As an experienced freelance journalist, I understand the difficulties of handling jobs, tracking leads, and nurturing customer relationships. In this article, I will delve into the advantages of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey guys welcome back in this video I will be revealing you how to utilize Cost Of Streak Crm for your consumer relations cooperation interaction and much more so let’s enter into it to start with you require to go to streak.com and you will arrive at this site right here now is a sort of CRM that we can add to our simple Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is truly remarkable and I’ll reveal you how to do that as a complete newbie it will help you tailor an ideal process for your group 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 free so once you get to the website you’ll get this choice 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 add 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 sign in make sure to sign.
into the exact same Gmail that you have included the uh you know 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 simple you know folders we are getting just recently viewed all tracked e-mails and updated reply and after that we have this brand-new alternative 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 is like our brand-new control panel for here I’ll be able to develop a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go produce a new pipeline let’s actually do that you will click on brand-new pipeline here and we have various options first of all we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have actually a lead contacted pitched demo negotiating close phone closed uh you understand then we have supporting all right then we have Fields so in fields we have a date of last email last email from lead Source priority market deal size company size close rate email thread count days and state and notes so if you wish to add another phase you will click this Plus at the top and you will give your stage a name let’s say that you really wanted to create another um you know stage here for instance let’s say I didn’t have no strings so I can produce right here.
and you can give it your color so we can actually select various colors for each of the stages but I believe all of these are in fact already produced so this is really pretty outstanding what I will do is I will really get rid of this one and if you seem like there is um I believe pitched and demo are sort of like the very same thing we simply go with the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s eliminate the demo here and then we have working out 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 on this plus here and we have free kind a date check box drop down General email e-mail tracking task 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 opt for this one here this is the field that was actually missing and I’ll in fact reorganize and put the notes here fine email thread count close date fine business’s size deal size and Business size okay let’s eliminate the business size and I’m gon na in fact discover something else within the basic where we have actually produced by date produced followers and more so I actually want to opt for the created.
by or possibly the fans because I want to keep track of my staff member 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 wanted for my pipeline now you can see there are a great deal of choices readily available within streak is in fact one of the easiest and among the most uh you know flexible out there it’s extremely easy to use with design templates we have tasks too within my job once again if I didn’t wish to choose these sales if I did with projects then I can opt for the job phases right here and again the fields the process is going to be similar you will choose these phases from here on this plus button here and you can likewise offer it different various colors we likewise have company Dev here you can see then we have employing so if you do hiring then this is going to be your phases job search investor fundraising others property support and custom So within our support you can see we have incoming designated working on dealt with and sound this is really respectable and we also have custom where I can in fact start something from the scratch totally according to my company for me we just have the sales so I’m gon na go with the sales here and click on create 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 just 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 add my Lead Series so you can really click this fall and we have handle phase or rename so as I proceed as I add 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 on ADD box here and I’m going to include a box in the lead section here and let’s simply call it brand-new and click go into so now you can see we have one lead produced 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 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 in this manner now you can see we have 2 leads then let’s say there was a contacted as well there’s one working out so I’ll just simply click new now when you create a lead we can really click on this link and it will now open up the various fields that we included so this is a brand-new Elite that I produced and we have all of these different columns we have the fields that we created remember and then we have invite teammates so from here I can invite the team members we have include columns we have emails files and comments you can change to the e-mails and it will show you the emails that you got in files we can even upload files and then we have the comments at the top here once again we have the call log we have our meeting notes and we even have our.
attachments so this is how you create a lead within your once you’re made with this you can actually click on go into 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 called 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 perform bulk actions such as deleting and sharing too uh another thing with srix on top you will have the ability to see we have private choice we have these 3 dots where we can find these stages Integrations and automation this is among the important ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer information for notifications for automations custom builds and more we can likewise incorporate 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 different folders that we have here and I can develop a brand-new pipeline we can change to our basic Gmail extremely quickly from here and it will likewise reveal me the e-mails 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 combine e-mail and with combine e-mail what takes place is I can actually 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 started free of charge by just including the integration and now you know how to use as a complete beginner do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me supply some context about my career and how it associates with. As a freelance journalist, I’ve worked with numerous clients, handled numerous tasks at the same time, and maintained a substantial network of contacts. Juggling these duties can be overwhelming, and I acknowledged the requirement for a central system to streamline my operations.
In my mission for a solution, I explored various platforms but found them to be either too complicated or too costly for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly incorporates with Gmail, making it ideal for freelance journalists who greatly depend on e-mail communication. Here are some crucial benefits of using for your freelance journalism hiring procedure:.
User-friendly Email Tracking and Company:.
permits you to track and arrange your e-mails easily, offering you a clear introduction of your interactions with clients, leads, and collaborators.
You can produce adjustable pipelines straight within your inbox, making it easy to keep track of the progress and manage of your projects and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to picture and handle your sales procedure from list building to project conclusion.
You can categorize contacts, develop custom-made stages, set tips, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Cooperation and Team Effort:.
facilitates cooperation by enabling you to share pipelines and interact with team members within the platform.
You can appoint tasks, share essential emails, and work together in real-time, boosting productivity and ensuring everybody stays on the very same page.
‘s versatile workflow system enables you to customize your pipelines and automate recurring tasks.
You can create templates for common e-mail responses, schedule follow-ups, and set up tips, saving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, offers benefits in terms of coding and software application development. Here’s how:.
offers a robust API and extensive designer documentation, making it simple to integrate with other tools and develop custom-made solutions.
This versatility permits independent journalists with coding abilities to extend the functionality of and customize it to their particular needs.
Project Management for Software Development:.
‘s pipeline function can be adapted to manage software application development projects, from ideation to deployment.
You can create customized stages for different advancement phases, assign jobs to staff member, and track development effectively.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and user friendly features, lessening the discovering curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collaborative functions that improve teamwork and interaction.
Developer-friendly API for combination and modification.
Cost-effective option for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation features.
Reliance on Gmail for full functionality, restricting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While deals considerable benefits for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
uses a more budget friendly solution, specifically for freelancers and small companies.
HubSpot has a complimentary version, however advanced functions require a higher-tier paid membership.
Features and Complexity:.
offers a more comprehensive suite of functions, including sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, providing a structured experience.
Both and incorporate with numerous third-party tools.
‘s smooth integration with Gmail is useful for users greatly reliant on e-mail interaction.
As an independent journalist, handling your hiring procedure and customer relationships is paramount to your success. offers a cost effective and instinctive solution that effortlessly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it might not have the advanced functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a writer, editor, or content creator, can empower you to take control of your freelance journalism profession by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.