As an experienced freelance journalist, I understand the obstacles of handling jobs, tracking leads, and supporting customer relationships. In this article, I will dive into the advantages of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for novices hey guys invite back in this video I will be revealing you how to utilize Streak Crm How To Reorganize Property Groups for your client relations partnership interaction and a lot more so let’s get into it firstly you need to go to streak.com and you will land on this website right here now is a sort of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is truly amazing and I’ll reveal you how to do that as a complete beginner it will help you personalize an ideal process for your team and you will be able to get your work done now let’s really get into the process now is offered as an extension and it’s completely complimentary so as soon as you get to the website you’ll get this alternative here which is add 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 on contribute 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 sign in make sure to sign.
into the very 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 simply scroll down and click on enable after including this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting just recently seen all tracked e-mails and upgraded reply and after that 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 resembles our brand-new control panel for here I’ll have the ability to produce 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 brand-new pipeline let’s in fact do that you will click on brand-new pipeline here and we have different options firstly we have the stages so this is where you will select these stages for your pipeline and you can actually we have a lead contacted pitched demo negotiating 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 email from lead Source top priority industry deal size business size close rate email thread count days and state and notes so if you wish to add another phase you will click this Plus at the top and you will give your stage a name let’s state that you actually wanted to create another um you understand phase here for instance let’s state I didn’t have no strings so I can develop right here.
and you can give it your color so we can actually choose various colors for each of the stages but I think all of these are actually already produced so this is actually 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 demonstration are type 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 really let’s eliminate the demonstration here and then 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 on this plus here and we have free type a date check box fall General email e-mail tracking task calls and meetings 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 in fact missing out on and I’ll in fact reorganize and put the notes here okay e-mail thread count close date all right business’s size deal size and Company size okay let’s eliminate the business size and I’m gon na really discover something else within the general where we have produced by date created followers and more so I actually want to go for the created.
by or possibly the fans because I want to monitor my staff member that are actually 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 choices available within streak is in fact one of the most convenient and among the most uh you know flexible out there it’s very easy to use with design templates we have jobs too within my task once again if I didn’t wish to opt for these sales if I did with jobs then I can go with the project phases right here and again the fields the process is going to be comparable you will choose these stages from here on this plus button here and you can also provide it various various colors we likewise have service Dev here you can see then we have employing so if you do working with then this is going to be your phases job search investor fundraising others realty assistance and custom So within our assistance you can see we have incoming designated working on solved and noise this is really pretty good and we likewise have customized where I can actually start something from the scratch completely according to my company for me we merely have the sales so I’m gon na opt for the sales here and click on develop private or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click develop now it will just take a second for a street to create a pipeline for me so you can see this in fact looks pretty good now I will be able to add my Lead Series so you can in fact click this fall and we have handle stage or rename so as I continue as I add 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 include a box so click on 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 get in so now you can see we have actually one lead produced let’s say 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 include 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 simply gon na work this way now you can see we have two leads then let’s state there was a called also there’s one working out so I’ll just simply click brand-new now as soon as you create a lead we can in fact click here and it will now open the various fields that we included so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we created remember and then we have welcome colleagues so from here I can welcome the staff member we have add columns we have emails files and comments you can change to the emails and it will reveal you the emails that you got in files we can even publish files and after that we have the remarks at the top here once again we have the call log we have our meeting notes and we even have our.
accessories so this is how you produce a lead within your as soon as you’re made with this you can actually click on enter 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 two leads one contacted and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can carry out bulk actions such as erasing and sharing as well 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 Integrations and automation this is one of the essential ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer data for notifications for automations custom-made develops and more we can also 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 switch to my various folders that we have here and I can produce a new pipeline we can switch to our basic Gmail extremely easily from here and it will likewise show me the emails that I will be receiving for my pipelines that I have created we will even have our combine emails now with our so this is the merge email and with merge e-mail what happens is I can really develop a follow-up emails and various storage e-mails here and we have active instructs so utilizing is truly easy you can begin totally free by just including the integration and now you know how to use as a complete newbie don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me provide some context about my profession and how it connects to. As a self-employed journalist, I have actually worked with various customers, managed multiple tasks concurrently, and kept a substantial network of contacts. Juggling these duties can be frustrating, and I recognized the requirement for a central system to simplify my operations.
In my mission for an option, I checked out numerous platforms however discovered them to be either too complicated or too expensive for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly incorporates with Gmail, making it ideal for freelance journalists who greatly count on e-mail interaction. Here are some key advantages of using for your freelance journalism employing process:.
Instinctive Email Tracking and Organization:.
allows you to track and arrange your emails easily, providing you a clear introduction of your interactions with clients, leads, and partners.
You can create adjustable pipelines straight within your inbox, making it easy to monitor the development and handle of your jobs and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and manage your sales procedure from list building to task conclusion.
You can classify contacts, produce customized stages, set tips, and track interactions, guaranteeing that no opportunity slips through the fractures.
Smooth Partnership and Team Effort:.
assists in collaboration by allowing you to share pipelines and interact with team members within the platform.
You can assign tasks, share crucial emails, and collaborate in real-time, boosting performance and guaranteeing everyone remains on the same page.
‘s versatile workflow system allows you to customize your pipelines and automate repetitive tasks.
You can create templates for common email responses, schedule follow-ups, and established reminders, saving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, uses advantages in regards to coding and software application advancement. Here’s how:.
provides a robust API and extensive designer documents, making it easy to incorporate with other tools and build customized options.
This flexibility enables independent journalists with coding skills to extend the functionality of and tailor it to their particular needs.
Job Management for Software Advancement:.
‘s pipeline function can be adapted to handle software development jobs, from ideation to release.
You can develop custom-made phases for various advancement phases, appoint jobs to staff member, and track progress efficiently.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
User-friendly interface and user friendly features, minimizing the discovering curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collective functions that enhance team effort and interaction.
Developer-friendly API for combination and modification.
Economical service for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation functions.
Reliance on Gmail for complete functionality, limiting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While deals considerable benefits for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more budget friendly option, specifically for freelancers and small businesses.
HubSpot has a complimentary variation, however advanced features need a higher-tier paid subscription.
Features and Complexity:.
offers a more thorough suite of features, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Both and integrate with different third-party tools.
‘s smooth combination with Gmail is advantageous for users greatly reliant on e-mail communication.
As an independent journalist, managing your hiring procedure and customer relationships is critical to your success. deals a intuitive and budget friendly option that perfectly incorporates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a material, editor, or writer creator, can empower you to take control of your freelance journalism profession by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.