As a skilled freelance journalist, I understand the difficulties of managing projects, tracking leads, and nurturing client relationships. In this short article, I will dig into the advantages of utilizing for self-employed journalism, explore its functions 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 use Streak Crm Tool for your customer relations collaboration communication and far more so let’s enter into it first of all you require to go to streak.com and you will arrive 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 Hub 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 assist you tailor a best process for your group and you will have the ability to get your work done now let’s really enter into the procedure now is available 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 choose 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 adding 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 sign in make sure to sign.
into the 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 seen all tracked emails and upgraded reply and after that we have this new choice 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 dashboard for here I’ll be able to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go produce a brand-new pipeline let’s actually do that you will click brand-new pipeline here and we have various alternatives firstly we have the stages so this is where you will pick these phases for your pipeline and you can in fact we have actually a lead gotten in touch with pitched demo working out close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority market offer size company size close rate e-mail thread count days and state and notes so if you want to add another phase you will click on this Plus on top and you will provide your phase a name let’s state that you actually wanted to develop another um you understand stage here for instance 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 actually choose various colors for each of the stages but I think all of these are actually currently developed so this is in fact pretty remarkable what I will do is I will really get rid of this one and if you feel like there is um I believe pitched and demo are kind of like the very 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 really let’s get rid of the demonstration here and then we have working out with negotiating I can opt for 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 drop down General email 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 go with this one here this is the field that was really missing and I’ll in fact reorganize and put the notes here all right email thread count close date fine company’s size deal size and Business size fine let’s eliminate the business size and I’m gon na really find something else within the basic where we have actually produced by date produced followers and more so I in fact want to opt for the developed.
by or possibly the fans because I want to keep track of my team members that are actually 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 alternatives readily available within streak is really among the easiest and one of the most uh you understand flexible out there it’s extremely easy to use with design templates we have tasks too within my task again if I didn’t wish to opt for these sales if I finished with tasks then I can go with the project stages right here and again the fields the process is going to be comparable you will choose these stages from here on this plus button here and you can also provide it different various colors we likewise have organization Dev here you can see then we have working with so if you do employing then this is going to be your phases job search financier fundraising others property assistance and custom So within our assistance you can see we have incoming assigned dealing with dealt with and sound this is in fact respectable and we also have custom where I can actually start something from the scratch absolutely according to my organization for me we merely 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 staff member so I’m going to opt for the shared one here and click on develop now it will just take a second for a street to develop a pipeline for me so you can see this in fact looks pretty good now I will be able to include my Lead Series so you can actually click this drop down and we have handle stage or relabel so as I proceed as I include various leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click the top here add a box so click on ADD box here and I’m going to add a box in the lead section here and let’s just call it brand-new and click go into so now you can see we have 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 brand-new I’m going to add another lead let’s call it brand-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 this way now you can see we have 2 leads then let’s state there was a contacted as well there’s one negotiating so I’ll just merely click brand-new now as soon as you create a lead we can really click here and it will now open the different fields that we added so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we developed remember and after that we have invite colleagues so from here I can invite the team members we have include columns we have e-mails files and comments you can change to the emails and it will reveal you the emails that you got in files we can even upload files and then 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.
attachments so this is how you produce a lead within your when you’re done with this you can actually click on enter and it will be closed now it will reveal 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 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 carry out bulk actions such as deleting and sharing too uh one more thing with srix at the top you will have the ability to see we have private option we have these three dots where we can discover these stages Integrations and automation this is one of the important ones click on this link and you’ll be able to actually integrate um other apps within yourr transfer information for notifications for automations custom develops and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really quickly and create our CSV files similarly now I can switch to my different folders that we have here and I can produce a brand-new pipeline we can change to our basic Gmail extremely quickly from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have developed we will even have our merge emails now with our so this is the combine email and with combine email what occurs is I can actually produce a follow-up emails and different storage emails here and we have active advises so utilizing is truly easy you can get going for free by just including the combination and now you understand how to utilize as a total novice do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me offer some context about my career and how it associates with. As an independent journalist, I’ve dealt with many clients, handled multiple tasks at the same time, and preserved a substantial network of contacts. Balancing these duties can be frustrating, and I recognized the need for a centralized system to improve my operations.
In my mission for a solution, I explored various platforms however found them to be either too complex or too pricey 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 perfectly integrates with Gmail, making it perfect for independent journalists who greatly rely on e-mail communication. Here are some key advantages of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Organization:.
permits you to track and arrange your emails easily, giving you a clear introduction of your interactions with clients, leads, and partners.
You can produce customizable pipelines directly within your inbox, making it easy to monitor the progress and handle of your assignments and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to visualize and handle your sales procedure from list building to task completion.
You can categorize contacts, develop custom phases, set tips, and track interactions, ensuring that no chance slips through the cracks.
Seamless Collaboration and Team Effort:.
facilitates collaboration by allowing you to share pipelines and interact with team members within the platform.
You can designate tasks, share crucial e-mails, and team up in real-time, improving performance and making sure everyone stays on the very same page.
‘s flexible workflow system enables you to customize your pipelines and automate repeated tasks.
You can create design templates for common e-mail responses, schedule follow-ups, and set up suggestions, conserving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, uses benefits in regards to coding and software application advancement. Here’s how:.
provides a robust API and extensive developer documentation, making it simple to incorporate with other tools and build custom-made solutions.
This flexibility permits freelance journalists with coding skills to extend the performance of and customize it to their specific requirements.
Job Management for Software Advancement:.
‘s pipeline function can be adapted to handle software development tasks, from ideation to deployment.
You can create custom stages for various development stages, appoint jobs to team members, and track development efficiently.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and easy-to-use features, minimizing the discovering curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collective functions that improve teamwork and communication.
Developer-friendly API for integration and modification.
Cost-effective option for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for full functionality, restricting compatibility with other email providers.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more economical service, especially for freelancers and small businesses.
HubSpot has a complimentary variation, but advanced functions require a higher-tier paid membership.
Functions and Complexity:.
supplies a more extensive suite of functions, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s smooth integration with Gmail is helpful for users heavily reliant on e-mail communication.
As a self-employed journalist, handling your hiring procedure and client relationships is critical to your success. offers a budget-friendly and intuitive option that effortlessly integrates with Gmail, enabling you to enhance your operations and focus on your craft. While it may not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, author, or content developer, can empower you to take control of your freelance journalism career by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.