As a seasoned freelance journalist, I understand the obstacles of managing projects, tracking leads, and supporting customer relationships. In this article, I will dig into the advantages of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey men invite back in this video I will be revealing you how to utilize Streak Crm Teams for your customer relations partnership communication and much more so let’s get into it to start with you need to go to streak.com and you will arrive on 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 Hub and we can really turn our Gmail into a platform which is really fantastic and I’ll show you how to do that as a total beginner it will help you tailor a perfect procedure 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 offered as an extension and it’s completely totally free so once you get to the website you’ll get this alternative 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 ADD extension and your extension will be included okay it’s done and now it is adding 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 simply 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 merely scroll down and click allow 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 viewed all tracked emails and updated reply and after that we have this new alternative which is the pipeline so if I click on 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 have the ability to develop a 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 really do that you will click brand-new pipeline here and we have different options first off we have the stages so this is where you will choose these phases for your pipeline and you can really we have a lead gotten in touch with pitched demonstration negotiating close phone closed uh you understand then we have supporting okay then we have Fields so in fields we have a date of last e-mail last email from lead Source priority market deal size business size close rate email thread count days and state and keeps in mind so if you want to add another stage you will click on this Plus at the top and you will give your stage a name let’s state that you in fact wanted to develop another um you know stage here for instance let’s state I didn’t have no strings so I can produce right here.
and you can provide it your color so we can actually select different colors for each of the stages however I believe all of these are actually currently produced so this is really pretty remarkable what I will do is I will actually eliminate this one and if you seem like there is um I think pitched and demonstration are sort 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 after that 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 various fields that you desire so you will click on this plus here and we have complimentary type a date check box drop down General e-mail e-mail tracking job calls and conferences 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 in fact missing out on and I’ll really reorganize and put the notes here all right email thread count close date okay company’s size offer size and Business size fine let’s get rid of the company size and I’m gon na really find something else within the basic where we have actually created by date created followers and more so I in fact wish to go for the produced.
by or possibly the fans due to the fact that I want to keep an eye on my employee that are actually following this so I will you know 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 lot of options readily available within streak is actually among the easiest and among the most uh you know flexible out there it’s very easy to use with templates we have tasks too within my job once again if I didn’t wish to go for these sales if I finished with projects then I can choose the task stages right here and once again the fields the procedure is going to be comparable you will choose these phases from here on this plus button here and you can likewise provide it various various colors we likewise have service Dev here you can see then we have employing so if you do employing then this is going to be your stages job search financier fundraising others property assistance and customized So within our support you can see we have actually incoming designated working on resolved and noise this is actually pretty good and we likewise have custom-made where I can really start something from the scratch absolutely according to my service for me we just have the sales so I’m gon na opt for 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 go with the shared one here and click create now it will simply take a second for a street to develop a pipeline for me so you can see this actually looks respectable now I will be able to include my Lead Series so you can really click this drop down and we have handle stage or rename so as I continue as I include different leads here what I I will do is I’ll just merely 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 brand-new and click on enter so now you can see we have actually one lead developed let’s state that there is really 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 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 simply gon na work this way now you can see we have 2 leads then let’s state there was a gotten in touch with as well there’s one working out so I’ll just merely click brand-new now when you produce a lead we can really click on this link and it will now open up the various fields that we included so this is a new Elite that I developed and we have all of these various columns we have the fields that we produced remember and after that we have invite colleagues so from here I can invite the staff member we have include columns we have emails files and remarks you can change to the e-mails and it will show you the emails that you got in files we can even upload files and then we have the comments at the top here again we have the call log we have our meeting notes and we even have our.
accessories so this is how you produce a lead within your when you’re finished with this you can actually click on get in and it will be closed now it will show you something like this we have all of our information 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 choose different leads from here the stages and we can carry out bulk actions such as deleting and sharing too uh another thing with srix at the top you will have the ability to see we have private option we have these three dots where we can discover these stages Combinations and automation this is one of the essential ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer information for notices for automations custom-made develops and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they really quickly and produce our CSV files similarly now I can change to my various folders that we have here and I can develop a brand-new pipeline we can switch to our basic Gmail very easily from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have actually developed we will even have our merge e-mails now with our so this is the combine e-mail and with combine e-mail what takes place is I can in fact develop a follow-up e-mails and various storage e-mails here and we have active instructs so utilizing is actually easy you can start for free by simply adding the integration and now you understand how to use as a complete beginner do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me provide some context about my profession and how it associates with. As a self-employed reporter, I have actually worked with many customers, handled numerous projects all at once, and kept a comprehensive network of contacts. Balancing these obligations can be overwhelming, and I acknowledged the requirement for a centralized system to enhance my operations.
In my mission for a solution, I explored numerous platforms but found them to be either too pricey 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 client relationship management tool that flawlessly incorporates with Gmail, making it ideal for freelance reporters who heavily count on e-mail communication. Here are some key advantages of using for your freelance journalism working with procedure:.
Instinctive Email Tracking and Organization:.
permits you to track and organize your emails easily, giving you a clear introduction of your interactions with customers, leads, and collaborators.
You can create customizable pipelines directly within your inbox, making it simple to handle and monitor the progress of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to envision and manage your sales process from list building to job conclusion.
You can classify contacts, create custom stages, set suggestions, and track interactions, guaranteeing that no chance slips through the fractures.
Smooth Partnership and Teamwork:.
facilitates cooperation by permitting you to share pipelines and communicate with employee within the platform.
You can assign tasks, share essential e-mails, and work together in real-time, enhancing performance and ensuring everybody remains on the same page.
‘s flexible workflow system allows you to customize your pipelines and automate repetitive jobs.
You can develop templates for common e-mail responses, schedule follow-ups, and set up pointers, saving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, uses advantages in regards to coding and software advancement. Here’s how:.
supplies a robust API and comprehensive designer documentation, making it easy to incorporate with other tools and develop custom options.
This flexibility enables freelance journalists with coding skills to extend the performance of and customize it to their particular requirements.
Task Management for Software Development:.
‘s pipeline function can be adapted to handle software application development jobs, from ideation to implementation.
You can produce custom stages for different advancement stages, assign tasks to staff member, and track progress effectively.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive interface and easy-to-use features, decreasing the finding out curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collaborative functions that boost team effort and communication.
Developer-friendly API for combination and customization.
Economical option for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation functions.
Dependence on Gmail for complete functionality, restricting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
uses a more budget friendly option, particularly for freelancers and small businesses.
HubSpot has a totally free version, but advanced functions need a higher-tier paid subscription.
Functions and Complexity:.
offers a more extensive suite of features, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Both and integrate with different third-party tools.
‘s seamless combination with Gmail is beneficial for users greatly reliant on e-mail interaction.
As a self-employed reporter, managing your hiring procedure and client relationships is vital to your success. offers a instinctive and budget-friendly service that flawlessly incorporates with Gmail, allowing you to streamline your operations and focus on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a content, editor, or writer creator, can empower you to take control of your freelance journalism profession by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.