As an experienced freelance reporter, I understand the obstacles of managing tasks, tracking leads, and nurturing customer relationships. In this post, I will dig into the benefits of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey guys invite back in this video I will be revealing you how to use Streak Crm Vs Salesforce Crm for your consumer relations collaboration communication and far more so let’s enter into it to start with you need to go to streak.com and you will arrive on 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 actually 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 help you customize a best procedure for your group and you will be able to get your work done now let’s in fact get into the process now is readily available as an extension and it’s entirely complimentary so as soon as you get to the site you’ll get this option here which is contribute 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 fine it’s done and now it is adding 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 certain to sign.
into the exact same Gmail that you have added the uh you know streak to now it will ask you for your access and we’re gon na merely scroll down and click on allow after adding this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting just recently viewed all tracked emails and upgraded reply and then 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 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 develop a new pipeline let’s in fact do that you will click brand-new pipeline here and we have different alternatives first of all we have the stages so this is where you will choose these stages for your pipeline and you can actually we have a lead gotten in touch with pitched demonstration negotiating 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 email last e-mail from lead Source priority industry deal size business size close rate email thread count days and state and notes so if you wish to add another stage you will click this Plus on top and you will offer your stage a name let’s say that you in fact wished to create another um you understand phase here for instance 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 in fact pick different colors for each of the stages however I believe all of these are actually already developed so this is in fact pretty impressive what I will do is I will actually eliminate this one and if you seem like there is um I think pitched and demo are type of like the same thing we simply go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s get rid of the demonstration here and after that we have negotiating with negotiating I can opt for 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 form a date check box fall General e-mail e-mail tracking task 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 in fact missing out on and I’ll really rearrange and put the notes here okay e-mail thread count close date alright business’s size offer size and Business size all right let’s eliminate the business size and I’m gon na in fact discover something else within the basic where we have developed by date developed followers and more so I really want to opt for the developed.
by or possibly the fans since I want to monitor my staff member 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 great deal of alternatives available within streak is really one of the simplest and among the most uh you understand flexible out there it’s extremely easy to use with design templates we have projects too within my project once again if I didn’t want to go for these sales if I finished with projects then I can choose the task phases 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 provide it different different colors we likewise have service Dev here you can see then we have hiring so if you do hiring then this is going to be your phases task search financier fundraising others real estate support and custom So within our assistance you can see we have inbound 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 simply have the sales so I’m gon na go with the sales here and click develop 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 create now it will simply take a 2nd for a street to develop a pipeline for me so you can see this really looks respectable now I will have the ability to include my Lead Series so you can really click this fall 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 include 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 simply call it brand-new and click get in so now you can see we have one lead developed let’s say that there is actually 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 include another lead let’s call it brand-new two we can in fact open this up in a new tab from here too but I’m just for now I’m simply gon na work by doing this now you can see we have 2 leads then let’s say there was a contacted also there’s one working out so I’ll just merely click on brand-new now when you create a lead we can really click here and it will now open the various fields that we included so this is a brand-new Elite that I created and we have all of these various columns we have the fields that we produced remember and after that we have welcome teammates so from here I can invite the employee we have add columns we have e-mails files and comments you can switch to the emails and it will reveal you the e-mails that you got in files we can even upload files and then we have the comments at the top here again we have the call log we have our meeting notes and we even have our.
attachments so this is how you create a lead within your when you’re made with this you can in fact click enter and it will be closed now it will reveal 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 pick various leads from here the stages and we can perform bulk actions such as erasing and sharing too uh another thing with srix on top you will have the ability to see we have personal alternative we have these 3 dots where we can find these stages Combinations and automation this is among the crucial ones click on this link and you’ll be able to actually integrate um other apps within yourr transfer data for notices for automations custom-made develops and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and produce our CSV files similarly now I can switch to my different folders that we have here and I can develop a new pipeline we can change to our easy Gmail very easily from here and it will likewise show me the emails that I will be receiving for my pipelines that I have produced we will even have our merge emails 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 instructs so using is truly simple you can get started totally free by simply 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 details of Streak, let me offer some context about my profession and how it connects to. As an independent journalist, I’ve worked with numerous clients, managed several tasks all at once, and kept a substantial network of contacts. Balancing these responsibilities can be overwhelming, and I recognized the need for a centralized system to improve my operations.
In my mission for an option, I checked out various platforms but discovered them to be either too expensive or too complicated 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 seamlessly integrates with Gmail, making it ideal for independent reporters who heavily count on email communication. Here are some crucial advantages of using for your freelance journalism employing procedure:.
Intuitive Email Tracking and Company:.
allows you to track and organize your emails easily, giving you a clear summary of your communications with clients, leads, and collaborators.
You can develop personalized pipelines straight within your inbox, making it simple to manage and keep track of the progress of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to envision and handle your sales procedure from list building to job completion.
You can classify contacts, develop custom-made phases, set tips, and track interactions, ensuring that no opportunity slips through the fractures.
Seamless Partnership and Team Effort:.
assists in collaboration by allowing you to share pipelines and communicate with employee within the platform.
You can designate tasks, share essential emails, and collaborate in real-time, enhancing productivity and making sure everyone stays on the very same page.
‘s flexible workflow system enables you to tailor your pipelines and automate recurring tasks.
You can produce templates for common e-mail responses, schedule follow-ups, and established suggestions, saving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in independent journalism, provides advantages in terms of coding and software development. Here’s how:.
supplies a robust API and substantial designer documents, making it simple to integrate with other tools and construct customized options.
This flexibility allows independent reporters with coding skills to extend the performance of and tailor it to their particular requirements.
Project Management for Software Advancement:.
‘s pipeline function can be adjusted to manage software development tasks, from ideation to implementation.
You can produce custom-made phases for different advancement phases, designate jobs to staff member, and track progress efficiently.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive user interface and user friendly features, decreasing the finding out curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collective features that enhance teamwork and communication.
Developer-friendly API for combination and modification.
Cost-effective option for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation functions.
Reliance on Gmail for complete functionality, limiting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While deals considerable advantages for freelance journalists, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
offers a more cost effective service, particularly for freelancers and small businesses.
HubSpot has a free variation, but advanced features require a higher-tier paid subscription.
Functions and Complexity:.
provides a more extensive suite of features, including sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, offering a streamlined experience.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is advantageous for users greatly reliant on email interaction.
As a freelance journalist, handling your hiring process and customer relationships is vital to your success. offers a economical and user-friendly solution that effortlessly integrates with Gmail, enabling you to improve your operations and concentrate on your craft. While it may not have the advanced features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a content, editor, or author 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.