As an experienced freelance journalist, I comprehend the difficulties of managing projects, tracking leads, and supporting client relationships. In this article, I will delve into the benefits of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey people invite back in this video I will be showing you how to utilize Streak Crm Vs Others for your client relations partnership communication and much more so let’s get into it to start with you require 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 basic Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is actually remarkable and I’ll show you how to do that as a complete novice it will assist you customize an ideal procedure for your group and you will have the ability to get your work done now let’s in fact enter into the procedure now is available as an extension and it’s totally free so once you get to the website you’ll get this choice 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 on ADD extension and your extension will be added all right 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 just sign in make sure to sign.
into the exact same Gmail that you have added the uh you understand streak to now it will ask you for your access and we’re gon na merely scroll down and click enable after including this is what your Gmail will look like now you can see here in our easy you understand folders we are getting just recently viewed all tracked emails and upgraded reply and then 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 resembles our brand-new control panel for here I’ll have the ability to create a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go produce a brand-new pipeline let’s really do that you will click new pipeline here and we have different options firstly we have the stages so this is where you will pick these phases for your pipeline and you can really we have a lead gotten in touch with pitched demo negotiating close phone closed uh you understand then we have supporting alright then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority market deal size company size close rate e-mail thread count days and state and keeps in mind so if you wish to add another phase you will click on this Plus on top and you will provide your stage a name let’s say that you in fact wanted to create another um you understand stage 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 really pick different colors for each of the stages however I think all of these are really already produced so this is really pretty outstanding what I will do is I will really eliminate this one and if you seem like there is um I believe pitched and demonstration are kind of like the very same thing we just opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s eliminate the demo here and after that we have working out 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 desire so you will click on this plus here and we have complimentary form a date check box fall General email email tracking job calls and meetings so I don’t 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 rearrange and put the notes here all right e-mail thread count close date all right company’s size offer size and Business size all right let’s eliminate the company size and I’m gon na really find something else within the basic where we have actually developed by date created fans and more so I in fact want to go for the created.
by or perhaps the followers due to the fact that 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 a few of the fields that I desired for my pipeline now you can see there are a lot of alternatives readily available within streak is really one of the most convenient and among the most uh you know versatile out there it’s very easy to use with templates we have jobs too within my job again if I didn’t want to choose these sales if I finished with tasks then I can choose the project phases right here and once again the fields the procedure is going to be comparable you will select these phases from here on this plus button here and you can also offer it various various colors we likewise 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 realty support and custom So within our support you can see we have incoming appointed dealing with dealt with and noise this is actually pretty good and we also have custom where I can in fact start something from the scratch totally according to my business for me we just have the sales so I’m gon na choose the sales here and click on produce private or.
shared so I will be sharing this with an employee so I’m going to choose 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 be able to include my Lead Series so you can actually click on this fall and we have manage phase or relabel so as I proceed as I add 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 add a box in the lead section here and let’s just call it new and click on get in so now you can see we have actually one lead developed let’s say 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 add another lead let’s call it new two 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 by doing this now you can see we have 2 leads then let’s say there was a called too there’s one negotiating so I’ll just simply click on brand-new now as soon as you develop a lead we can in fact click here and it will now open up the different fields that we added so this is a new Elite that I created and we have all of these different columns we have the fields that we created keep in mind and after that we have invite teammates so from here I can invite the staff member we have add columns we have e-mails files and remarks you can change to the e-mails and it will show you the e-mails that you got in files we can even upload 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.
attachments so this is how you produce a lead within your once you’re done with this you can really click go into and it will be closed now it will reveal you something like this we have all of our data gathered here and at the top we’re getting our account such as 2 leads one called and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh one more thing with srix on top you will have the ability to see we have personal choice we have these three dots where we can discover these phases Integrations and automation this is one of the important ones click here and you’ll have the ability to in fact incorporate um other apps within yourr transfer information for notifications for automations custom builds and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they really easily and create our CSV files similarly now I can change to my different folders that we have here and I can produce a new pipeline we can change to our simple Gmail really quickly from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have actually created we will even have our combine e-mails now with our so this is the merge e-mail and with merge e-mail what takes place is I can really develop a follow-up e-mails and different storage emails here and we have active instructs so utilizing is actually easy you can get going free of charge by just adding the combination and now you understand how to use as a complete beginner do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me offer some context about my profession and how it relates to. As an independent reporter, I have actually worked with numerous customers, handled several tasks concurrently, and preserved a substantial network of contacts. Balancing these duties can be frustrating, and I acknowledged the need for a centralized system to streamline my operations.
In my quest for an option, I explored different platforms but found them to be either too costly or too complex for my freelance setup. That’s when I found, a game-changer in the self-employed 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 count on email interaction. Here are some key benefits of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Organization:.
permits you to track and organize your emails easily, providing you a clear overview of your communications with clients, leads, and partners.
You can produce customizable pipelines straight within your inbox, making it easy to monitor the progress and manage of your jobs and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and manage your sales procedure from list building to job completion.
You can categorize contacts, create custom stages, set pointers, and track interactions, ensuring that no chance slips through the cracks.
Seamless Cooperation and Teamwork:.
assists in collaboration by permitting you to share pipelines and communicate with employee within the platform.
You can designate jobs, share crucial e-mails, and team up in real-time, boosting efficiency and guaranteeing everybody stays on the same page.
‘s flexible workflow system enables you to customize your pipelines and automate repeated tasks.
You can develop templates for common e-mail reactions, schedule follow-ups, and set up pointers, saving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, uses benefits in regards to coding and software application advancement. Here’s how:.
supplies a robust API and comprehensive developer documentation, making it easy to incorporate with other tools and develop custom services.
This flexibility permits self-employed journalists with coding abilities to extend the performance of and customize it to their particular needs.
Task Management for Software Development:.
‘s pipeline feature can be adapted to handle software development jobs, from ideation to implementation.
You can develop customized phases for various development phases, designate jobs to team members, and track progress efficiently.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly user interface and easy-to-use functions, reducing the learning curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collective features that improve teamwork and interaction.
Developer-friendly API for combination and modification.
Cost-efficient option for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation functions.
Reliance on Gmail for full functionality, limiting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
provides a more budget friendly option, specifically for freelancers and small companies.
HubSpot has a free version, but advanced features need a higher-tier paid subscription.
Functions and Intricacy:.
provides a more comprehensive suite of features, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, providing a streamlined experience.
Both and integrate with numerous third-party tools.
‘s smooth combination with Gmail is useful for users heavily reliant on e-mail communication.
As an independent reporter, managing your hiring process and customer relationships is paramount to your success. offers a inexpensive and instinctive option that effortlessly integrates with Gmail, enabling you to streamline your operations and focus on your craft. While it might not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a content, editor, or writer developer, can empower you to take control of your freelance journalism career by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.