As a seasoned freelance journalist, I understand the challenges of handling jobs, tracking leads, and supporting customer relationships. In this short article, I will dive into the benefits of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for novices hey guys welcome back in this video I will be revealing you how to use Streak Crm How To Import for your customer relations partnership communication and a lot more so let’s enter 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 Hub and we can really turn our Gmail into a platform which is actually incredible and I’ll reveal you how to do that as a complete beginner it will assist you tailor a perfect process for your group and you will have the ability to get your work done now let’s actually enter into the process now is readily available as an extension and it’s totally complimentary so when you get to the website you’ll get this alternative here which is add 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 contribute to Chrome click ADD extension and your extension will be included all right 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 sign in make certain to sign.
into the same Gmail that you have actually added the uh you know streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click on allow after adding this is what your Gmail will appear like now you can see here in our basic you know folders we are getting recently seen all tracked e-mails and updated 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 merges so you can see this resembles 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 employing so this is where we’ll go create a brand-new pipeline let’s in fact do that you will click on brand-new pipeline here and we have various choices firstly we have the stages so this is where you will pick these stages for your pipeline and you can really we have 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 e-mail last e-mail from lead Source priority industry offer size company size close rate e-mail thread count days and state and notes so if you want to include another stage you will click on this Plus on top and you will provide your phase a name let’s say that you in fact wanted to create another um you know stage here for example let’s say I didn’t have no strings so I can create right here.
and you can provide it your color so we can in fact select various colors for each of the stages but I believe all of these are actually already developed so this is in fact quite outstanding what I will do is I will really eliminate this one and if you seem like there is um I think pitched and demonstration are kind of like the exact same thing we simply opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s eliminate the demo here and then we have negotiating with negotiating I can choose 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 various fields that you want so you will click on this plus here and we have free type a date check box drop down General e-mail e-mail tracking task calls and meetings so I don’t 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 go with this one here this is the field that was really missing out on and I’ll really reorganize and put the notes here fine e-mail thread count close date fine company’s size offer size and Company size okay let’s get rid of the business size and I’m gon na really discover something else within the basic where we have produced by date produced followers and more so I actually wish to choose the developed.
by or maybe the fans since I want to keep an eye on my team members that are really following this so I will you know put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a lot of choices offered within streak is really one of the easiest and among the most uh you understand versatile out there it’s really easy to use with design templates we have tasks too within my task again if I didn’t wish to opt for these sales if I finished with tasks then I can go with the task stages right here and again the fields the process is going to be comparable you will choose these phases from here on this plus button here and you can also give it various various colors we also have organization Dev here you can see then we have hiring so if you do hiring then this is going to be your stages job search financier fundraising others realty support and custom-made So within our support you can see we have incoming designated dealing with resolved and sound this is in fact respectable and we likewise have custom where I can actually 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 produce private or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click develop now it will just take a 2nd for a street to produce a pipeline for me so you can see this actually looks pretty good now I will be able to include my Lead Series so you can actually click this drop down and we have handle phase or rename so as I proceed as I add various leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click on the top here add a box so click on 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 on enter so now you can see we have one lead created 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 brand-new two we can in fact open this up in a new tab from here too however I’m just for now I’m just gon na work this way now you can see we have 2 leads then let’s say there was a gotten in touch with also there’s one working out so I’ll just simply click brand-new now once you create a lead we can in fact click on this link 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 created 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 emails files and remarks you can switch 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 again we have the call log we have our conference 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 actually click on get in 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 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 as well uh another thing with srix at the top you will have the ability to see we have private alternative we have these three dots where we can discover 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 information for alerts for automations custom constructs and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely easily and develop our CSV files likewise now I can switch to my different folders that we have here and I can develop a brand-new pipeline we can switch to our easy Gmail extremely quickly from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our merge emails now with our so this is the merge email and with merge e-mail what takes place is I can really produce a follow-up emails and different storage e-mails here and we have active instructs so using is actually simple you can get going free of charge by simply adding the integration and now you understand how to utilize as a complete beginner don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me provide some context about my profession and how it relates to. As an independent reporter, I have actually dealt with many customers, handled numerous projects simultaneously, and kept an extensive network of contacts. Balancing these duties can be frustrating, and I acknowledged the need for a centralized system to improve my operations.
In my quest for a solution, I explored various platforms however discovered them to be either too intricate or too costly for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly incorporates with Gmail, making it perfect for freelance journalists who greatly depend on email communication. Here are some essential advantages of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Company:.
allows you to track and arrange your emails effortlessly, offering you a clear introduction of your communications with customers, leads, and partners.
You can create customizable pipelines straight within your inbox, making it simple to monitor the development and handle of your tasks and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to picture and manage your sales process from list building to project conclusion.
You can classify contacts, produce custom-made stages, set reminders, and track interactions, ensuring that no chance slips through the fractures.
Seamless Cooperation and Teamwork:.
helps with partnership by enabling you to share pipelines and communicate with employee within the platform.
You can appoint jobs, share crucial e-mails, and collaborate in real-time, boosting productivity and guaranteeing everybody stays on the exact same page.
Adjustable Workflows:.
‘s versatile workflow system enables you to tailor your pipelines and automate repeated tasks.
You can develop templates for common email actions, schedule follow-ups, and set up suggestions, conserving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, offers benefits in regards to coding and software development. Here’s how:.
Developer-Friendly Integration:.
supplies a robust API and extensive developer documentation, making it easy to integrate with other tools and develop custom-made services.
This versatility permits freelance journalists with coding abilities to extend the functionality of and tailor it to their specific requirements.
Task Management for Software Development:.
‘s pipeline function can be adjusted to handle software development jobs, from ideation to implementation.
You can develop customized stages for various development stages, appoint jobs to staff member, and track progress effectively.
Benefits and drawbacks of
Pros:.
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
Instinctive interface and easy-to-use functions, lessening the finding out curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collective features that improve teamwork and interaction.
Developer-friendly API for integration and customization.
Cost-effective solution for freelancers and small companies.
Cons:.
Limited reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for complete performance, limiting compatibility with other email providers.
Contrast with HubSpot CRM:.
While deals significant benefits for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
Cost:.
provides a more budget-friendly option, specifically for freelancers and small companies.
HubSpot has a totally free version, however advanced features require a higher-tier paid membership.
Features and Intricacy:.
supplies a more detailed suite of functions, including sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Combination:.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is beneficial for users greatly reliant on email interaction.
Conclusion:.
As a freelance journalist, handling your hiring process and customer relationships is paramount to your success. deals a user-friendly and inexpensive service that effortlessly integrates with Gmail, enabling you to simplify your operations and focus on your craft. While it might not have the sophisticated features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re an editor, author, or content creator, can empower you to take control of your freelance journalism profession by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.