As an experienced freelance journalist, I understand the difficulties of managing tasks, tracking leads, and nurturing client relationships. In this short article, I will dig into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for beginners hey people welcome back in this video I will be showing you how to use Is Streak Crm Worth It for your customer relations cooperation interaction and much more so let’s enter it first off you require to go to streak.com and you will arrive on this site right here now is a kind 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 incredible and I’ll show you how to do that as a complete beginner it will help you customize an ideal process 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 completely 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 on contribute to Chrome click 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 know streak to now it will ask you for your access and we’re gon na just scroll down and click on permit after including this is what your Gmail will look like now you can see here in our easy you know folders we are getting just recently seen all tracked e-mails and upgraded reply and after that we have this brand-new option 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 be able to develop a 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 new pipeline let’s really do that you will click on brand-new pipeline here and we have various options firstly we have the stages so this is where you will select these stages for your pipeline and you can actually we have actually a lead gotten in touch with 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 e-mail last e-mail from lead Source concern market offer size business size close rate email 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 provide your stage a name let’s say that you actually wanted to develop 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 actually select different colors for each of the stages but I believe all of these are actually already developed so this is actually quite remarkable what I will do is I will actually eliminate this one and if you feel like there is um I believe pitched and demonstration are kind of like the same thing we just go with the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s get rid of the demonstration here and after that 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 this plus here and we have totally free type a date check box fall General e-mail email tracking task calls and conferences so I do not 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 choose this one here this is the field that was really missing out on and I’ll actually rearrange and put the notes here alright e-mail thread count close date fine business’s size deal size and Business size okay let’s get rid of the business size and I’m gon na really discover something else within the basic where we have produced by date created followers and more so I in fact wish to choose the created.
by or possibly the fans because I wish to keep track of my staff member 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 options offered within streak is in fact among the easiest and one of the most uh you understand versatile out there it’s very easy to use with templates we have projects too within my job once again if I didn’t wish to opt for these sales if I finished with tasks then I can opt for the project 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 various different 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 job search financier fundraising others property assistance and custom So within our assistance you can see we have inbound assigned dealing with resolved and sound this is in fact respectable and we likewise have customized where I can really start something from the scratch totally according to my organization for me we just have the sales so I’m gon na opt for the sales here and click on develop private or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click produce now it will simply take a 2nd for a street to develop a pipeline for me so you can see this really 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 handle stage or rename 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 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 new and click enter so now you can see we have actually one lead produced 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 2 we can really 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 gotten in touch with as well there’s one negotiating so I’ll just simply click on new now as soon as you create a lead we can actually click on this link and it will now open the different fields that we added so this is a new Elite that I produced and we have all of these various columns we have the fields that we created keep in mind and then we have invite teammates so from here I can welcome the employee we have include columns we have e-mails files and comments you can switch 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 remarks at the top here once again we have the call log we have our meeting notes and we even have our.
accessories so this is how you create a lead within your when you’re done with this you can in fact click 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 two 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 carry out bulk actions such as deleting and sharing as well uh one more thing with srix at the top you will have the ability to see we have private choice we have these three dots where we can find these phases Integrations and automation this is one of the important ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer data for notifications for automations customized develops and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and produce our CSV files similarly now I can switch to my different folders that we have here and I can create a brand-new pipeline we can switch to our simple Gmail very easily from here and it will likewise show me the emails that I will be getting for my pipelines that I have developed we will even have our merge emails now with our so this is the combine email and with combine email what takes place is I can really produce a follow-up emails and various storage e-mails here and we have active advises so utilizing is really easy you can get started for free by simply adding the combination and now you understand how to use as a complete newbie don’t.
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 relates to. As a freelance reporter, I’ve worked with many clients, handled multiple projects all at once, and kept a comprehensive network of contacts. Juggling these obligations can be overwhelming, and I acknowledged the requirement for a centralized system to enhance my operations.
In my quest for a solution, I checked out various platforms but found them to be either too intricate or too expensive for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly integrates with Gmail, making it ideal for independent reporters who heavily count on email communication. Here are some crucial benefits of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Organization:.
enables you to track and arrange your emails effortlessly, giving you a clear overview of your interactions with clients, leads, and partners.
You can develop personalized pipelines straight within your inbox, making it simple to handle and keep track of the development of your assignments and jobs.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to picture and handle your sales process from lead generation to task conclusion.
You can categorize contacts, produce custom-made phases, set tips, and track interactions, making sure that no chance slips through the cracks.
Smooth Partnership and Team Effort:.
assists in collaboration by permitting you to share pipelines and communicate with employee within the platform.
You can designate tasks, share crucial e-mails, and work together in real-time, improving performance and making sure everyone remains on the exact same page.
‘s flexible workflow system enables you to personalize your pipelines and automate recurring jobs.
You can develop design templates for common email responses, schedule follow-ups, and established suggestions, conserving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, offers advantages in regards to coding and software development. Here’s how:.
offers a robust API and comprehensive designer documents, making it easy to integrate with other tools and construct custom-made options.
This flexibility allows independent journalists with coding abilities to extend the functionality of and customize it to their specific requirements.
Project Management for Software Application Development:.
‘s pipeline function can be adjusted to handle software application development jobs, from ideation to release.
You can produce custom phases for different development phases, appoint jobs to staff member, and track development efficiently.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive user interface and easy-to-use features, lessening the learning curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collective features that boost teamwork and interaction.
Developer-friendly API for integration and personalization.
Cost-efficient service for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for full functionality, limiting compatibility with other email providers.
Contrast with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more cost effective solution, specifically for freelancers and small companies.
HubSpot has a totally free variation, however advanced functions need a higher-tier paid membership.
Functions and Intricacy:.
supplies a more thorough suite of features, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, providing a structured experience.
Both and integrate with different third-party tools.
‘s seamless integration with Gmail is beneficial for users greatly reliant on email interaction.
As a self-employed reporter, managing your hiring process and customer relationships is critical to your success. offers a instinctive and inexpensive solution that perfectly incorporates with Gmail, enabling you to streamline your operations and focus on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re an editor, author, or material creator, can empower you to take control of your freelance journalism career by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.