As a skilled freelance journalist, I understand the challenges of handling tasks, tracking leads, and nurturing customer relationships. In this short article, I will delve into the benefits of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey guys welcome back in this video I will be showing you how to use Suite Crm Vs Streak for your customer relations partnership communication and much more so let’s get into it first off you need to go to streak.com and you will arrive on this site right here now is a kind of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is truly amazing and I’ll show you how to do that as a complete newbie it will assist you tailor an ideal process for your group and you will have the ability to get your work done now let’s actually enter the procedure now is offered as an extension and it’s totally complimentary so as soon as you get to the website you’ll get this alternative 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 contribute to Chrome click ADD extension and your extension will be added okay 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 simply check in ensure to sign.
into the very same Gmail that you have included 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 permit 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 seen all tracked e-mails and upgraded reply and then we have this new option which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this resembles our brand-new dashboard for here I’ll be able to produce 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 actually do that you will click new pipeline here and we have different options first of all we have the stages so this is where you will pick these stages for your pipeline and you can really we have actually a lead gotten in touch with pitched demo negotiating close phone closed uh you know then we have supporting alright then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority industry offer size business size close rate email thread count days and state and notes so if you want to add another phase you will click this Plus on top and you will provide your stage a name let’s say that you really wished to develop another um you know phase here for instance let’s say I didn’t have no strings so I can produce right here.
and you can give it your color so we can in fact choose various colors for each of the stages but I believe all of these are really currently produced so this is actually quite remarkable what I will do is I will actually get rid of this one and if you feel like there is um I believe pitched and demo are sort of like the same thing we just choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact 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 stages 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 totally free kind a date check box fall General e-mail email tracking task calls and conferences 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 opt for this one here this is the field that was really missing and I’ll really reorganize and put the notes here all right email thread count close date all right company’s size offer size and Business size all right let’s eliminate the business size and I’m gon na in fact find something else within the general where we have actually developed by date produced followers and more so I actually want to opt for the produced.
by or perhaps the fans since I want to keep track of my employee 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 great deal of alternatives readily available within streak is really one of the easiest and one of the most uh you understand flexible out there it’s extremely easy to use with design templates we have jobs too within my job once again if I didn’t want to choose these sales if I made with tasks then I can choose the job stages right here and once again the fields the process is going to be similar you will select these phases from here on this plus button here and you can likewise provide it various various colors we also have business Dev here you can see then we have employing so if you do working with then this is going to be your stages task search financier fundraising others property assistance and customized So within our assistance you can see we have inbound designated dealing with dealt with and noise this is actually pretty good and we likewise have customized where I can really start something from the scratch totally according to my company for me we just have the sales so I’m gon na opt for the sales here and click on develop personal 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 second for a street to produce a pipeline for me so you can see this in fact looks pretty good now I will be able to include my Lead Series so you can in fact click on this drop down and we have handle phase or relabel so as I proceed as I add different leads here what I I will do is I’ll just merely 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 section here and let’s just call it new and click go into 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 include 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 really open this up in a new tab from here too but I’m just for now I’m simply gon na work this way 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 brand-new now as soon as you produce a lead we can actually click on this link and it will now open up the various fields that we added so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we developed keep in mind and after that we have welcome teammates so from here I can welcome the staff member we have include columns we have e-mails files and remarks you can change 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 again we have the call log we have our meeting notes and we even have our.
accessories so this is how you develop a lead within your when you’re finished with this you can in fact click 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 pick different leads from here the stages and we can carry out bulk actions such as erasing and sharing also uh another thing with srix on 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 among the crucial ones click on this link and you’ll be able to really incorporate um other apps within yourr transfer data for notices for automations custom develops and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and create our CSV files likewise now I can switch to my various folders that we have here and I can develop a brand-new pipeline we can switch to our basic Gmail extremely quickly from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have developed we will even have our combine emails now with our so this is the merge email and with combine e-mail what takes place is I can in fact produce a follow-up emails and various storage e-mails here and we have active advises so using is actually simple you can begin for free by just including the combination and now you know how to utilize as a total beginner do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me supply some context about my profession and how it relates to. As a freelance journalist, I’ve worked with numerous customers, handled numerous jobs concurrently, and maintained an extensive network of contacts. Balancing these duties can be frustrating, and I acknowledged the need for a central system to simplify my operations.
In my quest for a solution, I checked out numerous platforms but discovered 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 client relationship management tool that seamlessly integrates with Gmail, making it perfect for independent journalists who heavily count on email communication. Here are some key benefits of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Company:.
permits you to track and arrange your e-mails effortlessly, offering you a clear summary of your communications with clients, leads, and partners.
You can develop personalized pipelines straight within your inbox, making it easy to keep track of the progress and handle of your jobs and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to envision and manage your sales procedure from list building to task conclusion.
You can categorize contacts, develop custom stages, set pointers, and track interactions, ensuring that no chance slips through the cracks.
Seamless Collaboration and Teamwork:.
assists in partnership by permitting you to share pipelines and interact with employee within the platform.
You can appoint jobs, share crucial e-mails, and collaborate in real-time, improving efficiency and ensuring everybody stays on the same page.
‘s versatile workflow system enables you to personalize your pipelines and automate recurring jobs.
You can produce templates for typical e-mail responses, schedule follow-ups, and established suggestions, conserving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, provides benefits in regards to coding and software application development. Here’s how:.
supplies a robust API and comprehensive designer documents, making it easy to incorporate with other tools and develop custom-made options.
This versatility permits self-employed journalists with coding skills to extend the performance of and tailor it to their specific requirements.
Project Management for Software Advancement:.
‘s pipeline function can be adjusted to handle software application development jobs, from ideation to implementation.
You can create customized stages for various development stages, assign tasks to staff member, and track progress effectively.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and easy-to-use functions, reducing the learning curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collective functions that improve team effort and interaction.
Developer-friendly API for integration and personalization.
Economical option for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for full performance, limiting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While offers considerable benefits for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more inexpensive service, specifically for freelancers and small businesses.
HubSpot has a free version, but advanced functions require a higher-tier paid subscription.
Functions and Complexity:.
supplies a more extensive suite of features, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, offering a streamlined experience.
Both and integrate with different third-party tools.
‘s smooth combination with Gmail is advantageous for users heavily reliant on e-mail communication.
As a freelance journalist, managing your hiring process and client relationships is critical to your success. deals a budget friendly and intuitive option that flawlessly integrates with Gmail, enabling you to simplify your operations and focus on your craft. While it might not have the sophisticated features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a material, writer, or editor developer, can empower you to take control of your freelance journalism profession by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.