As a seasoned freelance reporter, I understand the challenges of managing projects, tracking leads, and nurturing client relationships. In this short article, I will dig into the advantages of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for novices hey guys invite back in this video I will be showing you how to use What Is A Crm Streak for your customer relations cooperation communication and a lot more so let’s enter into it first of all 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 add to our basic Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is really remarkable and I’ll reveal you how to do that as a total beginner it will assist you personalize a perfect procedure for your group and you will have the ability to get your work done now let’s really get into the procedure now is readily available as an extension and it’s entirely complimentary so as soon as 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 add to Chrome click on ADD extension and your extension will be added fine it’s done and now it is contributing 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 certain 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 gain access to and we’re gon na simply scroll down and click permit after including this is what your Gmail will appear like now you can see here in our easy you know folders we are getting recently viewed all tracked e-mails and upgraded reply and then we have this brand-new choice 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 is like our brand-new dashboard for here I’ll have the ability 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 create a new pipeline let’s really do that you will click on new pipeline here and we have various choices first off we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have a lead gotten in touch with pitched demonstration working out close phone closed uh you understand then we have supporting okay 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 company size close rate e-mail thread count days and state and notes so if you want to add another phase 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 develop another um you understand phase here for instance let’s say I didn’t have no strings so I can create right here.
and you can give it your color so we can in fact select different colors for each of the stages however I think all of these are actually already developed so this is actually quite outstanding what I will do is I will in fact eliminate this one and if you feel like there is um I think pitched and demonstration are type of like the same thing we simply choose the pitch so what I’ll do is uh we have 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 choose 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 this plus here and we have totally free form a date check box drop down General email email tracking job calls and conferences so I don’t 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 actually missing out on and I’ll really reorganize and put the notes here fine email thread count close date alright company’s size offer size and Company size alright let’s eliminate the company size and I’m gon na actually find something else within the basic where we have actually developed by date created followers and more so I really want to opt for the created.
by or maybe the fans due to the fact that I wish to monitor my employee that are really following this so I will you understand put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a great deal of alternatives offered within streak is really one of the easiest and among the most uh you understand versatile out there it’s extremely easy to use with templates we have tasks too within my project once again if I didn’t wish to choose these sales if I made with jobs then I can opt for the project phases right here and once again the fields the process is going to be comparable you will select these stages from here on this plus button here and you can also give it various various colors we also have company Dev here you can see then we have working with so if you do employing then this is going to be your stages task search investor fundraising others realty assistance and custom-made So within our assistance you can see we have actually inbound assigned dealing with dealt with and sound this is actually pretty good and we likewise have custom-made where I can in fact start something from the scratch totally according to my company for me we simply have the sales so I’m gon na choose the sales here and click develop personal or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click create now it will just take a 2nd for a street to produce a pipeline for me so you can see this really looks pretty good now I will be able to include my Lead Series so you can in fact click on this fall and we have handle stage or rename so as I continue as I include different leads here what I I will do is I’ll just simply click and I’ll have the ability 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 brand-new and click enter so now you can see we have actually 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 new I’m going to add another lead let’s call it brand-new 2 we can in fact open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work by doing this now you can see we have 2 leads then let’s say there was a gotten in touch with as well there’s one negotiating so I’ll just merely click on brand-new now when you create a lead we can really click here and it will now open up the different fields that we included so this is a brand-new Elite that I developed and we have all of these various columns we have the fields that we developed remember and after that we have invite colleagues so from here I can welcome the employee we have include columns we have e-mails files and comments you can switch to the emails and it will reveal you the e-mails that you got in files we can even upload files and after that we have the comments 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 produce a lead within your as soon as you’re done 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 2 leads one contacted and something like this and this is where you will be getting your list we can select various leads from here the stages and we can perform bulk actions such as deleting and sharing also uh another thing with srix at the top you will be able to see we have personal option we have these three dots where we can find these stages 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 information for alerts for automations customized builds and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they extremely easily and develop our CSV files likewise now I can change to my different folders that we have here and I can produce a brand-new pipeline we can switch to our simple Gmail very quickly from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have actually created we will even have our merge emails now with our so this is the combine e-mail and with combine email what occurs is I can actually create a follow-up emails and different storage emails here and we have active advises so utilizing is really simple you can start for free by simply adding the integration and now you know how to use as a total newbie don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me offer some context about my profession and how it associates with. As a self-employed reporter, I have actually dealt with numerous customers, managed multiple jobs concurrently, and maintained a substantial network of contacts. Balancing these duties can be frustrating, and I recognized the need for a centralized system to improve my operations.
In my quest for an option, I checked out various platforms however discovered them to be either too intricate or too expensive for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly incorporates with Gmail, making it ideal for independent reporters who heavily rely on email interaction. Here are some key benefits of using for your freelance journalism working with procedure:.
User-friendly Email Tracking and Company:.
enables you to track and arrange your e-mails easily, providing you a clear overview of your interactions with clients, leads, and collaborators.
You can develop customizable pipelines directly within your inbox, making it easy to monitor the progress and manage of your assignments and jobs.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and handle your sales process from list building to project completion.
You can categorize contacts, create customized stages, set suggestions, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Cooperation and Teamwork:.
facilitates partnership by permitting you to share pipelines and communicate with employee within the platform.
You can assign jobs, share important e-mails, and team up in real-time, boosting performance and making sure everybody stays on the same page.
‘s flexible workflow system enables you to customize your pipelines and automate repetitive tasks.
You can develop templates for typical e-mail responses, schedule follow-ups, and set up suggestions, saving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, offers benefits in regards to coding and software application development. Here’s how:.
supplies a robust API and substantial developer documents, making it simple to incorporate with other tools and develop custom solutions.
This versatility allows independent journalists with coding skills to extend the functionality of and tailor it to their specific requirements.
Project Management for Software Application Advancement:.
‘s pipeline function can be adapted to handle software application development tasks, from ideation to deployment.
You can develop custom-made phases for different development phases, assign tasks to staff member, and track development effectively.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and easy-to-use features, lessening the learning curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collaborative functions that enhance team effort and communication.
Developer-friendly API for combination and personalization.
Economical solution for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Reliance on Gmail for full performance, restricting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more budget-friendly solution, particularly for freelancers and small businesses.
HubSpot has a free variation, however advanced functions need a higher-tier paid membership.
Functions and Complexity:.
supplies a more comprehensive suite of functions, consisting of sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, using a structured experience.
Both and incorporate with different third-party tools.
‘s seamless combination with Gmail is beneficial for users heavily reliant on email interaction.
As an independent journalist, handling your hiring procedure and client relationships is vital to your success. offers a user-friendly and affordable option that seamlessly incorporates with Gmail, enabling you to improve your operations and focus on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a material, author, or editor creator, can empower you to take control of your freelance journalism profession by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.