As a skilled freelance journalist, I understand the obstacles of handling jobs, tracking leads, and nurturing customer relationships. In this short article, I will delve into the benefits of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for beginners hey guys invite back in this video I will be showing you how to utilize Streak Crm Event Attendance for your customer relations collaboration communication and much more so let’s get into it first off you need to go to streak.com and you will arrive at this website right here now is a type of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is truly incredible and I’ll show you how to do that as a complete beginner it will assist you tailor a best procedure for your team and you will be able to get your work done now let’s actually enter into the process now is offered as an extension and it’s completely free so as soon as 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 add to Chrome click on ADD extension and your extension will be added all right 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 simply check in ensure to sign.
into the very same Gmail that you have included the uh you know streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click permit after including this is what your Gmail will appear like now you can see here in our easy you know folders we are getting recently seen all tracked e-mails and upgraded reply and after that we have this brand-new alternative 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 is like our brand-new dashboard for here I’ll have the ability to create a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go produce a brand-new pipeline let’s in fact do that you will click on new pipeline here and we have different alternatives to start with we have the stages so this is where you will select these stages for your pipeline and you can actually we have a lead gotten in touch with pitched demonstration negotiating close phone closed uh you understand then we have nurturing okay then we have Fields so in fields we have a date of last email last e-mail from lead Source priority industry offer size business size close rate email thread count days and state and keeps in mind so if you wish to include another phase you will click on this Plus at the top and you will offer your phase a name let’s say that you in fact wished to create 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 offer it your color so we can actually select different colors for each of the stages but I think all of these are in fact already created so this is really quite outstanding what I will do is I will really eliminate this one and if you feel like there is um I think pitched and demo are type of like the same thing we just choose the pitch so what I’ll do is uh we have demo two what I’ll do is in fact 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 complimentary kind a date check box fall 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 opt for this one here this is the field that was in fact missing and I’ll really reorganize and put the notes here okay email thread count close date alright business’s size offer size and Company 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 developed followers and more so I really want to opt for the created.
by or possibly the fans because I wish to keep track of my employee 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 lot of alternatives available within streak is in fact among the most convenient and one of the most uh you understand versatile out there it’s extremely easy to use with templates we have projects too within my project once again if I didn’t want to go for these sales if I did with projects then I can choose the task stages right here and again the fields the process is going to be similar you will pick these stages from here on this plus button here and you can also give it various different colors we also have service Dev here you can see then we have hiring so if you do hiring then this is going to be your phases task search financier fundraising others realty assistance and custom-made So within our assistance you can see we have actually inbound designated working on resolved and sound this is really respectable and we also have customized where I can in fact start something from the scratch absolutely according to my company for me we simply 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 opt for the shared one here and click on develop now it will simply take a second 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 include my Lead Series so you can in fact click on this drop down and we have handle stage or rename so as I proceed as I include different leads here what I I will do is I’ll just merely click and I’ll have the ability to include it click the top here add a box so click on ADD box here and I’m going to add a box in the lead section here and let’s just call it brand-new and click go into so now you can see we have actually one lead produced let’s state that there is really closed one so I’m going to include one here let’s just for now let’s call it brand-new I’m going to add another lead let’s call it new two we can in fact open this up in a brand-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 two leads then let’s state there was a contacted also there’s one negotiating so I’ll just simply click brand-new now as soon as you produce a lead we can actually click here and it will now open the various fields that we included so this is a brand-new Elite that I developed and we have all of these different columns we have the fields that we developed keep in mind and then we have invite teammates so from here I can invite the team members we have add columns we have emails files and comments you can change 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 comments at the top here again we have the call log we have our conference notes and we even have our.
attachments so this is how you create a lead within your when you’re done with this you can actually click go into and it will be closed now it will show you something like this we have all of our data collected 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 pick various leads from here the stages and we can carry out bulk actions such as deleting and sharing too uh another 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 stages Combinations and automation this is among the important ones click here and you’ll be able to in fact incorporate um other apps within yourr transfer information for notifications for automations custom develops and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export information they extremely quickly and produce our CSV files similarly now I can switch to my various folders that we have here and I can produce a brand-new pipeline we can switch to our basic Gmail very easily from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have actually created we will even have our combine emails now with our so this is the combine e-mail and with merge e-mail what takes place is I can actually develop a follow-up e-mails and various storage emails here and we have active instructs so utilizing is truly easy you can begin for free by just adding the combination and now you know how to use as a complete novice do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me supply some context about my profession and how it connects to. As a self-employed reporter, I have actually worked with many customers, handled several jobs concurrently, and preserved a comprehensive network of contacts. Balancing these responsibilities can be overwhelming, and I recognized the need for a centralized system to streamline my operations.
In my quest for a service, I checked out different platforms however found them to be either too complex or too expensive for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly integrates with Gmail, making it ideal for freelance journalists who heavily depend on e-mail communication. Here are some essential benefits of using for your freelance journalism employing process:.
Instinctive Email Tracking and Organization:.
allows you to track and organize your e-mails effortlessly, giving you a clear summary of your interactions with clients, leads, and collaborators.
You can create personalized pipelines directly within your inbox, making it easy to manage and monitor the development of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to picture and handle your sales procedure from lead generation to project completion.
You can classify contacts, produce custom-made phases, set suggestions, and track interactions, ensuring that no chance slips through the cracks.
Seamless Partnership and Team Effort:.
assists in collaboration by allowing you to share pipelines and interact with staff member within the platform.
You can appoint tasks, share crucial e-mails, and team up in real-time, boosting productivity and making sure everyone remains on the very same page.
‘s flexible workflow system allows you to customize your pipelines and automate recurring jobs.
You can develop templates for typical email actions, schedule follow-ups, and established pointers, conserving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, provides advantages in terms of coding and software advancement. Here’s how:.
offers a robust API and extensive designer paperwork, making it easy to incorporate with other tools and develop custom solutions.
This versatility permits independent journalists with coding skills to extend the performance of and customize it to their specific requirements.
Job Management for Software Advancement:.
‘s pipeline feature can be adjusted to manage software application advancement jobs, from ideation to implementation.
You can develop customized phases for different development phases, assign tasks to team members, and track progress efficiently.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and easy-to-use functions, reducing the discovering curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collaborative features that improve team effort and communication.
Developer-friendly API for combination and customization.
Cost-efficient service for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for full functionality, restricting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While deals substantial advantages for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
offers a more inexpensive service, particularly for freelancers and small companies.
HubSpot has a complimentary version, however advanced functions need a higher-tier paid subscription.
Functions and Complexity:.
supplies a more detailed suite of features, consisting of innovative marketing automation and analytics.
focuses on simplicity and ease of use, offering a structured experience.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is advantageous for users heavily reliant on e-mail communication.
As a self-employed journalist, managing your hiring procedure and customer relationships is paramount to your success. offers a economical and user-friendly service that perfectly integrates with Gmail, allowing you to simplify your operations and focus on your craft. While it may not have the advanced functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a content, editor, or author creator, can empower you to take control of your freelance journalism profession by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.