As a seasoned freelance journalist, I understand the obstacles of managing tasks, tracking leads, and supporting customer relationships. In this post, I will dive into the advantages of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for newbies hey guys invite back in this video I will be showing you how to use Streak Crm Additional Users for your client relations partnership interaction and a lot more so let’s get into it first of all 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 basic Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is truly remarkable and I’ll show you how to do that as a total novice it will assist you tailor an ideal procedure for your team and you will be able to get your work done now let’s actually enter into the process now is offered as an extension and it’s entirely totally free so once you get to the website you’ll get this alternative 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 on contribute to Chrome click ADD extension and your extension will be included alright it’s done and now it is contributing 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 merely check in ensure to sign.
into the exact same Gmail that you have included the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click on allow after adding this is what your Gmail will look like now you can see here in our easy you understand folders we are getting recently viewed all tracked e-mails and upgraded reply and then we have this new option which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this is like our new dashboard for here I’ll be able to produce a brand-new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go develop a brand-new pipeline let’s in fact do that you will click on brand-new pipeline here and we have different options to start with we have the stages so this is where you will pick these phases for your pipeline and you can actually we have actually a lead contacted pitched demonstration negotiating close phone closed uh you understand then we have nurturing all right then we have Fields so in fields we have a date of last e-mail last email from lead Source priority industry offer size company size close rate e-mail thread count days and state and notes so if you wish to include another stage you will click on this Plus on top and you will offer your phase a name let’s say that you in fact wished to develop another um you understand phase here for instance let’s state I didn’t have no strings so I can create right here.
and you can give it your color so we can actually choose different colors for each of the stages however I think all of these are actually currently produced so this is really pretty excellent what I will do is I will in fact eliminate this one and if you seem like there is um I think pitched and demonstration are type of like the exact same thing we simply opt for the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s get rid of the demo here and after that we have working out with negotiating I can choose 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 want so you will click this plus here and we have free form a date check box drop down General e-mail email tracking job calls and conferences so I do not 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 go with this one here this is the field that was actually missing and I’ll in fact reorganize and put the notes here alright email thread count close date okay company’s size offer size and Company size okay let’s eliminate the business size and I’m gon na really discover something else within the general where we have actually produced by date developed fans and more so I actually wish to choose the produced.
by or maybe the fans because I wish to keep track of my employee that are actually 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 choices readily available within streak is in fact among the simplest and one of the most uh you understand versatile out there it’s really easy to use with design templates we have tasks too within my job again if I didn’t wish to go for these sales if I made with jobs then I can choose the task phases right here and again the fields the procedure is going to be similar you will select these stages from here on this plus button here and you can also offer it different different colors we also have service Dev here you can see then we have working with so if you do working with then this is going to be your stages job search financier fundraising others realty assistance and customized So within our assistance you can see we have actually incoming designated dealing with dealt with and sound this is actually respectable and we likewise have custom where I can really start something from the scratch completely according to my service for me we merely have the sales so I’m gon na opt for the sales here and click develop personal or.
shared so I will be sharing this with an employee 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 drop down and we have handle stage or relabel so as I continue as I add 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 add a box so click on ADD box here and I’m going to add a box in the lead section here and let’s just call it brand-new and click enter so now you can see we have one lead developed let’s state that there is actually closed one so I’m going to add one here let’s just for now let’s call it brand-new I’m going to add another lead let’s call it new two 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 this way now you can see we have two leads then let’s say there was a called too there’s one negotiating so I’ll just simply click on brand-new now as soon as you develop a lead we can actually 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 different columns we have the fields that we produced remember and after that we have invite teammates so from here I can welcome the employee we have add columns we have emails files and remarks you can change to the e-mails and it will reveal you the emails that you got in files we can even submit 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.
accessories so this is how you produce a lead within your once you’re finished with this you can in fact click go into and it will be closed now it will reveal you something like this we have all of our data gathered 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 choose different leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh one more thing with srix on top you will be able to see we have private alternative we have these three dots where we can find these phases Combinations and automation this is among the crucial ones click on this link and you’ll have the ability to really integrate um other apps within yourr transfer information for notifications for automations custom builds and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and create our CSV files similarly now I can change to my various folders that we have here and I can develop a new pipeline we can change to our basic Gmail really quickly from here and it will also reveal me the emails that I will be receiving for my pipelines that I have produced we will even have our merge e-mails now with our so this is the merge e-mail and with combine email what occurs is I can really produce a follow-up e-mails and various storage emails here and we have active advises so utilizing is truly simple you can begin for free by simply including the integration and now you know how to use as a complete novice do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me supply some context about my profession and how it relates to. As an independent reporter, I’ve worked with various clients, managed several tasks concurrently, and preserved an extensive network of contacts. Balancing these obligations can be frustrating, and I recognized the requirement for a central system to enhance my operations.
In my mission for an option, I checked out different platforms however discovered them to be either too complicated or too expensive for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly integrates with Gmail, making it perfect for self-employed reporters who greatly rely on email interaction. Here are some key benefits of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Company:.
enables you to track and organize your emails effortlessly, offering you a clear introduction of your interactions with clients, leads, and partners.
You can develop adjustable pipelines directly within your inbox, making it simple to keep track of the development and handle of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to picture and handle your sales process from list building to project completion.
You can classify contacts, produce custom-made stages, set suggestions, and track interactions, ensuring that no chance slips through the fractures.
Smooth Partnership and Team Effort:.
assists in cooperation by allowing you to share pipelines and interact with employee within the platform.
You can assign tasks, share essential emails, and collaborate in real-time, improving productivity and making sure everybody stays on the exact same page.
Adjustable Workflows:.
‘s versatile workflow system allows you to personalize your pipelines and automate recurring jobs.
You can develop templates for typical e-mail responses, schedule follow-ups, and established reminders, conserving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, provides benefits in terms of coding and software application advancement. Here’s how:.
Developer-Friendly Combination:.
provides a robust API and comprehensive developer documents, making it easy to integrate with other tools and develop customized solutions.
This flexibility enables self-employed journalists with coding skills to extend the functionality of and tailor it to their specific requirements.
Job Management for Software Advancement:.
‘s pipeline feature can be adapted to manage software development projects, from ideation to implementation.
You can produce custom stages for different development stages, appoint tasks to team members, and track progress efficiently.
Advantages and disadvantages of
Pros:.
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and user friendly functions, decreasing the finding out curve.
Customizable pipelines and workflows to adapt to private requirements.
Collaborative features that improve teamwork and communication.
Developer-friendly API for integration and personalization.
Affordable solution for freelancers and small companies.
Cons:.
Limited reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation functions.
Reliance on Gmail for full performance, restricting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While deals substantial benefits for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
Cost:.
provides a more budget-friendly service, particularly for freelancers and small companies.
HubSpot has a free variation, but advanced features need a higher-tier paid membership.
Functions and Complexity:.
provides a more extensive suite of functions, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, offering a streamlined experience.
Integration:.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is beneficial for users heavily reliant on e-mail communication.
Conclusion:.
As a freelance reporter, managing your hiring procedure and customer relationships is critical to your success. offers a instinctive and economical service that flawlessly incorporates with Gmail, enabling you to streamline your operations and focus on your craft. While it might not have the innovative functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re an editor, author, or material 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 effect of Streak CRM in your freelance journalism endeavors.