As a skilled freelance reporter, I comprehend the challenges of managing tasks, tracking leads, and nurturing customer relationships. In this post, I will dive into the benefits of utilizing for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for beginners hey men invite back in this video I will be showing you how to use Streak Prospect Crm Database for your customer relations cooperation communication and a lot more so let’s get into it first of all you require to go to streak.com and you will arrive at this website right here now is a sort of CRM that we can add to our simple Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is actually incredible and I’ll reveal you how to do that as a total newbie it will help you customize a perfect process for your group and you will have the ability to get your work done now let’s really get into the procedure now is offered as an extension and it’s entirely totally free so when you get to the site you’ll get this choice 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 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 simply sign in make certain to sign.
into the same Gmail that you have included the uh you understand streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click enable after including this is what your Gmail will look like now you can see here in our basic you know folders we are getting recently viewed all tracked emails and updated reply and after that 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 is like our new control panel for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go produce a brand-new pipeline let’s actually do that you will click new pipeline here and we have different choices first off we have the stages so this is where you will pick these phases for your pipeline and you can actually we have a lead contacted pitched demonstration working out close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source concern market offer size company size close rate email thread count days and state and notes so if you wish to add another phase you will click this Plus at the top and you will provide your stage a name let’s say that you actually wished to produce another um you understand phase here for example 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 really select different colors for each of the stages however I believe all of these are actually already produced so this is in fact quite impressive what I will do is I will actually eliminate this one and if you seem like there is um I believe pitched and demonstration are kind of like the very same thing we simply choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s get rid of the demonstration here and then we have negotiating with negotiating I can go with 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 various fields that you want so you will click on this plus here and we have totally free type a date check box drop down General e-mail email tracking task calls and conferences 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 actually missing out on and I’ll in fact reorganize and put the notes here fine e-mail thread count close date alright business’s size offer size and Business size alright let’s eliminate the business size and I’m gon na in fact find something else within the basic where we have developed by date created fans and more so I actually want to choose the created.
by or maybe the fans because I wish to monitor my team members that are really 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 lot of alternatives readily available within streak is actually among the most convenient and among the most uh you understand versatile out there it’s really easy to use with templates we have projects too within my project again if I didn’t want to go for these sales if I finished with jobs then I can go with the task 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 provide it various different colors we also have service Dev here you can see then we have employing so if you do hiring then this is going to be your phases job search investor fundraising others realty assistance and customized So within our assistance you can see we have actually inbound assigned dealing with dealt with and sound this is in fact respectable and we likewise have custom-made where I can in fact start something from the scratch totally according to my service for me we merely have the sales so I’m gon na choose 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 produce now it will simply take a second for a street to produce a pipeline for me so you can see this in fact looks respectable now I will have the ability to include my Lead Series so you can in fact click this fall and we have manage phase or rename so as I proceed as I include various leads here what I I will do is I’ll just merely click and I’ll have the ability to add 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 new and click on go into so now you can see we have actually one lead created let’s say 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 add another lead let’s call it new 2 we can really open this up in a brand-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 say there was a called as well there’s one negotiating so I’ll just simply click new now when you develop a lead we can actually click on this link and it will now open up the various fields that we added so this is a new Elite that I produced and we have all of these various columns we have the fields that we developed remember and then we have welcome teammates so from here I can welcome the team members we have add columns we have emails files and comments you can switch to the e-mails and it will show you the emails that you got in files we can even publish files and after that we have the comments at the top here once 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 as soon as you’re done 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 information collected 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 choose different leads from here the stages and we can carry out bulk actions such as deleting and sharing too uh another thing with srix at the top you will be able to see we have private option we have these three dots where we can find these phases Combinations and automation this is among the crucial ones click here and you’ll be able to actually integrate um other apps within yourr transfer information for notifications for automations custom builds 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 change to my various folders that we have here and I can develop a brand-new pipeline we can change to our easy Gmail really easily from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have created we will even have our combine emails now with our so this is the merge email and with combine e-mail what takes place is I can actually create a follow-up emails and different storage e-mails here and we have active instructs so using is truly easy you can get going for free by just including the integration and now you understand how to utilize as a complete beginner don’t.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me supply some context about my career and how it relates to. As a self-employed journalist, I’ve worked with many clients, managed numerous tasks simultaneously, and preserved a substantial network of contacts. Juggling these duties can be overwhelming, and I recognized the requirement for a centralized system to enhance my operations.
In my mission for a service, I checked out numerous platforms however found them to be either too costly or too complicated for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly integrates with Gmail, making it ideal for self-employed reporters who heavily rely on e-mail communication. Here are some essential benefits of using for your freelance journalism working with process:.
Instinctive Email Tracking and Company:.
enables you to track and organize your emails easily, providing you a clear introduction of your interactions with customers, leads, and collaborators.
You can produce adjustable pipelines directly within your inbox, making it easy to manage and keep track of the development of your assignments and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and handle your sales process from list building to job conclusion.
You can categorize contacts, develop custom-made stages, set tips, and track interactions, ensuring that no chance slips through the fractures.
Smooth Collaboration and Team Effort:.
helps with partnership by enabling you to share pipelines and interact with staff member within the platform.
You can designate tasks, share important emails, and collaborate in real-time, enhancing productivity and guaranteeing everybody remains on the very same page.
‘s versatile workflow system allows you to personalize your pipelines and automate repetitive jobs.
You can develop templates for typical e-mail actions, schedule follow-ups, and established suggestions, saving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, provides advantages in terms of coding and software advancement. Here’s how:.
offers a robust API and substantial developer documents, making it easy to integrate with other tools and develop custom-made options.
This versatility enables self-employed journalists with coding skills to extend the functionality of and tailor it to their specific requirements.
Project Management for Software Advancement:.
‘s pipeline function can be adjusted to handle software advancement jobs, from ideation to deployment.
You can develop custom-made phases for different development stages, assign jobs to team members, and track progress efficiently.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive user interface and user friendly features, decreasing the learning curve.
Customizable pipelines and workflows to adapt to private requirements.
Collaborative functions that enhance teamwork and communication.
Developer-friendly API for integration and modification.
Cost-efficient solution for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation functions.
Dependence on Gmail for full functionality, limiting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While offers considerable benefits for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more budget-friendly service, particularly for freelancers and small companies.
HubSpot has a free variation, however advanced features require a higher-tier paid subscription.
Functions and Intricacy:.
offers a more extensive suite of functions, consisting of advanced marketing automation and analytics.
focuses on simpleness and ease of use, using a streamlined experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is beneficial for users greatly reliant on email communication.
As a freelance reporter, managing your hiring procedure and client relationships is paramount to your success. offers a user-friendly and budget-friendly option that flawlessly incorporates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it might not have the innovative features of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a author, editor, or material creator, can empower you to take control of your freelance journalism career by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.