As a skilled freelance reporter, I comprehend the challenges of managing projects. Streak As Personal Crm …tracking leads, and supporting customer relationships. Over the years, I’ve explore different tools to enhance my workflow and improve efficiency. One tool that has actually truly reinvented my hiring process. In this post, I will look into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey guys welcome back in this video I will be revealing you how to utilize Streak As Personal Crm for your consumer relations collaboration interaction and far more so let’s enter into it first off you require to go to streak.com and you will arrive at this website right here now is a sort of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is truly incredible and I’ll show you how to do that as a total newbie it will help you customize a perfect procedure for your group and you will be able to get your work done now let’s really enter the process now is available as an extension and it’s completely free so as soon as you get to the site you’ll get this option here which is add to Chrome and you’re.
going to select this one now it will take you to Chrome dot google.com extensions and this is our extension here click add 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 merely sign in make certain to sign.
into the exact 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 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 viewed all tracked e-mails and updated reply and then we have this brand-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 merges so you can see this resembles our new control panel for here I’ll be able to create a brand-new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go develop a new pipeline let’s actually do that you will click brand-new pipeline here and we have various alternatives first of all we have the stages so this is where you will select these stages for your pipeline and you can actually we have actually a lead called pitched demo working out close phone closed uh you know then we have supporting alright then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority market deal size business size close rate email thread count days and state and keeps in mind so if you wish to include another phase you will click this Plus on top and you will offer your stage a name let’s say that you actually wanted to produce another um you understand phase here for instance let’s state I didn’t have no strings so I can produce right here.
and you can offer it your color so we can in fact choose different colors for each of the stages however I believe all of these are actually already developed so this is really pretty 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 demonstration are sort of like the exact same thing we simply choose the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s eliminate the demonstration here and then we have negotiating with negotiating I can go with 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 form a date check box drop down 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 choose this one here this is the field that was really missing and I’ll actually rearrange and put the notes here okay email thread count close date all right business’s size offer size and Company size alright let’s get rid of the company size and I’m gon na really find something else within the general where we have actually developed by date produced fans and more so I really want to go for the created.
by or possibly the followers because I want to keep track of my staff member that are actually 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 great deal of options readily available within streak is really one of the easiest and one of the most uh you know versatile out there it’s really easy to use with templates we have jobs too within my project once again if I didn’t wish to opt for these sales if I did with projects then I can choose the project stages right here and once again the fields the procedure is going to be similar you will pick these phases from here on this plus button here and you can also give it various various colors we also have organization Dev here you can see then we have working with so if you do employing then this is going to be your phases job search investor fundraising others real estate support and customized So within our support you can see we have incoming designated working on fixed and noise this is actually respectable and we likewise have custom where I can in fact start something from the scratch completely according to my company for me we merely have the sales so I’m gon na opt for the sales here and click create private or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click create now it will just take a 2nd for a street to develop a pipeline for me so you can see this in fact looks respectable now I will be able to add my Lead Series so you can actually click this drop down and we have manage phase or rename so as I continue as I include different leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click the top here add 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 brand-new and click get in so now you can see we have actually one lead created let’s state that there is actually 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 brand-new two we can really 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 2 leads then let’s state there was a called also there’s one working out so I’ll just simply click new now as soon as you produce a lead we can really click here and it will now open the various fields that we included so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we developed keep in mind and then we have invite colleagues so from here I can invite the employee we have add columns we have emails files and remarks you can switch to the emails and it will reveal you the emails 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 really click get in and it will be closed now it will reveal 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 different leads from here the stages and we can carry out bulk actions such as erasing and sharing also uh another thing with srix at the top you will be able to see we have private choice we have these three dots where we can find these phases Integrations and automation this is among the essential ones click here and you’ll be able to actually integrate um other apps within yourr transfer data for alerts for automations customized constructs and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they very easily and create 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 change to our easy Gmail extremely quickly from here and it will also show me the emails that I will be getting for my pipelines that I have created we will even have our combine emails now with our so this is the combine email and with combine email what happens is I can really develop a follow-up emails and different storage e-mails here and we have active advises so utilizing is actually easy you can get going totally free by simply adding the integration and now you know how to utilize as a complete novice don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me offer some context about my career and how it associates with. As a self-employed reporter, I have actually dealt with numerous clients, managed numerous tasks all at once, and kept a comprehensive network of contacts. Balancing these duties can be overwhelming, and I acknowledged the requirement for a centralized system to improve my operations.
In my quest for an option, I explored numerous platforms but found them to be either too pricey or too complicated 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 perfectly integrates with Gmail, making it ideal for independent reporters who greatly count on email communication. Here are some key advantages of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Company:.
allows you to track and organize your e-mails effortlessly, giving you a clear summary of your interactions with clients, leads, and partners.
You can create adjustable pipelines straight within your inbox, making it simple to manage and keep track of the development of your jobs and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to visualize and handle your sales procedure from lead generation to project conclusion.
You can categorize contacts, create customized stages, set tips, and track interactions, making sure that no chance slips through the fractures.
Seamless Collaboration and Teamwork:.
helps with cooperation by allowing you to share pipelines and interact with staff member within the platform.
You can assign jobs, share essential emails, and work together in real-time, enhancing efficiency and guaranteeing everybody remains on the very same page.
‘s versatile workflow system allows you to personalize your pipelines and automate recurring tasks.
You can create templates for typical e-mail actions, schedule follow-ups, and established pointers, conserving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, provides advantages in terms of coding and software advancement. Here’s how:.
provides a robust API and substantial developer documentation, making it simple to integrate with other tools and develop customized options.
This versatility permits independent journalists with coding abilities to extend the functionality of and customize it to their specific requirements.
Task Management for Software Advancement:.
‘s pipeline function can be adapted to handle software development tasks, from ideation to implementation.
You can develop customized phases for different development phases, appoint jobs to team members, and track development efficiently.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive user interface and easy-to-use features, minimizing the finding out curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collective functions that enhance teamwork and communication.
Developer-friendly API for combination and personalization.
Economical solution for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation functions.
Dependence on Gmail for full performance, limiting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While deals considerable advantages for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
offers a more inexpensive option, specifically for freelancers and small businesses.
HubSpot has a complimentary version, but advanced functions need a higher-tier paid subscription.
Features and Complexity:.
supplies a more comprehensive suite of features, consisting of sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is advantageous for users heavily reliant on e-mail communication.
As a freelance reporter, managing your hiring procedure and customer relationships is paramount to your success. offers a affordable and intuitive option that flawlessly incorporates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it may not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a writer, content, or editor developer, can empower you to take control of your freelance journalism profession by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.