As a skilled freelance journalist, I understand the obstacles of managing projects, tracking leads, and nurturing client relationships. In this post, I will dig into the benefits of utilizing for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for novices hey people invite back in this video I will be revealing you how to use Streak Crm Developer for your consumer relations cooperation communication and a lot more so let’s enter into it first of all you need to go to streak.com and you will arrive at 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 Center and we can actually turn our Gmail into a platform which is truly fantastic and I’ll reveal you how to do that as a complete newbie it will assist you customize a perfect procedure for your team and you will be able to get your work done now let’s actually enter into the procedure now is available as an extension and it’s completely free so as soon as you get to the website you’ll get this option here which is contribute to Chrome and you’re.
going to choose this one now it will take you to Chrome dot google.com extensions and this is our extension here click add to Chrome click ADD extension and your extension will be added okay 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 simply sign in make sure 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 permit after including this is what your Gmail will look like now you can see here in our easy you understand folders we are getting recently viewed all tracked e-mails and upgraded reply and then we have this new option 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 resembles our new dashboard for here I’ll be able to create a brand-new pipeline we have our sales orders sales 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 new pipeline here and we have various options firstly we have the stages so this is where you will pick these phases for your pipeline and you can actually we have a lead contacted pitched demo working out close phone closed uh you understand then we have nurturing 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 company size close rate e-mail thread count days and state and keeps in mind so if you want to include another phase you will click on this Plus on top and you will provide your phase a name let’s say that you in fact 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 various colors for each of the stages however I think all of these are in fact currently created so this is really pretty outstanding what I will do is I will actually eliminate this one and if you seem like there is um I believe pitched and demo are sort 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 really let’s eliminate the demonstration here and then we have negotiating 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 complimentary form a date check box drop down General e-mail email tracking task 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 opt for this one here this is the field that was really missing out on and I’ll really rearrange and put the notes here fine email thread count close date fine company’s size deal size and Business size alright let’s eliminate the business size and I’m gon na in fact find something else within the basic where we have developed by date created fans and more so I in fact wish to opt for the developed.
by or perhaps the fans since I want to keep track of my team members 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 in fact one of the most convenient and among the most uh you know versatile out there it’s very easy to use with design templates we have projects too within my task once again if I didn’t want to go for these sales if I made with tasks then I can go with the project phases right here and again the fields the procedure 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 likewise have organization Dev here you can see then we have employing so if you do hiring then this is going to be your stages job search financier fundraising others realty support and customized So within our support you can see we have actually incoming designated working on resolved and sound this is in fact respectable and we also have customized where I can actually start something from the scratch totally according to my business for me we simply have the sales so I’m gon na opt for the sales here and click develop private or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click produce now it will simply take a 2nd for a street to create a pipeline for me so you can see this really looks respectable now I will be able to include my Lead Series so you can actually click on this drop down and we have manage phase or relabel so as I proceed as I include different 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 add a box so click ADD box here and I’m going to add a box in the lead section here and let’s just call it new and click on enter so now you can see we have actually one lead produced 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 new I’m going to include another lead let’s call it 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 by doing this now you can see we have 2 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 once you produce a lead we can really click on this link and it will now open up the various fields that we added so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we created remember and after that we have invite teammates so from here I can invite the team members we have add columns we have emails files and comments you can change to the e-mails and it will reveal 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 meeting notes and we even have our.
accessories so this is how you create a lead within your as soon as you’re finished with this you can in fact click on go into and it will be closed now it will show you something like this we have all of our information gathered here and at the top we’re getting our account such as 2 leads one called and something like this and this is where you will be getting your list we can select different leads from here the stages and we can carry out bulk actions such as deleting and sharing too uh another thing with srix on top you will have the ability to see we have private choice we have these 3 dots where we can discover these phases Combinations and automation this is among the crucial ones click here and you’ll be able to in fact integrate um other apps within yourr transfer information for notifications for automations custom builds and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and produce our CSV files likewise now I can change to my different folders that we have here and I can develop a new pipeline we can change to our simple Gmail very easily from here and it will likewise show me the emails that I will be getting for my pipelines that I have actually developed we will even have our combine emails now with our so this is the combine email and with combine e-mail what occurs is I can in fact produce a follow-up e-mails and various storage emails here and we have active advises so using is really easy you can start totally free by just including the combination and now you know how to utilize as a total newbie do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me supply some context about my profession and how it connects to. As a freelance journalist, I have actually dealt with various customers, handled multiple tasks concurrently, and kept a substantial network of contacts. Juggling these responsibilities can be frustrating, and I recognized the need for a centralized system to simplify my operations.
In my quest for an option, I checked out numerous platforms however discovered them to be either too expensive or too complicated for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly integrates with Gmail, making it ideal for freelance reporters who heavily count on e-mail communication. Here are some crucial advantages of using for your freelance journalism employing process:.
Intuitive Email Tracking and Organization:.
enables you to track and organize your emails effortlessly, offering you a clear overview of your communications with clients, leads, and collaborators.
You can create customizable pipelines directly within your inbox, making it easy to keep an eye on the progress and handle of your projects and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales procedure from list building to task conclusion.
You can categorize contacts, create custom-made phases, set pointers, and track interactions, making sure that no opportunity slips through the fractures.
Smooth Partnership and Team Effort:.
helps with collaboration by permitting you to share pipelines and communicate with team members within the platform.
You can appoint jobs, share important e-mails, and team up in real-time, enhancing productivity and ensuring everybody stays on the same page.
‘s versatile workflow system allows you to tailor your pipelines and automate repeated jobs.
You can create design templates for common e-mail reactions, schedule follow-ups, and set up tips, saving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, uses advantages in terms of coding and software development. Here’s how:.
offers a robust API and extensive designer documentation, making it simple to integrate with other tools and develop customized services.
This versatility allows freelance journalists with coding abilities to extend the functionality of and customize it to their specific requirements.
Project Management for Software Application Advancement:.
‘s pipeline function can be adapted to handle software development tasks, from ideation to implementation.
You can produce custom stages for various development stages, assign tasks to staff member, and track development effectively.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Instinctive user interface and user friendly features, decreasing the discovering curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collective features that improve teamwork and communication.
Developer-friendly API for combination and personalization.
Cost-effective service for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation functions.
Dependence on Gmail for full performance, restricting compatibility with other email providers.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more inexpensive option, particularly for freelancers and small companies.
HubSpot has a free version, however advanced functions require a higher-tier paid membership.
Functions and Complexity:.
supplies a more extensive suite of features, consisting of sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is helpful for users heavily reliant on e-mail interaction.
As an independent journalist, managing your hiring process and customer relationships is paramount to your success. offers a affordable and intuitive option that flawlessly incorporates with Gmail, enabling you to enhance your operations and focus on your craft. While it might not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re an editor, material, or writer developer, can empower you to take control of your freelance journalism career by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.