As a seasoned freelance journalist, I understand the difficulties of managing tasks, tracking leads, and supporting customer relationships. In this short article, I will delve into the advantages of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey men welcome back in this video I will be showing you how to utilize How To Duplicate In Streak Crm for your customer relations collaboration interaction and far more so let’s enter it first off you need to go to streak.com and you will arrive at this site right here now is a kind of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is really fantastic and I’ll reveal you how to do that as a total beginner it will assist you customize a best process for your group and you will have the ability to get your work done now let’s in fact enter into the procedure now is available as an extension and it’s entirely 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 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 added okay it’s done and now it is adding 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 sure to sign.
into the exact 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 allow after adding this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting recently seen all tracked emails and upgraded reply and after that we have this 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 resembles our new dashboard for here I’ll be able to create a brand-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 in fact do that you will click new pipeline here and we have different options first of all we have the stages so this is where you will pick these stages for your pipeline and you can really we have actually a lead gotten in touch with pitched demo 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 e-mail last e-mail from lead Source concern market offer size business size close rate e-mail thread count days and state and keeps in mind so if you wish to include another stage you will click this Plus on top and you will offer your stage a name let’s say that you in fact wished to create another um you know stage here for example let’s state I didn’t have no strings so I can produce right here.
and you can give it your color so we can actually select various colors for each of the stages however I think all of these are in fact currently developed so this is actually pretty excellent what I will do is I will in fact eliminate this one and if you feel like there is um I believe pitched and demonstration are sort of like the same thing we just opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s eliminate the demo here and then we have working out 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 this plus here and we have totally free type a date check box drop down General e-mail email tracking task calls and conferences 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 choose this one here this is the field that was in fact missing out on and I’ll really rearrange and put the notes here fine e-mail thread count close date all right business’s size offer size and Business size okay let’s get rid of the business size and I’m gon na actually find something else within the basic where we have actually developed by date created followers and more so I actually wish to choose the created.
by or possibly the followers due to the fact that I want to keep track of my team members 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 among the most convenient and one of the most uh you know flexible out there it’s really easy to use with design templates we have jobs too within my project again if I didn’t want to choose these sales if I finished with jobs then I can go with the job stages right here and once again the fields the process is going to be similar you will select these phases from here on this plus button here and you can likewise offer it different various colors we likewise have business 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 investor fundraising others real estate support and customized So within our support you can see we have incoming assigned dealing with resolved and sound this is in fact pretty good and we also have custom where I can actually start something from the scratch completely according to my service for me we just have the sales so I’m gon na choose the sales here and click on create private or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click on produce now it will just take a 2nd for a street to develop a pipeline for me so you can see this really looks pretty good now I will be able to add my Lead Series so you can really 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 on the top here include a box so click ADD box here and I’m going to include a box in the lead area here and let’s simply call it new and click on go into so now you can see we have one lead produced let’s say that there is really 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 in fact open this up in a new tab from here too but I’m just for now I’m just gon na work by doing this now you can see we have 2 leads then let’s say there was a called also there’s one negotiating so I’ll just merely click brand-new now when you create a lead we can actually click here and it will now open up the different fields that we included so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we produced keep in mind and then we have welcome colleagues so from here I can welcome the staff member we have include columns we have emails files and remarks you can change to the e-mails and it will show you the emails that you got in files we can even publish files and then 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 create a lead within your once you’re finished 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 two leads one gotten in touch with and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can carry out bulk actions such as erasing and sharing also uh one more thing with srix at the top you will have the ability to see we have personal choice we have these 3 dots where we can discover these stages Integrations and automation this is among the important ones click here and you’ll be able to in fact integrate um other apps within yourr transfer information for notifications for automations custom constructs and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they really quickly and create our CSV files likewise now I can switch to my various folders that we have here and I can produce a new pipeline we can switch to our simple Gmail really easily from here and it will also show me the e-mails that I will be getting for my pipelines that I have actually produced we will even have our merge emails now with our so this is the combine email and with merge e-mail what takes place is I can in fact develop a follow-up emails and different storage emails here and we have active advises so utilizing is really simple you can get started free of charge by just adding the combination and now you know how to utilize as a total newbie do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me provide some context about my career and how it connects to. As a self-employed journalist, I’ve dealt with various clients, handled numerous tasks at the same time, and kept an extensive network of contacts. Balancing these obligations can be overwhelming, and I acknowledged the need for a centralized system to improve my operations.
In my quest for a solution, I checked out different platforms but discovered 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.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly incorporates with Gmail, making it perfect for independent reporters who greatly depend on e-mail interaction. Here are some key benefits of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Organization:.
permits you to track and organize your emails easily, providing you a clear introduction of your communications with customers, leads, and partners.
You can produce adjustable pipelines directly within your inbox, making it simple to handle and keep an eye on the progress of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to visualize and manage your sales process from list building to task conclusion.
You can categorize contacts, produce custom-made phases, set tips, and track interactions, guaranteeing that no chance slips through the fractures.
Seamless Partnership and Team Effort:.
helps with collaboration by allowing you to share pipelines and communicate with employee within the platform.
You can designate tasks, share essential emails, and work together in real-time, improving efficiency and ensuring everyone remains on the very same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repetitive jobs.
You can develop templates for typical email actions, schedule follow-ups, and established pointers, saving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, offers benefits in terms of coding and software application development. Here’s how:.
supplies a robust API and extensive designer documents, making it simple to incorporate with other tools and develop customized solutions.
This flexibility allows independent journalists with coding abilities to extend the functionality of and tailor it to their particular requirements.
Project Management for Software Development:.
‘s pipeline feature can be adjusted to handle software application development projects, from ideation to implementation.
You can develop custom-made phases for different advancement phases, assign tasks to team members, and track progress effectively.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly user interface and easy-to-use features, lessening the learning curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collective functions that enhance teamwork and communication.
Developer-friendly API for combination and modification.
Affordable solution for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for full performance, limiting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While deals substantial advantages for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more cost effective option, particularly for freelancers and small companies.
HubSpot has a free variation, but advanced functions require a higher-tier paid membership.
Features and Intricacy:.
supplies a more detailed suite of features, including innovative marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is beneficial for users heavily reliant on e-mail communication.
As an independent journalist, handling your hiring process and client relationships is vital to your success. offers a cost effective and intuitive option that seamlessly integrates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it might not have the advanced functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a author, content, or editor creator, can empower you to take control of your freelance journalism career by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.