As an experienced freelance journalist, I comprehend the obstacles of handling jobs, tracking leads, and supporting customer relationships. In this article, I will delve into the benefits of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for beginners hey guys invite back in this video I will be showing you how to utilize Streak Crm Is Safe for your consumer relations partnership interaction and much more so let’s get into it first of all you require 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 easy Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is actually fantastic and I’ll show you how to do that as a complete beginner it will help you customize a best process for your group and you will have the ability to get your work done now let’s actually enter into the procedure now is offered as an extension and it’s entirely free so once you get to the website you’ll get this choice here which is contribute 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 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 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 sign in make sure to sign.
into the exact same Gmail that you have added the uh you know streak to now it will ask you for your access and we’re gon na merely scroll down and click on enable after including this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting just recently viewed all tracked emails and updated reply and after that we have this new alternative 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 resembles our brand-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 actually do that you will click on brand-new pipeline here and we have different options to start with we have the stages so this is where you will choose these phases for your pipeline and you can really we have a lead called pitched demonstration 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 deal 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 on top and you will give your stage a name let’s state that you actually wanted to develop another um you understand phase here for instance let’s say I didn’t have no strings so I can produce right here.
and you can provide it your color so we can in fact pick various colors for each of the stages however I think all of these are really already developed so this is really pretty remarkable what I will do is I will in fact get rid of this one and if you seem like there is um I think pitched and demo are type 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 in fact let’s eliminate the demo here and then 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 this plus here and we have complimentary type a date check box drop down General e-mail email 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 go with this one here this is the field that was actually missing out on and I’ll in fact reorganize and put the notes here all right e-mail thread count close date fine company’s size offer size and Business size okay let’s get rid of the company size and I’m gon na in fact find something else within the general where we have actually created by date developed fans and more so I in fact want to go for the developed.
by or possibly the followers due to the fact that I want to track my team members that are really following this so I will you know put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a great deal of options available within streak is in fact one of the easiest and one of the most uh you know versatile out there it’s really easy to use with design templates we have projects too within my project once again if I didn’t want to choose these sales if I did with tasks then I can choose the project stages right here and again the fields the process is going to be comparable you will choose these phases from here on this plus button here and you can also offer it different various colors we also have organization Dev here you can see then we have employing so if you do employing then this is going to be your phases task search financier fundraising others property assistance and customized So within our assistance you can see we have actually incoming assigned working on solved and noise this is really pretty good and we likewise have custom where I can really start something from the scratch totally according to my service for me we simply have the sales so I’m gon na go with the sales here and click on create private or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click on develop now it will simply take a 2nd for a street to develop a pipeline for me so you can see this really looks pretty good now I will be able to add my Lead Series so you can in fact click on this drop down and we have manage stage or rename so as I proceed as I add 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 on ADD box here and I’m going to include a box in the lead area here and let’s simply call it new and click on enter so now you can see we have one lead created let’s say 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 2 we can really open this up in a brand-new tab from here too however 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 negotiating so I’ll just simply click new now as soon as you create a lead we can actually click on this link and it will now open the various fields that we added so this is a new Elite that I developed and we have all of these different columns we have the fields that we produced keep in mind and then we have welcome colleagues so from here I can welcome the team members we have add columns we have e-mails files and comments you can switch to the e-mails and it will reveal you the e-mails that you got in files we can even submit files and then we have the comments at the top here again we have the call log we have our conference notes and we even have our.
attachments so this is how you develop a lead within your as soon as you’re made with this you can in fact click on enter 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 gotten in touch with and something like this and this is where you will be getting your list we can select different leads from here the stages and we can perform bulk actions such as deleting and sharing also uh one more thing with srix on top you will be able to see we have personal option we have these 3 dots where we can discover these stages Integrations and automation this is one of the crucial ones click on this link and you’ll have the ability to in fact integrate um other apps within yourr transfer information for notices for automations custom-made constructs and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they very easily and develop our CSV files similarly now I can switch to my different folders that we have here and I can create a new pipeline we can switch to our simple Gmail very easily from here and it will also show me the e-mails that I will be receiving for my pipelines that I have developed we will even have our combine emails now with our so this is the merge email and with merge email what takes place is I can actually develop a follow-up emails and different storage e-mails here and we have active advises so utilizing is really simple you can get started free of charge by just including the integration and now you understand how to utilize as a total beginner do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me provide some context about my profession and how it connects to. As a freelance journalist, I have actually worked with various customers, handled multiple jobs at the same time, and maintained a substantial network of contacts. Balancing these duties can be overwhelming, and I recognized the need for a centralized system to streamline my operations.
In my quest for a solution, I checked out numerous platforms however discovered them to be either too complex or too expensive for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly integrates with Gmail, making it perfect for self-employed reporters who heavily count on email interaction. Here are some essential advantages of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Organization:.
allows you to track and arrange your emails easily, providing you a clear overview of your communications with clients, leads, and partners.
You can create customizable pipelines straight within your inbox, making it simple to handle and keep an eye on the development of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to picture and handle your sales procedure from list building to project conclusion.
You can categorize contacts, create custom phases, set reminders, and track interactions, guaranteeing that no chance slips through the fractures.
Smooth Collaboration and Team Effort:.
helps with cooperation by enabling you to share pipelines and interact with staff member within the platform.
You can appoint jobs, share essential emails, and work together in real-time, boosting performance and ensuring everyone remains on the very same page.
‘s flexible workflow system allows you to tailor your pipelines and automate recurring tasks.
You can create design templates for typical email actions, schedule follow-ups, and established pointers, saving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, uses benefits in terms of coding and software application advancement. Here’s how:.
supplies a robust API and extensive designer paperwork, making it easy to incorporate with other tools and build custom services.
This flexibility allows self-employed journalists with coding skills to extend the functionality of and customize it to their particular requirements.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to handle software application development tasks, from ideation to release.
You can produce custom-made stages for various development phases, assign jobs to team members, and track development effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and easy-to-use features, minimizing the finding out curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collaborative functions that boost teamwork and communication.
Developer-friendly API for integration and customization.
Economical solution for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for complete performance, limiting compatibility with other email providers.
Contrast with HubSpot CRM:.
While deals significant benefits for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
offers a more economical option, specifically for freelancers and small businesses.
HubSpot has a totally free variation, however advanced features need a higher-tier paid subscription.
Functions and Intricacy:.
provides a more detailed suite of functions, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, offering a structured experience.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is beneficial for users heavily reliant on email communication.
As an independent reporter, managing your hiring process and customer relationships is vital to your success. offers a intuitive and cost effective option that perfectly integrates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it may not have the sophisticated features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a content, author, or editor developer, can empower you to take control of your freelance journalism career by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.