As a seasoned freelance reporter, I understand the difficulties of managing tasks, tracking leads, and supporting client relationships. In this article, I will delve into the advantages of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey guys invite back in this video I will be revealing you how to utilize Streak Crm Nonprofit for your customer relations cooperation communication and much more so let’s enter into it first of all you need to go to streak.com and you will arrive on this website right here now is a type 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 actually fantastic and I’ll reveal you how to do that as a complete newbie it will help you customize an ideal procedure for your team and you will have the ability to get your work done now let’s in fact get into the process now is readily available as an extension and it’s completely free so once you get to the website you’ll get this option here which is add 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 added alright 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 simply sign in make certain to sign.
into the very same Gmail that you have added the uh you know streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click enable after adding this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting just recently seen all tracked emails and updated reply and then we have this brand-new alternative 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 brand-new dashboard for here I’ll be able to create a brand-new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go produce a new pipeline let’s in fact do that you will click on new pipeline here and we have various choices firstly we have the stages so this is where you will choose these stages for your pipeline and you can actually we have a lead called pitched demonstration working out close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last email last e-mail from lead Source priority market deal size business size close rate e-mail thread count days and state and notes so if you wish to include another stage you will click on this Plus on top and you will provide your stage a name let’s state that you really wished to produce another um you know stage 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 really select various colors for each of the stages however I believe all of these are really currently created so this is actually quite 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 exact same thing we simply go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s get rid of the demonstration 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 stages then I will scroll down to the fields here with each pipeline what are the various fields that you want so you will click on this plus here and we have totally free type a date check box fall General e-mail e-mail tracking job 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 go with this one here this is the field that was really missing out on and I’ll in fact 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 eliminate the business size and I’m gon na really discover something else within the basic where we have developed by date created followers and more so I really wish to choose the produced.
by or perhaps the fans due to the fact that I want to monitor my employee that are really following this so I will you understand 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 great deal of choices offered within streak is actually among the most convenient and one of the most uh you know flexible out there it’s very easy to use with templates we have tasks too within my task once again if I didn’t want to go for these sales if I made with jobs then I can choose the job stages right here and again the fields the procedure is going to be similar you will choose these phases from here on this plus button here and you can likewise provide it different different colors we also have company Dev here you can see then we have working with so if you do working with then this is going to be your stages job search financier fundraising others real estate assistance and custom So within our assistance you can see we have actually incoming assigned working on fixed and noise this is in fact respectable and we also have custom-made where I can in fact start something from the scratch totally according to my company for me we simply have the sales so I’m gon na choose the sales here and click on develop 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 create now it will just take a second for a street to create a pipeline for me so you can see this in fact looks pretty good now I will have the ability to include my Lead Series so you can in fact 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 simply click and I’ll have the ability to include it click the top here add a box so click 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 enter so now you can see we have 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 include another lead let’s call it brand-new two we can in fact open this up in a new tab from here too but I’m just for now I’m just gon na work this way now you can see we have two leads then let’s say there was a called also there’s one negotiating so I’ll just simply click on brand-new now as soon as you produce a lead we can actually click on this link and it will now open up the various fields that we included so this is a new Elite that I produced and we have all of these different columns we have the fields that we created remember and then we have invite colleagues so from here I can invite the employee we have include columns we have emails files and remarks you can switch to the emails and it will show you the e-mails that you got in files we can even submit files and after that we have the comments 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 create a lead within your when you’re done 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 gotten in touch with and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can carry out bulk actions such as erasing and sharing also uh another 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 find these phases Combinations and automation this is among the important ones click here and you’ll have the ability to really integrate um other apps within yourr transfer information for notifications for automations customized builds and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they extremely quickly and develop our CSV files likewise now I can change to my different folders that we have here and I can create a brand-new pipeline we can change to our basic Gmail extremely easily from here and it will likewise show me the emails that I will be receiving for my pipelines that I have actually produced we will even have our merge e-mails now with our so this is the merge e-mail and with merge email what takes place is I can in fact produce a follow-up emails and different storage emails here and we have active advises so using is truly easy you can start for free by just including the combination and now you understand how to utilize as a total newbie do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me supply some context about my profession and how it connects to. As a freelance journalist, I have actually worked with various clients, managed several tasks simultaneously, and preserved a comprehensive network of contacts. Balancing these obligations can be overwhelming, and I recognized the requirement for a central system to improve my operations.
In my mission for a solution, I explored numerous platforms however found them to be either too expensive or too complex for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly incorporates with Gmail, making it perfect for independent journalists who heavily depend on e-mail interaction. Here are some key benefits of using for your freelance journalism employing process:.
Intuitive Email Tracking and Organization:.
permits you to track and arrange your emails easily, providing you a clear summary of your interactions with customers, leads, and partners.
You can produce personalized pipelines straight within your inbox, making it easy to handle and keep track of the development of your projects and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and handle your sales procedure from lead generation to task conclusion.
You can classify contacts, produce customized stages, set reminders, and track interactions, ensuring that no opportunity slips through the fractures.
Smooth Cooperation and Teamwork:.
assists in collaboration by allowing you to share pipelines and interact with staff member within the platform.
You can appoint tasks, share essential emails, and collaborate in real-time, improving productivity and ensuring everybody stays on the exact same page.
‘s versatile workflow system enables you to tailor your pipelines and automate repetitive tasks.
You can develop templates for typical email actions, schedule follow-ups, and established tips, saving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, provides advantages in regards to coding and software development. Here’s how:.
offers a robust API and comprehensive designer documents, making it simple to incorporate with other tools and construct custom options.
This flexibility allows self-employed reporters with coding abilities to extend the performance of and customize it to their particular needs.
Project Management for Software Application Development:.
‘s pipeline feature can be adapted to handle software application advancement jobs, from ideation to implementation.
You can create customized stages for various development phases, appoint tasks to employee, and track development efficiently.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
User-friendly interface and easy-to-use features, minimizing the learning curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collective functions that enhance team effort and communication.
Developer-friendly API for integration and customization.
Economical solution for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation functions.
Reliance on Gmail for complete performance, restricting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
offers a more budget-friendly service, especially for freelancers and small businesses.
HubSpot has a free variation, however advanced functions require a higher-tier paid membership.
Features and Complexity:.
provides a more detailed suite of features, including advanced marketing automation and analytics.
concentrates on simpleness and ease of use, providing a streamlined experience.
Both and incorporate with different third-party tools.
‘s seamless integration with Gmail is helpful for users greatly reliant on e-mail communication.
As an independent journalist, managing your hiring procedure and customer relationships is critical to your success. deals a economical and intuitive option that flawlessly integrates with Gmail, allowing you to enhance your operations and focus on your craft. While it may not have the advanced features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a writer, material, or editor creator, 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.