As a seasoned freelance journalist, I understand the obstacles of handling tasks, tracking leads, and supporting customer relationships. In this post, I will dive into the advantages of utilizing for freelance journalism, explore its features 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 revealing you how to use Streak Crm Landing Page for your consumer relations cooperation interaction and far more so let’s enter into it first of all you need to go to streak.com and you will land on this website right here now is a type of CRM that we can contribute 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 remarkable and I’ll show you how to do that as a total newbie it will assist you customize a perfect process for your group and you will have the ability to get your work done now let’s really get into the process now is offered as an extension and it’s entirely free so when you get to the site 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 on contribute to Chrome click ADD extension and your extension will be added alright 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 simply sign in make sure to sign.
into the same Gmail that you have actually added the uh you know streak to now it will ask you for your gain access to and we’re gon na just scroll down and click on allow after including this is what your Gmail will appear like now you can see here in our simple you know folders we are getting just recently viewed all tracked e-mails and updated reply and then we have this brand-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 brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go create a new pipeline let’s actually do that you will click new pipeline here and we have various choices first off we have the stages so this is where you will select these stages for your pipeline and you can in fact we have actually a lead called pitched demonstration negotiating close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority market offer size company size close rate email thread count days and state and notes so if you wish to add another stage you will click this Plus on top and you will offer your stage a name let’s state that you really wished to create another um you know phase 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 however I think all of these are really already created so this is really quite impressive what I will do is I will actually get rid of this one and if you feel like there is um I believe pitched and demo are type of like the same thing we just go with 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 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 totally free form a date check box fall General e-mail 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 choose this one here this is the field that was in fact missing and I’ll really rearrange and put the notes here alright e-mail thread count close date fine company’s size offer size and Company size okay let’s get rid of the company size and I’m gon na actually discover something else within the general where we have developed by date developed followers and more so I really wish to choose the developed.
by or maybe the followers because I wish to monitor my team members 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 wanted for my pipeline now you can see there are a lot of alternatives readily available within streak is really one of the most convenient and one of the most uh you understand flexible out there it’s extremely easy to use with templates we have projects too within my job once again if I didn’t wish to go for these sales if I finished with jobs then I can choose the job 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 likewise offer it different various colors we also have company Dev here you can see then we have employing so if you do working with then this is going to be your stages job search financier fundraising others property assistance and customized So within our assistance you can see we have actually incoming designated working on fixed and noise this is actually pretty good and we also have custom-made where I can in fact start something from the scratch completely according to my service for me we merely have the sales so I’m gon na opt for the sales here and click create private or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click on create now it will simply take a second for a street to produce a pipeline for me so you can see this actually looks pretty good now I will be able to include my Lead Series so you can actually click on this fall and we have handle phase or relabel so as I continue as I include various leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click the top here include a box so click 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 get in so now you can see we have one lead developed let’s state that there is in fact 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 2 we can really open this up in a 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 contacted as well there’s one working out so I’ll just merely click on new now when you develop a lead we can in fact click here and it will now open the various fields that we included so this is a new Elite that I created and we have all of these different columns we have the fields that we produced keep in mind and after that we have invite colleagues so from here I can invite the employee we have add columns we have e-mails files and remarks you can switch to the e-mails and it will show you the e-mails that you got in files we can even upload files and after that we have the comments at the top here once again we have the call log we have our meeting notes and we even have our.
accessories so this is how you develop a lead within your when you’re made with this you can really 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 two leads one contacted 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 perform bulk actions such as erasing and sharing as well uh another thing with srix at the top you will have the ability to see we have personal option we have these three dots where we can discover these phases Integrations and automation this is one of the important ones click here and you’ll be able to actually integrate um other apps within yourr transfer data for notifications for automations custom develops and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they really quickly and create our CSV files likewise now I can change to my different folders that we have here and I can develop a brand-new pipeline we can change to our simple Gmail really easily from here and it will also reveal me the emails that I will be getting for my pipelines that I have actually produced we will even have our combine e-mails now with our so this is the merge email and with merge e-mail what takes place is I can in fact develop a follow-up emails and different storage e-mails here and we have active instructs so utilizing is actually simple you can start free of charge by just adding the combination and now you understand how to utilize as a total newbie do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me offer some context about my profession and how it connects to. As a freelance journalist, I’ve worked with various customers, managed numerous jobs all at once, and kept an extensive network of contacts. Juggling these obligations can be overwhelming, and I acknowledged the requirement for a centralized system to streamline my operations.
In my quest for an option, I checked out various platforms but found them to be either too intricate or too costly for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly integrates with Gmail, making it perfect for self-employed reporters who greatly count on e-mail interaction. Here are some crucial benefits of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Company:.
permits you to track and organize your emails effortlessly, offering you a clear introduction of your communications with clients, leads, and partners.
You can create adjustable pipelines directly within your inbox, making it easy to monitor the progress and handle of your projects and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to envision and handle your sales procedure from list building to job completion.
You can classify contacts, produce custom phases, set reminders, and track interactions, ensuring that no chance slips through the cracks.
Seamless Cooperation and Team Effort:.
assists in collaboration by allowing you to share pipelines and interact with staff member within the platform.
You can designate tasks, share important e-mails, and work together in real-time, improving efficiency and making sure everybody stays on the same page.
‘s versatile workflow system enables you to tailor your pipelines and automate recurring tasks.
You can produce templates for common e-mail actions, schedule follow-ups, and established reminders, conserving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, uses advantages in regards to coding and software application advancement. Here’s how:.
supplies a robust API and comprehensive designer documents, making it easy to integrate with other tools and build customized options.
This flexibility enables self-employed reporters with coding abilities to extend the functionality of and tailor it to their specific requirements.
Job Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to handle software application advancement projects, from ideation to implementation.
You can create custom-made phases for various development phases, assign jobs to employee, and track progress efficiently.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and user friendly features, lessening the discovering curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collaborative functions that enhance team effort and communication.
Developer-friendly API for integration and personalization.
Cost-effective option for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for full performance, restricting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
uses a more budget-friendly solution, specifically for freelancers and small businesses.
HubSpot has a free version, however advanced functions require a higher-tier paid subscription.
Features and Complexity:.
provides a more comprehensive suite of features, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, using a structured experience.
Both and integrate with different third-party tools.
‘s seamless integration with Gmail is useful for users heavily reliant on email interaction.
As a freelance reporter, managing your hiring process and client relationships is paramount to your success. offers a instinctive and affordable option that seamlessly integrates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect 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 efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.