As an experienced freelance journalist, I comprehend the obstacles of managing projects, tracking leads, and nurturing customer relationships. In this article, I will dive into the benefits of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for novices hey men welcome back in this video I will be showing you how to utilize Crm De Streak for your consumer relations partnership communication and a lot more so let’s enter into it to start with you need to go to streak.com and you will land on 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 in fact turn our Gmail into a platform which is actually incredible and I’ll reveal you how to do that as a total beginner 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 in fact enter into the procedure now is offered as an extension and it’s entirely totally free so once you get to the site you’ll get this choice here which is add to Chrome and you’re.
going to choose 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 merely check in make certain to sign.
into the very same Gmail that you have actually included the uh you understand streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click allow after adding this is what your Gmail will look like now you can see here in our easy you know folders we are getting recently viewed all tracked e-mails and updated reply and then we have this brand-new option which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this resembles our brand-new control panel for here I’ll be able to produce a brand-new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go produce a new pipeline let’s in fact do that you will click on new pipeline here and we have various choices to start with we have the stages so this is where you will select these stages for your pipeline and you can actually we have a lead called pitched demo working out close phone closed uh you know 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 top priority industry deal size company size close rate e-mail thread count days and state and notes so if you want to add another phase you will click this Plus on top and you will offer your phase a name let’s state that you actually wished to create another um you understand phase here for instance let’s say I didn’t have no strings so I can develop right here.
and you can provide it your color so we can in fact pick different colors for each of the stages however I believe all of these are in fact currently created so this is in fact quite remarkable what I will do is I will really get rid of this one and if you seem like there is um I believe pitched and demo are sort of like the exact same thing we just opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s eliminate 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 want so you will click this plus here and we have free kind a date check box drop down General email e-mail tracking task 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 opt for this one here this is the field that was really missing and I’ll actually reorganize and put the notes here alright e-mail thread count close date alright business’s size offer size and Business size fine let’s get rid of the company size and I’m gon na in fact discover something else within the general where we have created by date produced fans and more so I really want to go for the developed.
by or maybe the followers since I want to track 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 choices offered within streak is really among the easiest and among the most uh you understand flexible out there it’s really easy to use with design templates we have projects too within my job again if I didn’t want to opt for these sales if I finished with jobs then I can go with the job phases right here and once again the fields the process is going to be comparable you will select these phases from here on this plus button here and you can also provide it different various colors we also have business Dev here you can see then we have working with so if you do hiring then this is going to be your phases task search investor fundraising others real estate support and custom So within our assistance you can see we have actually inbound assigned dealing with resolved and noise this is in fact pretty good and we likewise have custom-made where I can really start something from the scratch completely according to my company for me we simply have the sales so I’m gon na go with the sales here and click develop personal or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click develop now it will just take a second for a street to create a pipeline for me so you can see this really looks pretty good now I will be able to add my Lead Series so you can in fact click on this fall and we have handle phase or rename so as I continue as I include different leads here what I I will do is I’ll just simply click and I’ll be able to include it click the top here add a box so click ADD box here and I’m going to include a box in the lead area here and let’s simply call it brand-new and click go into so now you can see we have one lead produced let’s state that there is really closed one so I’m going to include 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 in fact open this up in a brand-new tab from here too but I’m just for now I’m just gon na work this way now you can see we have 2 leads then let’s state there was a contacted also there’s one negotiating so I’ll just simply click on brand-new now as soon as you create a lead we can actually click here and it will now open the different fields that we added so this is a brand-new Elite that I produced and we have all of these different columns we have the fields that we developed keep in mind and after that we have invite colleagues so from here I can welcome the staff member we have include columns we have e-mails files and comments you can change to the e-mails 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 once 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 as soon as you’re done with this you can in fact click on get in and it will be closed now it will reveal 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 various leads from here the stages and we can perform bulk actions such as erasing and sharing also uh another thing with srix on top you will be able to see we have private option we have these three dots where we can find these phases Integrations and automation this is among the crucial ones click here and you’ll have the ability to actually integrate um other apps within yourr transfer data for notices for automations custom constructs and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they extremely easily and develop our CSV files similarly now I can change to my different folders that we have here and I can create a new pipeline we can switch to our simple Gmail really easily from here and it will likewise show me the emails that I will be receiving for my pipelines that I have developed we will even have our merge emails now with our so this is the merge email and with combine e-mail what occurs is I can really create a follow-up e-mails and various storage e-mails here and we have active advises so using is truly simple you can start free of charge by just adding the integration and now you know how to use as a total beginner don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me provide some context about my career and how it associates with. As a freelance journalist, I have actually dealt with various clients, managed several tasks at the same time, and kept a substantial network of contacts. Juggling these obligations can be overwhelming, and I recognized the need for a central system to enhance my operations.
In my quest for a service, I explored numerous platforms however found them to be either too pricey or too complex 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 perfectly integrates with Gmail, making it perfect for independent reporters who heavily rely on e-mail communication. Here are some crucial advantages of using for your freelance journalism working with process:.
Instinctive Email Tracking and Company:.
allows you to track and arrange your e-mails effortlessly, offering you a clear summary of your communications with clients, leads, and collaborators.
You can develop adjustable pipelines straight within your inbox, making it easy to keep track of the progress and handle of your jobs and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to envision and manage your sales procedure from lead generation to project conclusion.
You can categorize contacts, produce custom-made stages, set reminders, and track interactions, ensuring that no opportunity slips through the cracks.
Smooth Cooperation and Team Effort:.
facilitates cooperation by enabling you to share pipelines and interact with team members within the platform.
You can appoint jobs, share essential emails, and collaborate in real-time, boosting performance and guaranteeing everyone remains on the exact same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repetitive tasks.
You can create design templates for common e-mail responses, schedule follow-ups, and set up reminders, conserving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, offers advantages in terms of coding and software development. Here’s how:.
offers a robust API and substantial designer documentation, making it simple to incorporate with other tools and build customized services.
This versatility enables freelance journalists with coding skills to extend the performance of and tailor it to their specific requirements.
Task Management for Software Advancement:.
‘s pipeline function can be adapted to handle software application advancement projects, from ideation to release.
You can produce custom-made phases for various advancement stages, appoint jobs to team members, and track progress effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive interface and user friendly features, lessening the learning curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collective features that improve teamwork and interaction.
Developer-friendly API for combination and customization.
Cost-efficient option for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Reliance on Gmail for complete performance, limiting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more economical option, specifically for freelancers and small businesses.
HubSpot has a complimentary version, but advanced features need a higher-tier paid subscription.
Functions and Intricacy:.
provides a more detailed suite of functions, consisting of sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, providing a streamlined experience.
Both and incorporate with different third-party tools.
‘s seamless combination with Gmail is beneficial for users greatly reliant on email interaction.
As a freelance reporter, handling your hiring process and client relationships is paramount to your success. offers a user-friendly and budget friendly service that seamlessly incorporates with Gmail, allowing you to streamline your operations and focus on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re an editor, material, or writer 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 undertakings.