As an experienced freelance journalist, I understand the obstacles of managing projects, tracking leads, and nurturing client relationships. In this short article, I will dig into the advantages of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for newbies hey men invite back in this video I will be showing you how to use Streak Crm Vs Salesforce Essentials for your consumer relations partnership communication and much more so let’s enter into it first of all you need 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 basic Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is actually amazing and I’ll show you how to do that as a complete beginner it will assist you personalize a best procedure for your team and you will be able to get your work done now let’s really enter into the process now is available as an extension and it’s totally totally free so as soon as you get to the site 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 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 merely sign in make certain to sign.
into the very same Gmail that you have included the uh you know streak to now it will ask you for your gain access to and we’re gon na just scroll down and click allow after adding this is what your Gmail will look like now you can see here in our basic you know folders we are getting just recently viewed all tracked e-mails and updated reply and then we have this 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 brand-new dashboard for here I’ll have the ability to create a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go develop a brand-new pipeline let’s actually do that you will click on new pipeline here and we have various options firstly we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have actually a lead contacted pitched demonstration negotiating close phone closed uh you understand then we have nurturing okay 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 company size close rate e-mail thread count days and state and keeps in mind so if you wish to include another stage you will click this Plus at the top and you will give your phase a name let’s state that you in fact wished to create another um you know phase here for example let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can in fact select various colors for each of the stages but I think all of these are in fact already created so this is in fact quite outstanding what I will do is I will really get rid of this one and if you seem like there is um I believe pitched and demonstration are kind of like the same thing we simply choose the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s get rid of the demonstration here and after that we have negotiating 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 desire so you will click this plus here and we have free form a date check box fall General e-mail email tracking task calls and meetings 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 really missing out on and I’ll in fact rearrange and put the notes here all right email thread count close date okay business’s size offer size and Company size fine let’s get rid of the business size and I’m gon na actually find something else within the general where we have actually created by date produced fans and more so I actually wish to go for the produced.
by or possibly 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 desired for my pipeline now you can see there are a great deal of options readily available within streak is in fact one of the easiest and among the most uh you know versatile out there it’s extremely easy to use with design templates we have projects too within my project again if I didn’t wish to go for these sales if I did with tasks then I can go with the task stages right here and once again the fields the process is going to be comparable you will choose these phases from here on this plus button here and you can also provide it various different colors we likewise have organization Dev here you can see then we have hiring so if you do employing then this is going to be your phases task search financier fundraising others real estate support and customized So within our assistance you can see we have inbound designated working on dealt with and sound this is really respectable and we likewise have custom where I can actually start something from the scratch absolutely according to my company for me we simply have the sales so I’m gon na opt for the sales here and click develop private or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click on develop now it will simply take a 2nd for a street to develop a pipeline for me so you can see this actually looks pretty good now I will have the ability to include my Lead Series so you can really click this drop down and we have manage stage or rename so as I proceed as I include different leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click the top here add 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 brand-new and click on get in so now you can see we have one lead produced let’s state 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 include another lead let’s call it new 2 we can really open this up in a brand-new tab from here too but I’m just for now I’m simply gon na work by doing this now you can see we have 2 leads then let’s say there was a called also there’s one working out so I’ll just simply click new now once 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 developed and we have all of these different columns we have the fields that we created keep in mind and after that we have welcome colleagues so from here I can welcome the employee we have add 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 submit 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.
attachments so this is how you create a lead within your when you’re finished with this you can actually click get in and it will be closed now it will reveal you something like this we have all of our information 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 carry out bulk actions such as deleting and sharing too uh another thing with srix on top you will have the ability to see we have private alternative we have these 3 dots where we can discover these stages Integrations and automation this is one of the essential ones click here and you’ll be able to in fact incorporate um other apps within yourr transfer information for notices for automations customized develops and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and produce our CSV files likewise now I can switch to my different 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 likewise show me the emails that I will be receiving for my pipelines that I have actually developed we will even have our combine e-mails now with our so this is the merge email and with combine email what takes place is I can really produce a follow-up e-mails and different storage e-mails here and we have active instructs so using is really simple you can begin free of charge by just adding the integration and now you know how to use as a complete novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me supply some context about my profession and how it associates with. As a freelance reporter, I’ve worked with various customers, handled multiple jobs simultaneously, and kept an extensive network of contacts. Balancing these obligations can be frustrating, and I acknowledged the requirement for a central system to enhance my operations.
In my quest for a solution, I checked out different platforms however discovered them to be either too complex or too expensive for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly integrates with Gmail, making it perfect for self-employed journalists who greatly count on e-mail communication. Here are some key benefits of using for your freelance journalism working with procedure:.
User-friendly Email Tracking and Company:.
permits you to track and organize your e-mails easily, offering you a clear overview of your interactions with customers, leads, and collaborators.
You can produce customizable pipelines directly within your inbox, making it simple to keep an eye on the progress and manage of your projects and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to picture and manage your sales process from list building to project completion.
You can classify contacts, create custom stages, set suggestions, and track interactions, making sure that no opportunity slips through the fractures.
Smooth Cooperation and Teamwork:.
assists in collaboration by allowing you to share pipelines and interact with employee within the platform.
You can designate jobs, share important e-mails, and collaborate in real-time, improving performance and ensuring everyone stays on the same page.
‘s versatile workflow system allows you to tailor your pipelines and automate repeated jobs.
You can develop templates for common email actions, schedule follow-ups, and established reminders, conserving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, provides benefits in terms of coding and software application advancement. Here’s how:.
provides a robust API and substantial developer documentation, making it simple to integrate with other tools and construct custom solutions.
This flexibility allows self-employed reporters with coding abilities to extend the functionality of and customize it to their specific requirements.
Job Management for Software Application Development:.
‘s pipeline feature can be adjusted to handle software application advancement jobs, from ideation to implementation.
You can develop custom-made phases for different advancement stages, assign tasks to staff member, and track progress effectively.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Instinctive user interface and easy-to-use features, decreasing the discovering curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collective functions that enhance team effort and interaction.
Developer-friendly API for integration and personalization.
Cost-effective solution for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation features.
Reliance on Gmail for full functionality, limiting compatibility with other email providers.
Contrast with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more affordable service, particularly for freelancers and small businesses.
HubSpot has a complimentary version, however advanced features need a higher-tier paid membership.
Functions and Complexity:.
supplies a more extensive suite of features, including innovative marketing automation and analytics.
focuses on simpleness and ease of use, using a streamlined experience.
Both and incorporate with different third-party tools.
‘s smooth combination with Gmail is useful for users heavily reliant on email communication.
As a freelance reporter, managing your hiring procedure and client relationships is critical to your success. offers a economical and instinctive service that perfectly integrates with Gmail, enabling you to simplify your operations and focus on your craft. While it might not have the innovative features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a content, author, or editor creator, can empower you to take control of your freelance journalism profession by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.