As a seasoned freelance reporter, I understand the difficulties of handling projects, tracking leads, and nurturing customer relationships. In this post, I will delve into the benefits of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey men invite back in this video I will be showing you how to utilize Streak Crm Medium Integrations for your consumer relations cooperation interaction and far more so let’s enter it first off you need to go to streak.com and you will land on this site right here now is a kind of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is really remarkable and I’ll show you how to do that as a complete newbie it will help you customize an ideal procedure for your group and you will be able to get your work done now let’s really get into the process now is offered as an extension and it’s completely free so when you get to the site 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 on add to Chrome click on ADD extension and your extension will be added all right 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 sign in make sure to sign.
into the very 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 merely scroll down and click permit after including this is what your Gmail will look like now you can see here in our basic you understand folders we are getting recently seen all tracked e-mails and upgraded reply and then we have this brand-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 combines so you can see this is like our brand-new control panel for here I’ll have the ability to create a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go produce a brand-new pipeline let’s in fact do that you will click brand-new pipeline here and we have different options firstly we have the stages so this is where you will pick these stages for your pipeline and you can actually we have a lead gotten in touch with pitched demonstration working out 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 e-mail from lead Source priority market deal size business size close rate email thread count days and state and keeps in mind so if you wish to include another stage you will click on this Plus on top and you will give your stage a name let’s say that you actually wanted to develop another um you know phase here for instance let’s state I didn’t have no strings so I can develop right here.
and you can give it your color so we can actually pick different colors for each of the stages but I believe all of these are actually currently created so this is actually pretty impressive what I will do is I will in fact get rid of this one and if you seem like there is um I believe pitched and demo are type of like the same thing we simply opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is in fact let’s get rid of the demo here and after that we have negotiating with negotiating I can go with 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 various fields that you want so you will click on this plus here and we have free kind a date check box drop down General e-mail e-mail tracking task calls and conferences 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 actually missing out on and I’ll actually rearrange and put the notes here fine email thread count close date okay business’s size offer size and Company size alright let’s eliminate the business size and I’m gon na actually find something else within the general where we have actually created by date produced fans and more so I really want to go for the created.
by or perhaps the fans because I wish to track my staff member that are actually following this so I will you know 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 great deal of choices readily available within streak is really among the easiest and among the most uh you understand flexible out there it’s really easy to use with templates we have projects too within my project again if I didn’t want to go for these sales if I made with projects then I can opt for the job phases right here and again the fields the process is going to be comparable you will pick these phases from here on this plus button here and you can also provide it different various colors we likewise have business Dev here you can see then we have employing so if you do working with then this is going to be your phases job search financier fundraising others real estate support and custom-made So within our support you can see we have incoming assigned working on dealt with and sound this is really respectable and we also have customized where I can in fact start something from the scratch totally according to my service for me we just have the sales so I’m gon na choose the sales here and click produce private or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click develop now it will simply take a 2nd for a street to produce a pipeline for me so you can see this actually looks respectable now I will have the ability to include my Lead Series so you can in fact click this drop down and we have handle phase or rename so as I continue as I add different leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click the top here add a box so click ADD box here and I’m going to add a box in the lead section here and let’s simply call it brand-new and click on enter so now you can see we have actually one lead developed 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 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 in this manner now you can see we have 2 leads then let’s state there was a called too there’s one working out so I’ll just merely click brand-new now once you create a lead we can actually click on this link and it will now open the different fields that we added so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we developed keep in mind and then we have welcome colleagues so from here I can welcome the employee we have add columns we have emails files and comments you can switch to the emails and it will reveal you the emails that you got in files we can even submit files and then we have the remarks 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 produce a lead within your once you’re made with this you can in fact click on enter and it will be closed now it will show you something like this we have all of our data 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 select various leads from here the stages and we can perform bulk actions such as deleting and sharing as well uh one more thing with srix at the top you will be able to see we have private option we have these three dots where we can find these phases Integrations and automation this is among the crucial ones click here and you’ll be able to actually incorporate um other apps within yourr transfer information for notifications for automations customized builds and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they very easily and create our CSV files likewise now I can switch to my various folders that we have here and I can produce a new pipeline we can change to our basic Gmail really easily from here and it will also reveal me the emails that I will be receiving for my pipelines that I have actually created we will even have our merge e-mails now with our so this is the combine e-mail and with combine e-mail what occurs is I can in fact create a follow-up e-mails and different storage e-mails here and we have active instructs so utilizing is really easy you can begin totally free by just including the combination and now you know how to use as a total beginner do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me provide some context about my career and how it relates to. As an independent journalist, I have actually dealt with many customers, handled multiple tasks simultaneously, and maintained an extensive network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the requirement for a central system to improve my operations.
In my mission for a solution, I explored various platforms but found them to be either too pricey or too complex 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 flawlessly integrates with Gmail, making it perfect for freelance journalists who heavily count on e-mail interaction. Here are some essential advantages of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Organization:.
permits you to track and organize your e-mails effortlessly, giving you a clear overview of your interactions with clients, leads, and collaborators.
You can develop adjustable pipelines directly within your inbox, making it easy to keep an eye on the development and handle of your jobs and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to picture and manage your sales procedure from lead generation to task completion.
You can categorize contacts, produce custom-made stages, set pointers, and track interactions, ensuring that no opportunity slips through the fractures.
Smooth Cooperation and Teamwork:.
facilitates cooperation by permitting you to share pipelines and communicate with employee within the platform.
You can appoint tasks, share crucial e-mails, and work together in real-time, enhancing productivity and ensuring everybody stays on the very same page.
‘s versatile workflow system enables you to personalize your pipelines and automate recurring jobs.
You can develop design templates for common email actions, schedule follow-ups, and set up tips, saving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, offers benefits in terms of coding and software development. Here’s how:.
offers a robust API and comprehensive designer documents, making it simple to incorporate with other tools and build customized solutions.
This flexibility allows independent reporters with coding skills to extend the performance of and customize it to their specific needs.
Job Management for Software Development:.
‘s pipeline function can be adjusted to manage software application advancement projects, from ideation to release.
You can create custom phases for different development stages, designate jobs to team members, and track progress efficiently.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and easy-to-use functions, minimizing the finding out curve.
Personalized pipelines and workflows to adjust to private requirements.
Collaborative functions that improve team effort and interaction.
Developer-friendly API for combination and personalization.
Economical option for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation functions.
Dependence on Gmail for full performance, limiting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more economical solution, specifically for freelancers and small companies.
HubSpot has a totally free version, however advanced functions need a higher-tier paid membership.
Features and Intricacy:.
provides a more comprehensive suite of features, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, using a structured experience.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is beneficial for users heavily reliant on email communication.
As a freelance journalist, managing your hiring process and customer relationships is critical to your success. deals a budget friendly and instinctive option that flawlessly integrates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it might not have the advanced features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re an editor, content, or author creator, can empower you to take control of your freelance journalism profession by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.