As a skilled freelance journalist, I understand the obstacles of handling tasks, tracking leads, and nurturing customer relationships. In this article, I will dive into the benefits 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 newbies hey people invite back in this video I will be showing you how to utilize How To Create Wireframe Of Website In Streak Crm for your consumer relations collaboration communication and far more so let’s enter into it firstly you need to go to streak.com and you will land on this website right here now is a type of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is really amazing and I’ll show you how to do that as a complete beginner it will help you tailor a perfect procedure for your group 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 complimentary so once you get to the website you’ll get this alternative 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 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 certain to sign.
into the exact same Gmail that you have added 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 on permit after adding this is what your Gmail will look like now you can see here in our easy you understand folders we are getting recently seen all tracked e-mails and upgraded reply and after that we have this 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 combines so you can see this resembles our new dashboard 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 hiring so this is where we’ll go produce a new pipeline let’s really do that you will click new pipeline here and we have various options first off we have the stages so this is where you will select these stages for your pipeline and you can really we have actually a lead called pitched demo working out close phone closed uh you know then we have supporting okay then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority market deal size company size close rate email thread count days and state and keeps in mind so if you want to add another stage you will click this Plus at the top and you will provide your phase a name let’s say that you really wished to create 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 in fact pick various colors for each of the stages but I think all of these are really currently produced so this is really quite impressive 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 kind of like the same thing we just opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s eliminate the demo here and after that we have working out 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 different fields that you desire so you will click this plus here and we have free kind a date check box fall General email email tracking task calls and conferences so I don’t 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 really missing out on and I’ll actually rearrange and put the notes here fine e-mail thread count close date okay business’s size offer size and Business size fine let’s eliminate the company size and I’m gon na actually find something else within the basic where we have developed by date produced fans and more so I in fact wish to opt for the created.
by or possibly the followers due to the fact that I want to track my team members 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 lot of options available within streak is really one of the most convenient and one of the most uh you understand flexible out there it’s very easy to use with templates we have tasks too within my task once again if I didn’t wish to go for these sales if I finished with tasks then I can choose the task phases right here and once again the fields the process is going to be similar you will pick these stages from here on this plus button here and you can also offer it different different colors we also have organization Dev here you can see then we have employing so if you do working with then this is going to be your stages task search investor fundraising others real estate support and customized So within our assistance you can see we have actually inbound assigned working on solved and sound this is in fact respectable and we likewise have customized where I can actually start something from the scratch totally according to my company for me we just have the sales so I’m gon na choose the sales here and click on create 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 simply take a second for a street to produce 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 actually click this drop down and we have manage stage or relabel so as I continue as I add different 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 include a box in the lead section here and let’s simply call it new and click get in so now you can see we have one lead produced let’s state 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 brand-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 this way now you can see we have 2 leads then let’s state there was a gotten in touch with as well there’s one negotiating so I’ll just merely click on new now once you produce a lead we can actually click here and it will now open up the various fields that we included so this is a new Elite that I created 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 invite the staff member we have add columns we have emails files and comments you can change to the e-mails and it will reveal you the e-mails that you got in files we can even publish files and then 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.
accessories so this is how you develop a lead within your as soon as you’re done with this you can really click on go into and it will be closed now it will show you something like this we have all of our data gathered here and at the top we’re getting our account such as 2 leads one contacted and something like this and this is where you will be getting your list we can choose various leads from here the stages and we can perform bulk actions such as erasing and sharing too uh another thing with srix at the top you will be able to see we have personal choice we have these three dots where we can discover these stages Integrations and automation this is one of the crucial ones click on this link and you’ll have the ability to in fact incorporate um other apps within yourr transfer information for notices for automations custom constructs and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they very quickly and produce our CSV files likewise now I can change to my different folders that we have here and I can develop a brand-new pipeline we can switch to our basic Gmail really quickly from here and it will also show me the e-mails that I will be getting for my pipelines that I have created we will even have our merge e-mails now with our so this is the merge e-mail and with combine email what occurs is I can in fact produce a follow-up emails and various storage emails here and we have active advises so utilizing is really easy you can get started totally free by just adding the integration 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 provide some context about my profession and how it connects to. As a freelance reporter, I’ve dealt with many clients, handled several projects simultaneously, and preserved an extensive network of contacts. Juggling these responsibilities can be frustrating, and I recognized 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 pricey for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly integrates with Gmail, making it ideal for self-employed reporters who greatly rely on e-mail communication. Here are some essential benefits of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Organization:.
permits you to track and organize your emails easily, giving you a clear introduction of your interactions with clients, leads, and partners.
You can develop personalized pipelines directly within your inbox, making it easy to handle and keep an eye on the development of your jobs and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to picture and handle your sales process from list building to task completion.
You can categorize contacts, produce custom stages, set suggestions, and track interactions, making sure that no opportunity slips through the fractures.
Smooth Partnership and Teamwork:.
facilitates collaboration by enabling you to share pipelines and communicate with team members within the platform.
You can appoint jobs, share essential e-mails, and collaborate in real-time, improving performance and guaranteeing everyone stays on the same page.
‘s flexible workflow system enables you to tailor your pipelines and automate repetitive tasks.
You can produce templates for common email responses, schedule follow-ups, and set up reminders, saving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, provides benefits in terms of coding and software application development. Here’s how:.
provides a robust API and comprehensive designer documents, making it simple to integrate with other tools and build customized solutions.
This flexibility allows freelance reporters with coding skills to extend the functionality of and tailor it to their specific needs.
Task Management for Software Application Advancement:.
‘s pipeline function can be adjusted to manage software application development jobs, from ideation to deployment.
You can create customized stages for various development stages, assign tasks to staff member, and track development effectively.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and easy-to-use functions, reducing the discovering curve.
Customizable pipelines and workflows to adapt to private requirements.
Collective functions that boost teamwork and interaction.
Developer-friendly API for integration and customization.
Affordable service for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for complete performance, limiting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While offers substantial advantages for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more budget friendly option, particularly for freelancers and small businesses.
HubSpot has a totally free variation, however advanced features need a higher-tier paid subscription.
Functions and Complexity:.
provides a more thorough suite of functions, consisting of sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, providing a streamlined experience.
Both and integrate with various third-party tools.
‘s smooth integration 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 critical to your success. offers a intuitive and cost effective solution that effortlessly incorporates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it might not have the innovative features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a writer, content, or editor developer, can empower you to take control of your freelance journalism career by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.