As a seasoned freelance reporter, I comprehend the challenges of managing jobs, tracking leads, and nurturing client relationships. In this article, I will dig into the advantages of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for novices hey men welcome back in this video I will be showing you how to use Streak Crm Explained for your customer relations partnership interaction and much 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 type of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is truly amazing and I’ll show you how to do that as a total newbie it will assist you personalize a perfect procedure for your team and you will be able to get your work done now let’s actually enter into the process now is readily available as an extension and it’s totally free so once you get to the website 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 on add 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 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 merely check in make sure to sign.
into the same Gmail that you have included the uh you understand streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click allow after adding this is what your Gmail will look like now you can see here in our easy you understand folders we are getting recently seen all tracked e-mails and updated reply and after that we have this new choice which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this resembles our new dashboard for here I’ll have the ability to produce a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go produce a new pipeline let’s in fact do that you will click on brand-new pipeline here and we have various choices to start with we have the stages so this is where you will pick these phases for your pipeline and you can in fact we have actually a lead contacted pitched demonstration working out close phone closed uh you understand then we have supporting alright 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 business size close rate e-mail thread count days and state and notes so if you want to add another phase you will click on this Plus at the top and you will provide your stage a name let’s state that you actually wanted 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 provide it your color so we can really choose different colors for each of the stages however I think all of these are actually currently developed so this is in fact pretty impressive what I will do is I will actually eliminate this one and if you feel like there is um I think pitched and demo are kind of like the exact same thing we simply go with the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s get rid of 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 phases then I will scroll down to the fields here with each pipeline what are the various fields that you want so you will click this plus here and we have free kind a date check box fall General e-mail e-mail 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 opt for this one here this is the field that was in fact missing out on and I’ll really reorganize and put the notes here all right e-mail thread count close date all right business’s size deal size and Business size fine let’s get rid of the company size and I’m gon na in fact find something else within the general where we have created by date produced fans and more so I really want to choose the created.
by or maybe the fans because I wish to monitor my team members that are really 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 lot of options readily available within streak is really one of the easiest and among the most uh you know flexible out there it’s very easy to use with design templates we have projects too within my job again if I didn’t want to choose these sales if I finished with jobs then I can opt for the job stages right here and once again the fields the process is going to be comparable you will pick these phases from here on this plus button here and you can also provide it different various colors we likewise have business Dev here you can see then we have working with so if you do hiring then this is going to be your stages task search financier fundraising others realty support and custom-made So within our assistance you can see we have inbound assigned working on resolved and sound this is really respectable and we also have customized where I can in fact start something from the scratch totally according to my service for me we merely have the sales so I’m gon na choose the sales here and click develop personal or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click produce now it will simply take a 2nd for a street to develop a pipeline for me so you can see this in fact looks pretty good now I will be able to add my Lead Series so you can in fact click this drop down and we have handle stage or relabel so as I proceed as I include different leads here what I I will do is I’ll just simply click and I’ll be able to add 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 simply call it new and click get in so now you can see we have actually one lead produced let’s say that there is actually 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 brand-new two we can actually open this up in a new tab from here too but I’m just for now I’m simply gon na work in this manner now you can see we have 2 leads then let’s say there was a gotten in touch with as well there’s one negotiating so I’ll just merely click new now when you produce a lead we can really click here and it will now open up the various fields that we included so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we created remember and then we have welcome teammates so from here I can invite the staff member we have add columns we have emails files and comments you can switch to the emails and it will show you the e-mails that you got in files we can even publish files and then we have the remarks at the top here again we have the call log we have our conference notes and we even have our.
accessories so this is how you develop a lead within your as soon as you’re finished with this you can really click go into 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 two leads one contacted and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can carry out bulk actions such as erasing and sharing also uh another 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 Combinations and automation this is among the important ones click on this link and you’ll have the ability to in fact integrate um other apps within yourr transfer data for alerts for automations custom develops and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they very quickly and create our CSV files likewise now I can change to my various folders that we have here and I can develop a brand-new pipeline we can switch to our easy Gmail very 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 emails now with our so this is the merge email and with merge email what happens is I can actually 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 free of charge by just adding the combination and now you understand how to use as a complete newbie do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me supply some context about my profession and how it connects to. As a freelance reporter, I have actually dealt with numerous clients, handled numerous jobs concurrently, and maintained an extensive network of contacts. Balancing these duties can be frustrating, and I acknowledged the requirement for a centralized system to simplify my operations.
In my quest for an option, I explored numerous platforms but found them to be either too expensive or too intricate for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly integrates with Gmail, making it perfect for independent reporters who heavily rely on email communication. Here are some crucial advantages of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Company:.
allows you to track and organize your e-mails effortlessly, giving you a clear overview of your communications with clients, leads, and collaborators.
You can produce personalized pipelines straight within your inbox, making it simple to handle and monitor the development of your tasks and jobs.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to visualize and manage your sales procedure from list building to task conclusion.
You can classify contacts, produce custom-made stages, set suggestions, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Cooperation and Team Effort:.
facilitates partnership by allowing you to share pipelines and interact with staff member within the platform.
You can designate tasks, share essential e-mails, and collaborate in real-time, boosting productivity and ensuring everyone stays on the exact same page.
‘s versatile workflow system allows you to tailor your pipelines and automate repetitive tasks.
You can develop templates for typical e-mail reactions, schedule follow-ups, and established tips, saving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, uses advantages in regards to coding and software application development. Here’s how:.
supplies a robust API and extensive developer paperwork, making it easy to integrate with other tools and build custom-made options.
This flexibility enables freelance journalists with coding abilities to extend the performance of and tailor it to their specific requirements.
Project Management for Software Application Advancement:.
‘s pipeline function can be adjusted to handle software application development tasks, from ideation to deployment.
You can create custom-made phases for different advancement stages, appoint jobs to team members, and track progress efficiently.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
Instinctive interface and user friendly functions, reducing the learning curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collaborative functions that enhance team effort and interaction.
Developer-friendly API for combination and personalization.
Cost-effective option for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for full functionality, limiting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While deals considerable advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more cost effective solution, especially for freelancers and small businesses.
HubSpot has a totally free version, however advanced functions need a higher-tier paid membership.
Functions and Intricacy:.
provides a more thorough suite of functions, including innovative marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s seamless combination with Gmail is helpful for users greatly reliant on email interaction.
As a self-employed reporter, managing your hiring procedure and client relationships is critical to your success. offers a user-friendly and inexpensive option that flawlessly integrates with Gmail, enabling you to enhance your operations and focus on your craft. While it may not have the advanced features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a author, editor, or material developer, can empower you to take control of your freelance journalism career by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.