As a skilled freelance reporter, I comprehend the challenges of managing projects, tracking leads, and nurturing client relationships. In this short article, I will delve into the benefits of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for novices hey people welcome back in this video I will be showing you how to use Streak Crm Slack Integrations for your client relations partnership interaction and far more so let’s enter it to start with you require to go to streak.com and you will arrive on this website 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 actually turn our Gmail into a platform which is actually incredible and I’ll reveal you how to do that as a total beginner it will help you personalize a best procedure for your group and you will be able to get your work done now let’s really enter the process now is offered as an extension and it’s completely totally free so once you get to the site you’ll get this choice 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 on ADD extension and your extension will be added 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 check in make sure 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 gain access to and we’re gon na just scroll down and click enable after including this is what your Gmail will look like now you can see here in our easy you understand folders we are getting just recently viewed all tracked emails and upgraded reply and after that we have this brand-new choice 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 new control panel for here I’ll have the ability to create 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 brand-new pipeline let’s really do that you will click on new pipeline here and we have various choices first of all we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have a lead gotten in touch with pitched demo negotiating close phone closed uh you know then we have nurturing fine then we have Fields so in fields we have a date of last email last email from lead Source priority market offer size company size close rate e-mail thread count days and state and keeps in mind so if you want to include another stage you will click this Plus on top and you will offer your stage a name let’s state that you actually wanted to produce another um you know stage here for instance let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can in fact select different colors for each of the stages but I believe all of these are in fact already created so this is actually quite 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 type of like the very same thing we simply opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s get rid of the demonstration here and after that we have negotiating 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 on this plus here and we have free kind a date check box fall General email e-mail tracking job calls and meetings so I do not see anything for the course and meetings here so I’m gon na go here and we have call log account last call log and more so I’m gon na go with this one here this is the field that was really missing out on and I’ll actually reorganize and put the notes here all right email thread count close date okay company’s size deal size and Company size alright let’s get rid of the business size and I’m gon na in fact find something else within the general where we have actually produced by date created followers and more so I in fact want to go for the created.
by or possibly the fans because I wish to keep track of my team members that are in fact following this so I will you understand 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 readily available within streak is really one of the simplest and one of the most uh you know flexible out there it’s very easy to use with design templates we have tasks too within my project again if I didn’t wish to choose these sales if I made with tasks then I can opt for the project stages right here and again the fields the process is going to be similar you will pick these phases from here on this plus button here and you can likewise offer it various various colors we also have organization Dev here you can see then we have hiring so if you do employing then this is going to be your stages job search investor fundraising others property support and custom-made So within our assistance you can see we have incoming assigned working on solved and sound this is actually respectable and we also have customized where I can actually start something from the scratch absolutely according to my service for me we simply have the sales so I’m gon na go with the sales here and click on produce private or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click create now it will simply take a 2nd for a street to create a pipeline for me so you can see this actually looks pretty good now I will have the ability to include my Lead Series so you can in fact click this drop down and we have handle stage or rename so as I continue 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 on the top here add a box so click ADD box here and I’m going to add a box in the lead section here and let’s simply call it brand-new and click go into so now you can see we have one lead produced 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 include another lead let’s call it brand-new 2 we can actually 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 called too there’s one working out so I’ll just simply click on new now as soon as you develop a lead we can in fact click on this link and it will now open up the various fields that we added so this is a brand-new Elite that I developed and we have all of these different columns we have the fields that we developed remember and after that we have invite colleagues so from here I can invite the staff member we have include columns we have e-mails files and remarks you can switch to the e-mails and it will reveal you the emails that you got in files we can even submit files and then we have the comments at the top here once again we have the call log we have our meeting notes and we even have our.
attachments so this is how you produce a lead within your as soon as you’re done with this you can actually click on enter and it will be closed now it will reveal 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 called 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 as well uh one more thing with srix on top you will be able to see we have private option we have these 3 dots where we can discover these stages Combinations and automation this is among the important ones click on this link and you’ll have the ability to really integrate um other apps within yourr transfer information for notices for automations custom-made builds and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export information they really quickly and create our CSV files likewise now I can change to my various folders that we have here and I can create a new pipeline we can switch to our simple Gmail really quickly from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have produced we will even have our merge e-mails now with our so this is the combine email and with merge email what happens is I can in fact develop a follow-up e-mails and different storage e-mails here and we have active instructs so utilizing is really simple you can get going totally free by just adding the combination and now you understand how to utilize as a complete newbie don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me offer some context about my profession and how it connects to. As a self-employed journalist, I’ve worked with numerous customers, handled numerous jobs at the same time, and maintained a comprehensive network of contacts. Juggling these duties can be frustrating, and I acknowledged the need for a centralized system to simplify my operations.
In my mission for a solution, I checked out numerous platforms however discovered them to be either too pricey or too intricate for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly incorporates with Gmail, making it perfect for freelance journalists who greatly count on email interaction. Here are some key benefits of using for your freelance journalism working with procedure:.
User-friendly Email Tracking and Company:.
allows you to track and arrange your e-mails easily, providing you a clear overview of your communications 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 tasks and jobs.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to picture and manage your sales process from list building to job conclusion.
You can categorize contacts, develop custom-made phases, set pointers, and track interactions, making sure that no chance slips through the fractures.
Seamless Cooperation and Teamwork:.
assists in collaboration by permitting you to share pipelines and communicate with team members within the platform.
You can assign jobs, share important e-mails, and work together in real-time, boosting productivity and making sure everybody stays on the very same page.
‘s versatile workflow system allows you to personalize your pipelines and automate recurring tasks.
You can develop templates for typical e-mail reactions, schedule follow-ups, and set up pointers, conserving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, offers advantages in terms of coding and software application development. Here’s how:.
supplies a robust API and comprehensive developer documentation, making it simple to integrate with other tools and construct custom options.
This versatility allows self-employed reporters with coding skills to extend the performance of and tailor it to their particular needs.
Task Management for Software Advancement:.
‘s pipeline function can be adjusted to manage software application development tasks, from ideation to release.
You can produce custom stages for different development stages, designate tasks to staff member, and track progress effectively.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
Instinctive user interface and easy-to-use features, lessening the learning curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collective features that improve team effort and interaction.
Developer-friendly API for integration and personalization.
Affordable solution for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for complete performance, limiting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers substantial benefits for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more budget-friendly option, especially for freelancers and small businesses.
HubSpot has a complimentary variation, however advanced functions need a higher-tier paid subscription.
Functions and Complexity:.
offers a more detailed suite of features, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Both and incorporate with different third-party tools.
‘s seamless combination with Gmail is helpful for users heavily reliant on email communication.
As a self-employed reporter, handling your hiring process and client relationships is critical to your success. offers a budget friendly and user-friendly solution that seamlessly integrates with Gmail, allowing you to streamline your operations and focus on your craft. While it might not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a author, material, or editor creator, can empower you to take control of your freelance journalism career by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.