As an experienced freelance journalist, I understand the challenges of managing tasks, tracking leads, and supporting customer relationships. In this post, I will dig into the benefits of utilizing 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 beginners hey guys invite back in this video I will be showing you how to utilize Streak Crm Vs Salesforceiq for your consumer relations cooperation communication and far more so let’s get into it firstly you need to go to streak.com and you will land on this site right here now is a sort of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is actually remarkable and I’ll show you how to do that as a total beginner it will assist you customize a best process 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 entirely free so as soon as you get to the website you’ll get this choice here which is add 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 on contribute to Chrome click ADD extension and your extension will be included okay it’s done and now it is contributing to Gmail and it will take me straight 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 simply check in ensure to sign.
into the 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 just scroll down and click allow after including this is what your Gmail will appear like now you can see here in our basic you know folders we are getting just recently viewed all tracked e-mails and upgraded reply and then we have this new alternative 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 is like our new dashboard for here I’ll be able to create a brand-new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go produce a new pipeline let’s actually do that you will click brand-new pipeline here and we have different options first off 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 gotten in touch with pitched demonstration negotiating close phone closed uh you know then we have nurturing fine 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 add another phase you will click on this Plus on top and you will offer your phase a name let’s state that you actually wanted to produce another um you understand stage here for instance 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 really choose various colors for each of the stages however I believe all of these are in fact currently produced so this is really quite 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 type of like the very same thing we simply go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s eliminate the demo 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 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 free form a date check box drop down General email e-mail tracking job calls and meetings so I do not 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 opt for this one here this is the field that was really missing out on and I’ll actually reorganize and put the notes here alright email thread count close date alright business’s size offer size and Company size okay let’s get rid of the business size and I’m gon na in fact find something else within the basic where we have created by date developed fans and more so I in fact wish to opt for the created.
by or perhaps the followers since I want to monitor my team members that are actually following this so I will you understand put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a lot of options readily available within streak is really among the easiest and among the most uh you know flexible out there it’s really easy to use with design templates we have projects too within my project again if I didn’t wish to choose these sales if I did with tasks then I can go with the project phases right here and again the fields the procedure is going to be similar you will select these stages from here on this plus button here and you can also give it different various colors we also have service Dev here you can see then we have working with so if you do working with then this is going to be your phases job search investor fundraising others property support and customized So within our assistance you can see we have inbound assigned dealing with dealt with and sound this is really respectable and we likewise have custom where I can actually start something from the scratch absolutely according to my service for me we merely 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 on create now it will just take a 2nd for a street to create a pipeline for me so you can see this actually looks respectable now I will have the ability to add my Lead Series so you can actually click on this drop down and we have manage phase or relabel so as I continue as I include different leads here what I I will do is I’ll just simply click and I’ll be able to include it click on the top here include a box so click on ADD box here and I’m going to include a box in the lead area here and let’s simply call it brand-new and click on go into so now you can see we have one lead developed let’s state that there is really closed one so I’m going to include one here let’s just for now let’s call it new I’m going to include another lead let’s call it brand-new two we can really open this up in a new tab from here too but I’m just for now I’m simply gon na work by doing this now you can see we have 2 leads then let’s state there was a called also there’s one working out so I’ll just merely click on new now once you create a lead we can really click on this link and it will now open the different fields that we included so this is a new Elite that I created and we have all of these various columns we have the fields that we produced remember and then we have invite colleagues so from here I can invite the staff member we have include columns we have emails files and remarks you can change to the emails and it will reveal you the e-mails that you got in files we can even submit files and then we have the remarks 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 create a lead within your when you’re done with this you can actually click on go into and it will be closed now it will reveal you something like this we have all of our data collected 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 choose different leads from here the stages and we can perform bulk actions such as deleting and sharing also uh another thing with srix at the top you will be able to see we have personal option we have these three dots where we can discover these phases Combinations and automation this is among the crucial ones click here and you’ll have the ability to actually integrate um other apps within yourr transfer data for notices for automations custom develops and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export information they extremely easily and create our CSV files similarly now I can switch to my different folders that we have here and I can develop a brand-new pipeline we can switch to our basic Gmail very easily from here and it will also show me the emails that I will be getting for my pipelines that I have actually developed we will even have our merge e-mails now with our so this is the merge e-mail and with combine email what happens is I can really develop a follow-up emails and different storage e-mails here and we have active advises so using is actually simple you can get started for free by simply including the combination and now you understand how to utilize as a total novice don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me offer some context about my career and how it relates to. As an independent reporter, I’ve worked with numerous clients, managed several tasks at the same time, and kept an extensive network of contacts. Juggling these responsibilities can be frustrating, and I recognized the need for a centralized system to simplify my operations.
In my mission for a service, I explored numerous platforms but discovered them to be either too pricey or too complicated for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly integrates with Gmail, making it ideal for independent journalists who greatly depend on e-mail interaction. Here are some essential advantages of using for your freelance journalism hiring procedure:.
User-friendly Email Tracking and Company:.
allows you to track and arrange your e-mails easily, offering you a clear summary of your communications with customers, leads, and collaborators.
You can produce customizable pipelines directly within your inbox, making it easy to handle and monitor the progress of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to imagine and manage your sales process from lead generation to task completion.
You can classify contacts, create custom-made phases, set tips, and track interactions, making sure that no chance slips through the fractures.
Seamless Partnership and Teamwork:.
helps with partnership by allowing you to share pipelines and communicate with employee within the platform.
You can designate tasks, share important emails, and collaborate in real-time, boosting efficiency and ensuring everybody remains on the same page.
‘s flexible workflow system enables you to customize your pipelines and automate repetitive tasks.
You can produce design templates for typical email reactions, schedule follow-ups, and established tips, conserving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, provides advantages in terms of coding and software application advancement. Here’s how:.
supplies a robust API and comprehensive developer documentation, making it easy to integrate with other tools and build custom services.
This flexibility enables self-employed journalists with coding skills to extend the performance of and customize it to their particular needs.
Project Management for Software Application Development:.
‘s pipeline function can be adjusted to handle software development projects, from ideation to implementation.
You can create customized stages for different advancement stages, appoint tasks to team members, and track development effectively.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly user interface and user friendly features, decreasing the discovering curve.
Customizable pipelines and workflows to adapt to private requirements.
Collaborative features that improve teamwork and communication.
Developer-friendly API for integration and customization.
Cost-effective option for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for full functionality, limiting compatibility with other email providers.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
provides a more budget-friendly service, especially for freelancers and small businesses.
HubSpot has a totally free variation, but advanced functions need a higher-tier paid membership.
Features and Intricacy:.
offers a more extensive suite of features, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, using a streamlined experience.
Both and integrate with different third-party tools.
‘s smooth integration with Gmail is helpful for users greatly reliant on e-mail communication.
As an independent reporter, managing your hiring process and client relationships is critical to your success. offers a intuitive and budget-friendly service that perfectly integrates with Gmail, enabling you to simplify your operations and focus on your craft. While it may not have the innovative functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re an editor, content, or author developer, can empower you to take control of your freelance journalism career by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.