As an experienced freelance journalist, I understand the difficulties of handling projects, tracking leads, and nurturing customer relationships. In this short article, I will delve into the benefits of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for newbies hey men welcome back in this video I will be showing you how to utilize Streak Crm Search Problems for your customer relations cooperation communication and far more so let’s enter it firstly 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 add to our easy Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is really incredible and I’ll show you how to do that as a total novice it will assist you tailor an ideal process for your team and you will have the ability to get your work done now let’s in fact get into the procedure now is readily available as an extension and it’s totally complimentary so as soon as you get to the site you’ll get this choice 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 on contribute to Chrome click on ADD extension and your extension will be included 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 just sign in ensure to sign.
into the exact same Gmail that you have actually included the uh you understand streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click allow after including this is what your Gmail will look like now you can see here in our basic you know folders we are getting just recently viewed 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 control panel for here I’ll be able to develop a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go develop a new pipeline let’s actually do that you will click on new pipeline here and we have various alternatives to start with we have the stages so this is where you will choose these phases for your pipeline and you can really we have a lead called pitched demo negotiating close phone closed uh you know then we have supporting fine then we have Fields so in fields we have a date of last e-mail last email from lead Source concern market deal size company size close rate email thread count days and state and notes so if you wish to add another phase you will click on this Plus on top and you will provide your phase a name let’s say that you in fact wanted to create another um you understand stage here for instance let’s say I didn’t have no strings so I can develop right here.
and you can offer it your color so we can really select different colors for each of the stages but I believe all of these are in fact already developed so this is in fact quite outstanding 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 kind of like the same thing we simply opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s eliminate 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 various fields that you want so you will click this plus here and we have free type a date check box drop down General e-mail e-mail 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 opt for this one here this is the field that was really missing out on and I’ll really reorganize and put the notes here okay e-mail thread count close date okay business’s size offer size and Company size alright let’s get rid of the business size and I’m gon na really find something else within the basic where we have actually developed by date developed followers and more so I really wish to opt for the created.
by or perhaps the followers since I wish to monitor my staff member that are really 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 options available within streak is in fact among the simplest and among the most uh you understand versatile out there it’s really easy to use with templates we have tasks too within my project again if I didn’t want to opt for these sales if I finished with tasks then I can go with the project phases right here and once 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 provide it various different colors we also have business Dev here you can see then we have employing so if you do employing then this is going to be your phases job search investor fundraising others real estate support and custom So within our support you can see we have inbound assigned working on resolved and sound this is really pretty good and we likewise have customized where I can in fact start something from the scratch completely according to my organization for me we merely have the sales so I’m gon na opt for the sales here and click create 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 create a pipeline for me so you can see this actually looks respectable now I will have the ability to add 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 include various leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click the top here add a box so click on ADD box here and I’m going to add a box in the lead area here and let’s just call it new and click on go into so now you can see we have one lead developed 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 really open this up in a new tab from here too but 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 state there was a gotten in touch with as well there’s one working out so I’ll just simply click on brand-new now once you develop a lead we can actually click here and it will now open up the different fields that we added so this is a brand-new Elite that I developed and we have all of these various columns we have the fields that we developed remember and after that we have welcome colleagues so from here I can invite the staff member we have add columns we have e-mails files and remarks you can switch to the emails and it will show you the emails that you got in files we can even upload files and after that 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 develop a lead within your when you’re done with this you can really click get in and it will be closed now it will reveal you something like this we have all of our information gathered 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 select various leads from here the stages and we can carry out bulk actions such as deleting and sharing as well uh another thing with srix at the top you will be able to see we have private choice we have these three dots where we can find these stages Combinations and automation this is among the important ones click on this link and you’ll be able to in fact integrate um other apps within yourr transfer data for alerts for automations custom develops and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and produce our CSV files similarly now I can switch to my various folders that we have here and I can develop a new pipeline we can switch to our basic Gmail extremely easily from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have developed we will even have our combine emails now with our so this is the combine e-mail and with merge e-mail what happens is I can in fact produce a follow-up e-mails and different storage e-mails here and we have active instructs so using is really easy you can start for free by simply adding the integration and now you know how to use 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 profession and how it relates to. As a freelance journalist, I have actually worked with various customers, handled several jobs concurrently, and maintained an extensive network of contacts. Juggling these obligations can be frustrating, and I recognized the requirement for a central system to improve my operations.
In my mission for an option, I explored different platforms however discovered them to be either too complex 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 customer relationship management tool that flawlessly integrates with Gmail, making it ideal for freelance reporters who heavily depend on e-mail communication. Here are some crucial advantages of using for your freelance journalism working with process:.
Intuitive Email Tracking and Organization:.
enables you to track and organize your e-mails easily, giving you a clear introduction of your interactions with clients, leads, and partners.
You can develop personalized pipelines directly within your inbox, making it simple to keep an eye on the progress and manage of your assignments and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to picture and manage your sales procedure from list building to task conclusion.
You can classify contacts, develop custom stages, set pointers, and track interactions, making sure that no chance slips through the cracks.
Smooth Collaboration and Teamwork:.
facilitates cooperation by permitting you to share pipelines and interact with staff member within the platform.
You can appoint jobs, share important e-mails, and collaborate in real-time, boosting performance and guaranteeing everybody stays on the very same page.
Personalized Workflows:.
‘s versatile workflow system allows you to personalize your pipelines and automate repeated tasks.
You can create design templates for typical e-mail actions, schedule follow-ups, and established pointers, saving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, provides benefits in regards to coding and software development. Here’s how:.
Developer-Friendly Combination:.
supplies a robust API and extensive designer paperwork, making it simple to integrate with other tools and develop customized solutions.
This versatility enables independent journalists with coding skills to extend the performance of and customize it to their specific needs.
Project Management for Software Application Advancement:.
‘s pipeline function can be adapted to handle software development projects, from ideation to release.
You can create custom-made stages for different development stages, designate jobs to team members, and track development efficiently.
Advantages and disadvantages of
Pros:.
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
User-friendly user interface and user friendly features, lessening the learning curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collaborative features that boost teamwork and communication.
Developer-friendly API for integration and personalization.
Affordable service for freelancers and small companies.
Cons:.
Limited reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation features.
Reliance on Gmail for full functionality, restricting compatibility with other email providers.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
Expense:.
provides a more budget friendly solution, specifically for freelancers and small companies.
HubSpot has a free version, however advanced features need a higher-tier paid membership.
Features and Intricacy:.
supplies a more thorough suite of features, including innovative marketing automation and analytics.
concentrates on simplicity and ease of use, using a streamlined experience.
Integration:.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is advantageous for users greatly reliant on email communication.
Conclusion:.
As a self-employed reporter, managing your hiring procedure and client relationships is critical to your success. offers a user-friendly and economical option that effortlessly integrates with Gmail, enabling you to streamline your operations and focus on your craft. While it may not have the innovative functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a content, author, or editor developer, can empower you to take control of your freelance journalism profession by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.