As a seasoned freelance journalist, I understand the challenges of handling tasks, tracking leads, and supporting client relationships. In this short article, I will dive into the advantages of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey people invite back in this video I will be showing you how to utilize Streak Crm Sales Forecasting for your customer relations cooperation communication and a lot more so let’s enter it first off you require to go to streak.com and you will arrive at this site right here now is a kind of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is actually remarkable and I’ll show you how to do that as a complete newbie it will help you customize a best 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 totally free so as soon as you get to the site you’ll get this choice here which is contribute 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 added all right 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 make sure to sign.
into the 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 merely scroll down and click on allow after including this is what your Gmail will look like now you can see here in our basic you understand folders we are getting just recently viewed all tracked e-mails and upgraded reply and after that we have this brand-new choice 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 new control panel for here I’ll have the ability to produce a brand-new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go produce a new pipeline let’s really do that you will click brand-new pipeline here and we have different 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 demo working out close phone closed uh you understand then we have supporting alright then we have Fields so in fields we have a date of last email last e-mail from lead Source concern market deal size business size close rate e-mail thread count days and state and notes so if you want to add another phase you will click on this Plus on top and you will provide your phase a name let’s state that you actually wished to develop another um you understand stage here for example let’s state I didn’t have no strings so I can create right here.
and you can give it your color so we can actually pick different colors for each of the stages but I believe all of these are in fact already created so this is actually pretty remarkable what I will do is I will in fact get rid of this one and if you seem like there is um I believe pitched and demo are kind of like the very same thing we just choose the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s eliminate the demo here and then we have negotiating 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 different fields that you desire so you will click on this plus here and we have complimentary form a date check box drop down General email e-mail tracking task 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 choose this one here this is the field that was in fact missing and I’ll in fact reorganize and put the notes here all right e-mail thread count close date alright company’s size deal size and Business size fine let’s eliminate the business size and I’m gon na actually find something else within the general where we have created by date created fans and more so I in fact wish to choose the developed.
by or possibly the followers because 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 choices readily available within streak is really one of the simplest and one of the most uh you understand versatile out there it’s extremely easy to use with design templates we have projects too within my project again if I didn’t want to opt for these sales if I made with tasks then I can opt for the project phases right here and again the fields the procedure is going to be comparable you will select these phases from here on this plus button here and you can likewise provide it various various colors we also have company Dev here you can see then we have hiring so if you do hiring then this is going to be your stages task search investor fundraising others property assistance and custom-made So within our support you can see we have inbound designated dealing with fixed and noise this is actually respectable and we likewise have customized where I can actually start something from the scratch completely according to my business for me we just have the sales so I’m gon na choose the sales here and click produce personal or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click produce now it will simply take a second for a street to develop a pipeline for me so you can see this actually looks respectable now I will have the ability to include my Lead Series so you can really click this fall and we have handle stage or relabel 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 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 get in so now you can see we have actually one lead developed let’s state that there is really closed one so I’m going to add 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 in fact open this up in a brand-new tab from here too however I’m just for now I’m just gon na work this way now you can see we have 2 leads then let’s say there was a gotten in touch with too there’s one working out so I’ll just simply click brand-new now when you produce a lead we can actually click here and it will now open the various fields that we included so this is a new Elite that I created and we have all of these various columns we have the fields that we created remember and after that we have welcome colleagues so from here I can invite the staff member we have include columns we have emails 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 publish files and after that 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.
accessories so this is how you develop a lead within your when you’re made with this you can in fact click 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 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 also uh one more thing with srix at the top you will have the ability to see we have personal option we have these three dots where we can find these phases Combinations and automation this is among the crucial ones click on this link and you’ll have the ability to really integrate um other apps within yourr transfer data for alerts for automations customized builds and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and produce our CSV files similarly now I can switch to my various folders that we have here and I can develop a new pipeline we can switch to our basic Gmail extremely easily from here and it will likewise reveal me the emails that I will be getting 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 combine e-mail what takes place is I can actually develop a follow-up emails and different storage emails here and we have active instructs so using is actually simple you can get going for free by just adding the integration and now you know how to use as a complete beginner do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me offer some context about my profession and how it connects to. As an independent journalist, I’ve dealt with various clients, handled numerous projects simultaneously, and maintained a comprehensive network of contacts. Juggling these obligations can be overwhelming, and I recognized the requirement for a central system to enhance my operations.
In my mission for a solution, I checked out different platforms but found them to be either too complex or too costly for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly incorporates with Gmail, making it perfect for independent reporters who heavily count on e-mail interaction. Here are some crucial benefits of using for your freelance journalism working with process:.
Instinctive Email Tracking and Organization:.
permits you to track and organize your e-mails effortlessly, giving you a clear introduction of your interactions with customers, leads, and partners.
You can create personalized pipelines straight within your inbox, making it easy to keep track of the progress and manage of your tasks and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to imagine and handle your sales process from list building to project conclusion.
You can classify contacts, create customized phases, set suggestions, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Collaboration and Team Effort:.
assists in partnership by permitting you to share pipelines and interact with employee within the platform.
You can assign tasks, share crucial emails, and team up in real-time, improving performance and guaranteeing everybody remains on the very same page.
‘s versatile workflow system allows you to tailor your pipelines and automate repeated tasks.
You can create design templates for typical e-mail reactions, schedule follow-ups, and established reminders, saving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, provides advantages in terms of coding and software application advancement. Here’s how:.
offers a robust API and extensive developer paperwork, making it easy to integrate with other tools and construct custom-made solutions.
This versatility permits independent reporters with coding abilities to extend the performance of and customize it to their specific requirements.
Project Management for Software Application Advancement:.
‘s pipeline function can be adjusted to manage software advancement projects, from ideation to release.
You can produce custom phases for various development stages, appoint tasks to team members, and track progress efficiently.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and user friendly features, minimizing the learning curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collective features that improve teamwork and interaction.
Developer-friendly API for integration and personalization.
Cost-efficient solution for freelancers and small companies.
Limited 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 substantial benefits for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
offers a more budget-friendly service, especially for freelancers and small companies.
HubSpot has a totally free variation, but advanced features require a higher-tier paid subscription.
Features and Complexity:.
provides a more detailed suite of features, including sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is advantageous for users greatly reliant on e-mail interaction.
As an independent reporter, managing your hiring procedure and client relationships is vital to your success. deals a user-friendly and cost effective service that seamlessly integrates with Gmail, allowing you to simplify your operations and focus on your craft. While it might not have the sophisticated features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a content, writer, or editor developer, can empower you to take control of your freelance journalism career by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.