As a seasoned freelance journalist, I understand the difficulties of managing tasks, tracking leads, and nurturing customer relationships. In this post, I will dive into the benefits of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for beginners hey men welcome back in this video I will be revealing you how to utilize Streak Crm Company Domain Name for your client relations partnership communication and far 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 sort of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Center and we can in fact 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 assist you customize a best procedure for your group and you will be able to get your work done now let’s actually enter into the process now is available as an extension and it’s totally totally free so once you get to the website you’ll get this option here which is contribute 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 on contribute to Chrome click ADD extension and your extension will be added okay 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 simply sign in ensure to sign.
into the very same Gmail that you have actually included the uh you understand streak to now it will ask you for your gain access to and we’re gon na just scroll down and click enable after adding this is what your Gmail will look like now you can see here in our easy you know folders we are getting just recently viewed all tracked e-mails and updated reply and after that we have this new option 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 brand-new control panel for here I’ll be able to create a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go create a new pipeline let’s actually do that you will click on brand-new pipeline here and we have different options firstly we have the stages so this is where you will choose these stages for your pipeline and you can really we have a lead contacted pitched demonstration working out close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last email last e-mail from lead Source priority market offer 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 this Plus at the top and you will give your stage a name let’s say that you really wanted to create another um you understand phase here for instance let’s say I didn’t have no strings so I can develop right here.
and you can give it your color so we can actually select different colors for each of the stages but I believe all of these are really already developed so this is really pretty excellent what I will do is I will in fact eliminate this one and if you feel like there is um I believe pitched and demo are type of like the very same thing we just go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s eliminate the demonstration here and then we have negotiating with negotiating I can choose 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 this plus here and we have complimentary form a date check box fall 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 opt for this one here this is the field that was actually missing out on and I’ll actually rearrange and put the notes here alright email thread count close date fine company’s size offer size and Company size all right let’s eliminate the business size and I’m gon na in fact find something else within the basic where we have produced by date produced fans and more so I in fact wish to choose the created.
by or possibly the followers because I want to track my employee that are in fact following this so I will you understand 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 great deal of choices offered within streak is actually one of the most convenient and one of the most uh you know versatile out there it’s extremely easy to use with design templates we have tasks too within my task once again if I didn’t wish to opt for these sales if I made with tasks then I can go with the project phases right here and again the fields the procedure is going to be comparable you will pick these stages from here on this plus button here and you can also offer it different various colors we also have organization Dev here you can see then we have employing so if you do hiring then this is going to be your phases task search investor fundraising others realty support and custom So within our assistance you can see we have inbound designated working on dealt with and sound this is actually pretty good and we likewise have custom where I can really 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 on produce personal or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click create now it will simply take a 2nd for a street to produce a pipeline for me so you can see this really looks pretty good now I will have the ability to add my Lead Series so you can in fact click on this drop down and we have handle stage or relabel so as I continue as I add various leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click on the top here include a box so click on ADD box here and I’m going to include a box in the lead area here and let’s just call it brand-new and click go into so now you can see we have actually one lead developed 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 add another lead let’s call it brand-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 by doing this now you can see we have 2 leads then let’s say there was a contacted as well there’s one working out so I’ll just simply click on brand-new now once you develop a lead we can actually click here and it will now open the various fields that we added so this is a brand-new Elite that I produced and we have all of these different columns we have the fields that we produced keep in mind and then we have welcome colleagues so from here I can welcome the employee we have add columns we have e-mails files and comments you can change to the emails and it will show you the e-mails that you got in files we can even publish files and after that we have the remarks at the top here once again we have the call log we have our conference notes and we even have our.
attachments so this is how you develop a lead within your as soon as you’re done with this you can actually click enter 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 contacted 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 perform 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 personal option we have these 3 dots where we can discover these phases Integrations and automation this is one of the essential ones click here and you’ll have the ability to actually integrate um other apps within yourr transfer information for alerts for automations customized builds and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they really quickly and produce our CSV files similarly now I can switch to my different folders that we have here and I can create a brand-new pipeline we can change to our basic Gmail really quickly from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have produced we will even have our combine e-mails now with our so this is the merge e-mail and with combine e-mail what happens is I can in fact produce a follow-up emails and various storage emails here and we have active instructs so using is really simple you can get going totally free by just including the combination and now you understand how to use as a total beginner don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me provide some context about my profession and how it associates with. As an independent journalist, I’ve worked with numerous customers, managed several jobs concurrently, and preserved a substantial network of contacts. Juggling these responsibilities can be frustrating, and I acknowledged the need for a centralized system to enhance my operations.
In my quest for a solution, I checked out numerous platforms however discovered them to be either too complex or too pricey 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 client relationship management tool that perfectly integrates with Gmail, making it perfect for independent reporters who greatly depend on email interaction. Here are some key advantages of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Organization:.
enables you to track and organize your emails effortlessly, giving you a clear summary of your interactions with clients, leads, and collaborators.
You can create adjustable pipelines straight within your inbox, making it easy to keep an eye on the development and handle of your tasks and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to visualize and handle your sales procedure from lead generation to job completion.
You can classify contacts, create custom-made stages, set tips, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Collaboration and Teamwork:.
assists in collaboration by enabling you to share pipelines and interact with team members within the platform.
You can appoint tasks, share essential e-mails, and work together in real-time, improving efficiency and making sure everybody remains on the same page.
‘s flexible workflow system enables you to personalize your pipelines and automate recurring tasks.
You can develop design templates for typical email reactions, schedule follow-ups, and established reminders, conserving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in independent journalism, offers advantages in terms of coding and software advancement. Here’s how:.
offers a robust API and comprehensive developer documents, making it simple to incorporate with other tools and build custom-made options.
This flexibility permits self-employed reporters with coding skills to extend the functionality of and tailor it to their specific needs.
Task Management for Software Advancement:.
‘s pipeline function can be adapted to manage software application development tasks, from ideation to release.
You can create customized phases for different advancement phases, assign tasks to staff member, and track progress efficiently.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and user friendly features, decreasing the discovering curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collective features that boost teamwork and interaction.
Developer-friendly API for integration and modification.
Cost-efficient option for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for complete performance, restricting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more economical option, specifically for freelancers and small companies.
HubSpot has a free variation, however advanced features need a higher-tier paid membership.
Functions and Intricacy:.
supplies a more comprehensive suite of features, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, providing a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s seamless integration with Gmail is helpful for users heavily reliant on e-mail communication.
As a freelance reporter, managing your hiring procedure and client relationships is paramount to your success. offers a inexpensive and instinctive solution that perfectly integrates with Gmail, allowing you to simplify your operations and focus on your craft. While it might not have the sophisticated features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a content, editor, or author creator, can empower you to take control of your freelance journalism profession by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.