As a skilled freelance journalist, I understand the obstacles of managing projects, tracking leads, and nurturing client relationships. In this post, I will delve into the advantages of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for novices hey guys welcome back in this video I will be showing you how to utilize Streak Crm Free Demo for your client relations cooperation communication and a lot more so let’s enter into it to start with you require to go to streak.com and you will arrive at this site right here now is a type of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is truly fantastic and I’ll reveal you how to do that as a complete novice it will help you customize an ideal process for your team and you will be able to get your work done now let’s actually enter into the procedure now is readily available as an extension and it’s entirely complimentary so when 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 add to Chrome click on ADD extension and your extension will be added okay it’s done and now it is contributing 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 make certain 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 just scroll down and click on allow after adding this is what your Gmail will look like now you can see here in our simple you understand folders we are getting recently viewed all tracked e-mails and upgraded reply and then we have this 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 merges so you can see this is like our new dashboard for here I’ll have the ability to produce a brand-new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go create a new pipeline let’s really do that you will click on brand-new pipeline here and we have various choices first of all we have the stages so this is where you will select these phases for your pipeline and you can really we have a lead gotten in touch with pitched demonstration negotiating close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last email last email from lead Source priority market deal size company size close rate e-mail thread count days and state and keeps in mind so if you want to include another stage you will click this Plus on top and you will give your phase a name let’s state that you really wanted to develop another um you know stage here for instance let’s state I didn’t have no strings so I can create right here.
and you can provide it your color so we can in fact choose different colors for each of the stages however I think all of these are actually currently produced so this is actually pretty excellent what I will do is I will actually eliminate this one and if you feel like there is um I think pitched and demonstration are type of like the very same thing we simply opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s eliminate the demo here and then we have negotiating 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 on this plus here and we have totally free kind a date check box drop down General e-mail e-mail tracking task calls and conferences so I do not 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 and I’ll really rearrange and put the notes here all right email thread count close date alright company’s size deal size and Business size all right let’s eliminate the company size and I’m gon na in fact discover something else within the general where we have actually developed by date produced followers and more so I actually want to choose the developed.
by or maybe the fans because I want to keep an eye on 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 wanted for my pipeline now you can see there are a great deal of alternatives available within streak is in fact one of the most convenient and among the most uh you know versatile out there it’s extremely easy to use with design templates we have projects too within my task again if I didn’t wish to opt for these sales if I finished with projects then I can go with the project stages 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 also give it various different colors we also have company Dev here you can see then we have hiring so if you do hiring then this is going to be your phases task search investor fundraising others real estate support and custom So within our support you can see we have incoming appointed working on resolved and sound this is actually pretty good and we likewise have custom where I can actually start something from the scratch absolutely according to my company for me we simply have the sales so I’m gon na go with the sales here and click develop private or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click develop now it will simply take a second for a street to produce a pipeline for me so you can see this actually 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 manage stage or rename so as I proceed 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 on the top here add a box so click on 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 go into so now you can see we have one lead developed 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 new I’m going to include another lead let’s call it brand-new 2 we can actually open this up in a brand-new tab from here too however I’m just for now I’m just gon na work this way now you can see we have 2 leads then let’s state there was a called too there’s one negotiating so I’ll just merely click brand-new now as soon as you develop a lead we can actually click on this link and it will now open up the various fields that we added so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we created remember and after that we have invite teammates so from here I can welcome the staff member we have include columns we have emails files and remarks you can change to the emails and it will show you the emails that you got in files we can even publish files and then we have the remarks at the top here once again we have the call log we have our conference notes and we even have our.
accessories so this is how you produce a lead within your when you’re finished with this you can in fact click on get in and it will be closed now it will show 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 contacted 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 erasing and sharing as well uh one more thing with srix on top you will be able to see we have private option we have these three dots where we can find these phases Integrations and automation this is among the important ones click here and you’ll be able to really incorporate um other apps within yourr transfer data for notices for automations customized develops and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they extremely quickly and create our CSV files likewise now I can change to my different folders that we have here and I can develop a brand-new pipeline we can change to our simple Gmail extremely quickly from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our combine e-mails now with our so this is the combine email and with merge email what happens is I can really produce a follow-up emails and different storage emails here and we have active advises so using is truly simple you can get going totally free by just adding the combination and now you understand how to utilize as a total newbie don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me supply some context about my career and how it connects to. As an independent reporter, I’ve worked with many customers, managed several jobs concurrently, and preserved a substantial network of contacts. Balancing these duties can be overwhelming, and I acknowledged the requirement for a central system to improve my operations.
In my quest for a solution, I checked out various platforms but discovered them to be either too expensive or too complex for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly integrates with Gmail, making it perfect for independent reporters who heavily count on e-mail communication. Here are some crucial benefits of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Organization:.
allows you to track and arrange your emails easily, providing you a clear summary of your interactions with clients, leads, and partners.
You can create customizable pipelines straight within your inbox, making it easy to keep track of the progress and handle of your tasks and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to imagine and handle your sales procedure from lead generation to task conclusion.
You can categorize contacts, develop custom-made phases, set reminders, and track interactions, ensuring that no chance slips through the fractures.
Smooth Partnership and Team Effort:.
assists in partnership by allowing you to share pipelines and interact with team members within the platform.
You can assign jobs, share important emails, and team up in real-time, boosting productivity and guaranteeing everybody remains on the very same page.
‘s versatile workflow system enables you to tailor your pipelines and automate recurring jobs.
You can produce templates for common e-mail reactions, schedule follow-ups, and set up pointers, saving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, offers advantages in regards to coding and software advancement. Here’s how:.
offers a robust API and substantial designer documents, making it easy to incorporate with other tools and build custom solutions.
This flexibility allows independent reporters with coding skills to extend the functionality of and tailor it to their specific requirements.
Job Management for Software Application Advancement:.
‘s pipeline feature can be adapted to handle software development tasks, from ideation to release.
You can develop custom phases for various development phases, appoint jobs to staff member, and track development effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
Instinctive user interface and easy-to-use functions, decreasing the finding out curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collective features that improve teamwork and communication.
Developer-friendly API for combination and customization.
Cost-effective service for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation functions.
Reliance on Gmail for complete functionality, limiting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While deals substantial benefits for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more economical solution, particularly for freelancers and small companies.
HubSpot has a totally free variation, however advanced features need a higher-tier paid membership.
Features and Complexity:.
supplies a more thorough suite of functions, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, using a structured experience.
Both and incorporate with different third-party tools.
‘s smooth combination with Gmail is useful for users greatly reliant on e-mail interaction.
As an independent reporter, managing your hiring process and customer relationships is paramount to your success. offers a user-friendly and affordable service that seamlessly integrates with Gmail, enabling you to improve your operations and focus on your craft. While it may not have the advanced features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a content, editor, or writer developer, can empower you to take control of your freelance journalism profession by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.