As an experienced freelance journalist, I comprehend the challenges of handling projects, tracking leads, and supporting customer relationships. In this post, I will dig into the benefits of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for newbies hey men welcome back in this video I will be revealing you how to utilize How A Hvac Company Uses Streak Crm For B2C for your consumer relations partnership communication and a lot more so let’s get into it first of all you require to go to streak.com and you will land on this website right here now is a kind of CRM that we can add to our basic Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is actually incredible and I’ll reveal you how to do that as a complete newbie it will help you tailor a best procedure for your group and you will have the ability to get your work done now let’s really enter the procedure now is readily available as an extension and it’s completely free so once you get to the site you’ll get this choice here which is contribute 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 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 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 simply sign in make sure to sign.
into the exact same Gmail that you have actually added the uh you know streak to now it will ask you for your access and we’re gon na simply scroll down and click on enable after adding this is what your Gmail will appear like now you can see here in our basic you understand 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 control panel for here I’ll be able to create 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 new pipeline here and we have different alternatives firstly we have the stages so this is where you will choose these phases for your pipeline and you can really we have actually a lead called pitched demonstration negotiating 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 email from lead Source concern market offer size business size close rate e-mail thread count days and state and notes so if you want to add another phase you will click this Plus on top and you will provide your phase a name let’s state that you in fact wished to produce another um you understand stage here for example let’s state I didn’t have no strings so I can develop right here.
and you can offer it your color so we can really pick different colors for each of the stages however I believe all of these are in fact currently created so this is really pretty excellent what I will do is I will actually 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 opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s eliminate the demonstration here and after that we have negotiating with negotiating I can go with 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 desire so you will click on this plus here and we have totally free form a date check box fall General email e-mail tracking job calls and meetings 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 go with this one here this is the field that was actually missing out on and I’ll in fact reorganize and put the notes here alright e-mail thread count close date all right company’s size deal size and Business size all right let’s get rid of the company size and I’m gon na in fact discover something else within the basic where we have actually produced by date produced fans and more so I in fact wish to opt for the created.
by or maybe the followers because I wish to monitor 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 lot of options readily available within streak is really among the most convenient and among the most uh you understand flexible out there it’s very easy to use with design templates we have tasks too within my project again if I didn’t want to choose these sales if I finished with tasks then I can go with the project stages right here and 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 likewise offer it different various colors we also have organization Dev here you can see then we have employing so if you do working with then this is going to be your phases job search investor fundraising others property assistance and customized So within our assistance you can see we have actually inbound assigned dealing with fixed and sound this is really pretty good and we likewise have custom where I can actually start something from the scratch totally according to my business for me we merely have the sales so I’m gon na choose the sales here and click produce personal or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click develop now it will simply take a second for a street to produce a pipeline for me so you can see this really looks respectable now I will have the ability to include my Lead Series so you can really click on this drop down and we have manage phase or rename so as I proceed as I include various leads here what I I will do is I’ll just merely click and I’ll be able to add it click on 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 brand-new and click get in so now you can see we have 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 new I’m going to add another lead let’s call it brand-new two we can really open this up in a brand-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 two leads then let’s state there was a called too there’s one working out so I’ll just merely click new now as soon as you produce a lead we can in fact click on this link and it will now open the various fields that we included so this is a new Elite that I created and we have all of these various columns we have the fields that we created remember and then we have invite teammates so from here I can invite the team members we have include columns we have e-mails files and comments you can switch to the e-mails and it will reveal you the emails that you got in files we can even publish files and then we have the remarks at the top here 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 once you’re done with this you can really click get in and it will be closed now it will show you something like this we have all of our information collected 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 choose different leads from here the stages and we can perform bulk actions such as erasing and sharing too uh another thing with srix at the top you will have the ability to see we have personal option we have these three dots where we can discover these stages Combinations and automation this is one of the important ones click on this link and you’ll be able to in fact 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 information they very quickly and create our CSV files similarly now I can switch to my various folders that we have here and I can develop a new pipeline we can change to our basic Gmail extremely easily 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 e-mails now with our so this is the merge e-mail and with combine e-mail what occurs is I can actually create a follow-up emails and various storage e-mails here and we have active instructs so using is truly simple you can get going totally free by simply adding the combination and now you know how to utilize as a complete novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me provide some context about my career and how it relates to. As an independent journalist, I’ve dealt with many clients, handled numerous jobs simultaneously, and maintained a substantial network of contacts. Juggling these responsibilities can be frustrating, and I acknowledged the need for a central system to improve my operations.
In my quest for a service, I explored different platforms but found them to be either too intricate or too expensive 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 self-employed journalists who greatly rely on email communication. Here are some essential advantages of using for your freelance journalism working with procedure:.
User-friendly Email Tracking and Company:.
permits you to track and arrange your e-mails easily, giving you a clear summary of your interactions with clients, leads, and partners.
You can develop personalized pipelines directly within your inbox, making it simple to manage and keep track of the development of your projects and tasks.
Efficient 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, develop custom-made phases, set suggestions, and track interactions, making sure that no opportunity slips through the fractures.
Seamless Cooperation and Teamwork:.
assists in partnership by permitting you to share pipelines and communicate with employee within the platform.
You can appoint jobs, share crucial e-mails, and collaborate in real-time, improving performance and ensuring everybody stays on the exact same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repeated tasks.
You can develop templates for typical email responses, schedule follow-ups, and set up pointers, saving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in independent journalism, uses benefits in regards to coding and software advancement. Here’s how:.
offers a robust API and extensive developer documents, making it simple to incorporate with other tools and construct customized services.
This versatility permits independent reporters with coding skills to extend the performance of and customize it to their particular needs.
Job Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to handle software application development tasks, from ideation to release.
You can create custom-made phases for different advancement phases, appoint tasks to team members, and track development effectively.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and easy-to-use functions, decreasing the finding out curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collective features that improve team effort and communication.
Developer-friendly API for combination and modification.
Cost-effective option for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation functions.
Dependence on Gmail for full performance, limiting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While offers considerable benefits for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more inexpensive option, especially for freelancers and small businesses.
HubSpot has a totally free variation, however advanced features need a higher-tier paid membership.
Features and Complexity:.
provides a more comprehensive suite of features, consisting of sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, offering a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s seamless integration with Gmail is useful for users heavily reliant on e-mail interaction.
As a freelance journalist, handling your hiring process and client relationships is vital to your success. offers a intuitive and budget-friendly service that seamlessly incorporates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a writer, content, or editor creator, can empower you to take control of your freelance journalism career by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.