As an experienced freelance journalist, I understand the difficulties of handling tasks, tracking leads, and nurturing client relationships. In this post, I will dive into the benefits of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for novices hey people invite back in this video I will be revealing you how to utilize Streak Crm Free Schools Education for your client relations collaboration interaction and much more so let’s enter it firstly you need to go to streak.com and you will arrive at this site right here now is a type of CRM that we can contribute 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 actually incredible and I’ll show you how to do that as a total newbie it will help you tailor an ideal procedure for your team and you will be able to get your work done now let’s really enter into the process now is offered as an extension and it’s entirely complimentary so as soon as you get to the website you’ll get this choice 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 add to Chrome click 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 merely check in ensure to sign.
into the exact same Gmail that you have included the uh you know streak to now it will ask you for your access and we’re gon na just scroll down and click on allow after including this is what your Gmail will appear like now you can see here in our basic you know folders we are getting recently viewed all tracked emails and updated reply and after that we have this 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 combines so you can see this resembles our brand-new dashboard for here I’ll be able to develop 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 in fact do that you will click new pipeline here and we have various alternatives to start with 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 contacted pitched demo working out close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last e-mail last email from lead Source priority market deal size company size close rate email thread count days and state and keeps in mind so if you want to add another phase you will click on this Plus on top and you will give your stage a name let’s state that you in fact wanted to develop another um you know phase here for instance let’s state I didn’t have no strings so I can produce 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 produced so this is actually quite impressive what I will do is I will actually get rid of this one and if you feel like there is um I believe pitched and demonstration are type of like the same thing we just go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s eliminate the demo here and after that we have negotiating 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 want so you will click this plus here and we have complimentary kind a date check box fall General email email tracking job calls and conferences so I do not 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 out on and I’ll actually reorganize and put the notes here all right email thread count close date all right company’s size offer size and Business size all right let’s eliminate the company size and I’m gon na really discover something else within the basic where we have developed by date created followers and more so I really wish to choose the created.
by or possibly the fans since I wish to track my employee that are in fact following this so I will you understand put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a great deal of alternatives offered within streak is in fact one of the easiest and among the most uh you understand versatile out there it’s extremely easy to use with templates we have jobs too within my task again if I didn’t want to opt for these sales if I finished with tasks then I can opt for the task stages right here and once again the fields the procedure is going to be comparable you will pick these phases from here on this plus button here and you can likewise give it different 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 job search financier fundraising others property assistance and custom-made So within our support you can see we have actually inbound appointed working on fixed and sound this is actually pretty good and we also have custom where I can really start something from the scratch totally according to my business for me we merely have the sales so I’m gon na choose the sales here and click on produce 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 on develop now it will just take a second for a street to develop a pipeline for me so you can see this actually looks pretty good now I will have the ability to add my Lead Series so you can actually click on this drop down and we have handle phase or rename so as I proceed as I include various leads here what I I will do is I’ll just merely 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 area here and let’s just call it new and click on go into 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 include 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 two we can in fact open this up in a new tab from here too however I’m just for now I’m simply gon na work in this manner now you can see we have 2 leads then let’s say there was a called too there’s one negotiating so I’ll just simply click brand-new now as soon as you create a lead we can actually click on this link and it will now open up the various 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 produced keep in mind and then we have welcome teammates so from here I can welcome the team members we have add columns we have emails files and comments you can switch to the e-mails and it will reveal you the e-mails that you got in files we can even submit 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 develop a lead within your once you’re made with this you can actually click get in and it will be closed now it will reveal you something like this we have all of our data collected here and at the top we’re getting our account such as 2 leads one contacted 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 perform bulk actions such as erasing and sharing also uh another thing with srix at the top you will be able to see we have private alternative we have these three 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 in fact incorporate um other apps within yourr transfer information for notices for automations customized builds and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely quickly and develop our CSV files similarly now I can change to my various folders that we have here and I can develop a brand-new pipeline we can change to our basic Gmail very quickly from here and it will also show me the emails that I will be receiving for my pipelines that I have produced we will even have our combine e-mails now with our so this is the merge email and with combine e-mail what occurs is I can really develop a follow-up emails and different storage emails here and we have active advises so using is truly easy you can get started free of charge by simply adding the combination and now you understand how to use as a complete newbie do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me supply some context about my profession and how it connects to. As a self-employed journalist, I’ve dealt with various clients, managed several tasks concurrently, and kept a substantial network of contacts. Balancing these responsibilities can be frustrating, and I recognized the requirement for a centralized system to improve my operations.
In my mission for a service, I explored numerous platforms however found them to be either too complex 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 client relationship management tool that effortlessly incorporates with Gmail, making it perfect for self-employed journalists who heavily rely on e-mail interaction. Here are some essential advantages of using for your freelance journalism hiring procedure:.
User-friendly Email Tracking and Organization:.
permits you to track and organize your emails easily, 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 monitor the progress and handle of your assignments and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to picture and manage your sales procedure from list building to project completion.
You can classify contacts, develop custom phases, set tips, and track interactions, making sure that no opportunity slips through the cracks.
Seamless Partnership and Team Effort:.
helps with cooperation by permitting you to share pipelines and communicate with staff member within the platform.
You can appoint jobs, share essential e-mails, and collaborate in real-time, boosting productivity and making sure everyone remains on the very same page.
‘s flexible workflow system enables you to tailor your pipelines and automate repetitive jobs.
You can develop templates for typical e-mail reactions, schedule follow-ups, and established reminders, conserving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, offers benefits in regards to coding and software application advancement. Here’s how:.
offers a robust API and substantial developer documents, making it easy to integrate with other tools and build custom-made services.
This versatility permits freelance reporters with coding abilities to extend the performance of and customize it to their particular needs.
Job Management for Software Application Development:.
‘s pipeline feature can be adjusted to handle software application development projects, from ideation to deployment.
You can develop custom-made phases for various development phases, assign jobs to team members, and track progress effectively.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and easy-to-use functions, reducing the learning curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collective features that improve teamwork and interaction.
Developer-friendly API for combination and customization.
Economical service for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation features.
Dependence on Gmail for complete functionality, limiting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While offers substantial benefits for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more budget friendly solution, specifically for freelancers and small businesses.
HubSpot has a free version, however advanced features need a higher-tier paid subscription.
Functions and Intricacy:.
offers a more detailed suite of features, consisting of advanced marketing automation and analytics.
focuses on simpleness and ease of use, offering a streamlined experience.
Both and integrate with various third-party tools.
‘s seamless integration with Gmail is beneficial for users heavily reliant on email interaction.
As a self-employed reporter, managing your hiring procedure and client relationships is critical to your success. offers a intuitive and affordable option that perfectly incorporates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it may not have the advanced 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, material, or editor creator, can empower you to take control of your freelance journalism career by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.