As a skilled freelance journalist, I understand the obstacles of managing tasks, tracking leads, and nurturing customer relationships. In this post, I will dive into the benefits of utilizing for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey guys welcome back in this video I will be showing you how to utilize Streak Crm Multiple Users for your consumer relations partnership interaction and much more so let’s enter into it first off you need to go to streak.com and you will arrive at this website right here now is a sort of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is really incredible and I’ll show you how to do that as a complete beginner it will help you tailor a perfect process for your team and you will have the ability to get your work done now let’s in fact get into the process now is readily available as an extension and it’s totally totally free so as soon as you get to the website you’ll get this alternative here which is contribute to Chrome and you’re.
going to choose this one now it will take you to Chrome dot google.com extensions and this is our extension here click contribute to Chrome click on ADD extension and your extension will be included all right 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 merely check in make sure to sign.
into the same Gmail that you have actually added the uh you know streak to now it will ask you for your access and we’re gon na merely scroll down and click enable after adding this is what your Gmail will look like now you can see here in our basic you understand folders we are getting just recently seen all tracked emails and upgraded reply and after that we have this brand-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 combines so you can see this is like our new control panel for here I’ll be able to develop a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go develop a new pipeline let’s in fact do that you will click new pipeline here and we have various alternatives firstly we have the stages so this is where you will select these phases for your pipeline and you can in fact we have actually a lead called pitched demonstration working out close phone closed uh you understand 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 concern market offer size business size close rate email thread count days and state and keeps in mind so if you wish to include another phase you will click on this Plus on top and you will provide your stage a name let’s say that you actually wished to produce another um you know phase here for instance let’s state I didn’t have no strings so I can develop right here.
and you can offer it your color so we can actually choose various colors for each of the stages but I think all of these are in fact currently developed so this is really 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 kind of like the same thing we just go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is in fact let’s eliminate the demo here and after that we have negotiating with negotiating I can choose like in progress or something and now you can see these are my stages then I will scroll down to the fields here with each pipeline what are the various fields that you want so you will click this plus here and we have complimentary kind a date check box fall General e-mail email tracking task calls and meetings 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 and I’ll really reorganize and put the notes here alright e-mail thread count close date okay business’s size offer size and Company size fine let’s eliminate the business size and I’m gon na in fact discover something else within the general where we have actually developed by date produced fans and more so I really wish to opt for the produced.
by or possibly the followers due to the fact that I wish to keep track of my staff member that are in fact following this so I will you understand 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 most convenient and among the most uh you understand flexible out there it’s really easy to use with templates we have projects too within my project again if I didn’t want to opt for these sales if I finished with tasks then I can choose the project stages right here and again the fields the process is going to be comparable you will select these phases from here on this plus button here and you can likewise give it different various colors we likewise have organization Dev here you can see then we have hiring so if you do working with then this is going to be your stages job search financier fundraising others realty support and custom So within our support you can see we have inbound designated working on resolved and noise this is really pretty good and we also have custom where I can really start something from the scratch completely according to my service for me we simply have the sales so I’m gon na go with the sales here and click develop private or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click develop now it will just take a 2nd for a street to develop a pipeline for me so you can see this in fact looks respectable now I will be able to include my Lead Series so you can actually click on this drop down and we have manage phase or relabel so as I continue as I add various leads here what I I will do is I’ll just merely click and I’ll be able to add it click on the top here include a box so click on ADD box here and I’m going to add a box in the lead section here and let’s just call it brand-new and click on go into so now you can see we have one lead developed 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 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 simply gon na work in this manner now you can see we have two leads then let’s say there was a called also there’s one working out so I’ll just simply click on brand-new now when you create a lead we can in fact click here and it will now open up the different fields that we added so this is a new Elite that I developed and we have all of these various columns we have the fields that we produced keep in mind and then we have invite teammates so from here I can invite the employee we have include columns we have emails files and comments you can switch to the e-mails and it will reveal you the emails that you got in files we can even publish files and after that we have the remarks at the top here again we have the call log we have our meeting notes and we even have our.
accessories so this is how you develop a lead within your when you’re done with this you can in fact click on go into 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 contacted and something like this and this is where you will be getting your list we can select various 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 have the ability to see we have personal choice we have these three dots where we can discover these phases Integrations and automation this is one of the crucial ones click here and you’ll be able to in fact incorporate um other apps within yourr transfer information for notices for automations custom constructs and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they very quickly and produce our CSV files similarly now I can change to my various folders that we have here and I can develop a brand-new pipeline we can switch to our basic Gmail extremely quickly from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have produced we will even have our combine e-mails now with our so this is the combine email and with combine e-mail what takes place is I can really create a follow-up emails and different storage e-mails here and we have active instructs so using is truly simple you can get going totally free by simply adding the combination and now you understand how to use as a complete newbie do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me provide some context about my career and how it connects to. As a self-employed journalist, I’ve dealt with many clients, managed multiple projects at the same time, and kept an extensive network of contacts. Juggling these responsibilities can be frustrating, and I acknowledged the requirement for a centralized system to streamline my operations.
In my quest for a solution, I checked out various platforms but discovered them to be either too pricey or too complicated for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly integrates with Gmail, making it ideal for freelance journalists who heavily count on e-mail communication. Here are some crucial benefits of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Company:.
allows you to track and organize your e-mails easily, providing you a clear summary of your interactions with customers, leads, and partners.
You can create adjustable pipelines straight within your inbox, making it simple to keep an eye on the progress and manage of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to envision and handle your sales procedure from list building to job completion.
You can classify contacts, develop customized stages, set tips, and track interactions, ensuring that no chance slips through the fractures.
Seamless Partnership and Team Effort:.
helps with partnership by allowing you to share pipelines and interact with employee within the platform.
You can assign tasks, share crucial e-mails, and collaborate in real-time, improving productivity and ensuring everyone stays on the exact same page.
‘s flexible workflow system allows you to personalize your pipelines and automate recurring jobs.
You can create design templates for typical email responses, schedule follow-ups, and established tips, conserving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, uses advantages in regards to coding and software advancement. Here’s how:.
provides a robust API and extensive designer documents, making it easy to incorporate with other tools and develop customized services.
This flexibility enables self-employed reporters with coding abilities to extend the performance of and tailor it to their particular needs.
Task Management for Software Development:.
‘s pipeline feature can be adjusted to handle software application advancement projects, from ideation to implementation.
You can develop custom-made stages for different development phases, appoint tasks to employee, and track progress effectively.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive user interface and easy-to-use functions, decreasing the finding out curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collaborative features that improve team effort and interaction.
Developer-friendly API for integration and modification.
Affordable option for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for complete performance, restricting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While offers considerable benefits for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more economical solution, especially for freelancers and small companies.
HubSpot has a totally free version, however advanced features need a higher-tier paid membership.
Features and Intricacy:.
provides a more extensive suite of features, including innovative marketing automation and analytics.
concentrates on simplicity and ease of use, providing a streamlined experience.
Both and incorporate with different third-party tools.
‘s seamless integration with Gmail is useful for users heavily reliant on e-mail communication.
As a self-employed journalist, handling your hiring procedure and customer relationships is vital to your success. offers a affordable and instinctive solution that perfectly incorporates 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, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a material, editor, or writer developer, can empower you to take control of your freelance journalism profession by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.