As a seasoned freelance journalist, I understand the obstacles of managing tasks, tracking leads, and supporting customer relationships. In this post, I will dig into the benefits of utilizing 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 people invite back in this video I will be revealing you how to utilize Streak Crm Tutorial for your consumer relations collaboration interaction and a lot more so let’s enter into it to start with you need to go to streak.com and you will arrive on this site right here now is a kind 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 fantastic and I’ll show you how to do that as a complete novice it will assist you tailor an ideal procedure 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 entirely free so once you get to the website you’ll get this alternative here which is contribute 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 on add to Chrome click ADD extension and your extension will be added all right 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 make sure to sign.
into the exact same Gmail that you have actually included the uh you know streak to now it will ask you for your access and we’re gon na simply scroll down and click allow after adding this is what your Gmail will appear like now you can see here in our simple you know folders we are getting recently seen all tracked e-mails and upgraded reply and then we have this brand-new choice 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 new dashboard for here I’ll be able to produce 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 brand-new pipeline let’s actually do that you will click brand-new pipeline here and we have various choices firstly we have the stages so this is where you will select these phases for your pipeline and you can really we have a lead called pitched demonstration negotiating close phone closed uh you know 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 company size close rate e-mail thread count days and state and notes so if you want to add another stage you will click on this Plus at the top and you will give your phase a name let’s state that you really wished to create another um you understand stage here for instance let’s state I didn’t have no strings so I can produce right here.
and you can provide it your color so we can actually choose various colors for each of the stages however I think all of these are actually currently produced so this is actually quite outstanding what I will do is I will really get rid of this one and if you feel like there is um I believe pitched and demo are kind of like the very same thing we just opt for the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s get rid of the demo here and then 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 various fields that you want so you will click on this plus here and we have totally free kind a date check box drop down General email e-mail tracking job 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 actually missing out on and I’ll actually reorganize and put the notes here all right email thread count close date okay business’s size deal size and Company size fine let’s get rid of the business size and I’m gon na in fact find something else within the general where we have created by date created followers and more so I actually want to go for the produced.
by or possibly the fans because I wish to keep track of my staff member that are actually following this so I will you know 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 choices offered within streak is really among the easiest and one of the most uh you understand flexible out there it’s really easy to use with templates we have jobs too within my project once again if I didn’t wish to go for these sales if I did with tasks then I can go with the task phases right here and once 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 give it various different colors we also have organization Dev here you can see then we have employing so if you do hiring then this is going to be your phases task search investor fundraising others real estate assistance and customized So within our support you can see we have actually inbound designated dealing with fixed and noise this is in fact pretty good and we also have custom where I can really start something from the scratch completely according to my company for me we just have the sales so I’m gon na opt for the sales here and click produce private 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 produce now it will simply take a second for a street to develop 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 in fact click on this drop down and we have handle stage or rename so as I proceed as I add various leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click the top here add a box so click ADD box here and I’m going to add a box in the lead section here and let’s simply call it new and click get in so now you can see we have one lead created let’s state that there is in fact closed one so I’m going to add one here let’s just for now let’s call it new I’m going to include 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 this way now you can see we have 2 leads then let’s say there was a contacted as well there’s one working out so I’ll just merely click new now when you develop a lead we can actually click on this link and it will now open up the different fields that we added so this is a new Elite that I produced and we have all of these different columns we have the fields that we created remember and then we have invite colleagues so from here I can welcome the staff member we have include columns we have e-mails files and comments you can switch to the e-mails and it will reveal you the e-mails that you got in files we can even upload files and then we have the comments at the top here again we have the call log we have our conference notes and we even have our.
attachments so this is how you develop a lead within your once you’re made with this you can really click enter and it will be closed now it will show you something like this we have all of our data collected here and at the top we’re getting our account such as 2 leads one gotten in touch with 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 carry out bulk actions such as deleting and sharing too uh another thing with srix on top you will be able to see we have private choice we have these three dots where we can discover these phases Integrations and automation this is one of the crucial ones click on this link and you’ll have the ability to actually integrate um other apps within yourr transfer data for notifications for automations customized develops and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely easily and create our CSV files similarly now I can change to my different folders that we have here and I can create a brand-new pipeline we can change to our simple Gmail extremely quickly from here and it will likewise show me the emails that I will be receiving for my pipelines that I have actually developed we will even have our combine e-mails now with our so this is the merge e-mail and with merge e-mail what takes place is I can really develop a follow-up e-mails and various storage emails here and we have active advises so using is truly easy you can get started free of charge by simply including the combination and now you know how to use as a complete newbie don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me supply some context about my career and how it relates to. As an independent reporter, I have actually worked with numerous customers, handled several projects concurrently, and kept a comprehensive network of contacts. Balancing these obligations can be overwhelming, and I recognized the need for a central system to improve my operations.
In my mission for a solution, I explored different platforms but found them to be either too pricey or too intricate for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly integrates with Gmail, making it ideal for self-employed journalists who heavily depend on email interaction. Here are some essential benefits of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Organization:.
allows you to track and arrange your emails easily, giving you a clear introduction of your interactions with customers, leads, and partners.
You can develop personalized pipelines directly within your inbox, making it simple to manage and keep an eye on the development of your tasks and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales procedure from lead generation to job completion.
You can categorize contacts, develop custom-made phases, set reminders, and track interactions, making sure that no opportunity slips through the cracks.
Seamless Partnership and Team Effort:.
helps with partnership by enabling you to share pipelines and interact with staff member within the platform.
You can designate tasks, share crucial e-mails, and team up in real-time, enhancing performance and guaranteeing everyone stays on the exact same page.
‘s flexible workflow system enables you to personalize your pipelines and automate recurring jobs.
You can produce templates for common e-mail responses, schedule follow-ups, and established suggestions, conserving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in independent journalism, provides advantages in regards to coding and software advancement. Here’s how:.
provides a robust API and extensive developer documents, making it simple to incorporate with other tools and build custom-made services.
This flexibility enables independent reporters with coding skills to extend the performance of and customize it to their specific needs.
Job Management for Software Application Development:.
‘s pipeline function can be adjusted to manage software application advancement jobs, from ideation to deployment.
You can produce custom stages for various development stages, appoint tasks to staff member, and track development effectively.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive user interface and easy-to-use features, reducing the finding out curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collective features that boost teamwork and communication.
Developer-friendly API for integration and modification.
Affordable option for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation functions.
Reliance on Gmail for full performance, limiting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While offers considerable benefits for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more budget-friendly option, particularly for freelancers and small companies.
HubSpot has a complimentary variation, but advanced functions need a higher-tier paid subscription.
Features and Intricacy:.
provides a more comprehensive suite of functions, including innovative marketing automation and analytics.
concentrates on simplicity and ease of use, offering a structured experience.
Both and incorporate with numerous third-party tools.
‘s seamless combination with Gmail is advantageous for users greatly reliant on e-mail communication.
As a freelance reporter, handling your hiring process and customer relationships is paramount to your success. offers a user-friendly and budget-friendly solution that effortlessly integrates with Gmail, allowing you to enhance your operations and focus on your craft. While it may not have the sophisticated features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a writer, editor, or content developer, can empower you to take control of your freelance journalism career by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.