As a skilled freelance journalist, I understand the challenges of handling jobs, tracking leads, and supporting customer relationships. In this article, I will dive into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for newbies hey men welcome back in this video I will be showing you how to use 5 Reasons To Migrate From Streak To Marketo Crm for your customer relations partnership interaction and a lot 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 add to our basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is actually fantastic and I’ll reveal you how to do that as a complete newbie it will assist you personalize a perfect process for your group and you will be able to get your work done now let’s in fact get into the procedure now is readily available as an extension and it’s totally totally free so as soon as you get to the site you’ll get this alternative here which is contribute 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 contribute to Chrome click ADD extension and your extension will be included alright 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 merely sign in make certain to sign.
into the very same Gmail that you have added the uh you understand streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click on permit after including this is what your Gmail will appear like now you can see here in our easy you know folders we are getting just recently seen all tracked emails and updated reply and after that 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 combines so you can see this resembles our brand-new control panel for here I’ll be able to produce a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go produce a new pipeline let’s actually do that you will click new pipeline here and we have various choices firstly we have the stages so this is where you will choose these phases for your pipeline and you can really we have actually a lead contacted pitched demo negotiating 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 email last email from lead Source concern industry offer size business size close rate e-mail thread count days and state and keeps in mind so if you want to add another phase you will click this Plus at the top and you will provide your stage a name let’s state 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 develop right here.
and you can provide it your color so we can in fact select different colors for each of the stages however I think all of these are in fact currently produced so this is actually quite outstanding what I will do is I will in fact eliminate this one and if you seem like there is um I believe pitched and demo are type of like the very same thing we just choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s eliminate the demonstration 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 stages 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 free type a date check box drop down General e-mail email tracking job calls and conferences so I don’t 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 rearrange and put the notes here fine e-mail thread count close date okay business’s size deal size and Business size all right let’s eliminate the business size and I’m gon na actually find something else within the basic where we have created by date created followers and more so I in fact wish to go for the created.
by or maybe the fans because I wish to keep track of my employee that are really 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 options offered within streak is actually one of the most convenient and among the most uh you understand flexible out there it’s really easy to use with templates we have tasks too within my project again if I didn’t want to opt for 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 pick these phases from here on this plus button here and you can also offer it different various colors we also have company Dev here you can see then we have hiring so if you do working with then this is going to be your stages task search investor fundraising others real estate support and custom So within our assistance you can see we have inbound assigned dealing with solved and noise this is really pretty good and we also have customized where I can really start something from the scratch completely according to my company for me we merely have the sales so I’m gon na opt for the sales here and click develop private or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click on create now it will just take a 2nd for a street to produce a pipeline for me so you can see this actually looks respectable now I will be able to add my Lead Series so you can actually click this drop down and we have handle stage or relabel so as I continue 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 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 on enter 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 new I’m going to include another lead let’s call it brand-new two we can really open this up in a new tab from here too however I’m just for now I’m simply gon na work in this manner now you can see we have two leads then let’s say there was a called also there’s one negotiating so I’ll just merely click on new now as soon as you produce a lead we can in fact click on this link and it will now open up the different fields that we added so this is a new Elite that I developed and we have all of these various columns we have the fields that we produced remember and then we have welcome colleagues so from here I can welcome the team members we have include columns we have e-mails files and remarks you can switch to the e-mails and it will reveal you the e-mails 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.
accessories so this is how you develop a lead within your once you’re finished with this you can really 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 two leads one contacted 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 deleting and sharing as well uh another thing with srix at the top you will be able to see we have private choice we have these 3 dots where we can find these stages Combinations and automation this is among the essential ones click on this link and you’ll be able to really incorporate um other apps within yourr transfer data for notifications for automations custom-made develops and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they very easily and develop our CSV files likewise now I can switch to my various folders that we have here and I can create a new pipeline we can switch to our simple Gmail very quickly from here and it will also reveal me the emails that I will be getting for my pipelines that I have created we will even have our combine e-mails now with our so this is the merge e-mail and with merge e-mail what takes place is I can really create a follow-up e-mails and different storage emails here and we have active advises so using is really easy you can get going for free by just adding the combination and now you know how to utilize as a total beginner don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me offer some context about my profession and how it relates to. As an independent journalist, I’ve dealt with numerous customers, handled several tasks simultaneously, and kept a substantial network of contacts. Balancing these obligations can be overwhelming, and I acknowledged the need for a central system to simplify my operations.
In my quest for a service, I explored various platforms however found them to be either too intricate or too pricey for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly integrates with Gmail, making it ideal for self-employed journalists who heavily rely on email interaction. Here are some essential advantages of using for your freelance journalism working with procedure:.
User-friendly Email Tracking and Organization:.
enables you to track and organize your emails effortlessly, providing you a clear summary of your interactions with customers, leads, and collaborators.
You can create personalized pipelines directly within your inbox, making it simple to keep an eye on the development and handle of your projects and jobs.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to envision and handle your sales process from lead generation to task conclusion.
You can categorize contacts, develop custom phases, set reminders, and track interactions, ensuring that no chance slips through the cracks.
Seamless Partnership and Team Effort:.
helps with cooperation by allowing you to share pipelines and interact with staff member within the platform.
You can designate tasks, share crucial emails, and collaborate in real-time, boosting performance and guaranteeing everybody remains on the very same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repetitive tasks.
You can produce templates for common email reactions, schedule follow-ups, and established reminders, saving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, provides advantages in regards to coding and software advancement. Here’s how:.
supplies a robust API and comprehensive developer paperwork, making it simple to incorporate with other tools and develop custom solutions.
This flexibility permits freelance journalists with coding abilities to extend the performance of and customize it to their particular needs.
Job Management for Software Application Advancement:.
‘s pipeline function can be adapted to manage software advancement tasks, from ideation to deployment.
You can create customized phases for various development phases, appoint tasks to staff member, and track development effectively.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and user friendly features, reducing the finding out curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collaborative functions that enhance teamwork and interaction.
Developer-friendly API for integration and modification.
Affordable solution for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for full functionality, limiting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more inexpensive option, particularly for freelancers and small companies.
HubSpot has a complimentary variation, however advanced functions need a higher-tier paid membership.
Functions and Complexity:.
offers a more extensive suite of features, consisting of sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Both and integrate with different third-party tools.
‘s smooth integration with Gmail is useful for users heavily reliant on e-mail communication.
As an independent reporter, handling your hiring process and client relationships is vital to your success. offers a user-friendly and budget-friendly option that perfectly incorporates with Gmail, enabling you to improve your operations and focus on your craft. While it may not have the innovative functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a author, editor, or material creator, can empower you to take control of your freelance journalism profession by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.