As an experienced freelance journalist, I comprehend the challenges of managing tasks, tracking leads, and supporting client relationships. In this short article, I will dig into the benefits of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for novices hey men welcome back in this video I will be showing you how to use Streak Crm Beta for your client relations collaboration interaction and a lot more so let’s get into it to start with you need to go to streak.com and you will arrive on this website right here now is a type of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is actually incredible and I’ll show you how to do that as a complete novice it will help you personalize a perfect process for your group and you will be able to get your work done now let’s in fact enter the process now is offered as an extension and it’s completely complimentary so once you get to the site you’ll get this alternative here which is contribute 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 contribute to Chrome click on ADD extension and your extension will be added all right it’s done and now it is contributing 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 ensure to sign.
into the exact same Gmail that you have actually added the uh you understand streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click enable after adding this is what your Gmail will look like now you can see here in our basic you know folders we are getting just recently viewed all tracked emails and updated reply and after that 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 merges so you can see this resembles our 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 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 various alternatives first off we have the stages so this is where you will pick these stages 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 email last e-mail from lead Source concern market deal size company size close rate e-mail thread count days and state and notes so if you wish to add another stage you will click on this Plus at the top and you will give your phase a name let’s say that you actually wanted to develop another um you understand stage here for example let’s say I didn’t have no strings so I can create right here.
and you can provide it your color so we can actually select various colors for each of the stages but I think all of these are actually already developed so this is really quite impressive what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demonstration are kind of like the exact same thing we simply choose 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 after that we have working out 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 various fields that you want so you will click on this plus here and we have totally free form a date check box fall General e-mail e-mail tracking job calls and meetings 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 choose this one here this is the field that was really missing out on and I’ll really reorganize and put the notes here alright e-mail thread count close date okay business’s size deal size and Company size okay let’s get rid of the business size and I’m gon na really discover something else within the basic where we have produced by date developed followers and more so I actually want to choose the created.
by or maybe the followers due to the fact that I wish to track my employee 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 great deal of options offered within streak is really among the simplest and one of the most uh you understand versatile out there it’s extremely easy to use with templates we have tasks too within my project again if I didn’t wish to opt for these sales if I finished with jobs then I can choose the task stages right here and again the fields the process is going to be similar you will select these phases from here on this plus button here and you can likewise provide it different various colors we likewise 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 job search investor fundraising others realty support and customized So within our support you can see we have actually incoming designated dealing with dealt with and sound this is really pretty good and we also have custom where I can really start something from the scratch absolutely according to my service for me we just have the sales so I’m gon na opt for the sales here and click produce personal or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click on produce now it will simply take a second for a street to develop 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 really click this fall and we have manage stage or rename so as I proceed as I include various leads here what I I will do is I’ll just merely 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 section here and let’s simply call it brand-new and click on get in so now you can see we have actually one lead created 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 include another lead let’s call it brand-new two we can in fact 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 contacted too there’s one working out so I’ll just merely click brand-new now as soon as you develop a lead we can in fact click on this link and it will now open the different fields that we included so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we developed remember and then we have welcome teammates so from here I can welcome the staff member we have add columns we have emails files and remarks you can switch to the e-mails and it will reveal you the emails that you got in files we can even publish files and then we have the remarks at the top here again we have the call log we have our conference notes and we even have our.
accessories so this is how you develop a lead within your as soon as you’re done 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 gathered 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 choose various leads from here the stages and we can perform bulk actions such as deleting and sharing as well uh one more thing with srix on top you will be able to see we have personal choice we have these three dots where we can find these phases Combinations and automation this is among the essential ones click on this link and you’ll have the ability to really incorporate um other apps within yourr transfer information for alerts for automations custom-made constructs and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely quickly and develop our CSV files similarly now I can change to my various folders that we have here and I can create a brand-new pipeline we can change to our simple Gmail very quickly from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have developed we will even have our combine emails now with our so this is the combine e-mail and with merge e-mail what happens is I can in fact produce a follow-up emails and different storage e-mails here and we have active advises so utilizing is actually simple you can start for free by simply including the combination and now you know how to use as a total beginner don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me provide some context about my profession and how it connects to. As an independent journalist, I’ve worked with many customers, managed numerous jobs simultaneously, and maintained a substantial network of contacts. Juggling these duties can be overwhelming, and I recognized the need for a centralized system to enhance my operations.
In my mission for a service, I checked out different platforms however found them to be either too complex or too costly 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 flawlessly integrates with Gmail, making it perfect for freelance journalists who heavily rely on email communication. Here are some essential benefits of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Organization:.
enables you to track and arrange your emails effortlessly, offering you a clear summary of your interactions with clients, leads, and partners.
You can create customizable pipelines straight within your inbox, making it easy to handle and monitor the development of your tasks and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and manage your sales process from lead generation to task completion.
You can classify contacts, develop custom-made stages, set reminders, and track interactions, making sure that no chance slips through the cracks.
Smooth Cooperation and Teamwork:.
facilitates collaboration by allowing you to share pipelines and communicate with staff member within the platform.
You can designate jobs, share important emails, and collaborate in real-time, improving efficiency and guaranteeing everyone remains on the same page.
‘s versatile workflow system enables you to personalize your pipelines and automate recurring tasks.
You can create templates for common e-mail reactions, schedule follow-ups, and set up pointers, conserving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, provides benefits in terms of coding and software development. Here’s how:.
offers a robust API and substantial designer documents, making it easy to incorporate with other tools and construct custom-made services.
This flexibility allows freelance reporters with coding abilities to extend the performance of and customize it to their particular requirements.
Project Management for Software Application Development:.
‘s pipeline function can be adjusted to handle software application development jobs, from ideation to release.
You can develop customized phases for various advancement stages, appoint tasks to employee, 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, reducing the learning curve.
Customizable pipelines and workflows to adapt to specific requirements.
Collective features that boost teamwork and interaction.
Developer-friendly API for integration and customization.
Economical service for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for complete performance, restricting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers considerable benefits for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
offers a more budget-friendly service, especially for freelancers and small companies.
HubSpot has a free variation, however advanced features need a higher-tier paid subscription.
Functions and Complexity:.
supplies a more extensive suite of functions, consisting of sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, offering a streamlined experience.
Both and incorporate with various third-party tools.
‘s seamless integration with Gmail is beneficial for users greatly reliant on email interaction.
As an independent reporter, managing your hiring procedure and client relationships is critical to your success. offers a inexpensive and intuitive solution that effortlessly incorporates with Gmail, allowing you to streamline your operations and focus on your craft. While it might not have the innovative functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal 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 handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.