As a skilled freelance reporter, I comprehend the difficulties of managing jobs, tracking leads, and nurturing client relationships. In this post, I will dive into the advantages of using for independent journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for newbies hey guys welcome back in this video I will be revealing you how to use Streak Crm Filters for your customer relations cooperation communication and a lot more so let’s get into it firstly you need to go to streak.com and you will arrive on this website right here now is a sort of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is actually incredible and I’ll show you how to do that as a complete newbie 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 get into the procedure now is available as an extension and it’s entirely complimentary so as soon as you get to the website you’ll get this option here which is add 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 add to Chrome click on ADD extension and your extension will be included okay 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 just scroll down and click permit after adding this is what your Gmail will look like now you can see here in our basic you understand folders we are getting just recently viewed all tracked emails and upgraded 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 merges so you can see this resembles our brand-new dashboard for here I’ll have the ability to develop a 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 really do that you will click brand-new pipeline here and we have different options to start with we have the stages so this is where you will select these stages for your pipeline and you can actually we have actually a lead contacted pitched demo 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 concern industry deal size company size close rate email thread count days and state and keeps in mind so if you want to include another phase you will click on this Plus on top and you will provide your phase a name let’s state that you actually wished to produce another um you understand stage here for example let’s say I didn’t have no strings so I can create right here.
and you can provide it your color so we can actually choose various colors for each of the stages but I believe all of these are in fact currently produced so this is in fact pretty remarkable what I will do is I will in fact eliminate this one and if you seem like there is um I believe pitched and demonstration are sort of like the exact same thing we simply opt for 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 after that 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 desire so you will click this plus here and we have free type a date check box fall General email email tracking job calls and conferences 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 really missing out on and I’ll really reorganize and put the notes here fine e-mail thread count close date fine business’s size offer size and Business size alright let’s get rid of the business size and I’m gon na actually discover something else within the basic where we have created by date created followers and more so I actually wish to choose the produced.
by or maybe the fans because I wish to keep track of my employee that are in fact following this so I will you know put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a great deal of options offered within streak is really one of the simplest 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 job once again if I didn’t want to go for these sales if I made with tasks then I can go with the job phases right here and again the fields the process is going to be similar you will select these phases from here on this plus button here and you can likewise give it different various colors we likewise have business Dev here you can see then we have hiring so if you do employing then this is going to be your phases task search financier fundraising others real estate support and customized So within our assistance you can see we have actually incoming assigned dealing with resolved and noise this is in fact respectable and we likewise have custom where I can really start something from the scratch absolutely according to my business for me we simply have the sales so I’m gon na go with the sales here and click on create personal or.
shared so I will be sharing this with an employee so I’m going to opt for the shared one here and click on produce now it will simply take a second for a street to create 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 in fact click on this fall and we have manage phase or rename so as I proceed as I include various leads here what I I will do is I’ll just simply click and I’ll be able to include it click the top here include a box so click 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 on go into so now you can see we have actually one lead created let’s state that there is really 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 new two we can in fact 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 2 leads then let’s say there was a called as well there’s one negotiating so I’ll just simply click new now when you develop a lead we can in fact click here and it will now open up the various fields that we included so this is a new Elite that I developed and we have all of these different columns we have the fields that we produced keep in mind and then we have invite teammates so from here I can welcome the employee we have include columns we have e-mails files and comments you can switch to the emails and it will show you the emails 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 meeting notes and we even have our.
accessories so this is how you produce a lead within your when you’re done with this you can actually click go into and it will be closed now it will show you something like this we have all of our data 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 pick different leads from here the stages and we can perform bulk actions such as deleting and sharing too uh another thing with srix on top you will be able to see we have personal alternative we have these three dots where we can discover these stages Combinations and automation this is among the crucial ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer information for notices for automations custom builds and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they very easily and create our CSV files similarly now I can change to my various folders that we have here and I can produce a new pipeline we can change to our basic Gmail extremely quickly from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have actually developed we will even have our combine e-mails now with our so this is the merge e-mail and with combine e-mail what occurs is I can in fact produce a follow-up e-mails and different storage e-mails here and we have active instructs so using is truly simple you can get started totally free by just including the integration and now you know how to utilize 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 career and how it connects to. As a freelance journalist, I’ve dealt with numerous clients, handled numerous jobs concurrently, and maintained an extensive network of contacts. Balancing these obligations can be overwhelming, and I recognized the requirement for a centralized system to simplify my operations.
In my quest for a solution, I checked out various platforms but discovered them to be either too intricate or too pricey for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly integrates with Gmail, making it ideal for independent reporters who heavily rely on e-mail communication. Here are some key advantages of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Company:.
allows you to track and organize your emails easily, providing you a clear overview of your interactions with customers, leads, and collaborators.
You can produce customizable pipelines directly within your inbox, making it easy to manage and monitor the development of your jobs and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to visualize and manage your sales procedure from list building to job completion.
You can categorize contacts, create customized stages, set reminders, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Collaboration and Teamwork:.
facilitates partnership by enabling you to share pipelines and communicate with staff member within the platform.
You can designate jobs, share essential e-mails, and collaborate in real-time, boosting performance and making sure everyone stays on the very same page.
‘s versatile workflow system allows you to personalize your pipelines and automate repeated tasks.
You can produce templates for typical e-mail responses, schedule follow-ups, and established reminders, saving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, provides advantages in regards to coding and software application advancement. Here’s how:.
supplies a robust API and substantial developer paperwork, making it simple to integrate with other tools and build custom-made options.
This flexibility enables freelance journalists with coding skills to extend the functionality of and customize it to their particular requirements.
Job Management for Software Application Advancement:.
‘s pipeline function can be adjusted to manage software application development jobs, from ideation to release.
You can create custom phases for different advancement stages, designate tasks to team members, and track development effectively.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive user interface and easy-to-use features, minimizing the learning curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collective functions that boost teamwork and communication.
Developer-friendly API for integration and personalization.
Economical option for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for full performance, restricting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more inexpensive option, especially for freelancers and small businesses.
HubSpot has a complimentary version, however advanced functions require a higher-tier paid membership.
Functions and Complexity:.
offers a more thorough suite of functions, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, providing a streamlined experience.
Both and incorporate with different third-party tools.
‘s smooth combination with Gmail is beneficial for users heavily reliant on e-mail interaction.
As a self-employed journalist, handling your hiring process and customer relationships is vital to your success. offers a budget friendly and intuitive service that effortlessly integrates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it might not have the advanced functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a author, editor, or material creator, can empower you to take control of your freelance journalism profession by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.