As an experienced freelance journalist, I comprehend the obstacles of handling jobs, tracking leads, and nurturing customer relationships. In this post, I will dive into the benefits of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for novices hey guys welcome back in this video I will be revealing you how to use Streak Crm Discount for your customer relations cooperation communication and much more so let’s enter 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 easy Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is really incredible and I’ll show you how to do that as a total beginner it will assist you personalize a best process for your group and you will be able to get your work done now let’s actually get into the process now is offered as an extension and it’s entirely complimentary so when you get to the site you’ll get this alternative 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 on ADD extension and your extension will be included 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 ensure to sign.
into the exact same Gmail that you have actually included the uh you know streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click enable after adding this is what your Gmail will look like now you can see here in our easy you know folders we are getting recently seen all tracked e-mails and upgraded reply and after that we have this new alternative 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 new control panel for here I’ll be able to develop 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 new pipeline let’s really do that you will click brand-new pipeline here and we have various alternatives to start with we have the stages so this is where you will select these stages for your pipeline and you can in fact we have actually a lead gotten in touch with pitched demonstration 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 email last e-mail from lead Source priority market offer size business size close rate e-mail thread count days and state and notes so if you wish to add another phase you will click this Plus at the top and you will provide your stage a name let’s say that you actually wished to develop another um you know stage here for instance let’s say I didn’t have no strings so I can create right here.
and you can give it your color so we can actually pick various colors for each of the stages however I believe all of these are actually already developed so this is actually pretty remarkable what I will do is I will actually eliminate this one and if you seem like there is um I think pitched and demo are type of like the very same thing we simply choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s get rid of the demo 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 phases 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 totally free form a date check box drop down General email e-mail tracking task calls and meetings 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 choose this one here this is the field that was in fact missing and I’ll in fact rearrange and put the notes here fine email thread count close date fine business’s size offer size and Company size fine let’s eliminate the business size and I’m gon na really find something else within the basic where we have produced by date produced fans and more so I really want to choose the created.
by or maybe the fans because I want to keep track of my employee that are in fact following this so I will you understand 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 readily available within streak is really one of the most convenient 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 task again if I didn’t want to go for these sales if I finished with projects then I can choose 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 provide it various various colors we also have organization Dev here you can see then we have working with so if you do hiring then this is going to be your stages task search investor fundraising others property support and custom So within our assistance you can see we have inbound designated working on fixed and noise this is really respectable and we likewise have customized where I can in fact start something from the scratch absolutely according to my company for me we merely have the sales so I’m gon na opt for the sales here and click on create private or.
shared so I will be sharing this with a team 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 create a pipeline for me so you can see this in fact looks pretty good now I will have the ability to include my Lead Series so you can really click on this drop down and we have manage phase or rename so as I proceed as I add 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 add a box so click 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 on get in so now you can see we have one lead created let’s say that there is really closed one so I’m going to include one here let’s just for now let’s call it new I’m going to add another lead let’s call it new two 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 this way now you can see we have two leads then let’s say there was a contacted too there’s one working out so I’ll just simply click brand-new now once you produce a lead we can actually click on this link and it will now open up the various fields that we added so this is a brand-new Elite that I produced 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 welcome the staff member we have add columns we have e-mails files and remarks you can change to the emails and it will reveal you the e-mails that you got in files we can even upload files and after that we have the remarks at the top here again we have the call log we have our meeting notes and we even have our.
attachments so this is how you develop a lead within your once you’re done 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 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 select 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 personal alternative we have these three dots where we can find these phases Integrations and automation this is one of the important ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer information for notices for automations customized develops and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they really quickly and create our CSV files similarly now I can change to my different folders that we have here and I can create a new pipeline we can switch to our easy Gmail really easily from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have produced we will even have our merge emails now with our so this is the merge email and with combine e-mail what occurs is I can really create a follow-up e-mails and various storage e-mails here and we have active instructs so utilizing is truly easy you can get going free of charge by just adding the combination and now you know how to use as a complete beginner do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it connects to. As an independent reporter, I’ve worked with numerous customers, managed several projects all at once, and preserved a comprehensive network of contacts. Balancing these obligations can be frustrating, and I recognized the need for a centralized system to enhance my operations.
In my quest for an option, I checked out different platforms but found them to be either too costly or too complicated for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly integrates with Gmail, making it ideal for independent reporters who greatly depend on e-mail communication. Here are some crucial advantages of using for your freelance journalism working with process:.
Intuitive Email Tracking and Organization:.
allows 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 personalized pipelines directly within your inbox, making it simple to keep an eye on the progress and handle of your projects and jobs.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to imagine and manage your sales process from list building to job completion.
You can classify contacts, develop customized phases, set suggestions, and track interactions, making sure that no opportunity slips through the cracks.
Seamless Partnership and Teamwork:.
facilitates partnership by allowing you to share pipelines and interact with employee within the platform.
You can designate jobs, share important e-mails, and team up in real-time, boosting productivity and making sure everybody remains on the same page.
‘s flexible workflow system enables you to tailor your pipelines and automate repetitive tasks.
You can develop templates for common e-mail reactions, schedule follow-ups, and established tips, conserving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, offers benefits in terms of coding and software application advancement. Here’s how:.
offers a robust API and substantial developer documents, making it simple to integrate with other tools and construct custom solutions.
This versatility allows freelance reporters with coding abilities to extend the functionality of and customize it to their particular needs.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adapted to manage software advancement projects, from ideation to implementation.
You can produce custom-made stages for various advancement stages, designate jobs to employee, and track development efficiently.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly user interface and easy-to-use features, reducing the finding out curve.
Customizable pipelines and workflows to adapt to private requirements.
Collective functions that boost team effort and communication.
Developer-friendly API for combination and modification.
Economical solution for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Reliance on Gmail for complete functionality, restricting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more budget-friendly solution, particularly for freelancers and small companies.
HubSpot has a free version, however advanced functions need a higher-tier paid subscription.
Features and Complexity:.
supplies a more extensive suite of features, consisting of sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Both and integrate with different third-party tools.
‘s seamless integration with Gmail is helpful for users greatly reliant on email communication.
As an independent reporter, handling your hiring procedure and customer relationships is vital to your success. offers a budget-friendly and user-friendly option that perfectly integrates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it might not have the innovative features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re an editor, material, or writer creator, can empower you to take control of your freelance journalism profession by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.