As a seasoned freelance journalist, I understand the difficulties of managing projects, tracking leads, and nurturing 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 use for novices hey men welcome back in this video I will be revealing you how to utilize Streak Free Crm Vs Streak for your client relations partnership communication and a lot more so let’s enter into it first off 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 add 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 incredible and I’ll reveal you how to do that as a total novice it will help you tailor an ideal procedure for your team and you will be able to get your work done now let’s really enter the procedure now is offered as an extension and it’s totally free so once you get to the website you’ll get this option 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 on add to Chrome click ADD extension and your extension will be added 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 just sign in ensure 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 merely scroll down and click on enable after adding this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting just recently seen all tracked e-mails and updated reply and after that we have this brand-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 combines so you can see this resembles our new dashboard for here I’ll be able to produce a brand-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 in fact do that you will click on new pipeline here and we have different alternatives first off we have the stages so this is where you will choose these stages for your pipeline and you can actually we have a lead called pitched demonstration negotiating close phone closed uh you understand then we have nurturing alright then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority market offer size company size close rate email thread count days and state and notes so if you want to add another phase you will click on this Plus on top and you will offer your phase a name let’s say that you really wanted to create another um you know stage here for example let’s state I didn’t have no strings so I can create right here.
and you can provide it your color so we can really select various colors for each of the stages however I believe all of these are actually already developed so this is really pretty impressive what I will do is I will in fact get rid of this one and if you feel like there is um I believe pitched and demonstration are sort of like the very same thing we simply opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s eliminate the demonstration here and after that we have negotiating 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 various fields that you desire so you will click this plus here and we have complimentary form a date check box drop down General email e-mail tracking job calls and conferences 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 go with this one here this is the field that was in fact missing and I’ll really rearrange and put the notes here all right e-mail thread count close date all right company’s size deal size and Business size okay let’s get rid of the company size and I’m gon na really discover something else within the basic where we have actually created by date developed fans and more so I really want to choose the produced.
by or maybe the fans due to the fact that I wish to monitor my team members that are actually following this so I will you understand put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a lot of choices offered within streak is really one of the easiest and among the most uh you understand flexible out there it’s extremely easy to use with design templates we have jobs too within my task again if I didn’t wish to choose these sales if I finished with projects then I can choose the project phases right here and once again the fields the process 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 service Dev here you can see then we have hiring so if you do employing then this is going to be your phases job search investor fundraising others property support and customized So within our support you can see we have actually incoming appointed dealing with solved and sound this is in fact pretty good and we likewise have customized where I can really start something from the scratch completely according to my organization for me we merely have the sales so I’m gon na choose the sales here and click create 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 on create now it will just take a 2nd for a street to create a pipeline for me so you can see this really looks respectable now I will be able to include my Lead Series so you can actually click this fall and we have manage stage or relabel so as I proceed as I add various leads here what I I will do is I’ll just merely click and I’ll be able to include it click the top here include a box so click on ADD box here and I’m going to include a box in the lead section here and let’s just call it brand-new and click on 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 add another lead let’s call it 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 2 leads then let’s state there was a gotten in touch with as well there’s one negotiating so I’ll just simply click brand-new now as soon as you create a lead we can actually click on this link and it will now open up the various fields that we added so this is a brand-new Elite that I produced and we have all of these different columns we have the fields that we developed remember and then we have invite teammates so from here I can welcome the staff member we have add columns we have e-mails files and comments you can change to the e-mails and it will show you the e-mails that you got in files we can even submit files and then we have the remarks at the top here again we have the call log we have our meeting notes and we even have our.
attachments so this is how you develop a lead within your as soon as you’re made with this you can really 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 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 perform bulk actions such as erasing and sharing too uh another thing with srix at the top you will be able to see we have personal alternative we have these three dots where we can discover these phases Integrations and automation this is one of the essential ones click on this link and you’ll have the ability to actually integrate um other apps within yourr transfer data for notices for automations custom develops and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they really easily and create our CSV files similarly now I can switch to my various folders that we have here and I can develop a brand-new pipeline we can change to our easy Gmail very easily from here and it will also show me the e-mails that I will be getting for my pipelines that I have produced we will even have our merge e-mails now with our so this is the combine e-mail and with combine e-mail what occurs is I can in fact create a follow-up e-mails and different storage e-mails here and we have active instructs so using is truly easy you can get going free of charge by simply including the combination and now you know how to use as a complete newbie do not.
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 relates to. As a self-employed reporter, I have actually worked with various clients, handled numerous tasks simultaneously, and kept a comprehensive network of contacts. Juggling these responsibilities can be frustrating, and I recognized the need for a central system to enhance my operations.
In my mission for a service, I checked out numerous platforms but found them to be either too pricey or too complex for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly integrates with Gmail, making it ideal for self-employed journalists who greatly rely on email interaction. Here are some key benefits of using for your freelance journalism hiring procedure:.
User-friendly Email Tracking and Company:.
enables you to track and organize your e-mails easily, offering you a clear summary of your communications with clients, leads, and collaborators.
You can create customizable pipelines directly within your inbox, making it easy to keep an eye on the progress and handle of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to imagine and handle your sales process from lead generation to project conclusion.
You can categorize contacts, produce custom-made phases, set suggestions, and track interactions, guaranteeing that no opportunity slips through the fractures.
Seamless Partnership and Team Effort:.
facilitates collaboration by permitting you to share pipelines and communicate with employee within the platform.
You can assign jobs, share important emails, and collaborate in real-time, boosting efficiency and ensuring everybody remains on the same page.
‘s flexible workflow system allows you to customize your pipelines and automate recurring tasks.
You can produce templates for typical email reactions, schedule follow-ups, and established reminders, conserving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, provides benefits in regards to coding and software development. Here’s how:.
supplies a robust API and substantial designer documents, making it easy to integrate with other tools and develop custom solutions.
This versatility permits freelance reporters with coding abilities to extend the functionality of and tailor it to their particular requirements.
Task Management for Software Advancement:.
‘s pipeline feature can be adapted to manage software application advancement tasks, from ideation to deployment.
You can create customized stages for various development phases, designate tasks to employee, and track development effectively.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive user interface and easy-to-use functions, reducing the finding out curve.
Customizable pipelines and workflows to adjust to private requirements.
Collaborative features that enhance teamwork and communication.
Developer-friendly API for combination and personalization.
Affordable service for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation functions.
Dependence on Gmail for complete functionality, limiting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more inexpensive solution, particularly for freelancers and small companies.
HubSpot has a totally free version, but advanced functions require a higher-tier paid membership.
Features and Complexity:.
provides a more detailed suite of features, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Both and incorporate with various third-party tools.
‘s smooth combination with Gmail is advantageous for users greatly reliant on email communication.
As a freelance reporter, managing your hiring process and client relationships is vital to your success. offers a user-friendly and budget friendly option that flawlessly integrates with Gmail, enabling you to streamline your operations and focus on your craft. While it may not have the sophisticated features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a writer, editor, or material developer, can empower you to take control of your freelance journalism profession by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.