As an experienced freelance journalist, I understand the challenges of managing tasks, tracking leads, and supporting customer relationships. In this article, I will dig into the advantages of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey people invite back in this video I will be revealing you how to use Streak Crm Custom Fields for your consumer relations partnership interaction and much more so let’s enter into it first off 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 contribute to our simple Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is actually fantastic and I’ll reveal you how to do that as a total newbie it will help you personalize an ideal procedure for your group and you will have the ability to get your work done now let’s in fact enter the procedure now is available as an extension and it’s totally complimentary so once you get to the website you’ll get this choice 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 add to Chrome click ADD extension and your extension will be included fine it’s done and now it is adding 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 check in ensure to sign.
into the very 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 simply scroll down and click on permit after adding this is what your Gmail will look like now you can see here in our basic you understand folders we are getting recently viewed all tracked e-mails and upgraded reply and then we have this 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 merges 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 employing so this is where we’ll go develop a brand-new pipeline let’s actually do that you will click on brand-new pipeline here and we have different options first of all 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 gotten in touch with pitched demonstration negotiating close phone closed uh you understand then we have nurturing fine then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority industry offer size company size close rate e-mail thread count days and state and notes 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 state that you actually wanted to produce 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 select various colors for each of the stages however I think all of these are in fact already produced so this is really quite excellent what I will do is I will really eliminate this one and if you feel like there is um I think pitched and demonstration are type of like the same thing we simply opt for 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 then we have working out with negotiating I can go with 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 desire so you will click on this plus here and we have free form a date check box drop down General email email tracking task calls and meetings 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 choose this one here this is the field that was actually missing and I’ll in fact rearrange and put the notes here okay e-mail thread count close date okay business’s size deal size and Company size okay let’s eliminate the business size and I’m gon na in fact discover something else within the basic where we have produced by date created followers and more so I actually wish to choose the developed.
by or maybe the followers since I want to keep an eye on my staff member that are really 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 great deal of alternatives available within streak is actually one of the most convenient and one of the most uh you know flexible out there it’s really easy to use with templates we have projects too within my project again if I didn’t wish to choose 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 pick these stages from here on this plus button here and you can likewise offer it different various colors we also have business Dev here you can see then we have employing so if you do working with then this is going to be your phases job search investor fundraising others property assistance and custom So within our assistance you can see we have actually incoming designated dealing with resolved and noise this is really respectable and we also have custom where I can really start something from the scratch totally according to my business for me we merely have the sales so I’m gon na choose the sales here and click develop personal 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 just take a 2nd for a street to produce a pipeline for me so you can see this in fact looks pretty good now I will be able to add my Lead Series so you can actually click this drop down and we have handle stage or relabel so as I continue as I add various leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click 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 simply call it brand-new and click get in so now you can see we have actually one lead developed let’s state 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 new 2 we can in fact open this up in a 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 two leads then let’s say there was a called also there’s one working out so I’ll just merely click brand-new now once you produce a lead we can actually click here and it will now open the different fields that we included 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 welcome teammates so from here I can welcome the employee we have add columns we have e-mails 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 submit files and after that 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.
attachments so this is how you produce a lead within your once you’re finished with this you can actually click get in and it will be closed now it will show you something like this we have all of our information gathered here and at the top we’re getting our account such as 2 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 perform bulk actions such as erasing and sharing as well uh another thing with srix on top you will have the ability to see we have private alternative we have these three dots where we can discover these stages Integrations and automation this is among the essential ones click on this link and you’ll be able to actually incorporate um other apps within yourr transfer data for notifications for automations custom builds and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they very easily and create 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 basic Gmail really quickly from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have actually created we will even have our combine e-mails now with our so this is the combine e-mail and with combine email what happens is I can really create a follow-up emails and various storage emails here and we have active advises so utilizing is truly simple you can get going free of charge by simply adding the integration and now you understand how to utilize as a complete novice do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me offer some context about my career and how it associates with. As a freelance reporter, I’ve dealt with numerous clients, managed several projects at the same time, and maintained a comprehensive network of contacts. Juggling these duties can be overwhelming, and I recognized the need for a central system to simplify my operations.
In my quest for an option, I explored numerous platforms but found them to be either too pricey or too intricate for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly integrates with Gmail, making it perfect for independent journalists who greatly depend on email interaction. Here are some crucial benefits of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Company:.
allows you to track and arrange your e-mails effortlessly, offering you a clear overview of your communications with customers, leads, and collaborators.
You can create customizable pipelines straight within your inbox, making it simple to manage and keep track of the progress of your assignments and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to envision and manage your sales process from list building to task completion.
You can classify contacts, produce custom stages, set tips, and track interactions, ensuring that no chance slips through the fractures.
Smooth Partnership and Teamwork:.
facilitates collaboration by allowing you to share pipelines and interact with staff member within the platform.
You can assign jobs, share essential emails, and team up in real-time, improving performance and making sure everyone remains on the same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repetitive tasks.
You can develop design templates for typical e-mail responses, schedule follow-ups, and set up reminders, saving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, uses advantages in terms of coding and software advancement. Here’s how:.
supplies a robust API and extensive developer paperwork, making it easy to incorporate with other tools and build customized solutions.
This flexibility enables freelance journalists with coding skills to extend the functionality of and customize it to their particular requirements.
Job Management for Software Development:.
‘s pipeline feature can be adapted to handle software advancement jobs, from ideation to deployment.
You can develop custom-made phases for different development phases, designate tasks to team members, and track development efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and easy-to-use functions, lessening the discovering curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collaborative functions that boost teamwork and communication.
Developer-friendly API for combination and customization.
Cost-efficient solution for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for complete functionality, limiting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While deals considerable benefits for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more budget friendly option, specifically for freelancers and small companies.
HubSpot has a free version, but advanced functions require a higher-tier paid membership.
Functions and Intricacy:.
offers a more extensive suite of functions, consisting of innovative marketing automation and analytics.
focuses on simplicity and ease of use, offering a structured experience.
Both and incorporate with various third-party tools.
‘s seamless integration with Gmail is beneficial for users heavily reliant on email interaction.
As a freelance journalist, managing your hiring procedure and customer relationships is vital to your success. offers a budget-friendly and intuitive solution that effortlessly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it may not have the advanced features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a content, author, or editor creator, can empower you to take control of your freelance journalism career by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.