As an experienced freelance journalist, I comprehend the obstacles of handling jobs, tracking leads, and nurturing customer relationships. In this article, I will dive into the benefits 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 novices hey people welcome back in this video I will be revealing you how to use Streak Contacts Crm for your client relations cooperation communication and a lot more so let’s enter it first of all you require to go to streak.com and you will arrive on this website right here now is a kind 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 remarkable and I’ll reveal you how to do that as a complete beginner it will assist you tailor a best process for your team and you will have the ability to get your work done now let’s really enter the procedure now is offered as an extension and it’s totally free so once you get to the site you’ll get this alternative 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 on add 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 make certain to sign.
into the 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 just scroll down and click on enable after adding this is what your Gmail will look like now you can see here in our simple you understand folders we are getting just recently viewed all tracked e-mails and updated reply and then we have this brand-new alternative which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this is like our brand-new control panel for here I’ll have the ability to create a brand-new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go produce a new pipeline let’s actually do that you will click on new pipeline here and we have different options to start with we have the stages so this is where you will choose these phases for your pipeline and you can actually we have a lead called pitched demo working out close phone closed uh you understand then we have supporting all right then we have Fields so in fields we have a date of last e-mail last email from lead Source concern industry deal size business size close rate email thread count days and state and notes so if you wish to add another phase you will click on this Plus on top and you will offer your stage a name let’s say that you in fact wanted to produce another um you know stage here for instance let’s state I didn’t have no strings so I can create right here.
and you can offer it your color so we can actually choose various colors for each of the stages but I believe all of these are really already produced so this is in fact quite impressive what I will do is I will really eliminate this one and if you seem like there is um I think pitched and demonstration are type of like the exact same thing we simply opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s eliminate 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 phases then I will scroll down to the fields here with each pipeline what are the various fields that you desire so you will click this plus here and we have free kind a date check box drop down General email e-mail tracking job 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 go with this one here this is the field that was in fact missing and I’ll really rearrange and put the notes here alright e-mail thread count close date okay company’s size offer size and Business size alright let’s get rid of the business size and I’m gon na really discover something else within the general where we have created by date developed fans and more so I in fact want to choose the produced.
by or perhaps the fans because I wish to monitor my team members that are actually following this so I will you understand put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a lot of alternatives offered within streak is in fact one of the most convenient and one of the most uh you understand flexible out there it’s really easy to use with templates we have jobs too within my task again if I didn’t wish to choose these sales if I finished with jobs then I can opt for the task stages right here and once again the fields the procedure is going to be comparable you will pick these stages from here on this plus button here and you can likewise give it different different colors we also have business Dev here you can see then we have employing so if you do hiring then this is going to be your phases job search financier fundraising others realty assistance and custom So within our assistance you can see we have actually inbound designated dealing with dealt with and noise this is really respectable and we also have custom where I can really start something from the scratch absolutely according to my organization for me we simply have the sales so I’m gon na go with the sales here and click produce private or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click on create now it will simply take a second for a street to develop a pipeline for me so you can see this actually looks pretty good now I will be able to add my Lead Series so you can actually click this drop down and we have manage phase or rename so as I proceed as I add different leads here what I I will do is I’ll just merely click and I’ll be able to add 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 just call it brand-new and click go into so now you can see we have actually one lead produced let’s state that there is in fact 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 brand-new two we can actually open this up in a brand-new tab from here too however 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 gotten in touch with also there’s one working out so I’ll just simply click on brand-new now once you produce a lead we can in fact click on this link and it will now open the different fields that we added so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we developed remember and after that we have invite colleagues so from here I can invite the staff member we have add columns we have e-mails files and remarks you can switch to the e-mails and it will show you the e-mails that you got in files we can even submit files and then we have the comments 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 really click enter 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 2 leads one contacted and something like this and this is where you will be getting your list we can choose various leads from here the stages and we can perform bulk actions such as erasing and sharing also uh another thing with srix on top you will be able to see we have private choice we have these three dots where we can discover these phases Combinations and automation this is one of the crucial ones click on this link and you’ll be able to really incorporate um other apps within yourr transfer information for notices for automations custom-made builds and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export information they extremely quickly and create our CSV files similarly now I can change to my different folders that we have here and I can develop a brand-new pipeline we can switch to our simple Gmail extremely easily from here and it will likewise show me the emails that I will be getting for my pipelines that I have actually created we will even have our merge emails now with our so this is the combine e-mail and with merge e-mail what takes place is I can in fact create a follow-up e-mails and different storage e-mails here and we have active advises so using is really easy you can begin totally free by simply including the integration and now you know how to use as a total beginner do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me supply some context about my career and how it relates to. As a freelance reporter, I’ve dealt with many clients, handled numerous tasks simultaneously, and maintained a comprehensive network of contacts. Juggling these duties can be frustrating, and I recognized the requirement for a central system to improve my operations.
In my quest for a service, I explored numerous platforms but discovered them to be either too costly or too complex for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly incorporates with Gmail, making it perfect for independent journalists who greatly depend on e-mail communication. Here are some essential benefits of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Organization:.
permits you to track and organize your emails easily, giving you a clear introduction of your interactions with customers, leads, and collaborators.
You can create personalized pipelines directly within your inbox, making it simple to keep track of the progress and manage of your projects and jobs.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales procedure from list building to task completion.
You can classify contacts, create custom-made stages, set reminders, and track interactions, making sure that no chance slips through the cracks.
Seamless Cooperation and Team Effort:.
facilitates collaboration by permitting you to share pipelines and communicate with employee within the platform.
You can assign tasks, share important emails, and work together in real-time, enhancing productivity and ensuring everyone stays on the exact same page.
Adjustable Workflows:.
‘s versatile workflow system allows you to customize your pipelines and automate repetitive tasks.
You can produce templates for common e-mail reactions, schedule follow-ups, and set up pointers, saving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in independent journalism, uses benefits in regards to coding and software application development. Here’s how:.
Developer-Friendly Integration:.
offers a robust API and substantial developer documents, making it simple to integrate with other tools and develop custom services.
This versatility permits self-employed reporters with coding skills to extend the performance of and customize it to their particular requirements.
Task Management for Software Advancement:.
‘s pipeline function can be adjusted to handle software application development jobs, from ideation to deployment.
You can create custom phases for different advancement phases, designate jobs to staff member, and track development efficiently.
Advantages and disadvantages of
Pros:.
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly interface and easy-to-use features, decreasing the learning curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collective functions that boost team effort and communication.
Developer-friendly API for combination and modification.
Economical service for freelancers and small businesses.
Cons:.
Minimal reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for complete performance, restricting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
Cost:.
offers a more affordable solution, particularly for freelancers and small businesses.
HubSpot has a complimentary variation, but advanced functions require a higher-tier paid membership.
Features and Intricacy:.
provides a more extensive suite of functions, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, offering a streamlined experience.
Integration:.
Both and incorporate with various third-party tools.
‘s seamless integration with Gmail is helpful for users heavily reliant on e-mail interaction.
Conclusion:.
As a freelance reporter, managing your hiring procedure and customer relationships is critical to your success. offers a inexpensive and intuitive solution that perfectly incorporates with Gmail, enabling you to improve your operations and concentrate on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a writer, editor, or material developer, can empower you to take control of your freelance journalism profession by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.