As a seasoned freelance journalist, I understand the difficulties of handling projects, tracking leads, and nurturing customer relationships. In this post, I will dive into the benefits of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for novices hey men invite back in this video I will be revealing you how to utilize Streak Crm Customer Interaction Methods for your consumer relations partnership interaction and much more so let’s enter it first off you require to go to streak.com and you will arrive at this site right here now is a sort of CRM that we can add to our simple Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is truly amazing and I’ll show you how to do that as a complete beginner it will assist you customize a best procedure for your team and you will be able to get your work done now let’s actually enter into the procedure now is offered as an extension and it’s totally totally free so as soon as you get to the website you’ll get this option here which is contribute 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 contribute to Chrome click on ADD extension and your extension will be included alright 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 merely sign in ensure to sign.
into the 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 simply scroll down and click 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 just recently seen all tracked e-mails and updated reply and then we have this brand-new alternative 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 is like our brand-new dashboard for here I’ll be able to produce a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go develop a new pipeline let’s really do that you will click new pipeline here and we have various options first off we have the stages so this is where you will select these phases for your pipeline and you can really we have actually 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 e-mail last email from lead Source concern industry deal 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 phase a name let’s say that you really wanted to produce another um you understand phase here for example let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can really pick different colors for each of the stages but I believe all of these are actually already created so this is in fact quite outstanding what I will do is I will actually eliminate this one and if you feel like there is um I believe pitched and demo are type of like the 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 in fact let’s eliminate the demonstration 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 phases then I will scroll down to the fields here with each pipeline what are the different fields that you want so you will click on this plus here and we have free kind a date check box fall General email email tracking job 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 go with this one here this is the field that was in fact missing and I’ll actually reorganize and put the notes here fine e-mail thread count close date all right business’s size offer size and Company size alright let’s get rid of the company size and I’m gon na actually discover something else within the basic where we have created by date created fans and more so I really want to opt for the produced.
by or possibly the fans because I want to monitor my employee that are actually 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 lot of choices readily available within streak is actually among the easiest and among the most uh you know flexible out there it’s very easy to use with templates we have jobs too within my task once again if I didn’t wish to go for these sales if I finished with tasks then I can go with the project stages right here and once again the fields the process is going to be comparable you will select these stages from here on this plus button here and you can likewise provide it different various colors we also 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 financier fundraising others property assistance and customized So within our support you can see we have actually inbound appointed dealing with fixed and sound this is in fact respectable and we also have custom where I can really start something from the scratch totally according to my company for me we simply have the sales so I’m gon na opt for 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 create now it will just take a second for a street to create a pipeline for me so you can see this really looks pretty good now I will have the ability to add my Lead Series so you can actually click on this fall and we have handle stage or rename so as I proceed as I include various leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click the top here include 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 on enter so now you can see we have one lead produced let’s state that there is actually closed one so I’m going to add one here let’s just for now let’s call it new I’m going to add another lead let’s call it brand-new 2 we can really open this up in a brand-new tab from here too however 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 gotten in touch with as well there’s one working out so I’ll just simply click on brand-new now once you develop a lead we can actually click here and it will now open up the different fields that we included so this is a brand-new Elite that I produced and we have all of these different columns we have the fields that we developed keep in mind and then we have welcome teammates so from here I can invite the team members we have add columns we have emails files and comments you can switch to the emails and it will reveal you the emails that you got in files we can even publish files and after that we have the remarks at the top here again we have the call log we have our meeting notes and we even have our.
accessories so this is how you produce a lead within your as soon as you’re made with this you can in fact click on enter 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 2 leads one called 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 deleting and sharing as well uh one more thing with srix at the top you will be able to see we have personal option we have these three dots where we can find these stages Integrations and automation this is one of the essential ones click on this link and you’ll have the ability to actually incorporate um other apps within yourr transfer information for notifications for automations custom constructs and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they very easily and create our CSV files similarly now I can switch to my various folders that we have here and I can develop a brand-new pipeline we can change to our simple Gmail really quickly from here and it will likewise show me the emails that I will be receiving for my pipelines that I have actually developed we will even have our merge emails now with our so this is the combine email and with merge e-mail what takes place is I can in fact create a follow-up emails and various storage e-mails here and we have active advises so using is truly easy you can get started free of charge by just adding the integration and now you know how to use as a total newbie don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me supply some context about my profession and how it relates to. As an independent journalist, I have actually worked with numerous customers, managed multiple tasks simultaneously, and maintained a substantial network of contacts. Juggling these duties can be frustrating, and I acknowledged the requirement for a central system to simplify my operations.
In my mission for an option, I checked out different platforms however found them to be either too complex or too expensive for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly incorporates with Gmail, making it perfect for self-employed journalists who greatly depend on email interaction. Here are some crucial benefits of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Company:.
permits you to track and arrange your emails easily, giving you a clear introduction of your interactions with clients, leads, and partners.
You can develop personalized pipelines directly within your inbox, making it simple to keep an eye on the progress and manage of your projects and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to picture and manage your sales procedure from lead generation to task conclusion.
You can classify contacts, create customized phases, set suggestions, and track interactions, ensuring that no chance slips through the cracks.
Smooth Cooperation and Team Effort:.
helps with partnership by enabling you to share pipelines and communicate with team members within the platform.
You can appoint jobs, share important emails, and team up in real-time, improving productivity and guaranteeing everyone stays on the very same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repetitive tasks.
You can develop templates for common e-mail actions, schedule follow-ups, and set up pointers, saving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, uses benefits in terms of coding and software advancement. Here’s how:.
offers a robust API and comprehensive designer paperwork, making it easy to incorporate with other tools and construct custom solutions.
This flexibility allows self-employed journalists with coding abilities to extend the functionality of and customize it to their specific needs.
Project Management for Software Advancement:.
‘s pipeline feature can be adapted to manage software development projects, from ideation to release.
You can develop custom-made phases for various advancement phases, assign tasks to team members, and track development efficiently.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and easy-to-use functions, decreasing the discovering curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collective functions that boost teamwork and communication.
Developer-friendly API for integration and modification.
Cost-effective option for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation functions.
Dependence on Gmail for full functionality, restricting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers considerable benefits for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
offers a more budget friendly option, specifically for freelancers and small companies.
HubSpot has a complimentary version, however advanced features require a higher-tier paid subscription.
Functions and Complexity:.
offers a more comprehensive suite of features, consisting of sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, providing a streamlined experience.
Both and integrate with numerous third-party tools.
‘s smooth combination with Gmail is useful for users greatly reliant on email interaction.
As a self-employed journalist, managing your hiring procedure and client relationships is critical to your success. offers a user-friendly and economical service that flawlessly incorporates with Gmail, allowing you to simplify your operations and focus on your craft. While it may not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a material, author, or editor developer, can empower you to take control of your freelance journalism career by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.