As a seasoned freelance reporter, I understand the challenges of managing jobs, tracking leads, and nurturing customer relationships. In this article, I will dig into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for beginners hey guys welcome back in this video I will be revealing you how to use Streak Crm Act-on Integration for your consumer relations collaboration interaction and far more so let’s enter into it firstly you require to go to streak.com and you will arrive at this site right here now is a kind of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is truly fantastic and I’ll show you how to do that as a total beginner it will help you personalize an ideal procedure for your team and you will be able to get your work done now let’s actually get into the process now is readily available as an extension and it’s completely complimentary so when you get to the site you’ll get this option here which is add 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 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 just sign in ensure to sign.
into the very same Gmail that you have actually added the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click on 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 just recently viewed all tracked e-mails and upgraded reply and then we have this new option 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 is like our brand-new control panel for here I’ll have the ability to create 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 brand-new pipeline let’s really do that you will click on brand-new pipeline here and we have different options to start with we have the stages so this is where you will select these phases for your pipeline and you can in fact we have actually a lead contacted pitched demonstration negotiating close phone closed uh you understand 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 concern market offer size company size close rate email thread count days and state and notes so if you want to include another stage you will click this Plus on top and you will offer your stage a name let’s state that you actually wished to develop another um you know phase here for example let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can really choose different colors for each of the stages however I think all of these are really already produced so this is really quite outstanding 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 exact 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 get rid of the demonstration here and after that 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 different fields that you desire so you will click on this plus here and we have complimentary type a date check box drop down General e-mail e-mail tracking task calls and conferences 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 actually missing and I’ll really rearrange and put the notes here okay email thread count close date fine company’s size offer size and Company size okay let’s eliminate the business size and I’m gon na actually discover something else within the general where we have actually created by date produced fans and more so I in fact want to choose the produced.
by or maybe the fans due to the fact that I wish to keep an eye on my team members that are actually following this so I will you know put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a lot of choices offered within streak is in fact one of the simplest and one of the most uh you know versatile out there it’s very easy to use with templates we have projects too within my project once again if I didn’t want to opt for these sales if I finished with tasks then I can opt for the project phases right here and once again the fields the process is going to be similar you will choose these phases from here on this plus button here and you can likewise provide it various different colors we also have business Dev here you can see then we have employing so if you do hiring then this is going to be your stages task search investor fundraising others realty support and custom So within our support you can see we have incoming assigned working on solved and noise this is in fact pretty good and we likewise have custom where I can actually start something from the scratch totally according to my service for me we merely have the sales so I’m gon na opt for the sales here and click on develop private or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click on develop now it will just take a 2nd for a street to produce a pipeline for me so you can see this actually looks respectable now I will have the ability to include my Lead Series so you can in fact click on this fall and we have manage stage 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 have the ability to include it click on 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 new and click get in so now you can see we have one lead created let’s state that there is really 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 new 2 we can in fact open this up in a new tab from here too but I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s state there was a contacted also there’s one working out so I’ll just simply click brand-new now once you produce a lead we can actually click here and it will now open up the various fields that we added so this is a new Elite that I developed and we have all of these various columns we have the fields that we created remember and after that we have welcome colleagues so from here I can welcome the team members we have include columns we have e-mails files and remarks you can switch to the e-mails and it will show you the emails that you got in files we can even submit files and after that 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.
attachments so this is how you produce a lead within your once you’re made with this you can actually click 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 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 erasing and sharing as well uh one more thing with srix on top you will have the ability to see we have private choice we have these 3 dots where we can find these stages Integrations and automation this is one of the essential ones click here and you’ll be able to in fact integrate um other apps within yourr transfer information for notifications for automations custom-made develops and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they very quickly and develop our CSV files similarly now I can change to my different folders that we have here and I can create a brand-new pipeline we can switch to our easy Gmail very quickly from here and it will likewise show me the emails that I will be getting for my pipelines that I have developed we will even have our merge e-mails now with our so this is the combine e-mail and with combine e-mail what occurs is I can really create a follow-up e-mails and different storage e-mails here and we have active instructs so utilizing is actually simple you can get started free of charge by simply including the integration and now you understand how to use as a total novice 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 relates to. As a freelance journalist, I have actually dealt with many customers, managed multiple tasks simultaneously, and preserved a substantial network of contacts. Juggling these obligations can be frustrating, and I acknowledged the need for a centralized system to streamline my operations.
In my quest for a service, I checked out numerous platforms but discovered them to be either too costly or too complicated for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly integrates with Gmail, making it ideal for self-employed journalists who heavily count on email interaction. Here are some crucial advantages of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Organization:.
allows you to track and organize your e-mails easily, giving you a clear overview of your communications with clients, leads, and collaborators.
You can create adjustable pipelines directly within your inbox, making it simple to monitor the progress and manage of your assignments and projects.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to envision and manage your sales process from list building to project conclusion.
You can categorize contacts, develop customized phases, set suggestions, and track interactions, ensuring that no chance slips through the cracks.
Seamless Cooperation and Team Effort:.
facilitates partnership by allowing you to share pipelines and interact with employee within the platform.
You can assign jobs, share crucial e-mails, and collaborate in real-time, improving efficiency and guaranteeing everybody stays on the same page.
‘s versatile workflow system allows you to customize your pipelines and automate repeated jobs.
You can create templates for typical email reactions, schedule follow-ups, and established reminders, conserving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in independent journalism, uses benefits in regards to coding and software development. Here’s how:.
offers a robust API and comprehensive developer documentation, making it easy to integrate with other tools and build custom-made solutions.
This flexibility enables freelance reporters with coding abilities to extend the functionality of and tailor it to their specific requirements.
Task Management for Software Advancement:.
‘s pipeline feature can be adjusted to handle software application advancement projects, from ideation to release.
You can create custom-made phases for various development stages, appoint jobs to staff member, and track progress effectively.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and user friendly features, reducing the discovering curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collective features that enhance teamwork and interaction.
Developer-friendly API for combination and personalization.
Cost-efficient service for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation features.
Reliance on Gmail for full functionality, limiting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While deals considerable benefits for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more cost effective solution, especially for freelancers and small companies.
HubSpot has a complimentary variation, however advanced functions need a higher-tier paid membership.
Features and Complexity:.
supplies a more comprehensive suite of functions, including sophisticated 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 integration with Gmail is useful for users heavily reliant on email interaction.
As an independent journalist, handling your hiring procedure and customer relationships is paramount to your success. offers a inexpensive and user-friendly solution that perfectly integrates with Gmail, allowing you to streamline your operations and focus on your craft. While it might not have the innovative features of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a content, author, or editor creator, 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 ventures.