As a seasoned freelance journalist, I understand the challenges of handling jobs. Streak Crm Agency Partner Program …tracking leads, and supporting client relationships. Over the years, I’ve experimented with different tools to simplify my workflow and enhance performance. One tool that has really transformed my hiring process. In this short article, I will look into the benefits 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 newbies hey guys welcome back in this video I will be revealing you how to utilize Streak Crm Agency Partner Program for your consumer relations cooperation communication and far more so let’s enter it first off 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 contribute to our easy Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is actually amazing and I’ll reveal you how to do that as a complete beginner it will help you customize a best process for your team and you will be able to get your work done now let’s really get into the procedure now is readily available as an extension and it’s entirely totally free so as soon as 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 on contribute to Chrome click ADD extension and your extension will be added 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 check in ensure to sign.
into the same Gmail that you have included the uh you know streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click enable after adding 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 emails and updated 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 combines 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 working with so this is where we’ll go create a brand-new pipeline let’s actually do that you will click brand-new pipeline here and we have different options first of all we have the stages so this is where you will select these phases for your pipeline and you can really we have actually a lead contacted pitched demonstration negotiating close phone closed uh you understand then we have nurturing fine then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern market offer 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 on this Plus on top and you will give your stage a name let’s say that you really wanted 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 really choose various colors for each of the stages but I think all of these are really currently created so this is really pretty impressive what I will do is I will really eliminate this one and if you feel like there is um I think pitched and demo are type of like the same thing we simply go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s get rid of the demonstration here and after that we have negotiating 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 this plus here and we have totally free type a date check box fall General email email tracking job 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 actually missing out on and I’ll really rearrange and put the notes here okay email thread count close date okay business’s size deal size and Company size alright let’s get rid of the business size and I’m gon na in fact discover something else within the general where we have created by date developed followers and more so I really want to choose the developed.
by or maybe the followers since I want to keep track of my staff member that are in fact 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 in fact among the most convenient and among the most uh you understand flexible out there it’s really easy to use with design templates we have projects too within my job again if I didn’t wish to go for these sales if I did with jobs then I can choose the task stages right here and again the fields the procedure is going to be comparable you will pick these phases from here on this plus button here and you can also offer it various different colors we also have company Dev here you can see then we have hiring so if you do hiring then this is going to be your stages task search investor fundraising others property assistance and custom So within our support you can see we have actually incoming appointed working on dealt with and noise this is actually respectable and we also have custom-made 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 go with 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 opt for the shared one here and click develop now it will simply take a 2nd for a street to produce a pipeline for me so you can see this really looks respectable now I will have the ability to add my Lead Series so you can actually click on this drop down and we have handle stage or relabel so as I continue as I include different leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click on the top here include a box so click ADD box here and I’m going to add a box in the lead section here and let’s simply call it new and click go into so now you can see we have actually one lead developed let’s say that there is actually closed one so I’m going to include one here let’s just for now let’s call it new I’m going to include another lead let’s call it brand-new 2 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 by doing this now you can see we have two leads then let’s say there was a gotten in touch with too there’s one working out so I’ll just merely click on new now as soon as you create a lead we can in fact click on this link 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 different columns we have the fields that we developed remember and after that we have welcome teammates so from here I can invite the employee we have include columns we have e-mails files and remarks you can change to the e-mails 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 meeting notes and we even have our.
attachments so this is how you develop a lead within your when you’re made with this you can really click go into and it will be closed now it will reveal you something like this we have all of our data gathered here and at the top we’re getting our account such as two leads one contacted and something like this and this is where you will be getting your list we can pick various leads from here the stages and we can perform bulk actions such as deleting and sharing as well uh another thing with srix at the top you will have the ability to see we have personal option we have these three dots where we can find these phases 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 data for notifications for automations custom-made develops and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and create our CSV files likewise now I can switch to my various folders that we have here and I can develop a new pipeline we can switch to our simple Gmail extremely quickly from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have actually created we will even have our combine e-mails now with our so this is the merge email and with combine e-mail what happens is I can actually produce a follow-up emails and different storage emails here and we have active instructs so using is truly simple you can start free of charge by just including the integration and now you understand how to use as a complete beginner do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me offer some context about my career and how it associates with. As a self-employed journalist, I have actually dealt with various clients, handled several projects simultaneously, and preserved a comprehensive network of contacts. Juggling these duties can be overwhelming, and I recognized the requirement for a centralized system to improve my operations.
In my quest for a service, I explored various platforms but found them to be either too complex or too costly for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly incorporates with Gmail, making it perfect for freelance journalists who greatly rely on email communication. Here are some essential advantages of using for your freelance journalism working with procedure:.
User-friendly Email Tracking and Organization:.
allows you to track and organize your e-mails effortlessly, providing you a clear summary of your communications with customers, leads, and partners.
You can create adjustable pipelines straight within your inbox, making it easy to handle and keep an eye on the development of your projects and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to imagine and manage your sales procedure from list building to task completion.
You can categorize contacts, create customized stages, set pointers, and track interactions, ensuring that no opportunity slips through the fractures.
Smooth Cooperation and Team Effort:.
assists in partnership by permitting you to share pipelines and communicate with team members within the platform.
You can designate jobs, share crucial emails, and team up in real-time, boosting efficiency and ensuring everybody remains on the very same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repetitive jobs.
You can produce design templates for typical e-mail actions, schedule follow-ups, and set up tips, saving you important time and effort.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, offers advantages in regards to coding and software application advancement. Here’s how:.
provides a robust API and comprehensive designer paperwork, making it easy to integrate with other tools and build custom-made solutions.
This flexibility permits freelance reporters with coding abilities to extend the performance of and customize it to their particular requirements.
Project Management for Software Advancement:.
‘s pipeline feature can be adapted to handle software advancement tasks, from ideation to release.
You can develop custom-made stages for various advancement phases, designate tasks to staff member, and track progress effectively.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and user friendly functions, reducing the learning curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collaborative functions that boost team effort and communication.
Developer-friendly API for integration and personalization.
Affordable solution for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for complete functionality, restricting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more cost effective option, especially for freelancers and small businesses.
HubSpot has a complimentary version, however advanced functions need a higher-tier paid subscription.
Functions and Complexity:.
supplies a more extensive suite of features, including innovative marketing automation and analytics.
concentrates on simpleness and ease of use, providing a streamlined experience.
Both and integrate with numerous third-party tools.
‘s smooth combination with Gmail is advantageous for users heavily reliant on e-mail interaction.
As an independent journalist, managing your hiring procedure and client relationships is critical to your success. offers a inexpensive and intuitive option that perfectly integrates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it may not have the advanced features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a material, writer, or editor developer, can empower you to take control of your freelance journalism career by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.