.
allows you to track and arrange your e-mails easily, providing you a clear summary of your interactions with customers, leads, and partners.
You can produce adjustable pipelines directly within your inbox, making it easy to handle and keep track of the progress of your tasks and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to envision and handle your sales procedure from list building to task conclusion.
You can classify contacts, create custom stages, set pointers, and track interactions, guaranteeing that no chance slips through the fractures.
Seamless Cooperation and Team Effort:.
helps with cooperation by enabling you to share pipelines and communicate with employee within the platform.
You can designate jobs, share important e-mails, and collaborate in real-time, improving efficiency and making sure everybody stays on the same page.
‘s versatile workflow system enables you to customize your pipelines and automate repetitive tasks.
You can produce templates for typical e-mail responses, schedule follow-ups, and established tips, saving you valuable time and effort.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, provides benefits in terms of coding and software development. Here’s how:.
supplies a robust API and substantial developer paperwork, making it simple to incorporate with other tools and develop custom options.
This flexibility permits freelance reporters with coding abilities to extend the performance of and customize it to their particular requirements.
Job Management for Software Development:.
‘s pipeline function can be adjusted to handle software development projects, from ideation to release.
You can create customized stages for different development phases, assign jobs to team members, and track development effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly user interface and easy-to-use functions, lessening the learning curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collaborative functions that improve team effort and communication.
Developer-friendly API for combination and customization.
Cost-efficient solution for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for complete functionality, restricting compatibility with other email providers.
Comparison with HubSpot CRM:.
While deals significant benefits for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
uses a more budget friendly solution, especially for freelancers and small companies.
HubSpot has a complimentary variation, however advanced functions require a higher-tier paid subscription.
Functions and Intricacy:.
provides a more extensive suite of features, including advanced marketing automation and analytics.
concentrates on simpleness and ease of use, using a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s smooth integration with Gmail is useful for users greatly reliant on email communication.
As a self-employed journalist, handling your hiring procedure and customer relationships is paramount to your success. offers a cost effective and intuitive solution that effortlessly integrates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it may not have the innovative functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a content, writer, or editor 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 impact of Streak CRM in your freelance journalism endeavors.