As a seasoned freelance journalist, I comprehend the challenges of handling tasks, tracking leads, and nurturing client relationships. In this post, 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 contrast with HubSpot CRM.
tutorial how to utilize for novices hey guys welcome back in this video I will be showing you how to utilize In Streak Crm Whats The Relationship Between Contacts And Companies for your customer relations cooperation interaction and a lot more so let’s enter into it first of all you require to go to streak.com and you will arrive at this site right here now is a kind 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 actually remarkable and I’ll show you how to do that as a total beginner it will assist you personalize an ideal process for your group and you will be able to get your work done now let’s actually enter into the process now is available as an extension and it’s completely totally free so when you get to the site you’ll get this choice here which is add 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 on ADD extension and your extension will be included okay it’s done and now it is adding 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 just sign in ensure 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 merely scroll down and click 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 recently seen all tracked e-mails and upgraded 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 create a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go produce a brand-new pipeline let’s actually do that you will click on new pipeline here and we have different choices firstly we have the stages so this is where you will pick these phases for your pipeline and you can in fact we have a lead contacted pitched demo working out 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 email from lead Source concern market deal size company size close rate email thread count days and state and notes so if you want to include another stage you will click on this Plus at the top and you will give your stage a name let’s state that you really wanted to develop another um you understand 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 really pick different colors for each of the stages but I believe all of these are really already created so this is actually pretty remarkable what I will do is I will actually eliminate this one and if you feel like there is um I believe pitched and demo are kind of like the same thing we simply go with 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 then 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 various fields that you desire so you will click on this plus here and we have totally free form a date check box fall General email e-mail tracking task calls and meetings so I don’t see anything for the course and conferences 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 really missing and I’ll really rearrange and put the notes here alright email thread count close date alright business’s size deal size and Business size fine let’s eliminate the business size and I’m gon na really discover something else within the basic where we have actually created by date created followers and more so I actually wish to opt for the produced.
by or possibly the followers because I wish to keep track of my employee that are really 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 lot of options readily available within streak is actually one of the simplest and one of the most uh you understand flexible out there it’s really easy to use with design templates we have projects too within my task once again if I didn’t wish to opt for these sales if I finished with jobs then I can choose the task phases right here and once again the fields the procedure is going to be similar you will pick these phases from here on this plus button here and you can likewise offer it different different colors we likewise have company Dev here you can see then we have hiring so if you do working with then this is going to be your phases task search financier fundraising others property assistance and customized So within our assistance you can see we have incoming assigned dealing with dealt with and noise this is in fact respectable and we also have custom-made where I can in fact start something from the scratch completely according to my organization for me we merely have the sales so I’m gon na go with the sales here and click on 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 on create now it will just take a second for a street to produce a pipeline for me so you can see this actually looks pretty good now I will have the ability to include my Lead Series so you can actually click on this fall and we have manage phase or relabel so as I proceed as I include different leads here what I I will do is I’ll just simply click and I’ll be able to include it click on the top here include a box so click ADD box here and I’m going to add a box in the lead section here and let’s simply call it new and click on enter so now you can see we have actually one lead created let’s state that there is actually 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 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 contacted as well there’s one working out so I’ll just simply click on brand-new now once you produce a lead we can actually 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 produced remember and after that we have invite teammates so from here I can welcome the staff member we have add columns we have e-mails files and comments 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 then we have the remarks 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 finished with this you can really click on get in and it will be closed now it will reveal you something like this we have all of our information collected 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 pick various leads from here the stages and we can carry out bulk actions such as erasing and sharing as well uh one more thing with srix on top you will have the ability to see we have personal option we have these 3 dots where we can find these stages Integrations and automation this is one of the essential ones click on this link and you’ll be able to actually integrate um other apps within yourr transfer data for notices for automations custom-made develops and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely easily and develop 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 extremely easily from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have developed we will even have our merge e-mails now with our so this is the merge email and with merge e-mail what occurs is I can actually produce a follow-up emails and various storage e-mails here and we have active advises so utilizing is truly simple you can start for free by simply including the combination and now you know how to use as a complete 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 relates to. As a freelance reporter, I have actually dealt with numerous customers, handled multiple jobs concurrently, and preserved a substantial network of contacts. Balancing these obligations can be overwhelming, and I acknowledged the requirement for a centralized system to enhance my operations.
In my quest for an option, I explored various platforms however discovered them to be either too pricey or too intricate for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly incorporates with Gmail, making it perfect for independent reporters who heavily count on email interaction. Here are some crucial advantages of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Organization:.
permits you to track and arrange your e-mails easily, providing you a clear overview of your interactions with clients, leads, and partners.
You can develop adjustable pipelines straight within your inbox, making it simple to manage and keep an eye on the progress of your jobs and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to visualize and manage your sales process from list building to job completion.
You can classify contacts, produce custom-made phases, set reminders, and track interactions, ensuring that no chance slips through the cracks.
Seamless Partnership and Team Effort:.
assists in partnership by permitting 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, enhancing performance and making sure everybody remains on the very same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repetitive jobs.
You can create templates for common e-mail reactions, schedule follow-ups, and established reminders, conserving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in independent journalism, provides advantages in regards to coding and software application advancement. Here’s how:.
provides a robust API and comprehensive designer paperwork, making it simple to incorporate with other tools and build custom-made options.
This versatility allows freelance journalists with coding skills to extend the functionality of and customize it to their particular needs.
Project Management for Software Advancement:.
‘s pipeline function can be adjusted to manage software application development tasks, from ideation to deployment.
You can develop custom-made stages for different advancement phases, appoint jobs to team members, and track progress efficiently.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and user friendly features, decreasing the finding out curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collaborative features that enhance teamwork and communication.
Developer-friendly API for combination and customization.
Cost-efficient option for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for full performance, restricting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While deals considerable advantages for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more inexpensive solution, particularly for freelancers and small companies.
HubSpot has a totally free variation, but advanced features need a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more comprehensive suite of functions, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, providing a structured experience.
Both and integrate with different 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 process and customer relationships is paramount to your success. offers a inexpensive and user-friendly solution that flawlessly integrates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it may not have the innovative functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a content, editor, or writer creator, can empower you to take control of your freelance journalism career by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.