As a skilled freelance journalist, I understand the difficulties of managing tasks, tracking leads, and supporting customer relationships. In this post, I will dig into the benefits of utilizing for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for beginners hey people invite back in this video I will be showing you how to utilize Streak Converting Visitors To Leads Forms Blogging Crm Seo for your consumer relations partnership communication and far more so let’s enter into it firstly you require to go to streak.com and you will arrive at this website right here now is a sort of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is really fantastic and I’ll reveal you how to do that as a total newbie it will help you tailor a perfect procedure for your group and you will be able to get your work done now let’s actually enter into the procedure now is readily available as an extension and it’s totally totally free so when you get to the site you’ll get this option 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 add to Chrome click ADD extension and your extension will be added fine 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 ensure to sign.
into the very 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 allow after adding this is what your Gmail will look like now you can see here in our easy you understand folders we are getting just recently viewed all tracked emails and updated reply and then we have this 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 combines so you can see this resembles our new control panel for here I’ll have the ability to create a new pipeline we have our sales orders sales once 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 new pipeline here and we have various options firstly we have the stages so this is where you will select these stages for your pipeline and you can in fact we have a lead contacted pitched demo working out close phone closed uh you know then we have supporting alright then we have Fields so in fields we have a date of last email last e-mail from lead Source concern market deal size company size close rate e-mail thread count days and state and notes so if you wish to add another phase you will click on this Plus at the top and you will offer your phase a name let’s say that you in fact wanted to create another um you understand 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 in fact select various colors for each of the stages however I think all of these are actually already developed so this is in fact quite impressive what I will do is I will in fact eliminate this one and if you feel like there is um I believe pitched and demo are kind of like the exact same thing we just go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually 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 stages then I will scroll down to the fields here with each pipeline what are the various fields that you desire so you will click on this plus here and we have totally free form 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 really missing out on and I’ll actually reorganize and put the notes here fine email thread count close date alright business’s size offer size and Business size alright let’s eliminate the business size and I’m gon na actually discover something else within the general where we have actually developed by date produced fans and more so I actually wish to choose the produced.
by or possibly the followers since I want to track my staff member 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 choices readily available within streak is in fact among the easiest and one of the most uh you know versatile out there it’s really easy to use with templates we have tasks too within my project again if I didn’t wish to opt for these sales if I finished with projects then I can go with the job phases right here and again the fields the process is going to be comparable you will choose these stages from here on this plus button here and you can likewise give it various 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 real estate assistance and custom So within our assistance you can see we have incoming appointed working on fixed and noise this is in fact pretty good and we also have customized 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 on create 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 develop now it will just take a 2nd for a street to create a pipeline for me so you can see this actually looks respectable now I will be able to include my Lead Series so you can in fact click this drop down and we have manage phase or relabel so as I continue as I include various leads here what I I will do is I’ll just simply click and I’ll be able to include it click 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 just call it new and click on go into so now you can see we have actually one lead created let’s state that there is really 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 add another lead let’s call it new two we can in fact open this up in a brand-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 two leads then let’s say there was a called too there’s one working out so I’ll just merely click new now as soon as you create a lead we can really click here and it will now open up the various 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 invite colleagues so from here I can welcome the team members we have add columns we have e-mails files and comments you can change to the e-mails and it will reveal you the e-mails that you got in files we can even submit files and then we have the comments at the top here again we have the call log we have our meeting notes and we even have our.
attachments so this is how you produce a lead within your as soon as you’re finished with this you can actually click on 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 two leads one contacted and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh one more thing with srix at the top you will have the ability to see we have private option we have these three dots where we can discover these stages Combinations and automation this is one of the crucial ones click on this link and you’ll be able to in fact integrate um other apps within yourr transfer information for alerts for automations customized constructs and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they extremely easily and create our CSV files similarly now I can change to my various folders that we have here and I can produce a brand-new pipeline we can change to our basic Gmail extremely easily 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 email what happens is I can in fact create a follow-up e-mails and various storage emails here and we have active instructs so utilizing is truly easy you can begin free of charge by simply including the combination and now you know how to utilize as a complete novice don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me supply some context about my profession and how it associates with. As a freelance reporter, I’ve worked with many clients, handled multiple tasks all at once, and kept a comprehensive network of contacts. Juggling these obligations can be overwhelming, and I recognized the need for a central system to simplify my operations.
In my quest for a solution, I checked out numerous platforms however found them to be either too pricey or too intricate for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly incorporates with Gmail, making it perfect for self-employed journalists who greatly count on e-mail communication. Here are some key advantages of using for your freelance journalism hiring procedure:.
User-friendly Email Tracking and Company:.
allows you to track and arrange your emails effortlessly, giving you a clear overview of your communications with clients, leads, and partners.
You can develop personalized pipelines directly within your inbox, making it simple to keep an eye on the development and manage of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to picture and manage your sales procedure from lead generation to task conclusion.
You can categorize contacts, produce custom stages, set reminders, and track interactions, ensuring that no chance slips through the fractures.
Smooth Collaboration and Teamwork:.
helps with collaboration by permitting you to share pipelines and interact with employee within the platform.
You can designate jobs, share important e-mails, and collaborate in real-time, enhancing productivity and guaranteeing everyone stays on the same page.
‘s versatile workflow system allows you to customize your pipelines and automate repeated tasks.
You can create design templates for typical email actions, schedule follow-ups, and established tips, saving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, provides benefits in terms of coding and software application development. Here’s how:.
provides a robust API and comprehensive designer documentation, making it simple to incorporate with other tools and construct customized options.
This flexibility allows freelance journalists with coding skills to extend the functionality of and customize it to their particular requirements.
Job Management for Software Application Advancement:.
‘s pipeline function can be adjusted to handle software application development projects, from ideation to deployment.
You can develop custom-made stages for various advancement stages, appoint tasks to team members, and track progress efficiently.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and user friendly functions, reducing the learning curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collaborative features that boost team effort and interaction.
Developer-friendly API for combination and customization.
Cost-effective solution for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation functions.
Reliance on Gmail for complete functionality, limiting compatibility with other e-mail companies.
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 brief contrast:.
uses a more affordable solution, especially for freelancers and small companies.
HubSpot has a totally free version, but advanced functions need a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more comprehensive suite of features, consisting of advanced marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is useful for users greatly reliant on e-mail interaction.
As a freelance journalist, managing your hiring procedure and customer relationships is paramount to your success. offers a intuitive and inexpensive service that perfectly integrates with Gmail, allowing you to streamline your operations and focus on your craft. While it may not have the innovative features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re an editor, material, or writer developer, can empower you to take control of your freelance journalism career by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.