As an experienced freelance journalist, I understand the challenges of managing projects, tracking leads, and supporting customer relationships. In this post, I will delve into the benefits of utilizing for independent 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 men invite back in this video I will be revealing you how to use Streak Crm Associate Contact With Deal for your customer 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 website right here now is a sort 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 truly fantastic and I’ll reveal you how to do that as a total novice it will assist you customize a perfect procedure for your team and you will be able to get your work done now let’s in fact enter into the process now is readily available as an extension and it’s entirely free so when you get to the website you’ll get this alternative 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 contribute to Chrome click on 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 exact same Gmail that you have actually added the uh you understand streak to now it will ask you for your gain access to and we’re gon na just scroll down and click allow after including this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting just recently viewed all tracked emails and updated reply and after that we have this brand-new choice 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 is like our brand-new control panel for here I’ll be able to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go produce a new pipeline let’s actually do that you will click brand-new pipeline here and we have various options firstly we have the stages so this is where you will select these stages for your pipeline and you can in fact we have actually a lead called pitched demonstration working out close phone closed uh you know then we have supporting all right then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern industry deal size company size close rate email thread count days and state and notes so if you want to add another stage you will click this Plus at the top and you will provide your phase a name let’s say that you really wanted to produce 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 in fact choose different colors for each of the stages however I think all of these are in fact already created so this is actually pretty impressive what I will do is I will actually eliminate this one and if you feel like there is um I think pitched and demo are kind of like the exact 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 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 different fields that you desire so you will click on this plus here and we have free kind a date check box fall General email e-mail tracking job 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 really missing and I’ll actually rearrange and put the notes here alright e-mail thread count close date alright company’s size offer size and Company size fine let’s get rid of the business size and I’m gon na actually find something else within the basic where we have actually produced by date produced fans and more so I really want to opt for the produced.
by or possibly the followers because I want to keep an eye on 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 great deal of choices available within streak is actually among the simplest and among the most uh you know versatile out there it’s extremely easy to use with design templates we have jobs too within my task once again if I didn’t wish to opt for these sales if I did with jobs then I can go with the project phases right here and again the fields the process is going to be comparable you will select these stages from here on this plus button here and you can also offer it various various colors we likewise have company Dev here you can see then we have working with so if you do hiring then this is going to be your phases task search investor fundraising others property support and custom So within our support you can see we have incoming assigned dealing with fixed and noise this is in fact pretty good and we likewise have custom where I can in fact start something from the scratch totally according to my company for me we just have the sales so I’m gon na choose the sales here and click on produce private or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click on create now it will just take a 2nd for a street to develop a pipeline for me so you can see this actually looks respectable now I will have the ability to include my Lead Series so you can actually click on this drop down and we have handle phase or rename so as I continue as I include various leads here what I I will do is I’ll just simply click and I’ll be able to include it click on the top here include a box so click on ADD box here and I’m going to include a box in the lead section here and let’s simply call it brand-new and click on go into so now you can see we have one lead created let’s state that there is in fact 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 actually 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 negotiating so I’ll just simply click on brand-new now when you create a lead we can actually click here and it will now open the various fields that we included 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 emails files and comments you can switch to the emails and it will show you the e-mails that you got in files we can even publish files and then we have the comments at the top here once 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 once you’re made with this you can really click 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 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 one more thing with srix on top you will be able to see we have private option we have these three dots where we can discover these stages Integrations 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 data for notifications for automations custom develops and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information 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 brand-new pipeline we can change to our simple Gmail very quickly from here and it will also show me the e-mails that I will be getting for my pipelines that I have actually produced we will even have our merge emails now with our so this is the merge e-mail and with merge email what takes place is I can actually produce a follow-up emails and different storage e-mails here and we have active instructs so utilizing is really simple you can start free of charge by just adding the combination and now you understand how to use as a complete beginner don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me supply some context about my career and how it relates to. As an independent reporter, I’ve dealt with many clients, managed multiple jobs all at once, and kept a comprehensive network of contacts. Juggling these duties can be frustrating, and I recognized the requirement for a centralized system to enhance my operations.
In my mission for an option, I explored numerous platforms however discovered them to be either too complex or too costly for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly integrates with Gmail, making it perfect for self-employed reporters who greatly count on email interaction. Here are some essential benefits of using for your freelance journalism working with process:.
User-friendly Email Tracking and Company:.
allows you to track and organize your emails easily, giving you a clear introduction of your communications with clients, leads, and partners.
You can develop customizable pipelines directly within your inbox, making it easy to monitor the development and manage of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to picture and manage your sales procedure from list building to job conclusion.
You can categorize contacts, develop customized stages, set tips, and track interactions, ensuring that no chance slips through the fractures.
Seamless Partnership and Team Effort:.
assists in collaboration by enabling you to share pipelines and interact with employee within the platform.
You can designate tasks, share essential e-mails, and work together in real-time, improving performance and ensuring everybody stays on the same page.
‘s flexible workflow system allows you to tailor your pipelines and automate recurring tasks.
You can develop design templates for common email responses, schedule follow-ups, and established reminders, conserving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, uses advantages in regards to coding and software advancement. Here’s how:.
supplies a robust API and substantial designer documentation, making it easy to integrate with other tools and construct custom-made solutions.
This flexibility enables self-employed journalists with coding abilities to extend the functionality of and customize it to their specific needs.
Job Management for Software Application Development:.
‘s pipeline function can be adapted to manage software application advancement tasks, from ideation to deployment.
You can produce custom-made phases for various advancement stages, appoint jobs to staff member, and track development effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive interface and user friendly features, lessening the finding out curve.
Customizable pipelines and workflows to adjust to private requirements.
Collaborative features that enhance team effort and interaction.
Developer-friendly API for integration and customization.
Cost-efficient solution for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation features.
Reliance on Gmail for full functionality, limiting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more affordable service, especially for freelancers and small businesses.
HubSpot has a complimentary variation, however advanced features need a higher-tier paid membership.
Features and Intricacy:.
provides a more thorough suite of functions, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and integrate with various third-party tools.
‘s seamless integration with Gmail is helpful for users heavily reliant on e-mail interaction.
As an independent journalist, handling your hiring procedure and client relationships is paramount to your success. deals a affordable and user-friendly service that perfectly incorporates with Gmail, enabling you to streamline your operations and focus on your craft. While it might not have the innovative functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a content, writer, or editor creator, can empower you to take control of your freelance journalism profession by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.