As an experienced freelance journalist, I understand the obstacles of managing tasks, tracking leads, and nurturing client relationships. In this post, I will dig into the advantages of utilizing for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for beginners hey people invite back in this video I will be revealing you how to utilize Does Streak Crm Integrate With Quickbooks for your client relations partnership interaction and a lot more so let’s enter into it firstly you require to go to streak.com and you will land on this site right here now is a kind of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is actually incredible and I’ll reveal you how to do that as a complete novice it will assist you personalize an ideal procedure for your group and you will have the ability to get your work done now let’s really get into the process now is readily available as an extension and it’s totally complimentary so when you get to the website you’ll get this option 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 on contribute to Chrome click on ADD extension and your extension will be added fine 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 sign in ensure to sign.
into the very same Gmail that you have 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 permit after including this is what your Gmail will appear like now you can see here in our easy you know folders we are getting recently viewed all tracked e-mails and upgraded reply and then we have this new choice which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this is like our new dashboard for here I’ll have the ability 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 develop a brand-new pipeline let’s in fact do that you will click brand-new pipeline here and we have different alternatives first of all 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 called pitched demonstration negotiating close phone closed uh you know then we have supporting all right then we have Fields so in fields we have a date of last email last email from lead Source concern market deal size business size close rate e-mail thread count days and state and notes so if you wish to include another phase you will click on this Plus at the top and you will offer your phase a name let’s say that you actually wanted to create another um you know phase here for instance let’s say I didn’t have no strings so I can develop right here.
and you can offer it your color so we can really select various colors for each of the stages however I believe all of these are in fact already created so this is actually quite impressive what I will do is I will in fact eliminate this one and if you seem like there is um I think pitched and demo are sort of like the same thing we just opt for the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s eliminate the demo here and then 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 totally free form a date check box drop down General e-mail email tracking task 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 go with this one here this is the field that was in fact missing out on and I’ll actually rearrange and put the notes here all right e-mail thread count close date alright company’s size deal size and Business size fine let’s get rid of the business size and I’m gon na actually find something else within the general where we have created by date created followers and more so I really want to go for the produced.
by or possibly the followers because I want to keep an eye on 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 actually one of the simplest and among the most uh you understand versatile out there it’s very easy to use with templates we have jobs too within my project once again if I didn’t wish to choose these sales if I did with tasks then I can opt for the project stages right here and again the fields the procedure is going to be comparable you will select these phases from here on this plus button here and you can likewise provide it different various colors we likewise have company Dev here you can see then we have working with so if you do working with then this is going to be your stages task search investor fundraising others property assistance and custom So within our assistance you can see we have inbound assigned dealing with fixed and sound this is in fact pretty good and we likewise have custom where I can actually start something from the scratch absolutely according to my company for me we simply have the sales so I’m gon na go with the sales here and click develop personal or.
shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click on create now it will simply take a 2nd for a street to produce a pipeline for me so you can see this actually looks pretty good now I will have the ability to add my Lead Series so you can actually click this fall and we have handle phase or relabel so as I proceed as I add various leads here what I I will do is I’ll just merely click and I’ll be able to add it click 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 just call it new and click get in so now you can see we have one lead created 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 brand-new I’m going to include another lead let’s call it new 2 we can in fact 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 2 leads then let’s say there was a contacted too there’s one working out so I’ll just merely click on new now as soon as you produce a lead we can in fact click on this link and it will now open up the various 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 created keep in mind and after that we have welcome colleagues so from here I can welcome the staff member we have add columns we have e-mails 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 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 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 2 leads one gotten in touch with and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can perform bulk actions such as erasing and sharing also uh one more thing with srix on top you will have the ability to see we have private option we have these three dots where we can find these stages Integrations and automation this is among the important ones click on this link and you’ll be able to actually integrate um other apps within yourr transfer data for alerts for automations custom builds and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they very easily and produce our CSV files similarly now I can switch to my various folders that we have here and I can create a brand-new pipeline we can change to our basic Gmail extremely easily from here and it will also show me the e-mails that I will be receiving for my pipelines that I have developed we will even have our combine emails now with our so this is the merge e-mail and with combine e-mail what occurs is I can in fact create a follow-up e-mails and various storage e-mails here and we have active instructs so using is truly easy you can begin free of charge by simply including the combination and now you understand how to utilize as a complete beginner don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me supply some context about my career and how it associates with. As a freelance reporter, I have actually worked with many clients, managed numerous jobs simultaneously, and preserved a substantial network of contacts. Juggling these responsibilities can be frustrating, and I recognized the need for a central system to simplify my operations.
In my quest for a service, I checked out different platforms but discovered them to be either too complicated or too expensive for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly incorporates with Gmail, making it ideal for independent journalists who greatly depend on email interaction. Here are some essential advantages of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Company:.
enables you to track and arrange your emails easily, giving you a clear summary of your communications with clients, leads, and partners.
You can create customizable pipelines directly within your inbox, making it easy to manage and keep an eye on the development of your tasks and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to envision and manage your sales procedure from lead generation to task conclusion.
You can classify contacts, develop custom phases, set reminders, and track interactions, making sure that no chance slips through the cracks.
Smooth Cooperation and Teamwork:.
facilitates collaboration by permitting you to share pipelines and communicate with staff member within the platform.
You can designate tasks, share crucial e-mails, and collaborate in real-time, enhancing performance and guaranteeing everybody remains on the exact same page.
‘s versatile workflow system allows you to tailor your pipelines and automate recurring jobs.
You can create design templates for typical email responses, schedule follow-ups, and set up pointers, conserving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, provides advantages in terms of coding and software application development. Here’s how:.
offers a robust API and extensive designer documentation, making it easy to incorporate with other tools and develop custom services.
This versatility allows self-employed reporters with coding abilities to extend the functionality of and customize it to their specific needs.
Job Management for Software Development:.
‘s pipeline feature can be adjusted to manage software development jobs, from ideation to deployment.
You can develop custom stages for different advancement phases, assign jobs to employee, and track progress efficiently.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and easy-to-use functions, reducing the finding out curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collaborative features that boost team effort and communication.
Developer-friendly API for combination and personalization.
Affordable solution for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation features.
Reliance on Gmail for complete performance, limiting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While deals substantial benefits for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more affordable solution, especially for freelancers and small companies.
HubSpot has a totally free version, however advanced features need a higher-tier paid subscription.
Functions and Complexity:.
offers a more extensive suite of features, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, providing a structured experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is useful for users greatly reliant on e-mail communication.
As a self-employed reporter, handling your hiring process and customer relationships is paramount to your success. offers a user-friendly and budget-friendly service that perfectly integrates with Gmail, enabling you to enhance your operations and focus on your craft. While it might not have the advanced functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a content, editor, or author creator, can empower you to take control of your freelance journalism profession by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.