As an experienced freelance journalist, I comprehend the obstacles of managing jobs, tracking leads, and supporting client relationships. In this article, I will delve into the advantages 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 beginners hey people welcome back in this video I will be showing you how to utilize Streak Crm Dropbox for your consumer relations partnership interaction and far more so let’s enter into it first of all you require to go to streak.com and you will arrive on this website right here now is a type of CRM that we can add to our basic Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is really fantastic and I’ll show you how to do that as a complete newbie it will help you personalize a best process 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 totally totally free so when 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 okay it’s done and now it is contributing to Gmail and it will take me straight 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 certain to sign.
into the exact same Gmail that you have 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 including this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting just recently seen all tracked emails and upgraded reply and then 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 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 new pipeline let’s really do that you will click on new pipeline here and we have different alternatives firstly we have the stages so this is where you will select these stages for your pipeline and you can really we have actually a lead gotten in touch with 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 email last e-mail from lead Source priority industry deal size company size close rate email thread count days and state and keeps in mind so if you wish to add another stage you will click this Plus at the top and you will give your phase a name let’s say that you in fact wanted to develop another um you know phase here for example let’s state I didn’t have no strings so I can create right here.
and you can offer it your color so we can really choose different colors for each of the stages but I believe all of these are actually already developed so this is in fact pretty impressive what I will do is I will in fact eliminate this one and if you seem like there is um I believe pitched and demo are type of like the very same thing we simply go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s eliminate the demonstration here and then 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 desire so you will click this plus here and we have totally free kind a date check box fall General email e-mail 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 opt for this one here this is the field that was actually missing out on and I’ll actually reorganize and put the notes here alright e-mail thread count close date okay business’s size deal size and Company size fine let’s get rid of the company size and I’m gon na really find something else within the basic where we have actually produced by date developed fans and more so I actually want to choose the produced.
by or possibly the followers since I want to keep track of my team members that are in fact 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 lot of choices readily available within streak is really among the simplest and one of the most uh you understand versatile out there it’s very easy to use with design templates we have projects too within my job again if I didn’t want to choose these sales if I finished with tasks then I can go with the project stages right here and once again the fields the process is going to be comparable you will select these stages from here on this plus button here and you can also offer it various various colors we also have business Dev here you can see then we have employing so if you do employing then this is going to be your stages task search investor fundraising others realty support and customized So within our assistance you can see we have actually inbound appointed dealing with solved and noise this is actually pretty good and we also have customized where I can actually start something from the scratch totally according to my business for me we just have the sales so I’m gon na go with the sales here and click on develop 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 on develop now it will simply take a 2nd for a street to develop a pipeline for me so you can see this actually looks pretty good now I will be able to add my Lead Series so you can really click this fall and we have handle stage 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 add it click on the top here add a box so click ADD box here and I’m going to include a box in the lead area 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 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 new two we can actually open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work this way now you can see we have 2 leads then let’s say there was a gotten in touch with too there’s one negotiating so I’ll just merely click on new now as soon as you create a lead we can really click on this link and it will now open the various fields that we included so this is a new Elite that I produced and we have all of these various columns we have the fields that we developed keep in mind and after that we have invite colleagues so from here I can welcome the team members we have add columns we have emails files and remarks you can switch to the e-mails and it will reveal you the e-mails that you got in files we can even publish files and after that we have the remarks 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 produce a lead within your as soon as you’re done with this you can actually click go into and it will be closed now it will show you something like this we have all of our information gathered 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 pick different leads from here the stages and we can perform bulk actions such as deleting and sharing as well uh another thing with srix at the top you will have the ability to see we have private choice we have these three dots where we can find these stages Combinations and automation this is among the essential ones click here and you’ll have the ability to really integrate um other apps within yourr transfer data for notices for automations customized develops and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and develop our CSV files similarly now I can switch to my various folders that we have here and I can produce a new pipeline we can change to our basic Gmail extremely easily from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have developed we will even have our combine e-mails now with our so this is the combine email and with combine email what happens is I can actually produce a follow-up emails and various storage e-mails here and we have active advises so utilizing is really easy you can get started totally free by simply adding the integration 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 offer some context about my career and how it connects to. As a freelance reporter, I have actually dealt with many clients, handled several tasks at the same time, and maintained a substantial network of contacts. Juggling these responsibilities can be frustrating, and I recognized the requirement for a central system to simplify my operations.
In my quest for a solution, I explored numerous platforms but discovered them to be either too pricey or too complicated for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly integrates with Gmail, making it ideal for independent reporters who heavily depend 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 organize your emails effortlessly, providing you a clear overview of your communications with clients, leads, and collaborators.
You can develop personalized pipelines straight within your inbox, making it simple to handle and keep track of the development of your projects and jobs.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and handle your sales process from list building to project conclusion.
You can classify contacts, develop customized phases, set pointers, and track interactions, ensuring that no opportunity slips through the fractures.
Smooth Collaboration and Teamwork:.
helps with cooperation by enabling you to share pipelines and communicate with team members within the platform.
You can assign jobs, share important emails, and team up in real-time, boosting productivity and making sure everybody remains on the very same page.
‘s versatile workflow system allows you to personalize your pipelines and automate recurring jobs.
You can create design templates for typical email actions, schedule follow-ups, and set up suggestions, saving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, offers benefits in terms of coding and software application development. Here’s how:.
offers a robust API and comprehensive designer documentation, making it simple to incorporate with other tools and construct custom options.
This versatility enables self-employed reporters with coding skills to extend the performance of and tailor it to their specific needs.
Task Management for Software Application Advancement:.
‘s pipeline function can be adjusted to manage software development tasks, from ideation to deployment.
You can produce custom stages for various advancement phases, designate jobs to team members, and track progress efficiently.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive user interface and easy-to-use functions, decreasing the finding out curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collaborative features that enhance team effort and communication.
Developer-friendly API for integration and personalization.
Affordable service for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation functions.
Reliance on Gmail for complete functionality, limiting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more budget friendly option, specifically for freelancers and small companies.
HubSpot has a free version, however advanced functions require a higher-tier paid membership.
Functions and Complexity:.
provides a more detailed suite of functions, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, offering a streamlined experience.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is helpful for users greatly reliant on email communication.
As an independent journalist, managing your hiring procedure and client relationships is paramount to your success. deals a budget-friendly and instinctive solution that perfectly integrates with Gmail, allowing you to improve your operations and concentrate on your craft. While it might not have the sophisticated features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a material, editor, or author developer, can empower you to take control of your freelance journalism career by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.