As a seasoned freelance journalist, I comprehend the difficulties of handling 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 supply a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey people welcome back in this video I will be showing you how to utilize Custom Field Free Streak Crm for your consumer relations partnership interaction and much more so let’s enter into it firstly you require to go to streak.com and you will land on this website right here now is a sort of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is truly amazing and I’ll show you how to do that as a complete beginner it will assist you tailor a best procedure for your team and you will have the ability to get your work done now let’s actually enter into the procedure now is readily 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 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 add to Chrome click on ADD extension and your extension will be included alright 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 just check in make sure to sign.
into the same Gmail that you have actually added the uh you know streak to now it will ask you for your access and we’re gon na simply scroll down and click allow after including this is what your Gmail will look like now you can see here in our easy you know folders we are getting recently viewed all tracked e-mails and updated reply and after that 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 combines 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 employing so this is where we’ll go produce a brand-new pipeline let’s actually do that you will click new pipeline here and we have various alternatives first of all we have the stages so this is where you will pick these phases for your pipeline and you can really we have a lead contacted pitched demo negotiating 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 email last e-mail from lead Source concern market deal size business size close rate email thread count days and state and keeps in mind so if you wish to add another stage you will click this Plus at the top and you will provide your stage a name let’s state that you actually wished to produce another um you understand stage 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 in fact choose various colors for each of the stages however I believe all of these are really already developed so this is actually pretty impressive what I will do is I will in fact get rid of this one and if you feel like there is um I think pitched and demonstration are sort of like the very same thing we simply 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 get rid of the demonstration here and after that we have negotiating with negotiating I can choose 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 totally free form a date check box drop down General email e-mail tracking job calls and conferences so I don’t 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 in fact rearrange and put the notes here okay e-mail thread count close date fine business’s size offer size and Company size alright let’s get rid of the business size and I’m gon na actually discover something else within the general where we have developed by date created fans and more so I really want to choose the created.
by or maybe the followers because I wish to monitor my team members that are in fact following this so I will you understand put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a lot of options readily available within streak is really one of the simplest and among the most uh you know flexible out there it’s very easy to use with design templates we have jobs too within my project again if I didn’t wish to opt for these sales if I made with jobs then I can opt for the task phases right here and again the fields the process is going to be comparable you will select these phases from here on this plus button here and you can likewise give it different various colors we also have company Dev here you can see then we have working with so if you do hiring then this is going to be your phases job search financier fundraising others property support and custom So within our support you can see we have inbound designated working on resolved and noise this is really pretty good and we also have customized where I can really start something from the scratch absolutely according to my company for me we merely have the sales so I’m gon na go with the sales here and click create private 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 develop a pipeline for me so you can see this actually looks respectable now I will be able to include my Lead Series so you can really click this fall and we have handle phase or relabel 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 add it click on 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 one lead produced 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 2 we can actually open this up in a brand-new tab from here too but I’m just for now I’m just gon na work in this manner now you can see we have 2 leads then let’s state there was a gotten in touch with as well there’s one working out so I’ll just merely click on new now as soon as you develop a lead we can in fact click on this link and it will now open up the different fields that we included so this is a new Elite that I developed and we have all of these various columns we have the fields that we developed keep in mind and then we have welcome teammates so from here I can welcome the team members we have add columns we have e-mails files and remarks you can change to the e-mails and it will reveal you the emails that you got in files we can even submit 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.
attachments so this is how you produce a lead within your as soon as you’re finished with this you can in fact click on enter 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 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 another thing with srix at the top you will be able to see we have private option we have these three dots where we can discover these stages Combinations and automation this is one of the crucial ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer data for notifications for automations customized builds and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely easily and produce our CSV files likewise 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 quickly from here and it will also show me the emails that I will be getting for my pipelines that I have actually created we will even have our combine emails now with our so this is the merge email and with merge email what takes place is I can really develop a follow-up e-mails and different storage emails here and we have active instructs so utilizing is actually simple you can get started totally free by simply including the integration and now you know how to utilize as a total newbie do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me provide some context about my profession and how it relates to. As an independent reporter, I have actually worked with various customers, handled multiple jobs concurrently, and maintained an extensive network of contacts. Juggling these obligations can be frustrating, and I acknowledged the need for a central system to enhance my operations.
In my quest for an option, I checked out various platforms however found them to be either too pricey or too intricate 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 customer relationship management tool that effortlessly incorporates with Gmail, making it ideal for self-employed journalists who heavily rely on email interaction. Here are some essential advantages of using for your freelance journalism working with procedure:.
User-friendly Email Tracking and Organization:.
allows you to track and organize your emails easily, offering you a clear introduction of your interactions with clients, leads, and collaborators.
You can create personalized pipelines directly within your inbox, making it easy to monitor the development and manage of your tasks and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and handle your sales process from list building to task conclusion.
You can classify contacts, produce custom stages, set suggestions, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Collaboration and Team Effort:.
assists in cooperation by enabling you to share pipelines and interact with team members within the platform.
You can appoint tasks, share essential e-mails, and team up in real-time, enhancing efficiency and ensuring everyone remains on the exact same page.
‘s flexible workflow system enables you to customize your pipelines and automate recurring tasks.
You can develop design templates for typical e-mail responses, schedule follow-ups, and established pointers, conserving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, uses benefits in terms of coding and software advancement. Here’s how:.
provides a robust API and comprehensive developer documentation, making it easy to incorporate with other tools and build custom solutions.
This versatility allows independent journalists with coding abilities to extend the performance of and customize it to their particular requirements.
Job Management for Software Advancement:.
‘s pipeline function can be adapted to handle software application development jobs, from ideation to implementation.
You can create custom-made phases for different advancement stages, assign jobs to staff member, and track progress effectively.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and user friendly functions, decreasing the discovering curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collective features that boost team effort and interaction.
Developer-friendly API for integration and personalization.
Cost-efficient solution for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation functions.
Reliance on Gmail for complete functionality, restricting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While offers substantial benefits for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more budget friendly option, specifically for freelancers and small companies.
HubSpot has a totally free version, however advanced features need a higher-tier paid membership.
Features and Complexity:.
offers a more detailed suite of functions, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, offering a structured experience.
Both and integrate with different third-party tools.
‘s seamless integration with Gmail is advantageous for users greatly reliant on e-mail interaction.
As a freelance journalist, managing your hiring procedure and customer relationships is vital to your success. deals a instinctive and budget friendly option that seamlessly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it may not have the innovative functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re an editor, writer, or content developer, can empower you to take control of your freelance journalism career by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.