As a skilled freelance journalist, I understand the difficulties of handling tasks, tracking leads, and nurturing client relationships. In this article, I will dig into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey men welcome back in this video I will be showing you how to utilize Streak Crm Google Analytics for your consumer relations cooperation communication and far more so let’s get into it firstly you need to go to streak.com and you will arrive at this website right here now is a type of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is actually amazing and I’ll show you how to do that as a total beginner it will assist you customize a perfect procedure for your team and you will have the ability to get your work done now let’s really enter the procedure now is offered as an extension and it’s totally complimentary so as soon as you get to the website you’ll get this option 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 add to Chrome click ADD extension and your extension will be included alright it’s done and now it is adding 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 exact same Gmail that you have included 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 adding this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting recently seen all tracked e-mails and upgraded 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 is like our brand-new dashboard for here I’ll have the ability to create a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go produce a new pipeline let’s in fact do that you will click new pipeline here and we have different options firstly we have the stages so this is where you will pick these phases for your pipeline and you can actually we have actually a lead called pitched demonstration negotiating close phone closed uh you understand then we have nurturing fine then we have Fields so in fields we have a date of last e-mail last email from lead Source priority market deal size business size close rate email thread count days and state and notes so if you wish to include another stage you will click this Plus on top and you will provide your phase a name let’s state that you in fact wanted to produce another um you understand stage here for instance let’s say I didn’t have no strings so I can develop right here.
and you can give it your color so we can in fact pick various colors for each of the stages but I think all of these are really currently produced so this is in fact pretty impressive what I will do is I will really get rid of this one and if you seem like there is um I believe pitched and demo are sort of like the very same thing we just go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s eliminate the demonstration here and after that we have negotiating with negotiating I can go with 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 this plus here and we have totally free form a date check box drop down General e-mail 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 choose this one here this is the field that was actually missing out on and I’ll really reorganize and put the notes here alright email thread count close date fine business’s size offer size and Business size fine let’s get rid of the business size and I’m gon na in fact find something else within the basic where we have actually produced by date developed followers and more so I actually wish to opt for the created.
by or possibly the fans because I want to monitor my team members that are in fact following this so I will you know put it right here now these are the a few of the fields that I desired for my pipeline now you can see there are a lot of options available within streak is really one of the most convenient and one of the most uh you understand versatile out there it’s really easy to use with design templates we have tasks too within my job again if I didn’t wish to opt for these sales if I made with tasks then I can go with the task phases right here and once again the fields the procedure is going to be comparable you will pick these stages from here on this plus button here and you can also give it different various colors we also have service Dev here you can see then we have employing so if you do employing then this is going to be your stages task search investor fundraising others realty assistance and custom So within our assistance you can see we have incoming designated dealing with solved and sound this is actually respectable and we also 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 choose the sales here and click on create private or.
shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click on develop now it will simply take a second for a street to produce a pipeline for me so you can see this in fact looks respectable now I will have the ability to include my Lead Series so you can really click on this drop down and we have handle stage or relabel so as I proceed as I add different 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 on ADD box here and I’m going to add a box in the lead section here and let’s just call it brand-new and click enter so now you can see we have actually one lead developed 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 include another lead let’s call it brand-new 2 we can in fact open this up in a brand-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 gotten in touch with too there’s one working out so I’ll just merely click new now as soon as you develop a lead we can in fact click here and it will now open up the different fields that we added so this is a new Elite that I created and we have all of these different columns we have the fields that we created keep in mind and after that we have invite teammates so from here I can invite the employee we have add columns we have e-mails 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 once again we have the call log we have our conference notes and we even have our.
attachments so this is how you produce a lead within your when you’re done with this you can in fact click on get in and it will be closed now it will show you something like this we have all of our data gathered 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 select different leads from here the stages and we can perform bulk actions such as deleting and sharing also uh another thing with srix on top you will be able to see we have personal option we have these three dots where we can discover these phases Integrations and automation this is among the important ones click on this link and you’ll be able to actually incorporate um other apps within yourr transfer data for notifications for automations customized develops and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they really quickly and develop our CSV files similarly now I can switch to my different folders that we have here and I can create a new pipeline we can change to our easy Gmail extremely quickly from here and it will also reveal me the emails that I will be getting for my pipelines that I have actually produced we will even have our merge e-mails now with our so this is the merge email and with combine email what occurs is I can really produce a follow-up emails and different storage emails here and we have active advises so utilizing is actually easy you can get going free of charge by just including the integration and now you understand how to use as a total beginner do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me offer some context about my career and how it connects to. As a self-employed reporter, I have actually dealt with many customers, managed several projects concurrently, and kept an extensive network of contacts. Balancing these responsibilities can be frustrating, and I acknowledged the need for a central system to streamline my operations.
In my mission for a solution, I explored numerous platforms but found them to be either too costly or too intricate for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly integrates with Gmail, making it ideal for self-employed journalists who heavily rely on email interaction. Here are some key advantages of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Company:.
allows you to track and arrange your emails effortlessly, giving you a clear overview of your interactions with customers, leads, and partners.
You can produce personalized pipelines straight within your inbox, making it easy to monitor the development and handle of your assignments and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to picture and handle your sales procedure from lead generation to project conclusion.
You can classify contacts, produce custom-made phases, set tips, and track interactions, guaranteeing that no opportunity slips through the cracks.
Seamless Partnership and Team Effort:.
helps with partnership by permitting you to share pipelines and communicate with employee within the platform.
You can assign jobs, share essential e-mails, and collaborate in real-time, enhancing productivity and guaranteeing everyone remains on the exact same page.
‘s versatile workflow system allows you to personalize your pipelines and automate repetitive jobs.
You can produce design templates for common email reactions, schedule follow-ups, and set up reminders, saving you important time and effort.
in Terms of Coding and Software application:.
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 developer paperwork, making it easy to incorporate with other tools and build customized services.
This versatility allows freelance reporters with coding abilities to extend the performance of and customize it to their specific requirements.
Job Management for Software Development:.
‘s pipeline function can be adapted to handle software development tasks, from ideation to implementation.
You can create custom stages for various development stages, assign tasks to employee, and track development efficiently.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and user friendly functions, reducing the discovering curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collaborative features that enhance team effort and communication.
Developer-friendly API for integration and personalization.
Cost-effective solution for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Reliance on Gmail for complete functionality, restricting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more economical option, especially for freelancers and small companies.
HubSpot has a totally free variation, however advanced functions require a higher-tier paid subscription.
Functions and Intricacy:.
provides a more thorough suite of features, including sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and integrate with numerous third-party tools.
‘s smooth combination with Gmail is advantageous for users heavily reliant on email communication.
As an independent journalist, managing your hiring process and customer relationships is vital to your success. offers a affordable and intuitive service that perfectly incorporates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it might not have the advanced features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a material, writer, or editor developer, can empower you to take control of your freelance journalism profession by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.