As a seasoned freelance journalist, I comprehend the difficulties of handling jobs, tracking leads, and supporting customer relationships. In this article, I will dive into the benefits of utilizing for independent journalism, explore its functions 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 showing you how to utilize Streak Crm Workflows for your consumer relations cooperation communication and a lot more so let’s enter it first off you need to go to streak.com and you will arrive on this website right here now is a sort of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is truly fantastic and I’ll reveal you how to do that as a total novice it will assist you customize an ideal procedure for your team and you will be able to get your work done now let’s really enter the procedure now is readily available as an extension and it’s entirely complimentary so when you get to the website you’ll get this option 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 on add to Chrome click on ADD extension and your extension will be included 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 ensure to sign.
into the exact same Gmail that you have added the uh you know streak to now it will ask you for your access and we’re gon na merely scroll down and click permit after adding this is what your Gmail will look like now you can see here in our easy you know folders we are getting just recently seen all tracked e-mails and updated reply and then 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 is like our new dashboard for here I’ll be able to develop a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go produce a brand-new pipeline let’s actually do that you will click on brand-new pipeline here and we have various 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 demonstration negotiating close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority industry deal size company size close rate e-mail thread count days and state and notes so if you want to add another phase you will click on this Plus at the top and you will provide your phase a name let’s say that you in fact wanted to develop 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 give it your color so we can actually select various colors for each of the stages but I think all of these are in fact currently produced so this is actually pretty excellent what I will do is I will in fact get rid of this one and if you seem like there is um I believe pitched and demonstration are type of like the same thing we just choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is in fact let’s eliminate the demonstration here and then 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 on this plus here and we have totally free type 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 go with this one here this is the field that was in fact missing and I’ll actually rearrange and put the notes here all right email thread count close date alright company’s size offer size and Company size alright let’s get rid of the business size and I’m gon na actually discover something else within the basic where we have created by date produced followers and more so I in fact wish to choose the developed.
by or perhaps the followers since I wish to track my team members that are actually following this so I will you know 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 alternatives readily available within streak is really one of the simplest 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 task again if I didn’t wish to go for these sales if I made with tasks then I can go with the task phases right here and again the fields the process is going to be comparable you will pick these stages from here on this plus button here and you can also offer it different different colors we also have company Dev here you can see then we have hiring so if you do hiring then this is going to be your phases job search financier fundraising others realty assistance and custom So within our support you can see we have actually incoming appointed working on resolved and sound this is actually pretty good and we also have custom-made where I can really start something from the scratch totally according to my business for me we merely have the sales so I’m gon na opt for the sales here and click on create private or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click on create now it will just take a 2nd for a street to create a pipeline for me so you can see this actually looks respectable now I will be able to add my Lead Series so you can really click this drop down and we have manage stage or relabel so as I proceed as I add different leads here what I I will do is I’ll just simply click and I’ll be able to include it click on the top here include a box so click ADD box here and I’m going to add a box in the lead area here and let’s just call it new and click get in 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 brand-new I’m going to include another lead let’s call it new 2 we can actually 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 called too there’s one working out so I’ll just simply click on new now as soon as you create a lead we can actually click here and it will now open the different 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 keep in mind and after that we have welcome teammates so from here I can welcome the employee we have include columns we have emails files and comments you can switch to the e-mails and it will reveal 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 conference 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 really click on go into 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 two leads one gotten in touch with and something like this and this is where you will be getting your list we can select different leads from here the stages and we can perform bulk actions such as erasing and sharing also uh one more thing with srix at the top you will have the ability to see we have private alternative we have these 3 dots where we can find these phases Combinations and automation this is among the crucial ones click here and you’ll have the ability to actually integrate um other apps within yourr transfer information for notices for automations customized constructs and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they really quickly and produce our CSV files likewise now I can change to my various folders that we have here and I can create a new pipeline we can switch to our simple Gmail extremely quickly from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have actually produced we will even have our combine e-mails now with our so this is the combine e-mail and with merge e-mail what occurs is I can actually produce a follow-up emails and different storage emails here and we have active instructs so using is really simple you can get started totally free by simply adding the integration and now you know how to utilize as a complete novice do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me offer some context about my profession and how it connects to. As an independent journalist, I have actually dealt with various customers, managed several jobs concurrently, and preserved an extensive network of contacts. Juggling these duties can be frustrating, and I acknowledged the need for a central system to streamline my operations.
In my mission for a service, I checked out numerous platforms however found them to be either too pricey or too complex 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 perfectly integrates with Gmail, making it ideal for independent journalists who greatly rely on email interaction. Here are some essential benefits of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Organization:.
permits you to track and organize your emails easily, giving you a clear summary of your interactions with customers, leads, and partners.
You can produce adjustable pipelines directly within your inbox, making it easy to handle and keep an eye on the development of your jobs and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales procedure from list building to task conclusion.
You can classify contacts, develop custom stages, set pointers, and track interactions, guaranteeing that no opportunity slips through the fractures.
Smooth Collaboration and Team Effort:.
assists in cooperation by enabling you to share pipelines and communicate with staff member within the platform.
You can assign tasks, share important emails, and team up in real-time, enhancing efficiency and making sure everybody stays on the exact same page.
Customizable Workflows:.
‘s versatile workflow system enables you to personalize your pipelines and automate repetitive tasks.
You can produce design templates for common e-mail actions, schedule follow-ups, and established reminders, saving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, provides advantages in terms of coding and software development. Here’s how:.
Developer-Friendly Combination:.
provides a robust API and substantial designer paperwork, making it simple to incorporate with other tools and build custom-made services.
This versatility enables independent reporters with coding abilities to extend the performance of and tailor it to their particular needs.
Job Management for Software Development:.
‘s pipeline feature can be adapted to handle software application advancement jobs, from ideation to release.
You can produce customized stages for different advancement stages, appoint tasks to employee, and track development effectively.
Pros and Cons of
Pros:.
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive interface and easy-to-use features, reducing the discovering curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collective functions that boost team effort and communication.
Developer-friendly API for integration and modification.
Cost-efficient service for freelancers and small businesses.
Cons:.
Restricted reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for complete functionality, limiting compatibility with other e-mail service providers.
Comparison 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 comparison:.
Expense:.
provides a more inexpensive service, especially for freelancers and small businesses.
HubSpot has a totally free variation, but advanced features require a higher-tier paid membership.
Features and Complexity:.
provides a more detailed suite of functions, consisting of innovative marketing automation and analytics.
concentrates on simpleness and ease of use, providing a streamlined experience.
Combination:.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is beneficial for users heavily reliant on email communication.
Conclusion:.
As an independent reporter, managing your hiring procedure and client relationships is critical to your success. deals a affordable and instinctive service that seamlessly integrates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it may not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re an editor, content, or author developer, can empower you to take control of your freelance journalism career by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.