As a seasoned freelance reporter, I comprehend the obstacles of handling jobs, tracking leads, and nurturing customer relationships. In this article, I will dig into the advantages of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for novices hey men invite back in this video I will be showing you how to utilize Gartner Crm Quadrant Streak for your customer relations partnership communication and much more so let’s get into it to start with you need to go to streak.com and you will arrive on this website right here now is a kind of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is really fantastic and I’ll show you how to do that as a total novice it will help you personalize an ideal 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 offered as an extension and it’s entirely free so as soon as you get to the website you’ll get this alternative 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 add to Chrome click on ADD extension and your extension will be added fine 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 make sure to sign.
into the exact 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 on permit after adding this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting recently seen all tracked emails and updated reply and after that we have this brand-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 combines so you can see this resembles our brand-new dashboard for here I’ll have the ability to produce a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go create a new pipeline let’s actually do that you will click brand-new pipeline here and we have various choices firstly we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have a lead called pitched demonstration negotiating close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last email last email from lead Source 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 at the top and you will give your phase a name let’s state 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 give it your color so we can in fact pick various colors for each of the stages but I believe all of these are in fact currently produced so this is really quite impressive what I will do is I will actually get rid of this one and if you seem like there is um I think pitched and demo are type of like the very same thing we just opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is in fact 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 different fields that you want so you will click this plus here and we have free type a date check box fall General e-mail 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 and I’ll actually rearrange and put the notes here okay e-mail thread count close date alright business’s size offer size and Business size fine let’s get rid of the business size and I’m gon na in fact discover something else within the basic where we have actually produced by date developed followers and more so I really wish to go for the produced.
by or perhaps the followers due to the fact that I want to keep track of my staff member 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 wanted for my pipeline now you can see there are a lot of choices offered within streak is actually among the easiest and one of the most uh you know flexible out there it’s very easy to use with design templates we have jobs too within my job once again if I didn’t wish to go for these sales if I did 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 offer it different different colors we also have service Dev here you can see then we have hiring so if you do employing then this is going to be your stages job search financier fundraising others real estate assistance and customized So within our assistance you can see we have actually incoming designated dealing with dealt with and sound this is actually respectable and we likewise have custom where I can actually start something from the scratch totally according to my company for me we merely have the sales so I’m gon na choose the sales here and click create 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 on develop now it will just take a second for a street to develop a pipeline for me so you can see this really looks respectable now I will have the ability to add my Lead Series so you can actually click on this fall and we have manage stage or relabel so as I continue as I include various leads here what I I will do is I’ll just merely click and I’ll be able to add it click on the top here include a box so click 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 created let’s say 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 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 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 merely click on brand-new now as soon as you develop a lead we can really click on this link and it will now open the various fields that we added so this is a new Elite that I developed and we have all of these various columns we have the fields that we produced remember and after that we have invite colleagues so from here I can welcome the staff member we have add columns we have emails files and comments you can switch to the e-mails and it will show you the emails that you got in files we can even publish files and then we have the comments 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 when you’re done with this you can in fact click go into and it will be closed now it will reveal you something like this we have all of our data gathered here and at the top we’re getting our account such as two leads one called and something like this and this is where you will be getting your list we can select different leads from here the stages and we can perform bulk actions such as erasing and sharing too uh another thing with srix on top you will have the ability to see we have personal choice we have these three dots where we can find these phases Combinations and automation this is among the essential ones click here and you’ll be able to actually incorporate um other apps within yourr transfer data for alerts for automations custom builds and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely quickly and develop 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 switch to our simple Gmail very quickly from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have actually produced we will even have our merge e-mails now with our so this is the combine email and with merge e-mail what happens is I can in fact create a follow-up emails and various storage emails here and we have active advises so using is truly easy you can get started totally free by just adding the integration and now you understand how to utilize as a complete novice don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me provide some context about my profession and how it associates with. As a self-employed reporter, I’ve dealt with numerous clients, handled multiple jobs at the same time, and maintained a comprehensive network of contacts. Balancing these responsibilities can be overwhelming, and I recognized the need for a central system to simplify my operations.
In my quest for a solution, I explored various platforms but found them to be either too intricate or too costly for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly integrates with Gmail, making it perfect for independent journalists who heavily rely on email communication. Here are some key benefits of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Company:.
permits you to track and arrange your e-mails easily, providing you a clear introduction of your interactions with clients, leads, and collaborators.
You can create personalized pipelines straight within your inbox, making it simple to monitor the progress and manage of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to envision and manage your sales procedure from list building to project completion.
You can classify contacts, create customized phases, set reminders, and track interactions, ensuring that no chance slips through the cracks.
Seamless Partnership and Team Effort:.
facilitates partnership by permitting you to share pipelines and interact with team members within the platform.
You can designate tasks, share important e-mails, and work together in real-time, enhancing efficiency and guaranteeing everyone stays on the same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repeated tasks.
You can develop design templates for typical email actions, schedule follow-ups, and established pointers, conserving you important effort and time.
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:.
offers a robust API and comprehensive developer paperwork, making it simple to incorporate with other tools and develop custom services.
This versatility permits self-employed journalists with coding abilities to extend the functionality of and tailor it to their specific requirements.
Job Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to manage software application advancement jobs, from ideation to implementation.
You can develop custom-made stages for different development phases, assign jobs to team members, and track progress effectively.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
User-friendly user interface and easy-to-use features, lessening the learning curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collective features that improve team effort and communication.
Developer-friendly API for combination and modification.
Cost-effective solution for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation functions.
Reliance on Gmail for full functionality, restricting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
provides a more economical option, specifically for freelancers and small businesses.
HubSpot has a totally free variation, however advanced features require a higher-tier paid subscription.
Features and Intricacy:.
offers a more detailed suite of functions, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, using a structured experience.
Both and incorporate with numerous third-party tools.
‘s smooth integration with Gmail is helpful for users heavily reliant on e-mail interaction.
As a self-employed journalist, handling your hiring procedure and customer relationships is critical to your success. offers a intuitive and inexpensive option that flawlessly integrates with Gmail, allowing you to streamline your operations and focus on your craft. While it may not have the sophisticated features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a material, editor, or writer developer, can empower you to take control of your freelance journalism career by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.