As a skilled freelance journalist, I understand the difficulties of managing jobs, tracking leads, and nurturing client relationships. In this post, I will dive into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for novices hey men welcome back in this video I will be showing you how to utilize Streak Crm Users In Seattle for your consumer relations collaboration communication and a lot more so let’s get into it first of all 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 contribute to our basic 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 reveal you how to do that as a complete beginner it will help you customize a perfect process for your group and you will have the ability to get your work done now let’s really enter the procedure now is offered as an extension and it’s entirely totally free so once you get to the website you’ll get this option here which is add 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 okay 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 just check in make sure to sign.
into the very same Gmail that you have included the uh you know streak to now it will ask you for your access and we’re gon na just scroll down and click on permit after adding this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting just recently viewed all tracked e-mails and updated 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 combines so you can see this is like our new dashboard for here I’ll have the ability to produce a new pipeline we have our sales orders sales again we have our Sports and employing 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 alternatives first off we have the stages so this is where you will select these stages for your pipeline and you can actually we have a lead called pitched demonstration 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 e-mail last e-mail from lead Source concern industry 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 offer your phase a name let’s state that you really wished to create another um you know stage here for instance 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 choose various colors for each of the stages but I believe all of these are really already produced 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 demo are sort of like the very same thing we just opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s get rid of the demo here and then 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 complimentary form a date check box fall General email e-mail tracking task calls and conferences 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 go with this one here this is the field that was actually missing and I’ll in fact reorganize and put the notes here okay e-mail thread count close date fine company’s size offer size and Business size alright let’s eliminate the business size and I’m gon na actually find something else within the basic where we have actually developed by date produced fans and more so I actually want to opt for the created.
by or possibly the fans due to the fact that I wish to monitor my team members that are really 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 great deal of choices offered within streak is really among the easiest and one of the most uh you understand versatile out there it’s very easy to use with design templates we have projects too within my job once again if I didn’t want to choose these sales if I finished with jobs then I can opt for the task stages right here and once again the fields the process is going to be similar you will choose these phases from here on this plus button here and you can likewise provide it various various colors we likewise have business 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 real estate support and custom So within our support you can see we have actually inbound assigned dealing with dealt with and noise this is in fact pretty good and we also have customized where I can in fact start something from the scratch totally according to my organization for me we simply 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 team member so I’m going to opt for the shared one here and click create now it will just take a second for a street to create a pipeline for me so you can see this really looks respectable now I will be able to add my Lead Series so you can really click this fall and we have manage stage or rename so as I continue as I add different leads here what I I will do is I’ll just merely click and I’ll be able to add 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 new and click on go into so now you can see we have actually one lead developed let’s say that there is in fact closed one so I’m going to add one here let’s just for now let’s call it new I’m going to add another lead let’s call it new 2 we can in fact open this up in a new tab from here too however I’m just for now I’m just gon na work by doing this now you can see we have 2 leads then let’s say there was a contacted also there’s one working out so I’ll just simply click on brand-new now when you develop a lead we can actually click here and it will now open the different fields that we included so this is a new Elite that I developed and we have all of these different columns we have the fields that we produced remember and then we have welcome teammates 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 upload 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.
accessories so this is how you develop a lead within your when you’re done with this you can in fact click on 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 contacted and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can perform bulk actions such as erasing and sharing also uh another thing with srix at the top you will have the ability to see we have personal option we have these 3 dots where we can find these stages Integrations and automation this is one of the essential ones click here and you’ll be able to actually integrate um other apps within yourr transfer information for notices for automations customized constructs and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely quickly and create our CSV files similarly now I can change to my various folders that we have here and I can produce a brand-new pipeline we can switch to our simple Gmail really easily from here and it will also show me the e-mails that I will be getting for my pipelines that I have actually created we will even have our combine e-mails now with our so this is the combine e-mail and with merge e-mail what happens is I can actually develop a follow-up e-mails and different storage emails here and we have active advises so utilizing is actually easy you can get going free of charge by just including the combination and now you know how to utilize as a total novice do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me offer some context about my profession and how it relates to. As an independent journalist, I’ve worked with numerous clients, handled several tasks concurrently, and maintained an extensive network of contacts. Balancing these duties can be overwhelming, and I recognized the requirement for a centralized system to improve my operations.
In my mission for an option, I explored numerous platforms however discovered them to be either too costly or too complex for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly integrates with Gmail, making it ideal for self-employed reporters who heavily depend on e-mail interaction. Here are some essential advantages of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Company:.
permits you to track and organize your emails easily, providing you a clear overview of your communications with clients, leads, and partners.
You can develop adjustable pipelines directly within your inbox, making it simple to keep an eye on the progress and handle of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to envision and handle your sales process from list building to task completion.
You can classify contacts, create custom phases, set suggestions, and track interactions, guaranteeing that no opportunity slips through the cracks.
Seamless Partnership and Teamwork:.
facilitates partnership by permitting you to share pipelines and communicate with staff member within the platform.
You can designate tasks, share essential emails, and team up in real-time, boosting efficiency and guaranteeing everybody stays on the exact same page.
Personalized Workflows:.
‘s flexible workflow system allows you to personalize your pipelines and automate repeated tasks.
You can create templates for typical email actions, schedule follow-ups, and established reminders, conserving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in independent journalism, provides advantages in terms of coding and software application development. Here’s how:.
Developer-Friendly Combination:.
offers a robust API and comprehensive developer paperwork, making it easy to integrate with other tools and construct custom-made options.
This versatility permits self-employed journalists with coding abilities to extend the performance of and customize it to their specific requirements.
Project Management for Software Application Development:.
‘s pipeline function can be adapted to handle software application advancement tasks, from ideation to deployment.
You can create customized phases for different advancement phases, assign jobs to employee, and track development effectively.
Benefits and drawbacks of
Pros:.
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and easy-to-use functions, reducing the finding out curve.
Customizable pipelines and workflows to adapt to private requirements.
Collaborative features that improve teamwork and communication.
Developer-friendly API for integration and personalization.
Economical option for freelancers and small companies.
Cons:.
Restricted reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for complete performance, restricting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While deals considerable benefits for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
Cost:.
offers a more budget-friendly service, particularly for freelancers and small businesses.
HubSpot has a totally free variation, but advanced functions need a higher-tier paid subscription.
Functions and Complexity:.
offers a more thorough suite of features, including advanced marketing automation and analytics.
focuses on simpleness and ease of use, offering a structured experience.
Integration:.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is beneficial for users heavily reliant on e-mail interaction.
Conclusion:.
As an independent reporter, managing your hiring procedure and client relationships is critical to your success. offers a inexpensive and intuitive solution that perfectly integrates with Gmail, allowing you to improve your operations and focus on your craft. While it may not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re an editor, writer, or content developer, can empower you to take control of your freelance journalism career by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.