As a skilled freelance journalist, I understand the challenges of managing projects, tracking leads, and supporting client relationships. In this post, I will delve into the advantages of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for newbies hey guys welcome back in this video I will be showing you how to use Is Streak Based On Suite Crm for your client relations collaboration communication and much more so let’s get into it first off you require to go to streak.com and you will arrive at this website right here now is a kind of CRM that we can add to our basic Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is truly amazing and I’ll reveal you how to do that as a total newbie it will assist you personalize a perfect procedure for your group and you will have the ability to get your work done now let’s in fact enter into the process now is readily available as an extension and it’s completely complimentary so once you get to the site you’ll get this alternative here which is contribute 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 on add to Chrome click ADD extension and your extension will be included okay 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 simply check in ensure to sign.
into the exact same Gmail that you have actually added the uh you know streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click permit after including this is what your Gmail will look like now you can see here in our easy you know folders we are getting just recently viewed all tracked e-mails and updated reply and then 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 merges 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 once again we have our Sports and hiring so this is where we’ll go create a new pipeline let’s in fact do that you will click on brand-new pipeline here and we have different options first of all we have the stages so this is where you will choose these phases for your pipeline and you can actually we have a lead gotten in touch with 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 priority industry deal size company size close rate email thread count days and state and notes so if you wish to add another stage you will click this Plus at the top and you will provide your stage a name let’s say that you actually wanted to produce another um you know phase here for instance let’s say I didn’t have no strings so I can develop right here.
and you can provide it your color so we can really choose various colors for each of the stages however I believe all of these are in fact already created so this is in fact quite remarkable what I will do is I will actually get rid of this one and if you seem like there is um I think 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 demo two what I’ll do is in fact let’s eliminate the demonstration here and then we have negotiating 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 different fields that you want so you will click this plus here and we have complimentary kind a date check box fall General e-mail e-mail 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 reorganize and put the notes here all right e-mail thread count close date okay company’s size deal size and Business size fine let’s eliminate the company size and I’m gon na in fact find something else within the general where we have actually created by date produced followers and more so I really want to choose the created.
by or perhaps the followers because I want to keep an eye on my staff member that are actually 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 in fact one of the easiest and one of the most uh you know flexible out there it’s extremely easy to use with templates we have tasks too within my job once again if I didn’t wish to opt for these sales if I did with tasks then I can go with the task stages right here and once again the fields the procedure is going to be comparable you will select these phases from here on this plus button here and you can likewise provide it various various colors we also have service Dev here you can see then we have working with so if you do hiring then this is going to be your phases job search financier fundraising others property assistance and custom So within our support you can see we have actually incoming assigned working on solved and sound this is really respectable and we likewise have customized where I can really start something from the scratch completely according to my organization for me we merely have the sales so I’m gon na opt for the sales here and click produce private or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click on produce now it will just take a 2nd for a street to produce a pipeline for me so you can see this really looks pretty good now I will be able to include my Lead Series so you can actually click on this fall and we have manage stage 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 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 add a box in the lead section here and let’s simply call it new and click on go into so now you can see we have actually one lead developed let’s say that there is in fact closed one so I’m going to include one here let’s just for now let’s call it brand-new I’m going to include another lead let’s call it brand-new two we can in fact open this up in a brand-new tab from here too however I’m just for now I’m just gon na work this way now you can see we have two leads then let’s state there was a called also there’s one working out so I’ll just simply click new now once you develop a lead we can really click on this link and it will now open the different 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 produced keep in mind and after that 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 submit files and after that we have the comments at the top here once again we have the call log we have our meeting notes and we even have our.
attachments so this is how you develop a lead within your as soon as you’re done with this you can in fact click on go into and it will be closed now it will show you something like this we have all of our information gathered here and at the top we’re getting our account such as 2 leads one gotten in touch with and something like this and this is where you will be getting your list we can select different leads from here the stages and we can carry out bulk actions such as deleting and sharing as well uh one more thing with srix at the top you will have the ability to see we have personal option we have these 3 dots where we can discover these stages Integrations and automation this is one of the important ones click on this link and you’ll have the ability to really integrate um other apps within yourr transfer data for notifications for automations custom-made constructs and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they really easily and create our CSV files likewise now I can change to my different folders that we have here and I can produce a new pipeline we can change to our easy Gmail really quickly from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our combine emails now with our so this is the merge e-mail and with combine email what takes place is I can really develop a follow-up emails and different storage emails here and we have active advises so utilizing is really easy you can begin totally free by just adding the integration and now you know how to utilize as a complete newbie don’t.
My Journey as a Freelance Journalist:.
Before 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 have actually dealt with various clients, managed numerous projects concurrently, and maintained an extensive network of contacts. Juggling these obligations can be frustrating, and I acknowledged the need for a central system to streamline my operations.
In my quest for a service, I explored numerous platforms but discovered them to be either too pricey or too intricate for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly integrates with Gmail, making it perfect for self-employed journalists who greatly rely on email interaction. Here are some crucial benefits of using for your freelance journalism working with procedure:.
User-friendly Email Tracking and Organization:.
permits you to track and organize your emails easily, offering you a clear summary of your interactions with customers, leads, and collaborators.
You can produce adjustable pipelines straight within your inbox, making it easy to keep track of the progress and handle of your assignments and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and handle your sales process from lead generation to job completion.
You can categorize contacts, create custom phases, set reminders, and track interactions, making sure that no chance slips through the cracks.
Smooth Collaboration and Team Effort:.
assists in cooperation by permitting you to share pipelines and interact with team members within the platform.
You can assign tasks, share crucial emails, and team up in real-time, improving productivity and guaranteeing everyone stays on the same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repetitive jobs.
You can produce templates for typical email responses, schedule follow-ups, and set up pointers, saving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, offers advantages in regards to coding and software application advancement. Here’s how:.
provides a robust API and substantial developer paperwork, making it easy to incorporate with other tools and develop custom-made solutions.
This versatility permits freelance journalists with coding abilities to extend the functionality of and customize it to their particular needs.
Job Management for Software Advancement:.
‘s pipeline feature can be adapted to manage software development jobs, from ideation to deployment.
You can produce customized stages for various development stages, appoint jobs to staff member, and track progress effectively.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and user friendly features, reducing the discovering curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collective functions that enhance teamwork and interaction.
Developer-friendly API for integration and customization.
Cost-efficient option for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation functions.
Reliance on Gmail for complete functionality, restricting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers substantial benefits for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more affordable service, particularly for freelancers and small companies.
HubSpot has a complimentary variation, but advanced functions need a higher-tier paid subscription.
Functions and Intricacy:.
provides a more extensive suite of functions, including innovative marketing automation and analytics.
concentrates on simpleness and ease of use, offering a streamlined experience.
Both and integrate with different third-party tools.
‘s seamless integration with Gmail is beneficial for users heavily reliant on email communication.
As a self-employed reporter, handling your hiring procedure and client relationships is critical to your success. deals a user-friendly and budget friendly solution that flawlessly incorporates with Gmail, enabling you to streamline your operations and focus on your craft. While it might not have the innovative functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re an editor, writer, or content creator, can empower you to take control of your freelance journalism profession 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.