As an experienced freelance journalist, I comprehend the difficulties of managing tasks, tracking leads, and nurturing customer relationships. In this article, I will delve into the advantages of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for novices hey people welcome back in this video I will be revealing you how to use Streak Crm Twitter for your consumer relations cooperation interaction and a lot more so let’s enter it firstly 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 actually turn our Gmail into a platform which is truly fantastic and I’ll reveal you how to do that as a total beginner it will assist you tailor a perfect process for your team and you will be able to get your work done now let’s actually enter into the procedure now is available as an extension and it’s totally complimentary so when you get to the site you’ll get this alternative here which is add 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 contribute to Chrome click ADD extension and your extension will be added okay 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 simply check in make certain to sign.
into the exact same Gmail that you have actually added the uh you understand 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 easy you know folders we are getting just recently seen all tracked e-mails and updated reply and then we have this brand-new alternative 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 new control panel for here I’ll have the ability to produce a brand-new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go produce a brand-new pipeline let’s in fact do that you will click on brand-new pipeline here and we have different options first of all we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have a lead called pitched demo 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 e-mail last e-mail from lead Source top priority market offer size company 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 this Plus at the top and you will give your phase a name let’s state that you in fact wished to develop another um you understand stage 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 pick different colors for each of the stages however I believe all of these are in fact currently produced so this is actually quite remarkable what I will do is I will in fact eliminate this one and if you feel like there is um I think pitched and demo are sort of like the same thing we just opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s get rid of 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 different fields that you want so you will click on this plus here and we have totally free form a date check box drop down General e-mail e-mail tracking job calls and conferences 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 really missing and I’ll actually rearrange and put the notes here okay email thread count close date alright business’s size deal size and Business size fine let’s eliminate the business size and I’m gon na in fact discover something else within the general where we have actually produced by date created fans and more so I in fact want to go for the developed.
by or maybe the fans because I wish to keep track of my employee 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 options available within streak is really among the simplest and among the most uh you understand flexible out there it’s extremely easy to use with templates we have tasks too within my project again if I didn’t want to go for these sales if I made with jobs then I can go with the job phases right here and again the fields the procedure is going to be comparable you will choose these phases from here on this plus button here and you can also give it different various colors we also have service Dev here you can see then we have employing so if you do employing then this is going to be your phases task search financier fundraising others real estate support and custom-made So within our assistance you can see we have actually incoming assigned dealing with resolved and sound this is in fact pretty good and we likewise have custom where I can actually start something from the scratch completely according to my organization for me we just 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 team member so I’m going to go with the shared one here and click on produce now it will simply 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 be able to include my Lead Series so you can in fact click on this drop down and we have handle stage or relabel so as I continue as I include various leads here what I I will do is I’ll just simply click and I’ll be able to include 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 just call it new and click get in so now you can see we have actually one lead produced let’s say that there is really 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 include another lead let’s call it brand-new 2 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 this way now you can see we have two leads then let’s state there was a contacted as well there’s one negotiating so I’ll just merely click new now once you create a lead we can really click on this link and it will now open up the different fields that we added 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 after that we have welcome teammates so from here I can welcome the staff member we have add columns we have e-mails files and remarks you can change to the emails and it will show you the e-mails that you got in files we can even submit files and then 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.
accessories so this is how you produce a lead within your once you’re made 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 information gathered 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 various leads from here the stages and we can carry out bulk actions such as erasing and sharing as well uh another thing with srix at the top you will be able to see we have private option we have these 3 dots where we can discover these phases Combinations and automation this is among the essential 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 develops and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they really quickly and create our CSV files similarly now I can change to my different folders that we have here and I can produce a new pipeline we can switch to our simple Gmail really easily from here and it will also 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 combine email what happens is I can really develop a follow-up emails and different storage emails here and we have active instructs so utilizing is actually easy you can get going for free by just adding the integration and now you know how to utilize as a total novice don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me provide some context about my profession and how it associates with. As a freelance reporter, I’ve worked with various clients, managed several tasks simultaneously, and preserved a substantial network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the requirement for a central system to simplify my operations.
In my mission for a solution, I checked out different platforms but found them to be either too costly or too complicated for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly integrates with Gmail, making it perfect for freelance journalists who heavily depend on e-mail interaction. Here are some crucial advantages of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Organization:.
enables you to track and arrange your e-mails easily, giving you a clear overview of your interactions with clients, leads, and partners.
You can produce customizable pipelines straight within your inbox, making it easy to handle and monitor the progress of your tasks and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and handle your sales process from list building to task conclusion.
You can classify contacts, create customized phases, set reminders, and track interactions, ensuring that no opportunity slips through the cracks.
Smooth Collaboration and Team Effort:.
facilitates collaboration by enabling you to share pipelines and interact with team members within the platform.
You can assign jobs, share essential emails, and team up in real-time, boosting productivity and making sure everyone remains on the exact same page.
‘s versatile workflow system allows you to tailor your pipelines and automate repetitive tasks.
You can develop templates for common email reactions, schedule follow-ups, and established tips, conserving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, uses benefits in regards to coding and software application development. Here’s how:.
offers a robust API and extensive developer documentation, making it simple to incorporate with other tools and construct custom-made services.
This versatility enables independent reporters with coding abilities to extend the performance of and tailor it to their particular requirements.
Project Management for Software Advancement:.
‘s pipeline function can be adjusted to manage software application advancement jobs, from ideation to deployment.
You can develop customized phases for different advancement stages, designate tasks to employee, and track progress effectively.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and user friendly features, reducing the discovering curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collaborative functions that improve team effort and communication.
Developer-friendly API for combination and customization.
Cost-efficient solution for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for complete performance, limiting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
uses a more cost effective option, specifically for freelancers and small businesses.
HubSpot has a complimentary variation, however advanced features require a higher-tier paid membership.
Functions and Complexity:.
provides a more extensive suite of features, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, using a structured experience.
Both and integrate with numerous third-party tools.
‘s seamless combination with Gmail is advantageous for users heavily reliant on e-mail communication.
As a self-employed reporter, handling your hiring procedure and client relationships is critical to your success. offers a inexpensive and user-friendly service that perfectly integrates with Gmail, allowing you to simplify your operations and focus on your craft. While it may not have the sophisticated functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a material, editor, or author developer, can empower you to take control of your freelance journalism career by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.