As an experienced freelance journalist, I comprehend the obstacles of handling jobs, tracking leads, and nurturing client relationships. In this article, I will delve into the advantages 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 novices hey people invite back in this video I will be revealing you how to utilize Streak Crm Tracking Not Working for your client relations partnership interaction and much more so let’s enter into it first off you require to go to streak.com and you will land on this site right here now is a kind of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is really fantastic and I’ll reveal you how to do that as a complete beginner it will help you customize a best procedure for your group and you will be able to get your work done now let’s really enter the process now is available as an extension and it’s totally totally free so once you get to the site you’ll get this choice 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 on ADD extension and your extension will be added alright it’s done and now it is adding 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 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 access and we’re gon na just scroll down and click 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 recently viewed all tracked emails and updated reply and then we have this 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 combines so you can see this resembles our brand-new control panel for here I’ll be able to develop a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go produce a brand-new pipeline let’s in fact do that you will click on new pipeline here and we have different choices to start with we have the stages so this is where you will pick these phases for your pipeline and you can in fact we have actually a lead gotten in touch with pitched demo working out close phone closed uh you understand then we have nurturing all right then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority industry 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 this Plus on top and you will provide your stage a name let’s say that you really wanted to develop another um you know stage 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 actually pick various colors for each of the stages however I believe all of these are really already developed so this is really pretty remarkable what I will do is I will actually get rid of this one and if you feel like there is um I think pitched and demonstration are sort of like the same thing we simply choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s get rid of the demo here and after that 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 various fields that you want so you will click this plus here and we have complimentary form a date check box fall General email email 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 opt for this one here this is the field that was actually missing out on and I’ll in fact rearrange and put the notes here okay e-mail thread count close date all right business’s size offer size and Business size all right let’s get rid of the company size and I’m gon na in fact discover something else within the basic where we have produced by date produced fans and more so I really wish to opt for the created.
by or maybe the fans because I want to keep track of my team members 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 alternatives readily available within streak is in fact one of the simplest and one of the most uh you know flexible out there it’s very easy to use with templates we have jobs too within my task once again if I didn’t want to choose these sales if I did with tasks then I can go with the job stages right here and once again the fields the procedure is going to be similar you will choose these phases from here on this plus button here and you can likewise provide it different different colors we also have business Dev here you can see then we have hiring so if you do hiring then this is going to be your phases job search investor fundraising others real estate support and custom So within our support you can see we have incoming appointed dealing with solved and sound this is in fact pretty good and we also have custom where I can in fact start something from the scratch completely according to my organization for me we just have the sales so I’m gon na go with the sales here and click create personal or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click create now it will just take a second for a street to produce a pipeline for me so you can see this in fact looks pretty good now I will be able to include my Lead Series so you can really click this drop down and we have manage phase 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 on the top here include a box so click ADD box here and I’m going to include a box in the lead section here and let’s simply call it brand-new and click on enter 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 new I’m going to include 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 2 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 on new now as soon as you develop a lead we can actually click here and it will now open up the different fields that we included so this is a new Elite that I produced and we have all of these various columns we have the fields that we created keep in mind and after that we have welcome colleagues so from here I can invite the staff member we have include columns we have e-mails files and comments you can switch to the emails and it will show you the e-mails that you got in files we can even publish files and then 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 produce a lead within your when you’re finished with this you can actually click enter and it will be closed now it will show 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 gotten in touch with and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh another thing with srix at the top you will be able to see we have private option we have these three dots where we can find these phases Integrations and automation this is among the important ones click on this link and you’ll be able to actually integrate um other apps within yourr transfer information for notices for automations custom-made develops and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely easily and create our CSV files likewise now I can change to my different folders that we have here and I can create a brand-new pipeline we can change to our easy Gmail really quickly from here and it will also show me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our merge e-mails now with our so this is the combine e-mail and with merge e-mail what happens is I can really develop a follow-up emails and various storage emails here and we have active instructs so using is truly easy you can start totally free by just adding the integration and now you understand how to use as a total newbie do not.
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 associates with. As an independent reporter, I’ve dealt with numerous clients, managed multiple tasks concurrently, and maintained an extensive network of contacts. Juggling these responsibilities can be frustrating, and I recognized the need for a centralized system to streamline my operations.
In my mission for an option, I explored various platforms however found them to be either too complex or too pricey for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly integrates with Gmail, making it perfect for self-employed reporters who heavily count on e-mail interaction. Here are some crucial benefits of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Organization:.
permits you to track and organize your e-mails effortlessly, offering you a clear overview of your communications with customers, leads, and partners.
You can create adjustable pipelines directly within your inbox, making it easy to handle and monitor the progress of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to visualize and manage your sales process from lead generation to task completion.
You can categorize contacts, develop customized phases, set reminders, and track interactions, ensuring that no chance slips through the fractures.
Smooth Collaboration and Teamwork:.
assists in cooperation by enabling you to share pipelines and interact with employee within the platform.
You can appoint jobs, share essential emails, and team up in real-time, enhancing productivity and ensuring everybody stays on the exact same page.
‘s flexible workflow system enables you to tailor your pipelines and automate recurring tasks.
You can develop design templates for typical e-mail responses, schedule follow-ups, and established reminders, conserving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, uses benefits in terms of coding and software advancement. Here’s how:.
provides a robust API and substantial designer paperwork, making it simple to incorporate with other tools and develop custom services.
This flexibility allows self-employed reporters with coding abilities to extend the functionality of and customize it to their particular needs.
Project Management for Software Development:.
‘s pipeline feature can be adapted to manage software application development jobs, from ideation to deployment.
You can create customized stages for various advancement stages, assign tasks to team members, and track development efficiently.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and user friendly features, decreasing the finding out curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collaborative features that improve teamwork and interaction.
Developer-friendly API for integration and customization.
Cost-effective option for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation functions.
Dependence on Gmail for complete functionality, limiting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s vital 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 Complexity:.
provides a more thorough suite of features, consisting of advanced marketing automation and analytics.
focuses on simpleness and ease of use, offering a streamlined experience.
Both and integrate with different third-party tools.
‘s smooth combination with Gmail is useful for users greatly reliant on e-mail communication.
As a freelance journalist, handling your hiring procedure and client relationships is vital to your success. offers a budget-friendly and user-friendly service that effortlessly integrates with Gmail, allowing you to simplify your operations and focus on your craft. While it might not have the innovative functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a writer, editor, or material developer, can empower you to take control of your freelance journalism profession by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.