As a skilled freelance journalist, I understand the difficulties of managing tasks, tracking leads, and nurturing client relationships. In this short article, I will delve into the benefits of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for novices hey men invite back in this video I will be showing you how to utilize Streak Inc Crm for your consumer relations partnership interaction and much more so let’s get into it to start with you require to go to streak.com and you will land on this site right here now is a sort 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 truly amazing and I’ll reveal you how to do that as a total novice it will assist you customize a perfect procedure for your group and you will be able to get your work done now let’s in fact enter into the procedure now is readily available as an extension and it’s completely complimentary so once 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 add to Chrome click on ADD extension and your extension will be included alright it’s done and now it is contributing 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 check in make certain to sign.
into the same Gmail that you have actually added the uh you know streak to now it will ask you for your access and we’re gon na simply scroll down and click on enable after including this is what your Gmail will look like now you can see here in our simple you understand folders we are getting recently viewed all tracked emails and upgraded reply and then we have this brand-new option 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 new dashboard 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 create a new pipeline let’s in fact do that you will click new pipeline here and we have different choices first of all we have the stages so this is where you will choose these stages for your pipeline and you can really we have actually a lead gotten in touch with pitched demonstration working out 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 industry deal size company size close rate e-mail thread count days and state and notes so if you want to add another stage you will click on this Plus at the top and you will provide your stage a name let’s state that you in fact wished to create 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 really pick various colors for each of the stages however I believe all of these are in fact already created so this is really pretty outstanding what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demonstration are kind of like the exact same thing we simply opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s get rid of the demonstration 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 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 complimentary form a date check box fall General email email 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 choose this one here this is the field that was actually missing and I’ll actually rearrange and put the notes here okay email thread count close date fine business’s size offer size and Company size alright let’s eliminate the business size and I’m gon na really find something else within the basic where we have produced by date developed followers and more so I in fact wish to go for the developed.
by or possibly the fans due to the fact that I want to track my team members that are in fact following this so I will you understand put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a great deal of options available within streak is really one of the easiest and among the most uh you know versatile out there it’s very easy to use with templates we have projects too within my task again if I didn’t want to go for these sales if I made with projects then I can opt for the project phases right here and once again the fields the procedure is going to be similar you will select these phases from here on this plus button here and you can also offer it different various colors we likewise have organization Dev here you can see then we have working with so if you do hiring then this is going to be your stages job search financier fundraising others realty support and custom-made So within our support you can see we have inbound assigned dealing with dealt with and noise this is in fact respectable and we likewise have custom where I can in fact start something from the scratch completely according to my business for me we just have the sales so I’m gon na choose 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 choose the shared one here and click develop now it will simply take a 2nd for a street to produce a pipeline for me so you can see this really looks respectable now I will have the ability to include my Lead Series so you can really click on this fall and we have manage stage or relabel so as I proceed 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 add 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 go into so now you can see we have one lead created let’s say that there is in fact closed one so I’m going to add one here let’s just for now let’s call it new I’m going to add another lead let’s call it new 2 we can really open this up in a brand-new tab from here too however I’m just for now I’m just gon na work in this manner now you can see we have 2 leads then let’s say there was a contacted too there’s one working out so I’ll just merely click new now when you develop a lead we can really click here and it will now open the various fields that we added so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we developed remember and then we have welcome colleagues so from here I can invite the employee we have add columns we have e-mails files and comments you can switch to the e-mails and it will reveal you the emails that you got in files we can even publish files and after that we have the remarks 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 create a lead within your once you’re finished with this you can actually click get in and it will be closed now it will show you something like this we have all of our data 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 select various leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh another thing with srix at the top you will be able to see we have private alternative we have these three dots where we can find these stages Combinations and automation this is one of the essential ones click on this link and you’ll be able to really incorporate um other apps within yourr transfer information for notices for automations custom builds and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they really quickly and produce our CSV files likewise now I can switch to my various folders that we have here and I can produce a new pipeline we can change to our simple Gmail very easily from here and it will also show me the e-mails that I will be getting for my pipelines that I have actually developed we will even have our merge emails now with our so this is the combine email and with merge email what occurs is I can actually develop a follow-up e-mails and various storage emails here and we have active advises so using is actually simple you can get started totally free by simply including the integration and now you know how to use as a complete novice do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me provide some context about my profession and how it relates to. As a self-employed journalist, I’ve dealt with various clients, handled several projects simultaneously, and preserved an extensive network of contacts. Juggling these duties can be frustrating, and I recognized the need for a central system to enhance my operations.
In my mission for an option, I explored different platforms however discovered them to be either too costly or too complicated for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly incorporates with Gmail, making it ideal for independent reporters who heavily depend on email communication. Here are some essential benefits of using for your freelance journalism working with process:.
Intuitive Email Tracking and Organization:.
enables you to track and arrange your e-mails easily, providing you a clear summary of your interactions with customers, leads, and collaborators.
You can create customizable pipelines directly within your inbox, making it easy to monitor the progress and handle of your assignments and projects.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to imagine and handle your sales procedure from lead generation to task completion.
You can classify contacts, develop custom-made stages, set tips, and track interactions, making sure that no opportunity slips through the fractures.
Seamless Cooperation and Team Effort:.
facilitates partnership by enabling you to share pipelines and communicate with team members within the platform.
You can designate tasks, share essential e-mails, and collaborate in real-time, boosting productivity and making sure everybody remains on the same page.
‘s flexible workflow system enables you to personalize your pipelines and automate recurring jobs.
You can produce templates for common email responses, schedule follow-ups, and established suggestions, saving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, provides advantages in terms of coding and software development. Here’s how:.
supplies a robust API and substantial designer documents, making it simple to integrate with other tools and build customized solutions.
This flexibility permits independent journalists with coding abilities to extend the functionality of and tailor it to their particular needs.
Job Management for Software Development:.
‘s pipeline feature can be adapted to handle software development jobs, from ideation to release.
You can develop customized phases for various advancement stages, designate jobs to team members, and track progress efficiently.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive interface and easy-to-use features, lessening the finding out curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collaborative functions that enhance team effort and communication.
Developer-friendly API for integration and modification.
Economical solution for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation features.
Reliance on Gmail for full performance, limiting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While offers considerable benefits for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more affordable service, especially for freelancers and small companies.
HubSpot has a complimentary variation, but advanced features require a higher-tier paid subscription.
Features and Complexity:.
offers a more detailed suite of functions, including sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is helpful for users greatly reliant on e-mail communication.
As a freelance journalist, managing your hiring procedure and client relationships is paramount to your success. offers a budget-friendly and user-friendly service that perfectly incorporates with Gmail, enabling you to streamline your operations and focus on your craft. While it might not have the innovative functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a author, editor, or content developer, can empower you to take control of your freelance journalism profession by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.