As an experienced freelance reporter, I comprehend the difficulties of managing tasks, tracking leads, and supporting customer relationships. In this article, I will dig into the benefits of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for novices hey guys welcome back in this video I will be revealing you how to use Does Streak Crm Have A Calendar for your client relations cooperation communication and far more so let’s enter 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 add to our easy Gmail to turn our Gmail into our working Hub and we can actually 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 assist you tailor a best process for your group and you will be able to get your work done now let’s actually enter into the procedure now is available as an extension and it’s completely free so once you get to the site you’ll get this choice 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 ADD extension and your extension will be included fine it’s done and now it is adding 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 sign in make certain to sign.
into the same Gmail that you have added the uh you understand streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click allow after adding this is what your Gmail will look like now you can see here in our easy you know folders we are getting recently seen all tracked emails and updated reply and then 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 resembles our new dashboard for here I’ll have the ability 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 new pipeline let’s actually do that you will click new pipeline here and we have various 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 actually a lead called pitched demo working out close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority industry offer size business size close rate email thread count days and state and notes so if you wish to add another phase you will click on this Plus at the top and you will provide your phase a name let’s say that you actually wished to create 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 provide it your color so we can in fact select different colors for each of the stages but I think all of these are really currently produced so this is really quite remarkable what I will do is I will in fact get rid of this one and if you feel like there is um I believe pitched and demo are type of like the same thing we simply opt for the pitch so what I’ll do is uh we have demo two what I’ll do is really 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 different fields that you desire so you will click on this plus here and we have complimentary type a date check box fall General e-mail email tracking job calls and meetings so I don’t 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 in fact missing and I’ll really reorganize and put the notes here all right email thread count close date all right business’s size deal size and Company size fine let’s get rid of the business size and I’m gon na in fact find something else within the general where we have created by date created fans and more so I actually wish to go for the created.
by or perhaps the followers due to the fact that I want to monitor my employee that are really following this so I will you understand 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 lot of alternatives offered within streak is actually one of the easiest and among the most uh you understand versatile out there it’s extremely easy to use with templates we have projects too within my job again if I didn’t want to go for these sales if I did with jobs then I can go with the project stages right here and again the fields the procedure is going to be similar you will pick these stages from here on this plus button here and you can likewise provide 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 stages task search investor fundraising others real estate assistance and customized So within our assistance you can see we have inbound appointed dealing with fixed and noise this is in fact pretty good and we also have customized where I can in fact start something from the scratch completely according to my organization for me we just have the sales so I’m gon na opt for the sales here and click on 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 actually looks pretty good now I will be able to add my Lead Series so you can really click this drop down and we have handle phase or relabel so as I continue as I include various 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 include a box so click on 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 actually one lead developed let’s say that there is really closed one so I’m going to include one here let’s just for now let’s call it 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 by doing this now you can see we have 2 leads then let’s state there was a called too there’s one working out so I’ll just simply click new now as soon as you produce 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 new Elite that I developed and we have all of these different columns we have the fields that we developed keep in mind and then we have welcome teammates so from here I can welcome the team members we have add columns we have e-mails files and remarks you can change to the emails and it will reveal you the e-mails that you got in files we can even submit files and after that we have the remarks at the top here again we have the call log we have our conference notes and we even have our.
attachments so this is how you create a lead within your as soon as you’re done with this you can in fact click on 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 gotten in touch with 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 carry out bulk actions such as deleting and sharing too uh another thing with srix at the top you will have the ability to see we have personal choice we have these three dots where we can find these stages Integrations and automation this is among the important ones click here and you’ll be able to really integrate um other apps within yourr transfer data for alerts for automations custom-made builds and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they extremely easily and produce our CSV files likewise now I can switch to my different folders that we have here and I can develop a brand-new pipeline we can switch to our simple Gmail very easily from here and it will also reveal me the emails that I will be getting for my pipelines that I have actually developed we will even have our combine emails now with our so this is the combine email and with combine email what occurs is I can in fact produce a follow-up emails and various storage e-mails here and we have active instructs so utilizing is actually easy you can start for free by just including the combination and now you know how to use as a complete newbie don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me supply some context about my profession and how it connects to. As an independent reporter, I have actually dealt with many clients, managed numerous projects at the same time, and kept a comprehensive network of contacts. Juggling these responsibilities can be overwhelming, and I acknowledged the need for a central system to improve my operations.
In my mission for a service, I checked out numerous platforms but found them to be either too intricate or too expensive for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly incorporates with Gmail, making it ideal for independent journalists who greatly rely on e-mail interaction. Here are some essential benefits of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Company:.
enables you to track and organize your emails easily, offering you a clear summary of your communications with customers, leads, and collaborators.
You can create customizable pipelines directly within your inbox, making it easy to keep an eye on the development and handle of your jobs and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to imagine and handle your sales process from list building to job completion.
You can classify contacts, produce customized phases, set tips, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Partnership and Team Effort:.
facilitates partnership by enabling you to share pipelines and communicate with employee within the platform.
You can designate tasks, share important e-mails, and work together in real-time, enhancing efficiency and guaranteeing everybody stays on the same page.
Personalized Workflows:.
‘s flexible workflow system allows you to customize your pipelines and automate recurring tasks.
You can create templates for common email actions, schedule follow-ups, and established pointers, conserving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, uses benefits in terms of coding and software advancement. Here’s how:.
Developer-Friendly Integration:.
offers a robust API and substantial developer documentation, making it simple to incorporate with other tools and construct customized services.
This versatility enables freelance reporters with coding skills to extend the performance of and customize it to their specific needs.
Job Management for Software Application Development:.
‘s pipeline feature can be adapted to manage software application development tasks, from ideation to implementation.
You can create customized stages for different development stages, designate jobs to staff member, and track progress effectively.
Pros and Cons of
Pros:.
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and easy-to-use features, lessening the learning curve.
Personalized pipelines and workflows to adapt to private requirements.
Collective functions that improve team effort and communication.
Developer-friendly API for combination and personalization.
Cost-efficient solution for freelancers and small businesses.
Cons:.
Minimal reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation features.
Dependence on Gmail for complete performance, restricting compatibility with other email providers.
Contrast with HubSpot CRM:.
While deals substantial benefits for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
Cost:.
uses a more economical solution, especially for freelancers and small companies.
HubSpot has a complimentary variation, however advanced functions require a higher-tier paid membership.
Features and Intricacy:.
offers a more comprehensive suite of functions, consisting of innovative marketing automation and analytics.
concentrates on simpleness and ease of use, using a structured experience.
Combination:.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is beneficial for users heavily reliant on email interaction.
Conclusion:.
As an independent journalist, handling your hiring process and customer relationships is critical to your success. offers a affordable and intuitive service that effortlessly incorporates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it might not have the advanced functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a material, editor, or writer developer, can empower you to take control of your freelance journalism profession by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.