As a skilled freelance journalist, I understand the difficulties of managing tasks, tracking leads, and supporting customer relationships. In this post, I will delve into the benefits of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey guys welcome back in this video I will be revealing you how to use How A Small Business Can Use Streak Crm for your consumer relations collaboration communication and a lot more so let’s enter into it first off you need to go to streak.com and you will arrive on this site right here now is a type of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is truly fantastic and I’ll show you how to do that as a complete novice it will assist you tailor a best procedure for your team and you will have the ability to get your work done now let’s in fact get into the process now is readily available as an extension and it’s entirely complimentary so as soon as you get to the site you’ll get this option 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 on ADD extension and your extension will be included fine 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 simply check in ensure to sign.
into the same Gmail that you have added the uh you know streak to now it will ask you for your access and we’re gon na just scroll down and click permit after adding 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 updated reply and after that we have this brand-new option 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 have the ability to create a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go develop a new pipeline let’s actually do that you will click new pipeline here and we have different alternatives firstly we have the stages so this is where you will select these stages for your pipeline and you can in fact we have actually a lead gotten in touch with pitched demonstration negotiating close phone closed uh you understand then we have nurturing fine then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern market offer size company size close rate email thread count days and state and notes so if you want to include another phase you will click this Plus at the top and you will offer your stage a name let’s state that you in fact wanted to develop another um you understand phase here for example 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 really select various colors for each of the stages but I believe all of these are actually already developed so this is really pretty excellent 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 demonstration are type of like the very same thing we just choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s get rid of the demonstration here and after that we have negotiating with negotiating I can go with 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 want so you will click on this plus here and we have totally free form a date check box drop down General email email tracking task 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 actually missing out on and I’ll in fact rearrange and put the notes here okay email thread count close date all right company’s size offer size and Company size okay let’s eliminate the business size and I’m gon na in fact discover something else within the basic where we have actually produced by date created fans and more so I in fact wish to opt for the produced.
by or perhaps the fans due to the fact that I want to track my staff member that are in fact 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 choices readily available within streak is really 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 task again if I didn’t want to opt for these sales if I finished with projects 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 stages from here on this plus button here and you can also give it various different colors we likewise have service Dev here you can see then we have working with so if you do working with then this is going to be your phases task search investor fundraising others realty assistance and customized So within our assistance you can see we have incoming appointed working on resolved and sound this is really respectable and we also have custom where I can actually start something from the scratch absolutely according to my organization for me we just 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 team member so I’m going to opt for the shared one here and click on produce now it will simply take a second for a street to produce 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 actually click on this fall and we have manage stage or rename so as I proceed as I include different leads here what I I will do is I’ll just merely click and I’ll be able to add it click the top here include a box so click ADD box here and I’m going to add a box in the lead area here and let’s simply call it brand-new and click go into so now you can see we have one lead created let’s say that there is actually closed one so I’m going to add one here let’s just for now let’s call it new I’m going to add another lead let’s call it new 2 we can actually 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 2 leads then let’s state there was a gotten in touch with too there’s one negotiating so I’ll just simply click on new now when you create 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 brand-new Elite that I produced and we have all of these different columns we have the fields that we developed keep in mind and after that we have welcome colleagues so from here I can invite the team members we have include columns we have e-mails files and remarks you can change to the emails and it will show you the emails that you got in files we can even publish 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.
accessories so this is how you create a lead within your once you’re done with this you can in fact click on get in and it will be closed now it will show you something like this we have all of our data collected here and at the top we’re getting our account such as two leads one gotten in touch with and something like this and this is where you will be getting your list we can pick various leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh one more thing with srix at the top you will be able to see we have personal option we have these 3 dots where we can discover these phases Integrations and automation this is one of the important ones click here and you’ll be able to really incorporate um other apps within yourr transfer data for alerts for automations custom-made constructs and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they extremely easily and produce our CSV files similarly now I can switch to my different folders that we have here and I can create a brand-new pipeline we can change to our simple Gmail very quickly 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 merge e-mails now with our so this is the merge e-mail and with merge e-mail what happens is I can really develop a follow-up e-mails and various storage emails here and we have active instructs so using is truly easy you can start for free by just adding the combination and now you understand how to utilize as a complete beginner don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it relates to. As an independent journalist, I’ve worked with various customers, handled several jobs all at once, and kept a comprehensive network of contacts. Balancing these duties can be frustrating, and I recognized the need for a central system to enhance my operations.
In my mission for a service, I checked out various platforms but found them to be either too costly or too complex for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly integrates with Gmail, making it perfect for self-employed journalists who greatly count on email interaction. Here are some crucial benefits of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Organization:.
permits you to track and arrange your e-mails easily, giving you a clear introduction of your interactions with clients, leads, and partners.
You can produce adjustable pipelines straight within your inbox, making it easy to keep an eye on the progress and manage of your projects and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and handle your sales process from list building to task completion.
You can categorize contacts, develop custom stages, set tips, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Cooperation and Team Effort:.
assists in collaboration by enabling you to share pipelines and communicate with employee within the platform.
You can designate jobs, share essential emails, and team up in real-time, improving productivity and ensuring everyone stays on the exact same page.
‘s flexible workflow system enables you to tailor your pipelines and automate recurring jobs.
You can produce design templates for common e-mail responses, schedule follow-ups, and established suggestions, saving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, offers advantages in regards to coding and software application advancement. Here’s how:.
provides a robust API and extensive designer documents, making it easy to integrate with other tools and build custom-made options.
This versatility allows self-employed journalists with coding abilities to extend the functionality of and customize it to their particular needs.
Job Management for Software Development:.
‘s pipeline feature can be adjusted to manage software application development projects, from ideation to release.
You can create custom stages for various development stages, appoint tasks to team members, and track progress effectively.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
User-friendly interface and user friendly functions, lessening the discovering curve.
Personalized pipelines and workflows to adjust to private requirements.
Collaborative features that boost teamwork and interaction.
Developer-friendly API for integration and modification.
Cost-effective solution for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Reliance on Gmail for full functionality, limiting compatibility with other email companies.
Contrast with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more affordable option, especially for freelancers and small businesses.
HubSpot has a complimentary version, but advanced functions require a higher-tier paid subscription.
Features and Intricacy:.
provides a more extensive suite of functions, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, providing a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s seamless integration with Gmail is helpful for users heavily reliant on email interaction.
As an independent reporter, handling your hiring procedure and client relationships is critical to your success. offers a instinctive and budget friendly option that effortlessly integrates with Gmail, allowing you to streamline your operations and focus on your craft. While it might not have the innovative features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a content, author, or editor developer, 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 effect of Streak CRM in your freelance journalism endeavors.