As a seasoned freelance journalist, I understand the challenges of handling tasks, tracking leads, and supporting client relationships. In this post, I will dive into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for beginners hey people invite back in this video I will be revealing you how to utilize What Does Crm Stand For Streak for your client relations collaboration interaction and much more so let’s get into it first off 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 simple 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 newbie it will assist you tailor an ideal procedure for your group and you will have the ability to get your work done now let’s actually enter the procedure now is readily available as an extension and it’s entirely 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 add to Chrome click 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 check in make certain to sign.
into the same Gmail that you have added the uh you understand 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 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 e-mails 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 is like our new control panel for here I’ll have the ability to create a brand-new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go create a new pipeline let’s in fact do that you will click new pipeline here and we have various alternatives first of all we have the stages so this is where you will select these phases for your pipeline and you can in fact we have a lead gotten in touch with pitched demo 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 email last e-mail from lead Source top priority industry offer size business size close rate e-mail thread count days and state and keeps in mind so if you want to include another phase you will click this Plus at the top and you will offer your phase a name let’s say that you really wished to produce 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 offer it your color so we can actually choose various colors for each of the stages however I think all of these are actually already produced so this is in fact quite excellent what I will do is I will actually get rid of this one and if you feel like there is um I think pitched and demo are kind of like the very same thing we just opt for 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 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 different fields that you desire so you will click this plus here and we have totally free kind a date check box fall General e-mail e-mail tracking task calls and meetings 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 opt for this one here this is the field that was in fact missing out on and I’ll really reorganize and put the notes here alright e-mail thread count close date fine business’s size deal size and Company size alright let’s eliminate the company size and I’m gon na in fact discover something else within the general where we have actually created by date developed fans and more so I actually wish to choose the produced.
by or perhaps the followers due to the fact that I wish to track my team members that are actually following this so I will you understand 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 understand flexible out there it’s extremely easy to use with design templates we have jobs too within my project again if I didn’t want to go for these sales if I did with jobs then I can choose the job phases right here and once again the fields the procedure is going to be comparable you will choose these phases from here on this plus button here and you can likewise give it various various colors we likewise have service Dev here you can see then we have hiring so if you do working with then this is going to be your stages task search financier fundraising others property support and custom So within our assistance you can see we have actually inbound designated working on solved and sound this is really respectable and we also have custom-made where I can in fact start something from the scratch absolutely according to my business for me we simply 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 staff member so I’m going to opt for the shared one here and click create 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 add my Lead Series so you can really click on this drop down and we have handle phase 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 have the ability to include it click on the top here add 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 brand-new and click on get in so now you can see we have one lead created let’s say that there is in fact 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 however 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 state there was a called too there’s one negotiating so I’ll just merely click on brand-new now as soon as you create a lead we can in fact click on this link and it will now open the various fields that we included so this is a 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 invite the employee we have add columns we have emails files and comments you can switch to the emails and it will show you the e-mails that you got in files we can even submit files and after that we have the remarks 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 as soon as you’re finished with this you can in fact click go into and it will be closed now it will show you something like this we have all of our data 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 select different leads from here the stages and we can perform bulk actions such as erasing and sharing too uh one more thing with srix at the top you will be able to see we have private alternative we have these 3 dots where we can find these phases Combinations and automation this is one of the essential ones click on this link and you’ll be able to really incorporate um other apps within yourr transfer data for notices for automations custom builds and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they really easily and create our CSV files similarly now I can switch to my different folders that we have here and I can develop a brand-new pipeline we can switch to our simple Gmail very quickly from here and it will also show me the emails that I will be receiving for my pipelines that I have actually created we will even have our merge emails now with our so this is the merge e-mail and with combine email what takes place is I can in fact produce a follow-up emails and different storage emails here and we have active instructs so using is actually easy you can get going totally free by just adding the integration and now you know how to use as a complete newbie don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me supply some context about my profession and how it relates to. As a freelance reporter, I have actually worked with numerous clients, managed numerous tasks all at once, and preserved 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 quest for a service, I explored various platforms however found them to be either too intricate or too expensive for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly incorporates with Gmail, making it perfect for self-employed reporters who heavily count on email communication. Here are some key benefits of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Organization:.
permits you to track and arrange your emails easily, providing you a clear overview of your communications with clients, leads, and collaborators.
You can produce adjustable pipelines straight within your inbox, making it easy to keep an eye on the progress and handle of your assignments and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to envision and manage your sales procedure from lead generation to job conclusion.
You can categorize contacts, develop custom-made stages, set suggestions, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Collaboration and Teamwork:.
assists in partnership by allowing you to share pipelines and communicate with team members within the platform.
You can designate tasks, share essential e-mails, and collaborate in real-time, boosting performance and guaranteeing everybody stays on the very same page.
‘s versatile workflow system enables you to personalize your pipelines and automate recurring jobs.
You can produce templates for typical e-mail reactions, schedule follow-ups, and set up tips, conserving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, provides benefits in terms of coding and software application advancement. Here’s how:.
offers a robust API and extensive developer documentation, making it simple to incorporate with other tools and build custom solutions.
This flexibility permits independent reporters with coding abilities to extend the functionality of and tailor it to their particular requirements.
Task Management for Software Application Development:.
‘s pipeline function can be adapted to handle software application advancement tasks, from ideation to implementation.
You can produce custom-made phases for various development phases, assign tasks to employee, and track development efficiently.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and user friendly features, lessening the learning curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collective functions that enhance teamwork and interaction.
Developer-friendly API for integration and customization.
Cost-effective option for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation functions.
Reliance on Gmail for complete functionality, limiting compatibility with other email companies.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more economical solution, specifically for freelancers and small companies.
HubSpot has a complimentary variation, but advanced features require a higher-tier paid membership.
Features and Complexity:.
provides a more comprehensive suite of features, consisting of advanced marketing automation and analytics.
focuses on simpleness and ease of use, providing a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s smooth integration with Gmail is useful for users greatly reliant on email communication.
As a freelance journalist, managing your hiring procedure and client relationships is vital to your success. deals a cost effective and instinctive option that perfectly incorporates with Gmail, allowing you to improve your operations and concentrate on your craft. While it may not have the sophisticated functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a author, editor, or content developer, can empower you to take control of your freelance journalism career by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.