As a skilled freelance journalist, I comprehend the difficulties of managing tasks, tracking leads, and nurturing customer relationships. In this article, I will delve into the advantages of utilizing for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey guys welcome back in this video I will be showing you how to utilize Streak #1 Crm for your consumer relations collaboration interaction and a lot more so let’s enter it firstly you need to go to streak.com and you will land on this site right here now is a kind of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is actually fantastic and I’ll show you how to do that as a complete beginner 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 get into the process now is available as an extension and it’s totally totally free so once you get to the website you’ll get this option 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 contribute 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 merely sign in ensure 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 permit after adding this is what your Gmail will appear like now you can see here in our basic you know folders we are getting just recently viewed all tracked emails and updated reply and after that we have this 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 merges 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 working with so this is where we’ll go create a new pipeline let’s actually do that you will click brand-new pipeline here and we have various choices first off we have the stages so this is where you will select these stages for your pipeline and you can in fact we have a lead gotten in touch with pitched demo negotiating close phone closed uh you know then we have supporting alright then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority industry offer size business size close rate email thread count days and state and keeps in mind so if you wish to add another stage you will click on this Plus at the top and you will provide your stage a name let’s say that you really wanted to develop another um you know phase here for example let’s say I didn’t have no strings so I can develop right here.
and you can give 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 produced so this is really pretty remarkable what I will do is I will in fact get rid of this one and if you seem like there is um I think pitched and demonstration are sort of like the exact same thing we just choose the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s get rid of 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 stages then I will scroll down to the fields here with each pipeline what are the different fields that you desire so you will click this plus here and we have complimentary kind a date check box fall General e-mail e-mail 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 actually missing out on and I’ll actually rearrange and put the notes here fine email thread count close date all right company’s size offer size and Company size alright let’s get rid of the company size and I’m gon na in fact discover something else within the basic where we have developed by date produced fans and more so I actually wish to choose the developed.
by or possibly the fans because I want to track my staff member that are actually following this so I will you understand 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 lot of alternatives offered within streak is in fact among the simplest and one of the most uh you understand versatile out there it’s very easy to use with design templates we have jobs too within my task again if I didn’t want to choose these sales if I did with projects then I can choose the project phases right here and again the fields the process is going to be similar you will pick these stages from here on this plus button here and you can likewise give it various different colors we also have company 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 property support and custom So within our support you can see we have actually inbound appointed working on dealt with and noise this is really pretty good and we also have custom where I can actually start something from the scratch totally according to my company for me we simply have the sales so I’m gon na opt for the sales here and click develop personal or.
shared so I will be sharing this with a staff member so I’m going to opt for the shared one here and click produce now it will simply take a 2nd 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 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 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 section here and let’s simply call it new and click on enter so now you can see we have one lead created let’s say that there is actually closed one so I’m going to include one here let’s just for now let’s call it brand-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 however I’m just for now I’m just gon na work this way now you can see we have two leads then let’s state there was a gotten in touch with as well there’s one working out so I’ll just merely click brand-new now when you produce a lead we can in fact click on this link and it will now open the different fields that we added so this is a new Elite that I created and we have all of these different columns we have the fields that we produced keep in mind and then we have welcome teammates so from here I can invite the staff member we have add columns we have e-mails files and remarks you can change to the e-mails and it will show you the emails that you got in files we can even upload 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.
accessories so this is how you produce a lead within your when you’re done 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 two leads one contacted and something like this and this is where you will be getting your list we can choose various leads from here the stages and we can carry out bulk actions such as deleting and sharing as well uh one more thing with srix on top you will be able to see we have personal choice we have these three 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 actually integrate um other apps within yourr transfer data for notices for automations customized builds and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they very easily and produce 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 basic 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 actually produced we will even have our combine emails now with our so this is the combine e-mail and with combine email what occurs is I can in fact create a follow-up emails and various storage e-mails here and we have active instructs so using is truly simple you can begin free of charge by just adding the combination and now you understand how to utilize as a total newbie don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me provide some context about my profession and how it associates with. As a self-employed journalist, I’ve dealt with many clients, managed multiple tasks at the same time, and preserved an extensive network of contacts. Balancing these obligations can be frustrating, and I recognized the need for a central system to simplify my operations.
In my quest for a service, I explored various platforms but discovered them to be either too intricate or too costly for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly incorporates with Gmail, making it perfect for self-employed journalists who greatly depend on email interaction. Here are some key advantages of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Company:.
permits you to track and organize your emails effortlessly, offering you a clear introduction of your interactions with customers, leads, and collaborators.
You can create adjustable pipelines directly within your inbox, making it simple to keep track of the development and handle of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to envision and handle your sales procedure from lead generation to job conclusion.
You can categorize contacts, produce custom-made stages, set pointers, and track interactions, ensuring that no opportunity slips through the fractures.
Smooth Partnership and Teamwork:.
helps with collaboration by allowing you to share pipelines and communicate with staff member within the platform.
You can assign jobs, share important emails, and team up in real-time, improving performance and making sure everybody remains on the very same page.
‘s flexible workflow system enables you to customize your pipelines and automate repetitive jobs.
You can develop design templates for common email actions, schedule follow-ups, and set up suggestions, saving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, provides advantages in regards to coding and software development. Here’s how:.
supplies a robust API and substantial developer paperwork, making it easy to incorporate with other tools and build custom-made options.
This versatility enables independent reporters with coding skills to extend the performance of and tailor it to their particular requirements.
Task Management for Software Advancement:.
‘s pipeline function can be adapted to handle software application development tasks, from ideation to release.
You can develop custom stages for various development phases, assign tasks to staff member, and track progress effectively.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Instinctive user interface and user friendly functions, decreasing the finding out curve.
Personalized pipelines and workflows to adapt to private requirements.
Collaborative functions that enhance teamwork and communication.
Developer-friendly API for integration and personalization.
Economical service for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for complete functionality, restricting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more affordable solution, especially for freelancers and small businesses.
HubSpot has a totally free variation, but advanced functions need a higher-tier paid membership.
Features and Intricacy:.
supplies a more thorough suite of features, consisting of sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, offering a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s seamless combination with Gmail is advantageous for users heavily reliant on e-mail communication.
As a freelance reporter, handling your hiring procedure and customer relationships is vital to your success. offers a user-friendly and budget-friendly solution that effortlessly integrates with Gmail, enabling you to streamline your operations and focus on your craft. While it may not have the sophisticated 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 an editor, content, or author creator, can empower you to take control of your freelance journalism profession by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.