As a skilled freelance journalist, I comprehend the challenges of handling jobs, tracking leads, and supporting customer relationships. In this post, I will delve into the benefits of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for novices hey men welcome back in this video I will be showing you how to utilize Streak Crm Routemap for your customer relations collaboration communication and far more so let’s enter it first off you need to go to streak.com and you will land on this site right here now is a sort of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is truly fantastic and I’ll reveal you how to do that as a total novice it will help you customize a best process for your group and you will be able to get your work done now let’s in fact enter the procedure now is offered as an extension and it’s entirely free so once you get to the site 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 add to Chrome click ADD extension and your extension will be added okay 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 ensure to sign.
into the very same Gmail that you have included the uh you know streak to now it will ask you for your access and we’re gon na merely scroll down and click on enable after including this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting just recently viewed all tracked emails and upgraded reply and then 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 combines so you can see this resembles our brand-new control panel for here I’ll be able to develop 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 actually do that you will click on brand-new pipeline here and we have different alternatives firstly we have the stages so this is where you will select these phases for your pipeline and you can really we have actually a lead gotten in touch with pitched demonstration negotiating close phone closed uh you understand then we have supporting alright then we have Fields so in fields we have a date of last email last email from lead Source priority market deal size company size close rate e-mail thread count days and state and notes so if you want to include another phase you will click on this Plus on top and you will offer your stage a name let’s state that you actually wished to produce another um you know phase here for example let’s say 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 believe all of these are really currently created so this is actually pretty excellent what I will do is I will in fact get rid of this one and if you feel like there is um I think pitched and demo are sort of like the very same thing we simply choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s get rid of the demo here and after that we have working out 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 different fields that you want so you will click on this plus here and we have free type a date check box drop down General e-mail 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 opt for this one here this is the field that was actually missing out on and I’ll actually reorganize and put the notes here fine email thread count close date all right business’s size deal size and Business size okay let’s eliminate the company size and I’m gon na actually discover something else within the general where we have created by date developed fans and more so I really wish to choose the created.
by or maybe the followers due to the fact that I wish to keep track of my employee that are actually 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 great deal of alternatives available within streak is really one of the simplest and among the most uh you know flexible out there it’s very easy to use with templates we have jobs too within my project again if I didn’t wish to opt for these sales if I did with jobs then I can opt for the job phases right here and once again the fields the procedure is going to be comparable you will choose these stages from here on this plus button here and you can likewise offer it different various colors we likewise have company 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 real estate assistance and custom So within our assistance you can see we have actually incoming appointed dealing with resolved and noise this is really pretty good and we also have custom where I can really start something from the scratch completely according to my business for me we just have the sales so I’m gon na opt for the sales here and click on develop personal or.
shared so I will be sharing this with a staff member so I’m going to opt for the shared one here and click on create now it will simply 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 have the ability to add my Lead Series so you can actually click this fall and we have handle phase 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 have the ability to add it click the top here add 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 brand-new and click on go into so now you can see we have one lead developed let’s state 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 include another lead let’s call it brand-new 2 we can really open this up in a new tab from here too however I’m just for now I’m simply gon na work in this manner now you can see we have two leads then let’s say there was a gotten in touch with too there’s one working out so I’ll just simply click new now when you create a lead we can actually click on this link and it will now open the different fields that we included so this is a new Elite that I created and we have all of these various columns we have the fields that we developed remember and then we have invite colleagues so from here I can invite the employee we have add columns we have e-mails files and remarks you can switch to the emails and it will reveal you the emails that you got in files we can even upload files and then we have the comments 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 develop a lead within your once you’re finished 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 information gathered 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 deleting and sharing as well uh another thing with srix on top you will have the ability to see we have private alternative we have these three dots where we can find these stages Combinations and automation this is among the essential ones click here and you’ll have the ability to actually integrate um other apps within yourr transfer data for notifications for automations custom-made constructs and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they very easily and develop our CSV files likewise now I can change to my different folders that we have here and I can produce a brand-new pipeline we can change to our easy Gmail extremely quickly from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our combine e-mails now with our so this is the combine email and with merge e-mail what happens is I can really create a follow-up e-mails and different storage e-mails here and we have active instructs so using is really simple you can start free of charge by simply adding the integration and now you understand how to utilize as a total beginner do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me offer some context about my profession and how it associates with. As an independent journalist, I have actually dealt with various customers, managed several jobs at the same time, and kept a comprehensive network of contacts. Juggling these responsibilities can be frustrating, and I recognized the need for a centralized system to simplify my operations.
In my mission for a service, I explored different platforms but found them to be either too complicated or too expensive for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly integrates with Gmail, making it ideal for freelance journalists who greatly rely on e-mail communication. Here are some essential benefits of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Organization:.
allows you to track and organize your e-mails easily, providing you a clear introduction of your communications with clients, leads, and partners.
You can develop customizable pipelines straight within your inbox, making it simple to keep an eye on the development and manage of your jobs and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to envision and handle your sales procedure from list building to job conclusion.
You can classify contacts, produce custom-made stages, set tips, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Partnership and Team Effort:.
helps with collaboration by allowing you to share pipelines and interact with team members within the platform.
You can assign tasks, share crucial emails, and team up in real-time, enhancing performance and guaranteeing everybody remains on the exact same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repetitive jobs.
You can create design templates for typical e-mail responses, schedule follow-ups, and established pointers, conserving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, offers advantages in regards to coding and software advancement. Here’s how:.
provides a robust API and substantial developer documentation, making it simple to integrate with other tools and build customized solutions.
This versatility permits independent reporters with coding skills to extend the functionality of and customize it to their particular needs.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adapted to handle software application development projects, from ideation to implementation.
You can develop custom-made stages for various development stages, assign tasks to team members, and track development effectively.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and user friendly features, reducing the learning curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collective features that boost teamwork and communication.
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 sophisticated marketing automation features.
Dependence on Gmail for full functionality, restricting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
offers a more affordable solution, especially for freelancers and small companies.
HubSpot has a complimentary variation, but advanced features need a higher-tier paid membership.
Functions and Complexity:.
supplies a more comprehensive suite of functions, including sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, offering a streamlined experience.
Both and incorporate with different third-party tools.
‘s seamless combination with Gmail is useful for users greatly reliant on e-mail interaction.
As an independent reporter, managing your hiring procedure and client relationships is critical to your success. deals a budget-friendly and instinctive solution that perfectly integrates with Gmail, enabling you to streamline your operations and focus on your craft. While it might not have the innovative functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a material, writer, or editor developer, 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 ventures.