As a seasoned freelance journalist, I comprehend the difficulties of handling jobs, tracking leads, and supporting client relationships. In this post, I will dive into the benefits of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey men welcome back in this video I will be revealing you how to use Streak Crm Français for your consumer relations partnership interaction and a lot more so let’s enter it first of all you need to go to streak.com and you will arrive on this site right here now is a kind of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Hub 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 total novice it will assist you customize a perfect process for your team and you will be able to get your work done now let’s actually get into the procedure now is available as an extension and it’s totally complimentary so once you get to the website you’ll get this option here which is add 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 on ADD extension and your extension will be included all right it’s done and now it is contributing 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 simply check in make certain 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 permit after including this is what your Gmail will look like now you can see here in our simple you know folders we are getting just recently viewed all tracked e-mails and updated reply and then we have this new choice 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 is like our new dashboard for here I’ll be able to develop a brand-new pipeline we have our sales orders sales 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 new pipeline here and we have various choices first off we have the stages so this is where you will select these phases for your pipeline and you can actually we have a lead contacted pitched demonstration working out close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last email last e-mail from lead Source priority market deal size company size close rate email thread count days and state and notes so if you want to add another stage you will click this Plus at the top and you will offer your stage a name let’s say that you actually wanted to develop another um you understand stage here for instance let’s state I didn’t have no strings so I can produce right here.
and you can offer it your color so we can really select different colors for each of the stages however I believe all of these are actually already developed so this is actually quite remarkable what I will do is I will really get rid of this one and if you seem like there is um I think pitched and demonstration are type of like the very same thing we simply opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is in fact let’s get rid of the demonstration here and then we have negotiating with negotiating I can choose 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 different fields that you desire so you will click this plus here and we have totally free form a date check box drop down General email e-mail tracking job 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 go with this one here this is the field that was really missing and I’ll in fact rearrange and put the notes here okay email thread count close date fine business’s size offer size and Business size fine let’s get rid of the company size and I’m gon na in fact find something else within the general where we have developed by date produced fans and more so I really want to choose the created.
by or perhaps the fans because I wish to track my employee that are actually 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 options available within streak is actually one of the simplest and among the most uh you understand flexible out there it’s extremely easy to use with templates we have projects too within my project again if I didn’t want to opt for these sales if I made 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 phases from here on this plus button here and you can also give it different different colors we likewise have service Dev here you can see then we have hiring so if you do working with then this is going to be your stages task search financier fundraising others real estate support and custom So within our support you can see we have actually incoming designated working on dealt with and sound this is actually respectable and we also have custom where I can actually start something from the scratch absolutely according to my company for me we simply have the sales so I’m gon na go with the sales here and click on create personal 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 develop now it will simply take a second for a street to produce a pipeline for me so you can see this really looks respectable now I will be able to include my Lead Series so you can in fact click on this drop down and we have manage phase or rename 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 include a box in the lead section here and let’s just call it brand-new and click on go into so now you can see we have one lead developed let’s say that there is actually 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 new 2 we can really open this up in a new tab from here too but I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s say there was a gotten in touch with too there’s one negotiating so I’ll just merely click on brand-new now when you create a lead we can actually click here and it will now open up the various fields that we included so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we produced remember and then we have invite colleagues so from here I can invite the staff member we have add columns we have emails files and comments you can switch 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 once again we have the call log we have our conference notes and we even have our.
attachments so this is how you produce a lead within your when you’re made with this you can in fact 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 two leads one gotten in touch with and something like this and this is where you will be getting your list we can select various leads from here the stages and we can carry out bulk actions such as deleting and sharing too uh another thing with srix on top you will have the ability to see we have private choice we have these 3 dots where we can find these stages Combinations and automation this is one of the crucial ones click on this link and you’ll have the ability to actually incorporate um other apps within yourr transfer information for notifications for automations custom-made builds and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and produce our CSV files similarly now I can switch to my various folders that we have here and I can create a new pipeline we can change to our simple Gmail really quickly from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have actually developed we will even have our merge emails now with our so this is the merge email and with combine e-mail what happens is I can actually produce a follow-up e-mails and various storage emails here and we have active instructs so using is truly easy you can get going totally free by simply including the integration and now you understand how to use as a complete newbie do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me offer some context about my profession and how it associates with. As a freelance journalist, I have actually dealt with various clients, managed numerous projects concurrently, and kept an extensive network of contacts. Juggling these responsibilities can be frustrating, and I acknowledged the need for a centralized system to enhance my operations.
In my mission for an option, I checked out various platforms but discovered them to be either too intricate or too pricey for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly incorporates with Gmail, making it perfect for freelance journalists who heavily count on email communication. Here are some essential benefits of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Organization:.
enables you to track and arrange your emails effortlessly, offering you a clear introduction of your interactions with clients, leads, and partners.
You can create customizable pipelines straight within your inbox, making it easy to keep track of the development and handle of your jobs and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to envision and handle your sales procedure from lead generation to project completion.
You can categorize contacts, produce custom-made phases, set pointers, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Cooperation and Team Effort:.
facilitates cooperation by allowing you to share pipelines and communicate with staff member within the platform.
You can appoint jobs, share important emails, and work together in real-time, boosting efficiency and ensuring everybody remains on the very same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repeated tasks.
You can create design templates for typical email reactions, schedule follow-ups, and set up pointers, saving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, offers benefits in terms of coding and software advancement. Here’s how:.
provides a robust API and extensive designer paperwork, making it simple to incorporate with other tools and build customized options.
This versatility enables freelance journalists with coding abilities to extend the functionality of and customize it to their specific requirements.
Project Management for Software Development:.
‘s pipeline feature can be adapted to manage software advancement tasks, from ideation to release.
You can develop custom-made phases for different development phases, assign jobs to team members, and track progress effectively.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive user interface and user friendly functions, minimizing the learning curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collaborative features that improve teamwork and communication.
Developer-friendly API for combination and modification.
Affordable option for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation features.
Dependence on Gmail for complete functionality, limiting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While offers considerable benefits for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more budget friendly option, specifically for freelancers and small businesses.
HubSpot has a totally free version, however advanced features require a higher-tier paid subscription.
Features and Intricacy:.
offers a more extensive suite of features, consisting of sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Both and integrate with various third-party tools.
‘s seamless integration with Gmail is beneficial for users greatly reliant on email communication.
As a freelance journalist, handling your hiring process and client relationships is paramount to your success. offers a budget-friendly and user-friendly option that effortlessly integrates with Gmail, allowing you to improve your operations and concentrate on your craft. While it might not have the sophisticated features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a content, editor, or author developer, can empower you to take control of your freelance journalism career 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.