As an experienced freelance journalist, I comprehend the difficulties of managing jobs, tracking leads, and nurturing client relationships. In this article, I will dive into the benefits of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey people welcome back in this video I will be showing you how to use Is Streak The Best Crm for your consumer relations collaboration communication and much more so let’s get into it first off you require to go to streak.com and you will land on this site right here now is a kind of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub 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 total beginner it will help you tailor a best procedure for your group and you will have the ability to get your work done now let’s really enter the process now is available as an extension and it’s entirely totally free so once you get to the site you’ll get this option here which is contribute to Chrome and you’re.
going to choose 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 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 check in make sure to sign.
into the very same Gmail that you have actually included the uh you understand streak to now it will ask you for your gain access to 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 easy you know folders we are getting recently viewed all tracked e-mails and updated reply and after that we have this brand-new choice which is the pipeline so if I click on 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 once again we have our Sports and working with so this is where we’ll go produce a brand-new pipeline let’s really do that you will click brand-new pipeline here and we have various choices firstly we have the stages so this is where you will pick these stages for your pipeline and you can actually we have a lead gotten in touch with pitched demonstration negotiating close phone closed uh you understand then we have supporting alright then we have Fields so in fields we have a date of last email last email from lead Source priority industry offer size business size close rate email thread count days and state and keeps in mind so if you wish to add another stage you will click on this Plus at the top and you will offer your phase a name let’s state 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 offer it your color so we can actually pick different colors for each of the stages however I think all of these are really already developed so this is in fact 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 demonstration are type 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 get rid of the demonstration here and after that we have working out with negotiating I can opt for 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 desire so you will click on this plus here and we have free form a date check box fall General email email tracking task calls and meetings so I do not 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 go with this one here this is the field that was actually missing and I’ll really reorganize and put the notes here alright e-mail thread count close date fine company’s size deal size and Company size alright let’s get rid of the business size and I’m gon na actually find something else within the basic where we have actually developed by date produced fans and more so I really wish to opt for the developed.
by or possibly the fans because I wish to keep track of my staff member that are really following this so I will you understand put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a lot of choices available within streak is actually one of the easiest and among the most uh you know versatile out there it’s very easy to use with design templates we have projects too within my project once again if I didn’t wish to go for these sales if I did with projects then I can opt for the job stages right here and again the fields the process is going to be similar you will choose these stages from here on this plus button here and you can likewise give it various different colors we likewise have organization Dev here you can see then we have working with so if you do hiring then this is going to be your phases job search financier fundraising others property support and customized So within our assistance you can see we have actually inbound designated working on resolved and noise this is actually respectable and we likewise 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 choose the sales here and click on develop 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 develop now it will simply take a 2nd for a street to produce a pipeline for me so you can see this in fact looks respectable now I will have the ability to add my Lead Series so you can in fact click on this fall and we have manage stage or rename so as I continue as I include various leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click 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 enter so now you can see we have actually one lead developed 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 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 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 state there was a gotten in touch with too there’s one negotiating so I’ll just simply click brand-new now when you produce a lead we can actually click on this link and it will now open up the various fields that we included so this is a new Elite that I developed and we have all of these different columns we have the fields that we produced keep in mind and after that we have invite colleagues so from here I can invite the staff member we have add columns we have e-mails files and remarks you can switch 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 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 once you’re done with this you can actually click on get in 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 two leads one gotten in touch with and something like this and this is where you will be getting your list we can choose various leads from here the stages and we can carry out bulk actions such as deleting and sharing as well uh another thing with srix on top you will be able to see we have personal choice we have these three dots where we can find these stages Combinations and automation this is one of the important ones click on this link and you’ll have the ability to really integrate um other apps within yourr transfer information for alerts for automations custom builds and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they very 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 really easily from here and it will likewise show me the emails that I will be getting for my pipelines that I have actually created we will even have our combine e-mails now with our so this is the combine e-mail and with merge e-mail what occurs is I can actually produce a follow-up e-mails and various storage emails here and we have active advises so utilizing is actually easy you can start totally free by simply including the integration and now you know how to use as a total novice don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me supply some context about my profession and how it associates with. As a self-employed journalist, I’ve worked with numerous clients, managed multiple projects at the same time, and preserved a substantial network of contacts. Juggling these duties can be overwhelming, and I acknowledged the need for a central system to simplify my operations.
In my quest for a service, I checked out different platforms however found them to be either too intricate or too costly 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 seamlessly integrates with Gmail, making it ideal for independent journalists who heavily rely on email interaction. Here are some essential benefits of using for your freelance journalism hiring procedure:.
User-friendly Email Tracking and Company:.
enables you to track and arrange your e-mails effortlessly, providing you a clear summary of your interactions with clients, leads, and collaborators.
You can create customizable pipelines straight within your inbox, making it simple to keep track of the development and manage of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to picture and handle your sales procedure from list building to project conclusion.
You can classify contacts, produce customized phases, set suggestions, and track interactions, ensuring that no chance slips through the cracks.
Seamless Cooperation and Teamwork:.
assists in partnership by permitting you to share pipelines and interact with employee within the platform.
You can designate tasks, share important e-mails, and team up in real-time, enhancing efficiency and guaranteeing everyone stays on the very same page.
‘s versatile workflow system enables you to tailor your pipelines and automate repetitive jobs.
You can create design templates for typical email actions, schedule follow-ups, and established tips, conserving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, uses benefits in regards to coding and software development. Here’s how:.
offers a robust API and substantial developer paperwork, making it easy to incorporate with other tools and construct customized solutions.
This versatility enables freelance journalists with coding abilities to extend the functionality of and tailor it to their particular needs.
Job Management for Software Advancement:.
‘s pipeline feature can be adapted to handle software development tasks, from ideation to release.
You can develop custom stages for different advancement stages, designate tasks to employee, and track progress efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive interface and user friendly features, reducing the discovering curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collaborative functions that boost team effort and interaction.
Developer-friendly API for integration and personalization.
Affordable option for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation functions.
Dependence on Gmail for complete functionality, limiting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more affordable option, specifically for freelancers and small businesses.
HubSpot has a complimentary variation, but advanced features require a higher-tier paid subscription.
Functions and Intricacy:.
offers a more extensive suite of functions, consisting of innovative marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined 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 customer relationships is vital to your success. offers a cost effective and user-friendly service that flawlessly integrates with Gmail, allowing you to improve your operations and concentrate on your craft. While it may not have the advanced functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a material, writer, or editor developer, can empower you to take control of your freelance journalism profession by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.