As a seasoned freelance journalist, I comprehend the challenges of handling tasks, tracking leads, and supporting client relationships. In this article, I will dive into the benefits of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for beginners hey guys welcome back in this video I will be showing you how to use Streak Crm Thunderbird for your customer relations collaboration communication and a lot more so let’s get into it first of all you need to go to streak.com and you will land on this website right here now is a kind of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is really fantastic and I’ll reveal you how to do that as a total newbie it will assist you tailor a perfect procedure for your group and you will have the ability to get your work done now let’s actually enter into the process now is readily available as an extension and it’s totally complimentary so when you get to the website you’ll get this choice 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 contribute to Chrome click ADD extension and your extension will be added 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 actually included the uh you know streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click 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 just recently seen all tracked emails and upgraded reply and after that 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 merges so you can see this is like our brand-new control panel for here I’ll be able to produce a new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go develop a new pipeline let’s really do that you will click on brand-new pipeline here and we have different options to start with we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have actually a lead gotten in touch with pitched demonstration 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 top priority market deal size company size close rate email thread count days and state and notes so if you wish to include another stage you will click this Plus on top and you will give your stage a name let’s say that you really wanted to produce another um you know stage here for instance let’s say I didn’t have no strings so I can create right here.
and you can provide it your color so we can in fact pick various colors for each of the stages however I believe all of these are really currently created so this is really pretty excellent what I will do is I will actually get rid of this one and if you seem like there is um I believe pitched and demo are kind 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 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 phases then I will scroll down to the fields here with each pipeline what are the different fields that you want so you will click this plus here and we have free kind a date check box fall General e-mail e-mail tracking job calls and meetings so I don’t see anything for the course and meetings 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 actually missing and I’ll actually rearrange and put the notes here okay email thread count close date all right business’s size deal size and Company size fine let’s eliminate the business size and I’m gon na in fact find something else within the general where we have actually produced by date developed fans and more so I in fact wish to choose the developed.
by or maybe the followers because I want to keep track of my team members that are in fact following this so I will you understand 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 choices available within streak is really among the easiest and among the most uh you understand versatile out there it’s extremely easy to use with templates we have projects too within my task once again if I didn’t wish to choose these sales if I made with jobs then I can opt for the project stages right here and once again the fields the procedure is going to be comparable you will choose these phases from here on this plus button here and you can also offer it different various colors we also have company Dev here you can see then we have working with so if you do employing then this is going to be your stages task search financier fundraising others realty assistance and custom So within our support you can see we have actually inbound assigned dealing with fixed and sound this is actually respectable and we also have customized where I can actually start something from the scratch absolutely according to my service for me we simply have the sales so I’m gon na opt for the sales here and click develop personal or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click on develop now it will simply take a 2nd for a street to produce a pipeline for me so you can see this really looks pretty good now I will have the ability to add my Lead Series so you can actually click on this drop down and we have handle phase or relabel so as I proceed as I include different leads here what I I will do is I’ll just simply click and I’ll be able to add it click 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 go into so now you can see we have 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 add another lead let’s call it brand-new two we can really open this up in a new tab from here too however I’m just for now I’m just gon na work in this manner now you can see we have two leads then let’s state there was a contacted too there’s one working out so I’ll just simply click new now as soon as you produce a lead we can actually click here and it will now open up the various 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 created remember and after that we have welcome colleagues so from here I can welcome the employee we have include columns we have emails files and comments you can change to the emails and it will show you the emails 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 produce a lead within your as soon as 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 information collected 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 choose various leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh another thing with srix at the top you will have the ability to see we have private alternative we have these 3 dots where we can discover these stages Integrations and automation this is one of the important ones click here and you’ll have the ability to in fact integrate um other apps within yourr transfer data for alerts for automations custom develops 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 develop our CSV files likewise now I can change to my different folders that we have here and I can develop a brand-new pipeline we can change to our basic Gmail very easily from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have developed we will even have our combine e-mails now with our so this is the merge email and with merge e-mail what takes place is I can actually create a follow-up emails and different storage e-mails here and we have active advises so utilizing is really simple you can begin for free by just adding the combination and now you know how to utilize as a complete beginner do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it relates to. As a freelance journalist, I have actually worked with numerous clients, handled numerous jobs all at once, and kept a substantial network of contacts. Balancing these responsibilities can be overwhelming, and I acknowledged the need for a central system to simplify my operations.
In my mission for a solution, I explored various platforms however discovered them to be either too intricate or too pricey for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly incorporates with Gmail, making it ideal for independent journalists who heavily rely on e-mail interaction. Here are some essential benefits of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Organization:.
allows you to track and arrange your e-mails easily, providing you a clear overview of your interactions with customers, leads, and collaborators.
You can produce adjustable pipelines straight within your inbox, making it easy to keep an eye on the development and manage of your projects and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to imagine and manage your sales procedure from list building to task completion.
You can classify contacts, develop customized stages, set pointers, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Cooperation and Team Effort:.
facilitates collaboration by allowing you to share pipelines and communicate with employee within the platform.
You can appoint tasks, share crucial emails, and work together in real-time, improving efficiency and ensuring everybody remains on the same page.
Customizable Workflows:.
‘s versatile workflow system allows you to personalize your pipelines and automate recurring jobs.
You can create design templates for common email reactions, schedule follow-ups, and established reminders, conserving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, provides advantages in regards to coding and software development. Here’s how:.
Developer-Friendly Combination:.
provides a robust API and comprehensive developer documentation, making it simple to incorporate with other tools and construct custom-made options.
This flexibility enables independent journalists with coding abilities to extend the performance of and tailor it to their specific needs.
Task Management for Software Application Development:.
‘s pipeline function can be adapted to handle software application advancement jobs, from ideation to release.
You can develop custom-made stages for various development phases, designate tasks to staff member, and track development effectively.
Benefits and drawbacks of
Pros:.
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive user interface and easy-to-use features, decreasing the learning curve.
Customizable pipelines and workflows to adjust to private requirements.
Collective features that boost teamwork and interaction.
Developer-friendly API for combination and modification.
Cost-efficient option for freelancers and small businesses.
Cons:.
Restricted reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation features.
Reliance on Gmail for full functionality, restricting compatibility with other email providers.
Comparison with HubSpot CRM:.
While deals considerable benefits for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
Expense:.
uses a more budget friendly solution, specifically for freelancers and small businesses.
HubSpot has a free version, however advanced functions require a higher-tier paid membership.
Functions and Intricacy:.
supplies a more thorough suite of features, including sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Integration:.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is helpful for users heavily reliant on email interaction.
Conclusion:.
As a freelance journalist, managing your hiring procedure and customer relationships is vital to your success. offers a instinctive and inexpensive option that seamlessly incorporates with Gmail, allowing you to streamline your operations and focus on your craft. While it might not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re an editor, writer, or material creator, 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.