As an experienced freelance journalist, I comprehend the challenges of handling tasks, tracking leads, and supporting customer relationships. In this short article, I will delve into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey people welcome back in this video I will be showing you how to use Streak Crm Vs Karma Crm for your client relations collaboration interaction and much more so let’s enter it first off you need to go to streak.com and you will arrive on this website right here now is a kind of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is actually fantastic and I’ll show you how to do that as a complete beginner it will assist you customize a perfect procedure for your team and you will be able to get your work done now let’s actually enter the process now is readily available as an extension and it’s entirely free so when you get to the website you’ll get this alternative 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 okay 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 simply sign in make sure to sign.
into the exact same Gmail that you have actually included the uh you know streak to now it will ask you for your access and we’re gon na merely scroll down and click on enable after including this is what your Gmail will look like now you can see here in our basic you understand folders we are getting just recently seen all tracked e-mails and updated reply and then we have this brand-new choice 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 control panel for here I’ll have the ability to produce a new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go produce a new pipeline let’s in fact do that you will click new pipeline here and we have various alternatives firstly we have the stages so this is where you will pick these phases for your pipeline and you can really we have actually a lead called pitched demo working out close phone closed uh you understand then we have supporting 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 offer size company size close rate e-mail thread count days and state and notes so if you wish to include another phase you will click this Plus on top and you will give your stage a name let’s say that you in fact wished to create another um you understand stage here for instance let’s say I didn’t have no strings so I can create right here.
and you can give it your color so we can actually pick different colors for each of the stages but I believe all of these are actually already created so this is in fact pretty excellent what I will do is I will in fact get rid of this one and if you seem like there is um I think pitched and demo are kind of like the very same thing we simply choose the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s get rid of the demonstration 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 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 on this plus here and we have totally free form a date check box fall General e-mail email tracking task 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 really missing out on and I’ll really rearrange and put the notes here alright email thread count close date alright business’s size offer size and Company size alright let’s eliminate the company size and I’m gon na in fact discover something else within the general where we have actually created by date developed fans and more so I actually want to choose the created.
by or maybe the fans due to the fact that I wish to track my staff member that are in fact following this so I will you know put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a great deal of alternatives readily available within streak is actually one of the easiest and among the most uh you understand flexible out there it’s really easy to use with templates we have tasks too within my task once again if I didn’t want to choose these sales if I made with jobs then I can choose the project stages right here and once again the fields the procedure is going to be comparable you will choose these phases from here on this plus button here and you can likewise offer it different different colors we likewise 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 job search financier fundraising others real estate support and custom-made So within our assistance you can see we have actually incoming appointed dealing with fixed and sound this is really respectable and we likewise have customized where I can in fact start something from the scratch totally according to my company for me we merely have the sales so I’m gon na opt for the sales here and click produce private or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click create now it will just 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 add my Lead Series so you can in fact click this drop down and we have handle stage or rename so as I continue as I add various leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click on the top here add a box so click on 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 actually one lead developed let’s state that there is in fact 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 new two we can actually open this up in a new tab from here too but 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 also there’s one working out so I’ll just simply click on brand-new now when you produce a lead we can in fact click here and it will now open up the various fields that we added so this is a new Elite that I produced and we have all of these various columns we have the fields that we developed remember and after that we have welcome colleagues so from here I can invite the team members we have add columns we have e-mails files and remarks 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 comments at the top here again we have the call log we have our meeting notes and we even have our.
attachments so this is how you create a lead within your once you’re done with this you can actually click on go into and it will be closed now it will show you something like this we have all of our information collected here and at the top we’re getting our account such as 2 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 one more thing with srix at the top you will have the ability 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 really integrate um other apps within yourr transfer information for alerts for automations custom constructs and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they really quickly and develop our CSV files likewise now I can change to my various folders that we have here and I can develop a new pipeline we can switch to our easy 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 actually produced we will even have our merge e-mails now with our so this is the combine e-mail and with combine email what takes place is I can actually develop a follow-up emails and different storage emails here and we have active advises so using is truly simple you can get started for free by simply including the combination and now you understand how to utilize as a total beginner don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me offer some context about my profession and how it associates with. As an independent journalist, I’ve worked with many clients, handled numerous jobs simultaneously, and preserved a substantial network of contacts. Juggling these obligations can be frustrating, and I acknowledged the need for a central system to streamline my operations.
In my quest for a service, I checked out various platforms but discovered them to be either too costly or too complicated for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly incorporates with Gmail, making it ideal for independent journalists who greatly rely on e-mail interaction. Here are some crucial advantages of using for your freelance journalism working with process:.
Intuitive Email Tracking and Organization:.
enables you to track and organize your emails effortlessly, providing you a clear introduction of your communications with customers, leads, and partners.
You can produce adjustable pipelines straight within your inbox, making it simple to handle and keep track of the progress of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and handle your sales process from list building to project completion.
You can classify contacts, create custom-made phases, set reminders, and track interactions, guaranteeing that no opportunity slips through the fractures.
Seamless Collaboration and Team Effort:.
assists in collaboration by allowing you to share pipelines and communicate with employee within the platform.
You can assign tasks, share important emails, and work together in real-time, improving productivity and making sure everybody remains on the same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repeated jobs.
You can produce design templates for typical email reactions, schedule follow-ups, and established reminders, saving you valuable time and effort.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, provides benefits in regards to coding and software development. Here’s how:.
supplies a robust API and comprehensive developer documents, making it easy to integrate with other tools and construct custom-made solutions.
This versatility permits self-employed reporters with coding abilities to extend the functionality of and customize it to their specific needs.
Project Management for Software Development:.
‘s pipeline feature can be adapted to handle software application advancement jobs, from ideation to release.
You can develop customized phases for various development phases, assign tasks to team members, and track development effectively.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
Instinctive user interface and easy-to-use functions, minimizing the finding out curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collaborative functions that improve teamwork and interaction.
Developer-friendly API for integration and personalization.
Affordable option for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation features.
Reliance on Gmail for full performance, restricting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While deals substantial advantages for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more budget friendly solution, particularly for freelancers and small businesses.
HubSpot has a complimentary variation, however advanced features need a higher-tier paid membership.
Features and Intricacy:.
provides a more extensive suite of features, consisting of innovative marketing automation and analytics.
focuses on simplicity and ease of use, offering a structured experience.
Both and integrate with numerous third-party tools.
‘s seamless combination with Gmail is advantageous for users heavily reliant on e-mail communication.
As a freelance reporter, managing your hiring process and customer relationships is paramount to your success. offers a inexpensive and instinctive option that perfectly incorporates with Gmail, enabling you to enhance your operations and focus on your craft. While it may not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a author, editor, or content developer, can empower you to take control of your freelance journalism career by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.