As an experienced freelance reporter, I understand the challenges of managing jobs, tracking leads, and nurturing client relationships. In this short article, I will delve into the benefits of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey men invite back in this video I will be revealing you how to utilize Streak Crm Paid Options for your customer relations cooperation interaction and a lot more so let’s enter into it first off you need to go to streak.com and you will land on this site right here now is a sort of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is truly incredible and I’ll show you how to do that as a complete newbie it will help you personalize a perfect process for your group and you will have the ability to get your work done now let’s really get into the procedure now is readily available as an extension and it’s completely complimentary so as soon as you get to the site you’ll get this option here which is add 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 merely sign 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 simply scroll down and click on allow after adding this is what your Gmail will appear like now you can see here in our simple you know folders we are getting just recently seen all tracked emails and upgraded reply and after that we have this 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 have the ability to produce a 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 brand-new pipeline let’s in fact do that you will click on new pipeline here and we have different choices firstly we have the stages so this is where you will select these stages for your pipeline and you can really we have 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 e-mail last e-mail from lead Source priority industry offer size company 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 at the top and you will offer your phase a name let’s say that you in fact wanted to create another um you understand 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 select various colors for each of the stages however 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 feel like there is um I believe pitched and demonstration are type of like the exact same thing we just opt for the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s get rid of the demo 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 want so you will click on this plus here and we have free form a date check box drop down General email e-mail tracking job calls and conferences so I do not 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 go with this one here this is the field that was actually missing out on and I’ll in fact rearrange and put the notes here okay e-mail thread count close date all right business’s size offer size and Business size fine let’s get rid of the company size and I’m gon na really discover something else within the general where we have actually developed by date created followers and more so I in fact want to go for the created.
by or perhaps the followers due to the fact that I want to keep track of my team members 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 desired for my pipeline now you can see there are a great deal of alternatives offered within streak is really among the simplest and one of the most uh you know versatile out there it’s really easy to use with templates we have tasks too within my job once again if I didn’t want to go for these sales if I did with tasks then I can choose the job stages right here and once again the fields the process is going to be similar you will select these phases from here on this plus button here and you can likewise provide it various various colors we likewise have business Dev here you can see then we have working with so if you do hiring then this is going to be your phases job search investor fundraising others property support and custom So within our support you can see we have actually inbound assigned dealing with solved and noise this is in fact pretty good and we also have custom-made where I can actually start something from the scratch completely according to my business for me we simply have the sales so I’m gon na go with the sales here and click on produce personal or.
shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click on develop now it will just take a 2nd for a street to develop a pipeline for me so you can see this really looks pretty good now I will be able to include my Lead Series so you can really click on this drop down and we have manage phase or relabel 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 add a box so click ADD box here and I’m going to add a box in the lead area here and let’s simply call it new and click on get in so now you can see we have actually one lead created let’s say 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 in this manner now you can see we have two leads then let’s say there was a gotten in touch with also there’s one working out so I’ll just simply click on brand-new now once you develop a lead we can actually click on this link and it will now open the various fields that we included so this is a new Elite that I produced and we have all of these different columns we have the fields that we developed remember and then we have welcome colleagues so from here I can invite the employee we have include columns we have e-mails files and comments you can change to the emails and it will reveal you the emails that you got in files we can even publish files and then we have the remarks at the top here again we have the call log we have our meeting notes and we even have our.
attachments so this is how you produce a lead within your once you’re done with this you can actually click get in and it will be closed now it will reveal 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 gotten in touch with and something like this and this is where you will be getting your list we can choose various leads from here the stages and we can carry out bulk actions such as erasing and sharing also uh one more thing with srix on top you will have the ability to see we have private option we have these three dots where we can find these phases Integrations and automation this is among the crucial ones click here and you’ll have the ability to in fact incorporate um other apps within yourr transfer data for notices for automations custom constructs and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they extremely easily and create our CSV files similarly now I can switch to my different folders that we have here and I can produce a brand-new pipeline we can change to our easy Gmail extremely easily from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have actually produced we will even have our merge emails now with our so this is the combine e-mail and with combine e-mail what occurs is I can in fact produce a follow-up e-mails and various storage e-mails here and we have active advises so utilizing is really easy you can start free of charge by simply adding the integration and now you know how to utilize as a complete novice don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me supply some context about my profession and how it relates to. As a freelance reporter, I’ve worked with various customers, handled several projects all at once, and maintained a comprehensive network of contacts. Juggling these duties can be frustrating, and I recognized the need for a central system to enhance my operations.
In my quest for a service, I checked out numerous platforms however found them to be either too intricate or too expensive for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly incorporates with Gmail, making it ideal for freelance journalists who heavily rely on e-mail interaction. Here are some crucial benefits of using for your freelance journalism employing process:.
User-friendly Email Tracking and Organization:.
permits you to track and organize your emails effortlessly, giving you a clear introduction of your communications with customers, leads, and collaborators.
You can develop customizable pipelines straight within your inbox, making it simple to handle and keep an eye on the development of your tasks and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to envision and manage your sales procedure from list building to project conclusion.
You can categorize contacts, produce custom phases, set tips, and track interactions, ensuring that no chance slips through the fractures.
Seamless Partnership and Teamwork:.
facilitates partnership by permitting you to share pipelines and communicate with employee within the platform.
You can designate jobs, share important e-mails, and collaborate in real-time, boosting efficiency and making sure everybody stays on the exact same page.
‘s versatile workflow system enables you to tailor your pipelines and automate recurring jobs.
You can produce templates for common email responses, schedule follow-ups, and set up pointers, conserving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, offers advantages in terms of coding and software application advancement. Here’s how:.
provides a robust API and extensive developer paperwork, making it simple to integrate with other tools and construct custom-made options.
This flexibility enables freelance journalists with coding skills to extend the performance of and tailor it to their particular requirements.
Project Management for Software Application Advancement:.
‘s pipeline function can be adjusted to manage software development jobs, from ideation to deployment.
You can produce custom-made phases for various advancement stages, appoint jobs to staff member, and track progress effectively.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and user friendly functions, decreasing the learning curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collective features that enhance team effort and interaction.
Developer-friendly API for combination and modification.
Cost-efficient option for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for complete performance, limiting compatibility with other email providers.
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 inexpensive option, particularly for freelancers and small businesses.
HubSpot has a free variation, however advanced functions need a higher-tier paid subscription.
Features and Intricacy:.
offers a more thorough suite of functions, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, providing a streamlined experience.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is beneficial for users heavily reliant on email communication.
As a self-employed reporter, handling your hiring process and customer relationships is paramount to your success. offers a instinctive and cost effective option that effortlessly incorporates with Gmail, enabling you to enhance your operations and focus on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a material, author, or editor developer, can empower you to take control of your freelance journalism profession by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.