As a seasoned freelance journalist, I understand the difficulties of managing tasks, tracking leads, and nurturing customer relationships. In this article, I will delve into the advantages of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey people invite back in this video I will be showing you how to utilize Streak Crm Email Video for your client relations collaboration interaction and far more so let’s enter into it first of all you require to go to streak.com and you will land on this site right here now is a type of CRM that we can contribute 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 incredible and I’ll show you how to do that as a total novice it will help you personalize a best procedure for your team and you will be able to get your work done now let’s in fact enter the procedure now is available as an extension and it’s entirely complimentary so once you get to the website you’ll get this alternative here which is add 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 add to Chrome click ADD extension and your extension will be added okay it’s done and now it is adding 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 ensure 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 on allow after adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting recently viewed all tracked e-mails and upgraded reply and after that we have this new alternative which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this is like our brand-new dashboard for here I’ll be able to develop a new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go create a new pipeline let’s actually do that you will click new pipeline here and we have different choices first of all we have the stages so this is where you will choose these stages for your pipeline and you can really we have actually a lead contacted pitched demonstration negotiating close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last email last e-mail from lead Source priority industry deal size business size close rate email thread count days and state and keeps in mind so if you want to include another phase you will click on this Plus at the top and you will provide your stage a name let’s say that you really wanted to develop 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 offer it your color so we can actually select different colors for each of the stages but I believe all of these are really already produced so this is actually pretty remarkable what I will do is I will actually eliminate this one and if you feel like there is um I believe pitched and demo are sort of like the exact same thing we simply choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s get rid of the demonstration here and then we have negotiating 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 different fields that you desire so you will click this plus here and we have free form a date check box drop down General e-mail email 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 opt for this one here this is the field that was really missing and I’ll really reorganize and put the notes here okay email thread count close date fine business’s size offer size and Business size all right 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 produced fans and more so I really wish to opt for the developed.
by or possibly the fans since I wish to keep track of 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 wanted for my pipeline now you can see there are a great deal of alternatives readily available within streak is actually one of the most convenient and one of the most uh you know flexible out there it’s really easy to use with templates we have jobs too within my project again if I didn’t wish to opt for these sales if I finished with tasks then I can go with the job phases right here and once again the fields the process is going to be comparable you will pick these stages from here on this plus button here and you can also provide it various various colors we also have organization Dev here you can see then we have hiring so if you do employing then this is going to be your stages task search financier fundraising others real estate assistance and custom-made So within our support you can see we have inbound assigned dealing with dealt with and sound this is in fact pretty good and we likewise have customized where I can in fact start something from the scratch totally according to my organization for me we simply have the sales so I’m gon na opt for the sales here and click on develop 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 just take a second for a street to produce a pipeline for me so you can see this really looks respectable now I will be able to include my Lead Series so you can really click this fall and we have handle stage or rename so as I continue as I add different 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 ADD box here and I’m going to add a box in the lead area here and let’s just call it new and click on go into so now you can see we have actually one lead produced 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 add another lead let’s call it brand-new 2 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 in this manner now you can see we have 2 leads then let’s state there was a gotten in touch with too there’s one working out so I’ll just merely click on brand-new now once you develop a lead we can actually click on this link and it will now open the different 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 invite colleagues so from here I can invite the team members we have include columns we have e-mails files and comments you can switch to the e-mails and it will reveal you the e-mails 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.
accessories so this is how you produce a lead within your when you’re done with this you can really click go into and it will be closed now it will show you something like this we have all of our data gathered here and at the top we’re getting our account such as two leads one called and something like this and this is where you will be getting your list we can choose various leads from here the stages and we can perform bulk actions such as erasing and sharing too uh one more thing with srix on top you will be able to see we have personal choice we have these 3 dots where we can discover these stages Integrations and automation this is one of the essential ones click on this link and you’ll be able to actually integrate um other apps within yourr transfer information for notifications for automations custom develops and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they extremely easily and develop our CSV files likewise now I can change to my various folders that we have here and I can produce a new pipeline we can change to our easy Gmail really quickly from here and it will likewise show me the emails that I will be receiving for my pipelines that I have actually produced we will even have our combine e-mails now with our so this is the combine e-mail and with combine e-mail what occurs is I can in fact develop a follow-up e-mails and different storage emails here and we have active advises so utilizing is actually easy you can get going free of charge by simply adding the integration and now you know how to utilize as a complete novice do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me provide some context about my career and how it relates to. As a freelance reporter, I’ve worked with various clients, handled numerous tasks all at once, and maintained an extensive network of contacts. Balancing these responsibilities can be overwhelming, and I acknowledged the requirement for a centralized system to simplify my operations.
In my quest for an option, I explored numerous platforms however found them to be either too complicated or too costly for my freelance setup. That’s when I found, 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 independent journalists who heavily depend on email communication. Here are some essential 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 introduction of your interactions with customers, leads, and partners.
You can create adjustable pipelines straight within your inbox, making it easy to monitor the development and handle of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to envision and handle your sales procedure from list building to task completion.
You can classify contacts, develop custom stages, set pointers, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Cooperation and Teamwork:.
helps with collaboration by permitting you to share pipelines and interact with employee within the platform.
You can designate tasks, share important emails, and team up in real-time, enhancing efficiency and guaranteeing everybody remains on the very same page.
‘s flexible workflow system enables you to tailor your pipelines and automate recurring jobs.
You can create templates for typical e-mail actions, schedule follow-ups, and established suggestions, saving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, provides benefits in regards to coding and software application development. Here’s how:.
provides a robust API and substantial designer documentation, making it easy to incorporate with other tools and construct customized solutions.
This versatility enables independent reporters with coding abilities to extend the performance of and customize it to their specific needs.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to manage software application development projects, from ideation to implementation.
You can create custom stages for different advancement phases, designate tasks to employee, and track progress efficiently.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and user friendly functions, lessening the finding out curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collective features that boost team effort and interaction.
Developer-friendly API for integration and modification.
Affordable solution for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation features.
Reliance on Gmail for complete functionality, restricting compatibility with other email providers.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more budget friendly service, especially for freelancers and small businesses.
HubSpot has a totally free version, however advanced features need a higher-tier paid membership.
Functions and Intricacy:.
offers a more detailed suite of functions, including sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Both and incorporate with numerous third-party tools.
‘s seamless integration with Gmail is advantageous for users heavily reliant on e-mail interaction.
As a self-employed journalist, managing your hiring procedure and client relationships is vital to your success. offers a user-friendly and budget friendly solution that perfectly integrates with Gmail, allowing you to streamline your operations and focus on your craft. While it might not have the sophisticated functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a content, editor, or author developer, 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 effect of Streak CRM in your freelance journalism undertakings.