As a skilled freelance reporter, I understand the challenges of managing jobs, tracking leads, and supporting customer relationships. In this article, I will dig into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to utilize for newbies hey people welcome back in this video I will be showing you how to use Streak Crm Sales for your customer relations partnership communication and a lot more so let’s enter into it first of all you require to go to streak.com and you will land on this website right here now is a type of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can really 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 help you tailor a best process for your group and you will be able to get your work done now let’s in fact enter the procedure now is offered as an extension and it’s completely totally free so once you get to the site you’ll get this alternative 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 contribute to Chrome click on 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 simply sign in ensure to sign.
into the exact same Gmail that you have actually 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 on permit after adding this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting recently seen all tracked e-mails and updated reply and then we have this 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 have the ability 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 new pipeline let’s really do that you will click on new pipeline here and we have different alternatives firstly we have the stages so this is where you will pick these phases for your pipeline and you can really we have a lead called pitched demo working out close phone closed uh you understand then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority market offer size business size close rate email thread count days and state and notes so if you wish to add another phase you will click on this Plus at the top and you will offer your stage a name let’s state that you actually wished to produce another um you know stage here for instance let’s say I didn’t have no strings so I can create right here.
and you can offer it your color so we can actually choose different colors for each of the stages however I believe all of these are really currently developed so this is actually pretty impressive what I will do is I will actually eliminate this one and if you feel like there is um I believe pitched and demonstration are kind of like the exact same thing we just opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s eliminate the demonstration here and after that we have negotiating with negotiating I can choose 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 this plus here and we have totally free form a date check box drop down General email e-mail tracking task calls and meetings 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 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 okay email thread count close date all right business’s size offer size and Company size alright let’s get rid of the business size and I’m gon na in fact discover something else within the general where we have actually produced by date developed followers and more so I really wish to go for the created.
by or maybe the followers because I wish to monitor my employee that are really following this so I will you understand put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a great deal of choices offered within streak is really one of the simplest and one of the most uh you understand versatile out there it’s very easy to use with templates we have jobs too within my task once again if I didn’t wish to opt for these sales if I made with jobs then I can choose the task stages right here and once again the fields the procedure is going to be similar you will pick these phases from here on this plus button here and you can also provide it different various colors we likewise have organization Dev here you can see then we have working with so if you do employing then this is going to be your phases task search financier fundraising others realty assistance and custom-made So within our support you can see we have actually incoming appointed working on resolved and sound this is actually respectable and we also have custom-made where I can actually start something from the scratch totally according to my company for me we merely have the sales so I’m gon na choose the sales here and click produce private or.
shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click develop now it will simply take a second for a street to produce 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 actually click this drop down and we have manage phase or relabel so as I continue as I include various leads here what I I will do is I’ll just merely click and I’ll be able to add it click on the top here include 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 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 brand-new I’m going to add another lead let’s call it brand-new 2 we can in fact open this up in a brand-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 state there was a gotten in touch with as well there’s one working out so I’ll just merely click brand-new now when you develop a lead we can in fact click on this link and it will now open up the various fields that we included so this is a brand-new Elite that I developed and we have all of these various columns we have the fields that we created remember and then we have welcome colleagues so from here I can invite the team members we have add columns we have emails files and comments you can switch to the emails and it will show you the emails that you got in files we can even upload 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 produce a lead within your once you’re finished with this you can actually click on go into and it will be closed now it will show 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 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 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 private alternative we have these three dots where we can find these phases Combinations and automation this is among the important ones click here and you’ll have the ability to in fact incorporate um other apps within yourr transfer information for notifications for automations custom constructs and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they extremely quickly and produce our CSV files likewise now I can switch to my various folders that we have here and I can produce a brand-new pipeline we can switch to our basic Gmail extremely quickly from here and it will likewise show me the e-mails 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 e-mail and with merge email what takes place is I can actually create a follow-up emails and various storage e-mails here and we have active advises so using is truly easy you can start totally free by simply including the integration and now you understand how to utilize as a complete novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me provide some context about my profession and how it connects to. As a self-employed journalist, I have actually worked with various customers, handled several jobs at the same time, and kept a substantial network of contacts. Juggling these duties can be frustrating, and I recognized the need for a centralized system to simplify my operations.
In my mission for a solution, I checked out various platforms but found them to be either too intricate or too expensive for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly incorporates with Gmail, making it perfect for independent journalists who greatly depend on email interaction. Here are some key advantages of using for your freelance journalism employing process:.
Intuitive Email Tracking and Organization:.
permits you to track and organize your e-mails easily, offering you a clear overview of your communications with customers, leads, and partners.
You can develop personalized pipelines straight within your inbox, making it simple to manage and keep an eye on the progress of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to envision and handle your sales procedure from list building to task conclusion.
You can classify contacts, produce custom phases, set suggestions, and track interactions, making sure that no chance slips through the fractures.
Seamless Cooperation and Teamwork:.
facilitates cooperation by allowing you to share pipelines and communicate with staff member within the platform.
You can designate tasks, share important e-mails, and work together in real-time, boosting productivity and guaranteeing everybody stays on the same page.
‘s versatile workflow system enables you to tailor your pipelines and automate recurring jobs.
You can produce templates for typical email responses, schedule follow-ups, and set up suggestions, conserving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, uses advantages in regards to coding and software development. Here’s how:.
supplies a robust API and extensive designer documents, making it simple to incorporate with other tools and build custom-made services.
This versatility allows independent journalists with coding abilities to extend the performance of and tailor it to their specific needs.
Task Management for Software Application Development:.
‘s pipeline function can be adapted to manage software advancement projects, from ideation to deployment.
You can produce custom-made stages for various development stages, assign jobs to employee, and track development efficiently.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and easy-to-use functions, reducing the learning curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collaborative functions that enhance teamwork and interaction.
Developer-friendly API for combination and modification.
Economical service for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation features.
Reliance on Gmail for full functionality, limiting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While deals significant benefits for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more budget friendly solution, especially for freelancers and small businesses.
HubSpot has a free version, however advanced functions require a higher-tier paid subscription.
Features and Complexity:.
offers a more comprehensive suite of functions, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Both and integrate with different third-party tools.
‘s seamless combination with Gmail is beneficial for users greatly reliant on email interaction.
As a self-employed reporter, managing your hiring process and customer relationships is vital to your success. offers a instinctive and cost effective service that flawlessly incorporates with Gmail, enabling you to improve your operations and focus on your craft. While it might not have the innovative functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a writer, editor, or content creator, can empower you to take control of your freelance journalism career by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.