As an experienced freelance journalist, I comprehend the challenges of managing tasks, tracking leads, and nurturing client relationships. In this article, I will dig into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey people welcome back in this video I will be showing you how to use Streak Crm Templates for your consumer relations partnership interaction and much more so let’s enter into it firstly you need to go to streak.com and you will land on this website 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 in fact turn our Gmail into a platform which is actually incredible and I’ll show you how to do that as a total beginner it will help you personalize a best procedure for your group and you will have the ability to get your work done now let’s actually enter into the process now is available as an extension and it’s totally free so when you get to the site 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 on contribute to Chrome click 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 just check in make sure to sign.
into the exact same Gmail that you have actually included the uh you know streak to now it will ask you for your access and we’re gon na simply scroll down and click on enable after including this is what your Gmail will appear like now you can see here in our simple you know folders we are getting just recently seen all tracked emails and upgraded reply and after that we have this brand-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 new control panel for here I’ll be able to develop a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go produce a new pipeline let’s actually do that you will click new pipeline here and we have various choices to start with we have the stages so this is where you will select these phases for your pipeline and you can in fact we have actually a lead called pitched demo working out close phone closed uh you understand then we have nurturing alright then we have Fields so in fields we have a date of last email last email from lead Source priority market offer size company size close rate email thread count days and state and keeps in mind so if you wish to include another phase you will click on this Plus at the top and you will give your phase a name let’s say that you actually wanted to produce another um you understand phase here for instance let’s state I didn’t have no strings so I can create right here.
and you can offer it your color so we can in fact choose various colors for each of the stages but I believe all of these are actually already produced so this is actually quite outstanding what I will do is I will actually eliminate this one and if you feel like there is um I think pitched and demonstration are type of like the exact same thing we just opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s get rid of the demonstration 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 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 on this plus here and we have free form a date check box drop down General email email tracking task calls and meetings 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 out on and I’ll actually rearrange and put the notes here all right email thread count close date all right company’s size offer size and Company size okay let’s get rid of the business size and I’m gon na in fact discover something else within the general where we have developed by date produced followers and more so I in fact want to choose the developed.
by or maybe the followers since I want to keep track of my staff member that are in fact following this so I will you understand 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 available within streak is really one of the most convenient and one of the most uh you understand versatile out there it’s extremely easy to use with design templates we have jobs too within my project again if I didn’t wish to opt for these sales if I made with jobs then I can choose the project stages right here and once again the fields the procedure is going to be similar you will pick these stages from here on this plus button here and you can likewise provide it various different colors we also have organization Dev here you can see then we have working with so if you do hiring then this is going to be your phases task search investor fundraising others realty assistance and custom So within our assistance you can see we have actually incoming appointed dealing with solved and noise this is in fact pretty good and we also have custom-made where I can actually start something from the scratch absolutely according to my organization for me we merely 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 opt for the shared one here and click on create 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 add my Lead Series so you can actually click this fall and we have handle stage 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 include 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 just call it new and click on get in so now you can see we have 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 say there was a gotten in touch with too there’s one working out so I’ll just simply click new now once you create a lead we can actually click here and it will now open the various fields that we included so this is a brand-new Elite that I developed and we have all of these different columns we have the fields that we created keep in mind and after that we have invite colleagues so from here I can invite the team members we have include columns we have e-mails files and comments you can switch to the emails and it will show you the emails that you got in files we can even publish files and then we have the comments at the top here again we have the call log we have our meeting notes and we even have our.
accessories so this is how you create a lead within your once you’re made with this you can actually 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 2 leads one contacted 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 as well uh another thing with srix on top you will be able to see we have private alternative we have these three dots where we can discover these stages Combinations and automation this is one of 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 custom-made constructs and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they really easily and create our CSV files similarly now I can change to my different folders that we have here and I can develop a brand-new pipeline we can change to our easy Gmail very quickly from here and it will also reveal me the emails that I will be getting for my pipelines that I have developed we will even have our merge emails now with our so this is the merge e-mail and with combine email what occurs is I can really produce a follow-up emails and various storage emails here and we have active advises so utilizing is truly easy you can begin for free by just adding the integration and now you understand how to utilize as a complete newbie don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me supply some context about my career and how it connects to. As a freelance reporter, I have actually dealt with numerous customers, managed several tasks all at once, and maintained a comprehensive network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the requirement for a central system to enhance my operations.
In my mission for a solution, I explored different platforms but found 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 consumer relationship management tool that perfectly incorporates with Gmail, making it ideal for independent reporters who heavily depend on e-mail communication. Here are some crucial advantages of using for your freelance journalism employing process:.
User-friendly Email Tracking and Organization:.
enables you to track and arrange your emails effortlessly, providing you a clear summary of your interactions with customers, leads, and collaborators.
You can develop customizable pipelines directly within your inbox, making it easy to monitor the development and manage of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to envision and handle your sales procedure from list building to job conclusion.
You can classify contacts, develop customized phases, set pointers, and track interactions, ensuring that no chance slips through the cracks.
Seamless Partnership and Team Effort:.
assists in partnership by allowing you to share pipelines and interact with team members within the platform.
You can designate jobs, share important emails, and collaborate in real-time, enhancing productivity and ensuring everyone stays on the exact same page.
‘s versatile workflow system enables you to customize your pipelines and automate repetitive tasks.
You can develop design templates for common e-mail actions, schedule follow-ups, and set up reminders, saving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, uses benefits in regards to coding and software advancement. Here’s how:.
provides a robust API and extensive designer documents, making it easy to integrate with other tools and develop custom-made services.
This flexibility enables freelance reporters with coding skills to extend the performance of and customize it to their particular requirements.
Job Management for Software Advancement:.
‘s pipeline function can be adjusted to manage software application development tasks, from ideation to implementation.
You can create custom-made stages for various development stages, appoint jobs to staff member, and track development effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
User-friendly interface and easy-to-use functions, decreasing the learning curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collaborative features that enhance team effort and interaction.
Developer-friendly API for combination and customization.
Economical solution for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation features.
Dependence on Gmail for complete performance, restricting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While deals substantial advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more economical option, especially for freelancers and small companies.
HubSpot has a complimentary variation, but advanced features need a higher-tier paid subscription.
Features and Complexity:.
offers a more extensive suite of functions, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, using a structured experience.
Both and incorporate with numerous third-party tools.
‘s seamless integration with Gmail is advantageous for users heavily reliant on e-mail interaction.
As an independent journalist, handling your hiring process and client relationships is paramount to your success. offers a intuitive and budget friendly service that seamlessly incorporates with Gmail, allowing you to enhance your operations and focus on your craft. While it may not have the sophisticated features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re an editor, material, or writer creator, can empower you to take control of your freelance journalism profession by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.