As a seasoned freelance reporter, I comprehend the challenges of handling tasks, tracking leads, and supporting client relationships. In this post, I will delve into the benefits of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for newbies hey guys invite back in this video I will be showing you how to use Streak Crm Vs Dynamics for your consumer relations collaboration interaction and a lot more so let’s get into it to start with you need to go to streak.com and you will arrive on this website right here now is a sort of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is actually fantastic and I’ll show you how to do that as a complete newbie it will help you tailor a best process for your group and you will have the ability to get your work done now let’s in fact enter the process now is offered as an extension and it’s entirely totally free so when you get to the site you’ll get this alternative here which is contribute 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 all right 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 just sign in make certain 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 enable after adding 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 e-mails and updated 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 merges so you can see this is like our brand-new dashboard for here I’ll be able to create a brand-new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go create a brand-new pipeline let’s really do that you will click brand-new pipeline here and we have different choices first off we have the stages so this is where you will select these phases for your pipeline and you can actually we have a lead called pitched demo negotiating close phone closed uh you understand then we have nurturing alright then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority market offer size company size close rate e-mail thread count days and state and notes so if you wish to include another stage you will click on this Plus at the top and you will provide your stage a name let’s state that you really wanted to produce another um you understand stage here for example let’s state I didn’t have no strings so I can create right here.
and you can offer it your color so we can in fact choose different colors for each of the stages but I believe all of these are actually currently created so this is really pretty impressive what I will do is I will really get rid of this one and if you feel like there is um I believe pitched and demonstration are sort of like the very same thing we just choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s eliminate the demo here and then we have negotiating with negotiating I can choose 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 want so you will click this plus here and we have totally free kind a date check box fall General email email tracking task calls and meetings 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 opt for this one here this is the field that was actually missing and I’ll in fact reorganize and put the notes here okay email thread count close date all right business’s size offer size and Company size all right let’s get rid of the business size and I’m gon na really discover something else within the general where we have produced by date created fans and more so I in fact wish to go for the created.
by or maybe the fans since I wish to keep an eye on my team members 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 wanted for my pipeline now you can see there are a great deal of alternatives readily available within streak is really among the simplest and one of the most uh you understand versatile out there it’s extremely easy to use with templates we have jobs too within my job again if I didn’t wish to choose these sales if I did with jobs then I can choose the job phases right here and again the fields the procedure is going to be similar you will choose these phases from here on this plus button here and you can also provide it various various colors we likewise have service Dev here you can see then we have working with so if you do employing then this is going to be your stages job search financier fundraising others realty assistance and custom-made So within our support you can see we have actually inbound assigned working on dealt with and noise this is actually respectable and we also have custom where I can in fact start something from the scratch totally according to my organization for me we just have the sales so I’m gon na go with the sales here and click on create 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 develop now it will simply take a second for a street to produce 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 actually click on this fall and we have manage phase 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 add it click on the top here include 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 go into so now you can see we have actually one lead produced 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 include another lead let’s call it brand-new 2 we can in fact open this up in a new tab from here too however I’m just for now I’m simply gon na work in this manner now you can see we have 2 leads then let’s say there was a contacted as well there’s one working out so I’ll just merely click on new now once you create 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 brand-new Elite that I produced and we have all of these different columns we have the fields that we created remember and then we have invite teammates so from here I can invite the team members we have include columns we have e-mails files and remarks you can change to the emails and it will show you the e-mails that you got in files we can even publish files and after that we have the comments at the top here again we have the call log we have our conference notes and we even have our.
accessories so this is how you produce a lead within your when you’re made with this you can really click on enter 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 choose various leads from here the stages and we can perform bulk actions such as erasing and sharing also uh another thing with srix at the top you will have the ability to see we have private option we have these 3 dots where we can discover these stages Integrations and automation this is one of the crucial ones click on this link and you’ll be able to actually incorporate um other apps within yourr transfer data for notices for automations customized develops and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they extremely quickly and develop our CSV files similarly now I can change to my various folders that we have here and I can produce a brand-new pipeline we can switch to our basic Gmail really easily from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have created we will even have our merge e-mails now with our so this is the merge e-mail and with combine email what happens is I can in fact develop a follow-up e-mails and various storage e-mails here and we have active advises so using is actually simple you can get going for free by simply adding the integration and now you understand how to utilize as a complete newbie 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 connects to. As an independent journalist, I have actually dealt with numerous customers, managed several projects at the same time, and preserved an extensive network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the requirement for a central system to streamline my operations.
In my quest for a solution, I explored numerous platforms but found them to be either too expensive 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 customer relationship management tool that seamlessly incorporates with Gmail, making it ideal for freelance journalists who heavily count on e-mail communication. Here are some key advantages of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Organization:.
enables you to track and organize your emails effortlessly, offering you a clear introduction of your communications with customers, leads, and partners.
You can develop adjustable pipelines straight within your inbox, making it easy to handle and keep an eye on the progress of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to picture and manage your sales procedure from list building to project completion.
You can classify contacts, create customized stages, set pointers, and track interactions, making sure that no chance slips through the cracks.
Seamless Collaboration and Team Effort:.
helps with collaboration by enabling you to share pipelines and interact with staff member within the platform.
You can designate jobs, share important e-mails, and work together in real-time, improving efficiency and guaranteeing everybody remains on the exact same page.
‘s flexible workflow system enables you to customize your pipelines and automate repeated jobs.
You can produce templates for common email reactions, schedule follow-ups, and set up pointers, saving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, offers benefits in terms of coding and software application advancement. Here’s how:.
provides a robust API and comprehensive developer documents, making it simple to integrate with other tools and construct customized solutions.
This flexibility allows self-employed journalists with coding abilities to extend the functionality of and customize 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 implementation.
You can develop custom-made stages for various advancement phases, designate tasks to staff member, and track development efficiently.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and easy-to-use features, lessening the discovering curve.
Customizable pipelines and workflows to adapt to private requirements.
Collective functions that enhance team effort and interaction.
Developer-friendly API for integration and modification.
Cost-effective option for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation functions.
Reliance on Gmail for full performance, restricting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more economical solution, especially for freelancers and small businesses.
HubSpot has a complimentary variation, however advanced features need a higher-tier paid subscription.
Features and Complexity:.
supplies a more thorough suite of features, consisting of advanced marketing automation and analytics.
focuses on simpleness and ease of use, using a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s smooth integration with Gmail is advantageous for users greatly reliant on email interaction.
As a self-employed journalist, managing your hiring process and customer relationships is critical to your success. offers a cost effective and user-friendly service that perfectly incorporates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it may not have the sophisticated features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a material, editor, or writer 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 ventures.