As an experienced freelance reporter, I comprehend the difficulties of handling projects, tracking leads, and nurturing client relationships. In this article, I will dive into the benefits of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey guys invite back in this video I will be showing you how to use Using Streak Crm for your customer relations partnership interaction and far more so let’s get into it first off you need 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 simple Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is really remarkable and I’ll show you how to do that as a total newbie it will assist you customize a perfect process for your team and you will have the ability to get your work done now let’s really get into the process now is offered as an extension and it’s completely free so when you get to the site you’ll get this option here which is contribute 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 contribute to Chrome click on ADD extension and your extension will be included 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 merely sign in make certain to sign.
into the exact same Gmail that you have added the uh you understand streak to now it will ask you for your access and we’re gon na simply scroll down and click on permit after including this is what your Gmail will appear like now you can see here in our basic you know folders we are getting recently seen all tracked emails and upgraded reply and then we have this brand-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 brand-new control panel for here I’ll have the ability to create a brand-new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go develop a new pipeline let’s actually do that you will click brand-new pipeline here and we have different options first off we have the stages so this is where you will choose these stages for your pipeline and you can really we have a lead gotten in touch with pitched demo working out close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last e-mail last email from lead Source concern market deal size company size close rate e-mail thread count days and state and keeps in mind so if you want to add another phase you will click on this Plus on top and you will provide your phase a name let’s state that you in fact wanted to create another um you understand stage here for example let’s state I didn’t have no strings so I can develop right here.
and you can give it your color so we can really select various colors for each of the stages however I believe all of these are in fact currently produced so this is really quite outstanding what I will do is I will actually get rid of this one and if you seem like there is um I think pitched and demo are type of like the same thing we just choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s get rid of the demonstration here and after that we have negotiating with negotiating I can go with 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 different fields that you desire so you will click this plus here and we have complimentary type a date check box fall General email e-mail tracking job 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 opt for this one here this is the field that was really missing out on and I’ll really reorganize and put the notes here all right e-mail thread count close date okay business’s size deal size and Company size fine let’s get rid of the company size and I’m gon na really discover something else within the basic where we have actually created by date produced fans and more so I actually wish to opt for the created.
by or maybe the followers since I want to keep an eye on my staff member that are actually following this so I will you know 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 lot of choices offered within streak is really one of the simplest and one of the most uh you know versatile out there it’s very easy to use with design templates we have tasks too within my project once again if I didn’t wish to choose these sales if I made with projects then I can opt for the project stages right here and once again the fields the process is going to be comparable you will select these stages from here on this plus button here and you can likewise give it different various colors we likewise have organization Dev here you can see then we have employing so if you do hiring then this is going to be your stages task search investor fundraising others realty support and custom-made So within our support you can see we have actually incoming designated working on fixed and sound this is in fact pretty good and we also have custom-made where I can actually start something from the scratch absolutely according to my organization for me we simply have the sales so I’m gon na choose the sales here and click develop 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 produce now it will simply take a second for a street to produce 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 handle phase or rename so as I proceed as I add various leads here what I I will do is I’ll just merely 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 area here and let’s just call it brand-new and click on go into so now you can see we have actually 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 new I’m going to add another lead let’s call it brand-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 this way now you can see we have two leads then let’s say there was a called too there’s one working out so I’ll just merely click brand-new now as soon as you create a lead we can in fact click here and it will now open up the various fields that we added so this is a new Elite that I created and we have all of these various columns we have the fields that we created keep in mind and after that we have welcome teammates so from here I can welcome the team members we have include columns we have e-mails files and remarks you can switch to the emails and it will reveal you the emails that you got in files we can even publish files and after that we have the comments 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 made with this you can actually click get in and it will be closed now it will show you something like this we have all of our information collected here and at the top we’re getting our account such as two leads one called 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 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 private option we have these 3 dots where we can discover these stages Combinations and automation this is among the important ones click on this link and you’ll have the ability to really incorporate um other apps within yourr transfer information for notifications for automations custom develops and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they really easily and create our CSV files likewise 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 easily from here and it will also show me the emails that I will be getting for my pipelines that I have created we will even have our combine e-mails now with our so this is the combine e-mail and with merge email what happens is I can in fact create a follow-up emails and various storage e-mails here and we have active instructs so using is truly easy you can start for free by simply adding the combination and now you know how to use as a total novice don’t.
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 connects to. As an independent journalist, I have actually dealt with many customers, managed several projects simultaneously, and preserved a substantial network of contacts. Juggling these responsibilities can be frustrating, and I acknowledged the requirement for a central system to streamline my operations.
In my mission for an option, I checked out different platforms however found them to be either too complex or too expensive for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly integrates with Gmail, making it ideal for freelance reporters who heavily rely on email communication. Here are some essential benefits of using for your freelance journalism employing process:.
User-friendly Email Tracking and Company:.
enables you to track and arrange your emails easily, giving you a clear introduction of your communications with customers, leads, and collaborators.
You can create customizable pipelines straight within your inbox, making it simple to keep an eye on the development and manage of your jobs and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to picture and manage your sales process from list building to project conclusion.
You can categorize contacts, develop custom phases, set pointers, and track interactions, guaranteeing that no chance slips through the fractures.
Seamless Collaboration and Team Effort:.
facilitates collaboration by enabling you to share pipelines and interact with team members within the platform.
You can assign tasks, share important e-mails, and work together in real-time, improving efficiency and guaranteeing everybody stays on the very same page.
‘s versatile workflow system allows you to customize your pipelines and automate repetitive tasks.
You can produce templates for common e-mail actions, schedule follow-ups, and set up pointers, conserving you valuable effort and time.
in Terms of 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 designer paperwork, making it simple to incorporate with other tools and develop custom options.
This flexibility permits freelance reporters with coding abilities to extend the functionality of and customize it to their specific requirements.
Project Management for Software Development:.
‘s pipeline feature can be adjusted to manage software advancement jobs, from ideation to release.
You can develop custom phases for various development phases, appoint tasks to employee, and track progress efficiently.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly user interface and easy-to-use functions, lessening the learning curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collective functions that enhance teamwork and communication.
Developer-friendly API for integration and modification.
Cost-efficient service for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for full performance, limiting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While offers substantial benefits for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more budget friendly solution, especially for freelancers and small businesses.
HubSpot has a free version, but advanced features need a higher-tier paid membership.
Features and Intricacy:.
provides a more thorough suite of features, including innovative marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Both and integrate with numerous third-party tools.
‘s seamless combination with Gmail is useful for users heavily reliant on e-mail interaction.
As a freelance journalist, managing your hiring procedure and customer relationships is paramount to your success. offers a user-friendly and budget friendly solution that flawlessly integrates with Gmail, allowing you to streamline 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 option for freelance journalists.
Whether you’re a author, editor, or content creator, can empower you to take control of your freelance journalism profession by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.