As an experienced freelance reporter, I understand the obstacles of managing jobs, tracking leads, and supporting client relationships. In this post, I will dive into the benefits of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for beginners hey men invite back in this video I will be showing you how to use Streak Crm Mac for your consumer relations collaboration interaction and much more so let’s enter into it first off you require to go to streak.com and you will land on this site right here now is a kind of CRM that we can add to our basic Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is really amazing and I’ll reveal you how to do that as a total newbie it will help you customize a perfect procedure for your group and you will be able to get your work done now let’s actually enter into the process now is readily available as an extension and it’s entirely totally free so once you get to the website you’ll get this option here which is contribute 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 add to Chrome click on ADD extension and your extension will be included alright 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 sign in ensure to sign.
into the same Gmail that you have actually included the uh you know streak to now it will ask you for your gain access to and we’re gon na just scroll down and click on allow after adding this is what your Gmail will look like now you can see here in our easy you know folders we are getting recently seen all tracked e-mails and updated reply and then we have this new alternative 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 control panel for here I’ll be able to develop a new pipeline we have our sales orders sales 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 on new pipeline here and we have different choices to start with we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have a lead called pitched demonstration negotiating close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last e-mail last email from lead Source priority industry offer size business size close rate email thread count days and state and keeps in mind so if you wish to include another stage you will click on this Plus at the top and you will offer your stage a name let’s say that you actually wished 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 provide it your color so we can really select various colors for each of the stages but I believe all of these are actually currently produced so this is really quite excellent what I will do is I will really eliminate this one and if you seem like there is um I think pitched and demo are kind 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 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 different fields that you desire so you will click on this plus here and we have complimentary form a date check box drop down General e-mail e-mail tracking job 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 actually missing and I’ll really rearrange and put the notes here okay email thread count close date okay business’s size deal size and Company size fine let’s get rid of the business size and I’m gon na really find something else within the general where we have created by date produced followers and more so I really want to choose the created.
by or perhaps the followers since I want to keep track of my staff member that are really following this so I will you know 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 available within streak is really one of the most convenient and one of the most uh you understand flexible out there it’s really easy to use with design templates we have projects too within my task again if I didn’t wish to opt for these sales if I finished with jobs then I can choose the job stages 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 also provide it various various colors we also have organization Dev here you can see then we have working with so if you do employing then this is going to be your phases task search financier fundraising others real estate assistance and customized So within our support you can see we have incoming designated dealing with fixed and noise this is in fact respectable and we likewise have custom-made where I can actually start something from the scratch totally according to my company for me we just 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 produce now it will simply take a 2nd for a street to create a pipeline for me so you can see this actually looks respectable now I will have the ability to add my Lead Series so you can actually click on this drop down and we have manage stage or relabel so as I continue as I include 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 include a box in the lead section here and let’s just call it new and click on enter so now you can see we have actually one lead created let’s state that there is in fact closed one so I’m going to include one here let’s just for now let’s call it new I’m going to include another lead let’s call it new 2 we can really open this up in a new tab from here too however I’m just for now I’m simply gon na work by doing this now you can see we have two leads then let’s say there was a called as well there’s one negotiating so I’ll just simply click new now as soon as you produce a lead we can in fact click here and it will now open the different fields that we included 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 remember and then we have invite colleagues so from here I can welcome the employee we have add columns we have emails files and remarks you can change to the e-mails 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 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 two leads one called and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can carry out bulk actions such as deleting and sharing too uh one more thing with srix at the top you will be able to see we have personal choice we have these three dots where we can find these phases Combinations and automation this is one of the essential ones click on this link and you’ll be able to in fact incorporate um other apps within yourr transfer information for notifications 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 data they really easily and create our CSV files likewise now I can change to my various folders that we have here and I can create a brand-new pipeline we can change to our easy Gmail very quickly from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have actually produced we will even have our merge e-mails now with our so this is the combine email and with combine email what happens is I can really produce a follow-up emails and various storage emails here and we have active advises so using is actually easy you can get going totally free by just including the combination and now you know how to use as a complete newbie do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me offer some context about my career and how it relates to. As an independent journalist, I’ve worked with many customers, handled several tasks all at once, and kept a substantial network of contacts. Juggling these responsibilities can be frustrating, and I acknowledged the need for a centralized system to enhance my operations.
In my quest for a solution, I explored different platforms but discovered them to be either too complicated or too pricey for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly incorporates with Gmail, making it ideal for freelance journalists who heavily rely on e-mail interaction. Here are some key advantages of using for your freelance journalism working with process:.
Instinctive Email Tracking and Company:.
allows you to track and organize your emails easily, giving you a clear overview of your interactions with clients, leads, and collaborators.
You can create customizable pipelines straight within your inbox, making it easy to handle and keep an eye on the development of your projects and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to imagine and handle your sales procedure from lead generation to project completion.
You can categorize contacts, develop custom phases, set suggestions, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Partnership and Team Effort:.
assists in cooperation by enabling you to share pipelines and communicate with employee within the platform.
You can appoint tasks, share crucial emails, and collaborate in real-time, enhancing productivity and guaranteeing everyone remains on the same page.
‘s versatile workflow system enables you to customize your pipelines and automate repeated jobs.
You can produce design templates for typical e-mail responses, schedule follow-ups, and established suggestions, conserving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in independent journalism, offers benefits in regards to coding and software advancement. Here’s how:.
provides a robust API and extensive developer documentation, making it easy to integrate with other tools and develop customized options.
This versatility enables independent reporters with coding skills to extend the performance of and customize it to their particular needs.
Job Management for Software Development:.
‘s pipeline function can be adjusted to manage software application development projects, from ideation to release.
You can produce customized phases for different development phases, designate tasks to team members, and track development efficiently.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and easy-to-use features, reducing the finding out curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collective features that boost teamwork and communication.
Developer-friendly API for integration and customization.
Cost-efficient service for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for full performance, restricting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While deals considerable benefits for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more economical solution, particularly for freelancers and small businesses.
HubSpot has a free version, however advanced functions require a higher-tier paid subscription.
Features and Complexity:.
offers a more thorough suite of functions, consisting of sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and integrate with numerous third-party tools.
‘s smooth combination with Gmail is advantageous for users heavily reliant on email communication.
As a freelance journalist, managing your hiring procedure and customer relationships is paramount to your success. offers a budget-friendly and user-friendly service that flawlessly integrates with Gmail, allowing you to improve your operations and focus 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 a perfect choice for freelance reporters.
Whether you’re a material, editor, or writer creator, can empower you to take control of your freelance journalism profession by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.