As an experienced freelance reporter, I understand the difficulties of handling projects, tracking leads, and supporting client relationships. In this article, 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 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 What Are The Maximun Number Of Contacts In Streak Crm for your consumer relations cooperation communication and much more so let’s enter it to start with you require to go to streak.com and you will arrive at 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 Center and we can really turn our Gmail into a platform which is really remarkable and I’ll reveal you how to do that as a complete beginner it will help you customize an ideal procedure for your group and you will be able to get your work done now let’s in fact enter the process now is offered as an extension and it’s totally free so when you get to the website you’ll get this option 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 contribute to Chrome click on ADD extension and your extension will be included alright it’s done and now it is adding to Gmail and it will take me straight 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 exact same Gmail that you have added the uh you understand streak to now it will ask you for your access and we’re gon na simply scroll down and click on enable after including this is what your Gmail will appear like now you can see here in our easy you know folders we are getting just recently viewed all tracked emails and upgraded reply and then we have this 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 brand-new dashboard for here I’ll be able to create a brand-new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go create a brand-new pipeline let’s in fact do that you will click new pipeline here and we have various alternatives firstly we have the stages so this is where you will select these phases for your pipeline and you can in fact we have a lead contacted pitched demonstration working out close phone closed uh you understand then we have supporting okay then we have Fields so in fields we have a date of last email last email from lead Source priority market deal size company size close rate e-mail thread count days and state and notes so if you wish to include another stage you will click on this Plus on top and you will offer your stage a name let’s say that you actually wished to create another um you know stage here for instance let’s state I didn’t have no strings so I can create right here.
and you can offer it your color so we can actually select different colors for each of the stages however I think all of these are really currently created so this is actually quite outstanding what I will do is I will really get rid of this one and if you feel like there is um I believe pitched and demo are type of like the very same thing we just choose the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s get rid of the demo here and then we have negotiating with negotiating I can opt for 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 different fields that you desire so you will click this plus here and we have complimentary kind a date check box fall General e-mail e-mail tracking job calls and meetings 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 really missing and I’ll actually reorganize and put the notes here all right email thread count close date alright business’s size deal size and Business size fine let’s get rid of the business size and I’m gon na really discover something else within the basic where we have actually developed by date created followers and more so I in fact want to choose the created.
by or maybe the followers due to the fact that I want 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 a few of the fields that I wanted for my pipeline now you can see there are a great deal of options available within streak is really among the simplest and one of the most uh you know versatile out there it’s very easy to use with design templates we have projects too within my task once again if I didn’t want to opt for these sales if I finished with projects then I can choose the task stages right here and again the fields the process is going to be comparable you will pick 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 hiring then this is going to be your phases task search financier fundraising others realty assistance and custom-made So within our assistance you can see we have actually incoming appointed working on solved and sound this is in fact pretty good and we likewise have custom where I can actually start something from the scratch completely according to my company for me we simply have the sales so I’m gon na opt for the sales here and click develop personal 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 in fact looks respectable now I will have the ability to add my Lead Series so you can really click on this drop down and we have handle stage or relabel so as I proceed as I include different leads here what I I will do is I’ll just simply click and I’ll be able to add it click on the top here add a box so click on ADD box here and I’m going to add a box in the lead area here and let’s simply call it brand-new and click go into so now you can see we have one lead created let’s say that there is really closed one so I’m going to include one here let’s just for now let’s call it new I’m going to include another lead let’s call it new two 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 this way now you can see we have 2 leads then let’s state there was a contacted too there’s one working out so I’ll just merely click on brand-new now once you create a lead we can in fact click on this link and it will now open up the various fields that we included 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 keep in mind and then we have invite teammates so from here I can welcome the employee we have add columns we have emails files and comments you can switch to the e-mails and it will reveal you the emails that you got in files we can even upload 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 create a lead within your as soon as you’re done with this you can actually click on get in and it will be closed now it will show you something like this we have all of our data 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 select various leads from here the stages and we can carry out bulk actions such as deleting and sharing also uh one more thing with srix on top you will be able to see we have private choice we have these 3 dots where we can discover these stages Combinations and automation this is one of the crucial ones click here and you’ll have the ability to in fact integrate um other apps within yourr transfer information for notifications for automations custom-made constructs and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they very quickly and develop our CSV files similarly now I can change to my different folders that we have here and I can produce a new pipeline we can change to our simple Gmail extremely quickly from here and it will also reveal me the emails that I will be receiving for my pipelines that I have actually created we will even have our combine emails now with our so this is the combine e-mail and with combine e-mail what takes place is I can in fact develop a follow-up emails and different storage emails here and we have active advises so using is actually simple you can get started totally free by simply adding the integration and now you understand how to utilize as a total newbie do not.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me supply some context about my career and how it connects to. As an independent reporter, I’ve worked with numerous clients, handled numerous jobs all at once, and preserved an extensive network of contacts. Balancing these obligations can be frustrating, and I acknowledged the requirement for a central system to enhance my operations.
In my quest for an option, I checked out numerous platforms but found them to be either too expensive or too intricate for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly incorporates with Gmail, making it ideal for self-employed reporters who heavily count on email communication. Here are some essential benefits of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Organization:.
permits you to track and organize your emails effortlessly, giving you a clear introduction of your interactions with customers, leads, and partners.
You can create adjustable pipelines directly within your inbox, making it simple to manage and keep track of the progress of your jobs and projects.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to imagine and handle your sales procedure from list building to project completion.
You can categorize contacts, produce custom-made phases, set reminders, and track interactions, making sure that no opportunity slips through the fractures.
Seamless Cooperation and Teamwork:.
facilitates collaboration by enabling you to share pipelines and communicate with employee within the platform.
You can assign jobs, share essential e-mails, and team up in real-time, boosting efficiency and guaranteeing everyone stays on the very same page.
‘s versatile workflow system allows you to customize your pipelines and automate repeated tasks.
You can develop design templates for typical email responses, schedule follow-ups, and set up tips, saving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, offers benefits in terms of coding and software application development. Here’s how:.
supplies a robust API and substantial developer documents, making it easy to integrate with other tools and build custom-made options.
This flexibility permits freelance journalists with coding skills to extend the performance of and tailor it to their particular requirements.
Task Management for Software Advancement:.
‘s pipeline feature can be adapted to manage software development projects, from ideation to implementation.
You can produce custom-made stages for various development stages, assign jobs to employee, and track development effectively.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and easy-to-use functions, lessening the discovering curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collaborative functions that improve teamwork and communication.
Developer-friendly API for combination and customization.
Economical option for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for full performance, limiting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
uses a more economical solution, especially for freelancers and small businesses.
HubSpot has a complimentary version, but advanced features need a higher-tier paid membership.
Features and Intricacy:.
offers a more comprehensive suite of features, consisting of advanced marketing automation and analytics.
concentrates on simplicity and ease of use, providing a streamlined experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is beneficial for users heavily reliant on email interaction.
As a freelance reporter, managing your hiring process and customer relationships is vital to your success. offers a budget-friendly and user-friendly option that effortlessly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it may not have the innovative functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a content, editor, or writer creator, can empower you to take control of your freelance journalism career by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.