As a seasoned freelance reporter, I understand the challenges of managing tasks, tracking leads, and supporting customer relationships. In this article, I will dig into the benefits of using for self-employed journalism, explore its functions 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 Streak Crm Custom Form Fields for your consumer relations collaboration communication and a lot more so let’s get into it firstly you require to go to streak.com and you will arrive on this website right here now is a kind of CRM that we can add 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 fantastic and I’ll show you how to do that as a complete novice it will help you tailor a best process for your team and you will be able to get your work done now let’s really enter into the process now is available as an extension and it’s completely totally free so as soon as you get to the website you’ll get this choice here which is add 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 add to Chrome click on ADD extension and your extension will be included all right 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 merely sign in make sure to sign.
into the very 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 just scroll down and click allow after including this is what your Gmail will appear like now you can see here in our simple you know folders we are getting just recently viewed all tracked emails and updated reply and after that we have this brand-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 dashboard for here I’ll have the ability to produce a new pipeline we have our sales orders sales 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 on new pipeline here and we have various alternatives first of all we have the stages so this is where you will select these phases for your pipeline and you can in fact we have a lead called pitched demonstration negotiating close phone closed uh you understand then we have supporting okay then we have Fields so in fields we have a date of last email last e-mail from lead Source concern industry offer size business size close rate email thread count days and state and notes so if you wish to include another stage you will click on this Plus on top and you will give your stage a name let’s state that you in fact wished to develop another um you know stage here for example 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 actually choose different colors for each of the stages however I think all of these are really already developed so this is actually quite remarkable what I will do is I will actually eliminate this one and if you feel like there is um I think pitched and demonstration are kind of like the very 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 go with 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 totally free kind a date check box fall General email email tracking job calls and meetings so I do not 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 in fact rearrange and put the notes here okay email thread count close date fine business’s size offer size and Company size fine let’s eliminate the company size and I’m gon na in fact find something else within the general where we have produced by date developed fans and more so I really want to choose the produced.
by or perhaps the fans due to the fact that I want to monitor 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 desired for my pipeline now you can see there are a lot of alternatives readily available within streak is in fact among the easiest and among the most uh you know versatile out there it’s very easy to use with design templates we have tasks too within my project again if I didn’t wish to choose these sales if I did with tasks then I can opt for the task phases right here and 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 likewise provide it various different colors we also have business Dev here you can see then we have hiring so if you do employing then this is going to be your stages task search investor fundraising others property assistance and custom So within our assistance you can see we have actually inbound appointed dealing with dealt with and sound this is actually pretty good and we also have customized where I can in fact start something from the scratch completely according to my business for me we just have the sales so I’m gon na choose the sales here and click create personal or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click develop now it will just take a 2nd for a street to produce 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 on this drop down 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 the top here add a box so click on ADD box here and I’m going to include a box in the lead section here and let’s just call it new and click go into 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 new I’m going to include another lead let’s call it new 2 we can really open this up in a brand-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 two leads then let’s state there was a contacted too there’s one negotiating so I’ll just merely click on new now when you develop a lead we can actually click on this link and it will now open the various fields that we included so this is a new Elite that I created and we have all of these various columns we have the fields that we developed remember and then we have welcome teammates so from here I can invite the employee we have add columns we have e-mails files and remarks you can switch to the emails and it will reveal you the emails that you got in files we can even publish files and after that we have the remarks at the top here 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 made 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 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 various leads from here the stages and we can perform bulk actions such as erasing and sharing also 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 Combinations 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 customized develops and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely quickly and produce our CSV files similarly now I can switch to my various folders that we have here and I can produce a new pipeline we can switch to our easy Gmail extremely easily from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have developed we will even have our combine emails now with our so this is the merge e-mail and with merge e-mail what takes place is I can really create a follow-up e-mails and different storage e-mails here and we have active advises so utilizing is actually easy you can get started totally free by simply including the combination and now you understand how to utilize as a complete newbie do not.
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 connects to. As a self-employed journalist, I’ve dealt with many customers, handled numerous tasks simultaneously, and maintained a substantial network of contacts. Balancing these duties can be frustrating, and I acknowledged the requirement for a central system to simplify my operations.
In my mission for an option, I checked out various platforms but discovered them to be either too expensive 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 consumer relationship management tool that seamlessly incorporates with Gmail, making it perfect for freelance reporters who greatly count on email communication. Here are some essential benefits of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Organization:.
enables you to track and organize your emails easily, giving you a clear overview of your interactions with clients, leads, and partners.
You can create personalized pipelines straight within your inbox, making it easy to keep track of the progress and manage of your assignments and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to imagine and handle your sales process from lead generation to project completion.
You can categorize contacts, create custom-made stages, set suggestions, and track interactions, ensuring that no chance slips through the fractures.
Seamless Collaboration and Teamwork:.
helps with partnership by enabling you to share pipelines and communicate with employee within the platform.
You can designate tasks, share crucial emails, and collaborate in real-time, boosting productivity and guaranteeing everyone remains on the very same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repetitive tasks.
You can produce design templates for common email responses, schedule follow-ups, and established tips, conserving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, offers advantages in regards to coding and software application development. Here’s how:.
offers a robust API and extensive designer documentation, making it simple to integrate with other tools and construct custom-made solutions.
This versatility allows independent journalists with coding abilities to extend the performance of and tailor it to their particular needs.
Job Management for Software Advancement:.
‘s pipeline feature can be adjusted to manage software advancement jobs, from ideation to release.
You can develop custom stages for different development phases, assign tasks to team members, and track progress effectively.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and easy-to-use functions, minimizing the discovering curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collective features that improve teamwork and communication.
Developer-friendly API for combination and modification.
Affordable service for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation features.
Reliance on Gmail for complete performance, restricting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While deals considerable benefits for freelance reporters, it’s important to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more budget-friendly solution, especially for freelancers and small businesses.
HubSpot has a totally free variation, however advanced features need a higher-tier paid membership.
Functions and Intricacy:.
offers a more comprehensive suite of features, including sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, offering a streamlined experience.
Both and incorporate with different third-party tools.
‘s smooth combination with Gmail is advantageous for users heavily reliant on email interaction.
As a self-employed reporter, handling your hiring procedure and customer relationships is critical to your success. offers a instinctive and economical service that effortlessly incorporates with Gmail, enabling you to streamline your operations and focus on your craft. While it might not have the advanced features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a content, editor, or author developer, can empower you to take control of your freelance journalism career by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.