As a skilled freelance journalist, I understand the obstacles of handling projects. Agence Streak Crm …tracking leads, and supporting customer relationships. Over the years, I’ve experimented with various tools to streamline my workflow and improve efficiency. One tool that has really reinvented my hiring procedure. In this post, I will explore the benefits of using for freelance journalism, explore its features in regards to sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for newbies hey men invite back in this video I will be showing you how to use Agence Streak Crm for your client relations cooperation communication and a lot more so let’s enter into it first off you require to go to streak.com and you will land on 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 actually fantastic and I’ll reveal you how to do that as a complete beginner it will help you tailor an ideal process for your team and you will be able to get your work done now let’s actually get into the process now is available as an extension and it’s entirely complimentary so as soon as you get to the website you’ll get this alternative here which is add 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 all right 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 merely sign in make sure to sign.
into the very same Gmail that you have 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 permit after including this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting just recently seen all tracked e-mails and upgraded reply and then 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 resembles our brand-new dashboard for here I’ll be able to create a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go create a new pipeline let’s actually do that you will click brand-new pipeline here and we have different options first off we have the stages so this is where you will select these phases for your pipeline and you can really we have a lead gotten in touch with pitched demo working out close phone closed uh you know then we have nurturing 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 business size close rate e-mail thread count days and state and keeps in mind so if you want to include another phase you will click this Plus at the top and you will provide your phase 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 give it your color so we can really pick different colors for each of the stages however I think all of these are in fact already created so this is actually pretty outstanding what I will do is I will actually get rid of 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 demo two what I’ll do is actually let’s get rid of the demonstration here and after that we have working out 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 on this plus here and we have complimentary kind a date check box fall General email e-mail tracking task 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 go with this one here this is the field that was really missing out on and I’ll in fact reorganize and put the notes here okay e-mail thread count close date fine company’s size offer size and Company size okay let’s get rid of the company size and I’m gon na in fact find something else within the general where we have developed by date developed fans and more so I in fact want to opt for the developed.
by or perhaps the followers because I wish to track 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 desired for my pipeline now you can see there are a great deal of options offered within streak is really one of the most convenient and among the most uh you know versatile out there it’s really easy to use with templates we have projects too within my task once again if I didn’t want to opt for these sales if I did with projects then I can choose the task stages right here and again the fields the procedure is going to be comparable you will select these stages from here on this plus button here and you can likewise give it various various colors we also have business Dev here you can see then we have working with so if you do working with then this is going to be your phases job search investor fundraising others realty support and custom So within our support you can see we have incoming assigned dealing with resolved and sound this is really pretty good and we likewise have customized where I can actually start something from the scratch totally according to my business for me we just have the sales so I’m gon na go with the sales here and click on develop private or.
shared so I will be sharing this with an employee so I’m going to go with the shared one here and click on create now it will just take a second for a street to produce a pipeline for me so you can see this in fact looks respectable now I will be able to include my Lead Series so you can actually click this drop down and we have manage stage or rename so as I continue as I include different leads here what I I will do is I’ll just merely 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 section here and let’s just call it new and click on go into so now you can see we have one lead developed 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 add another lead let’s call it brand-new two we can in fact open this up in a brand-new tab from here too however I’m just for now I’m just gon na work by doing this now you can see we have two leads then let’s state there was a gotten in touch with also there’s one working out so I’ll just simply click new now once you create 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 created and we have all of these different columns we have the fields that we developed remember and after that 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 show you the emails that you got in files we can even submit 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.
accessories so this is how you produce a lead within your as soon as you’re made with this you can really click get in and it will be closed now it will reveal you something like this we have all of our information 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 pick different leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh another thing with srix on 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 on this link and you’ll have the ability to really integrate um other apps within yourr transfer information for notifications for automations customized builds and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they very quickly and create our CSV files likewise now I can switch to my different folders that we have here and I can produce a new pipeline we can change to our basic Gmail really quickly from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have actually developed we will even have our combine emails now with our so this is the merge email and with merge e-mail what happens is I can really create a follow-up emails and various storage emails here and we have active instructs so using is actually simple you can get going totally free by simply including the combination and now you understand how to use as a total beginner do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me offer some context about my profession and how it relates to. As a freelance reporter, I have actually dealt with many customers, handled several tasks all at once, and maintained a comprehensive network of contacts. Juggling these obligations can be overwhelming, and I recognized the need for a centralized system to streamline my operations.
In my mission for a solution, I explored different platforms but discovered them to be either too expensive or too complex for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly integrates with Gmail, making it perfect for independent journalists who greatly depend on email interaction. Here are some essential benefits of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Organization:.
allows you to track and organize your emails easily, giving you a clear summary of your communications with customers, leads, and partners.
You can develop personalized pipelines straight within your inbox, making it simple to handle and keep an eye on the development of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to picture and handle your sales procedure from lead generation to job completion.
You can categorize contacts, develop custom stages, set suggestions, and track interactions, guaranteeing that no chance slips through the cracks.
Seamless Partnership and Team Effort:.
facilitates collaboration by enabling you to share pipelines and communicate with team members within the platform.
You can appoint jobs, share essential emails, and team up in real-time, improving efficiency and guaranteeing everybody remains on the very same page.
‘s versatile workflow system enables you to customize your pipelines and automate repetitive tasks.
You can develop templates for common email responses, schedule follow-ups, and set up tips, saving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, uses benefits in regards to coding and software application development. Here’s how:.
provides a robust API and comprehensive designer paperwork, making it simple to integrate with other tools and construct custom options.
This versatility permits self-employed reporters with coding skills to extend the functionality of and tailor it to their specific needs.
Task Management for Software Application Development:.
‘s pipeline feature can be adjusted to handle software application development jobs, from ideation to release.
You can create custom-made phases for different advancement phases, assign tasks to team members, and track development efficiently.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
Instinctive interface and easy-to-use features, lessening the learning curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collective functions that enhance team effort and interaction.
Developer-friendly API for combination and modification.
Cost-effective service for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Reliance on Gmail for complete functionality, limiting compatibility with other email providers.
Contrast with HubSpot CRM:.
While offers considerable benefits for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
provides a more cost effective solution, particularly for freelancers and small businesses.
HubSpot has a complimentary version, but advanced features require a higher-tier paid subscription.
Functions and Complexity:.
supplies a more detailed suite of features, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, providing a streamlined experience.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is advantageous for users greatly reliant on email interaction.
As a self-employed reporter, handling your hiring procedure and client relationships is paramount to your success. offers a inexpensive and user-friendly service that flawlessly integrates with Gmail, allowing you to improve your operations and focus on your craft. While it might not have the innovative features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re a content, author, or editor creator, can empower you to take control of your freelance journalism career by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.