As a skilled freelance journalist, I comprehend the difficulties of managing jobs, tracking leads, and nurturing customer relationships. In this post, I will delve 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 beginners hey men welcome back in this video I will be showing you how to utilize Streak Crm For Job Search for your client relations partnership interaction and a lot more so let’s get into it first of all 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 contribute to our simple Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is truly amazing and I’ll reveal you how to do that as a total newbie it will assist you customize a perfect procedure for your team and you will be able to get your work done now let’s in fact enter the procedure now is readily available as an extension and it’s completely totally free so when you get to the website 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 add to Chrome click on ADD extension and your extension will be added okay 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 check in make certain to sign.
into the very same Gmail that you have included the uh you know streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click enable after including this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting just recently viewed all tracked emails and upgraded reply and then we have this new option which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this resembles our new control panel for here I’ll be able to develop a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go create a brand-new pipeline let’s in fact do that you will click new pipeline here and we have various alternatives to start with we have the stages so this is where you will select these phases for your pipeline and you can in fact we have a lead called pitched demo negotiating close phone closed uh you know then we have supporting fine then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority industry deal size business size close rate email thread count days and state and keeps in mind so if you wish to include another stage you will click this Plus on 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 instance let’s state I didn’t have no strings so I can create right here.
and you can give it your color so we can really select different colors for each of the stages but I think all of these are in fact currently created so this is in fact quite excellent 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 demonstration are type of like the same thing we simply choose 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 working out with negotiating I can choose 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 complimentary type a date check box drop down General e-mail email tracking job calls and meetings so I do not 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 actually missing and I’ll actually reorganize and put the notes here alright e-mail thread count close date okay company’s size offer size and Company size alright let’s get rid of the business size and I’m gon na really find something else within the basic where we have actually produced by date created fans and more so I actually wish to opt for the produced.
by or maybe the fans since I wish to monitor my staff member that are actually 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 choices readily available within streak is in fact one of the easiest and one of the most uh you know versatile out there it’s very easy to use with design templates we have tasks too within my task again if I didn’t wish to go for these sales if I made with tasks then I can go with the task stages right here and once again the fields the process is going to be comparable you will pick these stages from here on this plus button here and you can also offer it various different colors we also have service Dev here you can see then we have hiring so if you do working with then this is going to be your phases task search financier fundraising others property support and custom So within our support you can see we have inbound designated working on resolved and sound this is actually respectable and we also have custom-made where I can actually start something from the scratch completely according to my business for me we simply have the sales so I’m gon na go with the sales here and click on produce private or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click create now it will just take a 2nd for a street to create a pipeline for me so you can see this in fact looks respectable now I will be able to include my Lead Series so you can in fact click on this fall and we have manage phase or rename so as I proceed as I add different 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 include a box so click ADD box here and I’m going to add a box in the lead area here and let’s simply call it new and click get in so now you can see we have one lead developed let’s state that there is really closed one so I’m going to add 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 2 we can really open this up in a brand-new tab from here too however I’m just for now I’m just gon na work in this manner now you can see we have two leads then let’s say there was a contacted too there’s one negotiating so I’ll just merely click on new now as soon as you create a lead we can really click on this link and it will now open up the various fields that we added so this is a new Elite that I created and we have all of these different columns we have the fields that we produced keep in mind and after that we have invite colleagues so from here I can invite the team members we have include columns we have e-mails files and comments you can switch to the e-mails and it will reveal you the e-mails that you got in files we can even upload 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 develop a lead within your when you’re finished with this you can actually click on get in 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 one more 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 Combinations and automation this is among the essential ones click on this link and you’ll be able to really incorporate um other apps within yourr transfer information for notifications for automations customized constructs and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and produce our CSV files likewise now I can switch to my different folders that we have here and I can produce a brand-new pipeline we can switch to our simple Gmail really easily 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 e-mail and with combine e-mail what takes place is I can actually produce a follow-up emails and different storage emails here and we have active advises so using is actually easy you can get started free of charge by just including the combination and now you understand how to utilize as a total newbie don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me supply some context about my career and how it connects to. As a freelance reporter, I have actually worked with various customers, managed numerous jobs at the same time, and kept a substantial network of contacts. Balancing these responsibilities can be overwhelming, and I acknowledged the requirement for a centralized system to streamline my operations.
In my quest for a service, I explored different platforms but found them to be either too expensive or too complex for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly integrates with Gmail, making it ideal for independent reporters who heavily count on email communication. Here are some essential advantages of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Company:.
allows you to track and organize your emails effortlessly, giving you a clear overview of your communications with customers, leads, and partners.
You can develop personalized pipelines straight within your inbox, making it simple to manage and keep an eye on the progress of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to picture and handle your sales procedure from list building to task completion.
You can categorize contacts, develop customized phases, set pointers, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Cooperation and Team Effort:.
helps with collaboration by permitting you to share pipelines and communicate with staff member within the platform.
You can assign tasks, share important e-mails, and work together in real-time, enhancing productivity and guaranteeing everybody stays on the exact same page.
‘s flexible workflow system enables you to customize your pipelines and automate recurring jobs.
You can create templates for typical e-mail responses, schedule follow-ups, and set up pointers, conserving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in independent journalism, uses benefits in regards to coding and software development. Here’s how:.
offers a robust API and extensive developer documentation, making it easy to integrate with other tools and build customized options.
This versatility allows freelance reporters with coding abilities to extend the functionality of and tailor it to their specific needs.
Job Management for Software Application Advancement:.
‘s pipeline function can be adapted to manage software advancement jobs, from ideation to release.
You can produce custom-made phases for different advancement stages, assign tasks to team members, and track progress efficiently.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
Instinctive interface and easy-to-use features, reducing the finding out curve.
Customizable pipelines and workflows to adjust to private requirements.
Collective functions that improve teamwork and communication.
Developer-friendly API for integration and modification.
Cost-effective solution for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation functions.
Reliance on Gmail for complete performance, restricting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While offers substantial benefits for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
uses a more cost effective solution, especially for freelancers and small businesses.
HubSpot has a complimentary variation, however advanced functions require a higher-tier paid membership.
Features and Intricacy:.
offers a more thorough suite of features, consisting of innovative marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Both and integrate with various third-party tools.
‘s seamless integration with Gmail is beneficial for users heavily reliant on email communication.
As an independent reporter, managing your hiring procedure and customer relationships is paramount to your success. offers a inexpensive and instinctive solution that seamlessly incorporates with Gmail, enabling you to improve your operations and focus on your craft. While it might not have the advanced features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re an editor, material, or author developer, can empower you to take control of your freelance journalism career by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.