As a skilled freelance journalist, I understand the challenges of managing jobs, tracking leads, and nurturing 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 provide a contrast with HubSpot CRM.
tutorial how to use for newbies hey guys invite back in this video I will be showing you how to utilize Streak Crm Tools for your consumer relations cooperation communication and a lot more so let’s enter it first off you require to go to streak.com and you will arrive on this site right here now is a type of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is truly remarkable and I’ll show you how to do that as a complete novice it will help you personalize an ideal procedure for your group and you will be able to get your work done now let’s actually get into the process now is available as an extension and it’s entirely totally free so once you get to the site you’ll get this option here which is add 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 on add to Chrome click ADD extension and your extension will be added fine 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 ensure to sign.
into the very same Gmail that you have 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 on enable after adding this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting just recently viewed all tracked emails and updated reply and after that we have this 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 resembles our brand-new dashboard for here I’ll have the ability to produce a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go develop a brand-new pipeline let’s really do that you will click brand-new pipeline here and we have different options first of all we have the stages so this is where you will choose these stages for your pipeline and you can really we have a lead gotten in touch with pitched demonstration negotiating close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority market offer size business size close rate e-mail thread count days and state and notes so if you want to include another stage you will click this Plus on top and you will give your phase a name let’s state that you actually wanted to produce another um you know phase here for example 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 select different colors for each of the stages but I believe all of these are in fact already produced so this is really quite remarkable what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demonstration are sort of like the same thing we just go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s get rid of the demonstration here and then we have negotiating 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 desire so you will click this plus here and we have totally free type a date check box drop down General e-mail e-mail tracking task 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 go with this one here this is the field that was actually missing out on and I’ll really rearrange and put the notes here alright e-mail thread count close date all right company’s size offer size and Business size fine let’s get rid of the company size and I’m gon na in fact find something else within the basic where we have developed by date created fans and more so I really want to opt for the created.
by or possibly the fans since 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 some of the fields that I desired for my pipeline now you can see there are a lot of alternatives offered within streak is really among the most convenient and one of the most uh you understand flexible out there it’s very easy to use with templates we have jobs too within my job once again if I didn’t wish to choose these sales if I finished with projects then I can choose the job phases right here and 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 different colors we likewise have organization Dev here you can see then we have hiring so if you do employing then this is going to be your stages task search investor fundraising others realty support and custom-made So within our support you can see we have actually inbound designated working on resolved and noise this is actually respectable and we likewise have custom-made where I can in fact start something from the scratch completely according to my service for me we merely have the sales so I’m gon na go with the sales here and click on produce private or.
shared so I will be sharing this with a staff member so I’m going to opt for the shared one here and click on develop now it will simply take a second for a street to produce a pipeline for me so you can see this actually looks pretty good now I will be able to include my Lead Series so you can really click on this fall and we have handle stage or rename so as I proceed as I include different leads here what I I will do is I’ll just merely click and I’ll be able to include it click on the top here add a box so click on ADD box here and I’m going to include a box in the lead section here and let’s simply call it brand-new and click get in so now you can see we have one lead created let’s state that there is really 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 new 2 we can in fact open this up in a new tab from here too but I’m just for now I’m just gon na work in this manner now you can see we have 2 leads then let’s state there was a called as well there’s one working out so I’ll just simply click brand-new now once you develop a lead we can actually click on this link and it will now open the various fields that we included so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we developed keep in mind and after that we have welcome colleagues 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 once again we have the call log we have our meeting notes and we even have our.
attachments so this is how you produce a lead within your when you’re done with this you can in fact click 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 two leads one gotten in touch with and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can carry out bulk actions such as erasing and sharing also uh one more thing with srix on top you will be able to see we have private alternative we have these 3 dots where we can discover these phases Combinations 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 data for notifications for automations customized constructs and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they very quickly and create our CSV files similarly now I can switch to my different folders that we have here and I can develop a new pipeline we can change to our simple Gmail extremely easily from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have created we will even have our combine e-mails now with our so this is the combine email and with combine e-mail what occurs is I can in fact produce a follow-up emails and different storage emails here and we have active instructs so utilizing is truly easy you can get going for free by simply adding the combination and now you understand how to use as a complete novice do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me supply some context about my career and how it relates to. As a freelance journalist, I have actually worked with numerous clients, handled numerous jobs simultaneously, and preserved a comprehensive network of contacts. Juggling these responsibilities can be frustrating, and I acknowledged the need for a central system to improve my operations.
In my mission for a solution, I checked out numerous platforms but found them to be either too expensive or too complex for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly incorporates with Gmail, making it ideal for freelance reporters who greatly depend on e-mail communication. Here are some essential benefits of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Company:.
enables you to track and arrange your e-mails easily, providing you a clear summary of your interactions with clients, leads, and partners.
You can produce adjustable pipelines directly within your inbox, making it simple to manage and monitor the development of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to envision and manage your sales process from lead generation to project conclusion.
You can classify contacts, produce custom phases, set pointers, and track interactions, guaranteeing that no chance slips through the cracks.
Seamless Collaboration and Team Effort:.
helps with partnership by allowing you to share pipelines and communicate with employee within the platform.
You can designate tasks, share crucial emails, and team up in real-time, enhancing performance and making sure everybody stays on the exact same page.
‘s versatile workflow system enables you to tailor your pipelines and automate repeated jobs.
You can develop design templates for typical e-mail actions, schedule follow-ups, and established suggestions, conserving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, provides advantages in regards to coding and software development. Here’s how:.
supplies a robust API and substantial designer paperwork, making it simple to integrate with other tools and construct customized services.
This flexibility allows independent reporters with coding abilities to extend the performance of and tailor it to their particular requirements.
Task Management for Software Application Development:.
‘s pipeline feature can be adjusted to handle software application advancement jobs, from ideation to deployment.
You can create custom-made stages for different advancement stages, designate tasks to team members, and track progress efficiently.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and easy-to-use functions, reducing the learning curve.
Personalized pipelines and workflows to adapt to private requirements.
Collective features that enhance team effort and interaction.
Developer-friendly API for combination and customization.
Cost-effective service for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Reliance on Gmail for complete performance, restricting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
offers a more budget-friendly solution, particularly for freelancers and small companies.
HubSpot has a complimentary variation, but advanced features need a higher-tier paid membership.
Functions and Intricacy:.
provides a more thorough suite of functions, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Both and integrate with numerous third-party tools.
‘s smooth integration with Gmail is useful for users heavily reliant on e-mail interaction.
As a freelance reporter, managing your hiring procedure and customer relationships is vital to your success. offers a economical and intuitive solution that perfectly integrates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it might not have the innovative features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re an editor, material, or author creator, can empower you to take control of your freelance journalism profession by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.