As an experienced freelance journalist, I understand the obstacles of handling jobs, tracking leads, and nurturing customer relationships. In this post, I will dig into the benefits of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for beginners hey people welcome back in this video I will be revealing you how to utilize Streak Partner Crm for your consumer relations cooperation interaction and a lot more so let’s get into it first off you need 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 Hub and we can actually turn our Gmail into a platform which is really amazing and I’ll show you how to do that as a complete beginner it will help you personalize a best procedure for your group and you will have the ability to get your work done now let’s really enter the process now is available as an extension and it’s completely totally free 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 contribute to Chrome click 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 simply sign in ensure to sign.
into the very same Gmail that you have actually included the uh you understand streak to now it will ask you for your gain access to and we’re gon na just scroll down and click permit 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 e-mails and upgraded reply and then we have this brand-new choice 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 dashboard for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go develop a brand-new pipeline let’s really do that you will click on brand-new pipeline here and we have different choices first off we have the stages so this is where you will select these stages for your pipeline and you can in fact we have a lead called pitched demonstration working out close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last email last e-mail from lead Source priority industry offer size company size close rate email thread count days and state and notes so if you want to include another phase you will click on this Plus at the top and you will give your stage a name let’s say that you actually wished to develop another um you know stage here for instance let’s state I didn’t have no strings so I can develop right here.
and you can offer it your color so we can in fact choose different colors for each of the stages however I believe all of these are in fact currently created so this is in fact quite excellent 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 kind of like the very same thing we just go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s eliminate the demo here and then we have negotiating with negotiating I can opt for 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 kind a date check box fall General email e-mail tracking task 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 go with this one here this is the field that was really missing and I’ll in fact rearrange 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 eliminate the company size and I’m gon na in fact discover something else within the general where we have actually produced by date created followers and more so I in fact want to opt for the developed.
by or perhaps the fans since I wish to monitor my employee that are actually 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 lot of options available within streak is actually one of the easiest and among the most uh you know flexible out there it’s really easy to use with design templates we have projects too within my job again if I didn’t want to go for these sales if I finished with projects then I can opt for the task stages right here and once 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 give it various various colors we also have organization Dev here you can see then we have hiring so if you do hiring then this is going to be your stages task search investor fundraising others realty assistance and custom-made So within our support you can see we have actually inbound assigned dealing with resolved and sound this is really pretty good and we also have custom where I can really start something from the scratch absolutely according to my organization for me we simply have the sales so I’m gon na go with 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 pretty good now I will have the ability to include my Lead Series so you can in fact click this fall and we have manage phase or rename so as I continue as I add various 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 on ADD box here and I’m going to include a box in the lead section here and let’s simply call it new and click go into so now you can see we have actually one lead created let’s state 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 two we can actually 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 two leads then let’s state there was a gotten in touch with also there’s one negotiating so I’ll just simply click on new now when you create a lead we can actually click here and it will now open up the various fields that we added so this is a brand-new Elite that I developed and we have all of these different columns we have the fields that we produced remember and then we have invite colleagues so from here I can welcome the employee we have add columns we have e-mails files and remarks you can switch to the e-mails and it will reveal you the emails that you got in files we can even upload files and then we have the remarks at the top here once again we have the call log we have our meeting notes and we even have our.
attachments so this is how you create a lead within your once you’re finished with this you can actually click 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 2 leads one gotten in touch with and something like this and this is where you will be getting your list we can select different leads from here the stages and we can perform bulk actions such as erasing and sharing too uh one more thing with srix on top you will be able to see we have personal choice we have these three dots where we can find these stages Integrations and automation this is among the essential ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer data for notifications for automations custom-made constructs and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information 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 easy Gmail extremely quickly from here and it will also show me the emails that I will be receiving for my pipelines that I have produced we will even have our merge emails now with our so this is the merge email and with combine email what occurs is I can really create a follow-up e-mails and various storage emails here and we have active advises so using is truly simple you can get going free of charge by just adding the combination and now you understand how to use as a total beginner don’t.
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 freelance reporter, I’ve worked with many customers, handled multiple projects concurrently, and maintained an extensive network of contacts. Balancing these duties can be overwhelming, and I acknowledged the requirement for a centralized system to enhance my operations.
In my quest for a solution, I checked out different platforms but found them to be either too pricey 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 client relationship management tool that flawlessly incorporates with Gmail, making it ideal for freelance reporters who greatly depend on e-mail interaction. Here are some crucial advantages of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Organization:.
allows you to track and organize your emails easily, offering you a clear summary of your interactions with clients, leads, and partners.
You can create personalized pipelines straight within your inbox, making it simple to manage and keep track of the progress of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales procedure from lead generation to job conclusion.
You can categorize contacts, develop custom phases, set reminders, 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 staff member within the platform.
You can assign tasks, share essential emails, and work together in real-time, enhancing efficiency and ensuring everybody stays on the very same page.
‘s flexible workflow system enables you to customize your pipelines and automate recurring tasks.
You can develop templates for common email reactions, schedule follow-ups, and established reminders, conserving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, uses advantages in regards to coding and software application advancement. Here’s how:.
provides a robust API and substantial designer documentation, making it easy to incorporate with other tools and develop custom-made options.
This versatility permits self-employed reporters with coding skills to extend the performance of and tailor it to their particular needs.
Project Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to manage software development projects, from ideation to deployment.
You can develop custom-made phases for different advancement phases, assign tasks to employee, and track progress efficiently.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive interface and user friendly functions, minimizing the discovering curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collaborative features that enhance teamwork and interaction.
Developer-friendly API for integration and customization.
Cost-efficient option for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation functions.
Reliance on Gmail for full functionality, limiting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more economical option, especially for freelancers and small companies.
HubSpot has a totally free version, however advanced features need a higher-tier paid subscription.
Features and Intricacy:.
provides a more extensive suite of features, consisting of advanced marketing automation and analytics.
focuses on simpleness and ease of use, offering a structured experience.
Both and integrate with numerous third-party tools.
‘s seamless integration with Gmail is useful for users heavily reliant on email interaction.
As an independent journalist, handling your hiring process and client relationships is vital to your success. offers a instinctive and affordable option that perfectly integrates with Gmail, allowing you to improve your operations and concentrate on your craft. While it might not have the innovative features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a content, writer, or editor developer, can empower you to take control of your freelance journalism profession by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.