As a seasoned freelance journalist, I understand the obstacles of managing projects, tracking leads, and supporting client relationships. In this post, I will dive into the advantages of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey men invite back in this video I will be showing you how to utilize Streak Crm Platform Training In Person for your consumer relations cooperation interaction and much more so let’s enter it to start with you need to go to streak.com and you will arrive on this website right here now is a sort of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is truly incredible and I’ll reveal you how to do that as a complete beginner 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 get into the procedure now is readily available as an extension and it’s entirely free so as soon as you get to the website you’ll get this alternative here which is contribute 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 contribute 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 merely sign 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 merely scroll down and click on enable after adding this is what your Gmail will look like now you can see here in our easy you understand folders we are getting recently viewed all tracked emails and upgraded reply and after that 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 resembles our new control panel for here I’ll be able 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 in fact do that you will click new pipeline here and we have different alternatives to start with we have the stages so this is where you will select these phases for your pipeline and you can really we have a lead called pitched demonstration negotiating close phone closed uh you understand then we have supporting okay then we have Fields so in fields we have a date of last email last email from lead Source priority market deal size company size close rate e-mail thread count days and state and keeps in mind so if you wish to add another stage you will click on this Plus on top and you will give your phase a name let’s say that you in fact wanted to produce another um you know phase here for instance 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 in fact select different colors for each of the stages but I believe all of these are in fact already created so this is actually pretty outstanding what I will do is I will actually eliminate this one and if you feel like there is um I believe pitched and demonstration are sort of like the exact same thing we just opt for the pitch so what I’ll do is uh we have actually demo two 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 opt for 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 free kind a date check box drop down General e-mail email tracking task 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 choose this one here this is the field that was in fact missing and I’ll in fact rearrange and put the notes here all right email thread count close date alright business’s size deal size and Business size alright let’s eliminate the company size and I’m gon na actually find something else within the general where we have actually developed by date produced fans and more so I actually want to choose the created.
by or possibly the fans since I wish to keep an eye on my employee that are really following this so I will you know put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a lot of alternatives available within streak is actually among the easiest and among the most uh you understand flexible out there it’s very easy to use with design templates we have tasks too within my job again if I didn’t want to choose these sales if I did with projects then I can opt for the task phases right here and 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 various different colors we also have company Dev here you can see then we have employing so if you do employing then this is going to be your phases task search investor fundraising others realty support and custom So within our assistance you can see we have incoming appointed dealing with resolved and noise this is really pretty good and we likewise have customized where I can actually start something from the scratch totally according to my service for me we merely have the sales so I’m gon na opt for 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 choose the shared one here and click on develop now it will simply take a second for a street to develop a pipeline for me so you can see this in fact looks pretty good now I will have the ability to add my Lead Series so you can in fact click this drop down and we have handle phase or rename so as I proceed as I add various leads here what I I will do is I’ll just simply click and I’ll be able to add it click on the top here add a box so click ADD box here and I’m going to include a box in the lead area here and let’s simply call it brand-new and click enter 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 new I’m going to include another lead let’s call it new two we can really open this up in a brand-new tab from here too however I’m just for now I’m just gon na work in this manner now you can see we have two leads then let’s say there was a gotten in touch with as well there’s one negotiating so I’ll just merely click on new now once you produce a lead we can in fact click here and it will now open the various fields that we included so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we created remember and then we have welcome colleagues so from here I can invite the employee we have include columns we have e-mails files and remarks you can switch to the emails and it will show you the emails that you got in files we can even publish files and after that we have the remarks 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 create a lead within your as soon as you’re finished with this you can in fact click go into 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 two leads one contacted and something like this and this is where you will be getting your list we can select different leads from here the stages and we can perform bulk actions such as erasing and sharing too uh another thing with srix on top you will be able to see we have personal alternative we have these three dots where we can discover these stages Integrations and automation this is one of the important ones click on this link and you’ll be able to really integrate um other apps within yourr transfer data for alerts for automations customized develops and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they very easily and develop our CSV files similarly now I can switch to my various folders that we have here and I can develop a brand-new pipeline we can change to our easy Gmail extremely easily from here and it will likewise show me the emails that I will be getting for my pipelines that I have produced we will even have our merge e-mails now with our so this is the combine e-mail and with merge email what occurs is I can really develop a follow-up e-mails and various storage e-mails here and we have active instructs so utilizing is actually simple you can get started totally free by just adding the combination and now you understand how to use as a total beginner don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me provide some context about my career and how it connects to. As an independent reporter, I’ve worked with various clients, managed numerous projects all at once, and kept a substantial network of contacts. Juggling these duties can be overwhelming, and I acknowledged the requirement for a central system to improve my operations.
In my quest for a solution, I explored numerous platforms however discovered 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.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly integrates with Gmail, making it ideal for freelance journalists who greatly depend on email interaction. Here are some essential benefits of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Company:.
enables you to track and organize your emails effortlessly, giving you a clear summary of your interactions with clients, leads, and partners.
You can create personalized pipelines directly within your inbox, making it easy to handle and monitor the development of your projects and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and handle your sales procedure from lead generation to job completion.
You can classify contacts, create custom stages, set reminders, and track interactions, ensuring that no opportunity slips through the fractures.
Smooth Partnership and Teamwork:.
assists in cooperation by allowing you to share pipelines and interact with employee within the platform.
You can designate tasks, share important emails, and collaborate in real-time, enhancing performance and making sure everybody remains on the very same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repeated tasks.
You can create design templates for common email reactions, schedule follow-ups, and set up tips, saving you valuable time and effort.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, uses advantages in regards to coding and software application development. Here’s how:.
supplies a robust API and extensive designer documents, making it simple to incorporate with other tools and build custom options.
This flexibility allows freelance reporters with coding skills to extend the functionality of and tailor it to their particular requirements.
Project Management for Software Application Advancement:.
‘s pipeline function can be adapted to manage software advancement projects, from ideation to implementation.
You can create customized phases for various development stages, designate jobs to staff member, and track development effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and user friendly features, decreasing the finding out curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collaborative functions that improve team effort and interaction.
Developer-friendly API for integration and modification.
Cost-efficient service for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation features.
Dependence on Gmail for full performance, limiting compatibility with other email providers.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more cost effective service, particularly for freelancers and small companies.
HubSpot has a complimentary variation, but advanced features require a higher-tier paid membership.
Functions and Complexity:.
supplies a more comprehensive suite of functions, consisting of sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, offering a structured experience.
Both and incorporate with different third-party tools.
‘s seamless combination with Gmail is useful for users greatly reliant on email interaction.
As an independent reporter, handling your hiring procedure and customer relationships is vital to your success. offers a instinctive and inexpensive option that perfectly integrates with Gmail, enabling you to improve your operations and concentrate on your craft. While it might not have the advanced features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a content, editor, or writer developer, can empower you to take control of your freelance journalism career by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.