As an experienced freelance journalist, I understand the challenges of managing jobs, tracking leads, and nurturing customer relationships. In this short article, I will delve into the advantages 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 people welcome back in this video I will be revealing you how to use Task Queues Streak Crm for your client relations collaboration interaction and a lot more so let’s enter into it first off you require to go to streak.com and you will arrive at this site right here now is a sort of CRM that we can add to our simple Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is really remarkable and I’ll show you how to do that as a total beginner it will help you customize a perfect process for your group and you will have the ability to get your work done now let’s in fact enter into the process now is available as an extension and it’s completely free so when you get to the site you’ll get this choice here which is contribute 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 contribute to Chrome click ADD extension and your extension will be added fine 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 simply check in make certain 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 gain access to and we’re gon na simply scroll down and click allow after adding this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting just recently viewed all tracked e-mails and upgraded reply and after that we have this new choice 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 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 working with so this is where we’ll go produce a brand-new pipeline let’s really do that you will click on brand-new pipeline here and we have various alternatives first of all we have the stages so this is where you will pick these stages for your pipeline and you can really we have a lead called pitched demo working out close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last email last email from lead Source concern market deal size business size close rate e-mail thread count days and state and keeps in mind so if you want to include another phase you will click on this Plus at the top and you will give your phase a name let’s state that you really wished to produce another um you understand stage here for instance let’s state I didn’t have no strings so I can produce right here.
and you can provide it your color so we can really pick various colors for each of the stages but I think all of these are really currently developed so this is really pretty impressive what I will do is I will in fact get rid of this one and if you seem like there is um I think pitched and demo are kind of like the 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 really 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 various fields that you desire so you will click this plus here and we have complimentary form a date check box drop down General email email tracking task calls and conferences so I don’t 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 really missing and I’ll in fact reorganize and put the notes here alright e-mail thread count close date all right company’s size deal size and Business size alright let’s get rid of the company size and I’m gon na in fact discover something else within the general where we have actually developed by date produced fans and more so I actually wish to opt for the produced.
by or perhaps the fans since I wish 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 choices offered within streak is in fact one of the easiest and among the most uh you understand versatile out there it’s extremely easy to use with templates we have jobs too within my project again if I didn’t wish to opt for these sales if I finished with tasks then I can choose the project phases right here and once again the fields the process is going to be similar you will choose these stages from here on this plus button here and you can likewise provide it various various colors we also have service Dev here you can see then we have working with so if you do hiring then this is going to be your phases task search financier fundraising others real estate assistance and customized So within our support you can see we have incoming appointed dealing with resolved and noise this is really respectable and we likewise have custom-made where I can really start something from the scratch completely according to my organization 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 opt for the shared one here and click create now it will simply take a 2nd for a street to develop 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 actually click this drop down and we have handle phase or relabel so as I proceed as I add different leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click the top here include a box so click ADD box here and I’m going to include a box in the lead area here and let’s just call it new and click go into so now you can see we have one lead created let’s say 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 include another lead let’s call it brand-new two 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 called also there’s one negotiating so I’ll just simply click new now once you develop a lead we can in fact click here and it will now open up the various fields that we added so this is a new Elite that I developed and we have all of these different columns we have the fields that we produced remember and then we have invite colleagues so from here I can welcome the employee we have include columns we have e-mails files and comments you can change to the e-mails and it will show 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 conference notes and we even have our.
accessories so this is how you create a lead within your once you’re finished with this you can really click go into 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 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 perform bulk actions such as deleting and sharing too uh one more thing with srix on top you will be able to see we have private choice we have these 3 dots where we can find these phases Combinations and automation this is among the crucial ones click here and you’ll be able to in fact incorporate um other apps within yourr transfer information for alerts for automations customized constructs and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they really easily and create our CSV files similarly now I can switch to my various folders that we have here and I can produce a new pipeline we can switch to our easy Gmail really easily from here and it will also show me the e-mails that I will be getting for my pipelines that I have developed we will even have our combine e-mails now with our so this is the combine e-mail and with combine email what happens is I can actually create a follow-up e-mails and various storage emails here and we have active advises so utilizing is really simple you can begin totally free by just including the integration and now you know how to use as a complete newbie don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me provide some context about my profession and how it relates to. As an independent journalist, I have actually dealt with numerous customers, managed multiple jobs concurrently, and preserved a comprehensive network of contacts. Balancing these responsibilities can be overwhelming, and I acknowledged the requirement for a central system to streamline my operations.
In my quest for a service, I explored numerous platforms but found them to be either too complex or too pricey for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly integrates with Gmail, making it ideal for independent reporters who greatly rely on email interaction. Here are some key advantages of using for your freelance journalism employing process:.
Instinctive Email Tracking and Organization:.
permits you to track and arrange your emails easily, providing you a clear overview of your communications with clients, leads, and collaborators.
You can create adjustable pipelines straight within your inbox, making it simple to handle and keep track of the development of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to visualize and manage your sales process from lead generation to task completion.
You can categorize contacts, create custom phases, set suggestions, and track interactions, making sure that no chance slips through the fractures.
Smooth Cooperation and Team Effort:.
facilitates cooperation by allowing you to share pipelines and interact with staff member within the platform.
You can assign jobs, share essential emails, and team up in real-time, improving efficiency and making sure everybody stays on the same page.
Customizable Workflows:.
‘s flexible workflow system enables you to tailor your pipelines and automate repeated jobs.
You can produce templates for common email actions, schedule follow-ups, and set up tips, saving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, provides advantages in terms of coding and software advancement. Here’s how:.
Developer-Friendly Combination:.
provides a robust API and extensive designer paperwork, making it simple to integrate with other tools and build custom options.
This versatility permits freelance reporters with coding skills to extend the functionality of and tailor it to their specific needs.
Job Management for Software Development:.
‘s pipeline feature can be adapted to manage software advancement jobs, from ideation to release.
You can produce customized stages for different advancement stages, assign jobs to employee, and track development effectively.
Benefits and drawbacks of
Pros:.
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and easy-to-use functions, lessening the learning curve.
Personalized pipelines and workflows to adjust to private requirements.
Collaborative features that improve team effort and interaction.
Developer-friendly API for integration and modification.
Cost-efficient service for freelancers and small businesses.
Cons:.
Limited reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation features.
Dependence on Gmail for complete performance, restricting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While offers substantial benefits for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
Expense:.
provides a more economical service, particularly for freelancers and small businesses.
HubSpot has a free version, however advanced features require a higher-tier paid subscription.
Features and Complexity:.
supplies a more extensive suite of features, consisting of sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Integration:.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is advantageous for users greatly reliant on email communication.
Conclusion:.
As an independent journalist, managing your hiring procedure and client relationships is paramount to your success. offers a instinctive and cost effective service that seamlessly incorporates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it may not have the sophisticated features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a material, editor, or writer creator, can empower you to take control of your freelance journalism career by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.