As an experienced freelance journalist, I understand the difficulties of managing jobs, tracking leads, and supporting customer relationships. In this post, I will delve into the advantages of utilizing for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for novices hey guys welcome back in this video I will be revealing you how to utilize Streak Crm Square Logo for your consumer relations cooperation communication and a lot more so let’s enter it to start with you need to go to streak.com and you will land 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 Center and we can really turn our Gmail into a platform which is really remarkable and I’ll reveal you how to do that as a complete newbie it will help you customize a perfect process for your team and you will have the ability to get your work done now let’s actually enter into the process now is offered as an extension and it’s entirely free so once you get to the site you’ll get this option here which is add 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 ADD extension and your extension will be included okay it’s done and now it is adding 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 just sign in make sure to sign.
into the exact 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 simply scroll down and click on enable after adding this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting recently viewed all tracked emails and upgraded reply and then we have this brand-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 combines so you can see this is like our new dashboard for here I’ll be able to produce a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go produce a new pipeline let’s in fact do that you will click on brand-new pipeline here and we have different alternatives firstly we have the stages so this is where you will choose these stages for your pipeline and you can actually we have actually a lead called pitched demo negotiating close phone closed uh you know then we have supporting all right then we have Fields so in fields we have a date of last email last email from lead Source priority industry offer size company size close rate email thread count days and state and keeps in mind so if you want to add another stage you will click this Plus at the top and you will give your phase a name let’s state that you in fact wanted to produce another um you understand phase here for instance let’s say I didn’t have no strings so I can develop right here.
and you can provide it your color so we can actually select various colors for each of the stages but I think all of these are actually currently created so this is actually pretty outstanding what I will do is I will in fact get rid of this one and if you seem like there is um I think pitched and demo are kind of like the same thing we simply choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s get rid of the demo here and after that we have working out with negotiating I can opt for 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 different fields that you want so you will click on this plus here and we have complimentary form a date check box fall General e-mail e-mail tracking task 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 choose this one here this is the field that was really missing and I’ll in fact reorganize and put the notes here alright e-mail thread count close date fine business’s size offer size and Business size alright let’s get rid of the company size and I’m gon na really find something else within the basic where we have developed by date created followers and more so I in fact want to choose the created.
by or perhaps the followers due to the fact that I wish to keep an eye on my staff member that are actually following this so I will you understand put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a great deal of choices offered within streak is in fact among the easiest and among the most uh you understand flexible out there it’s extremely easy to use with design templates we have jobs too within my project again if I didn’t want to go for these sales if I finished with tasks then I can go with the project stages right here and once again the fields the process is going to be similar you will select these stages from here on this plus button here and you can also provide it various various colors we likewise have company Dev here you can see then we have employing so if you do hiring then this is going to be your phases task search investor fundraising others realty support and custom-made So within our assistance you can see we have actually inbound appointed dealing with solved and sound this is really pretty good and we also have customized where I can in fact start something from the scratch totally according to my service for me we just have the sales so I’m gon na opt for the sales here and click produce private or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click create now it will simply take a second for a street to produce a pipeline for me so you can see this actually looks respectable now I will be able to add my Lead Series so you can in fact click this drop down and we have handle stage or rename so as I continue as I include 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 ADD box here and I’m going to add a box in the lead area here and let’s simply call it new and click get in so now you can see we have one lead created let’s say 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 add another lead let’s call it brand-new two we can actually open this up in a new tab from here too however I’m just for now I’m just gon na work by doing this now you can see we have two leads then let’s state there was a called too there’s one negotiating so I’ll just simply click new now when you develop a lead we can actually click here and it will now open up the different fields that we included so this is a brand-new Elite that I developed and we have all of these various columns we have the fields that we created keep in mind and then we have welcome teammates so from here I can invite the staff member we have add columns we have e-mails files and comments you can switch to the emails and it will reveal you the e-mails that you got in files we can even upload files and then we have the comments 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 once you’re made with this you can actually click on enter and it will be closed now it will show you something like this we have all of our data 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 select different leads from here the stages and we can carry out bulk actions such as deleting and sharing also uh one more 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 Integrations and automation this is one of the essential ones click on this link and you’ll be able to really incorporate um other apps within yourr transfer information for notifications for automations custom constructs and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they really easily and produce 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 basic Gmail very easily from here and it will also reveal me the emails that I will be receiving for my pipelines that I have created we will even have our combine emails now with our so this is the combine email and with merge email what happens is I can really produce a follow-up e-mails and various storage e-mails here and we have active advises so using is really easy you can begin free of charge by just including the combination and now you understand how to utilize as a total novice don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me supply some context about my career and how it connects to. As a self-employed journalist, I have actually dealt with various clients, handled multiple jobs at the same time, and preserved a comprehensive network of contacts. Juggling these duties can be frustrating, and I recognized the requirement for a centralized system to simplify my operations.
In my mission for a service, I checked out different platforms but discovered them to be either too costly or too intricate for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly integrates with Gmail, making it perfect for independent journalists who greatly depend on email communication. Here are some key advantages of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Organization:.
permits you to track and organize your emails easily, giving you a clear introduction of your interactions with clients, leads, and partners.
You can develop adjustable pipelines straight within your inbox, making it simple to monitor the development and manage of your jobs and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to envision and manage your sales process from list building to job completion.
You can classify contacts, produce custom-made stages, set suggestions, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Partnership and Team Effort:.
assists in cooperation by enabling you to share pipelines and interact with staff member within the platform.
You can appoint tasks, share important emails, and team up in real-time, boosting productivity and guaranteeing everyone remains on the same page.
Personalized Workflows:.
‘s versatile workflow system enables you to customize your pipelines and automate repeated jobs.
You can develop templates for typical email responses, schedule follow-ups, and set up suggestions, saving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, uses benefits in terms of coding and software advancement. Here’s how:.
Developer-Friendly Combination:.
supplies a robust API and substantial developer documents, making it simple to incorporate with other tools and develop customized options.
This versatility permits independent journalists with coding abilities to extend the performance of and tailor it to their particular needs.
Task Management for Software Advancement:.
‘s pipeline function can be adjusted to manage software application development tasks, from ideation to release.
You can produce customized stages for various advancement phases, assign jobs to employee, and track development effectively.
Pros and Cons of
Pros:.
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive interface and easy-to-use features, reducing the finding out curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collective features that improve teamwork and communication.
Developer-friendly API for combination and personalization.
Cost-effective solution for freelancers and small businesses.
Cons:.
Minimal reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation features.
Dependence on Gmail for full performance, limiting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While deals substantial advantages for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
Expense:.
offers a more affordable solution, especially for freelancers and small businesses.
HubSpot has a free variation, however advanced features require a higher-tier paid membership.
Features and Intricacy:.
provides a more comprehensive suite of features, consisting of innovative marketing automation and analytics.
concentrates on simplicity and ease of use, using a streamlined experience.
Integration:.
Both and integrate with different third-party tools.
‘s seamless integration with Gmail is advantageous for users heavily reliant on email interaction.
Conclusion:.
As a freelance journalist, handling your hiring process and customer relationships is vital to your success. offers a economical and instinctive service that seamlessly integrates with Gmail, enabling you to simplify your operations and focus on your craft. While it may not have the sophisticated features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a author, material, or editor developer, can empower you to take control of your freelance journalism career by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.