As a skilled freelance journalist, I understand the challenges of managing tasks, tracking leads, and nurturing customer relationships. In this short article, I will delve into the advantages of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and supply 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 Starter Plan for your consumer relations cooperation interaction and far more so let’s enter into it first of all you require to go to streak.com and you will land on this site right here now is a sort of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is truly incredible and I’ll show you how to do that as a total beginner it will assist you customize a perfect process for your group 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 totally complimentary so when you get to the website you’ll get this choice here which is contribute to Chrome and you’re.
going to choose this one now it will take you to Chrome dot google.com extensions and this is our extension here click add to Chrome click on 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 just 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 access and we’re gon na simply scroll down and click on allow after including this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting recently seen all tracked emails and upgraded reply and then we have this brand-new alternative 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 new dashboard for here I’ll have the ability to create 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 brand-new pipeline let’s in fact do that you will click new pipeline here and we have various options to start with we have the stages so this is where you will pick these stages for your pipeline and you can in fact 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 email last e-mail from lead Source concern market deal size company size close rate e-mail thread count days and state and keeps in mind so if you wish to include another phase you will click this Plus at the top and you will provide your phase a name let’s say that you actually wanted to develop another um you understand stage here for example let’s say I didn’t have no strings so I can produce right here.
and you can give it your color so we can really pick various colors for each of the stages however I think all of these are really already produced so this is really quite remarkable 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 very same thing we simply opt for 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 working out 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 various fields that you want so you will click this plus here and we have totally free type a date check box fall General e-mail 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 go with this one here this is the field that was actually missing and I’ll in fact rearrange and put the notes here fine e-mail thread count close date fine company’s size deal size and Business size okay let’s get rid of the company size and I’m gon na really find something else within the basic where we have actually created by date developed followers and more so I actually want to opt for the created.
by or perhaps the followers due to the fact that I wish to monitor my team members that are really 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 lot of alternatives available within streak is really among the easiest and one of the most uh you know flexible out there it’s very easy to use with design templates we have jobs too within my project again if I didn’t wish to opt for these sales if I made with projects then I can choose the job stages right here and again the fields the procedure is going to be comparable you will pick these phases from here on this plus button here and you can also provide it different different colors we also have business Dev here you can see then we have hiring so if you do working with then this is going to be your stages job search investor fundraising others realty support and custom So within our support you can see we have incoming assigned working on solved and sound this is really respectable and we likewise have custom where I can in fact start something from the scratch completely 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 go with the shared one here and click create now it will simply take a second for a street to produce a pipeline for me so you can see this in fact looks respectable now I will have the ability to add my Lead Series so you can in fact click on this drop down and we have handle phase or relabel 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 include it click on the top here add a box so click 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 on get in so now you can see we have actually one lead created 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 brand-new I’m going to add another lead let’s call it 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 two leads then let’s state there was a gotten in touch with also there’s one working out so I’ll just simply click new now once 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 brand-new Elite that I developed and we have all of these different columns we have the fields that we developed remember and then we have welcome colleagues so from here I can welcome the employee we have include columns we have e-mails files and remarks you can switch to the e-mails and it will show you the emails that you got in files we can even publish 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.
attachments so this is how you create a lead within your once you’re made with this you can actually click go into and it will be closed now it will reveal you something like this we have all of our data collected 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 pick various leads from here the stages and we can perform bulk actions such as erasing and sharing also uh another thing with srix on top you will have the ability to see we have personal choice we have these 3 dots where we can find these phases Combinations and automation this is one of the important ones click here and you’ll have the ability to in fact integrate um other apps within yourr transfer information for alerts for automations custom-made develops and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they very quickly and develop our CSV files similarly now I can switch to my various folders that we have here and I can produce a brand-new pipeline we can change to our basic Gmail very 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 combine e-mail and with combine email what happens is I can in fact create a follow-up e-mails and various storage emails here and we have active advises so utilizing is actually simple you can begin free of charge by just including the combination and now you understand how to use as a complete newbie don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me offer some context about my profession and how it relates to. As a freelance journalist, I have actually worked with various clients, managed numerous jobs all at once, and preserved a substantial network of contacts. Juggling these obligations can be frustrating, and I acknowledged the need for a central system to streamline my operations.
In my mission for a solution, I checked out numerous platforms but discovered them to be either too pricey or too complex for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly integrates with Gmail, making it ideal for self-employed reporters who heavily depend on email interaction. Here are some crucial advantages of using for your freelance journalism employing process:.
Intuitive Email Tracking and Organization:.
allows you to track and arrange your e-mails easily, providing you a clear overview of your interactions with clients, leads, and partners.
You can create adjustable pipelines straight within your inbox, making it easy to manage and monitor the development of your jobs and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to visualize and manage your sales procedure from lead generation to task completion.
You can classify contacts, create customized stages, set pointers, and track interactions, guaranteeing that no opportunity slips through the cracks.
Seamless Partnership and Team Effort:.
assists in collaboration by enabling you to share pipelines and interact with employee within the platform.
You can appoint jobs, share essential e-mails, and work together in real-time, improving efficiency and guaranteeing everyone stays on the exact same page.
‘s flexible workflow system enables you to customize your pipelines and automate repeated jobs.
You can create design templates for common e-mail responses, schedule follow-ups, and set up reminders, saving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, uses advantages in regards to coding and software development. Here’s how:.
offers a robust API and comprehensive designer documents, making it simple to integrate with other tools and construct customized solutions.
This flexibility allows independent journalists with coding skills to extend the performance of and tailor it to their particular needs.
Task Management for Software Advancement:.
‘s pipeline function can be adjusted to handle software advancement jobs, from ideation to release.
You can produce custom-made stages for different development stages, assign tasks to staff member, and track development efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Instinctive interface and easy-to-use features, minimizing the learning curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collaborative features that improve teamwork and interaction.
Developer-friendly API for integration and modification.
Affordable solution for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation functions.
Reliance on Gmail for complete functionality, restricting compatibility with other email companies.
Comparison with HubSpot CRM:.
While deals substantial benefits for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more economical service, especially for freelancers and small companies.
HubSpot has a totally free version, but advanced features require a higher-tier paid membership.
Functions and Complexity:.
offers a more thorough suite of features, consisting of sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, using a structured experience.
Both and incorporate with different third-party tools.
‘s smooth combination with Gmail is useful for users greatly reliant on e-mail interaction.
As a self-employed reporter, handling your hiring procedure and client relationships is critical to your success. offers a instinctive and budget-friendly service that flawlessly incorporates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it may not have the advanced functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a material, author, or editor creator, can empower you to take control of your freelance journalism profession by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.