As an experienced freelance journalist, I understand the difficulties of managing jobs, tracking leads, and nurturing client relationships. In this article, I will dig into the advantages of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for newbies hey people welcome back in this video I will be showing you how to use Streak Crm Education for your customer relations cooperation communication and much more so let’s enter into it to start with you require to go to streak.com and you will arrive at this site right here now is a type 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 actually fantastic and I’ll show you how to do that as a complete beginner it will assist you personalize a perfect procedure for your team and you will have the ability to get your work done now let’s in fact enter into the process now is available as an extension and it’s completely free so when you get to the website you’ll get this option 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 on ADD extension and your extension will be added alright 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 simply check in make sure to sign.
into the exact 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 merely scroll down and click on permit after including this is what your Gmail will look like now you can see here in our basic you know folders we are getting recently seen all tracked emails 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 resembles our brand-new dashboard for here I’ll be able to create a new pipeline we have our sales orders sales 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 various choices to start with we have the stages so this is where you will select these stages for your pipeline and you can actually we have actually a lead called 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 e-mail last email from lead Source top priority market deal size company size close rate e-mail thread count days and state and keeps in mind so if you want to add another phase you will click on this Plus at the top and you will give your stage a name let’s say that you actually 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 select different colors for each of the stages however I think all of these are actually currently developed so this is really quite outstanding what I will do is I will actually eliminate this one and if you feel like there is um I believe pitched and demonstration are kind 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 demo here and then 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 this plus here and we have free type a date check box fall General e-mail e-mail tracking job calls and conferences 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 actually missing and I’ll really rearrange and put the notes here okay e-mail thread count close date alright business’s size offer size and Company size all right let’s get rid of the company size and I’m gon na actually find something else within the general where we have produced by date developed fans and more so I actually wish to choose the developed.
by or perhaps the fans due to the fact that I want to keep track of my employee that are actually 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 choices available within streak is really one of the most convenient and among the most uh you understand flexible out there it’s really easy to use with design templates we have tasks too within my project again if I didn’t wish to opt for these sales if I finished with projects then I can choose the job stages right here and once again the fields the procedure is going to be comparable you will select these phases from here on this plus button here and you can also offer it different various colors we also have service Dev here you can see then we have employing so if you do hiring then this is going to be your phases job search financier fundraising others property support and custom-made So within our support you can see we have actually incoming assigned working on solved and sound this is really respectable and we also have custom where I can actually start something from the scratch completely according to my company for me we just have the sales so I’m gon na go with the sales here and click produce personal or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click on create now it will just take a 2nd for a street to produce 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 actually click this drop down and we have manage phase or relabel 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 include 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 brand-new and click on get in so now you can see we have one lead produced 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 include another lead let’s call it new 2 we can really open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work in this manner now you can see we have 2 leads then let’s state there was a contacted too there’s one working out so I’ll just merely click new now when you develop a lead we can in fact click on this link and it will now open the different 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 developed keep in mind and after that we have invite colleagues so from here I can invite the employee we have include columns we have e-mails files and remarks you can change to the e-mails and it will show 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 once again we have the call log we have our meeting 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 really click enter 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 2 leads one gotten in touch with and something like this and this is where you will be getting your list we can pick various leads from here the stages and we can perform bulk actions such as deleting and sharing as well uh one more thing with srix on top you will have the ability to see we have private option we have these three dots where we can find these stages Combinations and automation this is one of the crucial ones click here and you’ll have the ability to actually integrate um other apps within yourr transfer information for alerts for automations custom-made develops and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and produce our CSV files similarly now I can switch to my various folders that we have here and I can create a new pipeline we can change to our simple Gmail really easily from here and it will also reveal 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 combine email and with merge email what occurs is I can actually develop a follow-up e-mails and various storage emails here and we have active advises so using is actually simple you can get going for free by just adding the integration and now you understand how to utilize as a total novice don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me supply some context about my career and how it connects to. As a freelance reporter, I have actually worked with numerous customers, handled numerous projects at the same time, and preserved an extensive network of contacts. Balancing these obligations can be overwhelming, and I recognized the need for a centralized system to simplify my operations.
In my quest for a service, I checked out numerous platforms but found them to be either too expensive 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 consumer relationship management tool that seamlessly integrates with Gmail, making it ideal for self-employed reporters who heavily depend on email interaction. Here are some essential advantages of using for your freelance journalism working with process:.
Intuitive Email Tracking and Company:.
enables you to track and arrange your e-mails effortlessly, giving you a clear overview of your communications with customers, leads, and partners.
You can create adjustable pipelines directly within your inbox, making it simple to handle and keep an eye on the development of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to picture and handle your sales procedure from lead generation to job conclusion.
You can categorize contacts, create custom-made stages, set pointers, and track interactions, ensuring that no chance slips through the cracks.
Smooth Collaboration and Teamwork:.
facilitates cooperation by permitting you to share pipelines and communicate with team members within the platform.
You can appoint jobs, share crucial e-mails, and collaborate in real-time, improving productivity and ensuring everybody remains on the exact same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repetitive jobs.
You can create design templates for common email actions, schedule follow-ups, and established suggestions, saving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, offers advantages in regards to coding and software advancement. Here’s how:.
offers a robust API and comprehensive developer documentation, making it simple to integrate with other tools and construct customized solutions.
This flexibility permits independent reporters with coding skills to extend the performance of and tailor it to their particular needs.
Task Management for Software Development:.
‘s pipeline function can be adjusted to manage software development projects, from ideation to deployment.
You can produce custom-made stages for various development phases, assign jobs to team members, and track progress efficiently.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive interface and user friendly features, decreasing the finding out curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collaborative functions that enhance team effort and interaction.
Developer-friendly API for integration and customization.
Cost-efficient solution for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation features.
Reliance on Gmail for complete performance, limiting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more affordable service, particularly for freelancers and small companies.
HubSpot has a totally free version, however advanced functions need a higher-tier paid subscription.
Features and Complexity:.
offers a more extensive suite of functions, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s seamless combination with Gmail is helpful for users heavily reliant on email interaction.
As a freelance journalist, managing your hiring process and customer relationships is critical to your success. deals a user-friendly and inexpensive service that effortlessly integrates with Gmail, allowing you to simplify your operations and focus on your craft. While it might not have the innovative features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a writer, material, or editor creator, can empower you to take control of your freelance journalism career 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.