As a seasoned freelance journalist, I comprehend the obstacles of managing jobs, tracking leads, and supporting client relationships. In this article, I will dive 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 use for novices hey people invite back in this video I will be revealing you how to utilize Streak Crm Lead Status for your customer relations partnership communication and a lot more so let’s enter into it first off you need to go to streak.com and you will arrive on 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 truly amazing and I’ll show you how to do that as a total newbie it will assist you personalize an ideal process for your group and you will be able to get your work done now let’s actually enter into the process now is available as an extension and it’s totally complimentary so when you get to the site you’ll get this alternative 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 added alright it’s done and now it is contributing 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 ensure to sign.
into the same Gmail that you have included the uh you understand streak to now it will ask you for your gain access to and we’re gon na just scroll down and click enable after adding this is what your Gmail will look like now you can see here in our simple you understand folders we are getting recently seen all tracked e-mails and upgraded reply and then we have this new option which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this resembles 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 employing so this is where we’ll go develop a new pipeline let’s in fact do that you will click brand-new pipeline here and we have different alternatives to start with we have the stages so this is where you will choose these stages for your pipeline and you can really we have a lead gotten in touch with pitched demonstration working out 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 priority industry deal size business size close rate e-mail thread count days and state and notes so if you wish to include another phase you will click this Plus at the top and you will provide your stage a name let’s say that you actually wished to produce another um you know stage here for example let’s state 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 different colors for each of the stages however I think all of these are actually currently created so this is really pretty impressive what I will do is I will actually eliminate this one and if you feel like there is um I think 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 2 what I’ll do is really let’s eliminate the demo here and then we have working out with negotiating I can go with 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 desire so you will click this plus here and we have totally free type a date check box drop down 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 go with this one here this is the field that was in fact missing out on and I’ll in fact rearrange and put the notes here all right email thread count close date fine company’s size offer 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 produced by date developed fans and more so I in fact wish to choose the developed.
by or maybe the fans because I want to keep track of my employee that are in fact following this so I will you know 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 readily available within streak is really among the easiest and one of the most uh you understand versatile out there it’s extremely easy to use with templates we have tasks too within my task once again if I didn’t want to choose these sales if I made with tasks then I can choose the job phases right here and once again the fields the procedure is going to be comparable you will select these stages from here on this plus button here and you can likewise offer it various different colors we also have organization Dev here you can see then we have hiring so if you do working with then this is going to be your phases task search investor fundraising others property support and customized So within our support you can see we have inbound designated working on fixed and sound this is in fact pretty good and we also have customized where I can really start something from the scratch totally according to my business for me we simply have the sales so I’m gon na go with the sales here and click create personal or.
shared so I will be sharing this with a team 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 add my Lead Series so you can actually click this drop down and we have manage stage 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 add it click the top here add a box so click on ADD box here and I’m going to include a box in the lead section here and let’s simply call it brand-new and click get in so now you can see we have actually 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 brand-new I’m going to include another lead let’s call it 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 this way now you can see we have two leads then let’s state there was a gotten in touch with as well there’s one working out so I’ll just simply click brand-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 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 remember and then we have welcome colleagues so from here I can welcome the team members we have add columns we have emails files and remarks you can change to the emails and it will show you the e-mails that you got in files we can even upload files and after that we have the comments at the top here once again we have the call log we have our conference notes and we even have our.
attachments so this is how you develop a lead within your when you’re made with this you can actually click enter and it will be closed now it will reveal you something like this we have all of our information gathered 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 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 phases Combinations and automation this is among the essential ones click here and you’ll be able to actually incorporate um other apps within yourr transfer data for notices for automations custom-made constructs and more we can also 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 similarly now I can switch to my different folders that we have here and I can produce a new pipeline we can change to our basic Gmail really easily from here and it will likewise show me the emails that I will be getting for my pipelines that I have actually developed we will even have our combine e-mails now with our so this is the merge e-mail and with combine email what happens is I can actually produce a follow-up e-mails and various storage e-mails here and we have active advises so using is actually easy you can get started for free by just including the integration and now you understand how to use as a complete novice don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me offer some context about my profession and how it associates with. As a self-employed journalist, I have actually worked with many customers, handled multiple jobs at the same time, and kept a substantial network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the requirement for a central system to improve my operations.
In my mission for a service, I explored various platforms however found them to be either too costly or too intricate for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly incorporates with Gmail, making it ideal for freelance journalists who heavily rely on email interaction. Here are some crucial benefits of using for your freelance journalism working with procedure:.
User-friendly Email Tracking and Company:.
allows you to track and organize your e-mails easily, giving you a clear summary of your communications with customers, leads, and partners.
You can create adjustable pipelines straight within your inbox, making it easy to handle and keep track of the development of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to picture and manage your sales process from list building to task conclusion.
You can classify contacts, produce custom phases, set suggestions, and track interactions, making sure that no chance slips through the cracks.
Seamless Collaboration and Teamwork:.
helps with partnership by enabling you to share pipelines and interact with employee within the platform.
You can assign jobs, share essential emails, and collaborate in real-time, enhancing productivity and ensuring everyone remains on the same page.
‘s versatile workflow system allows you to tailor your pipelines and automate repeated tasks.
You can develop templates for common e-mail reactions, schedule follow-ups, and set up pointers, saving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, uses benefits in regards to coding and software development. Here’s how:.
offers a robust API and comprehensive developer documents, making it simple to incorporate with other tools and develop custom solutions.
This versatility allows independent reporters with coding skills to extend the functionality 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 implementation.
You can develop customized phases for different advancement stages, assign tasks to staff member, and track progress efficiently.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly user interface and easy-to-use features, lessening the learning curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collaborative functions that boost team effort and communication.
Developer-friendly API for integration and customization.
Cost-effective option for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation features.
Reliance on Gmail for full functionality, restricting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more budget friendly solution, specifically for freelancers and small businesses.
HubSpot has a free variation, but advanced features require a higher-tier paid membership.
Functions and Complexity:.
offers a more thorough suite of functions, consisting of innovative marketing automation and analytics.
focuses on simplicity and ease of use, offering a structured experience.
Both and integrate with various third-party tools.
‘s seamless integration with Gmail is advantageous for users greatly reliant on e-mail interaction.
As a freelance journalist, handling your hiring procedure and client relationships is critical to your success. offers a user-friendly and budget-friendly solution that flawlessly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it may not have the innovative functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a writer, content, or editor developer, can empower you to take control of your freelance journalism profession by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.