As a seasoned freelance reporter, I comprehend the obstacles of managing projects, tracking leads, and nurturing customer relationships. In this article, I will dive into the benefits of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey guys invite back in this video I will be revealing you how to utilize How Does Streak Crm Work for your consumer relations partnership interaction and much more so let’s get into it to start with you need to go to streak.com and you will land on this website right here now is a sort of CRM that we can add to our simple Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is truly amazing and I’ll show you how to do that as a complete novice it will help you customize a best process for your group and you will be able to get your work done now let’s really enter into the process now is available as an extension and it’s entirely complimentary so when you get to the website 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 on 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 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 simply 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 gain access to and we’re gon na merely scroll down and click on 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 recently viewed all tracked e-mails and updated reply and then we have this brand-new option which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this resembles our new dashboard 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 create a brand-new pipeline let’s really do that you will click new pipeline here and we have different options to start with we have the stages so this is where you will choose these stages for your pipeline and you can actually we have actually a lead contacted 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 email last e-mail from lead Source priority industry 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 this Plus at the top and you will give your stage a name let’s state that you actually wished to develop another um you know stage here for instance let’s say I didn’t have no strings so I can create right here.
and you can give it your color so we can really pick different colors for each of the stages however I think all of these are really currently produced so this is actually quite remarkable what I will do is I will actually eliminate this one and if you feel like there is um I believe pitched and demo are kind of like the exact same thing we simply go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s eliminate the demo 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 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 complimentary kind a date check box fall General email email tracking task calls and conferences 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 really missing out on and I’ll really reorganize and put the notes here okay email thread count close date all right company’s size deal size and Company size alright let’s get rid of the business size and I’m gon na really discover something else within the general where we have developed by date created followers and more so I really wish to choose the created.
by or maybe the followers because I wish to track my team members that are actually following this so I will you know put it right here now these are the a few of the fields that I desired for my pipeline now you can see there are a great deal of options readily available within streak is really one of the most convenient and one of the most uh you know flexible out there it’s really easy to use with templates we have jobs too within my job once again if I didn’t wish to choose these sales if I made with projects then I can go with the project phases right here and once again the fields the process is going to be comparable you will choose these stages from here on this plus button here and you can likewise give it various various colors we likewise 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 job search financier fundraising others realty support and customized So within our support you can see we have actually incoming assigned dealing with solved and sound this is really pretty good and we also 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 produce 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 be able to add my Lead Series so you can in fact click on this drop down and we have handle stage or relabel so as I continue 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 add a box so click ADD box here and I’m going to add a box in the lead area here and let’s simply call it brand-new and click on go into so now you can see we have actually one lead created let’s say that there is really 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 brand-new tab from here too however I’m just for now I’m just 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 working out so I’ll just simply click on brand-new now as soon as you create a lead we can actually click on this link and it will now open up the various fields that we added so this is a new Elite that I produced and we have all of these different columns we have the fields that we created keep in mind and after that we have invite teammates so from here I can welcome the employee we have include columns we have emails files and remarks you can switch to the emails and it will show you the e-mails that you got in files we can even submit files and then we have the comments at the top here again we have the call log we have our meeting notes and we even have our.
attachments so this is how you create a lead within your once you’re made with this you can really click on go into and it will be closed now it will reveal you something like this we have all of our information gathered here and at the top we’re getting our account such as two leads one gotten in touch with 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 deleting and sharing too uh another thing with srix on top you will be able to see we have personal alternative we have these three dots where we can discover these phases Combinations and automation this is one of the essential ones click here and you’ll be able to in fact integrate um other apps within yourr transfer information for notices for automations custom constructs and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they really easily and develop our CSV files similarly 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 extremely quickly from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have developed we will even have our combine emails now with our so this is the combine email and with merge e-mail what occurs is I can really develop a follow-up emails and different storage emails here and we have active advises so using is truly simple you can get going totally free by simply including the integration and now you understand how to use as a complete beginner do not.
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 relates to. As a self-employed journalist, I have actually worked with numerous clients, handled numerous jobs concurrently, and maintained a substantial network of contacts. Balancing these duties can be frustrating, and I acknowledged the requirement for a centralized system to improve my operations.
In my quest for an option, I checked out different platforms but found them to be either too pricey or too intricate for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly incorporates with Gmail, making it ideal for independent reporters who heavily rely on email communication. Here are some crucial advantages of using for your freelance journalism working with process:.
Instinctive Email Tracking and Company:.
enables you to track and organize your emails effortlessly, providing you a clear overview of your communications with clients, leads, and partners.
You can develop customizable pipelines directly within your inbox, making it simple to keep an eye on the development and handle of your tasks and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to envision and manage your sales process from list building to project completion.
You can categorize contacts, develop custom-made stages, set tips, and track interactions, guaranteeing that no chance slips through the fractures.
Seamless Cooperation and Teamwork:.
assists in cooperation by enabling you to share pipelines and communicate with team members within the platform.
You can designate tasks, share important emails, and work together in real-time, boosting productivity and guaranteeing everyone remains on the exact same page.
‘s versatile workflow system enables you to personalize your pipelines and automate recurring jobs.
You can create templates for common e-mail reactions, schedule follow-ups, and established reminders, conserving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, provides benefits in terms of coding and software application development. Here’s how:.
supplies a robust API and extensive developer documentation, making it easy to incorporate with other tools and develop custom services.
This versatility allows independent journalists with coding abilities to extend the functionality of and customize it to their particular requirements.
Project Management for Software Advancement:.
‘s pipeline function can be adapted to handle software development tasks, from ideation to release.
You can develop customized phases for various development phases, assign jobs to team members, and track development efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and easy-to-use features, lessening the learning curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collective features that boost teamwork and communication.
Developer-friendly API for integration and customization.
Cost-efficient service for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for complete performance, limiting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While deals significant benefits for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more budget friendly option, especially for freelancers and small businesses.
HubSpot has a free version, but advanced functions require a higher-tier paid subscription.
Features and Complexity:.
offers a more comprehensive suite of functions, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, providing a structured experience.
Both and incorporate with different third-party tools.
‘s seamless combination with Gmail is helpful for users greatly reliant on e-mail interaction.
As a freelance reporter, handling your hiring procedure and customer relationships is critical to your success. offers a budget-friendly and user-friendly solution that seamlessly incorporates with Gmail, enabling you to improve your operations and concentrate on your craft. While it may not have the advanced features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re an editor, content, or writer developer, can empower you to take control of your freelance journalism career by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.