As a seasoned freelance journalist, I understand the challenges of managing projects, tracking leads, and supporting customer relationships. In this post, I will dive into the advantages of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for beginners hey men welcome back in this video I will be revealing you how to utilize Better Than Streak Crm for your client relations partnership communication and much more so let’s enter it to start with you require 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 simple Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is actually remarkable and I’ll show you how to do that as a total beginner it will assist you customize a best process for your group and you will be able to get your work done now let’s in fact enter into the procedure now is available as an extension and it’s entirely free so once you get to the website you’ll get this choice here which is add to Chrome and you’re.
going to select this one now it will take you to Chrome dot google.com extensions and this is our extension here click add to Chrome click ADD extension and your extension will be added alright it’s done and now it is contributing 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 check 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 simply scroll down and click on permit after including this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting recently seen all tracked e-mails and upgraded 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 combines so you can see this resembles our brand-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 working with 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 various alternatives first of all we have the stages so this is where you will pick these phases for your pipeline and you can in fact we have a lead contacted pitched demonstration 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 email last e-mail from lead Source priority industry offer size business size close rate e-mail thread count days and state and notes so if you wish to include another phase you will click on this Plus at the top and you will give your stage a name let’s state that you actually wished to produce another um you understand phase here for example let’s state I didn’t have no strings so I can produce 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 actually currently developed so this is really quite impressive what I will do is I will really eliminate this one and if you seem like there is um I believe pitched and demonstration are kind of like the very same thing we simply choose 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 demonstration here and then we have negotiating with negotiating I can go with 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 want so you will click on this plus here and we have free form a date check box fall General email e-mail tracking job calls and meetings 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 go with this one here this is the field that was in fact missing out on and I’ll really reorganize and put the notes here all right email thread count close date okay company’s size deal size and Business size okay let’s get rid of the company size and I’m gon na actually discover something else within the basic where we have actually created by date produced followers and more so I actually wish to choose the developed.
by or perhaps the fans due to the fact that I wish 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 some of the fields that I desired for my pipeline now you can see there are a lot of alternatives readily available within streak is really one of the simplest and among the most uh you understand versatile out there it’s really easy to use with templates we have tasks too within my task again if I didn’t wish to choose these sales if I finished with jobs then I can go with the task stages right here and again the fields the process is going to be comparable you will select these phases from here on this plus button here and you can also offer it various different colors we also have organization Dev here you can see then we have working with so if you do employing then this is going to be your phases task search investor fundraising others property support and custom-made So within our assistance you can see we have actually incoming designated working on fixed and noise this is actually pretty good and we likewise have custom where I can really start something from the scratch absolutely according to my service for me we merely have the sales so I’m gon na choose the sales here and click develop 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 produce now it will just take a second for a street to develop 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 in fact click on 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 merely click and I’ll be able to include 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 simply call it brand-new and click on enter so now you can see we have one lead created let’s state that there is really 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 brand-new two we can in fact 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 new now once you create a lead we can really click here and it will now open the various fields that we added so this is a brand-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 invite teammates so from here I can invite the team members we have add columns we have emails files and comments you can switch to the e-mails and it will reveal you the emails 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 meeting notes and we even have our.
attachments so this is how you create a lead within your when you’re done with this you can actually click go into and it will be closed now it will reveal you something like this we have all of our data collected here and at the top we’re getting our account such as 2 leads one called 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 deleting and sharing also uh another thing with srix at the top you will have the ability to see we have private choice we have these 3 dots where we can find these phases Integrations and automation this is one of the essential ones click on this link and you’ll be able to in fact incorporate um other apps within yourr transfer information for notices for automations custom-made constructs and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely easily and produce our CSV files likewise now I can change to my various folders that we have here and I can create a brand-new pipeline we can change to our easy Gmail extremely quickly from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have actually produced we will even have our merge e-mails now with our so this is the combine e-mail and with merge email what takes place is I can actually produce a follow-up emails and various storage emails here and we have active advises so utilizing is actually simple you can get going totally free by simply including the integration and now you know how to use as a complete newbie do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me provide some context about my career and how it associates with. As a freelance reporter, I’ve dealt with various customers, handled multiple jobs all at once, and maintained a substantial network of contacts. Balancing these responsibilities can be overwhelming, and I recognized the requirement for a centralized system to streamline my operations.
In my mission for a solution, I explored 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 self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly incorporates with Gmail, making it ideal for self-employed reporters who greatly rely on email communication. Here are some crucial advantages of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Company:.
permits you to track and arrange your emails easily, giving you a clear summary of your interactions with clients, leads, and collaborators.
You can produce customizable pipelines directly within your inbox, making it simple to monitor the progress and manage of your tasks and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to picture and manage your sales process from lead generation to task completion.
You can classify contacts, create customized stages, set pointers, and track interactions, making sure that no chance slips through the fractures.
Smooth Partnership and Teamwork:.
helps with collaboration by permitting you to share pipelines and communicate with employee within the platform.
You can assign jobs, share crucial e-mails, and work together in real-time, improving performance and guaranteeing everybody remains on the same page.
‘s versatile workflow system enables you to personalize your pipelines and automate recurring tasks.
You can create templates for typical e-mail actions, schedule follow-ups, and established reminders, conserving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, uses advantages in terms of coding and software development. Here’s how:.
offers a robust API and extensive designer documentation, making it simple to integrate with other tools and construct customized services.
This versatility permits self-employed journalists with coding skills to extend the functionality of and tailor it to their specific needs.
Job Management for Software Application Advancement:.
‘s pipeline function can be adapted to handle software application development tasks, from ideation to implementation.
You can produce customized stages for different development phases, designate jobs to team members, and track progress efficiently.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and easy-to-use features, reducing the discovering curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collective features that enhance team effort and interaction.
Developer-friendly API for integration and personalization.
Cost-effective option for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for full performance, limiting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more inexpensive solution, especially for freelancers and small companies.
HubSpot has a totally free version, but advanced functions need a higher-tier paid subscription.
Functions and Intricacy:.
offers a more extensive suite of functions, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, providing a streamlined experience.
Both and incorporate with different third-party tools.
‘s smooth combination with Gmail is advantageous for users heavily reliant on e-mail interaction.
As a self-employed reporter, handling your hiring process and client relationships is paramount to your success. offers a instinctive and cost effective service that effortlessly integrates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it may not have the advanced functions 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 writer, editor, or material developer, can empower you to take control of your freelance journalism career by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.