As an experienced freelance journalist, I understand the challenges of managing jobs. Streak Froo Crm …tracking leads, and supporting customer relationships. Over the years, I’ve explore different tools to simplify my workflow and enhance effectiveness. One tool that has really revolutionized my hiring process. In this article, I will look into the benefits of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for newbies hey people welcome back in this video I will be showing you how to use Streak Froo Crm for your customer relations cooperation communication and much more so let’s get into it first off you require 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 simple Gmail to turn our Gmail into our working Center 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 beginner it will assist you personalize an ideal process for your team and you will be able to get your work done now let’s really get into the process now is offered as an extension and it’s totally totally free so as soon as you get to the website 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 contribute to Chrome click ADD extension and your extension will be added 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 sign in ensure to sign.
into the exact same Gmail that you have actually added the uh you understand streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click on allow after including this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting recently seen all tracked e-mails and upgraded reply and after that 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 combines so you can see this is like our brand-new control panel for here I’ll be able to develop a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go produce a brand-new pipeline let’s actually do that you will click brand-new pipeline here and we have different alternatives firstly we have the stages so this is where you will select 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 nurturing okay then we have Fields so in fields we have a date of last e-mail last email from lead Source top priority industry offer size company size close rate e-mail thread count days and state and notes so if you wish to add another stage you will click on this Plus at the top and you will offer your stage a name let’s say that you in fact wanted to produce another um you know stage here for example 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 really select various colors for each of the stages however I think all of these are in fact already produced so this is really quite excellent what I will do is I will in fact eliminate this one and if you seem like there is um I believe pitched and demo are sort of like the exact same thing we just go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s eliminate 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 various fields that you want so you will click this plus here and we have totally free type a date check box drop down General email email tracking task calls and conferences so I don’t 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 opt for this one here this is the field that was really missing out on and I’ll in fact reorganize and put the notes here alright e-mail thread count close date alright company’s size deal size and Company size okay let’s get rid of the company size and I’m gon na actually find something else within the basic where we have actually developed by date produced followers and more so I actually wish to go for the produced.
by or maybe the followers due to the fact that I wish to keep an eye on my employee that are actually following this so I will you know put it right here now these are the a few 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 in fact among the simplest and one of the most uh you know flexible out there it’s really easy to use with templates we have tasks too within my job once again if I didn’t wish to go for these sales if I made with jobs then I can opt for the job phases right here and again the fields the process is going to be comparable you will select these phases from here on this plus button here and you can also offer it different different colors we likewise have company Dev here you can see then we have working with so if you do working with then this is going to be your phases task search investor fundraising others property support and custom So within our assistance you can see we have actually inbound assigned dealing with dealt with and sound this is in fact pretty good and we also have customized where I can in fact start something from the scratch completely according to my service for me we just have the sales so I’m gon na choose the sales here and click on produce personal or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click produce now it will simply take a 2nd for a street to produce 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 in fact click on this drop down and we have handle phase or rename 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 on the top here include a box so click ADD box here and I’m going to add a box in the lead area here and let’s just call it brand-new and click enter so now you can see we have actually one lead produced let’s say that there is actually 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 actually open this up in a new tab from here too however I’m just for now I’m just gon na work in this manner now you can see we have two leads then let’s state there was a contacted as well there’s one working out so I’ll just simply click brand-new now once you develop a lead we can really click on this link and it will now open up the various fields that we included so this is a new Elite that I created and we have all of these different columns we have the fields that we developed remember and then we have invite teammates so from here I can welcome the employee we have add columns we have e-mails files and comments you can change to the emails and it will reveal you the e-mails that you got in files we can even upload files and after that we have the remarks 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 done 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 data gathered here and at the top we’re getting our account such as two leads one called 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 deleting and sharing as well uh another thing with srix on top you will have the ability to see we have private choice we have these three dots where we can discover these stages Integrations and automation this is one of the crucial ones click here and you’ll be able to actually integrate um other apps within yourr transfer information for notices for automations custom builds and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they really easily and produce our CSV files similarly now I can switch to my different folders that we have here and I can produce a new pipeline we can switch to our simple Gmail very quickly from here and it will also show me the emails that I will be receiving for my pipelines that I have actually created we will even have our merge emails now with our so this is the merge e-mail and with combine email what occurs is I can actually develop a follow-up e-mails and different storage emails here and we have active advises so using is actually simple you can begin for free by just including the integration and now you understand how to use as a complete beginner don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me offer some context about my career and how it relates to. As a self-employed reporter, I have actually dealt with many customers, managed several jobs at the same time, and kept a substantial network of contacts. Balancing these responsibilities can be overwhelming, and I recognized the requirement for a central system to simplify my operations.
In my quest for a service, I checked out numerous platforms but found them to be either too complex or too expensive for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly incorporates with Gmail, making it perfect for self-employed journalists who heavily count on e-mail interaction. Here are some crucial benefits of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Company:.
allows you to track and arrange your emails easily, providing you a clear overview of your communications with clients, leads, and collaborators.
You can develop customizable pipelines straight within your inbox, making it simple to manage and keep track of the development of your tasks and projects.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales procedure from lead generation to job completion.
You can categorize contacts, produce custom-made stages, set tips, and track interactions, ensuring that no chance slips through the fractures.
Smooth Partnership and Teamwork:.
helps with collaboration by permitting you to share pipelines and interact with staff member within the platform.
You can designate tasks, share essential emails, and work together in real-time, enhancing productivity and making sure everyone stays on the exact same page.
‘s flexible workflow system enables you to customize your pipelines and automate repeated tasks.
You can produce templates for common e-mail responses, schedule follow-ups, and set up pointers, saving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, provides advantages in terms of coding and software advancement. Here’s how:.
supplies a robust API and extensive designer documents, making it easy to integrate with other tools and build custom-made solutions.
This flexibility allows self-employed journalists with coding skills to extend the performance of and customize it to their specific requirements.
Project Management for Software Application Development:.
‘s pipeline function can be adapted to manage software advancement tasks, from ideation to deployment.
You can create customized stages for different development stages, designate tasks to employee, and track development effectively.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive user interface and easy-to-use features, reducing the learning curve.
Customizable pipelines and workflows to adjust to private requirements.
Collaborative functions that boost teamwork and interaction.
Developer-friendly API for integration and customization.
Cost-efficient option for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation functions.
Dependence on Gmail for full functionality, limiting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While deals significant benefits for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more inexpensive option, particularly for freelancers and small companies.
HubSpot has a totally free variation, but advanced features require a higher-tier paid membership.
Functions and Intricacy:.
supplies a more thorough suite of features, including innovative marketing automation and analytics.
focuses on simpleness and ease of use, using a streamlined experience.
Both and incorporate with different third-party tools.
‘s seamless combination with Gmail is useful for users heavily reliant on email communication.
As a self-employed journalist, handling your hiring procedure and customer relationships is vital to your success. offers a inexpensive and instinctive solution that flawlessly incorporates with Gmail, allowing you to simplify your operations and focus on your craft. While it might not have the advanced features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re an editor, material, or writer developer, can empower you to take control of your freelance journalism career by effectively handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.