As an experienced freelance journalist, I understand the difficulties of handling projects, tracking leads, and nurturing client relationships. In this post, I will dig into the benefits of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for novices hey people invite back in this video I will be showing you how to utilize Streak Streak Crm for your customer relations partnership interaction and much more so let’s enter into it to start with 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 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 incredible and I’ll reveal you how to do that as a complete newbie it will help you personalize a perfect procedure for your team and you will be able to get your work done now let’s really enter into the procedure now is readily available as an extension and it’s completely totally free so once you get to the site you’ll get this alternative here which is add 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 on 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 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 merely sign in make sure 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 just scroll down and click on allow after adding this is what your Gmail will look like now you can see here in our simple you know folders we are getting just recently viewed all tracked e-mails and updated reply and then we have this brand-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 new dashboard for here I’ll be able to develop a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go develop a new pipeline let’s really do that you will click on brand-new pipeline here and we have different choices to start with we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have actually a lead called pitched demo working out close phone closed uh you know then we have supporting all right then we have Fields so in fields we have a date of last e-mail last email from lead Source concern industry offer size company size close rate email thread count days and state and keeps in mind so if you wish to include another stage you will click on this Plus at the top and you will offer your stage a name let’s say that you actually wanted to develop another um you understand phase here for instance 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 pick different colors for each of the stages however I think all of these are actually currently produced so this is in fact quite outstanding what I will do is I will in fact eliminate this one and if you feel like there is um I think pitched and demonstration are type of like the very same thing we simply go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s eliminate the demo here and then we have working out 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 different fields that you want so you will click on this plus here and we have totally free form a date check box drop down General e-mail email 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 opt for this one here this is the field that was actually missing out on and I’ll actually reorganize and put the notes here okay e-mail thread count close date all right company’s size deal size and Company size fine let’s get rid of the company size and I’m gon na in fact discover something else within the general where we have produced by date created followers and more so I actually wish to opt for the created.
by or maybe the fans because I wish to monitor 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 desired for my pipeline now you can see there are a great deal of alternatives readily available within streak is really one of the easiest and one of the most uh you understand versatile out there it’s extremely easy to use with templates we have tasks too within my job once again if I didn’t wish to go for these sales if I made with tasks then I can choose the task phases right here and again the fields the procedure is going to be comparable you will pick these stages from here on this plus button here and you can likewise give it different different colors we likewise have service Dev here you can see then we have hiring so if you do employing then this is going to be your stages task search investor fundraising others property support and customized So within our assistance you can see we have incoming assigned dealing with solved and noise this is really respectable and we also have custom where I can actually start something from the scratch totally according to my service for me we merely have the sales so I’m gon na go with the sales here and click create personal or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click produce now it will simply take a second for a street to produce a pipeline for me so you can see this really looks respectable now I will have the ability to add my Lead Series so you can actually click this drop down and we have manage phase or rename so as I proceed as I include different leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click 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 on get in so now you can see we have one lead produced let’s say that there is actually 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 2 we can actually 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 2 leads then let’s say there was a gotten in touch with as well there’s one working out so I’ll just simply click brand-new now once you create a lead we can in fact click here and it will now open 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 produced keep in mind and after that we have invite colleagues so from here I can invite the team members we have add columns we have emails files and remarks you can change to the e-mails and it will reveal you the e-mails that you got in files we can even submit 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.
attachments so this is how you create a lead within your as soon as you’re made 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 gathered 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 choose different leads from here the stages and we can perform bulk actions such as deleting and sharing too uh one more thing with srix at the top you will be able to see we have personal option we have these three dots where we can discover these phases Combinations and automation this is one of the essential ones click here and you’ll be able to in fact integrate um other apps within yourr transfer data for notices for automations custom-made 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 quickly and develop our CSV files similarly now I can switch to my different folders that we have here and I can produce a new pipeline we can switch to our easy Gmail very quickly from here and it will also reveal me the emails that I will be getting for my pipelines that I have developed we will even have our combine e-mails now with our so this is the combine email and with merge e-mail what occurs is I can actually produce a follow-up e-mails and various storage e-mails here and we have active instructs so utilizing is really easy you can begin for free by just adding the integration and now you know how to utilize as a complete beginner do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me offer some context about my career and how it relates to. As a freelance journalist, I’ve dealt with numerous customers, handled numerous projects all at once, and preserved a comprehensive network of contacts. Juggling these duties can be overwhelming, and I acknowledged the requirement for a centralized system to improve my operations.
In my quest for a solution, I checked out numerous platforms but 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.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly incorporates with Gmail, making it perfect for self-employed journalists who greatly depend on e-mail communication. Here are some key advantages of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Organization:.
enables you to track and organize your e-mails effortlessly, providing you a clear summary of your communications with customers, leads, and collaborators.
You can develop adjustable pipelines directly within your inbox, making it simple to monitor the development and manage of your tasks and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to envision and handle your sales process from lead generation to job conclusion.
You can classify contacts, produce custom phases, set reminders, and track interactions, making sure that no opportunity slips through the fractures.
Seamless Collaboration and Team Effort:.
helps with cooperation by enabling you to share pipelines and interact with team members within the platform.
You can appoint jobs, share essential e-mails, and team up in real-time, improving productivity and making sure everybody stays on the exact same page.
‘s flexible workflow system enables you to customize your pipelines and automate recurring tasks.
You can create design templates for typical e-mail reactions, schedule follow-ups, and established tips, saving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in independent journalism, uses benefits in terms of coding and software application development. Here’s how:.
provides a robust API and comprehensive developer paperwork, making it simple to incorporate with other tools and construct customized options.
This flexibility allows independent reporters with coding abilities to extend the performance of and tailor it to their particular needs.
Project Management for Software Application Development:.
‘s pipeline feature can be adapted to handle software application advancement jobs, from ideation to implementation.
You can produce customized stages for various advancement stages, appoint jobs to staff member, and track development effectively.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive interface and user friendly functions, decreasing the discovering curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collective features that boost teamwork and communication.
Developer-friendly API for integration and modification.
Cost-effective option for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation functions.
Dependence on Gmail for complete functionality, limiting compatibility with other email companies.
Contrast with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more budget friendly option, especially for freelancers and small companies.
HubSpot has a free version, however advanced features require a higher-tier paid subscription.
Functions and Intricacy:.
provides a more detailed suite of features, including advanced marketing automation and analytics.
concentrates on simpleness and ease of use, using a structured experience.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is advantageous for users greatly reliant on e-mail interaction.
As an independent journalist, handling your hiring process and customer relationships is paramount to your success. offers a budget friendly and instinctive solution that perfectly integrates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it may not have the innovative functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a writer, editor, or content developer, can empower you to take control of your freelance journalism career by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.