As a seasoned freelance journalist, I comprehend the difficulties of managing tasks, tracking leads, and nurturing client relationships. In this article, I will dig 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 people invite back in this video I will be showing you how to utilize Streak Crm Email Marketing for your customer relations collaboration interaction and much more so let’s enter it firstly you need to go to streak.com and you will arrive at this website 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 actually turn our Gmail into a platform which is really remarkable and I’ll reveal you how to do that as a total novice it will help you customize a best procedure for your group and you will have the ability to get your work done now let’s actually enter the procedure now is offered as an extension and it’s completely totally free so when you get to the website you’ll get this choice 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 contribute to Chrome click ADD extension and your extension will be included fine 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 certain to sign.
into the same Gmail that you have actually added 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 allow 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 seen all tracked e-mails 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 merges so you can see this is like 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 create a brand-new pipeline let’s really do that you will click new pipeline here and we have different alternatives 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 a lead contacted pitched demo negotiating close phone closed uh you understand then we have nurturing okay 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 e-mail thread count days and state and notes so if you want to add another phase you will click this Plus at the top and you will provide your stage a name let’s state that you really wished to produce another um you understand stage here for example let’s say I didn’t have no strings so I can develop right here.
and you can provide it your color so we can in fact choose various colors for each of the stages however I think all of these are in fact currently produced so this is really pretty impressive what I will do is I will really get rid of this one and if you feel like there is um I believe pitched and demonstration are type of like the same thing we simply choose the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s get rid of 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 want so you will click this plus here and we have complimentary kind a date check box drop down General email e-mail 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 choose this one here this is the field that was in fact missing and I’ll actually rearrange and put the notes here all right e-mail thread count close date fine company’s size offer 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 basic where we have actually produced by date produced fans and more so I in fact wish to opt for the developed.
by or perhaps the followers because I want to track my team members that are really following this so I will you understand put it right here now these are the a few of the fields that I desired for my pipeline now you can see there are a lot of alternatives offered within streak is in fact one of the easiest and one of the most uh you know versatile out there it’s really easy to use with design templates we have jobs too within my project again if I didn’t wish to opt for these sales if I made with jobs then I can opt for the job phases right here and once again the fields the process is going to be similar you will pick these phases from here on this plus button here and you can likewise provide it different various colors we likewise have organization Dev here you can see then we have working with so if you do employing then this is going to be your stages task search investor fundraising others property support and customized So within our support you can see we have inbound designated dealing with dealt with and noise this is actually respectable and we also 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 go with the sales here and click on produce personal 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 produce now it will simply take a 2nd for a street to develop a pipeline for me so you can see this in fact looks respectable now I will have the ability to add my Lead Series so you can actually click this fall and we have handle phase or rename so as I continue as I include various leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click on the top here include 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 new and click go into so now you can see we have actually one lead produced 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 brand-new two we can actually open this up in a new tab from here too but I’m just for now I’m simply gon na work by doing this now you can see we have 2 leads then let’s say there was a called too there’s one working out so I’ll just merely click new now once you create a lead we can actually click here and it will now open the different fields that we added so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we developed keep in mind and then we have welcome colleagues so from here I can invite the team members we have include 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 submit files and then 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 finished 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 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 select various leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh another thing with srix on top you will have the ability to see we have private choice we have these 3 dots where we can find these stages Combinations and automation this is one of the essential ones click on this link and you’ll have the ability to really incorporate um other apps within yourr transfer data for notifications for automations customized develops and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export information they really easily and produce our CSV files likewise now I can switch to my various folders that we have here and I can create a new pipeline we can change to our basic Gmail really quickly from here and it will likewise reveal 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 combine e-mail 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 using is really easy you can begin totally free by simply including the integration and now you know how to use as a total beginner don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it connects to. As a freelance reporter, I have actually dealt with numerous clients, managed several tasks all at once, and preserved a substantial network of contacts. Juggling these duties can be overwhelming, and I acknowledged the requirement for a centralized system to enhance my operations.
In my quest for a solution, I checked out various platforms however found them to be either too intricate or too pricey 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 incorporates with Gmail, making it perfect for freelance journalists who heavily depend on email communication. Here are some crucial benefits of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Company:.
enables you to track and arrange your emails effortlessly, giving you a clear summary of your communications with customers, leads, and partners.
You can develop customizable pipelines directly within your inbox, making it simple to manage and monitor the development of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and handle your sales procedure from lead generation to project conclusion.
You can categorize contacts, create customized stages, set suggestions, and track interactions, making sure that no chance slips through the fractures.
Smooth Cooperation and Team Effort:.
facilitates cooperation by permitting you to share pipelines and communicate with team members within the platform.
You can designate jobs, share important emails, and work together in real-time, boosting performance and making sure everybody stays on the same page.
‘s versatile workflow system allows you to tailor your pipelines and automate recurring tasks.
You can produce templates for typical e-mail actions, schedule follow-ups, and set up pointers, saving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, provides advantages in regards to coding and software application development. Here’s how:.
offers a robust API and extensive developer documents, making it easy to incorporate with other tools and build custom-made solutions.
This versatility allows freelance journalists with coding abilities to extend the performance of and tailor it to their particular requirements.
Project Management for Software Advancement:.
‘s pipeline feature can be adapted to handle software development tasks, from ideation to deployment.
You can create custom-made stages for different advancement stages, appoint jobs to employee, and track progress efficiently.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
Instinctive user interface and easy-to-use functions, lessening the learning curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collaborative functions that improve teamwork and interaction.
Developer-friendly API for integration and customization.
Economical service for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for complete performance, limiting compatibility with other email companies.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
offers a more economical solution, especially for freelancers and small companies.
HubSpot has a free version, but advanced features require a higher-tier paid membership.
Functions and Complexity:.
provides a more comprehensive suite of functions, including advanced marketing automation and analytics.
focuses on simpleness and ease of use, offering a structured experience.
Both and integrate with numerous third-party tools.
‘s seamless combination with Gmail is advantageous for users greatly reliant on e-mail communication.
As an independent journalist, managing your hiring procedure and client relationships is vital to your success. offers a cost effective and user-friendly solution that seamlessly integrates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it may not have the innovative functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a author, editor, or material creator, can empower you to take control of your freelance journalism profession by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.