As a seasoned freelance reporter, I understand the challenges of managing tasks, tracking leads, and supporting client relationships. In this article, I will dig into the advantages 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 use for beginners hey guys welcome back in this video I will be showing you how to use Buyer Journey Streak Crm Tool for your customer relations partnership interaction and far more so let’s enter it firstly you need to go to streak.com and you will arrive on this site right here now is a sort of CRM that we can add to our basic Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is truly incredible and I’ll show you how to do that as a complete beginner it will assist you tailor an ideal procedure for your group and you will be able to get your work done now let’s really enter the procedure now is readily available as an extension and it’s totally complimentary so as soon as you get to the site 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 on contribute to Chrome click ADD extension and your extension will be included 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 merely check in make certain to sign.
into the exact same Gmail that you have actually included the uh you know streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click permit after adding this is what your Gmail will appear like now you can see here in our simple you know folders we are getting recently viewed all tracked e-mails and upgraded reply and after that 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 is like 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 create a brand-new pipeline let’s actually do that you will click on brand-new pipeline here and we have different alternatives to start with we have the stages so this is where you will select these phases for your pipeline and you can in fact we have a lead called pitched demonstration negotiating close phone closed uh you understand then we have nurturing all right then we have Fields so in fields we have a date of last email last email from lead Source top priority industry offer size business size close rate e-mail thread count days and state and notes so if you want to add another phase you will click on this Plus at the top and you will offer your stage a name let’s state that you in fact wished to develop another um you know stage 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 pick various colors for each of the stages however I believe all of these are in fact currently produced so this is really quite outstanding what I will do is I will in fact get rid of this one and if you seem like there is um I believe pitched and demo are sort of like the same thing we simply choose the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s get rid of the demonstration 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 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 type a date check box fall General e-mail e-mail tracking task calls and meetings so I don’t 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 choose this one here this is the field that was actually missing and I’ll really rearrange and put the notes here fine email thread count close date okay company’s size offer size and Company size all right let’s eliminate the business size and I’m gon na really find something else within the general where we have developed by date produced fans and more so I really wish to opt for the produced.
by or maybe the fans since I want to monitor my team members that are actually following this so I will you understand 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 lot of options available within streak is actually one of the simplest and one of the most uh you know versatile out there it’s really easy to use with design templates we have tasks too within my job again if I didn’t wish to choose these sales if I did 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 pick these phases from here on this plus button here and you can also give it various different colors we also have organization Dev here you can see then we have working with so if you do hiring then this is going to be your stages job search financier fundraising others realty assistance and custom-made So within our assistance you can see we have incoming appointed dealing with fixed and noise this is actually respectable and we also have custom where I can in fact start something from the scratch completely according to my organization for me we simply 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 a staff member so I’m going to go with the shared one here and click on develop now it will just take a second for a street to develop 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 really click on this drop down and we have manage 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 include 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 area here and let’s just call it new and click on enter so now you can see we have one lead developed let’s say that there is in fact 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 really open this up in a new tab from here too but I’m just for now I’m simply gon na work by doing this now you can see we have 2 leads then let’s say there was a called as well there’s one working out so I’ll just simply click new now as soon as you develop a lead we can really click on this link and it will now open up the various 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 created remember and then we have invite colleagues so from here I can welcome the team members we have include columns we have e-mails 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 remarks at the top here once again we have the call log we have our conference notes and we even have our.
attachments so this is how you develop a lead within your when you’re made 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 data 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 select various leads from here the stages and we can carry out bulk actions such as erasing and sharing as well uh another thing with srix at the top you will be able to see we have personal alternative we have these 3 dots where we can discover these phases Integrations and automation this is among the important ones click here and you’ll have the ability to really integrate um other apps within yourr transfer data for alerts for automations custom-made develops and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they very quickly and produce our CSV files similarly now I can switch to my various folders that we have here and I can produce a new pipeline we can change to our basic Gmail really easily from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have created we will even have our combine emails now with our so this is the combine e-mail and with combine email what occurs is I can in fact produce a follow-up e-mails and different storage emails here and we have active instructs so using is actually easy you can begin free of charge by simply including the integration and now you know how to use as a total novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me provide some context about my career and how it connects to. As an independent reporter, I have actually dealt with various clients, handled multiple projects simultaneously, and maintained an extensive network of contacts. Juggling these duties can be overwhelming, and I acknowledged the need for a centralized system to streamline my operations.
In my mission for an option, I checked out numerous platforms but discovered them to be either too complicated or too costly for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly incorporates with Gmail, making it ideal for independent reporters who greatly depend on email interaction. Here are some key benefits of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Organization:.
enables you to track and arrange your emails effortlessly, providing you a clear introduction of your communications with clients, leads, and partners.
You can produce adjustable pipelines straight within your inbox, making it easy to handle and keep track of the development of your tasks and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to envision and handle your sales procedure from lead generation to task conclusion.
You can categorize contacts, create custom phases, set suggestions, and track interactions, ensuring that no chance slips through the cracks.
Seamless Collaboration and Team Effort:.
facilitates cooperation by allowing you to share pipelines and interact with employee within the platform.
You can appoint tasks, share essential emails, and collaborate in real-time, improving performance and guaranteeing everyone remains on the same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repetitive tasks.
You can develop design templates for typical e-mail reactions, schedule follow-ups, and established reminders, saving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, uses benefits in regards to coding and software advancement. Here’s how:.
supplies a robust API and substantial designer documentation, making it easy to integrate with other tools and construct customized solutions.
This versatility enables self-employed journalists with coding skills to extend the performance of and tailor it to their particular needs.
Task Management for Software Application Development:.
‘s pipeline function can be adjusted to manage software development jobs, from ideation to deployment.
You can create custom phases for different development stages, designate tasks to staff member, and track progress effectively.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and easy-to-use functions, reducing the finding out curve.
Personalized pipelines and workflows to adjust to private requirements.
Collective functions that enhance teamwork and interaction.
Developer-friendly API for integration and modification.
Economical solution for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation features.
Dependence on Gmail for complete functionality, restricting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While deals considerable advantages for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more cost effective solution, particularly for freelancers and small companies.
HubSpot has a free variation, however advanced functions need a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more thorough suite of functions, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Both and integrate with numerous third-party tools.
‘s smooth integration with Gmail is useful for users heavily reliant on email interaction.
As a self-employed journalist, handling your hiring procedure and client relationships is vital to your success. deals a budget friendly and user-friendly service that flawlessly integrates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it might not have the sophisticated features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a material, editor, or writer creator, can empower you to take control of your freelance journalism career by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.