As a skilled freelance journalist, I comprehend the challenges of handling tasks, tracking leads, and nurturing client relationships. In this short article, I will delve into the advantages of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for newbies hey guys welcome back in this video I will be revealing you how to utilize Support Streak Crm for your client relations cooperation interaction and far more so let’s enter it first of all 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 contribute to our easy Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is really incredible and I’ll reveal you how to do that as a total beginner it will assist you customize an ideal process for your group and you will have the ability to get your work done now let’s actually enter the process now is available as an extension and it’s completely complimentary so as soon as you get to the website you’ll get this option here which is contribute 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 add to Chrome click on ADD extension and your extension will be added fine 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 sure 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 access and we’re gon na just scroll down and click on permit after including this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting just recently seen all tracked emails and upgraded reply and then we have this new choice which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this is like our brand-new control panel for here I’ll be able to produce a new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go create a brand-new pipeline let’s actually do that you will click new pipeline here and we have various options firstly we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have actually a lead gotten in touch with pitched demo working out close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority industry offer size company size close rate e-mail thread count days and state and notes so if you wish to add another phase you will click this Plus on top and you will provide your stage a name let’s say that you actually wanted to develop 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 provide it your color so we can in fact pick various colors for each of the stages however I think all of these are really already created so this is in fact pretty impressive what I will do is I will really get rid of this one and if you feel like there is um I think pitched and demo are sort of like the same thing we simply go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s get rid of 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 different 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 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 in fact rearrange and put the notes here okay e-mail thread count close date fine business’s size offer size and Company size fine let’s get rid of the business size and I’m gon na actually discover something else within the basic where we have actually created by date produced fans and more so I in fact wish to opt for the developed.
by or maybe the fans since I want to monitor my team members that are actually following this so I will you know 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 alternatives available within streak is really one of the simplest and one of the most uh you know versatile out there it’s very easy to use with design templates we have tasks too within my job again if I didn’t wish to opt for these sales if I made with projects then I can opt for the project stages right here and once again the fields the process is going to be similar you will select these stages from here on this plus button here and you can likewise provide it different different colors we also have company Dev here you can see then we have hiring so if you do employing then this is going to be your stages task search financier fundraising others real estate support and customized So within our assistance you can see we have incoming designated working on fixed and sound this is actually pretty good and we likewise have custom-made 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 choose the sales here and click create private or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click on create now it will just take a second for a street to create a pipeline for me so you can see this really looks pretty good now I will have the ability to add my Lead Series so you can in fact click this drop down and we have handle phase or relabel so as I proceed as I include various 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 add a box in the lead section here and let’s just call it new and click on enter so now you can see we have actually one lead developed let’s state that there is actually closed one so I’m going to include one here let’s just for now let’s call it new I’m going to include another lead let’s call it new 2 we can in fact open this up in a 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 negotiating so I’ll just merely click brand-new now when you develop a lead we can really click on this link and it will now open the different fields that we included so this is a new Elite that I developed and we have all of these various columns we have the fields that we developed remember and after that we have welcome colleagues so from here I can welcome the team members we have include columns we have emails files and remarks you can switch to the emails and it will reveal you the emails that you got in files we can even submit files and after that 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 produce a lead within your as soon as you’re finished with this you can actually click on go into 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 various leads from here the stages and we can perform bulk actions such as erasing and sharing also uh another thing with srix at the top you will be able to see we have private alternative we have these 3 dots where we can discover these phases 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 information for alerts for automations custom-made builds and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they extremely easily 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 change to our simple Gmail very easily from here and it will also show me the emails that I will be getting for my pipelines that I have actually developed we will even have our combine emails now with our so this is the combine email and with merge email what takes place is I can in fact create a follow-up e-mails and various storage e-mails here and we have active instructs so using is really simple you can start totally free by just adding the integration and now you know how to use as a total novice don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me supply some context about my career and how it connects to. As a freelance reporter, I’ve worked with numerous clients, managed several projects concurrently, and preserved a substantial network of contacts. Juggling these responsibilities can be frustrating, and I recognized the need for a centralized system to streamline my operations.
In my mission for a solution, I explored different platforms however found them to be either too complex or too expensive for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly integrates with Gmail, making it ideal for freelance reporters who heavily rely on email interaction. Here are some crucial advantages of using for your freelance journalism hiring procedure:.
User-friendly Email Tracking and Organization:.
permits you to track and arrange your emails effortlessly, providing you a clear overview of your communications with clients, leads, and collaborators.
You can develop personalized pipelines straight within your inbox, making it easy to keep track of the progress and handle of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to envision and manage your sales procedure from list building to task conclusion.
You can classify contacts, create custom-made stages, set reminders, and track interactions, ensuring that no chance slips through the cracks.
Seamless Collaboration and Teamwork:.
facilitates collaboration by permitting you to share pipelines and interact with staff member within the platform.
You can assign tasks, share essential e-mails, and team up in real-time, boosting productivity and guaranteeing everybody remains on the exact same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repetitive tasks.
You can produce design templates for common email actions, schedule follow-ups, and established tips, saving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, offers benefits in regards to coding and software advancement. Here’s how:.
supplies a robust API and extensive developer documentation, making it easy to integrate with other tools and build custom-made services.
This flexibility allows self-employed journalists with coding skills to extend the performance of and customize it to their specific requirements.
Project Management for Software Application Development:.
‘s pipeline feature can be adapted to manage software advancement tasks, from ideation to deployment.
You can create custom phases for different advancement phases, designate jobs to employee, and track development effectively.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
User-friendly interface and user friendly features, lessening the finding out curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collective features that improve team effort and interaction.
Developer-friendly API for combination and customization.
Cost-effective service for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Reliance on Gmail for full performance, limiting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While deals substantial benefits for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more economical service, specifically for freelancers and small companies.
HubSpot has a free version, however advanced features require a higher-tier paid membership.
Functions and Intricacy:.
provides a more thorough suite of functions, including advanced marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is beneficial for users greatly reliant on e-mail communication.
As a self-employed journalist, handling your hiring process and customer relationships is critical to your success. offers a instinctive and economical solution that perfectly integrates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it may not have the sophisticated features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a material, editor, or author creator, can empower you to take control of your freelance journalism career by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.