As an experienced freelance journalist, I comprehend the difficulties of managing jobs, tracking leads, and supporting customer relationships. In this article, I will dive into the advantages of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for newbies hey men welcome back in this video I will be showing you how to utilize Streak Crm Edit Task Properties for your consumer relations partnership interaction and much more so let’s get into it firstly you need to go to streak.com and you will arrive at this website right here now is a type of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is actually amazing and I’ll reveal you how to do that as a total novice it will assist you tailor an ideal process for your team and you will have the ability to get your work done now let’s really enter the procedure now is offered as an extension and it’s totally complimentary so as soon as you get to the website you’ll get this choice here which is contribute 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 contribute 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 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 check in make sure to sign.
into the same Gmail that you have actually added 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 including this is what your Gmail will look like now you can see here in our basic you know folders we are getting recently seen all tracked emails and updated reply and after that we have this brand-new alternative 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 be able to produce a brand-new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go create a brand-new pipeline let’s actually do that you will click on new pipeline here and we have different options first of all we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have a lead contacted pitched demonstration working out close phone closed uh you know then we have nurturing all right then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority market deal size company size close rate email thread count days and state and keeps in mind so if you want to include another stage you will click this Plus at the top and you will give your phase a name let’s say that you really wished to create another um you understand phase here for example let’s state I didn’t have no strings so I can create right here.
and you can give it your color so we can in fact select various colors for each of the stages however I think all of these are in fact already created so this is really pretty outstanding what I will do is I will in fact eliminate this one and if you feel like there is um I think pitched and demonstration are sort of like the same thing we simply opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s eliminate the demonstration here and then we have working out 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 want so you will click on this plus here and we have free kind a date check box fall General email 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 go with this one here this is the field that was actually missing out on and I’ll actually reorganize and put the notes here alright e-mail thread count close date alright business’s size deal size and Business size fine let’s eliminate the business size and I’m gon na in fact discover something else within the general where we have actually developed by date developed fans and more so I in fact want to choose the created.
by or maybe the fans due to the fact that I wish to monitor my team members that are in fact following this so I will you know put it right here now these are the a few of the fields that I desired for my pipeline now you can see there are a great deal of choices available within streak is really among the easiest and among the most uh you know versatile out there it’s very easy to use with templates we have jobs too within my job again if I didn’t want to go for these sales if I made with jobs then I can opt for the task stages right here and once again the fields the process is going to be comparable you will choose these stages from here on this plus button here and you can also offer it different various colors we likewise have organization Dev here you can see then we have working with 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 actually inbound designated dealing with fixed and noise this is actually respectable and we likewise have custom-made where I can really start something from the scratch absolutely according to my organization for me we merely have the sales so I’m gon na opt for the sales here and click develop personal 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 second 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 handle phase or rename so as I proceed as I add various 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 add a box so click on ADD box here and I’m going to add a box in the lead section here and let’s just call it brand-new and click go into so now you can see we have actually one lead produced let’s state that there is in fact 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 include another lead let’s call it new 2 we can actually open this up in a brand-new tab from here too but I’m just for now I’m just gon na work in this manner now you can see we have two leads then let’s say there was a contacted also there’s one negotiating so I’ll just simply click new now when you create a lead we can actually click here and it will now open up 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 developed remember and then we have welcome colleagues so from here I can welcome the employee we have include columns we have e-mails files and remarks you can change to the e-mails and it will show you the e-mails that you got in files we can even submit files and then we have the remarks at the top here once again we have the call log we have our meeting notes and we even have our.
accessories so this is how you create a lead within your as soon as you’re done with this you can in fact 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 2 leads one gotten in touch with 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 deleting and sharing also uh one more thing with srix on top you will be able to see we have personal choice we have these 3 dots where we can find these stages Integrations and automation this is among the essential ones click on this link and you’ll be able to in fact integrate um other apps within yourr transfer information for notices for automations customized develops and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and develop 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 switch to our basic Gmail really easily from here and it will also reveal me the emails that I will be receiving for my pipelines that I have produced we will even have our merge emails now with our so this is the combine email and with combine e-mail what happens is I can really produce a follow-up emails and different storage emails here and we have active instructs so using is actually simple you can begin for free by simply adding the integration and now you know how to use as a total novice do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me offer some context about my profession and how it associates with. As a freelance reporter, I have actually dealt with various customers, managed several tasks simultaneously, and kept a substantial network of contacts. Juggling these obligations can be overwhelming, and I recognized the need for a centralized system to enhance my operations.
In my quest for a service, I checked out different platforms but found them to be either too costly or too complex for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly incorporates with Gmail, making it perfect for self-employed reporters who greatly rely on email communication. Here are some essential benefits of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Organization:.
enables you to track and arrange your emails easily, giving you a clear summary of your interactions with customers, leads, and partners.
You can develop customizable pipelines straight within your inbox, making it simple to manage and keep an eye on the progress of your assignments and jobs.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to picture and manage your sales procedure from list building to project completion.
You can classify contacts, develop custom-made stages, set pointers, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Partnership and Teamwork:.
assists in cooperation by permitting you to share pipelines and communicate with employee within the platform.
You can assign tasks, share crucial emails, and work together in real-time, improving productivity and guaranteeing everyone stays on the exact same page.
‘s versatile workflow system allows you to personalize your pipelines and automate recurring tasks.
You can develop design templates for common email responses, schedule follow-ups, and established suggestions, conserving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, uses advantages in regards to coding and software development. Here’s how:.
provides a robust API and comprehensive developer documents, making it easy to integrate with other tools and build custom-made options.
This flexibility enables independent reporters with coding skills to extend the functionality of and customize it to their particular needs.
Task Management for Software Development:.
‘s pipeline function can be adapted to handle software development projects, from ideation to deployment.
You can develop custom phases for various development phases, appoint tasks to employee, and track progress effectively.
Pros and Cons of
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
User-friendly user interface and user friendly functions, reducing the learning curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collective functions that enhance teamwork and communication.
Developer-friendly API for combination and personalization.
Cost-efficient solution for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for full performance, limiting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more budget-friendly solution, particularly for freelancers and small businesses.
HubSpot has a totally free version, but advanced functions require a higher-tier paid membership.
Functions and Intricacy:.
offers a more thorough suite of features, including sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, offering a streamlined experience.
Both and integrate with different third-party tools.
‘s smooth integration with Gmail is helpful for users greatly reliant on e-mail interaction.
As an independent reporter, handling your hiring process and client relationships is paramount to your success. offers a budget-friendly and instinctive service that seamlessly incorporates with Gmail, allowing you to enhance your operations and concentrate on your craft. While it might not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a writer, material, or editor creator, can empower you to take control of your freelance journalism profession by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.