As a skilled freelance journalist, I understand the challenges of handling projects, tracking leads, and nurturing client relationships. In this short article, I will dig into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey men welcome back in this video I will be showing you how to use Streak Crm Voideo for your consumer relations cooperation communication and much more so let’s get into it first off you need to go to streak.com and you will arrive on this website right here now is a kind of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is actually amazing and I’ll show you how to do that as a total novice it will assist you tailor an ideal procedure for your team and you will have the ability to get your work done now let’s in fact enter the procedure now is readily available as an extension and it’s totally complimentary so when you get to the website you’ll get this alternative 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 add to Chrome click on ADD extension and your extension will be added okay 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 just sign in ensure to sign.
into the very same Gmail that you have included the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click allow after including this is what your Gmail will appear like now you can see here in our simple you know folders we are getting just recently viewed all tracked emails and updated reply and after that we have this brand-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 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 hiring 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 different choices first of all we have the stages so this is where you will select these phases for your pipeline and you can actually we have actually a lead gotten in touch with pitched demo negotiating close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last email last email from lead Source concern industry deal size company size close rate email 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 offer your stage a name let’s state that you really 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 in fact select different colors for each of the stages but I believe all of these are actually already developed so this is actually quite excellent what I will do is I will really get rid of this one and if you feel like there is um I believe pitched and demonstration are sort of like the same thing we simply opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s eliminate the demo 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 want so you will click on this plus here and we have free kind a date check box drop down General e-mail e-mail tracking task calls and conferences 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 go with this one here this is the field that was in fact missing and I’ll really rearrange and put the notes here all right email thread count close date all right business’s size deal size and Business size all right let’s eliminate the business size and I’m gon na in fact discover something else within the basic where we have actually created by date developed followers and more so I really want to opt for the created.
by or maybe the fans because I wish to track my employee that are actually following this so I will you know 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 alternatives available within streak is in fact among the easiest and one of the most uh you know flexible out there it’s very easy to use with design templates we have jobs too within my task once again if I didn’t wish to choose these sales if I made with projects then I can choose the job phases 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 likewise give it different different colors we also have service Dev here you can see then we have working with so if you do employing then this is going to be your phases task search financier fundraising others real estate assistance and custom-made So within our assistance you can see we have actually inbound designated working on solved and sound this is really pretty good and we likewise have custom-made where I can really start something from the scratch completely according to my service 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 go with the shared one here and click on develop 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 in fact click this drop down and we have handle stage or relabel so as I proceed as I add different leads here what I I will do is I’ll just simply click and I’ll be able to include it click the top here add a box so click on ADD box here and I’m going to add a box in the lead section here and let’s simply call it new and click on get in so now you can see we have actually one lead developed let’s say that there is in fact 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 include another lead let’s call it brand-new 2 we can in fact open this up in a new tab from here too however 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 contacted too there’s one negotiating so I’ll just merely click on new now when 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 developed 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 invite the employee we have include columns we have emails 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 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.
attachments so this is how you create a lead within your as soon as you’re done with this you can in fact click on enter 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 choose various leads from here the stages and we can carry out bulk actions such as deleting and sharing as well uh another thing with srix on top you will have the ability to see we have personal choice we have these three dots where we can discover these phases Combinations and automation this is among the important ones click on this link and you’ll have the ability to in fact integrate um other apps within yourr transfer information for notifications for automations customized builds and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export information they very easily and produce our CSV files likewise now I can switch to my different folders that we have here and I can create a brand-new pipeline we can change to our simple Gmail really easily from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have created we will even have our combine emails now with our so this is the combine e-mail and with merge email what occurs is I can really create a follow-up e-mails and various storage e-mails here and we have active instructs so using is actually easy you can start totally free by simply including the integration and now you understand how to utilize as a total newbie don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me provide some context about my profession and how it connects to. As a freelance journalist, I have actually dealt with various customers, handled numerous projects simultaneously, and maintained a substantial network of contacts. Juggling these obligations can be frustrating, and I acknowledged the need for a centralized system to streamline my operations.
In my mission for a solution, I explored different platforms but found them to be either too pricey or too complex for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly incorporates with Gmail, making it ideal for independent journalists who greatly count on email interaction. Here are some key advantages of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Organization:.
permits you to track and organize your emails easily, giving you a clear summary of your interactions with customers, leads, and partners.
You can produce adjustable pipelines directly within your inbox, making it simple to manage and keep an eye on the progress of your projects and jobs.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to picture and manage your sales procedure from lead generation to task conclusion.
You can categorize contacts, develop customized stages, set reminders, and track interactions, guaranteeing that no chance slips through the fractures.
Smooth Partnership and Teamwork:.
helps with collaboration by enabling you to share pipelines and communicate with team members within the platform.
You can designate jobs, share crucial emails, and work together in real-time, improving performance and guaranteeing everybody stays on the very same page.
‘s versatile workflow system enables you to customize your pipelines and automate recurring jobs.
You can produce templates for common e-mail reactions, schedule follow-ups, and set up reminders, saving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, provides advantages in regards to coding and software development. Here’s how:.
supplies a robust API and comprehensive designer documentation, making it simple to integrate with other tools and develop custom services.
This flexibility enables independent journalists with coding abilities to extend the performance of and tailor it to their particular requirements.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adapted to manage software development jobs, from ideation to deployment.
You can create custom-made stages for different advancement stages, assign jobs to staff member, and track progress effectively.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
User-friendly interface and user friendly functions, decreasing the discovering curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collaborative functions that boost teamwork and interaction.
Developer-friendly API for integration and customization.
Cost-effective option for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation functions.
Dependence on Gmail for complete functionality, restricting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more inexpensive option, specifically for freelancers and small companies.
HubSpot has a free variation, but advanced features require a higher-tier paid subscription.
Functions and Complexity:.
supplies a more detailed suite of functions, including innovative marketing automation and analytics.
focuses on simpleness and ease of use, using a streamlined experience.
Both and incorporate with various third-party tools.
‘s seamless integration with Gmail is beneficial for users greatly reliant on email communication.
As a freelance journalist, handling your hiring process and customer relationships is critical to your success. offers a budget-friendly and user-friendly option that seamlessly 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 an ideal choice for freelance reporters.
Whether you’re a writer, editor, or material developer, can empower you to take control of your freelance journalism profession by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.