As a skilled freelance journalist, I understand the difficulties of handling jobs, tracking leads, and nurturing customer relationships. In this short article, I will dive into the advantages of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for novices hey men welcome back in this video I will be showing you how to utilize Streak Crm Backup for your client relations collaboration interaction and much more so let’s get into it first off you need 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 easy Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is truly incredible and I’ll reveal you how to do that as a total beginner it will assist you tailor an ideal procedure for your group and you will have the ability to get your work done now let’s really enter into the procedure now is readily available as an extension and it’s totally totally free so as soon as you get to the site you’ll get this option here which is contribute 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 on ADD extension and your extension will be added okay 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 simply sign in make sure to sign.
into the exact same Gmail that you have added the uh you know streak to now it will ask you for your access and we’re gon na simply 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 emails and upgraded reply and then we have this brand-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 resembles our brand-new dashboard for here I’ll have the ability to produce 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 develop a brand-new pipeline let’s actually do that you will click brand-new pipeline here and we have various choices first off 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 called pitched demonstration working out close phone closed uh you know 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 deal size business size close rate email thread count days and state and keeps in mind so if you want to add another phase you will click on this Plus on top and you will provide your stage a name let’s state that you really wanted to create another um you know phase here for instance let’s say I didn’t have no strings so I can produce right here.
and you can give it your color so we can in fact choose various colors for each of the stages but I believe all of these are in fact currently developed so this is actually quite remarkable what I will do is I will in fact get rid of this one and if you feel like there is um I think pitched and demo are kind of like the very same thing we just choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really 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 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 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 actually rearrange and put the notes here fine email thread count close date alright business’s size deal size and Business size all right let’s get rid of the company size and I’m gon na really discover something else within the general where we have actually created by date created fans and more so I really want to choose the developed.
by or perhaps the followers due to the fact that I wish to track my staff member that are actually following this so I will you know 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 options available within streak is in fact one of the easiest and among the most uh you understand versatile out there it’s extremely easy to use with templates we have jobs too within my job again if I didn’t wish to go for these sales if I did with projects then I can go with the job phases right here and again the fields the procedure is going to be similar you will choose these phases from here on this plus button here and you can also provide it different different colors we likewise have company Dev here you can see then we have working with so if you do employing then this is going to be your stages job search investor fundraising others real estate support and custom-made So within our support you can see we have incoming designated working on fixed and noise this is in fact pretty good and we likewise have custom-made where I can actually start something from the scratch absolutely according to my business for me we merely have the sales so I’m gon na go with the sales here and click create private or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click on develop now it will simply take a 2nd for a street to create a pipeline for me so you can see this actually looks respectable now I will be able to include my Lead Series so you can in fact click this fall and we have manage phase or relabel so as I continue as I add different leads here what I I will do is I’ll just merely click and I’ll have the ability 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 simply call it brand-new and click get in so now you can see we have actually one lead created let’s state that there is really 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 include another lead let’s call it brand-new 2 we can in fact open this up in a brand-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 two leads then let’s say there was a called as well there’s one negotiating so I’ll just merely click new now as soon as you produce a lead we can actually click here and it will now open the various fields that we included so this is a new Elite that I created and we have all of these various columns we have the fields that we created remember and after that we have welcome colleagues so from here I can invite the staff member we have add columns we have emails 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 after that 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.
attachments so this is how you produce a lead within your once you’re made with this you can really click on enter and it will be closed now it will show 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 contacted 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 deleting and sharing also uh one more thing with srix on top you will be able to see we have personal alternative we have these three dots where we can find these phases Integrations and automation this is among the important ones click here and you’ll have the ability to really integrate um other apps within yourr transfer information for notices for automations custom-made constructs 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 develop our CSV files likewise now I can change to my different folders that we have here and I can create a brand-new pipeline we can change to our basic Gmail very quickly from here and it will also show me the emails that I will be receiving for my pipelines that I have actually developed we will even have our merge emails now with our so this is the merge e-mail and with merge e-mail what occurs is I can really develop a follow-up emails and various storage e-mails here and we have active advises so utilizing is truly easy you can get going totally free by just adding the combination and now you know how to use as a total novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me supply some context about my profession and how it associates with. As an independent journalist, I’ve worked with numerous customers, managed multiple jobs at the same time, and kept an extensive network of contacts. Balancing these obligations can be overwhelming, and I recognized the need for a central system to streamline my operations.
In my mission for an option, I explored different platforms but found them to be either too pricey or too intricate for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly integrates with Gmail, making it ideal for freelance reporters who heavily rely on email interaction. Here are some key advantages of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Organization:.
permits you to track and arrange your emails easily, giving you a clear overview of your interactions with clients, leads, and collaborators.
You can develop adjustable pipelines directly within your inbox, making it easy to handle and keep an eye on the development of your jobs and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and manage your sales process from lead generation to task conclusion.
You can classify contacts, create customized phases, set reminders, and track interactions, guaranteeing that no opportunity slips through the fractures.
Smooth Collaboration and Team Effort:.
helps with partnership by enabling you to share pipelines and communicate with team members within the platform.
You can assign jobs, share crucial e-mails, and team up in real-time, improving performance and ensuring everybody remains on the same page.
‘s versatile workflow system enables you to customize your pipelines and automate repetitive tasks.
You can create templates for typical e-mail reactions, schedule follow-ups, and set up suggestions, conserving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, provides advantages in terms of coding and software development. Here’s how:.
provides a robust API and comprehensive designer documentation, making it easy to integrate with other tools and construct custom-made solutions.
This flexibility enables self-employed journalists with coding skills to extend the functionality of and tailor it to their particular needs.
Project Management for Software Application Development:.
‘s pipeline function can be adjusted to manage software application development projects, from ideation to implementation.
You can develop customized stages for various development stages, appoint tasks to staff member, and track progress effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and user friendly features, lessening the finding out curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collaborative features that enhance teamwork and interaction.
Developer-friendly API for integration and personalization.
Cost-efficient option for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation features.
Reliance on Gmail for complete performance, restricting compatibility with other e-mail suppliers.
Comparison 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 quick contrast:.
uses a more affordable service, particularly for freelancers and small companies.
HubSpot has a complimentary version, but advanced features need a higher-tier paid membership.
Functions and Complexity:.
offers a more extensive suite of features, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, using a streamlined experience.
Both and integrate with numerous third-party tools.
‘s seamless integration with Gmail is useful for users greatly reliant on e-mail interaction.
As a self-employed reporter, managing your hiring process and customer relationships is paramount to your success. offers a instinctive and cost effective solution that perfectly integrates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it might not have the advanced functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect 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 effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.