As an experienced freelance journalist, I understand the challenges of handling projects, tracking leads, and nurturing client relationships. In this post, I will delve into the benefits of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for newbies hey men invite back in this video I will be showing you how to utilize Streak Crm Vs Airtable for your consumer relations collaboration interaction and a lot more so let’s get into it to start with you need to go to streak.com and you will arrive on this website right here now is a kind of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Center 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 beginner it will assist you customize a perfect procedure for your team and you will have the ability to get your work done now let’s really enter the procedure now is readily available as an extension and it’s completely totally free so as soon as you get to the website you’ll get this choice 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 add to Chrome click ADD extension and your extension will be included alright it’s done and now it is adding 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 sure to sign.
into the exact same Gmail that you have actually added 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 including this is what your Gmail will look like now you can see here in our easy you know folders we are getting just recently viewed all tracked e-mails and upgraded reply and then we have this new option 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 resembles our 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 hiring so this is where we’ll go create a brand-new pipeline let’s actually 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 select these stages for your pipeline and you can in fact we have a lead contacted pitched demonstration negotiating close phone closed uh you know then we have supporting all right 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 notes so if you wish to include another phase you will click this Plus at the top and you will offer your stage a name let’s say that you really wanted to develop another um you know phase here for example let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can really choose various colors for each of the stages however I believe all of these are actually already developed so this is actually pretty excellent what I will do is I will in fact get rid of this one and if you seem like there is um I think pitched and demonstration are sort of like the exact same thing we simply go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s eliminate the demonstration here and then we have working out with negotiating I can choose 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 on this plus here and we have totally free type a date check box fall General email 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 actually missing out on and I’ll in fact reorganize and put the notes here alright e-mail thread count close date all right business’s size deal size and Business size okay let’s get rid of the business size and I’m gon na actually find something else within the basic where we have actually produced by date developed fans and more so I in fact wish to go for the produced.
by or perhaps the followers because I want to track my staff member that are really following this so I will you understand put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a lot of options readily available within streak is really among the simplest and among the most uh you understand flexible out there it’s really easy to use with design templates we have jobs too within my task again if I didn’t want to choose these sales if I did with projects then I can choose the project stages right here and again the fields the procedure is going to be similar you will select these stages from here on this plus button here and you can also offer it different various colors we also have business Dev here you can see then we have working with so if you do hiring then this is going to be your stages task search investor fundraising others property assistance and custom So within our assistance you can see we have inbound assigned dealing with resolved and sound this is really respectable and we likewise have custom-made where I can in fact start something from the scratch totally according to my service for me we just have the sales so I’m gon na go with the sales here and click create 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 develop now it will just take a second for a street to develop a pipeline for me so you can see this really looks respectable now I will be able to add my Lead Series so you can actually click this fall and we have handle stage or rename so as I proceed as I include various leads here what I I will do is I’ll just merely click and I’ll have the ability to include it click on the top here include a box so click on ADD box here and I’m going to include a box in the lead area here and let’s simply call it new and click go into so now you can see we have one lead created let’s state 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 really open this up in a brand-new tab from here too however I’m just for now I’m just gon na work by doing this now you can see we have 2 leads then let’s state there was a called as well there’s one working out so I’ll just simply click brand-new now once you create a lead we can really click on this link and it will now open the different fields that we included so this is a new Elite that I developed and we have all of these different columns we have the fields that we created remember and after that we have welcome colleagues so from here I can invite the staff member we have add columns we have emails files and comments you can switch to the emails and it will show 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 conference notes and we even have our.
accessories so this is how you create a lead within your once you’re finished with this you can really click get in 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 two leads one gotten in touch with and something like this and this is where you will be getting your list we can choose various leads from here the stages and we can carry out bulk actions such as erasing and sharing also uh another thing with srix at the top you will be able to see we have private alternative we have these 3 dots where we can discover these phases Integrations and automation this is one of the important ones click on this link and you’ll have the ability to actually incorporate um other apps within yourr transfer data for notices for automations custom-made builds and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they really easily and produce our CSV files similarly 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 basic Gmail extremely quickly from here and it will likewise show me the emails that I will be getting for my pipelines that I have actually produced we will even have our combine e-mails now with our so this is the merge e-mail and with combine e-mail what takes place is I can really produce a follow-up e-mails and different storage e-mails here and we have active instructs so using is really simple you can get started for free by simply adding the combination and now you know how to utilize as a total newbie don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me supply some context about my career and how it relates to. As a self-employed journalist, I’ve worked with various customers, handled multiple tasks simultaneously, and preserved a comprehensive network of contacts. Balancing these obligations can be overwhelming, and I acknowledged the need for a central system to simplify my operations.
In my mission for an option, I explored various platforms but discovered them to be either too complicated or too pricey for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly incorporates with Gmail, making it perfect for self-employed journalists who greatly rely on email interaction. Here are some crucial benefits of using for your freelance journalism employing process:.
Instinctive Email Tracking and Organization:.
allows you to track and arrange your emails easily, giving you a clear introduction of your communications with customers, leads, and collaborators.
You can produce customizable pipelines straight within your inbox, making it simple to keep track of the development and handle of your assignments and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to envision and handle your sales process from list building to task completion.
You can classify contacts, develop customized phases, set suggestions, and track interactions, making sure that no opportunity slips through the fractures.
Seamless Cooperation and Teamwork:.
assists in collaboration by permitting you to share pipelines and interact with employee within the platform.
You can appoint tasks, share important emails, and collaborate in real-time, boosting efficiency and making sure everyone remains on the very same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repetitive jobs.
You can produce design templates for common e-mail reactions, schedule follow-ups, and set up reminders, saving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, provides benefits in regards to coding and software application advancement. Here’s how:.
provides a robust API and substantial developer paperwork, making it easy to incorporate with other tools and build custom services.
This versatility enables freelance reporters with coding skills to extend the performance of and customize it to their particular needs.
Project Management for Software Application Development:.
‘s pipeline feature can be adapted to manage software advancement jobs, from ideation to release.
You can produce custom-made phases for different development stages, designate tasks to team members, and track development efficiently.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and easy-to-use features, lessening the learning curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collective functions that enhance teamwork and interaction.
Developer-friendly API for integration and personalization.
Economical option for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation functions.
Reliance on Gmail for full functionality, limiting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While deals substantial advantages for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more affordable option, particularly for freelancers and small businesses.
HubSpot has a free variation, but advanced functions need a higher-tier paid subscription.
Functions and Complexity:.
supplies a more thorough suite of functions, including sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, providing a streamlined experience.
Both and incorporate with different third-party tools.
‘s smooth combination with Gmail is helpful for users greatly reliant on e-mail communication.
As a freelance reporter, handling your hiring process and client relationships is critical to your success. offers a user-friendly and budget-friendly service that seamlessly integrates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it may not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re an editor, material, or author developer, can empower you to take control of your freelance journalism career by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.