As a skilled freelance journalist, I comprehend the challenges of managing tasks, tracking leads, and supporting client relationships. In this short article, I will dive into the benefits of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for novices hey people welcome back in this video I will be revealing you how to utilize Features Of Streak Crm for your customer relations partnership interaction and a lot more so let’s enter it first of all you require to go to streak.com and you will land on this site right here now is a type of CRM that we can add to our simple Gmail to turn our Gmail into our working Center 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 complete beginner it will assist you tailor an ideal procedure for your group and you will be able to get your work done now let’s really enter into the process now is readily available as an extension and it’s entirely complimentary so when you get to the website you’ll get this option 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 contribute to Chrome click ADD extension and your extension will be added all right 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 merely check in make certain 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 just scroll down and click enable after including this is what your Gmail will appear like now you can see here in our basic you know folders we are getting just 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 control panel for here I’ll have the ability to create a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go produce a new pipeline let’s really do that you will click on new pipeline here and we have various alternatives firstly we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have actually a lead called pitched demo negotiating close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern industry offer size business size close rate e-mail thread count days and state and keeps in mind so if you want to include another stage you will click on this Plus at the top and you will offer your stage a name let’s state that you actually wished to create another um you know phase here for instance let’s state I didn’t have no strings so I can develop right here.
and you can provide it your color so we can actually pick various colors for each of the stages but I think all of these are really already produced so this is actually pretty impressive what I will do is I will in fact eliminate this one and if you feel like there is um I believe pitched and demo are kind of like the same thing we just choose the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s eliminate the demo here and then we have negotiating with negotiating I can opt for 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 fall General email email tracking job calls and meetings 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 in fact missing out on and I’ll actually rearrange and put the notes here okay e-mail thread count close date alright company’s size deal size and Company size all right let’s eliminate the company size and I’m gon na in fact discover something else within the basic where we have produced by date developed followers and more so I really want to go for the produced.
by or maybe the followers due to the fact that I wish to track my staff member that are in fact following this so I will you know 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 options readily available within streak is in fact among the easiest and among the most uh you understand flexible out there it’s really easy to use with templates we have tasks too within my task once again if I didn’t wish to choose these sales if I made with jobs then I can choose the task phases right here and again the fields the process is going to be comparable you will select these phases from here on this plus button here and you can likewise provide it different different colors we likewise have company 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 financier fundraising others realty assistance and customized So within our support you can see we have actually inbound appointed working on resolved and noise this is really respectable and we likewise have customized where I can actually start something from the scratch absolutely according to my business for me we just have the sales so I’m gon na go with the sales here and click on develop personal or.
shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click on develop now it will simply take a 2nd for a street to develop a pipeline for me so you can see this in fact looks respectable now I will be able to include my Lead Series so you can really click this drop down and we have handle phase or relabel 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 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 say that there is actually 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 new 2 we can really open this up in a 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 state there was a contacted as well there’s one working out so I’ll just simply click on brand-new now as soon as 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 developed keep in mind and then we have welcome colleagues so from here I can invite the staff member we have include columns we have emails files and comments you can switch to the e-mails and it will reveal you the emails that you got in files we can even publish 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.
accessories so this is how you develop a lead within your as soon as you’re made with this you can actually click on enter 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 2 leads one gotten in touch with and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh one more thing with srix on top you will have the ability to see we have private option we have these 3 dots where we can find these phases Integrations and automation this is one of the important ones click on this link and you’ll have the ability to in fact integrate um other apps within yourr transfer data for alerts for automations custom constructs and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they really easily and create our CSV files likewise now I can switch to my various folders that we have here and I can create a new pipeline we can change to our simple Gmail very easily from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have developed we will even have our merge emails now with our so this is the combine email and with merge email what happens is I can in fact create a follow-up emails and different storage emails here and we have active instructs so utilizing is really simple you can get started for free by just including the combination and now you know how to utilize as a total newbie do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me offer some context about my career and how it associates with. As an independent journalist, I’ve worked with various clients, managed numerous tasks all at once, and kept a comprehensive network of contacts. Juggling these duties can be frustrating, and I acknowledged the requirement for a central system to enhance my operations.
In my mission for a solution, I explored different platforms however found them to be either too costly or too complicated for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly incorporates with Gmail, making it perfect for independent reporters who greatly count on email interaction. Here are some essential benefits of using for your freelance journalism working with process:.
User-friendly Email Tracking and Organization:.
allows you to track and arrange your e-mails effortlessly, providing you a clear overview of your interactions with clients, leads, and collaborators.
You can develop personalized pipelines directly within your inbox, making it simple to manage and monitor the progress of your assignments and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and manage your sales procedure from lead generation to project conclusion.
You can classify contacts, develop custom-made phases, set tips, and track interactions, guaranteeing that no opportunity slips through the fractures.
Smooth Partnership and Teamwork:.
facilitates cooperation by permitting you to share pipelines and interact with staff member within the platform.
You can appoint jobs, share important emails, and work together in real-time, boosting performance and making sure everybody stays on the same page.
‘s flexible workflow system allows you to customize your pipelines and automate repeated jobs.
You can create templates for typical email actions, schedule follow-ups, and established reminders, saving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, provides advantages in regards to coding and software development. Here’s how:.
offers a robust API and comprehensive developer documents, making it easy to integrate with other tools and build custom-made options.
This flexibility enables freelance journalists with coding skills to extend the functionality of and tailor it to their specific needs.
Job Management for Software Application Development:.
‘s pipeline feature can be adapted to handle software advancement tasks, from ideation to implementation.
You can create custom stages for different advancement stages, designate tasks to employee, and track progress efficiently.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Instinctive user interface and easy-to-use functions, decreasing the discovering curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collaborative features that improve team effort and communication.
Developer-friendly API for combination and modification.
Cost-efficient option for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation functions.
Dependence on Gmail for full functionality, limiting compatibility with other email providers.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more budget-friendly service, specifically for freelancers and small businesses.
HubSpot has a totally free variation, however advanced features need a higher-tier paid subscription.
Functions and Complexity:.
provides a more detailed suite of features, including advanced marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is helpful for users heavily reliant on email interaction.
As a freelance reporter, handling your hiring procedure and customer relationships is vital to your success. offers a budget-friendly and intuitive service that seamlessly integrates with Gmail, enabling you to improve your operations and concentrate on your craft. While it may not have the innovative functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a author, content, or editor creator, can empower you to take control of your freelance journalism profession by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.