As an experienced freelance journalist, I understand the difficulties of handling projects, tracking leads, and supporting customer relationships. In this short article, I will delve into the advantages of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for newbies hey men welcome back in this video I will be revealing you how to utilize Streak Crm Voting Website for your customer relations cooperation communication and far more so let’s enter into it to start with you need to go to streak.com and you will arrive at this website right here now is a type of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is actually amazing and I’ll reveal you how to do that as a complete beginner it will assist you tailor a perfect procedure for your team and you will have the ability to get your work done now let’s in fact get into the process now is available as an extension and it’s completely totally free so as soon as you get to the website 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 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 merely check in ensure to sign.
into the exact same Gmail that you have added the uh you know streak to now it will ask you for your gain access to and we’re gon na just scroll down and click enable after adding this is what your Gmail will look like now you can see here in our basic you know folders we are getting just recently seen all tracked emails and upgraded reply and then 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 merges so you can see this is like our brand-new dashboard for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go create a new pipeline let’s actually do that you will click on brand-new pipeline here and we have various alternatives to start with we have the stages so this is where you will select these phases for your pipeline and you can in fact we have a lead contacted pitched demonstration working out 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 e-mail last e-mail from lead Source concern market offer size company size close rate e-mail thread count days and state and notes so if you wish to add another stage you will click on this Plus at the top and you will give your stage a name let’s state that you in fact wanted to create another um you understand 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 actually pick different colors for each of the stages but I believe all of these are really currently produced so this is really pretty excellent what I will do is I will really get rid of this one and if you feel like there is um I think pitched and demonstration are kind of like the same thing we just opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s eliminate the demonstration here and after that we have working out with negotiating I can go with 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 desire 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 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 actually missing and I’ll really rearrange and put the notes here alright email thread count close date alright business’s size deal size and Company size okay let’s eliminate the company size and I’m gon na actually find something else within the general where we have actually developed by date created followers and more so I in fact want to opt for the created.
by or possibly the followers since I wish to keep an eye on 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 wanted for my pipeline now you can see there are a great deal of alternatives available within streak is in fact among the easiest and one of the most uh you know versatile out there it’s very easy to use with design templates we have projects too within my project once again if I didn’t want to go for these sales if I finished with projects then I can go with the task stages right here and again the fields the procedure is going to be similar you will choose these stages from here on this plus button here and you can also give it different various colors we also have organization Dev here you can see then we have hiring so if you do hiring then this is going to be your phases task search investor fundraising others property support and customized So within our assistance you can see we have incoming designated dealing with resolved and sound this is actually pretty good and we likewise have customized where I can actually start something from the scratch totally according to my organization for me we simply have the sales so I’m gon na go with the sales here and click develop private or.
shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click develop now it will just take a 2nd for a street to produce a pipeline for me so you can see this in fact looks respectable now I will be able to add my Lead Series so you can in fact click on this drop down and we have manage phase or rename so as I continue as I include different leads here what I I will do is I’ll just simply click and I’ll have the ability to include 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 just call it new and click on get in so now you can see we have actually one lead produced 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 actually open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work this way now you can see we have 2 leads then let’s say there was a called as well there’s one negotiating so I’ll just simply click on new now when you create a lead we can in fact click on this link and it will now open up 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 remember and after that we have welcome colleagues so from here I can invite the team members we have add columns we have emails files and comments you can switch 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 again we have the call log we have our meeting notes and we even have our.
accessories so this is how you produce a lead within your as soon as you’re finished with this you can in fact click get in 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 called 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 deleting and sharing too uh one more thing with srix on top you will have the ability to see we have private option we have these three dots where we can discover these stages Integrations and automation this is one of the important ones click on this link and you’ll be able to in fact integrate um other apps within yourr transfer data for notices for automations customized constructs and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely quickly and produce our CSV files likewise now I can change to my various folders that we have here and I can produce a new pipeline we can change to our basic Gmail very easily from here and it will also reveal me the e-mails 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 merge email and with combine email what occurs is I can really develop a follow-up e-mails and various storage e-mails here and we have active advises so utilizing is actually easy you can begin for free by just including the integration and now you know how to utilize as a complete beginner don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me offer some context about my career and how it connects to. As a self-employed journalist, I have actually dealt with many customers, handled numerous jobs simultaneously, and preserved an extensive network of contacts. Juggling these duties can be frustrating, and I acknowledged the need for a centralized system to improve my operations.
In my quest for an option, I checked out numerous platforms but discovered them to be either too expensive or too complicated for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly integrates with Gmail, making it ideal for freelance reporters who greatly depend on email interaction. Here are some essential benefits of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Company:.
enables you to track and arrange your emails effortlessly, providing you a clear introduction of your interactions with customers, leads, and collaborators.
You can develop adjustable pipelines directly within your inbox, making it easy to handle and keep track of the development of your jobs and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and handle your sales process from lead generation to task conclusion.
You can categorize contacts, produce customized phases, set pointers, and track interactions, making sure that no opportunity slips through the fractures.
Seamless Collaboration and Team Effort:.
assists in cooperation by permitting you to share pipelines and communicate with staff member within the platform.
You can designate tasks, share important e-mails, and collaborate in real-time, improving performance and ensuring everybody remains on the very same page.
‘s versatile workflow system enables you to tailor your pipelines and automate repetitive tasks.
You can create design templates for common e-mail responses, schedule follow-ups, and established reminders, conserving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, uses benefits in regards to coding and software advancement. Here’s how:.
supplies a robust API and extensive designer documentation, making it easy to incorporate with other tools and develop custom options.
This flexibility permits self-employed journalists with coding abilities to extend the performance of and customize it to their particular needs.
Project Management for Software Application Development:.
‘s pipeline feature can be adapted to manage software application development tasks, from ideation to implementation.
You can develop customized stages for different development stages, designate jobs to team members, and track progress effectively.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
Instinctive interface and user friendly features, minimizing the finding out curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collective functions that enhance team effort and interaction.
Developer-friendly API for combination and personalization.
Economical solution for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation functions.
Reliance on Gmail for complete performance, restricting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more budget-friendly solution, specifically for freelancers and small businesses.
HubSpot has a free version, however advanced features require a higher-tier paid subscription.
Features and Complexity:.
offers a more detailed suite of functions, consisting of sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Both and integrate with different third-party tools.
‘s seamless integration with Gmail is advantageous for users heavily reliant on e-mail communication.
As an independent reporter, managing your hiring procedure and customer relationships is vital to your success. offers a affordable and intuitive option that effortlessly integrates with Gmail, enabling you to improve your operations and focus on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a writer, editor, or content creator, can empower you to take control of your freelance journalism profession by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.