As a seasoned freelance journalist, I understand the challenges of handling tasks, tracking leads, and nurturing client relationships. In this article, I will dive into the advantages of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey guys invite back in this video I will be showing you how to utilize Streak To Agile Crm for your client relations collaboration communication and much more so let’s get into it firstly you require to go to streak.com and you will arrive at this site right here now is a kind of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is actually remarkable and I’ll reveal you how to do that as a complete novice it will help you customize an ideal procedure for your team and you will have the ability to get your work done now let’s really enter the process now is offered as an extension and it’s totally complimentary 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 choose this one now it will take you to Chrome dot google.com extensions and this is our extension here click on contribute to Chrome click ADD extension and your extension will be added fine 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 just sign in make certain to sign.
into the exact 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 simply scroll down and click on allow after adding this is what your Gmail will look like now you can see here in our easy you know folders we are getting recently seen all tracked emails and upgraded 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 merges so you can see this resembles our new dashboard for here I’ll have the ability to create 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 create a brand-new pipeline let’s really do that you will click brand-new pipeline here and we have different choices first of all we have the stages so this is where you will choose these stages for your pipeline and you can really we have actually a lead contacted pitched demo working out close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last email last email from lead Source top priority market deal size business size close rate email thread count days and state and keeps in mind so if you want to include another phase you will click on this Plus at the top and you will give your stage a name let’s say that you really wanted to develop another um you understand phase here for instance let’s state I didn’t have no strings so I can create right here.
and you can provide it your color so we can in fact select various colors for each of the stages however I think all of these are in fact currently created so this is in fact quite excellent what I will do is I will really eliminate this one and if you seem like there is um I believe pitched and demonstration are kind of like the same thing we just go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s eliminate 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 on this plus here and we have complimentary type a date check box fall General e-mail email tracking task 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 and I’ll really reorganize and put the notes here alright e-mail thread count close date alright company’s size deal size and Business size okay let’s eliminate the company size and I’m gon na actually find something else within the basic where we have actually produced by date developed fans and more so I in fact want to choose the produced.
by or maybe the followers because I want to keep an eye on my staff member 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 desired for my pipeline now you can see there are a lot of alternatives available within streak is actually one of the simplest and among the most uh you know flexible out there it’s extremely easy to use with templates we have projects too within my project once again if I didn’t wish to opt for these sales if I made with projects then I can choose the task stages right here and once again the fields the process is going to be comparable you will choose these phases from here on this plus button here and you can also give it various various colors we also 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 task search investor fundraising others realty support and customized So within our assistance you can see we have actually inbound appointed working on resolved and noise this is in fact respectable and we also have custom where I can actually start something from the scratch totally according to my company for me we just have the sales so I’m gon na opt for the sales here and click develop 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 produce now it will just take a second for a street to produce a pipeline for me so you can see this actually looks pretty good now I will have the ability to add my Lead Series so you can in fact click this fall and we have handle stage or relabel so as I proceed as I include different leads here what I I will do is I’ll just merely click and I’ll have the ability to include it click the top here include a box so click ADD box here and I’m going to add a box in the lead area here and let’s just call it new and click on enter so now you can see we have one lead produced let’s state that there is really 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 brand-new 2 we can actually open this up in a new tab from here too however I’m just for now I’m simply gon na work by doing this now you can see we have two leads then let’s say there was a gotten in touch with also there’s one negotiating so I’ll just simply click new now when you develop a lead we can in fact click here and it will now open the various fields that we added so this is a brand-new Elite that I produced and we have all of these different columns we have the fields that we produced keep in mind and then we have invite colleagues so from here I can invite the employee we have add columns we have e-mails files and comments you can change to the emails and it will show you the e-mails that you got in files we can even upload files and after that we have the comments at the top here again we have the call log we have our conference notes and we even have our.
accessories so this is how you develop a lead within your when you’re finished 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 information 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 select various leads from here the stages and we can carry out bulk actions such as erasing and sharing also uh one more thing with srix on top you will be able to see we have personal option we have these 3 dots where we can find these stages Combinations and automation this is among the essential ones click here and you’ll have the ability to in fact incorporate um other apps within yourr transfer data for notifications for automations custom-made constructs and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely quickly and produce our CSV files likewise now I can switch to my different folders that we have here and I can produce a new pipeline we can change to our easy Gmail really quickly from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have created we will even have our merge e-mails now with our so this is the merge e-mail and with merge email what happens is I can actually create a follow-up emails and various storage e-mails here and we have active instructs so utilizing is actually easy you can begin totally free by simply including the integration and now you know how to utilize as a total newbie do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me provide some context about my profession and how it associates with. As an independent reporter, I have actually worked with many customers, handled several tasks concurrently, and preserved a substantial network of contacts. Juggling these duties can be overwhelming, and I recognized the need for a central system to simplify my operations.
In my quest for a solution, I explored various platforms but discovered them to be either too pricey or too intricate for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly integrates with Gmail, making it ideal for freelance reporters who greatly rely on e-mail communication. Here are some essential benefits of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Company:.
allows you to track and organize your e-mails effortlessly, giving you a clear overview of your communications with clients, leads, and collaborators.
You can produce adjustable pipelines directly within your inbox, making it easy to handle and monitor the progress of your tasks and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to imagine and manage your sales procedure from lead generation to project conclusion.
You can classify contacts, produce custom-made stages, set reminders, and track interactions, ensuring that no chance slips through the cracks.
Seamless Collaboration and Teamwork:.
assists in partnership by permitting you to share pipelines and interact with employee within the platform.
You can designate tasks, share crucial e-mails, and work together in real-time, boosting performance and guaranteeing everyone remains on the exact same page.
‘s versatile workflow system enables you to customize your pipelines and automate recurring jobs.
You can create design templates for common e-mail reactions, schedule follow-ups, and set up tips, conserving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, offers benefits in regards to coding and software advancement. Here’s how:.
provides a robust API and extensive designer documents, making it simple to integrate with other tools and construct customized services.
This flexibility enables freelance reporters with coding skills to extend the performance of and tailor it to their particular needs.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adapted to manage software application advancement tasks, from ideation to deployment.
You can create custom 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 email communication.
Instinctive user interface and easy-to-use functions, minimizing the finding out curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collaborative features that boost team effort and communication.
Developer-friendly API for combination and personalization.
Cost-efficient service for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation functions.
Reliance on Gmail for complete performance, restricting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more affordable solution, specifically for freelancers and small companies.
HubSpot has a totally free variation, but advanced functions require a higher-tier paid subscription.
Features and Complexity:.
supplies a more extensive suite of functions, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, providing a structured experience.
Both and integrate with different third-party tools.
‘s seamless integration with Gmail is advantageous for users heavily reliant on email interaction.
As a freelance journalist, managing your hiring procedure and customer relationships is paramount to your success. offers a economical and intuitive solution that perfectly incorporates with Gmail, enabling you to improve your operations and focus on your craft. While it might not have the sophisticated features 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 content, editor, or author creator, can empower you to take control of your freelance journalism profession 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.