As a skilled freelance reporter, I understand the difficulties of handling tasks, tracking leads, and supporting customer relationships. In this article, I will delve into the benefits of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for beginners hey men welcome back in this video I will be showing you how to use Streak Crm Latest Version Download for your customer relations partnership communication and a lot more so let’s enter into it first off you need to go to streak.com and you will arrive at this site right here now is a sort of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is really incredible and I’ll reveal you how to do that as a total novice it will help you customize a perfect process for your group and you will have the ability to get your work done now let’s actually get into the process now is available as an extension and it’s entirely complimentary so once you get to the site you’ll get this option here which is contribute 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 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 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 ensure to sign.
into the very same Gmail that you have included the uh you understand streak to now it will ask you for your access and we’re gon na simply scroll down and click allow after including this is what your Gmail will look like now you can see here in our easy you understand folders we are getting recently viewed all tracked e-mails and updated reply and after that we have this new option which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this resembles our brand-new control panel for here I’ll be able to create a new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go create a brand-new pipeline let’s in fact 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 choose these phases for your pipeline and you can actually we have a lead called pitched demo negotiating 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 email from lead Source top priority industry deal size business size close rate e-mail thread count days and state and keeps in mind so if you wish to add another stage you will click on this Plus on top and you will offer your phase a name let’s say that you really wanted to produce another um you know phase here for example let’s state I didn’t have no strings so I can develop right here.
and you can offer it your color so we can actually pick various colors for each of the stages but I believe all of these are in fact already created so this is actually pretty impressive what I will do is I will in fact get rid of this one and if you feel like there is um I think pitched and demo are type of like the exact same thing we simply choose the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s eliminate the demonstration here and then we have working out with negotiating I can choose 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 on this plus here and we have complimentary type a date check box fall General e-mail 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 actually missing and I’ll really rearrange and put the notes here fine e-mail thread count close date fine business’s size offer size and Business size fine let’s get rid of the company size and I’m gon na actually find something else within the basic where we have actually created by date developed fans and more so I really wish to opt for the produced.
by or possibly the fans since I wish to keep an eye on 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 lot of choices readily available within streak is really among the simplest and one of the most uh you understand versatile out there it’s really easy to use with templates we have projects too within my project once again if I didn’t want to choose these sales if I finished with tasks then I can go with the job phases right here and again the fields the procedure is going to be comparable you will choose these phases from here on this plus button here and you can likewise offer it various various colors we also have company Dev here you can see then we have employing so if you do employing then this is going to be your stages task search financier fundraising others realty assistance and custom So within our support you can see we have actually inbound designated working on solved and sound this is really pretty good and we likewise have customized where I can in fact start something from the scratch absolutely according to my company for me we simply have the sales so I’m gon na opt for the sales here and click create personal or.
shared so I will be sharing this with a staff member so I’m going to opt for the shared one here and click create 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 actually click this fall and we have handle phase or relabel so as I continue as I add different 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 ADD box here and I’m going to include a box in the lead area here and let’s simply call it brand-new and click enter so now you can see we have one lead created 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 new I’m going to add another lead let’s call it brand-new 2 we can in fact open this up in a new tab from here too however I’m just for now I’m just gon na work by doing this now you can see we have two leads then let’s say there was a called also there’s one working out so I’ll just simply click new now once you develop a lead we can really click on this link and it will now open the different 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 created keep in mind and after that we have welcome colleagues so from here I can welcome the employee we have include columns we have emails files and remarks you can change to the e-mails and it will reveal you the e-mails 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 conference notes and we even have our.
attachments so this is how you create a lead within your as soon as you’re made with this you can really click get in and it will be closed now it will show you something like this we have all of our information gathered 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 select various leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh another thing with srix at the top you will be able to see we have private choice we have these 3 dots where we can discover these phases Combinations and automation this is one of the essential ones click here and you’ll have the ability to actually incorporate um other apps within yourr transfer information for alerts for automations custom builds and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they very quickly and develop our CSV files likewise now I can change to my different folders that we have here and I can produce a new pipeline we can change to our easy Gmail really easily 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 email and with combine e-mail what takes place is I can really develop a follow-up emails and various storage e-mails here and we have active advises so utilizing is truly easy you can begin free of charge by just adding the combination and now you know how to utilize as a complete newbie don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me offer some context about my profession and how it connects to. As an independent reporter, I’ve dealt with numerous customers, managed several jobs simultaneously, and maintained an extensive network of contacts. Juggling these responsibilities can be frustrating, and I recognized the requirement for a centralized system to simplify my operations.
In my mission for a solution, I checked out various platforms however found them to be either too complicated or too costly for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly incorporates with Gmail, making it ideal for self-employed journalists who greatly rely on e-mail interaction. Here are some essential benefits of using for your freelance journalism employing process:.
User-friendly Email Tracking and Company:.
enables you to track and organize your emails easily, offering you a clear summary of your interactions with customers, leads, and collaborators.
You can develop personalized pipelines directly within your inbox, making it simple to manage and monitor the progress of your projects and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to imagine and handle your sales procedure from list building to project completion.
You can categorize contacts, create customized phases, set tips, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Collaboration and Team Effort:.
helps with collaboration by allowing you to share pipelines and communicate with staff member within the platform.
You can designate jobs, share essential e-mails, and work together in real-time, boosting productivity and guaranteeing everyone stays on the same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repeated jobs.
You can produce templates for typical email actions, schedule follow-ups, and set up tips, saving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, offers benefits in terms of coding and software application advancement. Here’s how:.
supplies a robust API and substantial developer documents, making it easy to incorporate with other tools and develop custom solutions.
This versatility permits freelance reporters with coding skills to extend the performance of and tailor it to their particular needs.
Task Management for Software Application Development:.
‘s pipeline feature can be adapted to manage software application development projects, from ideation to deployment.
You can create customized stages for various development phases, appoint jobs to employee, and track progress effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
Intuitive interface and user friendly functions, lessening the finding out curve.
Personalized pipelines and workflows to adapt to private requirements.
Collaborative functions that improve teamwork and communication.
Developer-friendly API for combination and customization.
Cost-efficient service for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for full performance, restricting compatibility with other email companies.
Comparison with HubSpot CRM:.
While deals significant benefits for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more budget friendly service, particularly for freelancers and small businesses.
HubSpot has a complimentary version, however advanced features need a higher-tier paid membership.
Functions and Complexity:.
provides a more detailed suite of features, consisting of sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, using a streamlined experience.
Both and incorporate with various third-party tools.
‘s smooth combination with Gmail is useful for users greatly reliant on e-mail communication.
As a self-employed journalist, handling your hiring procedure and client relationships is paramount to your success. offers a intuitive and budget-friendly service that effortlessly incorporates with Gmail, allowing you to simplify your operations and focus on your craft. While it may not have the sophisticated functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re an editor, author, or material developer, can empower you to take control of your freelance journalism career by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.