As an experienced freelance journalist, I comprehend the obstacles of handling tasks, tracking leads, and nurturing customer relationships. In this post, I will dive into the advantages of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for newbies hey men invite back in this video I will be showing you how to use Streak Crm Plans for your client relations cooperation communication and much more so let’s enter into it firstly you need to go to streak.com and you will land on this site right here now is a sort of CRM that we can contribute 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 fantastic and I’ll reveal you how to do that as a complete newbie it will assist you customize a perfect process for your group and you will have the ability to get your work done now let’s actually get into the procedure now is offered as an extension and it’s completely totally free so when you get to the site you’ll get this option 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 contribute to Chrome click on ADD extension and your extension will be included alright it’s done and now it is contributing 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 check in make sure to sign.
into the same Gmail that you have actually added 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 allow after including this is what your Gmail will look like now you can see here in our easy you understand folders we are getting just recently seen all tracked emails and updated reply and after that we have this new choice which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this resembles our brand-new control panel for here I’ll have the ability to create 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 produce a brand-new pipeline let’s actually do that you will click on brand-new pipeline here and we have various alternatives first off we have the stages so this is where you will select these stages for your pipeline and you can really we have actually a lead gotten in touch with pitched demo negotiating close phone closed uh you know then we have nurturing all right then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern industry deal size company size close rate e-mail thread count days and state and keeps in mind so if you wish to include another stage you will click 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 state I didn’t have no strings so I can create right here.
and you can offer it your color so we can really pick various colors for each of the stages however I think all of these are really currently created so this is actually quite 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 demo are type of like the very same thing we simply choose 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 working out 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 this plus here and we have complimentary type a date check box drop down General email email tracking task 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 choose 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 okay email thread count close date alright business’s size deal size and Company size okay let’s get rid of the business size and I’m gon na really find something else within the general where we have actually produced by date created fans and more so I really wish to go for the developed.
by or perhaps the fans due to the fact that I wish to monitor my team members that are actually following this so I will you understand 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 among the simplest and among the most uh you know 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 choose these sales if I did with tasks then I can opt for the task stages right here and again the fields the procedure is going to be comparable you will choose these stages from here on this plus button here and you can also provide it various different colors we also have business 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 realty support and customized So within our support you can see we have incoming assigned working on dealt with and sound this is in fact pretty good and we likewise have custom where I can really start something from the scratch absolutely according to my company for me we just have the sales so I’m gon na opt for the sales here and click on produce 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 just take a 2nd for a street to produce a pipeline for me so you can see this really looks pretty good now I will be able to add my Lead Series so you can actually click on this drop down and we have manage stage or rename so as I proceed as I add various 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 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 actually one lead produced let’s state that there is actually 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 add another lead let’s call it brand-new two we can in fact open this up in a new tab from here too but I’m just for now I’m simply gon na work by doing this now you can see we have 2 leads then let’s state there was a gotten in touch with too there’s one working out so I’ll just merely click on brand-new now when you produce 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 produced remember and after that we have welcome teammates so from here I can welcome the team members we have include columns we have emails files and remarks you can change to the e-mails and it will show you the e-mails that you got in files we can even publish files and then 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.
accessories so this is how you develop a lead within your as soon as you’re done with this you can in fact click on get in and it will be closed now it will show you something like this we have all of our data 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 select different leads from here the stages and we can carry out bulk actions such as erasing 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 stages Integrations and automation this is among the essential ones click on this link and you’ll have the ability to actually integrate um other apps within yourr transfer information for alerts for automations customized builds and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they very easily and develop our CSV files similarly now I can change to my different folders that we have here and I can produce a new pipeline we can switch to our simple Gmail really quickly from here and it will also show me the emails that I will be receiving for my pipelines that I have created we will even have our merge e-mails now with our so this is the combine email and with merge e-mail what happens is I can actually produce a follow-up e-mails and different storage emails here and we have active advises so utilizing is actually easy you can begin totally free by simply including the combination and now you understand how to utilize as a complete beginner don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me supply some context about my career and how it relates to. As an independent reporter, I’ve worked with various customers, managed several tasks at the same time, and preserved an extensive network of contacts. Balancing these responsibilities can be overwhelming, and I recognized the requirement for a central system to simplify my operations.
In my quest for an option, I checked out various platforms but found them to be either too costly or too intricate for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly integrates with Gmail, making it perfect for freelance journalists who heavily depend on e-mail interaction. Here are some essential advantages of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Organization:.
permits you to track and organize your e-mails easily, giving you a clear overview of your interactions with customers, leads, and partners.
You can develop customizable pipelines directly within your inbox, making it simple to keep track of the development and manage of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and handle your sales process from list building to task completion.
You can classify contacts, create custom-made phases, set pointers, and track interactions, ensuring that no opportunity slips through the fractures.
Seamless Collaboration and Teamwork:.
facilitates cooperation by allowing you to share pipelines and communicate with staff member within the platform.
You can designate jobs, share essential e-mails, and work together in real-time, improving efficiency and making sure everyone stays on the exact same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repetitive jobs.
You can create templates for typical email reactions, schedule follow-ups, and established pointers, conserving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, provides advantages in terms of coding and software advancement. Here’s how:.
supplies a robust API and comprehensive designer documentation, making it easy to incorporate with other tools and build custom-made options.
This versatility allows independent journalists with coding skills to extend the performance of and customize it to their particular requirements.
Job Management for Software Application Advancement:.
‘s pipeline function can be adjusted to handle software advancement projects, from ideation to deployment.
You can create custom stages for different development stages, designate jobs to team members, and track progress efficiently.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and user friendly functions, minimizing the discovering curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collective functions that improve team effort and communication.
Developer-friendly API for integration and personalization.
Cost-effective service for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation functions.
Dependence on Gmail for full performance, restricting compatibility with other email companies.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more budget-friendly solution, particularly for freelancers and small businesses.
HubSpot has a free version, however advanced features need a higher-tier paid subscription.
Functions and Complexity:.
offers a more comprehensive suite of functions, consisting of sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, using a structured experience.
Both and integrate with different third-party tools.
‘s smooth integration with Gmail is beneficial for users heavily reliant on e-mail interaction.
As a freelance journalist, managing your hiring procedure and client relationships is paramount to your success. offers a user-friendly and budget-friendly service that seamlessly integrates with Gmail, allowing you to enhance your operations and focus on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a content, editor, or writer creator, can empower you to take control of your freelance journalism profession by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.