As a skilled freelance journalist, I comprehend the challenges of managing tasks, tracking leads, and supporting client relationships. In this article, I will dig into the advantages of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for newbies hey men welcome back in this video I will be revealing you how to utilize Streak Crm Youtube for your consumer relations cooperation communication and much more so let’s enter into it first off you need to go to streak.com and you will arrive at this site right here now is a sort of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Hub 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 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 really get into the procedure now is available as an extension and it’s entirely totally free so once you get to the site you’ll get this choice here which is add to Chrome and you’re.
going to select this one now it will take you to Chrome dot google.com extensions and this is our extension here click add to Chrome click ADD extension and your extension will be included okay 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 very same Gmail that you have included the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click on 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 e-mails and updated reply and then we have this brand-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 combines so you can see this resembles our brand-new control panel for here I’ll be able to create a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go create a brand-new pipeline let’s really do that you will click on brand-new pipeline here and we have various options 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 called pitched demonstration 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 e-mail last e-mail from lead Source concern industry deal size business size close rate e-mail thread count days and state and keeps in mind so if you want to include another stage you will click this Plus on top and you will give your phase a name let’s say that you really wanted to create another um you understand stage here for instance let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can in fact pick different colors for each of the stages but I think all of these are really currently produced so this is in fact 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 sort of like the very same thing we just choose the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s get rid of the demonstration here and then 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 desire so you will click this plus here and we have totally free form a date check box drop down General e-mail email tracking job calls and meetings 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 choose this one here this is the field that was in fact missing out on and I’ll really rearrange and put the notes here fine email thread count close date okay business’s size deal size and Company size all right let’s get rid of the business size and I’m gon na really discover something else within the basic where we have produced by date created fans and more so I actually want to opt for the produced.
by or perhaps the followers because I want to keep an eye on my team members that are really following this so I will you know 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 options readily available within streak is in fact one of the easiest and one of the most uh you understand versatile out there it’s extremely easy to use with design templates we have tasks too within my task once again if I didn’t want to go for these sales if I made with tasks then I can go with 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 various different colors we also have business Dev here you can see then we have working with so if you do employing then this is going to be your stages job search investor fundraising others property assistance and custom-made So within our assistance you can see we have incoming appointed working on fixed and noise this is in fact respectable and we also have custom-made where I can in fact start something from the scratch absolutely according to my service for me we simply have the sales so I’m gon na opt for the sales here and click produce private or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click on develop now it will just take a 2nd for a street to develop a pipeline for me so you can see this really looks pretty good now I will be able to include my Lead Series so you can actually click on this drop down and we have manage phase or relabel so as I continue as I include different 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 include a box in the lead area here and let’s simply call it brand-new and click 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 add one here let’s just for now let’s call it brand-new I’m going to include another lead let’s call it brand-new 2 we can in fact open this up in a new tab from here too but I’m just for now I’m just gon na work in this manner now you can see we have 2 leads then let’s say there was a gotten in touch with too there’s one working out so I’ll just simply click on brand-new now as soon as you create a lead we can actually click here and it will now open the various fields that we included so this is a new Elite that I developed and we have all of these various columns we have the fields that we created keep in mind and after that we have invite colleagues so from here I can welcome the staff member we have include columns we have emails files and remarks you can switch to the emails and it will reveal you the e-mails that you got in files we can even submit files and after that we have the comments at the top here once again we have the call log we have our conference 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 in fact click on get in 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 2 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 erasing and sharing as well uh one more thing with srix on top you will be able to see we have private option we have these 3 dots where we can discover these phases Integrations and automation this is one of the essential ones click on this link and you’ll be able to really integrate um other apps within yourr transfer data for alerts for automations customized constructs and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely easily and develop our CSV files similarly now I can switch to my different folders that we have here and I can develop a new pipeline we can change to our easy Gmail very easily from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have actually created we will even have our merge e-mails now with our so this is the merge email and with merge email what occurs is I can actually create a follow-up e-mails and different storage emails here and we have active instructs so using is really easy you can begin for free by simply adding the combination and now you know how to use as a total beginner don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me supply some context about my career and how it connects to. As an independent journalist, I’ve worked with numerous customers, handled multiple tasks simultaneously, and kept a substantial network of contacts. Balancing these responsibilities can be overwhelming, and I acknowledged the requirement for a central system to enhance my operations.
In my mission for a service, I explored various platforms however found them to be either too costly or too intricate 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 effortlessly integrates with Gmail, making it ideal for independent reporters who greatly count on email interaction. Here are some essential benefits of using for your freelance journalism employing process:.
User-friendly Email Tracking and Organization:.
allows you to track and arrange your emails easily, offering you a clear overview of your interactions with customers, leads, and collaborators.
You can produce personalized pipelines straight within your inbox, making it simple to handle and keep an eye on the progress of your projects and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to picture and manage your sales procedure from lead generation to job completion.
You can classify contacts, produce custom stages, set pointers, and track interactions, guaranteeing that no chance slips through the fractures.
Smooth Cooperation and Teamwork:.
helps with cooperation by allowing you to share pipelines and communicate with employee within the platform.
You can designate tasks, share crucial emails, and team up in real-time, enhancing efficiency and guaranteeing everybody remains on the exact same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repeated tasks.
You can develop templates for typical email actions, schedule follow-ups, and set up suggestions, conserving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in independent journalism, offers benefits in terms of coding and software application development. Here’s how:.
supplies a robust API and substantial designer paperwork, making it easy to incorporate with other tools and construct custom-made solutions.
This flexibility enables freelance journalists with coding skills to extend the performance of and tailor it to their particular requirements.
Job Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to manage software advancement jobs, from ideation to release.
You can create customized phases for various advancement phases, designate jobs to team members, and track progress efficiently.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and user friendly features, lessening the finding out curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collaborative functions that boost teamwork and communication.
Developer-friendly API for combination and customization.
Cost-effective service for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation features.
Reliance on Gmail for complete performance, limiting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more inexpensive solution, particularly for freelancers and small businesses.
HubSpot has a complimentary version, but advanced features require a higher-tier paid subscription.
Features and Intricacy:.
offers a more thorough suite of features, including innovative marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Both and incorporate with numerous third-party tools.
‘s seamless integration with Gmail is helpful for users greatly reliant on e-mail communication.
As a self-employed journalist, managing your hiring procedure and client relationships is vital to your success. offers a intuitive and budget friendly solution that seamlessly integrates with Gmail, enabling you to simplify your operations and focus on your craft. While it might not have the advanced functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a material, editor, or writer developer, 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 impact of Streak CRM in your freelance journalism ventures.