As a skilled freelance journalist, I understand the difficulties of managing tasks, tracking leads, and nurturing client relationships. In this short article, I will dive into the benefits of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for novices hey men welcome back in this video I will be revealing you how to use Streak Crm Office 365 for your client relations partnership communication and far more so let’s enter into it firstly you need to go to streak.com and you will arrive on this website 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 actually turn our Gmail into a platform which is really remarkable and I’ll show you how to do that as a complete beginner it will assist you personalize a perfect process for your team and you will have the ability to get your work done now let’s really enter into the procedure now is offered as an extension and it’s entirely totally free so once 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 add to Chrome click ADD extension and your extension will be added okay it’s done and now it is adding 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 check in make sure to sign.
into the exact same Gmail that you have actually added 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 enable after adding this is what your Gmail will look like now you can see here in our simple you understand folders we are getting just recently viewed all tracked e-mails and upgraded reply and after that we have this 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 dashboard for here I’ll be able to develop a brand-new pipeline we have our sales orders sales 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 new pipeline here and we have various options first off we have the stages so this is where you will select these stages for your pipeline and you can really we have actually a lead called pitched demonstration working out close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last email last email from lead Source concern market offer size company size close rate e-mail thread count days and state and keeps in mind so if you want to add another stage you will click this Plus at the top and you will offer your phase a name let’s say that you in fact wished to produce another um you know phase here for example let’s state I didn’t have no strings so I can develop right here.
and you can give it your color so we can in fact pick various colors for each of the stages but I think all of these are really already created so this is actually pretty remarkable what I will do is I will in fact eliminate this one and if you feel like there is um I think pitched and demonstration are sort of like the same thing we simply go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s eliminate 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 different fields that you desire so you will click on this plus here and we have free form a date check box fall General e-mail email tracking job calls and conferences so I don’t see anything for the course and meetings 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 really missing and I’ll actually rearrange and put the notes here fine e-mail thread count close date alright business’s size deal size and Company size alright let’s get rid of the business size and I’m gon na actually find something else within the basic where we have actually produced by date created followers and more so I really wish to opt for the created.
by or possibly the followers because I wish to track my employee that are really following this so I will you know 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 lot of choices readily available within streak is in fact among the simplest and among the most uh you know versatile out there it’s very easy to use with templates we have tasks too within my project once again if I didn’t wish to go for these sales if I finished with projects then I can choose the project 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 likewise give it various various colors we also have organization Dev here you can see then we have employing so if you do hiring then this is going to be your phases task search investor fundraising others real estate support and custom-made So within our assistance you can see we have inbound assigned dealing with fixed and sound this is in fact respectable and we likewise have customized where I can actually start something from the scratch completely according to my organization for me we simply have the sales so I’m gon na choose the sales here and click on create personal or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click on create now it will simply take a second for a street to develop a pipeline for me so you can see this in fact looks respectable now I will have the ability to add my Lead Series so you can really click on this fall and we have handle stage or relabel so as I proceed as I include different leads here what I I will do is I’ll just simply click and I’ll be able to add it click on the top here add a box so click ADD box here and I’m going to include a box in the lead section here and let’s just call it new and click get in so now you can see we have actually one lead produced let’s state that there is in fact 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 brand-new two we can in fact open this up in a 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 two leads then let’s state there was a contacted also there’s one negotiating so I’ll just simply click on new now as soon as you develop a lead we can actually click on this link and it will now open the various fields that we added so this is a new Elite that I produced and we have all of these various columns we have the fields that we developed remember and after that we have invite colleagues so from here I can welcome the staff member we have add columns we have emails files and comments you can change to the e-mails and it will reveal you the emails that you got in files we can even submit 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.
attachments so this is how you create a lead within your when you’re finished with this you can actually click enter 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 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 erasing and sharing also uh one more thing with srix at the top you will have the ability to see we have personal option we have these three dots where we can discover these phases Combinations and automation this is one of the crucial ones click on this link and you’ll be able to actually incorporate um other apps within yourr transfer information for notifications for automations custom constructs and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely quickly and create our CSV files likewise now I can switch to my different folders that we have here and I can create a brand-new pipeline we can change to our simple 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 emails now with our so this is the combine email and with merge e-mail what happens is I can really create a follow-up e-mails and different storage emails here and we have active advises so utilizing is truly simple you can get started for free by simply adding the integration and now you understand how to utilize as a total novice do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me provide some context about my career and how it connects to. As a freelance reporter, I’ve worked with many customers, managed numerous jobs all at once, and maintained an extensive network of contacts. Balancing these duties can be overwhelming, and I acknowledged the requirement for a central system to simplify my operations.
In my mission for a solution, I explored different platforms however found them to be either too expensive or too complex for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly integrates with Gmail, making it perfect for freelance journalists who greatly depend on e-mail communication. Here are some crucial benefits of using for your freelance journalism working with process:.
Instinctive Email Tracking and Organization:.
enables you to track and organize your emails easily, offering you a clear overview of your communications with clients, leads, and partners.
You can create adjustable pipelines straight within your inbox, making it simple to keep track of the development and manage of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to picture and manage your sales procedure from list building to task completion.
You can classify contacts, produce custom stages, set suggestions, and track interactions, making sure that no chance slips through the cracks.
Seamless Partnership and Teamwork:.
helps with partnership by allowing you to share pipelines and communicate with employee within the platform.
You can designate tasks, share important emails, and work together in real-time, improving performance and ensuring everyone stays on the very same page.
‘s flexible workflow system allows you to customize your pipelines and automate repetitive jobs.
You can produce templates for typical email reactions, schedule follow-ups, and set up suggestions, conserving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, uses advantages in regards to coding and software application development. Here’s how:.
supplies a robust API and extensive designer documents, making it easy to integrate with other tools and develop custom-made solutions.
This versatility permits self-employed journalists with coding abilities to extend the performance of and tailor it to their specific needs.
Task Management for Software Application Development:.
‘s pipeline feature can be adapted to manage software application advancement projects, from ideation to deployment.
You can develop custom stages for various development stages, designate tasks to team members, and track development effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and user friendly features, minimizing the finding out curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collaborative functions that boost team effort and communication.
Developer-friendly API for integration and customization.
Cost-efficient option for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for full functionality, limiting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While deals significant benefits for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
offers a more affordable solution, especially for freelancers and small businesses.
HubSpot has a free version, but advanced functions need a higher-tier paid subscription.
Functions and Complexity:.
supplies a more extensive suite of features, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, offering a structured experience.
Both and integrate with different third-party tools.
‘s seamless integration with Gmail is beneficial for users heavily reliant on e-mail interaction.
As an independent reporter, handling your hiring procedure and customer relationships is critical to your success. offers a affordable and intuitive service that seamlessly integrates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re an editor, writer, or content developer, can empower you to take control of your freelance journalism profession by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.