As an experienced freelance journalist, I understand the obstacles of handling projects, tracking leads, and supporting client relationships. In this article, I will dig into the advantages of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for newbies hey people invite back in this video I will be revealing you how to utilize Streak Sales Marketing Crm Overlap for your consumer relations partnership interaction and much more so let’s enter into it firstly you require to go to streak.com and you will arrive at 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 actually turn our Gmail into a platform which is truly fantastic and I’ll show you how to do that as a total novice it will help you customize a best process for your group and you will have the ability to get your work done now let’s actually enter into the process now is offered as an extension and it’s completely free so once you get to the site you’ll get this choice 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 on add to Chrome click on ADD extension and your extension will be included fine 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 sign in make certain to sign.
into the exact 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 on permit after adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting recently seen all tracked e-mails and upgraded reply and after that we have this new alternative 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 control panel for here I’ll have the ability to produce a brand-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 new pipeline here and we have different options first off we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have actually a lead contacted pitched demonstration working out close phone closed uh you know then we have supporting all right then we have Fields so in fields we have a date of last email last e-mail from lead Source priority market offer size company size close rate email thread count days and state and keeps in mind so if you want to add another phase you will click this Plus at the top and you will give your stage a name let’s say that you in fact wished to produce another um you understand phase here for example let’s say I didn’t have no strings so I can develop right here.
and you can offer it your color so we can in fact pick different colors for each of the stages however I believe all of these are actually already developed so this is really quite 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 exact same thing we simply opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s get rid of the demo 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 stages 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 kind a date check box drop down General e-mail e-mail tracking job calls and conferences so I don’t 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 out on and I’ll actually rearrange and put the notes here okay email thread count close date all right company’s size deal size and Company size all right let’s get rid of the business size and I’m gon na actually find something else within the general where we have actually produced by date produced followers and more so I in fact wish to go for the developed.
by or maybe the followers due to the fact that I wish to monitor my employee that are really 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 lot of choices offered within streak is actually among the simplest and among the most uh you know flexible out there it’s really easy to use with design templates we have tasks too within my job once again if I didn’t want to choose these sales if I did with jobs then I can choose the project stages right here and once again the fields the procedure is going to be similar you will pick these phases from here on this plus button here and you can likewise give it various different colors we also have service Dev here you can see then we have hiring so if you do working with then this is going to be your phases job search financier fundraising others realty assistance and custom-made So within our assistance you can see we have inbound assigned dealing with resolved and noise this is really pretty good and we likewise have custom where I can really start something from the scratch completely according to my service for me we merely have the sales so I’m gon na choose the sales here and click on develop personal 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 produce now it will just take a 2nd for a street to create a pipeline for me so you can see this in fact looks pretty good now I will have the ability to include my Lead Series so you can actually click on this drop down and we have manage phase or relabel so as I continue as I add various leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click 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 brand-new and click on get in so now you can see we have one lead developed let’s say that there is really closed one so I’m going to include 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 just gon na work in this manner now you can see we have 2 leads then let’s state there was a called as well there’s one working out so I’ll just simply click on brand-new now when you create a lead we can really click on this link and it will now open up the various 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 remember and after that we have welcome colleagues so from here I can invite the employee we have add columns we have e-mails files and comments you can change to the e-mails and it will reveal you the e-mails that you got in files we can even upload files and then we have the comments at the top here again we have the call log we have our conference notes and we even have our.
attachments so this is how you produce a lead within your when you’re made with this you can actually click go into and it will be closed now it will show 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 pick various leads from here the stages and we can carry out bulk actions such as deleting and sharing also uh one more thing with srix on top you will be able to see we have personal alternative we have these 3 dots where we can find these phases Combinations and automation this is one of the crucial ones click on this link and you’ll have the ability to in fact integrate um other apps within yourr transfer information for notifications for automations customized builds and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they really easily and produce our CSV files likewise now I can switch to my different folders that we have here and I can produce a new pipeline we can switch to our basic Gmail really easily from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have actually developed we will even have our combine emails now with our so this is the merge e-mail and with combine email what occurs is I can really develop a follow-up e-mails and various storage e-mails here and we have active advises so utilizing is truly easy you can start totally free by just adding the integration and now you know how to use as a total newbie do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me provide some context about my profession and how it relates to. As a self-employed reporter, I’ve worked with various customers, handled several tasks concurrently, and kept a comprehensive network of contacts. Balancing these obligations can be frustrating, and I recognized the need for a centralized system to improve my operations.
In my mission for an option, I checked out various platforms but found them to be either too pricey or too complex for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly integrates with Gmail, making it perfect for self-employed journalists who heavily rely on e-mail communication. Here are some essential benefits of using for your freelance journalism working with procedure:.
User-friendly Email Tracking and Organization:.
permits you to track and organize your e-mails effortlessly, offering you a clear introduction of your interactions with clients, leads, and partners.
You can produce customizable pipelines directly within your inbox, making it simple to keep an eye on the development and manage of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to picture and handle your sales procedure from list building to job completion.
You can classify contacts, produce custom phases, set pointers, and track interactions, making sure that no chance slips through the cracks.
Smooth Collaboration and Team Effort:.
assists in cooperation by permitting you to share pipelines and interact with team members within the platform.
You can assign jobs, share crucial emails, and collaborate in real-time, boosting efficiency and guaranteeing everybody remains on the very same page.
Personalized Workflows:.
‘s flexible workflow system enables you to customize your pipelines and automate recurring tasks.
You can produce templates for common e-mail actions, schedule follow-ups, and established tips, conserving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, offers advantages in regards to coding and software application development. Here’s how:.
Developer-Friendly Combination:.
supplies a robust API and extensive designer documents, making it simple to incorporate with other tools and build customized options.
This versatility allows freelance journalists with coding abilities to extend the performance of and customize it to their particular requirements.
Job Management for Software Application Advancement:.
‘s pipeline feature can be adjusted to manage software application advancement jobs, from ideation to deployment.
You can produce custom phases for different development phases, assign jobs to team members, and track progress efficiently.
Benefits and drawbacks of
Pros:.
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and easy-to-use features, lessening the finding out curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collaborative functions that boost teamwork and interaction.
Developer-friendly API for combination and customization.
Cost-effective option for freelancers and small businesses.
Cons:.
Minimal reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation functions.
Dependence on Gmail for full performance, restricting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
Cost:.
offers a more budget-friendly service, particularly for freelancers and small companies.
HubSpot has a totally free variation, however advanced functions require a higher-tier paid subscription.
Functions and Complexity:.
offers a more detailed suite of features, including sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Combination:.
Both and incorporate with different third-party tools.
‘s seamless integration with Gmail is helpful for users greatly reliant on email communication.
Conclusion:.
As a freelance journalist, managing your hiring process and client relationships is vital to your success. deals a affordable and instinctive solution that effortlessly incorporates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it might not have the advanced functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re a material, writer, or editor creator, can empower you to take control of your freelance journalism career by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.