As a seasoned freelance reporter, I understand the challenges of handling tasks, tracking leads, and supporting client relationships. In this article, I will delve into the advantages of using for independent 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 guys welcome back in this video I will be revealing you how to utilize Streak Crm Services for your consumer relations partnership communication and much more so let’s enter into it to start with you require to go to streak.com and you will arrive at this website right here now is a sort of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is actually incredible and I’ll reveal you how to do that as a total beginner it will help you customize a perfect procedure for your group and you will have the ability to get your work done now let’s really enter the procedure now is available as an extension and it’s totally totally free so once you get to the website you’ll get this choice here which is add 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 add to Chrome click on ADD extension and your extension will be added all right 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 just check in make certain to sign.
into the very same Gmail that you have actually included the uh you understand streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click on allow after adding this is what your Gmail will look like now you can see here in our simple you know folders we are getting recently seen all tracked e-mails and upgraded reply and after that we have this brand-new option 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 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 brand-new pipeline here and we have various options firstly we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have a lead called pitched demo negotiating close phone closed uh you know then we have nurturing okay 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 add another phase you will click on this Plus on top and you will give your phase a name let’s state that you in fact wanted to produce another um you know stage here for instance let’s state I didn’t have no strings so I can produce right here.
and you can offer it your color so we can in fact pick different colors for each of the stages however I think all of these are really currently produced so this is really pretty excellent 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 type of like the exact same thing we simply go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is really 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 phases then I will scroll down to the fields here with each pipeline what are the various fields that you want so you will click this plus here and we have free type a date check box fall General email 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 choose this one here this is the field that was really missing and I’ll really rearrange and put the notes here all right e-mail thread count close date alright company’s size deal size and Business size okay let’s eliminate the company size and I’m gon na really discover something else within the basic where we have actually developed by date produced fans and more so I actually wish to go for the developed.
by or perhaps the fans since 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 some of the fields that I wanted for my pipeline now you can see there are a lot of options readily available within streak is in fact among the easiest and among the most uh you know flexible out there it’s very easy to use with templates we have jobs too within my job once again if I didn’t want to go for these sales if I finished with projects then I can opt for the job stages right here and once again the fields the procedure is going to be comparable you will pick these phases from here on this plus button here and you can likewise provide it various different colors we likewise 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 phases job search investor fundraising others realty support and custom-made So within our assistance you can see we have actually incoming appointed working on solved and sound this is actually pretty good and we likewise have custom-made where I can actually start something from the scratch totally according to my company for me we just have the sales so I’m gon na go with the sales here and click create private 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 develop now it will simply take a second for a street to create a pipeline for me so you can see this really looks pretty good now I will be able to include my Lead Series so you can actually click on this drop down and we have handle phase or relabel so as I continue 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 the top here include a box so click on 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 get in so now you can see we have actually one lead created let’s say that there is actually 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 add another lead let’s call it 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 state there was a gotten in touch with as well there’s one working out so I’ll just simply click brand-new now as soon as you develop a lead we can actually click on this link and it will now open up the various fields that we added so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we produced remember and then we have welcome colleagues so from here I can welcome the team members we have add columns we have emails files and comments you can change to the emails and it will show you the e-mails that you got in files we can even upload files and after that we have the comments at the top here once again we have the call log we have our meeting notes and we even have our.
attachments so this is how you develop a lead within your when you’re done with this you can really click go into and it will be closed now it will show you something like this we have all of our data gathered here and at the top we’re getting our account such as 2 leads one contacted 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 perform bulk actions such as deleting and sharing as well uh one more thing with srix on top you will be able to see we have private alternative we have these 3 dots where we can discover these stages Combinations and automation this is one of the crucial ones click here and you’ll be able to actually incorporate um other apps within yourr transfer information for notices for automations custom-made constructs and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really easily and develop our CSV files similarly now I can change to my different folders that we have here and I can create a new pipeline we can switch to our easy Gmail very quickly from here and it will also show me the e-mails that I will be receiving for my pipelines that I have actually created we will even have our merge e-mails now with our so this is the combine email and with merge email what occurs is I can actually create a follow-up e-mails and different storage e-mails here and we have active instructs so using is truly easy you can start free of charge by just including the combination and now you understand how to use as a total beginner don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me offer some context about my career and how it relates to. As a freelance reporter, I have actually worked with many customers, handled several tasks concurrently, and maintained a comprehensive network of contacts. Juggling these responsibilities can be frustrating, and I acknowledged the need for a centralized system to enhance my operations.
In my quest for a solution, I explored different platforms however found them to be either too intricate or too pricey for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly integrates with Gmail, making it ideal for self-employed journalists who heavily depend on email interaction. Here are some crucial benefits of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Organization:.
allows you to track and organize your e-mails effortlessly, offering you a clear summary of your interactions with clients, leads, and partners.
You can create customizable pipelines straight within your inbox, making it easy to keep an eye on the development and handle of your assignments and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to picture and manage your sales procedure from lead generation to job completion.
You can classify contacts, produce customized phases, set suggestions, and track interactions, guaranteeing that no chance slips through the fractures.
Smooth Collaboration and Teamwork:.
assists in collaboration by enabling you to share pipelines and communicate with staff member within the platform.
You can designate jobs, share crucial emails, and work together in real-time, boosting performance and guaranteeing everyone remains on the very same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repetitive jobs.
You can produce templates for common e-mail reactions, schedule follow-ups, and set up reminders, conserving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, provides benefits in terms of coding and software advancement. Here’s how:.
supplies a robust API and comprehensive developer paperwork, making it easy to integrate with other tools and develop custom-made options.
This flexibility enables independent journalists with coding skills to extend the functionality of and tailor it to their specific requirements.
Project Management for Software Development:.
‘s pipeline feature can be adjusted to handle software development jobs, from ideation to deployment.
You can create customized phases for different advancement phases, designate jobs to employee, and track progress effectively.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly user interface and user friendly features, lessening the discovering curve.
Personalized pipelines and workflows to adjust to private requirements.
Collective functions that improve teamwork and communication.
Developer-friendly API for integration and modification.
Cost-efficient option for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for complete performance, restricting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While deals considerable benefits for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
offers a more budget friendly service, specifically for freelancers and small businesses.
HubSpot has a free variation, but advanced features need a higher-tier paid subscription.
Functions and Intricacy:.
provides a more detailed suite of features, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is helpful for users greatly reliant on email communication.
As a self-employed journalist, managing your hiring procedure and client relationships is critical to your success. offers a intuitive and budget friendly solution that perfectly incorporates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a author, editor, or content developer, 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 impact of Streak CRM in your freelance journalism ventures.