As a seasoned freelance journalist, I comprehend the difficulties of managing tasks, tracking leads, and supporting client relationships. In this article, I will delve into the benefits of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey people welcome back in this video I will be revealing you how to utilize Streak Crm Objects for your consumer relations cooperation communication and a lot more so let’s get into it firstly you require to go to streak.com and you will land on this website 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 actually turn our Gmail into a platform which is actually incredible and I’ll show you how to do that as a total newbie it will assist you tailor a perfect process for your team and you will be able to get your work done now let’s really enter into the process now is available as an extension and it’s entirely totally free so as soon as you get to the website you’ll get this alternative 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 add to Chrome click on ADD extension and your extension will be included okay 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 ensure to sign.
into the very same Gmail that you have added the uh you understand streak to now it will ask you for your access 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 recently viewed all tracked emails and upgraded reply and after that we have this new option 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 brand-new control panel for here I’ll have the ability to create a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go create a brand-new pipeline let’s in fact do that you will click on new pipeline here and we have different alternatives first off we have the stages so this is where you will select these stages for your pipeline and you can actually we have a lead gotten in touch with pitched demonstration negotiating close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority industry offer size company size close rate e-mail thread count days and state and notes so if you wish to include another phase you will click this Plus at the top and you will give your phase a name let’s state that you really wished to produce another um you understand phase here for example let’s say I didn’t have no strings so I can create right here.
and you can provide it your color so we can actually pick various colors for each of the stages however I believe all of these are actually already produced so this is in fact quite excellent 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 type of like the same thing we simply opt for the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s get rid of the demo here and after that we have negotiating with negotiating I can choose 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 different fields that you desire so you will click this plus here and we have totally free kind a date check box drop down General e-mail e-mail 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 actually missing and I’ll really rearrange and put the notes here okay email thread count close date all right business’s size deal size and Company size alright let’s get rid of the business size and I’m gon na actually discover something else within the general where we have developed by date developed fans and more so I in fact wish to choose the created.
by or maybe the fans because I wish to keep an eye on my employee that are in fact 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 great deal of options offered within streak is really one of 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 job again if I didn’t wish to choose these sales if I finished with projects then I can opt for the project phases right here and once again the fields the process is going to be comparable you will pick these phases from here on this plus button here and you can also provide it different various colors we likewise have business Dev here you can see then we have working with so if you do employing then this is going to be your stages task search financier fundraising others property support and custom So within our support you can see we have incoming assigned working on resolved and sound this is actually respectable and we also have custom where I can actually start something from the scratch totally according to my organization for me we just have the sales so I’m gon na go with the sales here and click develop personal or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click on develop now it will simply take a 2nd for a street to create a pipeline for me so you can see this really looks pretty good now I will have the ability to include my Lead Series so you can really click this drop down and we have manage stage or rename so as I proceed as I include different leads here what I I will do is I’ll just merely click and I’ll have the ability to include it click the top here add a box so click on ADD box here and I’m going to add a box in the lead section here and let’s just call it new and click go into so now you can see we have one lead developed let’s say that there is in fact 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 two we can really open this up in a new tab from here too but I’m just for now I’m just gon na work by doing this now you can see we have two leads then let’s say there was a called also there’s one working out so I’ll just simply click on brand-new now once 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 new Elite that I produced and we have all of these different columns we have the fields that we produced remember and then we have welcome teammates so from here I can invite the employee we have include columns we have e-mails files and comments you can switch to the e-mails and it will show you the e-mails that you got in files we can even upload files and then we have the comments at the top here 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 when you’re made with this you can really click on get in and it will be closed now it will show you something like this we have all of our information gathered here and at the top we’re getting our account such as 2 leads one gotten in touch with 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 carry out bulk actions such as deleting 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 stages Integrations and automation this is among the crucial ones click on this link and you’ll be able to actually incorporate um other apps within yourr transfer information for alerts for automations customized constructs and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they very quickly and produce our CSV files similarly now I can switch to my different folders that we have here and I can develop a new pipeline we can switch to our basic Gmail very quickly from here and it will likewise show me the emails that I will be receiving for my pipelines that I have developed we will even have our combine e-mails now with our so this is the merge email and with merge email what occurs is I can in fact develop a follow-up e-mails and various storage emails here and we have active advises so utilizing is truly simple you can begin totally free by simply adding the combination and now you know how to use as a total newbie don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me supply some context about my profession and how it associates with. As a freelance journalist, I have actually worked with many customers, handled numerous tasks simultaneously, and preserved a substantial network of contacts. Balancing these obligations can be frustrating, and I acknowledged the need for a centralized system to enhance my operations.
In my mission for a solution, I explored numerous platforms however discovered them to be either too expensive or too complicated for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that seamlessly integrates with Gmail, making it perfect for self-employed journalists who heavily rely on e-mail communication. Here are some essential benefits of using for your freelance journalism working with process:.
Instinctive Email Tracking and Company:.
allows you to track and organize your emails easily, offering you a clear introduction of your communications with customers, leads, and partners.
You can create personalized pipelines directly within your inbox, making it easy to handle and keep an eye on the development of your tasks and jobs.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and manage your sales process from list building to job conclusion.
You can classify contacts, create customized stages, set suggestions, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Collaboration and Teamwork:.
facilitates cooperation by enabling you to share pipelines and communicate with staff member within the platform.
You can designate tasks, share crucial e-mails, and team up in real-time, enhancing performance and guaranteeing everybody remains on the same page.
‘s versatile workflow system enables you to tailor your pipelines and automate recurring jobs.
You can develop design templates for common email reactions, schedule follow-ups, and set up suggestions, conserving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, provides benefits in regards to coding and software application advancement. Here’s how:.
provides a robust API and extensive designer paperwork, making it easy to integrate with other tools and develop customized options.
This versatility allows independent journalists with coding abilities to extend the performance of and customize it to their specific requirements.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to manage software development projects, from ideation to release.
You can produce customized phases for different development stages, appoint jobs to staff member, and track development efficiently.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
User-friendly interface and easy-to-use features, minimizing the discovering curve.
Adjustable pipelines and workflows to adapt to private requirements.
Collective features that improve team effort and interaction.
Developer-friendly API for integration and modification.
Cost-effective option for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation features.
Reliance on Gmail for complete performance, limiting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While offers considerable benefits for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more affordable service, especially for freelancers and small companies.
HubSpot has a complimentary variation, however advanced functions require a higher-tier paid membership.
Features and Complexity:.
offers a more thorough suite of features, including advanced marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Both and integrate with different third-party tools.
‘s seamless integration with Gmail is advantageous for users heavily reliant on email communication.
As an independent reporter, handling your hiring procedure and customer relationships is vital to your success. offers a instinctive and cost effective solution that flawlessly incorporates with Gmail, allowing you to streamline your operations and concentrate 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 a perfect choice for freelance journalists.
Whether you’re a material, editor, or author creator, can empower you to take control of your freelance journalism profession by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.