As a seasoned freelance journalist, I comprehend the challenges of handling tasks, tracking leads, and nurturing client relationships. In this post, I will delve into the advantages of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison 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 Review 2022 for your consumer relations collaboration communication and far more so let’s enter it first off you need 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 really incredible and I’ll reveal you how to do that as a complete beginner it will assist you tailor an ideal procedure for your group and you will have the ability to get your work done now let’s in fact enter the procedure now is offered as an extension and it’s totally 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 contribute to Chrome click ADD extension and your extension will be added fine 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 just sign in make sure to sign.
into the same Gmail that you have actually included the uh you understand streak to now it will ask you for your access and we’re gon na simply scroll down and click on permit after including this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting just recently seen all tracked e-mails 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 develop 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 really do that you will click on brand-new pipeline here and we have various alternatives firstly we have the stages so this is where you will choose these phases for your pipeline and you can really we have a lead contacted pitched demonstration working out close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern market offer size company size close rate email thread count days and state and keeps in mind so if you want to include another stage you will click this Plus at the top and you will provide your stage a name let’s say that you really wanted to produce another um you know phase here for example let’s say I didn’t have no strings so I can produce right here.
and you can provide it your color so we can actually choose different colors for each of the stages however I think all of these are really already developed so this is really pretty outstanding what I will do is I will in fact get rid of this one and if you seem like there is um I believe pitched and demonstration are type of like the exact same thing we simply choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s get rid of the demo here and then we have negotiating with negotiating I can go with 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 various fields that you desire so you will click this plus here and we have totally free form a date check box fall General e-mail e-mail tracking task calls and conferences 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 go with this one here this is the field that was in fact missing out on and I’ll really rearrange and put the notes here fine e-mail thread count close date fine company’s size offer size and Business size fine let’s get rid of the business size and I’m gon na in fact find something else within the general where we have actually created by date produced followers and more so I really wish to opt for the produced.
by or perhaps the fans since I want to track my staff member that are in fact following this so I will you know 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 great deal of options readily available within streak is really among the simplest and among the most uh you know versatile out there it’s extremely easy to use with templates we have jobs too within my task once again if I didn’t wish to opt for these sales if I made with tasks then I can go with the project phases right here and again the fields the process is going to be comparable you will select these phases from here on this plus button here and you can also offer it different different colors we likewise have business Dev here you can see then we have employing so if you do working with then this is going to be your stages job search financier fundraising others real estate support and customized So within our assistance you can see we have actually incoming assigned working on solved and noise this is actually pretty good and we likewise have custom-made where I can actually start something from the scratch absolutely according to my organization for me we merely have the sales so I’m gon na go with the sales here and click develop 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 create now it will simply take a 2nd for a street to create a pipeline for me so you can see this actually looks pretty good now I will be able to add my Lead Series so you can in fact click on this fall and we have manage stage or rename so as I continue as I include different leads here what I I will do is I’ll just simply click and I’ll be able to include it click on the top here include a box so click ADD box here and I’m going to include a box in the lead area here and let’s simply call it new and click enter so now you can see we have actually one lead created let’s state that there is actually 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 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 just gon na work in this manner now you can see we have two leads then let’s say there was a called too there’s one negotiating so I’ll just simply click new now once you develop a lead we can in fact 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 produced remember and then we have welcome colleagues so from here I can invite the employee we have add columns we have emails files and comments you can switch to the e-mails and it will show you the e-mails that you got in files we can even publish files and after that we have the remarks 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 create a lead within your as soon as you’re finished with this you can actually click on enter 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 two leads one gotten in touch with and something like this and this is where you will be getting your list we can select different leads from here the stages and we can perform bulk actions such as erasing and sharing too uh another thing with srix on top you will be able to see we have personal alternative we have these 3 dots where we can discover these phases Combinations and automation this is one of the essential ones click on this link and you’ll be able to really integrate 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 data they very quickly and develop 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 change to our basic Gmail extremely quickly from here and it will also show me the e-mails that I will be getting for my pipelines that I have produced we will even have our combine e-mails now with our so this is the combine e-mail and with combine email what happens is I can in fact produce a follow-up e-mails and different storage emails here and we have active instructs so using is truly simple you can get going for free by just including the integration and now you know how to use as a total novice do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me supply some context about my profession and how it associates with. As an independent journalist, I have actually dealt with various customers, handled multiple jobs all at once, and maintained an extensive network of contacts. Juggling these duties can be overwhelming, and I acknowledged the requirement for a central system to simplify my operations.
In my quest for a service, I checked out numerous platforms however discovered them to be either too complicated or too costly for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly integrates with Gmail, making it perfect for self-employed reporters who heavily depend on email interaction. Here are some key advantages of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Company:.
permits you to track and arrange your emails easily, giving you a clear introduction of your communications with customers, leads, and collaborators.
You can develop customizable pipelines directly within your inbox, making it easy to manage and keep an eye on the development of your tasks and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to imagine and manage your sales process from list building to task completion.
You can categorize contacts, create customized stages, set pointers, and track interactions, making sure that no opportunity slips through the fractures.
Seamless Partnership and Teamwork:.
helps with cooperation by allowing you to share pipelines and interact with team members within the platform.
You can assign tasks, share important emails, and team up in real-time, boosting productivity and making sure everyone remains on the exact same page.
‘s versatile workflow system enables you to customize your pipelines and automate recurring jobs.
You can produce templates for common email responses, schedule follow-ups, and established pointers, saving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in independent journalism, provides benefits in regards to coding and software application advancement. Here’s how:.
provides a robust API and comprehensive developer documents, making it simple to incorporate with other tools and construct custom-made services.
This flexibility allows freelance journalists with coding abilities to extend the performance of and tailor it to their particular needs.
Job Management for Software Advancement:.
‘s pipeline feature can be adjusted to handle software application development tasks, from ideation to release.
You can develop customized phases for different development stages, appoint jobs to team members, and track development efficiently.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
User-friendly interface and easy-to-use functions, reducing the finding out curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collective features that improve team effort and communication.
Developer-friendly API for combination and customization.
Economical service for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for full performance, limiting compatibility with other email providers.
Contrast with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more affordable option, particularly for freelancers and small businesses.
HubSpot has a free version, however advanced functions require a higher-tier paid subscription.
Features and Complexity:.
supplies a more thorough suite of functions, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, offering a structured experience.
Both and integrate with various third-party tools.
‘s seamless integration with Gmail is advantageous for users heavily reliant on e-mail communication.
As a freelance reporter, handling your hiring process and client relationships is paramount to your success. offers a cost effective and user-friendly option that flawlessly incorporates with Gmail, allowing 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 a perfect choice for freelance reporters.
Whether you’re a content, editor, or author creator, can empower you to take control of your freelance journalism career by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.