As an experienced freelance journalist, I comprehend the difficulties of managing jobs, tracking leads, and nurturing client relationships. In this post, I will dig into the benefits of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for newbies hey people welcome back in this video I will be revealing you how to use Streak Professional Crm for your customer relations partnership interaction and much more so let’s enter into it first of all you require to go to streak.com and you will land on this site right here now is a sort of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is really amazing and I’ll show you how to do that as a total novice it will help you tailor an ideal 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 readily available as an extension and it’s totally totally free so when you get to the site you’ll get this option here which is add to Chrome and you’re.
going to select this one now it will take you to Chrome dot google.com extensions and this is our extension here click add to Chrome click ADD extension and your extension will be included all right 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 ensure to sign.
into the same Gmail that you have actually included the uh you know streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click on allow after including this is what your Gmail will look like now you can see here in our basic you understand folders we are getting recently seen all tracked emails and upgraded reply and after that 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 merges so you can see this resembles our new dashboard for here I’ll have the ability to create a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go develop a new pipeline let’s actually do that you will click on new pipeline here and we have different options firstly 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 contacted pitched demonstration working out close phone closed uh you understand then we have supporting all right then we have Fields so in fields we have a date of last e-mail last email from lead Source concern market offer size company size close rate e-mail thread count days and state and keeps in mind so if you wish to add another stage you will click this Plus at the top and you will provide your stage a name let’s state that you really wished to produce another um you understand phase here for example let’s say 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 however I think all of these are really currently developed so this is really pretty excellent what I will do is I will really get rid of this one and if you feel like there is um I think pitched and demonstration are kind of like the same thing we just go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s eliminate 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 this plus here and we have totally free form a date check box drop down General email email tracking task calls and conferences so I do not 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 choose this one here this is the field that was actually missing and I’ll really rearrange and put the notes here fine email thread count close date all right business’s size offer size and Company size okay let’s eliminate the company size and I’m gon na in fact find something else within the basic where we have actually created by date developed followers and more so I in fact wish to choose the developed.
by or possibly the followers due to the fact that I wish to keep track of my employee that are in fact following this so I will you understand put it right here now these are the a few of the fields that I desired for my pipeline now you can see there are a great deal of choices readily available within streak is in fact among the most convenient and one of the most uh you know versatile out there it’s extremely easy to use with templates we have jobs too within my task again if I didn’t wish to go for these sales if I made with jobs then I can opt for the job phases 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 also offer it various different colors we likewise have organization Dev here you can see then we have employing so if you do working with then this is going to be your phases task search financier fundraising others real estate assistance and custom-made So within our assistance you can see we have inbound designated dealing with resolved and noise this is in fact pretty good and we likewise have customized where I can actually start something from the scratch completely according to my organization for me we merely have the sales so I’m gon na opt for the sales here and click produce personal 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 produce now it will simply take a second for a street to develop a pipeline for me so you can see this in fact looks respectable now I will be able to include my Lead Series so you can actually click on this fall and we have handle stage or rename so as I continue as I include various 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 include a box so click on ADD box here and I’m going to include a box in the lead area here and let’s just call it new and click on enter so now you can see we have 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 include another lead let’s call it new 2 we can actually open this up in a new tab from here too however I’m just for now I’m simply gon na work by doing this now you can see we have two leads then let’s say there was a gotten in touch with too there’s one negotiating so I’ll just simply click on brand-new now when you produce a lead we can in fact 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 different columns we have the fields that we developed keep in mind and then we have invite colleagues so from here I can welcome the team members we have add columns we have emails 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 once again we have the call log we have our meeting notes and we even have our.
accessories so this is how you produce a lead within your when you’re made with this you can actually click on 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 gotten in touch with 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 one more 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 discover these stages Combinations and automation this is one of the important ones click on this link and you’ll have the ability to actually integrate um other apps within yourr transfer information for alerts for automations custom-made develops and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they very quickly and develop our CSV files similarly now I can switch to my various folders that we have here and I can produce a brand-new pipeline we can change to our easy Gmail really quickly from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have actually developed we will even have our merge e-mails now with our so this is the combine e-mail and with merge e-mail what occurs is I can in fact develop a follow-up emails and different storage emails here and we have active instructs so utilizing is really easy you can get going for free by simply including the combination and now you know how to use as a complete beginner don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me offer some context about my profession and how it relates to. As a self-employed reporter, I’ve dealt with many customers, handled multiple jobs simultaneously, and preserved an extensive network of contacts. Balancing these obligations can be overwhelming, and I recognized the need for a centralized system to streamline my operations.
In my mission for an option, I checked out various platforms however found them to be either too complicated or too pricey for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly integrates with Gmail, making it perfect for self-employed journalists who heavily depend on email 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 organize your emails effortlessly, offering you a clear introduction of your communications with customers, leads, and collaborators.
You can create customizable pipelines directly within your inbox, making it simple to keep an eye on the progress and manage of your assignments and projects.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to imagine and manage your sales procedure from list building to task completion.
You can categorize contacts, create customized stages, set suggestions, and track interactions, ensuring that no opportunity slips through the fractures.
Smooth Partnership and Team Effort:.
facilitates partnership by enabling you to share pipelines and communicate with staff member within the platform.
You can assign jobs, share crucial e-mails, and work together in real-time, boosting productivity and ensuring everybody remains on the same page.
‘s flexible workflow system allows you to customize your pipelines and automate repetitive jobs.
You can create design templates for typical email actions, schedule follow-ups, and established pointers, saving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, provides advantages in regards to coding and software application advancement. Here’s how:.
offers a robust API and substantial developer paperwork, making it easy to incorporate with other tools and build customized options.
This versatility allows freelance reporters with coding abilities to extend the performance of and tailor it to their particular needs.
Job Management for Software Development:.
‘s pipeline function can be adapted to handle software application development jobs, from ideation to release.
You can produce custom-made stages for various development stages, appoint tasks to employee, and track development efficiently.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
Instinctive user interface and user friendly functions, decreasing the learning curve.
Personalized pipelines and workflows to adapt to private requirements.
Collaborative features that boost team effort and communication.
Developer-friendly API for integration and customization.
Cost-effective service for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation features.
Dependence on Gmail for complete performance, restricting compatibility with other email companies.
Contrast with HubSpot CRM:.
While offers considerable benefits for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more affordable solution, particularly for freelancers and small businesses.
HubSpot has a complimentary version, but advanced functions need a higher-tier paid subscription.
Functions and Intricacy:.
supplies a more comprehensive suite of functions, including sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and integrate with numerous third-party tools.
‘s seamless integration with Gmail is helpful for users heavily reliant on email communication.
As an independent reporter, handling your hiring process and customer relationships is vital to your success. offers a instinctive and affordable option that seamlessly incorporates with Gmail, enabling you to improve your operations and concentrate on your craft. While it may not have the innovative features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a writer, content, or editor developer, can empower you to take control of your freelance journalism career by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.