As an experienced freelance journalist, I comprehend the challenges of handling tasks, tracking leads, and supporting customer relationships. In this post, I will delve into the benefits 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 use for beginners hey men invite back in this video I will be revealing you how to utilize Streak Is A Crm & Workflow Management System for your customer relations partnership interaction and a lot more so let’s get into it firstly you need to go to streak.com and you will land on this site right here now is a kind 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 actually incredible and I’ll show you how to do that as a total novice it will help you tailor a best procedure for your group and you will have the ability to get your work done now let’s actually enter into the process now is offered as an extension and it’s totally complimentary so as soon as you get to the site you’ll get this option 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 on add to Chrome click ADD extension and your extension will be included 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 just check in make sure to sign.
into the very 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 on permit after including this is what your Gmail will look like now you can see here in our basic you understand folders we are getting recently viewed all tracked emails and upgraded 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 brand-new control panel for here I’ll be able to develop a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go produce a new pipeline let’s in fact do that you will click new pipeline here and we have different alternatives first off we have the stages so this is where you will pick these phases for your pipeline and you can really we have a lead contacted pitched demonstration 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 business 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 state that you actually wanted to produce another um you know phase here for example let’s say I didn’t have no strings so I can develop right here.
and you can offer it your color so we can actually pick various colors for each of the stages but I believe all of these are in fact currently developed so this is in fact pretty 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 type of like the exact same thing we just choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact 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 different fields that you desire so you will click this plus here and we have free type a date check box fall General email email tracking task 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 choose this one here this is the field that was in fact missing and I’ll in fact rearrange and put the notes here alright e-mail thread count close date all right business’s size deal size and Company size okay let’s eliminate the business size and I’m gon na in fact find something else within the general where we have produced by date developed followers and more so I really want to opt for the created.
by or possibly the fans since I wish to keep track of my employee that are in fact 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 great deal of options offered within streak is really among the easiest and among the most uh you understand versatile out there it’s really easy to use with design templates we have projects too within my job again if I didn’t want to opt for these sales if I finished with projects then I can opt for the task stages right here and again the fields the process is going to be similar you will select these stages from here on this plus button here and you can also give it different different colors we likewise have business Dev here you can see then we have hiring so if you do hiring then this is going to be your stages job search investor fundraising others realty support and customized So within our support you can see we have actually incoming appointed working on dealt with and sound this is in fact pretty good and we likewise have custom where I can in fact start something from the scratch absolutely according to my service 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 an employee so I’m going to go with the shared one here and click develop now it will simply take a second for a street to create a pipeline for me so you can see this actually looks respectable now I will have the ability to add my Lead Series so you can actually click on this drop down and we have manage phase or rename 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 the top here add a box so click on 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 go into so now you can see we have actually one lead developed let’s state that there is really 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 brand-new 2 we can in fact open this up in a brand-new tab from here too but 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 gotten in touch with also there’s one working out so I’ll just merely click new now when you produce a lead we can in fact 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 various columns we have the fields that we produced keep in mind and after that we have invite teammates so from here I can invite the staff member 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 submit files and after that 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 enter and it will be closed now it will reveal you something like this we have all of our data gathered 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 choose different leads from here the stages and we can carry out bulk actions such as deleting and sharing as well uh one more thing with srix on top you will have the ability to see we have private choice we have these three dots where we can discover these phases Combinations and automation this is among the important ones click on this link and you’ll have the ability to really incorporate um other apps within yourr transfer information for notices for automations customized builds and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they very easily and create our CSV files similarly now I can change to my various folders that we have here and I can produce a brand-new pipeline we can switch to our easy Gmail really easily from here and it will also show me the emails that I will be getting for my pipelines that I have produced we will even have our combine emails now with our so this is the merge email and with combine e-mail what takes place is I can actually produce a follow-up e-mails and different storage e-mails here and we have active advises so utilizing is really easy you can get going totally free by just including the combination and now you know how to utilize as a total novice do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me provide some context about my career and how it connects to. As a freelance reporter, I have actually dealt with many clients, managed several projects all at once, and kept a comprehensive network of contacts. Balancing these duties can be overwhelming, and I acknowledged the requirement for a centralized system to simplify my operations.
In my mission for a solution, I checked out various platforms but found them to be either too pricey or too complicated for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly integrates with Gmail, making it perfect for self-employed reporters who heavily rely on email interaction. Here are some key benefits of using for your freelance journalism hiring procedure:.
User-friendly Email Tracking and Company:.
allows you to track and organize your e-mails easily, offering you a clear overview of your communications with customers, leads, and partners.
You can create personalized pipelines directly within your inbox, making it easy to monitor the progress and handle of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to envision and handle your sales process from lead generation to task conclusion.
You can categorize contacts, create custom phases, set tips, and track interactions, making sure that no chance slips through the fractures.
Smooth Collaboration and Teamwork:.
facilitates cooperation by permitting you to share pipelines and communicate with team members within the platform.
You can appoint tasks, share essential e-mails, and team up in real-time, boosting productivity and making sure everybody stays on the very same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repetitive tasks.
You can produce templates for common email actions, schedule follow-ups, and established tips, conserving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, provides advantages in terms of coding and software development. Here’s how:.
supplies a robust API and comprehensive designer documentation, making it easy to integrate with other tools and develop custom-made options.
This versatility allows self-employed reporters with coding abilities to extend the functionality of and tailor it to their specific requirements.
Task Management for Software Development:.
‘s pipeline feature can be adapted to handle software advancement tasks, from ideation to release.
You can develop custom-made phases for different development stages, assign tasks to team members, and track progress effectively.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and easy-to-use functions, lessening the learning curve.
Customizable pipelines and workflows to adjust to private requirements.
Collective functions that boost team effort and interaction.
Developer-friendly API for integration and personalization.
Affordable service for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Reliance on Gmail for full performance, limiting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers substantial benefits for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more economical service, particularly for freelancers and small businesses.
HubSpot has a totally free version, but advanced functions require a higher-tier paid subscription.
Functions and Intricacy:.
provides a more extensive suite of features, including innovative marketing automation and analytics.
concentrates on simpleness and ease of use, using a structured experience.
Both and integrate with different third-party tools.
‘s seamless combination with Gmail is beneficial for users heavily reliant on e-mail interaction.
As a self-employed reporter, handling your hiring process and client relationships is critical to your success. offers a inexpensive and instinctive service that perfectly incorporates with Gmail, enabling you to streamline your operations and focus on your craft. While it might 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 journalists.
Whether you’re a author, editor, or content creator, can empower you to take control of your freelance journalism profession by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.