As a seasoned freelance journalist, I understand the difficulties of handling projects, tracking leads, and nurturing customer relationships. In this short article, I will dive into the advantages of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and supply 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 use Streak Crm Csv for your client relations cooperation interaction and far more so let’s enter into it to start with you need to go to streak.com and you will arrive at this site right here now is a sort of CRM that we can add to our basic Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is really remarkable and I’ll reveal you how to do that as a total newbie it will assist you tailor a perfect 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 totally totally free so once 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 contribute to Chrome click on ADD extension and your extension will be added 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 simply sign in ensure to sign.
into the exact 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 permit after including this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting recently seen all tracked e-mails and updated reply and then we have this 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 resembles our new dashboard for here I’ll be able to produce a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go create a brand-new pipeline let’s actually do that you will click on new pipeline here and we have different choices first of all we have the stages so this is where you will pick these stages for your pipeline and you can actually we have a lead gotten in touch with pitched demonstration working out close phone closed uh you understand then we have nurturing all right then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern market deal size company size close rate e-mail thread count days and state and keeps in mind so if you wish to add another phase you will click on this Plus at the top and you will offer your stage a name let’s state that you actually wished to produce another um you know phase here for example let’s state I didn’t have no strings so I can develop right here.
and you can give it your color so we can really pick different colors for each of the stages but I think all of these are actually already created so this is actually pretty remarkable 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 demo are sort of like the very same thing we simply opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s get rid of the demo here and after that 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 various fields that you want so you will click on this plus here and we have free type a date check box drop down General email e-mail tracking job calls and meetings 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 opt for this one here this is the field that was actually missing and I’ll really rearrange and put the notes here alright e-mail thread count close date all right business’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 developed by date produced followers and more so I in fact want to opt for the created.
by or perhaps the followers since I wish to keep track of my team members that are really following this so I will you know 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 alternatives readily available within streak is in fact one of the most convenient and one of the most uh you know flexible out there it’s very easy to use with templates we have jobs too within my project again if I didn’t wish to opt for these sales if I made with jobs then I can opt for the task stages right here and once 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 various different 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 custom So within our assistance you can see we have incoming assigned working on resolved and sound this is actually pretty good and we likewise have custom where I can really start something from the scratch totally according to my company for me we merely have the sales so I’m gon na choose the sales here and click produce private or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click on create now it will just take a second for a street to develop 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 actually click on this fall and we have manage 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 add it click on 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 just call it brand-new and click get in 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 add another lead let’s call it new two we can really open this up in a new tab from here too however I’m just for now I’m simply gon na work in this manner now you can see we have two 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 on brand-new now as soon as you produce a lead we can in fact click on this link and it will now open up the different fields that we included so this is a new Elite that I developed and we have all of these different columns we have the fields that we produced remember and after that we have invite colleagues so from here I can welcome the staff member we have add columns we have e-mails files and comments you can switch to the emails and it will show you the emails that you got in files we can even publish files and then 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 finished with this you can in fact click enter and it will be closed now it will show you something like this we have all of our data collected here and at the top we’re getting our account such as two leads one contacted 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 carry out bulk actions such as erasing and sharing also uh another thing with srix on top you will be able to see we have personal alternative we have these 3 dots where we can find these phases Integrations and automation this is one of the important ones click here and you’ll be able to actually integrate um other apps within yourr transfer information for alerts 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 extremely quickly and create our CSV files likewise now I can switch to my different folders that we have here and I can create a new pipeline we can switch to our simple Gmail very quickly from here and it will likewise show me the emails that I will be getting for my pipelines that I have produced 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 create a follow-up e-mails and various storage e-mails here and we have active instructs so utilizing is actually easy you can get started totally free by just adding the integration and now you understand how to use as a complete newbie don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me provide some context about my career and how it associates with. As an independent reporter, I’ve dealt with numerous clients, handled numerous tasks simultaneously, and kept an extensive network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the need for a centralized system to enhance my operations.
In my quest for an option, I explored different platforms however discovered them to be either too costly or too complicated for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly incorporates with Gmail, making it perfect for freelance reporters who heavily depend on email communication. Here are some key advantages of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Company:.
enables you to track and organize your e-mails easily, giving you a clear introduction of your communications with clients, leads, and partners.
You can produce customizable pipelines straight within your inbox, making it easy to keep an eye on the development and manage of your projects and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to picture and manage your sales process from list building to job conclusion.
You can categorize contacts, create custom-made stages, set pointers, and track interactions, ensuring that no chance slips through the cracks.
Seamless Partnership and Team Effort:.
facilitates partnership by permitting you to share pipelines and communicate with employee within the platform.
You can appoint tasks, share essential e-mails, and team up in real-time, enhancing productivity and making sure everyone remains on the very same page.
‘s flexible workflow system enables you to tailor your pipelines and automate repeated tasks.
You can develop design templates for common email responses, schedule follow-ups, and set up tips, saving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, offers advantages in terms of coding and software application advancement. Here’s how:.
supplies a robust API and extensive designer documents, making it easy to integrate with other tools and construct custom solutions.
This flexibility enables freelance journalists with coding abilities to extend the performance of and tailor it to their particular needs.
Project Management for Software Advancement:.
‘s pipeline function can be adapted to handle software advancement tasks, from ideation to release.
You can produce custom-made phases for various advancement stages, appoint tasks to team members, and track development efficiently.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and easy-to-use functions, lessening the finding out curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collaborative functions that enhance team effort and interaction.
Developer-friendly API for integration and personalization.
Affordable option for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation functions.
Dependence on Gmail for full performance, restricting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers substantial benefits for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
offers a more economical service, particularly for freelancers and small companies.
HubSpot has a free variation, but advanced features need a higher-tier paid membership.
Features and Complexity:.
provides a more extensive suite of functions, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, using a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s smooth combination with Gmail is useful for users heavily reliant on email interaction.
As an independent journalist, handling your hiring procedure and client relationships is paramount to your success. offers a intuitive and inexpensive service that perfectly integrates with Gmail, enabling you to improve your operations and concentrate on your craft. While it might not have the sophisticated functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a author, editor, or content creator, can empower you to take control of your freelance journalism career by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.