As a skilled freelance journalist, I understand the difficulties of handling jobs, tracking leads, and supporting client relationships. In this post, I will dive into the advantages of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for beginners hey guys invite back in this video I will be revealing you how to utilize Streak Crm Opiniones for your client relations cooperation communication and far more so let’s get into it first off you require to go to streak.com and you will land on this site right here now is a type of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is really remarkable and I’ll show you how to do that as a complete beginner it will assist you personalize a perfect process for your team and you will have the ability to get your work done now let’s in fact enter the process now is offered as an extension and it’s completely complimentary so once you get to the site you’ll get this choice 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 all right it’s done and now it is adding to Gmail and it will take me directly 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 ensure to sign.
into the exact same Gmail that you have added 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 on allow after adding this is what your Gmail will look 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 brand-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 combines so you can see this is like our brand-new dashboard for here I’ll be able to develop a new pipeline we have our sales orders sales once again we have our Sports and hiring 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 alternatives first of all 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 called pitched demonstration negotiating close phone closed uh you understand then we have nurturing okay then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority industry deal size business size close rate e-mail thread count days and state and notes so if you wish to add another phase you will click on this Plus at the top and you will give your phase a name let’s state that you actually wanted to create another um you understand phase here for example let’s say I didn’t have no strings so I can create right here.
and you can provide it your color so we can in fact choose various colors for each of the stages but I think all of these are really already developed so this is actually pretty excellent what I will do is I will actually get rid of this one and if you feel like there is um I think pitched and demo are kind of like the exact same thing we simply choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s eliminate the demo 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 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 free kind a date check box fall General email e-mail tracking job 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 go with this one here this is the field that was really missing and I’ll really rearrange and put the notes here fine e-mail thread count close date all right business’s size deal size and Business size fine let’s get rid of the company size and I’m gon na really find something else within the general where we have actually produced by date produced followers and more so I really want to go for the developed.
by or maybe the fans since I want to keep track of my team members that are really following this so I will you understand 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 readily available within streak is actually among the most convenient and among the most uh you know flexible out there it’s really easy to use with templates we have projects too within my project once again if I didn’t wish to opt for these sales if I finished with projects then I can go with the project stages right here and again the fields the procedure is going to be similar you will pick these phases from here on this plus button here and you can likewise provide it various various colors we likewise have business Dev here you can see then we have working with so if you do working with then this is going to be your phases task search investor fundraising others property support and customized So within our assistance you can see we have actually incoming assigned dealing with fixed and sound this is in fact pretty good and we likewise have custom-made 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 go with the sales here and click produce personal or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click produce now it will simply take a 2nd for a street to develop 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 really click this drop down and we have handle stage or rename so as I proceed as I include various leads here what I I will do is I’ll just simply click and I’ll be able to add it click the top here include a box so click ADD box here and I’m going to include a box in the lead section here and let’s simply call it brand-new and click on get in so now you can see we have actually one lead created 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 add another lead let’s call it new two 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 two leads then let’s say there was a called too there’s one negotiating so I’ll just merely click on new now once you produce a lead we can actually click here and it will now open the various 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 produced remember and after that we have welcome teammates so from here I can welcome the employee we have include 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 upload files and after that 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 develop a lead within your as soon as you’re done with this you can in fact click on go into and it will be closed now it will reveal you something like this we have all of our information gathered here and at the top we’re getting our account such as two leads one called 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 too uh another thing with srix on top you will have the ability to see we have personal choice we have these three dots where we can discover these phases Combinations and automation this is among the important ones click on this link and you’ll have the ability to really incorporate um other apps within yourr transfer information for alerts for automations customized constructs and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely quickly and create our CSV files likewise now I can switch to my various folders that we have here and I can develop a brand-new pipeline we can switch to our easy Gmail extremely quickly from here and it will also show me the emails that I will be receiving for my pipelines that I have actually developed we will even have our merge e-mails now with our so this is the merge email and with merge email what takes place is I can in fact develop a follow-up e-mails and various storage emails here and we have active advises so using is truly simple you can get started free of charge by just including the integration and now you know how to utilize as a complete newbie do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me offer some context about my career and how it relates to. As a self-employed reporter, I’ve dealt with various clients, managed several tasks simultaneously, and kept a substantial network of contacts. Juggling these obligations can be frustrating, and I recognized the need for a centralized system to simplify my operations.
In my quest for a solution, I checked out numerous platforms but discovered them to be either too intricate or too costly 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 flawlessly incorporates with Gmail, making it perfect for independent reporters who heavily depend on email communication. Here are some crucial advantages of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Company:.
enables you to track and arrange your emails easily, giving you a clear overview of your interactions with clients, leads, and partners.
You can develop personalized pipelines straight within your inbox, making it simple to keep track of the progress and handle of your tasks and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and manage your sales procedure from lead generation to job completion.
You can classify contacts, develop customized stages, set suggestions, and track interactions, making sure that no opportunity slips through the fractures.
Seamless Collaboration and Teamwork:.
helps with partnership by permitting you to share pipelines and interact with team members within the platform.
You can assign jobs, share essential emails, and team up in real-time, enhancing performance and making sure everyone stays on the very same page.
‘s versatile workflow system allows you to customize your pipelines and automate repeated tasks.
You can develop templates for typical e-mail actions, schedule follow-ups, and set up reminders, conserving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in independent journalism, offers benefits in terms of coding and software application development. Here’s how:.
offers a robust API and substantial developer documentation, making it simple to incorporate with other tools and construct custom services.
This versatility enables freelance journalists with coding skills to extend the performance of and customize it to their specific requirements.
Task Management for Software Advancement:.
‘s pipeline function can be adapted to manage software advancement jobs, from ideation to deployment.
You can produce custom-made stages for various development stages, appoint jobs to team members, and track development efficiently.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and easy-to-use functions, minimizing the discovering curve.
Customizable pipelines and workflows to adjust to private requirements.
Collaborative features that improve teamwork and communication.
Developer-friendly API for combination and customization.
Cost-effective solution for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation functions.
Reliance on Gmail for complete performance, limiting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
offers a more budget-friendly solution, particularly for freelancers and small companies.
HubSpot has a complimentary variation, but advanced functions need a higher-tier paid membership.
Features and Intricacy:.
offers a more comprehensive suite of features, including advanced marketing automation and analytics.
focuses on simpleness and ease of use, offering a structured experience.
Both and incorporate with numerous third-party tools.
‘s smooth combination with Gmail is helpful for users heavily reliant on e-mail communication.
As a self-employed journalist, managing your hiring process and client relationships is critical to your success. offers a user-friendly and budget friendly option that perfectly integrates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it might not have the innovative functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re an editor, author, or content 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 ventures.