As an experienced freelance journalist, I understand the challenges of handling jobs, tracking leads, and nurturing client relationships. In this short article, I will dig into the benefits of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for novices hey guys welcome back in this video I will be revealing you how to use Streak Crm Platform Training for your customer relations partnership communication and a lot more so let’s enter into it first of all you need to go to streak.com and you will arrive on this website right here now is a sort of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is truly amazing and I’ll reveal you how to do that as a total newbie it will help you customize a perfect procedure for your group and you will have the ability to get your work done now let’s actually get into the procedure now is offered as an extension and it’s entirely complimentary so once you get to the site 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 ADD extension and your extension will be added fine it’s done and now it is contributing 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 make certain to sign.
into the exact same Gmail that you have included the uh you know streak to now it will ask you for your gain access to and we’re gon na just scroll down and click on enable after adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting recently seen all tracked e-mails and updated reply and after that we have this 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 merges so you can see this is like our brand-new control panel for here I’ll have the ability 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 brand-new pipeline let’s actually do that you will click on new pipeline here and we have different options first of all we have the stages so this is where you will select these stages for your pipeline and you can actually we have actually a lead contacted pitched demo negotiating close phone closed uh you know then we have supporting alright 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 e-mail thread count days and state and keeps in mind so if you wish to add another phase you will click on this Plus at the top and you will provide your stage a name let’s state that you actually wished to create another um you understand phase here for example let’s state I didn’t have no strings so I can create right here.
and you can give it your color so we can in fact select various colors for each of the stages however I think all of these are in fact currently developed so this is actually pretty outstanding 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 type 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 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 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 free kind a date check box fall General e-mail email tracking job calls and meetings so I do not 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 opt for this one here this is the field that was in fact missing out on and I’ll really rearrange and put the notes here okay e-mail thread count close date alright company’s size offer size and Company size okay let’s get rid of the business size and I’m gon na actually discover something else within the basic where we have created by date created followers and more so I in fact want to choose the developed.
by or perhaps the fans due to the fact that I wish to monitor my staff member 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 wanted for my pipeline now you can see there are a great deal of options offered within streak is in fact one of the easiest and among the most uh you know flexible out there it’s extremely easy to use with templates we have tasks too within my job again if I didn’t wish to choose these sales if I finished with jobs then I can opt for the task stages right here and again the fields the process is going to be comparable you will choose these phases from here on this plus button here and you can also offer it different various colors we likewise have service Dev here you can see then we have employing so if you do hiring then this is going to be your stages job search financier fundraising others real estate support and custom-made So within our assistance you can see we have inbound appointed dealing with dealt with and noise this is in fact pretty good and we likewise have custom where I can really start something from the scratch absolutely according to my service for me we simply 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 an employee so I’m going to go with the shared one here and click produce now it will just take a 2nd for a street to develop a pipeline for me so you can see this really looks pretty good now I will be able to include my Lead Series so you can actually click this fall and we have handle phase or rename so as I continue as I add various 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 include a box so click 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 on go into so now you can see we have actually one lead developed let’s say that there is actually 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 brand-new two we can actually open this up in a 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 say there was a called too there’s one negotiating so I’ll just simply click brand-new now when you create a lead we can in fact click on this link and it will now open up the various fields that we added so this is a brand-new Elite that I produced and we have all of these different columns we have the fields that we produced keep in mind and then we have invite teammates so from here I can invite the staff member we have add columns we have e-mails files and comments you can change to the e-mails and it will reveal you the e-mails that you got in files we can even submit 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.
attachments so this is how you create a lead within your as soon as you’re done with this you can in fact click on get in and it will be closed now it will reveal 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 select 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 be able to see we have personal option we have these three dots where we can find these stages Integrations and automation this is among the important ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer information for notifications for automations custom develops and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they really quickly and produce our CSV files likewise now I can switch to my different folders that we have here and I can create a brand-new pipeline we can change to our basic Gmail really quickly from here and it will also reveal me the emails that I will be receiving for my pipelines that I have developed we will even have our merge e-mails now with our so this is the merge e-mail and with combine e-mail what happens is I can in fact develop a follow-up e-mails and different storage emails here and we have active advises so using is truly simple you can start free of charge by just including the combination and now you understand how to use as a total newbie do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me provide some context about my career and how it relates to. As an independent reporter, I have actually worked with numerous clients, managed multiple jobs concurrently, and preserved a comprehensive network of contacts. Balancing these duties can be overwhelming, and I acknowledged the need for a central system to enhance my operations.
In my mission for an option, I explored numerous platforms but discovered them to be either too expensive or too intricate for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly integrates with Gmail, making it ideal for independent journalists who heavily rely on email interaction. Here are some crucial advantages of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Organization:.
enables you to track and organize your e-mails easily, offering you a clear summary of your interactions with clients, leads, and partners.
You can produce adjustable pipelines straight within your inbox, making it easy to manage and keep track of the progress of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to imagine and manage your sales process from list building to job conclusion.
You can classify contacts, develop customized stages, set tips, and track interactions, guaranteeing that no opportunity slips through the fractures.
Smooth Cooperation and Teamwork:.
assists in collaboration by enabling you to share pipelines and interact with employee within the platform.
You can assign tasks, share essential e-mails, and collaborate in real-time, improving efficiency and making sure everybody stays on the exact same page.
‘s versatile workflow system enables you to customize your pipelines and automate recurring jobs.
You can create design templates for typical e-mail responses, schedule follow-ups, and established pointers, saving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, provides advantages in terms of coding and software application advancement. Here’s how:.
provides a robust API and substantial developer documentation, making it easy to integrate with other tools and develop custom-made solutions.
This versatility permits independent reporters with coding abilities to extend the performance of and tailor it to their particular requirements.
Job Management for Software Advancement:.
‘s pipeline function can be adjusted to handle software application advancement projects, from ideation to release.
You can develop custom-made stages for various development stages, designate jobs to employee, and track progress efficiently.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive interface and user friendly functions, lessening the learning curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collaborative functions that boost team effort and interaction.
Developer-friendly API for combination and personalization.
Cost-efficient solution for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for full performance, restricting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
offers a more budget friendly service, especially for freelancers and small companies.
HubSpot has a complimentary variation, but advanced functions require a higher-tier paid subscription.
Features and Complexity:.
provides a more thorough suite of functions, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Both and integrate with numerous third-party tools.
‘s smooth integration with Gmail is useful for users heavily reliant on email interaction.
As a self-employed reporter, handling your hiring procedure and client relationships is vital to your success. deals a cost effective and intuitive option that effortlessly incorporates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it might not have the sophisticated 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, content, or author creator, can empower you to take control of your freelance journalism career by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.