As a skilled freelance journalist, I comprehend the obstacles of handling tasks, tracking leads, and nurturing client relationships. In this post, I will delve into the advantages of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for novices hey men welcome back in this video I will be showing you how to utilize Streak Crm Whatsapp Integration for your consumer relations cooperation communication and far more so let’s enter it to start with you require to go to streak.com and you will land on this site right here now is a sort of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is actually fantastic and I’ll reveal you how to do that as a complete beginner it will assist you customize a perfect process for your team and you will be able to get your work done now let’s really enter the procedure now is available as an extension and it’s completely free so as soon as 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 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 just check 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 just scroll down and click permit after adding this is what your Gmail will look like now you can see here in our simple you understand folders we are getting just recently seen all tracked emails and upgraded reply and after that we have this new alternative which is the pipeline so if I click on 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 control panel for here I’ll be able to develop a brand-new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go create a new pipeline let’s really do that you will click on new pipeline here and we have various choices first off we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have actually a lead contacted 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 e-mail last email from lead Source concern industry deal size company size close rate email thread count days and state and keeps in mind so if you wish to add another stage you will click this Plus at the top and you will offer your stage a name let’s say that you actually wished to develop another um you understand stage here for instance let’s state I didn’t have no strings so I can develop 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 actually already created so this is actually quite outstanding 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 simply choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s get rid of the demonstration here and after that we have working out with negotiating I can opt for like in progress or something and now you can see these are my phases then I will scroll down to the fields here with each pipeline what are the various fields that you want so you will click this plus here and we have complimentary form a date check box fall General email email tracking job calls and conferences so I don’t 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 actually missing and I’ll really rearrange and put the notes here okay email thread count close date all right business’s size deal 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 produced by date developed fans and more so I in fact wish to go for the produced.
by or perhaps the followers since I want to monitor my employee that are actually following this so I will you understand put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a lot of options offered within streak is really among the most convenient and among the most uh you know versatile out there it’s very easy to use with design templates we have tasks too within my project once again if I didn’t want to choose these sales if I finished with projects then I can choose the project stages right here and once again the fields the process is going to be similar you will pick these phases from here on this plus button here and you can also give it different different colors we likewise have business Dev here you can see then we have working with so if you do hiring then this is going to be your phases task search investor fundraising others realty assistance and custom-made So within our assistance you can see we have actually incoming appointed dealing with dealt with and sound this is actually respectable and we also have custom-made where I can really start something from the scratch completely according to my company 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 choose the shared one here and click on create 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 add my Lead Series so you can in fact click on this fall and we have manage stage or relabel so as I continue as I add various leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click on the top here include a box so click ADD box here and I’m going to include a box in the lead section here and let’s simply call it new and click on get in so now you can see we have actually one lead created 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 brand-new I’m going to add another lead let’s call it new 2 we can in fact 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 two leads then let’s state there was a contacted too there’s one negotiating so I’ll just merely click on brand-new now when you produce a lead we can in fact click on this link and it will now open the various 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 produced keep in mind and then we have invite teammates so from here I can invite the team members we have add columns we have e-mails files and comments you can switch to the e-mails and it will show you the emails that you got in files we can even submit files and then we have the remarks at the top here 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 as soon as you’re finished with this you can really click on enter and it will be closed now it will reveal you something like this we have all of our data collected here and at the top we’re getting our account such as two leads one called 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 deleting and sharing as well uh another thing with srix at the top you will have the ability to see we have private choice 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 have the ability to actually integrate um other apps within yourr transfer data for notices for automations custom builds 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 produce our CSV files similarly now I can switch to my different folders that we have here and I can develop a brand-new pipeline we can switch to our simple Gmail extremely easily from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have actually created we will even have our combine e-mails now with our so this is the combine e-mail and with merge e-mail what occurs is I can in fact create a follow-up e-mails and different storage emails here and we have active instructs so utilizing is really simple you can begin totally free by just including the integration and now you understand how to use as a total beginner do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me offer some context about my career and how it relates to. As a self-employed journalist, I’ve dealt with many customers, managed several tasks all at once, and maintained a substantial network of contacts. Juggling these duties can be overwhelming, and I recognized the need for a centralized system to simplify my operations.
In my mission for a solution, I explored various platforms however found them to be either too complicated or too costly for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly incorporates with Gmail, making it perfect for freelance journalists who heavily count on email interaction. Here are some key advantages of using for your freelance journalism working with process:.
Intuitive Email Tracking and Organization:.
allows you to track and arrange your emails effortlessly, providing you a clear overview of your communications with customers, leads, and collaborators.
You can develop customizable pipelines straight within your inbox, making it easy to manage and keep track of the progress of your tasks and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to picture and handle your sales process from lead generation to project conclusion.
You can classify contacts, develop custom-made phases, set tips, and track interactions, making sure that no chance slips through the cracks.
Seamless Cooperation and Teamwork:.
helps with partnership by allowing you to share pipelines and interact with staff member within the platform.
You can designate tasks, share important e-mails, and team up in real-time, improving productivity and making sure everybody remains on the exact same page.
‘s versatile workflow system enables you to personalize your pipelines and automate recurring tasks.
You can produce design templates for common e-mail reactions, schedule follow-ups, and set up suggestions, saving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in independent journalism, offers benefits in regards to coding and software development. Here’s how:.
provides a robust API and substantial developer documentation, making it simple to incorporate with other tools and construct customized options.
This flexibility permits self-employed reporters with coding skills to extend the performance of and customize it to their specific requirements.
Task Management for Software Development:.
‘s pipeline feature can be adapted to manage software application advancement projects, from ideation to implementation.
You can develop customized stages for various advancement stages, assign jobs to team members, and track development efficiently.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive interface and easy-to-use features, lessening the finding out curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collective functions that improve teamwork and interaction.
Developer-friendly API for combination and customization.
Cost-efficient service for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Reliance on Gmail for complete performance, restricting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
provides a more budget-friendly solution, especially for freelancers and small businesses.
HubSpot has a totally free version, however advanced functions require a higher-tier paid membership.
Features and Complexity:.
supplies a more extensive suite of features, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, using a streamlined experience.
Both and integrate with numerous third-party tools.
‘s seamless combination with Gmail is beneficial for users greatly reliant on e-mail communication.
As a freelance journalist, handling your hiring process and customer relationships is vital to your success. offers a budget-friendly and user-friendly service that perfectly integrates with Gmail, allowing you to improve your operations and concentrate on your craft. While it may not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re an editor, writer, or content creator, can empower you to take control of your freelance journalism career by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.