As a skilled freelance journalist, I understand the challenges of managing jobs, tracking leads, and nurturing client relationships. In this post, I will dig into the advantages of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for novices hey men welcome back in this video I will be revealing you how to utilize Streak Crm Upload Csv Error Contains Empty Name for your client relations partnership interaction and a lot more so let’s enter into it first of all you require to go to streak.com and you will land on this site right here now is a kind of CRM that we can add 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 really remarkable and I’ll reveal you how to do that as a complete novice it will assist you tailor a best process for your team and you will be able to get your work done now let’s in fact enter the process now is available as an extension and it’s totally free so as soon as you get to the site you’ll get this alternative 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 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 check in make sure to sign.
into the very same Gmail that you have added the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click enable after adding this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting recently viewed all tracked emails and updated reply and after that we have this brand-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 combines so you can see this is like our new dashboard for here I’ll be able to create a brand-new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go develop a new pipeline let’s actually do that you will click new pipeline here and we have different alternatives first of all we have the stages so this is where you will select these phases for your pipeline and you can in fact we have actually a lead called pitched demo negotiating close phone closed uh you know then we have supporting fine then we have Fields so in fields we have a date of last email last email from lead Source top priority industry deal size business size close rate e-mail thread count days and state and keeps in mind so if you wish to add another stage you will click on this Plus on top and you will offer your phase a name let’s say 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 create right here.
and you can offer it your color so we can actually pick different colors for each of the stages but I think all of these are really already developed so this is really pretty outstanding what I will do is I will actually eliminate this one and if you feel like there is um I believe pitched and demonstration are type of like the very same thing we simply choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s eliminate the demo 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 desire so you will click on this plus here and we have complimentary kind a date check box fall General email e-mail 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 opt for this one here this is the field that was really missing and I’ll in fact reorganize and put the notes here okay email thread count close date okay company’s size offer size and Company size fine let’s eliminate the business size and I’m gon na actually find something else within the basic where we have produced by date developed fans and more so I actually wish to go for the produced.
by or maybe the followers since I want to track 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 great deal of options offered within streak is in fact among the simplest and among the most uh you understand versatile out there it’s really easy to use with templates we have projects too within my job again if I didn’t wish to opt for these sales if I finished with tasks then I can go with the task phases right here and again the fields the procedure is going to be similar you will select these phases from here on this plus button here and you can also give it different various colors we also have business Dev here you can see then we have employing so if you do employing then this is going to be your phases task search investor fundraising others realty support and custom-made So within our assistance you can see we have inbound assigned working on fixed and noise this is actually respectable and we likewise have custom where I can really start something from the scratch completely according to my company for me we simply have the sales so I’m gon na go with the sales here and click on produce personal or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click develop now it will simply take a second for a street to create a pipeline for me so you can see this actually looks respectable now I will be able to add my Lead Series so you can actually click this fall and we have manage phase or rename so as I continue as I include various leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click on the top here include a box so click on ADD box here and I’m going to include a box in the lead section here and let’s simply call it brand-new and click on get in so now you can see we have actually one lead produced let’s say that there is actually closed one so I’m going to add one here let’s just for now let’s call it new I’m going to include another lead let’s call it brand-new two 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 by doing this now you can see we have 2 leads then let’s say there was a called also there’s one working out so I’ll just merely click on brand-new now as soon as you produce a lead we can really click on this link and it will now open up the various fields that we included so this is a brand-new Elite that I produced and we have all of these different columns we have the fields that we developed remember and then we have invite teammates so from here I can invite the employee we have include columns we have e-mails files and remarks you can change to the emails and it will reveal you the emails that you got in files we can even submit files and after that we have the comments 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 create a lead within your when you’re done with this you can really click on enter 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 2 leads one gotten in touch with 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 as well uh one more thing with srix on top you will be able to see we have private choice we have these three dots where we can find these phases Integrations and automation this is among the important ones click on this link and you’ll be able to really integrate um other apps within yourr transfer information for alerts for automations custom-made constructs and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they really easily and create our CSV files similarly now I can change to my various folders that we have here and I can develop a new pipeline we can switch to our basic Gmail extremely easily from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have actually developed we will even have our combine emails now with our so this is the combine email and with merge e-mail what happens is I can in fact develop a follow-up e-mails and various storage emails here and we have active instructs so using is really easy you can get going for free by just adding the integration and now you understand how to use as a complete novice do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me provide some context about my career and how it relates to. As an independent reporter, I’ve worked with various clients, handled several tasks concurrently, and maintained a comprehensive network of contacts. Balancing these responsibilities can be frustrating, and I recognized the requirement for a central system to streamline my operations.
In my quest for a solution, I explored numerous platforms but discovered them to be either too pricey or too complicated for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly integrates with Gmail, making it perfect for freelance reporters who greatly depend on email interaction. Here are some crucial benefits of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Organization:.
permits you to track and arrange your emails easily, offering you a clear summary of your communications with clients, leads, and partners.
You can develop adjustable pipelines straight within your inbox, making it simple to handle and monitor the development of your jobs and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to envision and manage your sales procedure from list building to task conclusion.
You can categorize contacts, create customized phases, set suggestions, and track interactions, guaranteeing that no opportunity slips through the fractures.
Seamless Cooperation and Teamwork:.
assists in collaboration by enabling you to share pipelines and interact with team members within the platform.
You can assign jobs, share essential emails, and work together in real-time, improving efficiency and guaranteeing everybody remains on the exact same page.
‘s flexible workflow system allows you to personalize your pipelines and automate recurring tasks.
You can create templates for common email reactions, schedule follow-ups, and established suggestions, conserving you valuable time and effort.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, uses advantages in terms of coding and software advancement. Here’s how:.
provides a robust API and substantial developer documents, making it simple to integrate with other tools and build custom-made services.
This flexibility enables self-employed reporters with coding abilities to extend the functionality of and tailor it to their specific needs.
Project Management for Software Development:.
‘s pipeline function can be adapted to handle software application advancement jobs, from ideation to deployment.
You can develop custom stages for various development phases, assign tasks to employee, and track development efficiently.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and easy-to-use features, reducing the finding out curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collaborative functions that improve teamwork and interaction.
Developer-friendly API for combination and customization.
Cost-efficient option for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation functions.
Dependence on Gmail for full performance, limiting compatibility with other email providers.
Contrast with HubSpot CRM:.
While offers considerable benefits for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more cost effective option, particularly for freelancers and small companies.
HubSpot has a totally free variation, but advanced functions need a higher-tier paid membership.
Functions and Complexity:.
offers a more thorough suite of features, consisting of sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Both and incorporate with various third-party tools.
‘s seamless integration with Gmail is helpful for users greatly reliant on email interaction.
As an independent reporter, managing your hiring procedure and client relationships is vital to your success. offers a budget friendly and intuitive solution that effortlessly integrates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it may not have the sophisticated functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a material, editor, or writer creator, can empower you to take control of your freelance journalism profession by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.