As a seasoned freelance journalist, I understand the challenges of managing projects, tracking leads, and supporting customer relationships. In this article, I will delve into the advantages of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast 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 For Repair Shop for your consumer relations partnership interaction and a lot more so let’s get into it to start with you need to go to streak.com and you will land on this website right here now is a kind of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is actually amazing and I’ll show you how to do that as a complete newbie it will assist you personalize an ideal process for your team and you will be able to get your work done now let’s in fact get into the procedure now is available as an extension and it’s entirely free so as soon as you get to the site you’ll get this choice 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 on add to Chrome click on ADD extension and your extension will be included fine 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 simply check in ensure 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 simply scroll down and click permit after adding this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting just recently seen all tracked emails and updated reply and then we have this new choice 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 be able to produce 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 brand-new pipeline let’s actually do that you will click new pipeline here and we have various alternatives to start with we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have actually a lead contacted pitched demonstration negotiating close phone closed uh you understand then we have nurturing fine then we have Fields so in fields we have a date of last email 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 wish to include another stage you will click this Plus on top and you will provide your phase a name let’s state that you in fact wanted to produce 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 provide it your color so we can really pick different colors for each of the stages however I believe all of these are in fact already created so this is in fact pretty remarkable what I will do is I will in fact eliminate this one and if you seem like there is um I believe pitched and demonstration 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 actually let’s get rid of the demo 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 want so you will click on this plus here and we have totally free form a date check box drop down General e-mail 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 really missing out on and I’ll in fact reorganize and put the notes here fine email thread count close date alright business’s size deal size and Business size all right let’s get rid of the business size and I’m gon na in fact find something else within the general where we have actually developed by date developed fans and more so I really want to choose the developed.
by or perhaps the followers because I want to keep an eye on my team members 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 lot of options available within streak is really among the easiest and one of the most uh you understand flexible out there it’s really easy to use with design templates we have tasks too within my job once again if I didn’t want to opt for these sales if I made with tasks then I can choose the job phases right here and again the fields the process is going to be comparable you will choose these stages from here on this plus button here and you can likewise give it different various colors we also have company Dev here you can see then we have hiring so if you do employing then this is going to be your phases task search investor fundraising others property assistance and custom So within our assistance you can see we have inbound assigned dealing with fixed and noise this is actually respectable and we likewise have custom-made where I can actually start something from the scratch completely according to my organization for me we just have the sales so I’m gon na choose the sales here and click develop personal or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click create now it will simply take a second for a street to produce a pipeline for me so you can see this really looks pretty good now I will have the ability to include my Lead Series so you can in fact click on this fall and we have manage phase or rename so as I proceed as I add different leads here what I I will do is I’ll just merely click and I’ll be able 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 new and click go into 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 brand-new 2 we can in fact open this up in a new tab from here too but I’m just for now I’m just gon na work by doing this now you can see we have 2 leads then let’s say there was a contacted too there’s one working out so I’ll just merely click on new now when you produce a lead we can in fact click here and it will now open up the various fields that we added so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we developed keep in mind and after that we have welcome teammates so from here I can invite the team members we have include columns we have e-mails files and comments you can change to the emails and it will show you the emails that you got in files we can even submit files and then 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 when 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 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 pick various leads from here the stages and we can perform bulk actions such as erasing and sharing too uh another thing with srix at the top you will be able to see we have personal choice we have these 3 dots where we can discover these stages Combinations and automation this is one of the important ones click on this link and you’ll have the ability to in fact integrate um other apps within yourr transfer data for alerts for automations custom-made develops and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely quickly and develop our CSV files likewise now I can change to my different folders that we have here and I can develop a brand-new pipeline we can switch to our easy Gmail extremely easily from here and it will likewise show me the emails that I will be getting for my pipelines that I have actually produced we will even have our merge emails now with our so this is the combine email and with combine email what takes place is I can actually create a follow-up emails and different storage e-mails here and we have active advises so using is really simple you can get started for free by just adding the integration and now you understand how to use as a total novice don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me supply some context about my career and how it relates to. As a self-employed journalist, I’ve dealt with various customers, managed several projects all at once, and maintained an extensive network of contacts. Balancing these responsibilities can be overwhelming, and I recognized the requirement for a centralized system to simplify my operations.
In my mission for a service, I explored numerous platforms however discovered them to be either too expensive or too complicated for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly integrates with Gmail, making it perfect for freelance reporters who greatly rely on e-mail communication. Here are some key advantages of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Organization:.
permits you to track and organize your e-mails easily, providing you a clear summary of your communications with clients, leads, and partners.
You can produce adjustable pipelines directly within your inbox, making it easy to keep an eye on the development and manage of your projects and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to imagine and handle your sales procedure from lead generation to task completion.
You can classify contacts, create custom-made stages, set reminders, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Partnership and Team Effort:.
facilitates collaboration by enabling you to share pipelines and interact with employee within the platform.
You can designate jobs, share important emails, and collaborate in real-time, boosting productivity and guaranteeing everybody remains on the very same page.
‘s versatile workflow system allows you to personalize your pipelines and automate repeated jobs.
You can produce templates for common email reactions, schedule follow-ups, and established pointers, conserving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, provides benefits in terms of coding and software application advancement. Here’s how:.
supplies a robust API and substantial developer documentation, making it easy to integrate with other tools and build custom solutions.
This versatility enables self-employed journalists with coding skills to extend the performance of and tailor it to their specific requirements.
Job Management for Software Advancement:.
‘s pipeline function can be adapted to handle software application development jobs, from ideation to deployment.
You can produce custom stages for different development phases, appoint tasks to staff member, and track progress effectively.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive user interface and user friendly features, decreasing the learning curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collaborative features that boost team effort and communication.
Developer-friendly API for integration and modification.
Cost-efficient solution for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation functions.
Reliance on Gmail for complete functionality, restricting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more affordable option, specifically for freelancers and small businesses.
HubSpot has a free version, however advanced functions need a higher-tier paid subscription.
Functions and Complexity:.
provides a more detailed suite of functions, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Both and integrate with different third-party tools.
‘s smooth combination with Gmail is advantageous for users greatly reliant on e-mail interaction.
As a self-employed reporter, managing your hiring process and client relationships is critical to your success. offers a instinctive and economical solution that flawlessly integrates with Gmail, allowing you to improve your operations and concentrate on your craft. While it may not have the sophisticated features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, content, or author creator, can empower you to take control of your freelance journalism profession by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.