As an experienced freelance journalist, I understand the challenges of managing jobs, tracking leads, and nurturing customer relationships. In this short article, I will delve into the advantages of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey men invite back in this video I will be showing you how to utilize Streak Crm Trial for your client relations partnership communication and far more so let’s get into it first off you require 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 Hub 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 total newbie 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 actually get into the process now is readily available as an extension and it’s completely complimentary so as soon as you get to the website you’ll get this alternative 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 add to Chrome click on ADD extension and your extension will be included fine 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 sign in make sure to sign.
into the exact same Gmail that you have actually included the uh you know streak to now it will ask you for your gain access to and we’re gon na just scroll down and click on allow after including this is what your Gmail will look like now you can see here in our easy you know folders we are getting just recently seen all tracked emails and upgraded reply and after that we have this brand-new choice 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 resembles our new control panel for here I’ll be able 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 produce a new pipeline let’s really do that you will click new pipeline here and we have various options to start with we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have a lead contacted pitched demo working out close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last email last e-mail from lead Source priority industry deal size company size close rate email thread count days and state and notes so if you want to include another stage you will click this Plus on top and you will provide your stage a name let’s state that you actually wanted to develop another um you understand phase here for instance let’s say I didn’t have no strings so I can create right here.
and you can give it your color so we can really select various colors for each of the stages however I think all of these are in fact currently created so this is really pretty outstanding what I will do is I will really get rid of this one and if you seem like there is um I believe pitched and demo are sort of like the exact same thing we simply choose the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s get rid of the demo 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 this plus here and we have free type 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 choose this one here this is the field that was actually missing out on and I’ll in fact reorganize and put the notes here all right e-mail thread count close date alright business’s size deal size and Company size all right let’s get rid of the business size and I’m gon na in fact find something else within the basic where we have created by date produced followers and more so I in fact wish to choose the developed.
by or perhaps the followers since I wish to monitor my employee that are actually 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 great deal of options offered within streak is in fact one of the simplest and among the most uh you understand flexible out there it’s very easy to use with design templates we have projects too within my task once again if I didn’t want to choose these sales if I did with projects then I can choose the task stages right here and again the fields the process is going to be similar you will pick these phases from here on this plus button here and you can likewise provide it different different colors we also have company 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 financier fundraising others property assistance and customized So within our assistance you can see we have actually inbound appointed working on solved and sound this is really respectable and we also have custom-made where I can really start something from the scratch totally according to my company for me we just have the sales so I’m gon na choose the sales here and click on develop private or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click on produce 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 actually click on this fall and we have handle phase or rename so as I continue as I include various 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 on ADD box here and I’m going to add a box in the lead area here and let’s just call it brand-new and click get in so now you can see we have one lead developed 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 brand-new I’m going to include another lead let’s call it brand-new 2 we can in fact open this up in a brand-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 say there was a gotten in touch with also there’s one working out so I’ll just merely click on brand-new now once you develop a lead we can really click on this link and it will now open the different fields that we added so this is a new Elite that I developed and we have all of these various columns we have the fields that we produced keep in mind and after that we have invite colleagues so from here I can welcome the employee we have add columns we have e-mails files and comments you can change to the emails and it will show you the emails that you got in files we can even submit 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.
accessories so this is how you produce a lead within your once you’re finished with this you can actually click on go into 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 called 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 perform bulk actions such as erasing and sharing also uh one more thing with srix at the top you will be able 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 on this link and you’ll be able to actually incorporate um other apps within yourr transfer information for alerts for automations custom-made builds and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely quickly and develop our CSV files likewise now I can change to my different folders that we have here and I can develop a new pipeline we can switch to our easy Gmail very quickly from here and it will likewise show me the e-mails that I will be getting 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 combine email what happens is I can really develop a follow-up e-mails and different storage e-mails here and we have active advises so using is really simple you can begin for free by simply adding the combination and now you know how to utilize as a total newbie don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me offer some context about my career and how it associates with. As an independent reporter, I have actually dealt with many clients, managed several projects concurrently, and preserved an extensive network of contacts. Balancing these responsibilities can be overwhelming, and I recognized the requirement for a central system to improve my operations.
In my quest for a solution, I explored numerous platforms however found them to be either too costly or too complicated for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly incorporates with Gmail, making it ideal for independent journalists who heavily rely on e-mail interaction. Here are some key advantages of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Company:.
permits you to track and organize your emails effortlessly, providing you a clear introduction of your interactions with customers, leads, and partners.
You can develop personalized pipelines directly within your inbox, making it simple to monitor the progress and manage of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to picture and manage your sales process from list building to job completion.
You can classify contacts, develop customized phases, set suggestions, and track interactions, guaranteeing that no opportunity slips through the fractures.
Seamless Cooperation and Team Effort:.
facilitates collaboration by allowing you to share pipelines and interact with employee within the platform.
You can designate jobs, share essential e-mails, and work together in real-time, enhancing performance and ensuring everyone stays on the very same page.
Customizable Workflows:.
‘s flexible workflow system allows you to personalize your pipelines and automate repeated jobs.
You can develop templates for typical e-mail reactions, schedule follow-ups, and set up pointers, conserving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, offers advantages in terms of coding and software application development. Here’s how:.
Developer-Friendly Integration:.
provides a robust API and substantial designer paperwork, making it easy to incorporate with other tools and construct customized options.
This flexibility allows independent journalists with coding skills to extend the performance of and customize it to their particular needs.
Job Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to handle software development projects, from ideation to deployment.
You can create customized phases for various development phases, designate jobs to team members, and track development effectively.
Pros and Cons of
Pros:.
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive user interface and user friendly functions, minimizing the discovering curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collaborative features that enhance team effort and interaction.
Developer-friendly API for combination and customization.
Cost-effective option for freelancers and small companies.
Cons:.
Limited reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation features.
Reliance on Gmail for complete functionality, limiting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While deals considerable benefits for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
Cost:.
offers a more affordable option, particularly for freelancers and small companies.
HubSpot has a complimentary version, however advanced functions need a higher-tier paid subscription.
Functions and Complexity:.
offers a more thorough suite of functions, consisting of innovative marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Combination:.
Both and integrate with numerous third-party tools.
‘s smooth integration with Gmail is useful for users heavily reliant on email communication.
Conclusion:.
As a freelance reporter, handling your hiring procedure and customer relationships is paramount to your success. offers a budget friendly and user-friendly service that effortlessly integrates with Gmail, enabling you to enhance your operations and focus on your craft. While it might not have the innovative features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a material, writer, or editor developer, can empower you to take control of your freelance journalism profession by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.