As a seasoned freelance reporter, I understand the obstacles of handling jobs, tracking leads, and supporting client relationships. In this article, I will dive into the benefits of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for newbies hey guys invite back in this video I will be revealing you how to utilize Streak Crm Card Import for your client relations cooperation interaction and a lot more so let’s enter it to start with you require to go to streak.com and you will arrive on this site right here now is a kind of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is truly incredible and I’ll reveal you how to do that as a complete novice it will help you tailor a perfect process for your team and you will be able to get your work done now let’s in fact enter into the process now is available as an extension and it’s 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 select this one now it will take you to Chrome dot google.com extensions and this is our extension here click contribute to Chrome click on ADD extension and your extension will be added 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 just check in make certain to sign.
into the same Gmail that you have actually included 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 allow after adding this is what your Gmail will appear like now you can see here in our simple you know folders we are getting just recently seen all tracked emails and updated reply and after that we have this brand-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 combines so you can see this resembles our new control panel for here I’ll be able to create a brand-new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go produce a new pipeline let’s really do that you will click on new pipeline here and we have various options firstly we have the stages so this is where you will select these phases for your pipeline and you can really we have a lead called pitched demo working out close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last email last e-mail from lead Source priority industry deal size company size close rate email 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 stage a name let’s state that you really wished to develop another um you understand stage here for example let’s state I didn’t have no strings so I can produce right here.
and you can provide it your color so we can actually choose different colors for each of the stages but I think all of these are really currently produced so this is actually quite excellent what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demonstration are kind of like the same thing we simply choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s get rid of the demo here and after that we have working out with negotiating I can choose 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 on this plus here and we have complimentary form a date check box drop down 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 in fact missing out on and I’ll really rearrange and put the notes here all right e-mail thread count close date alright business’s size deal size and Company size fine let’s get rid of the company size and I’m gon na in fact find something else within the basic where we have actually developed by date created followers and more so I in fact wish to go for the created.
by or perhaps the followers due to the fact that I wish to track my team members that are really following this so I will you know 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 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 jobs too within my job once again if I didn’t wish to go for these sales if I made with tasks then I can opt for the task phases right here and once again the fields the process is going to be similar you will select these phases from here on this plus button here and you can also provide it different various colors we likewise have organization Dev here you can see then we have employing so if you do hiring then this is going to be your phases task search financier fundraising others realty support and custom-made So within our assistance you can see we have inbound assigned working on resolved and noise this is in fact pretty good and we also have customized where I can actually start something from the scratch totally according to my organization for me we merely 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 team member so I’m going to opt for the shared one here and click on create now it will simply take a 2nd for a street to produce a pipeline for me so you can see this really looks pretty good now I will be able to include my Lead Series so you can in fact click this drop down and we have manage stage or rename so as I continue as I add various 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 ADD box here and I’m going to add a box in the lead area here and let’s simply call it new and click on enter so now you can see we have one lead produced 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 new I’m going to add another lead let’s call it brand-new 2 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 this way now you can see we have two leads then let’s state 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 produce a lead we can in fact click here and it will now open the various fields that we added so this is a new Elite that I produced and we have all of these various columns we have the fields that we developed keep in mind and after that we have invite teammates so from here I can welcome the team members we have include columns we have emails files and comments you can change to the emails and it will show you the emails that you got in files we can even upload 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.
accessories so this is how you develop a lead within your as soon as you’re done with this you can actually 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 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 option we have these three dots where we can find these phases Integrations and automation this is among the essential ones click here and you’ll be able to in fact integrate um other apps within yourr transfer information for notifications for automations custom constructs and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely quickly and produce our CSV files similarly now I can change to my various folders that we have here and I can create a new pipeline we can change to our easy Gmail very easily from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have actually produced we will even have our combine e-mails now with our so this is the combine email and with merge email what takes place is I can in fact develop a follow-up emails and various storage e-mails here and we have active instructs so using is truly easy you can get started totally free by simply adding the combination and now you know how to use as a total newbie do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it associates with. As an independent journalist, I’ve worked with numerous clients, handled numerous jobs at the same time, and preserved an extensive network of contacts. Juggling these duties can be overwhelming, and I acknowledged the requirement for a central system to streamline my operations.
In my quest for an option, I checked out different platforms however found them to be either too complicated or too pricey for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly incorporates with Gmail, making it perfect for independent reporters who heavily rely on email communication. Here are some key benefits of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Organization:.
permits you to track and organize your emails easily, giving you a clear summary of your communications with customers, leads, and partners.
You can develop customizable pipelines directly within your inbox, making it easy to manage and monitor the progress of your jobs and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to visualize and handle your sales procedure from list building to project completion.
You can categorize contacts, produce custom-made phases, set reminders, and track interactions, making sure that no chance slips through the fractures.
Smooth Partnership and Teamwork:.
assists in partnership by allowing you to share pipelines and communicate with team members within the platform.
You can designate tasks, share essential e-mails, and team up in real-time, enhancing performance and making sure everyone remains on the exact same page.
‘s flexible workflow system allows you to customize your pipelines and automate repetitive tasks.
You can create templates for typical e-mail actions, schedule follow-ups, and set up suggestions, conserving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in independent journalism, uses benefits in terms of coding and software application development. Here’s how:.
provides a robust API and extensive developer paperwork, making it simple to incorporate with other tools and develop customized options.
This versatility permits freelance journalists with coding abilities to extend the functionality of and tailor it to their particular needs.
Task Management for Software Application Advancement:.
‘s pipeline function can be adapted to handle software development projects, from ideation to deployment.
You can produce customized phases for different advancement stages, designate jobs to team members, and track development efficiently.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
Intuitive interface and user friendly features, decreasing the discovering curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collective features that boost teamwork and interaction.
Developer-friendly API for combination and modification.
Affordable solution for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation features.
Reliance on Gmail for complete performance, restricting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more affordable service, specifically for freelancers and small companies.
HubSpot has a free version, however advanced features need a higher-tier paid subscription.
Functions and Intricacy:.
provides a more extensive suite of functions, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, providing a streamlined experience.
Both and integrate with numerous third-party tools.
‘s smooth combination with Gmail is helpful for users heavily reliant on e-mail communication.
As an independent journalist, handling your hiring procedure and customer relationships is vital to your success. offers a inexpensive and intuitive solution that seamlessly integrates with Gmail, enabling you to improve your operations and focus on your craft. While it may not have the sophisticated functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a author, material, or editor developer, 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 impact of Streak CRM in your freelance journalism undertakings.