As a seasoned freelance journalist, I understand the obstacles of handling jobs, tracking leads, and nurturing client relationships. In this short article, I will dig into the benefits of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for beginners hey people welcome back in this video I will be revealing you how to use Streak Infor Crm for your consumer relations partnership communication and a lot more so let’s get into it firstly you need to go to streak.com and you will arrive at this site right here now is a type of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is truly remarkable and I’ll show you how to do that as a total beginner it will help you tailor an ideal process for your group and you will be able to get your work done now let’s actually enter into the process now is offered as an extension and it’s totally totally free so once 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 contribute to Chrome click ADD extension and your extension will be included all right 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 simply check in ensure to sign.
into the exact same Gmail that you have actually included the uh you understand streak to now it will ask you for your access and we’re gon na simply scroll down and click on allow after including this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting recently viewed all tracked e-mails and upgraded reply and then we have this brand-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 merges so you can see this is like our new control panel 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 create a brand-new pipeline let’s actually do that you will click brand-new pipeline here and we have various 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 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 email from lead Source concern industry deal size company size close rate e-mail thread count days and state and notes so if you want to include another phase you will click on this Plus on top and you will provide your phase a name let’s say that you in fact wanted to produce another um you understand phase here for example let’s say I didn’t have no strings so I can create right here.
and you can offer it your color so we can actually choose different colors for each of the stages but I believe all of these are in fact already produced so this is in fact pretty remarkable what I will do is I will actually get rid of this one and if you feel like there is um I believe pitched and demonstration are kind of like the very same thing we just opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s get rid of the demonstration 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 on this plus here and we have complimentary form a date check box drop down General e-mail e-mail tracking task calls and meetings 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 opt for this one here this is the field that was in fact missing out on and I’ll in fact rearrange and put the notes here alright e-mail thread count close date fine company’s size deal size and Company size okay let’s eliminate the business size and I’m gon na in fact discover something else within the general where we have actually developed by date created fans and more so I actually wish to choose the produced.
by or perhaps the followers since I wish to monitor my staff member that are really 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 options readily available within streak is actually among the easiest and one of the most uh you understand versatile out there it’s very easy to use with templates we have projects too within my job once again if I didn’t want to choose these sales if I finished with projects then I can opt for the job phases right here and once again the fields the process 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 business Dev here you can see then we have hiring so if you do employing then this is going to be your phases task search financier fundraising others property assistance and custom So within our support you can see we have actually inbound assigned dealing with fixed and sound this is in fact respectable and we likewise have custom where I can in fact start something from the scratch absolutely according to my service for me we just 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 team member so I’m going to go with the shared one here and click on produce now it will simply take a second for a street to produce a pipeline for me so you can see this in fact looks pretty good now I will be able to add my Lead Series so you can actually click this fall and we have handle phase or relabel so as I continue as I add 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 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 go into so now you can see we have actually one lead produced let’s state that there is actually closed one so I’m going to include one here let’s just for now let’s call it new I’m going to add another lead let’s call it brand-new 2 we can in fact open this up in a 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 two leads then let’s say there was a contacted as well there’s one working out so I’ll just simply click on brand-new now when you produce a lead we can actually click here and it will now open the different fields that we added so this is a new Elite that I produced and we have all of these various columns we have the fields that we created remember and after that we have welcome teammates so from here I can invite the staff member we have add columns we have e-mails files and remarks you can switch to the emails and it will reveal you the emails 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.
accessories so this is how you develop a lead within your as soon as you’re finished with this you can in fact click on get in 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 gotten in touch with and something like this and this is where you will be getting your list we can select various leads from here the stages and we can perform bulk actions such as erasing and sharing also uh one more thing with srix on top you will have the ability to see we have personal choice we have these 3 dots where we can discover these stages Integrations and automation this is among the essential ones click here and you’ll have the ability to in fact integrate um other apps within yourr transfer information for notifications for automations custom-made develops and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and produce our CSV files similarly now I can switch to my different folders that we have here and I can produce a new pipeline we can change to our simple Gmail very quickly 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 e-mails now with our so this is the combine e-mail and with combine e-mail what occurs is I can actually produce a follow-up emails and different storage e-mails here and we have active instructs so utilizing is really easy you can begin totally free by just including the integration and now you understand how to utilize as a total novice don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me supply some context about my career and how it associates with. As a self-employed reporter, I’ve worked with various clients, managed several jobs concurrently, and preserved a substantial network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the need for a centralized system to enhance my operations.
In my mission for a solution, I checked out different platforms however found them to be either too costly or too intricate for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly integrates with Gmail, making it ideal for self-employed journalists who heavily count on e-mail communication. Here are some crucial advantages of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Organization:.
allows you to track and arrange your emails effortlessly, giving you a clear overview of your interactions with clients, leads, and partners.
You can create adjustable pipelines directly within your inbox, making it easy to manage and monitor the progress of your assignments and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to picture and handle your sales procedure from list building to task conclusion.
You can classify contacts, create custom-made phases, set reminders, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Cooperation and Team Effort:.
helps with partnership by enabling you to share pipelines and interact with staff member within the platform.
You can appoint jobs, share essential e-mails, and collaborate in real-time, boosting efficiency and guaranteeing everyone remains on the same page.
‘s flexible workflow system enables you to tailor your pipelines and automate repeated tasks.
You can develop templates for common email actions, schedule follow-ups, and set up suggestions, conserving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, provides benefits in regards to coding and software application advancement. Here’s how:.
supplies a robust API and comprehensive designer paperwork, making it easy to integrate with other tools and develop customized solutions.
This flexibility enables independent journalists with coding abilities to extend the performance of and tailor it to their specific needs.
Project Management for Software Development:.
‘s pipeline feature can be adapted to manage software application development jobs, from ideation to implementation.
You can produce customized phases for different development stages, assign jobs to employee, and track development effectively.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and user friendly features, reducing the discovering curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collaborative features that boost team effort and communication.
Developer-friendly API for combination and customization.
Cost-effective solution for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Reliance on Gmail for full performance, restricting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
offers a more budget friendly service, specifically for freelancers and small businesses.
HubSpot has a free variation, but advanced functions require a higher-tier paid membership.
Features and Intricacy:.
offers a more extensive suite of functions, including sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, providing a structured experience.
Both and incorporate with numerous third-party tools.
‘s smooth combination with Gmail is beneficial for users greatly reliant on email interaction.
As a self-employed reporter, managing your hiring procedure and customer relationships is critical to your success. offers a user-friendly and economical service that flawlessly incorporates with Gmail, allowing you to streamline your operations and focus on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, author, or material creator, can empower you to take control of your freelance journalism career by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.