As a seasoned freelance journalist, I comprehend the obstacles of managing tasks, tracking leads, and supporting client relationships. In this post, I will dive into the advantages of utilizing for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for novices hey guys invite back in this video I will be revealing you how to utilize Streak Crm Free Vs Pro for your client relations cooperation interaction and much more so let’s get into it to start with you need to go to streak.com and you will land on this site right here now is a type of CRM that we can add to our simple Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is actually incredible and I’ll reveal you how to do that as a total newbie it will assist you personalize an ideal procedure for your team and you will have the ability to get your work done now let’s really enter the process now is offered as an extension and it’s completely complimentary so as soon as you get to the site you’ll get this option 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 add to Chrome click on ADD extension and your extension will be added alright 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 sign in make certain to sign.
into the exact 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 merely scroll down and click on allow after adding this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting 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 merges so you can see this resembles our brand-new control panel for here I’ll be able to produce a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go produce a brand-new pipeline let’s really do that you will click brand-new pipeline here and we have various alternatives first off we have the stages so this is where you will pick these phases for your pipeline and you can really we have a lead called 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 e-mail last email from lead Source priority industry offer size company size close rate email thread count days and state and keeps in mind so if you want to include another stage you will click this Plus on top and you will offer your phase a name let’s say that you actually wanted to produce another um you know phase here for instance let’s state I didn’t have no strings so I can develop right here.
and you can give it your color so we can in fact pick various colors for each of the stages however I believe all of these are really currently produced so this is in fact pretty outstanding 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 same thing we simply go with 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 demo here and after that 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 different fields that you desire so you will click this plus here and we have totally free type a date check box fall General e-mail email tracking job calls and meetings so I do not 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 opt for this one here this is the field that was really missing and I’ll in fact reorganize and put the notes here alright e-mail thread count close date okay business’s size offer size and Business size okay let’s get rid of the company size and I’m gon na actually find something else within the general where we have actually created by date developed fans and more so I in fact want to choose the developed.
by or perhaps the fans due to the fact that I want to keep track of my team members that are really following this so I will you know put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a lot of choices offered within streak is in fact among the easiest and among the most uh you know flexible out there it’s extremely easy to use with templates we have jobs too within my task again if I didn’t wish to choose these sales if I made with tasks then I can go with the job phases right here and again the fields the process is going to be similar you will select these stages from here on this plus button here and you can also provide it different various colors we also have service Dev here you can see then we have working with so if you do employing then this is going to be your phases task search financier fundraising others realty assistance and customized So within our assistance you can see we have actually inbound appointed 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 business 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 staff 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 in fact looks respectable now I will have the ability to add my Lead Series so you can actually click this drop down and we have manage phase or rename so as I continue as I add various 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 on ADD box here and I’m going to include a box in the lead section here and let’s simply call it new and click on enter so now you can see we have actually one lead developed 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 brand-new I’m going to include another lead let’s call it brand-new 2 we can in fact open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work in this manner now you can see we have 2 leads then let’s state there was a called as well there’s one working out so I’ll just simply click new now when you create a lead we can in fact click on this link and it will now open the various fields that we added so this is a brand-new Elite that I developed and we have all of these various columns we have the fields that we produced remember and after that we have welcome teammates so from here I can invite the team members we have add columns we have e-mails files and comments you can switch to the e-mails and it will show you the emails that you got in files we can even submit files and then we have the remarks at the top here again we have the call log we have our conference notes and we even have our.
accessories so this is how you develop a lead within your as soon as you’re finished with this you can in fact click on 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 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 deleting and sharing as well uh another thing with srix on top you will have the ability to see we have private choice we have these three dots where we can discover these phases Combinations and automation this is among the crucial ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer information for notices for automations customized constructs and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they really quickly and create our CSV files similarly now I can change to my various folders that we have here and I can create a new pipeline we can switch to our easy Gmail very easily from here and it will also show me the e-mails that I will be getting for my pipelines that I have developed we will even have our merge e-mails now with our so this is the merge email and with merge email what occurs is I can actually create a follow-up emails and different storage e-mails here and we have active advises so using is actually simple you can get started free of charge by simply adding the integration and now you understand how to utilize as a complete newbie do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me offer some context about my profession and how it associates with. As a freelance reporter, I have actually worked with many clients, handled multiple jobs all at once, and preserved an extensive network of contacts. Balancing these responsibilities can be overwhelming, and I acknowledged the need for a centralized system to simplify my operations.
In my quest for a service, I explored different platforms however found them to be either too costly or too intricate for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly incorporates with Gmail, making it perfect for independent reporters who heavily rely on email interaction. Here are some crucial benefits of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Company:.
enables you to track and organize your e-mails effortlessly, giving you a clear summary of your interactions with clients, leads, and partners.
You can produce adjustable pipelines directly within your inbox, making it easy to keep an eye on the progress and manage of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to visualize and handle your sales process from lead generation to task completion.
You can classify contacts, produce custom-made stages, set pointers, and track interactions, making sure that no chance slips through the cracks.
Seamless Partnership and Team Effort:.
assists in partnership by allowing you to share pipelines and interact with employee within the platform.
You can designate tasks, share essential emails, and work together in real-time, boosting performance and guaranteeing everyone stays on the exact same page.
‘s versatile workflow system enables you to customize your pipelines and automate repetitive tasks.
You can produce design templates for typical email reactions, schedule follow-ups, and set up pointers, conserving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in independent journalism, offers benefits in terms of coding and software application development. Here’s how:.
supplies a robust API and extensive developer documentation, making it easy to incorporate with other tools and construct custom solutions.
This flexibility allows self-employed reporters with coding abilities to extend the performance of and customize it to their specific needs.
Job Management for Software Advancement:.
‘s pipeline function can be adjusted to manage software application development tasks, from ideation to release.
You can develop custom stages for various development phases, assign tasks to employee, and track development efficiently.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
Instinctive user interface and user friendly functions, lessening the discovering curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collaborative features that improve teamwork and interaction.
Developer-friendly API for combination and personalization.
Cost-efficient service for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Dependence on Gmail for complete functionality, limiting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While deals substantial benefits for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
offers a more budget-friendly option, especially for freelancers and small companies.
HubSpot has a totally free variation, however advanced functions need a higher-tier paid subscription.
Features and Complexity:.
supplies a more thorough suite of features, consisting of advanced marketing automation and analytics.
concentrates on simplicity and ease of use, providing a structured experience.
Both and incorporate with numerous third-party tools.
‘s seamless combination with Gmail is advantageous for users heavily reliant on e-mail interaction.
As a self-employed journalist, handling your hiring process and client relationships is paramount to your success. offers a intuitive and budget friendly option that flawlessly incorporates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it may not have the sophisticated functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a content, editor, or writer creator, can empower you to take control of your freelance journalism career by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.