As an experienced freelance journalist, I comprehend the challenges of managing tasks, tracking leads, and supporting client relationships. In this article, I will dive into the benefits of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey people invite back in this video I will be showing you how to utilize Whats Salesactivity In Streak Crm for your customer relations partnership communication and far more so let’s enter it first off you require to go to streak.com and you will arrive on this website right here now is a kind of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is truly incredible and I’ll reveal you how to do that as a total newbie it will assist you personalize an ideal procedure for your team and you will have the ability to get your work done now let’s in fact get into the process now is available as an extension and it’s totally complimentary so once you get to the site you’ll get this option here which is add 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 alright 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 sign in make sure to sign.
into the same Gmail that you have actually added the uh you know streak to now it will ask you for your access and we’re gon na simply scroll down and click on enable after adding this is what your Gmail will appear like now you can see here in our simple you know folders we are getting recently seen all tracked e-mails and upgraded reply and after that we have this new choice 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 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 in fact do that you will click on brand-new pipeline here and we have different options first of all we have the stages so this is where you will choose these phases for your pipeline and you can in fact we have actually a lead gotten in touch with pitched demo working out close phone closed uh you understand then we have supporting alright then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority market offer size company size close rate e-mail thread count days and state and notes so if you wish 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 actually wanted to develop another um you know stage here for instance let’s say I didn’t have no strings so I can produce right here.
and you can provide it your color so we can really select various colors for each of the stages but I believe all of these are in fact already produced so this is actually pretty outstanding 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 kind of like the very same thing we simply go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s get rid of the demo here and then 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 various fields that you desire so you will click this plus here and we have free form a date check box drop down General e-mail email tracking job calls and conferences so I don’t 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 in fact missing and I’ll in fact rearrange and put the notes here all right email thread count close date all right company’s size deal size and Business size alright let’s eliminate the company size and I’m gon na actually discover something else within the basic where we have actually produced by date produced fans and more so I actually want to choose the created.
by or possibly the fans because I wish to keep an eye on my staff member 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 wanted for my pipeline now you can see there are a lot of options readily available within streak is really among the most convenient and among the most uh you know versatile out there it’s very easy to use with design templates we have jobs too within my job again if I didn’t want to go for these sales if I finished with projects then I can choose the project stages right here and 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 provide it different different colors we likewise have business Dev here you can see then we have working with so if you do working with then this is going to be your phases job search financier fundraising others realty support and custom-made So within our assistance you can see we have incoming assigned dealing with resolved and noise this is really respectable and we likewise have custom where I can in fact start something from the scratch completely according to my organization for me we just have the sales so I’m gon na choose the sales here and click create 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 develop now it will just take a 2nd for a street to produce a pipeline for me so you can see this really looks respectable now I will have the ability to include my Lead Series so you can actually click this drop down and we have handle phase or relabel so as I continue as I add various leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click the top here add 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 on go into so now you can see we have one lead produced 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 brand-new two we can really open this up in a new tab from here too but 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 gotten in touch with as well there’s one working out so I’ll just merely click brand-new now once you develop a lead we can really click on this link and it will now open up the different fields that we added so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we produced remember and then we have welcome colleagues so from here I can invite the staff member we have add columns we have emails files and comments you can change to the e-mails and it will show you the emails that you got in files we can even submit files and after that 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.
attachments so this is how you create a lead within your once you’re done with this you can really click enter and it will be closed now it will reveal you something like this we have all of our data collected 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 select various leads from here the stages and we can carry out bulk actions such as deleting and sharing too uh another thing with srix on top you will have the ability to see we have personal alternative we have these 3 dots where we can discover these stages Combinations and automation this is among the important ones click here and you’ll be able to actually incorporate um other apps within yourr transfer data for notices for automations custom develops and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they really quickly and develop our CSV files similarly now I can switch to my different folders that we have here and I can develop a new pipeline we can change to our simple 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 combine emails now with our so this is the merge e-mail and with merge e-mail what takes place is I can in fact produce a follow-up e-mails and various storage emails here and we have active instructs so utilizing is actually easy you can begin totally free by simply including the combination and now you know how to utilize as a total newbie don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me offer some context about my career and how it relates to. As a self-employed reporter, I have actually dealt with numerous customers, managed numerous jobs all at once, and maintained an extensive network of contacts. Juggling these responsibilities can be frustrating, and I recognized the need for a centralized system to streamline my operations.
In my quest for an option, I explored various platforms but discovered them to be either too intricate or too costly for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly incorporates with Gmail, making it ideal for independent journalists who heavily depend on email interaction. Here are some key benefits of using for your freelance journalism working with process:.
Intuitive Email Tracking and Organization:.
allows you to track and organize your emails easily, offering you a clear introduction of your interactions with customers, leads, and collaborators.
You can develop customizable pipelines directly within your inbox, making it simple to keep track of the development and handle of your tasks and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to picture and handle your sales procedure from list building to task completion.
You can classify contacts, create custom-made phases, set pointers, and track interactions, ensuring that no opportunity slips through the fractures.
Seamless Cooperation and Team Effort:.
facilitates collaboration by permitting you to share pipelines and communicate with team members within the platform.
You can appoint tasks, share crucial e-mails, and work together in real-time, improving efficiency and ensuring everybody remains on the exact same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repeated tasks.
You can develop design templates for typical email responses, schedule follow-ups, and set up suggestions, conserving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, offers advantages in terms of coding and software application advancement. Here’s how:.
offers a robust API and substantial developer documents, making it simple to incorporate with other tools and develop custom-made solutions.
This flexibility permits independent journalists with coding skills to extend the functionality of and tailor it to their specific requirements.
Task Management for Software Advancement:.
‘s pipeline feature can be adjusted to manage software application development tasks, from ideation to deployment.
You can develop custom phases for different advancement phases, appoint jobs to team members, and track development efficiently.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and user friendly features, lessening the learning curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collaborative features that enhance teamwork and interaction.
Developer-friendly API for integration and customization.
Cost-efficient solution for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation functions.
Reliance on Gmail for complete functionality, limiting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more budget friendly service, especially for freelancers and small businesses.
HubSpot has a free variation, but advanced features require a higher-tier paid membership.
Functions and Intricacy:.
offers a more comprehensive suite of functions, consisting of sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, using a structured experience.
Both and incorporate with different third-party tools.
‘s seamless integration with Gmail is helpful for users greatly reliant on e-mail interaction.
As an independent journalist, managing your hiring procedure and client relationships is critical to your success. offers a economical and user-friendly service that effortlessly integrates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it might not have the sophisticated features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a author, material, or editor creator, can empower you to take control of your freelance journalism career by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.