As a skilled freelance journalist, I understand the challenges of managing projects, tracking leads, and supporting client relationships. In this post, I will dig into the advantages 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 beginners hey people invite back in this video I will be showing you how to utilize Streak Crm Partner for your consumer relations partnership communication and a lot more so let’s enter into it first off you need to go to streak.com and you will arrive on 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 really turn our Gmail into a platform which is truly amazing and I’ll reveal you how to do that as a complete novice it will help you personalize a perfect process for your team and you will be able to get your work done now let’s really enter into the procedure now is offered as an extension and it’s totally complimentary so once 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 on add to Chrome click on ADD extension and your extension will be included all right 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 included the uh you understand streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click on enable after adding this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting recently seen all tracked emails and updated reply and then we have this 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 merges so you can see this resembles our brand-new control panel for here I’ll have the ability to develop a new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go create a new pipeline let’s actually do that you will click brand-new pipeline here and we have various options to start with we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have actually a lead contacted pitched demo working out 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 concern industry deal size company size close rate email thread count days and state and keeps in mind so if you want to include another phase you will click this Plus at the top and you will offer your phase a name let’s state that you really wanted to create another um you know stage 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 select various colors for each of the stages however I believe all of these are really already developed so this is actually quite impressive what I will do is I will really get rid of this one and if you seem like there is um I think pitched and demo are sort of like the exact same thing we just opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s eliminate the demo here and after that we have negotiating with negotiating I can opt for 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 desire so you will click this plus here and we have complimentary type a date check box fall General e-mail e-mail tracking task calls and conferences so I don’t 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 opt for this one here this is the field that was really missing and I’ll actually rearrange and put the notes here fine e-mail thread count close date all right company’s size offer size and Company size okay let’s eliminate the company size and I’m gon na really find something else within the general where we have created by date developed fans and more so I really wish to go for the produced.
by or maybe the fans because I wish to monitor my team members that are in fact following this so I will you understand put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a lot of choices available within streak is actually among the easiest and one of the most uh you know flexible out there it’s really easy to use with templates we have projects too within my task once again if I didn’t wish to opt for these sales if I did with jobs then I can choose the task phases right here and again the fields the procedure is going to be similar you will choose these stages from here on this plus button here and you can likewise give it different various colors we also have service Dev here you can see then we have hiring so if you do employing then this is going to be your phases task search financier fundraising others property support and customized So within our assistance you can see we have actually incoming appointed dealing with resolved and sound this is actually respectable and we likewise have custom where I can in fact start something from the scratch totally according to my organization for me we merely have the sales so I’m gon na choose the sales here and click on develop 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 develop now it will just take a 2nd for a street to create a pipeline for me so you can see this in fact looks pretty good now I will have the ability to include my Lead Series so you can actually click this drop down and we have handle phase or rename so as I continue as I include different leads here what I I will do is I’ll just merely click and I’ll be able to add it click on the top here add a box so click ADD box here and I’m going to include a box in the lead section here and let’s just call it brand-new and click on enter so now you can see we have one lead developed 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 brand-new I’m going to add another lead let’s call it brand-new 2 we can actually open this up in a brand-new tab from here too but I’m just for now I’m simply 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 working out so I’ll just simply click on new now as soon as you create a lead we can actually click here and it will now open up the different fields that we included so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we created remember and then we have welcome teammates so from here I can invite the team members we have add columns we have emails files and remarks you can change to the e-mails and it will show you the e-mails that you got in files we can even publish files and after that we have the comments 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 create a lead within your when you’re done with this you can in fact click on enter 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 contacted and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can perform bulk actions such as erasing and sharing too uh one more thing with srix on top you will have the ability to see we have private choice we have these three dots where we can discover these phases Combinations and automation this is one of the important ones click on this link and you’ll be able to really integrate um other apps within yourr transfer information for notices for automations custom builds and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they very easily and produce our CSV files similarly now I can switch to my different folders that we have here and I can produce a new pipeline we can change to our simple Gmail very quickly from here and it will also show me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our merge emails now with our so this is the merge e-mail and with merge email what occurs is I can in fact produce a follow-up e-mails and different storage emails here and we have active advises so using is really simple you can start free of charge by just including the combination and now you know how to utilize as a total beginner do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me supply some context about my career and how it associates with. As a freelance reporter, I’ve worked with various clients, handled several jobs concurrently, and kept a substantial network of contacts. Balancing these responsibilities can be overwhelming, and I recognized the need for a central system to enhance my operations.
In my mission for a service, I checked out numerous platforms but discovered them to be either too costly or too complex for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly integrates with Gmail, making it ideal for self-employed reporters who greatly depend on e-mail interaction. Here are some crucial benefits of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Organization:.
allows you to track and arrange your emails easily, offering you a clear overview of your interactions with customers, leads, and partners.
You can create adjustable pipelines directly within your inbox, making it easy to monitor the progress and manage of your assignments and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to imagine and handle your sales procedure from list building to task conclusion.
You can classify contacts, develop custom-made stages, set reminders, and track interactions, guaranteeing that no opportunity slips through the fractures.
Seamless Cooperation and Teamwork:.
assists in cooperation by enabling you to share pipelines and communicate with staff member within the platform.
You can designate tasks, share crucial emails, and team up in real-time, boosting productivity and guaranteeing everybody stays on the same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repetitive tasks.
You can create templates for common email actions, schedule follow-ups, and established reminders, conserving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, uses advantages in regards to coding and software advancement. Here’s how:.
provides a robust API and substantial developer documentation, making it easy to incorporate with other tools and develop custom services.
This flexibility allows self-employed journalists with coding abilities to extend the performance of and customize it to their specific requirements.
Task Management for Software Development:.
‘s pipeline function can be adapted to handle software application development projects, from ideation to deployment.
You can create custom-made phases for different development stages, assign jobs to team members, and track progress efficiently.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and easy-to-use functions, reducing the learning curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collective features that enhance team effort and interaction.
Developer-friendly API for combination and customization.
Cost-efficient service for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation features.
Reliance on Gmail for full performance, restricting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While offers considerable benefits for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more affordable solution, specifically for freelancers and small businesses.
HubSpot has a free version, however advanced features need a higher-tier paid membership.
Functions and Complexity:.
offers a more comprehensive suite of functions, consisting of sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, offering a structured experience.
Both and integrate with numerous third-party tools.
‘s seamless combination with Gmail is beneficial for users heavily reliant on email communication.
As an independent reporter, managing your hiring procedure and client relationships is critical to your success. offers a cost effective and instinctive option that perfectly incorporates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it might not have the innovative features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a content, editor, or writer 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 impact of Streak CRM in your freelance journalism undertakings.