As an experienced freelance journalist, I understand the difficulties of managing projects, tracking leads, and supporting customer relationships. In this post, I will delve into the advantages of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey men invite back in this video I will be showing you how to utilize Crm Streak Video for your client relations partnership interaction and far more so let’s enter it firstly you need to go to streak.com and you will land on this website right here now is a kind of CRM that we can add 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 truly fantastic and I’ll reveal you how to do that as a total novice 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 readily available as an extension and it’s completely totally free so when you get to the site you’ll get this option here which is contribute 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 adding 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 just 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 merely scroll down and click allow after adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting just recently seen all tracked e-mails and updated reply and then we have this new option 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 resembles our brand-new control panel for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go develop a brand-new pipeline let’s in fact do that you will click on brand-new pipeline here and we have different choices firstly we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have a lead gotten in touch with pitched demonstration working out close phone closed uh you understand then we have nurturing all right then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority market offer size company size close rate email thread count days and state and keeps in mind so if you want to add another phase you will click this Plus on top and you will give your phase a name let’s state that you in fact wanted to develop another um you understand phase 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 in fact select different colors for each of the stages but I think all of these are really already produced so this is really pretty excellent what I will do is I will really eliminate this one and if you seem like there is um I believe pitched and demo are sort of like the exact same thing we just opt for the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s get rid of the demo here and after that we have negotiating 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 on this plus here and we have totally free type a date check box fall General e-mail email tracking task calls and meetings 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 okay email thread count close date fine company’s size deal size and Business size fine let’s eliminate the business size and I’m gon na actually discover something else within the basic where we have produced by date created fans and more so I really want to opt for the created.
by or perhaps the followers because I wish to monitor my staff member 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 desired for my pipeline now you can see there are a great deal of options readily available within streak is really among the simplest and one of the most uh you understand flexible out there it’s extremely easy to use with templates we have jobs too within my project once again if I didn’t wish to go for 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 phases from here on this plus button here and you can also provide it different various colors we also have business Dev here you can see then we have employing so if you do employing then this is going to be your stages task search financier fundraising others real estate assistance and custom So within our assistance you can see we have actually inbound appointed dealing with fixed and noise this is really pretty good and we likewise have custom where I can actually start something from the scratch completely according to my company for me we simply have the sales so I’m gon na go with the sales here and click create 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 create now it will simply take a 2nd for a street to produce a pipeline for me so you can see this actually looks pretty good now I will have the ability to add my Lead Series so you can in fact click on this fall and we have handle phase or rename so as I proceed as I add various leads here what I I will do is I’ll just merely click and I’ll have the ability to include it click on the top here add a box so click ADD box here and I’m going to add a box in the lead section here and let’s simply call it brand-new and click get in 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 actually 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 2 leads then let’s state there was a called as well there’s one working out so I’ll just simply click brand-new now when you produce a lead we can really 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 created and we have all of these various columns we have the fields that we produced remember and after that we have invite teammates so from here I can invite the team members we have add columns we have e-mails files and remarks you can change to the e-mails and it will show you the emails that you got in files we can even upload files and after that we have the remarks at the top here again we have the call log we have our conference notes and we even have our.
attachments so this is how you produce a lead within your once you’re done with this you can really click on get in and it will be closed now it will reveal you something like this we have all of our information 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 carry out bulk actions such as erasing and sharing as well uh one more thing with srix on top you will have the ability to see we have personal option we have these 3 dots where we can find these phases 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 data for notices for automations custom develops 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 likewise now I can switch to my various folders that we have here and I can create a new pipeline we can change to our easy Gmail very easily from here and it will also show me the e-mails that I will be getting for my pipelines that I have actually created we will even have our merge e-mails now with our so this is the merge e-mail and with merge email what takes place is I can in fact produce a follow-up e-mails and various storage e-mails here and we have active advises so utilizing is really easy you can start free of charge by simply including the combination and now you understand how to use as a total beginner do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me offer some context about my career and how it relates to. As a freelance reporter, I have actually worked with various customers, managed multiple jobs concurrently, and preserved a comprehensive network of contacts. Juggling these duties can be frustrating, and I recognized the requirement for a centralized system to enhance my operations.
In my mission for an option, I explored various platforms but discovered them to be either too pricey or too complex for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly incorporates with Gmail, making it ideal for independent journalists who greatly depend on e-mail communication. Here are some crucial advantages of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Organization:.
permits you to track and arrange your emails easily, offering you a clear summary of your interactions with clients, leads, and collaborators.
You can develop personalized pipelines straight within your inbox, making it simple to handle and monitor the progress of your assignments and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to envision and manage your sales process from list building to project completion.
You can classify contacts, develop custom stages, set suggestions, and track interactions, guaranteeing that no chance slips through the fractures.
Smooth Cooperation and Team Effort:.
helps with cooperation by enabling you to share pipelines and interact with staff member within the platform.
You can designate tasks, share important emails, and work together in real-time, boosting efficiency and ensuring everyone stays on the very same page.
‘s versatile workflow system enables you to personalize your pipelines and automate recurring tasks.
You can produce design templates for typical email reactions, schedule follow-ups, and set up pointers, conserving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, offers advantages in regards to coding and software advancement. Here’s how:.
supplies a robust API and substantial designer documents, making it simple to incorporate with other tools and build custom-made options.
This flexibility permits self-employed reporters with coding abilities to extend the functionality of and tailor it to their specific needs.
Task Management for Software Advancement:.
‘s pipeline function can be adjusted to handle software application advancement projects, from ideation to release.
You can produce custom stages for various development phases, assign jobs to employee, and track progress efficiently.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive interface and easy-to-use features, decreasing the discovering curve.
Personalized pipelines and workflows to adjust to private requirements.
Collective features that enhance team effort and interaction.
Developer-friendly API for combination and customization.
Cost-efficient service for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for complete functionality, restricting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While deals considerable advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more inexpensive option, especially for freelancers and small businesses.
HubSpot has a complimentary version, but advanced features need a higher-tier paid subscription.
Functions and Intricacy:.
provides a more thorough suite of features, consisting of sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, using a streamlined experience.
Both and incorporate with various third-party tools.
‘s seamless integration with Gmail is advantageous for users heavily reliant on email interaction.
As a freelance reporter, managing your hiring procedure and customer relationships is vital to your success. offers a intuitive and budget friendly service that perfectly incorporates with Gmail, enabling you to improve your operations and concentrate on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, material, or author 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.