As a seasoned freelance reporter, I understand the obstacles of handling tasks, tracking leads, and nurturing client 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 supply a contrast with HubSpot CRM.
tutorial how to utilize for novices hey men welcome back in this video I will be showing you how to use Streak Crm Academy for your client relations collaboration communication and a lot more so let’s enter into it firstly you require to go to streak.com and you will land on this site right here now is a kind of CRM that we can add to our basic Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is really incredible and I’ll show you how to do that as a complete newbie it will help you tailor a perfect procedure for your team and you will be able to get your work done now let’s really get into the procedure now is readily available as an extension and it’s completely totally free so as soon as you get to the site you’ll get this choice here which is contribute 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 contribute to Chrome click ADD extension and your extension will be added all right it’s done and now it is adding 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 simply sign in make certain to sign.
into the very same Gmail that you have actually 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 allow after including this is what your Gmail will look like now you can see here in our simple you know folders we are getting just recently seen all tracked emails and upgraded reply and after that we have this brand-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 merges so you can see this is like our brand-new control panel for here I’ll be able to create 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 brand-new pipeline let’s really do that you will click brand-new pipeline here and we have different alternatives first off we have the stages so this is where you will pick these phases for your pipeline and you can in fact we have a lead gotten in touch with pitched demonstration negotiating close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority market offer size company size close rate e-mail thread count days and state and keeps in mind so if you want to include another stage you will click this Plus on top and you will provide your phase a name let’s say that you actually wanted to develop 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 actually pick different colors for each of the stages but I think all of these are in fact currently created so this is actually pretty remarkable what I will do is I will actually eliminate this one and if you seem like there is um I think pitched and demonstration are kind of like the exact same thing we just go with the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s get rid of the demo here and after that we have working out with negotiating I can choose 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 want so you will click this plus here and we have free type a date check box drop down General email e-mail tracking job calls and conferences so I do not 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 choose this one here this is the field that was actually missing out on and I’ll in fact rearrange and put the notes here all right email thread count close date fine company’s size deal size and Company size okay let’s eliminate the business size and I’m gon na actually discover something else within the basic where we have actually produced by date developed followers and more so I in fact want to go for the created.
by or maybe the followers since I wish to track my team members 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 great deal of options readily available within streak is actually one of the simplest and one of the most uh you know flexible out there it’s extremely easy to use with design templates we have tasks too within my job again if I didn’t wish to opt for these sales if I made with tasks then I can go with the task stages right here and once again the fields the procedure is going to be similar you will choose these phases from here on this plus button here and you can likewise give it different various colors we also have organization Dev here you can see then we have working with so if you do employing then this is going to be your phases task search investor fundraising others property assistance and custom-made So within our support you can see we have actually incoming appointed working on solved and sound this is actually respectable and we also have custom-made where I can actually start something from the scratch totally according to my business for me we simply have the sales so I’m gon na go with the sales here and click on develop personal or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click on develop now it will simply take a second for a street to create a pipeline for me so you can see this really looks respectable now I will be able to include my Lead Series so you can actually click on this drop down and we have manage stage or relabel so as I continue as I include different leads here what I I will do is I’ll just merely click and I’ll be able to add it click the top here add a box so click on ADD box here and I’m going to include a box in the lead section here and let’s just call it new and click go into so now you can see we have 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 two 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 by doing this now you can see we have 2 leads then let’s say there was a called also there’s one negotiating so I’ll just merely click brand-new now as soon as you produce a lead we can really click on this link and it will now open the various fields that we added so this is a new Elite that I developed 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 welcome the team members we have add columns we have emails files and comments you can change to the e-mails and it will reveal you the emails that you got in files we can even publish 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 develop a lead within your once you’re made with this you can actually click go into and it will be closed now it will reveal you something like this we have all of our data gathered here and at the top we’re getting our account such as two leads one gotten in touch with and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can perform bulk actions such as erasing and sharing also uh one more thing with srix on top you will have the ability to see we have personal option we have these three dots where we can find these phases Combinations and automation this is one of the essential ones click here and you’ll be able to in fact incorporate um other apps within yourr transfer data for notifications for automations customized builds and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they really easily and create our CSV files similarly now I can change to my different folders that we have here and I can create a brand-new pipeline we can switch to our easy Gmail extremely quickly from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have actually produced we will even have our combine emails now with our so this is the merge email and with merge e-mail what happens is I can actually produce a follow-up e-mails and different storage emails here and we have active advises so utilizing is actually easy you can get going for free by simply including the integration and now you understand how to use as a total novice don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it relates to. As a freelance journalist, I’ve dealt with numerous customers, handled multiple tasks at the same time, and kept a comprehensive 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 a solution, I explored different platforms but discovered them to be either too intricate or too expensive for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly integrates with Gmail, making it perfect for self-employed journalists who greatly rely on email communication. Here are some essential benefits of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Company:.
allows you to track and arrange your e-mails easily, offering you a clear summary of your communications with customers, leads, and partners.
You can produce adjustable pipelines straight within your inbox, making it easy to manage and keep an eye on the progress of your jobs and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to imagine and manage your sales procedure from list building to project conclusion.
You can categorize contacts, create custom stages, set tips, and track interactions, making sure that no opportunity slips through the fractures.
Seamless Partnership and Team Effort:.
facilitates partnership by enabling you to share pipelines and communicate with staff member within the platform.
You can designate tasks, share essential e-mails, and team up in real-time, enhancing performance and ensuring everybody remains on the exact same page.
‘s versatile workflow system enables you to customize your pipelines and automate repetitive tasks.
You can produce design templates for common e-mail responses, schedule follow-ups, and set up pointers, conserving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, provides benefits in terms of coding and software application advancement. Here’s how:.
supplies a robust API and extensive designer documentation, making it easy to integrate with other tools and develop custom services.
This versatility enables freelance journalists with coding abilities to extend the functionality of and tailor it to their particular requirements.
Project Management for Software Development:.
‘s pipeline function can be adjusted to manage software advancement projects, from ideation to implementation.
You can develop custom-made phases for various development stages, designate tasks to team members, and track progress efficiently.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
Instinctive interface and user friendly features, minimizing the discovering curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collaborative functions that enhance teamwork and interaction.
Developer-friendly API for integration and personalization.
Economical solution for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation features.
Reliance on Gmail for full functionality, limiting compatibility with other e-mail service providers.
Comparison with HubSpot CRM:.
While offers considerable advantages for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
offers a more cost effective option, specifically for freelancers and small businesses.
HubSpot has a free version, but advanced functions need a higher-tier paid membership.
Functions and Intricacy:.
offers a more comprehensive suite of features, including innovative marketing automation and analytics.
concentrates on simplicity and ease of use, using a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s smooth integration with Gmail is advantageous for users heavily reliant on email interaction.
As a freelance journalist, managing your hiring procedure and customer relationships is vital to your success. offers a budget-friendly and instinctive service that effortlessly integrates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it may not have the sophisticated features 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 author, content, or editor creator, can empower you to take control of your freelance journalism career by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.