As an experienced freelance journalist, I understand the challenges of handling tasks, tracking leads, and supporting client relationships. In this post, I will dive into the advantages of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey men invite back in this video I will be showing you how to utilize Streak Crm Hiring for your client relations partnership communication and far more so let’s enter into it first of all you need to go to streak.com and you will arrive on 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 really turn our Gmail into a platform which is truly amazing and I’ll reveal you how to do that as a complete novice it will help you customize a best procedure for your team and you will be able to get your work done now let’s really enter into the procedure now is readily available as an extension and it’s entirely free so when you get to the site you’ll get this alternative here which is add to Chrome and you’re.
going to select 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 ADD extension and your extension will be added okay 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 merely check in make sure to sign.
into the exact 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 merely 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 know folders we are getting just recently viewed all tracked emails and upgraded reply and then 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 is like our brand-new control panel for here I’ll be able to develop a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go produce a new pipeline let’s actually do that you will click new pipeline here and we have various choices first of all 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 know then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority market offer size business size close rate e-mail thread count days and state and notes so if you want to include another phase you will click on this Plus on top and you will offer your stage a name let’s state that you actually wished to produce another um you know stage here for example 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 various colors for each of the stages but I believe all of these are in fact already created so this is in fact pretty remarkable what I will do is I will in fact eliminate this one and if you seem like there is um I believe pitched and demonstration are type of like the same thing we just 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 after that we have negotiating with negotiating I can choose 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 complimentary type a date check box fall General e-mail email tracking task calls and meetings 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 choose this one here this is the field that was actually missing out on and I’ll really reorganize and put the notes here all right email thread count close date alright company’s size deal size and Company size okay let’s get rid of the business size and I’m gon na actually discover something else within the general where we have actually produced by date created followers and more so I in fact want to opt for the created.
by or maybe the fans because I want to track my staff member that are in fact following this so I will you understand put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a lot of choices readily available within streak is actually one of the easiest and one of the most uh you know versatile out there it’s extremely easy to use with design templates we have tasks too within my project again if I didn’t wish to choose these sales if I finished with tasks then I can opt for the project stages right here and again the fields the procedure is going to be similar you will select these phases from here on this plus button here and you can likewise offer it various various colors we likewise have organization Dev here you can see then we have employing so if you do hiring then this is going to be your stages task search investor fundraising others realty assistance and custom-made So within our assistance you can see we have incoming assigned dealing with dealt with and sound this is really pretty good and we also have customized where I can actually start something from the scratch totally according to my service for me we merely have the sales so I’m gon na choose the sales here and click on create private or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click develop now it will just take a 2nd for a street to develop a pipeline for me so you can see this really looks respectable now I will be able to include my Lead Series so you can actually click this drop down and we have manage stage or rename so as I continue as I add different leads here what I I will do is I’ll just merely click and I’ll be able to include it click the top here include a box so click on ADD box here and I’m going to include a box in the lead section here and let’s just call it brand-new and click on go into so now you can see we have one lead produced let’s say that there is in fact 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 brand-new 2 we can actually open this up in a brand-new tab from here too but I’m just for now I’m just gon na work by doing this now you can see we have two leads then let’s state there was a contacted too there’s one negotiating so I’ll just simply click on new now when you develop a lead we can in fact click here and it will now open up the different fields that we added so this is a new Elite that I produced and we have all of these different columns we have the fields that we created keep in mind and then we have welcome colleagues so from here I can invite the team members we have add columns we have e-mails 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 after that we have the comments 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 develop a lead within your when you’re finished with this you can in fact click on go into and it will be closed now it will show 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 gotten in touch with and something like this and this is where you will be getting your list we can select various leads from here the stages and we can carry out bulk actions such as erasing and sharing as well uh another thing with srix on top you will be able to see we have private option we have these 3 dots where we can discover these stages Combinations and automation this is one of the crucial ones click here and you’ll be able to actually integrate um other apps within yourr transfer information for alerts 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 information they really quickly and produce our CSV files likewise now I can switch to my various folders that we have here and I can create a brand-new pipeline we can switch to our easy Gmail really quickly from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have created we will even have our combine e-mails now with our so this is the combine email and with merge email what takes place is I can in fact create a follow-up emails and various storage emails here and we have active instructs so utilizing is actually easy you can get started for free by simply including the integration and now you understand how to use as a total newbie do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me provide some context about my career and how it relates to. As a self-employed reporter, I’ve worked with various clients, handled several jobs all at once, and maintained a comprehensive network of contacts. Balancing these duties can be frustrating, and I recognized the requirement for a central system to enhance my operations.
In my quest for an option, I checked out numerous platforms but found them to be either too costly or too complex for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly integrates with Gmail, making it ideal for independent reporters who heavily rely on email interaction. Here are some essential advantages of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Company:.
allows you to track and arrange your emails effortlessly, providing you a clear overview of your communications with clients, leads, and partners.
You can create adjustable pipelines straight within your inbox, making it easy to handle and monitor the development of your tasks and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to envision and handle your sales procedure from list building to task conclusion.
You can categorize contacts, create custom stages, set tips, and track interactions, ensuring that no opportunity slips through the fractures.
Seamless Collaboration and Teamwork:.
facilitates partnership by allowing you to share pipelines and interact with employee within the platform.
You can assign jobs, share crucial emails, and collaborate in real-time, enhancing performance and ensuring everybody remains on the same page.
Customizable Workflows:.
‘s versatile workflow system enables you to customize your pipelines and automate repeated jobs.
You can create design templates for common email responses, schedule follow-ups, and set up tips, saving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, uses benefits in terms of coding and software application development. Here’s how:.
Developer-Friendly Combination:.
supplies a robust API and extensive developer documents, making it easy to incorporate with other tools and develop custom-made options.
This versatility allows self-employed journalists with coding skills to extend the functionality of and tailor it to their particular requirements.
Task Management for Software Development:.
‘s pipeline function can be adjusted to handle software application advancement tasks, from ideation to implementation.
You can create customized phases for various advancement phases, assign tasks to team members, and track progress effectively.
Pros and Cons of
Pros:.
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
Intuitive interface and user friendly functions, minimizing the discovering curve.
Personalized pipelines and workflows to adapt to private requirements.
Collaborative features that improve team effort and interaction.
Developer-friendly API for integration and customization.
Cost-effective option for freelancers and small companies.
Cons:.
Minimal reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for full functionality, restricting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While deals considerable advantages for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
Cost:.
provides a more economical solution, specifically for freelancers and small companies.
HubSpot has a free version, however advanced functions require a higher-tier paid membership.
Features and Complexity:.
offers a more thorough suite of functions, consisting of advanced marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Integration:.
Both and incorporate with various third-party tools.
‘s seamless integration with Gmail is helpful for users greatly reliant on e-mail interaction.
Conclusion:.
As a self-employed reporter, handling your hiring procedure and customer relationships is vital to your success. offers a user-friendly and cost effective option that flawlessly integrates with Gmail, enabling you to enhance your operations and focus on your craft. While it might not have the innovative functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re an editor, writer, or content developer, can empower you to take control of your freelance journalism career by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.