As a skilled freelance journalist, I understand the difficulties of handling projects, tracking leads, and supporting customer relationships. In this post, I will dive into the benefits of utilizing 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 beginners hey guys welcome back in this video I will be showing you how to utilize Streak Crm Mobile App for your client relations partnership interaction and much more so let’s enter into it firstly you need to go to streak.com and you will arrive at this website right here now is a sort of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is really fantastic and I’ll show you how to do that as a complete novice it will help you customize a best process for your group and you will have the ability to get your work done now let’s in fact enter the procedure now is readily available as an extension and it’s entirely totally free so once you get to the site you’ll get this choice 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 contribute to Chrome click ADD extension and your extension will be added fine 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 merely check in make sure to sign.
into the very same Gmail that you have actually included the uh you understand streak to now it will ask you for your access and we’re gon na simply scroll down and click on permit after adding this is what your Gmail will look like now you can see here in our basic you understand folders we are getting just recently viewed all tracked e-mails and updated reply and then we have this brand-new choice which is the pipeline so if I click 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 control panel for here I’ll be able to produce a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go create a new pipeline let’s in fact do that you will click brand-new pipeline here and we have different options first off we have the stages so this is where you will select these stages for your pipeline and you can in fact we have actually a lead contacted pitched demo negotiating close phone closed uh you understand then we have nurturing alright then we have Fields so in fields we have a date of last email last e-mail from lead Source priority industry deal size business size close rate email thread count days and state and keeps in mind so if you wish to add another stage you will click on this Plus on top and you will offer your stage a name let’s say that you actually wished to create another um you know phase here for example let’s state I didn’t have no strings so I can create right here.
and you can offer it your color so we can actually choose various colors for each of the stages however I think all of these are in fact already produced so this is really pretty excellent what I will do is I will actually get rid of this one and if you seem like there is um I believe pitched and demonstration are sort of like the same thing we just choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is in fact 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 stages then I will scroll down to the fields here with each pipeline what are the different fields that you desire so you will click this plus here and we have totally free form a date check box drop down General email e-mail tracking job calls and conferences 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 choose this one here this is the field that was actually missing out on and I’ll really reorganize and put the notes here all right email thread count close date all right business’s size deal size and Business size all right let’s eliminate the business size and I’m gon na really discover something else within the general where we have developed by date produced fans and more so I in fact want to choose the produced.
by or maybe the followers due to the fact that I wish to keep an eye on my employee that are really following this so I will you understand 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 options readily available within streak is really one of the easiest and one of the most uh you understand flexible out there it’s very easy to use with templates we have tasks too within my job once again if I didn’t want to choose these sales if I made with jobs then I can opt for the job stages right here and once again the fields the process is going to be similar you will select these stages from here on this plus button here and you can likewise give it different various colors we also have organization 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 investor fundraising others property support and custom So within our assistance you can see we have actually incoming assigned working on resolved and sound this is really respectable and we also have customized where I can in fact start something from the scratch totally according to my service for me we just have the sales so I’m gon na go with the sales here and click develop personal or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click create 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 have the ability to include my Lead Series so you can in fact click this fall and we have handle stage or rename so as I continue as I include 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 on ADD box here and I’m going to add a box in the lead area here and let’s just call it new and click enter so now you can see we have actually one lead developed let’s say 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 two we can actually open this up in a new tab from here too however I’m just for now I’m simply gon na work by doing this now you can see we have 2 leads then let’s say there was a contacted as well there’s one negotiating so I’ll just merely click on brand-new now when you create a lead we can actually click here 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 created remember and then we have welcome colleagues so from here I can welcome 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 e-mails that you got in files we can even submit files and then we have the comments 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 develop a lead within your when you’re done with this you can really click 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 called and something like this and this is where you will be getting your list we can choose various 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 have the ability to see we have private option we have these 3 dots where we can discover these stages Combinations and automation this is among the crucial ones click on this link and you’ll have the ability to really integrate um other apps within yourr transfer information for notices for automations customized builds and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export information they extremely easily and produce our CSV files likewise now I can switch to my various folders that we have here and I can produce a new pipeline we can change to our simple Gmail extremely easily from here and it will also reveal me the emails that I will be getting for my pipelines that I have developed we will even have our merge emails now with our so this is the merge email and with combine email what occurs is I can actually develop a follow-up e-mails and various storage emails here and we have active instructs so utilizing is actually easy you can get going totally free by simply adding the integration and now you understand how to use as a total newbie don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me provide some context about my profession and how it associates with. As a freelance journalist, I have actually worked with various clients, managed several tasks at the same time, and maintained an extensive network of contacts. Balancing these responsibilities can be overwhelming, and I acknowledged the need for a central system to streamline my operations.
In my quest for an option, I explored numerous platforms however discovered them to be either too pricey or too complicated 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 consumer relationship management tool that effortlessly incorporates with Gmail, making it ideal for independent journalists who heavily depend 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 introduction of your interactions with clients, leads, and collaborators.
You can develop customizable pipelines straight within your inbox, making it simple to keep track of the progress and handle of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to picture and handle your sales process from lead generation to project conclusion.
You can classify contacts, create customized phases, set suggestions, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Partnership and Team Effort:.
helps with cooperation by allowing you to share pipelines and interact with team members within the platform.
You can appoint tasks, share important emails, and team up in real-time, enhancing efficiency and making sure everyone stays on the same page.
‘s flexible workflow system allows you to tailor your pipelines and automate recurring tasks.
You can create templates for typical e-mail actions, schedule follow-ups, and established suggestions, saving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, provides advantages in regards to coding and software application development. Here’s how:.
provides a robust API and comprehensive designer documents, making it simple to integrate with other tools and build custom-made options.
This versatility permits independent journalists with coding skills to extend the performance of and tailor it to their particular requirements.
Project Management for Software Development:.
‘s pipeline function can be adapted to manage software advancement projects, from ideation to deployment.
You can develop custom-made phases for various development phases, appoint tasks to employee, and track progress effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
Instinctive user interface and easy-to-use features, lessening the learning curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collaborative functions that improve teamwork and interaction.
Developer-friendly API for combination and personalization.
Affordable solution for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation functions.
Reliance on Gmail for complete performance, restricting compatibility with other email companies.
Contrast with HubSpot CRM:.
While deals considerable advantages for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
uses a more budget-friendly option, especially for freelancers and small companies.
HubSpot has a free version, however advanced features need a higher-tier paid subscription.
Features and Intricacy:.
provides a more comprehensive suite of functions, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, offering a streamlined experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is beneficial for users greatly reliant on email interaction.
As an independent journalist, managing your hiring procedure and customer relationships is critical to your success. offers a economical and intuitive option that seamlessly incorporates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it might not have the sophisticated features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a author, content, or editor creator, can empower you to take control of your freelance journalism career by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.