As a seasoned freelance journalist, I understand the challenges of managing projects, tracking leads, and supporting client relationships. In this short article, I will dig into the benefits of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for novices hey guys invite back in this video I will be showing you how to use How To See Streak Crm Full Screen for your consumer relations partnership communication and a lot more so let’s enter into it first off you need to go to streak.com and you will land on this site right here now is a type of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is really fantastic and I’ll reveal you how to do that as a complete novice it will help you customize a perfect procedure for your group and you will be able to get your work done now let’s actually get into the procedure now is available as an extension and it’s totally complimentary so as soon as you get to the site you’ll get this choice here which is contribute to Chrome and you’re.
going to choose 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 included alright 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 just sign in make certain to sign.
into the exact same Gmail that you have added the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click on enable after adding this is what your Gmail will look like now you can see here in our simple you understand folders we are getting recently seen 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 control panel for here I’ll be able to create a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go produce a new pipeline let’s actually do that you will click new pipeline here and we have different choices first off 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 contacted pitched demonstration negotiating close phone closed uh you understand then we have supporting all right then we have Fields so in fields we have a date of last email last email from lead Source priority industry offer size company size close rate email thread count days and state and notes so if you wish to add another phase you will click this Plus on top and you will provide your stage a name let’s say that you actually wanted to develop another um you know stage here for instance 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 really pick various colors for each of the stages however I think all of these are really currently created so this is in fact quite excellent 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 sort of like the very 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 in fact let’s eliminate the demo here and then we have working out with negotiating I can choose 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 various fields that you want so you will click on this plus here and we have free kind a date check box drop down General e-mail e-mail tracking job calls and conferences 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 go with this one here this is the field that was actually missing out on and I’ll really rearrange and put the notes here all right email thread count close date alright business’s size offer size and Business size alright let’s eliminate the company size and I’m gon na actually discover something else within the general where we have actually produced by date created followers and more so I actually wish to go for the developed.
by or possibly the followers since I want to track my staff member that are really following this so I will you know 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 lot of alternatives offered within streak is actually one of the easiest and one of the most uh you understand versatile out there it’s really easy to use with templates we have projects too within my job again if I didn’t wish to opt for these sales if I made with jobs then I can go with the task phases right here and once again the fields the procedure is going to be comparable you will choose these phases from here on this plus button here and you can likewise offer it various various colors we likewise have business Dev here you can see then we have employing so if you do employing then this is going to be your phases task search investor fundraising others property assistance and customized So within our support you can see we have inbound appointed dealing with dealt with and sound this is really pretty good and we likewise have customized where I can actually start something from the scratch completely according to my company for me we just have the sales so I’m gon na choose the sales here and click on develop personal or.
shared so I will be sharing this with a staff member so I’m going to opt for the shared one here and click produce now it will just take a 2nd for a street to produce a pipeline for me so you can see this in fact looks respectable now I will have the ability to include my Lead Series so you can actually click on this drop down and we have manage stage or rename so as I continue as I add various 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 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 new and click go into so now you can see we have one lead created let’s say that there is in fact 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 two we can really 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 2 leads then let’s state there was a contacted as well there’s one working out so I’ll just merely click on brand-new now once you develop a lead we can really click here and it will now open up the various fields that we added so this is a new Elite that I created and we have all of these different columns we have the fields that we developed remember and then we have invite teammates so from here I can welcome the team members we have add columns we have e-mails files and remarks you can switch to the emails and it will reveal you the e-mails that you got in files we can even upload files and after that we have the comments at the top here again we have the call log we have our meeting notes and we even have our.
attachments so this is how you create a lead within your once you’re finished with this you can in fact click 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 pick different leads from here the stages and we can carry out bulk actions such as erasing and sharing also uh one more thing with srix on top you will be able to see we have personal alternative we have these three dots where we can discover these stages Integrations and automation this is one of the crucial ones click on this link and you’ll have the ability to in fact integrate um other apps within yourr transfer data for alerts for automations customized constructs and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they really quickly and develop our CSV files similarly now I can change to my different folders that we have here and I can produce a new pipeline we can change to our easy Gmail very quickly from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have produced we will even have our merge e-mails now with our so this is the combine email and with combine email what occurs is I can actually produce a follow-up emails and various storage e-mails here and we have active instructs so utilizing is truly simple you can begin free of charge by just including the combination and now you understand how to utilize as a total beginner do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me supply some context about my career and how it associates with. As an independent journalist, I have actually worked with many customers, handled multiple projects at the same time, and maintained a substantial network of contacts. Juggling these obligations can be overwhelming, and I acknowledged the need for a centralized system to simplify my operations.
In my quest for an option, I explored numerous platforms however found them to be either too expensive 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 customer relationship management tool that seamlessly incorporates with Gmail, making it ideal for freelance journalists who heavily depend on email communication. Here are some key benefits of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Organization:.
permits you to track and arrange your emails easily, providing you a clear overview of your interactions with clients, leads, and collaborators.
You can produce customizable pipelines directly within your inbox, making it simple to manage and monitor the progress of your assignments and projects.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to picture and handle your sales procedure from list building to project conclusion.
You can categorize contacts, produce custom-made stages, set pointers, and track interactions, making sure that no opportunity slips through the cracks.
Seamless Cooperation and Teamwork:.
assists in cooperation by permitting you to share pipelines and interact with team members within the platform.
You can assign jobs, share crucial e-mails, and collaborate in real-time, improving productivity and guaranteeing everyone stays on the same page.
‘s versatile workflow system enables you to tailor your pipelines and automate repetitive jobs.
You can create design templates for common e-mail reactions, schedule follow-ups, and set up reminders, saving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, uses benefits in terms of coding and software application development. Here’s how:.
provides a robust API and extensive designer documentation, making it simple to integrate with other tools and build custom-made services.
This flexibility permits independent reporters with coding abilities to extend the functionality of and tailor it to their particular needs.
Task Management for Software Development:.
‘s pipeline function can be adjusted to manage software advancement projects, from ideation to release.
You can produce custom phases for different development stages, appoint jobs to staff member, and track development efficiently.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and user friendly features, decreasing the learning curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collective functions that boost team effort and interaction.
Developer-friendly API for combination and modification.
Cost-efficient service for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for complete functionality, restricting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While offers substantial benefits for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more budget-friendly solution, specifically for freelancers and small businesses.
HubSpot has a totally free variation, but advanced functions need a higher-tier paid subscription.
Features and Complexity:.
provides a more extensive suite of functions, including sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, offering a streamlined experience.
Both and incorporate with different third-party tools.
‘s smooth combination with Gmail is helpful for users heavily reliant on e-mail communication.
As an independent reporter, handling your hiring process and client relationships is critical to your success. offers a intuitive and inexpensive service that flawlessly integrates with Gmail, enabling you to streamline your operations and focus on your craft. While it may not have the innovative functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re an editor, writer, or content developer, 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 effect of Streak CRM in your freelance journalism endeavors.