As a seasoned freelance reporter, I understand the challenges of handling tasks, tracking leads, and nurturing customer relationships. In this short article, I will delve into the benefits of utilizing 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 novices hey men welcome back in this video I will be revealing you how to use Streak Edit Existing Properties Contact Crm for your client relations collaboration interaction and a lot more so let’s enter into it first of all 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 contribute to our basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is really fantastic and I’ll show you how to do that as a complete novice it will help you personalize a perfect process for your group and you will have the ability to get your work done now let’s really enter the process now is offered as an extension and it’s entirely totally free so when 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 on add to Chrome click on ADD extension and your extension will be included okay 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 merely sign in make certain to sign.
into the same Gmail that you have actually added the uh you know streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click on permit after including this is what your Gmail will look like now you can see here in our easy you know folders we are getting just recently viewed all tracked e-mails and updated reply and after that we have this brand-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 is like our brand-new dashboard for here I’ll have the ability to produce a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go create a brand-new pipeline let’s actually do that you will click brand-new pipeline here and we have various options first of all we have the stages so this is where you will pick these stages for your pipeline and you can really we have a lead called pitched demo negotiating close phone closed uh you understand then we have supporting all right then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority market deal size business size close rate e-mail thread count days and state and notes so if you want to include another phase you will click on this Plus on top and you will give your stage a name let’s state that you actually wanted to create 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 choose various colors for each of the stages however I think all of these are really currently developed so this is actually pretty excellent what I will do is I will in fact get rid of this one and if you seem like there is um I believe pitched and demo are type of like the very same thing we just go with the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s eliminate the demo here and then we have working out 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 this plus here and we have free kind a date check box drop down General email e-mail tracking task calls and conferences 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 and I’ll really reorganize and put the notes here all right e-mail thread count close date okay company’s size deal size and Company size all right let’s eliminate the company size and I’m gon na in fact discover something else within the basic where we have actually produced by date developed fans and more so I actually wish to opt for the produced.
by or possibly the followers due to the fact that I want to monitor my team members that are really following this so I will you know 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 lot of options available within streak is in fact one of the simplest and among the most uh you understand flexible out there it’s extremely easy to use with templates we have projects too within my project once again if I didn’t want to opt for these sales if I finished with projects then I can opt for the job stages right here and once again the fields the procedure is going to be similar you will select these phases from here on this plus button here and you can also give it various different colors we also have service Dev here you can see then we have employing so if you do working with then this is going to be your stages task search investor fundraising others real estate assistance and custom So within our assistance you can see we have inbound assigned working on resolved and sound this is actually pretty good and we likewise have custom where I can really start something from the scratch absolutely according to my service for me we simply have the sales so I’m gon na opt for 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 choose the shared one here and click on produce now it will just 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 have the ability to add my Lead Series so you can really click this drop down and we have handle phase or rename 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 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 new and click on go into so now you can see we have actually one lead created let’s say that there is really closed one so I’m going to add 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 two we can actually open this up in a brand-new tab from here too however I’m just for now I’m just gon na work this way now you can see we have two leads then let’s say there was a called too there’s one negotiating so I’ll just simply click brand-new now when you develop a lead we can really click here and it will now open the various fields that we added 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 keep in mind and after that we have invite teammates so from here I can welcome the team members we have include columns we have e-mails files and comments you can change to the e-mails 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 conference notes and we even have our.
attachments so this is how you develop a lead within your once you’re made with this you can in fact click enter 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 gotten in touch with and something like this and this is where you will be getting your list we can select different leads from here the stages and we can carry out bulk actions such as deleting and sharing too uh another thing with srix on top you will have the ability to see we have private option we have these 3 dots where we can find these stages Combinations and automation this is one of the crucial ones click on this link and you’ll have the ability to actually integrate um other apps within yourr transfer data for notices for automations custom-made develops and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export information they extremely easily and create our CSV files similarly now I can switch to my various folders that we have here and I can produce a brand-new pipeline we can change to our basic Gmail extremely quickly from here and it will likewise show me the emails that I will be receiving for my pipelines that I have created we will even have our merge emails now with our so this is the merge email and with merge e-mail what happens is I can in fact develop a follow-up e-mails and different storage emails here and we have active instructs so utilizing is truly simple you can start totally free by simply adding the combination and now you know how to utilize as a total novice don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it connects to. As a self-employed reporter, I have actually worked with numerous customers, managed several tasks all at once, and preserved an extensive network of contacts. Balancing these responsibilities can be frustrating, and I acknowledged the need for a central system to improve my operations.
In my quest for a solution, I checked out various platforms but discovered them to be either too complicated or too costly 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 client relationship management tool that perfectly integrates with Gmail, making it perfect for freelance reporters who greatly depend on e-mail communication. Here are some crucial benefits of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Company:.
allows you to track and arrange your e-mails easily, offering you a clear overview of your communications with customers, leads, and partners.
You can produce adjustable pipelines straight within your inbox, making it easy to handle and keep an eye on the progress of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to picture and handle your sales process from list building to project conclusion.
You can classify contacts, develop customized stages, set reminders, and track interactions, ensuring that no opportunity slips through the cracks.
Seamless Partnership and Teamwork:.
helps with collaboration by allowing you to share pipelines and communicate with team members within the platform.
You can assign tasks, share essential emails, and work together in real-time, boosting productivity and guaranteeing everyone remains on the exact same page.
‘s flexible workflow system enables you to tailor your pipelines and automate recurring jobs.
You can develop design templates for typical email reactions, schedule follow-ups, and set up pointers, saving you valuable effort and time.
in Regards to Coding and Software application:.
Beyond its application in independent journalism, offers benefits in regards to coding and software application development. Here’s how:.
offers a robust API and comprehensive developer paperwork, making it easy to integrate with other tools and develop customized solutions.
This versatility allows freelance reporters with coding abilities to extend the performance of and customize it to their particular requirements.
Task Management for Software Application Advancement:.
‘s pipeline function can be adjusted to handle software development tasks, from ideation to deployment.
You can create customized stages for various advancement phases, assign jobs to staff member, and track progress effectively.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
User-friendly interface and easy-to-use functions, decreasing the discovering curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collective functions that boost team effort and communication.
Developer-friendly API for integration and personalization.
Affordable option for freelancers and small businesses.
Minimal reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for full performance, limiting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While deals significant benefits for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more budget friendly service, especially for freelancers and small companies.
HubSpot has a totally free variation, however advanced functions need a higher-tier paid membership.
Features and Complexity:.
offers a more thorough suite of functions, consisting of innovative marketing automation and analytics.
concentrates on simpleness and ease of use, using a streamlined experience.
Both and incorporate with different third-party tools.
‘s smooth combination with Gmail is helpful for users heavily reliant on email interaction.
As a freelance reporter, managing your hiring process and customer relationships is paramount to your success. offers a intuitive and economical option that flawlessly integrates with Gmail, allowing you to improve your operations and focus on your craft. While it may not have the advanced functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a material, editor, or author developer, can empower you to take control of your freelance journalism profession by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism undertakings.