As a skilled freelance journalist, I comprehend the challenges of handling projects, tracking leads, and supporting client relationships. In this short article, I will dig into the advantages of utilizing for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey people welcome back in this video I will be revealing you how to utilize Streak Crm Compared for your customer relations collaboration interaction and a lot more so let’s enter it to start with you need to go to streak.com and you will land on this site right here now is a sort of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is truly remarkable and I’ll reveal you how to do that as a complete newbie it will assist you customize a best process for your team and you will have the ability to get your work done now let’s actually get into the procedure now is readily available as an extension and it’s totally complimentary so once you get to the site 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 contribute to Chrome click on ADD extension and your extension will be included 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 merely 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 merely scroll down and click permit 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 viewed all tracked emails and upgraded reply and then we have this new alternative 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 is like our brand-new control panel for here I’ll have the ability to create 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 new pipeline here and we have different choices firstly 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 gotten in touch with pitched demonstration working out close phone closed uh you understand 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 top priority industry deal size business size close rate email thread count days and state and notes so if you want to include another stage you will click this Plus on top and you will provide your phase a name let’s state that you actually wished 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 provide it your color so we can in fact select different colors for each of the stages however I believe all of these are in fact already developed so this is in fact pretty remarkable what I will do is I will in fact eliminate 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 choose the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s get rid of the demonstration here and then we have working out with negotiating I can choose 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 various fields that you want so you will click on this plus here and we have free form a date check box drop down 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 actually missing and I’ll actually reorganize and put the notes here okay email thread count close date alright business’s size deal size and Business size okay let’s eliminate the company size and I’m gon na actually discover something else within the basic where we have produced by date produced fans and more so I actually want to opt for the developed.
by or maybe the fans since I want to keep an eye on my employee that are in fact following this so I will you know put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a lot of choices readily available within streak is really among the simplest and one of the most uh you know flexible out there it’s extremely easy to use with templates we have projects too within my project again if I didn’t wish to go for these sales if I finished with jobs then I can opt for the task phases right here and once again the fields the process is going to be comparable you will pick these phases from here on this plus button here and you can also give it different various colors we also have business Dev here you can see then we have employing so if you do employing then this is going to be your phases task search investor fundraising others realty support and custom-made So within our support you can see we have incoming assigned dealing with dealt with and sound this is really respectable and we likewise have custom where I can in fact start something from the scratch totally according to my business for me we just have the sales so I’m gon na go with the sales here and click on create personal or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click produce now it will just take a second for a street to develop a pipeline for me so you can see this in fact looks pretty good now I will have the ability to add my Lead Series so you can really click on this drop down and we have manage phase or relabel so as I proceed as I add various leads here what I I will do is I’ll just simply click and I’ll have the ability to include 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 simply call it brand-new and click go into so now you can see we have actually 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 new two we can really open this up in a 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 2 leads then let’s state there was a gotten in touch with too there’s one negotiating so I’ll just merely click on brand-new now as soon as you develop a lead we can actually click here and it will now open the different fields that we included 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 then we have welcome colleagues so from here I can invite the team members we have add columns we have emails files and remarks you can change to the emails and it will reveal you the emails that you got in files we can even submit files and after that 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.
attachments so this is how you create a lead within your when you’re made with this you can really click on enter and it will be closed now it will reveal 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 pick different leads from here the stages and we can carry out bulk actions such as deleting and sharing also uh another thing with srix on top you will have the ability to see we have private option we have these 3 dots where we can discover these phases Integrations and automation this is among the crucial ones click on this link and you’ll be able to really integrate um other apps within yourr transfer data for alerts for automations custom builds and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they very easily and develop our CSV files likewise now I can change to my different folders that we have here and I can create a brand-new pipeline we can switch to our basic Gmail very easily from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have produced we will even have our merge emails now with our so this is the merge email and with combine e-mail what occurs is I can actually produce a follow-up emails and various storage e-mails here and we have active advises so utilizing is actually simple you can start totally free by simply including the integration and now you understand how to use as a total newbie don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me offer some context about my profession and how it connects to. As a freelance reporter, I’ve worked with various clients, managed several projects all at once, and maintained a comprehensive network of contacts. Juggling these responsibilities can be frustrating, and I recognized the need for a centralized system to simplify my operations.
In my mission for a service, I checked out numerous platforms but discovered 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.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly incorporates with Gmail, making it perfect for freelance journalists who heavily depend on e-mail communication. Here are some essential benefits of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Company:.
enables you to track and arrange your e-mails easily, offering you a clear summary of your communications with customers, leads, and partners.
You can produce customizable pipelines directly within your inbox, making it simple to handle and keep an eye on the development of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to envision and manage your sales process from lead generation to project conclusion.
You can categorize contacts, develop custom stages, set pointers, and track interactions, guaranteeing that no chance slips through the cracks.
Seamless Cooperation and Team Effort:.
assists in partnership by allowing you to share pipelines and communicate with employee within the platform.
You can designate tasks, share essential e-mails, and collaborate in real-time, improving performance and making sure everyone remains on the exact same page.
‘s versatile workflow system allows you to tailor your pipelines and automate recurring tasks.
You can create templates for typical e-mail responses, schedule follow-ups, and established pointers, saving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, uses benefits in terms of coding and software application advancement. Here’s how:.
offers a robust API and substantial designer paperwork, making it easy to incorporate with other tools and develop custom options.
This flexibility permits independent reporters with coding skills to extend the performance of and tailor it to their specific requirements.
Project Management for Software Development:.
‘s pipeline feature can be adapted to manage software application advancement jobs, from ideation to deployment.
You can produce custom-made stages for different advancement stages, appoint jobs to employee, and track progress efficiently.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
User-friendly user interface and easy-to-use features, reducing the learning curve.
Customizable pipelines and workflows to adjust to private requirements.
Collective features that improve teamwork and communication.
Developer-friendly API for integration and modification.
Economical service for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation functions.
Reliance on Gmail for full performance, limiting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more affordable service, especially for freelancers and small companies.
HubSpot has a free version, but advanced features require a higher-tier paid subscription.
Functions and Complexity:.
offers a more thorough suite of features, including innovative marketing automation and analytics.
focuses on simpleness and ease of use, using a streamlined experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is useful for users heavily reliant on email communication.
As an independent journalist, managing your hiring process and customer relationships is paramount to your success. offers a budget friendly and instinctive option that effortlessly integrates with Gmail, enabling you to streamline your operations and focus on your craft. While it might not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a author, editor, or content creator, can empower you to take control of your freelance journalism career by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.