As an experienced freelance journalist, I understand the difficulties of handling jobs, tracking leads, and supporting client relationships. In this article, I will dive into the benefits of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for newbies hey people invite back in this video I will be showing you how to use Streak Crm How To Unsubscribe for your consumer relations partnership interaction and far more so let’s get into it firstly you require to go to streak.com and you will arrive at this site right here now is a kind 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 complete novice it will assist you customize a perfect procedure for your team and you will have the ability to get your work done now let’s in fact get into the process now is offered as an extension and it’s completely complimentary so when you get to the site 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 on ADD extension and your extension will be added fine 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 just check in make certain to sign.
into the same Gmail that you have added the uh you understand streak to now it will ask you for your access and we’re gon na simply scroll down and click on permit after adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting recently seen all tracked emails and upgraded reply and after that we have this brand-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 combines so you can see this is like our brand-new dashboard for here I’ll be able to create a new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go develop a brand-new pipeline let’s actually do that you will click brand-new pipeline here and we have different choices first off we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have actually a lead gotten in touch with pitched demonstration working out close phone closed uh you understand then we have nurturing all right then we have Fields so in fields we have a date of last e-mail last email from lead Source concern market deal size company size close rate e-mail thread count days and state and notes so if you want to include another phase you will click this Plus on top and you will offer your phase a name let’s state that you really wished to produce another um you understand phase here for instance let’s state I didn’t have no strings so I can develop right here.
and you can provide it your color so we can actually select different colors for each of the stages however I think all of these are actually already produced so this is really quite remarkable what I will do is I will actually eliminate this one and if you seem like there is um I believe pitched and demo are type of like the same thing we just opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s get rid of 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 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 type a date check box fall General e-mail e-mail tracking task 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 really missing out on and I’ll in fact reorganize and put the notes here alright e-mail thread count close date alright company’s size deal size and Company size alright 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 created fans and more so I in fact want to go for the developed.
by or possibly the followers due to the fact that I wish to monitor my staff member 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 wanted for my pipeline now you can see there are a great deal of options readily available within streak is really among the easiest and among the most uh you know versatile out there it’s extremely easy to use with templates we have jobs too within my job again if I didn’t wish to choose these sales if I did with projects then I can choose the project phases right here and once again the fields the process is going to be comparable you will choose these phases from here on this plus button here and you can also give it various various colors we also have organization Dev here you can see then we have working with so if you do working with then this is going to be your stages job search investor fundraising others realty support and customized So within our support you can see we have actually incoming designated dealing with fixed and sound this is actually pretty good and we also have custom where I can actually start something from the scratch absolutely according to my organization for me we merely have the sales so I’m gon na go with the sales here and click on 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 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 be able to include my Lead Series so you can in fact click on this drop down and we have handle stage or rename so as I proceed as I include different leads here what I I will do is I’ll just simply click and I’ll have the ability to include 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 section here and let’s simply call it new and click on enter so now you can see we have actually one lead created let’s state that there is in fact 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 simply gon na work this way now you can see we have 2 leads then let’s state there was a gotten in touch with too there’s one negotiating so I’ll just merely click on brand-new now once you develop a lead we can in fact click here and it will now open the different fields that we added so this is a new Elite that I created and we have all of these various columns we have the fields that we developed keep in mind and after that we have invite colleagues so from here I can invite the team members 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 submit files and after that we have the comments at the top here 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 finished with this you can really click on enter and it will be closed now it will reveal you something like this we have all of our data collected 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 pick different leads from here the stages and we can carry out bulk actions such as deleting and sharing also uh one more thing with srix on top you will have the ability to see we have personal choice we have these 3 dots where we can discover these stages Combinations and automation this is one of the essential ones click here and you’ll have the ability to in fact incorporate um other apps within yourr transfer data for alerts for automations customized constructs and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they very easily and develop our CSV files similarly now I can switch to my different folders that we have here and I can develop a brand-new pipeline we can change to our simple Gmail very easily from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have actually produced we will even have our merge emails now with our so this is the merge email and with combine email what takes place is I can actually produce a follow-up emails and various storage e-mails here and we have active instructs so utilizing is truly easy you can get started for free by just adding the integration and now you know how to use as a total newbie don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me offer some context about my career and how it relates to. As a self-employed reporter, I have actually dealt with various customers, handled several tasks all at once, and maintained a substantial network of contacts. Juggling these responsibilities can be frustrating, and I acknowledged the requirement for a centralized system to improve my operations.
In my quest for a service, I explored various platforms but discovered them to be either too intricate or too pricey for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly integrates with Gmail, making it ideal for freelance journalists who heavily count on e-mail communication. Here are some crucial advantages of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Organization:.
permits you to track and organize your emails effortlessly, providing you a clear summary of your interactions with customers, leads, and partners.
You can produce personalized pipelines straight within your inbox, making it easy to handle and keep an eye on the development of your assignments and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to picture and handle your sales process from lead generation to project completion.
You can classify contacts, develop custom-made stages, set pointers, and track interactions, making sure that no chance slips through the cracks.
Seamless Cooperation and Team Effort:.
assists in collaboration by permitting you to share pipelines and communicate with staff member within the platform.
You can appoint jobs, share crucial e-mails, and collaborate in real-time, boosting efficiency and ensuring everyone remains on the very same page.
‘s versatile workflow system allows you to customize your pipelines and automate repeated jobs.
You can develop templates for typical e-mail reactions, schedule follow-ups, and set up suggestions, conserving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, offers benefits in regards to coding and software application advancement. Here’s how:.
offers a robust API and comprehensive developer documents, making it easy to integrate with other tools and develop custom-made options.
This versatility enables independent journalists with coding abilities to extend the performance of and customize it to their particular requirements.
Task Management for Software Advancement:.
‘s pipeline feature can be adjusted to handle software advancement jobs, from ideation to release.
You can create custom-made stages for various advancement phases, assign jobs to staff member, and track development effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of email communication.
Instinctive interface and user friendly functions, lessening the learning curve.
Personalized pipelines and workflows to adapt to private requirements.
Collective features that boost team effort and communication.
Developer-friendly API for combination and customization.
Cost-effective solution for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation functions.
Dependence on Gmail for full performance, limiting compatibility with other email companies.
Comparison with HubSpot CRM:.
While deals substantial benefits for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more inexpensive service, particularly for freelancers and small businesses.
HubSpot has a free variation, but advanced features need a higher-tier paid membership.
Functions and Complexity:.
provides a more extensive suite of functions, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, using a structured experience.
Both and incorporate with different third-party tools.
‘s seamless integration with Gmail is useful for users greatly reliant on email interaction.
As a self-employed reporter, handling your hiring process and customer relationships is vital to your success. offers a economical and user-friendly solution that effortlessly incorporates with Gmail, allowing you to streamline 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 an editor, writer, or material creator, can empower you to take control of your freelance journalism profession by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.