As a skilled freelance journalist, I comprehend the obstacles of managing projects, tracking leads, and supporting client relationships. In this short article, I will delve into the benefits of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for novices hey guys welcome back in this video I will be revealing you how to use How Good Is Streak Crm for your customer relations partnership interaction and a lot more so let’s enter it firstly you require to go to streak.com and you will arrive on this site right here now is a kind of CRM that we can add to our simple Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is truly amazing and I’ll reveal you how to do that as a complete novice it will assist you customize an ideal process for your team and you will have the ability to get your work done now let’s in fact enter the process now is offered as an extension and it’s totally free so when 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 included 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 simply sign in make sure to sign.
into the same Gmail that you have 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 enable after including this is what your Gmail will appear like now you can see here in our easy you know folders we are getting just recently seen all tracked emails and updated reply and after that 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 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 develop a brand-new pipeline let’s really do that you will click new pipeline here and we have different choices first of all we have the stages so this is where you will select these phases for your pipeline and you can actually we have a lead called pitched demo negotiating close phone closed uh you understand then we have nurturing fine then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern market offer size company size close rate email thread count days and state and keeps in mind so if you want to include another stage you will click on this Plus on top and you will give your stage a name let’s say that you in fact wanted to create another um you know stage here for example let’s say I didn’t have no strings so I can develop right here.
and you can provide it your color so we can really pick various colors for each of the stages but I think all of these are actually currently developed so this is in fact quite remarkable what I will do is I will actually eliminate this one and if you feel like there is um I think pitched and demonstration are sort of like the same thing we simply go with the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s get rid of the demonstration 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 different fields that you want so you will click on this plus here and we have complimentary kind a date check box fall General e-mail 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 opt for this one here this is the field that was actually missing and I’ll actually rearrange and put the notes here all right e-mail thread count close date okay company’s size offer size and Business size okay let’s get rid of the company size and I’m gon na in fact find something else within the basic where we have developed by date created followers and more so I actually wish to go for the developed.
by or maybe the followers due to the fact that I wish to keep track of my employee that are in fact following this so I will you know 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 actually among the easiest and one of the most uh you understand versatile out there it’s extremely easy to use with templates we have tasks too within my project again if I didn’t wish to go for these sales if I made with tasks then I can go with the task phases right here and once again the fields the process is going to be comparable you will choose these stages from here on this plus button here and you can likewise give it different various colors we also have organization Dev here you can see then we have hiring so if you do employing then this is going to be your stages job search investor fundraising others realty assistance and customized So within our support you can see we have incoming assigned dealing with dealt with and noise this is in fact respectable and we also have custom where I can actually start something from the scratch totally according to my business 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 a staff member so I’m going to go with the shared one here and click produce now it will just take a second for a street to produce 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 on this drop down and we have manage stage or relabel so as I continue as I include various leads here what I I will do is I’ll just simply click and I’ll be able to add it click on 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 just call it new and click enter so now you can see we have actually one lead developed let’s say that there is in fact 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 include another lead let’s call it brand-new 2 we can actually open this up in a new tab from here too but 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 state there was a contacted as well there’s one negotiating so I’ll just simply click new now when you produce a lead we can in fact click here and it will now open up the different fields that we included so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we developed keep in mind and then we have welcome teammates so from here I can invite the employee we have add columns we have emails files and remarks you can switch to the emails and it will show you the emails that you got in files we can even upload 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 develop a lead within your when you’re finished with this you can in fact click on go into and it will be closed now it will reveal you something like this we have all of our information gathered here and at the top we’re getting our account such as 2 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 as well uh another 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 stages Integrations and automation this is among the important ones click here and you’ll have the ability to in fact incorporate um other apps within yourr transfer data for notices for automations custom-made develops and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they extremely quickly and create our CSV files likewise now I can switch to my various folders that we have here and I can produce a new pipeline we can switch to our basic 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 actually produced we will even have our combine e-mails now with our so this is the combine e-mail and with merge e-mail what takes place is I can really create a follow-up e-mails and different storage e-mails here and we have active instructs so using is really easy you can get started free of charge by simply including the integration and now you know how to utilize as a complete novice don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me supply some context about my career and how it associates with. As a self-employed journalist, I’ve worked with various customers, managed numerous projects simultaneously, and kept a substantial network of contacts. Juggling these obligations can be frustrating, and I recognized the requirement for a centralized system to simplify my operations.
In my quest for a service, I explored numerous platforms however discovered them to be either too complex or too pricey for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly integrates with Gmail, making it ideal for self-employed reporters who greatly rely on e-mail communication. Here are some key benefits of using for your freelance journalism working with process:.
User-friendly Email Tracking and Company:.
permits you to track and arrange your emails easily, offering you a clear summary of your interactions with clients, leads, and collaborators.
You can produce customizable pipelines directly within your inbox, making it simple to manage and keep track of the progress of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales process from list building to task completion.
You can classify contacts, create customized phases, set suggestions, and track interactions, making sure that no opportunity slips through the fractures.
Seamless Collaboration and Team Effort:.
facilitates cooperation by permitting you to share pipelines and interact with staff member within the platform.
You can assign tasks, share essential emails, and collaborate in real-time, boosting performance and ensuring everyone remains on the very same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repeated jobs.
You can create design templates for typical email responses, schedule follow-ups, and established suggestions, conserving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, uses benefits in terms of coding and software application advancement. Here’s how:.
offers a robust API and comprehensive developer paperwork, making it simple to integrate with other tools and develop customized solutions.
This versatility enables independent journalists with coding abilities to extend the performance of and tailor it to their particular requirements.
Job Management for Software Development:.
‘s pipeline function can be adjusted to handle software development jobs, from ideation to release.
You can create custom stages for different advancement stages, designate jobs to staff member, and track progress effectively.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
Instinctive user interface and easy-to-use features, lessening the finding out curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collaborative functions that boost teamwork and communication.
Developer-friendly API for integration and personalization.
Cost-effective option for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for full functionality, restricting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While deals considerable advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more budget friendly solution, specifically for freelancers and small companies.
HubSpot has a free version, however advanced features need a higher-tier paid membership.
Functions and Complexity:.
provides a more extensive suite of features, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Both and integrate with various third-party tools.
‘s seamless integration with Gmail is useful for users heavily reliant on email interaction.
As a freelance reporter, managing your hiring procedure and client relationships is vital to your success. offers a inexpensive and user-friendly service that flawlessly incorporates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it may not have the sophisticated features 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 author, editor, or content creator, can empower you to take control of your freelance journalism profession by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.