As an experienced freelance reporter, I understand the obstacles of managing jobs, tracking leads, and supporting customer relationships. In this short article, I will dig into the benefits of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for beginners hey men welcome back in this video I will be showing you how to utilize Streak Crm Checklist Creation for your consumer relations collaboration interaction and far more so let’s enter into it first of all you need 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 simple Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is really incredible 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 actually enter into the process now is offered as an extension and it’s completely complimentary so when you get to the site you’ll get this alternative 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 contribute to Chrome click on ADD extension and your extension will be added 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 merely sign in ensure to sign.
into the same Gmail that you have actually included 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 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 emails and updated reply and after that we have this brand-new choice 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 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 hiring so this is where we’ll go develop a brand-new pipeline let’s in fact do that you will click brand-new pipeline here and we have different choices firstly we have the stages so this is where you will select these phases for your pipeline and you can in fact we have a lead contacted pitched demo negotiating close phone closed uh you know then we have supporting alright then we have Fields so in fields we have a date of last email last email from lead Source priority market offer size company size close rate e-mail thread count days and state and keeps in mind so if you wish to add another stage you will click on this Plus on top and you will offer your stage a name let’s say that you in fact wanted to produce another um you understand phase here for instance let’s say I didn’t have no strings so I can create right here.
and you can provide it your color so we can really select different colors for each of the stages however I think all of these are in fact already produced so this is in fact pretty impressive what I will do is I will really get rid of this one and if you feel like there is um I believe pitched and demo are type of like the very same thing we simply go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s get rid of the demo here and then we have working out 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 desire so you will click on 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 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 opt for this one here this is the field that was actually missing out on and I’ll actually rearrange and put the notes here all right email thread count close date alright business’s size offer size and Company size alright let’s get rid of the business size and I’m gon na actually find something else within the basic where we have actually produced by date created fans and more so I in fact want to opt for the produced.
by or perhaps the followers due to the fact that I want to keep track of my team members 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 great deal of choices offered within streak is really among the easiest and one of the most uh you understand flexible out there it’s really easy to use with design templates we have tasks too within my task again if I didn’t want to opt for these sales if I made with projects then I can opt for the project stages right here and again the fields the process is going to be similar you will pick these phases from here on this plus button here and you can likewise give it various different colors we likewise have service Dev here you can see then we have employing so if you do working with then this is going to be your phases task search investor fundraising others real estate assistance and custom So within our assistance you can see we have inbound designated dealing with fixed and noise this is really pretty good and we likewise have customized where I can actually start something from the scratch totally according to my business for me we just have the sales so I’m gon na go with the sales here and click on produce private or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click on develop now it will just take a 2nd for a street to produce a pipeline for me so you can see this really looks respectable now I will be able to add my Lead Series so you can really click this fall and we have manage stage 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 be able to add it click the top here add 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 on go into so now you can see we have actually one lead developed 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 brand-new I’m going to include another lead let’s call it brand-new two we can in fact open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work by doing this now you can see we have 2 leads then let’s say there was a called also there’s one working out so I’ll just merely click on brand-new now as soon as you develop a lead we can in fact click on this link and it will now open the various fields that we added so this is a new Elite that I created and we have all of these various columns we have the fields that we developed remember and after that we have welcome teammates so from here I can invite the team members we have add columns we have e-mails files and remarks you can switch to the emails and it will show you the emails that you got in files we can even submit 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.
accessories so this is how you develop 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 contacted and something like this and this is where you will be getting your list we can choose various leads from here the stages and we can carry out bulk actions such as deleting and sharing too uh one more thing with srix at the top you will be able to see we have personal option we have these 3 dots where we can discover these phases Integrations and automation this is among the important ones click here and you’ll be able to actually integrate um other apps within yourr transfer information for notifications for automations custom-made builds and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really easily and produce our CSV files similarly now I can change to my various folders that we have here and I can create a brand-new pipeline we can change to our easy Gmail extremely easily from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have developed we will even have our combine emails now with our so this is the merge email and with combine e-mail what happens is I can in fact create a follow-up emails and different storage e-mails here and we have active instructs so utilizing is actually simple you can get started for free by simply adding the combination and now you understand how to utilize as a total novice don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me offer some context about my career and how it relates to. As a freelance journalist, I have actually dealt with numerous customers, handled numerous tasks at the same time, and maintained an extensive network of contacts. Juggling these responsibilities can be frustrating, and I acknowledged the need for a centralized system to simplify my operations.
In my mission for a service, I explored various platforms however discovered them to be either too expensive or too complex for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly incorporates with Gmail, making it ideal for freelance journalists who heavily depend on e-mail communication. Here are some key advantages of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Company:.
permits you to track and organize your emails easily, giving you a clear introduction of your interactions with customers, leads, and collaborators.
You can develop customizable pipelines directly within your inbox, making it easy to handle and monitor the progress of your jobs and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to visualize and manage your sales process from lead generation to task completion.
You can classify contacts, develop custom-made phases, set suggestions, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Cooperation and Teamwork:.
helps with collaboration by allowing you to share pipelines and interact with employee within the platform.
You can appoint jobs, share crucial e-mails, and work together in real-time, improving productivity and ensuring everyone remains on the same page.
‘s versatile workflow system allows you to personalize your pipelines and automate repeated jobs.
You can develop templates for typical e-mail reactions, schedule follow-ups, and set up suggestions, saving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, uses benefits in regards to coding and software development. Here’s how:.
offers a robust API and comprehensive developer paperwork, making it simple to incorporate with other tools and build custom-made solutions.
This versatility permits independent journalists with coding skills to extend the performance of and customize it to their particular needs.
Project Management for Software Development:.
‘s pipeline function can be adjusted to manage software application advancement projects, from ideation to deployment.
You can develop custom-made phases for various development stages, appoint tasks to team members, and track progress efficiently.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive user interface and user friendly functions, decreasing the finding out curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collective functions that boost teamwork and interaction.
Developer-friendly API for integration and customization.
Economical option for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Reliance on Gmail for full performance, restricting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more economical option, especially for freelancers and small businesses.
HubSpot has a free variation, but advanced features need a higher-tier paid membership.
Features and Intricacy:.
provides a more comprehensive suite of functions, including advanced marketing automation and analytics.
concentrates on simpleness and ease of use, using a streamlined experience.
Both and integrate with numerous third-party tools.
‘s seamless combination with Gmail is beneficial for users heavily reliant on e-mail communication.
As a self-employed journalist, handling your hiring process and client relationships is paramount to your success. offers a instinctive and affordable solution that effortlessly integrates with Gmail, allowing you to improve your operations and concentrate on your craft. While it might not have the advanced functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a writer, content, or editor creator, can empower you to take control of your freelance journalism career by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.