As a seasoned freelance reporter, I comprehend the difficulties of handling projects, tracking leads, and nurturing customer relationships. In this short article, I will dig into the advantages of utilizing 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 newbies hey guys invite back in this video I will be revealing you how to use Does Streak Crm Have Email Campaigns for your client relations collaboration communication and far more so let’s get into it to start with you need to go to streak.com and you will arrive on this site right here now is a sort of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is truly incredible and I’ll show you how to do that as a complete beginner it will assist you customize an ideal procedure for your group and you will have the ability to get your work done now let’s really get into the process now is offered as an extension and it’s completely totally free so when 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 contribute to Chrome click ADD extension and your extension will be included 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 ensure to sign.
into the 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 on allow after including this is what your Gmail will look like now you can see here in our basic you understand folders we are getting just recently viewed all tracked e-mails and upgraded reply and then 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 merges so you can see this is like our brand-new control panel for here I’ll be able to develop a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go develop a new pipeline let’s actually do that you will click on brand-new pipeline here and we have different options first off we have the stages so this is where you will choose these stages for your pipeline and you can actually we have a lead gotten in touch with pitched demo negotiating close phone closed uh you understand then we have nurturing all right then we have Fields so in fields we have a date of last e-mail last email from lead Source priority market offer size company size close rate email thread count days and state and notes so if you want to include another stage you will click this Plus at the top and you will provide your stage a name let’s say that you actually wanted to produce another um you understand phase here for example 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 in fact select various colors for each of the stages however I believe all of these are in fact already developed so this is really pretty excellent what I will do is I will in fact get rid of this one and if you feel like there is um I think 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 actually demo 2 what I’ll do is really let’s eliminate 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 different fields that you want so you will click this plus here and we have complimentary kind a date check box fall General email email tracking task calls and meetings 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 go with this one here this is the field that was actually missing and I’ll really rearrange and put the notes here all right email thread count close date okay business’s size deal size and Company size okay let’s eliminate the business size and I’m gon na actually discover something else within the general where we have created by date produced followers and more so I actually want to opt for the developed.
by or possibly the followers because I want to track 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 wanted for my pipeline now you can see there are a lot of alternatives readily available within streak is really one of the most convenient and among the most uh you understand flexible out there it’s very easy to use with templates we have jobs too within my project again if I didn’t wish to opt for these sales if I finished with projects then I can choose the task stages 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 provide it various various colors we also have business Dev here you can see then we have working with so if you do working with then this is going to be your phases task search financier fundraising others real estate support and customized So within our assistance you can see we have incoming appointed working on resolved and sound this is in fact pretty good and we likewise have custom where I can actually start something from the scratch completely according to my organization for me we simply have the sales so I’m gon na opt for the sales here and click on develop private or.
shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click on create now it will just take a 2nd for a street to produce a pipeline for me so you can see this in fact looks pretty good now I will have the ability to add my Lead Series so you can in fact click on this drop down and we have manage stage 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 add 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 area here and let’s just call it new and click on get in so now you can see we have one lead produced let’s state that there is actually closed one so I’m going to include one here let’s just for now let’s call it new I’m going to include another lead let’s call it new 2 we can actually open this up in a brand-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 say there was a gotten in touch with too there’s one working out so I’ll just simply click on brand-new now once you develop a lead we can in fact click on this link and it will now open up the different fields that we included 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 then we have invite teammates so from here I can welcome the staff member we have include columns we have e-mails files and comments you can change 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 remarks 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 finished with this you can actually click on go into and it will be closed now it will show you something like this we have all of our data collected here and at the top we’re getting our account such as 2 leads one contacted 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 perform bulk actions such as erasing and sharing too uh another thing with srix on top you will be able to see we have private choice we have these three dots where we can discover these stages Combinations and automation this is one of the crucial ones click on this link and you’ll have the ability to in fact incorporate um other apps within yourr transfer data for notices for automations custom-made constructs and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they really easily and produce our CSV files likewise now I can change to my different folders that we have here and I can develop a new pipeline we can change to our easy Gmail very quickly from here and it will also show me the emails 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 merge e-mail and with merge e-mail what takes place is I can really produce a follow-up emails and different storage e-mails here and we have active advises so utilizing is truly easy you can begin free of charge by just including the combination and now you understand how to utilize as a total novice don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me provide some context about my profession and how it connects to. As a freelance journalist, I’ve dealt with many customers, handled multiple jobs all at once, and preserved a substantial network of contacts. Juggling these obligations can be overwhelming, and I acknowledged the requirement for a central system to improve my operations.
In my mission for an option, I checked out different platforms but discovered them to be either too expensive or too complicated for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly integrates with Gmail, making it perfect for self-employed reporters who heavily rely on email communication. Here are some essential benefits of using for your freelance journalism employing process:.
Intuitive Email Tracking and Organization:.
enables you to track and organize your e-mails easily, providing you a clear overview of your communications with clients, leads, and partners.
You can create personalized pipelines directly within your inbox, making it easy to monitor the progress and handle of your jobs and projects.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to imagine and handle your sales process from list building to project completion.
You can categorize contacts, develop customized phases, set reminders, and track interactions, ensuring that no chance slips through the fractures.
Seamless Partnership and Team Effort:.
helps with cooperation by permitting you to share pipelines and interact with staff member within the platform.
You can assign tasks, share important emails, and work together in real-time, improving performance and guaranteeing everybody stays on the very same page.
‘s versatile workflow system allows you to customize your pipelines and automate repeated jobs.
You can create templates for common email responses, schedule follow-ups, and set up tips, conserving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, offers advantages in regards to coding and software advancement. Here’s how:.
provides a robust API and comprehensive designer documentation, making it simple to incorporate with other tools and construct custom options.
This versatility permits independent journalists with coding skills to extend the functionality of and tailor it to their specific requirements.
Project Management for Software Development:.
‘s pipeline function can be adjusted to manage software application advancement tasks, from ideation to implementation.
You can create custom stages for various development phases, appoint tasks to team members, and track development effectively.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
User-friendly user interface and easy-to-use features, reducing the discovering curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collective functions that improve teamwork and communication.
Developer-friendly API for combination and modification.
Cost-efficient service for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for complete performance, restricting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While deals considerable advantages for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more cost effective solution, specifically for freelancers and small companies.
HubSpot has a complimentary version, but advanced features require a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more comprehensive suite of features, consisting of sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Both and incorporate with numerous third-party tools.
‘s smooth integration with Gmail is helpful for users greatly reliant on email communication.
As a freelance journalist, handling your hiring process and client relationships is paramount to your success. offers a user-friendly and inexpensive option that perfectly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it may not have the advanced features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a author, content, or editor creator, can empower you to take control of your freelance journalism career by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.