As an experienced freelance reporter, I comprehend the difficulties of managing tasks, tracking leads, and nurturing client relationships. In this article, I will delve into the advantages of using for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for beginners hey people welcome back in this video I will be revealing you how to utilize Crm Tool Similar To Streak for your customer relations collaboration communication and far 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 sort of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is truly incredible and I’ll show you how to do that as a complete novice it will help you customize a best procedure for your team and you will be able to get your work done now let’s actually enter into the process now is offered as an extension and it’s totally complimentary so once you get to the site 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 contribute to Chrome click on ADD extension and your extension will be included fine it’s done and now it is contributing 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 merely sign in ensure 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 on allow after including this is what your Gmail will look like now you can see here in our basic you understand folders we are getting just recently viewed all tracked e-mails and upgraded 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 resembles our new dashboard for here I’ll have the ability to develop 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 develop a brand-new pipeline let’s actually do that you will click on brand-new pipeline here and we have various choices firstly we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have a lead contacted pitched demonstration negotiating close phone closed uh you understand then we have supporting alright then we have Fields so in fields we have a date of last e-mail last email from lead Source concern market offer size company size close rate e-mail thread count days and state and keeps in mind so if you wish to include another phase you will click this Plus at the top and you will offer your phase a name let’s say that you in fact wanted to develop another um you know stage here for example 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 choose different colors for each of the stages however I believe all of these are really currently created so this is actually quite remarkable what I will do is I will actually eliminate this one and if you seem like there is um I think pitched and demo are type of like the exact same thing we just go with 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 go with 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 complimentary kind a date check box fall General email e-mail tracking job 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 choose this one here this is the field that was really missing and I’ll really reorganize and put the notes here alright email thread count close date fine business’s size deal size and Company size alright let’s get rid of the company size and I’m gon na actually find something else within the basic where we have actually created by date developed followers and more so I really wish to go for the produced.
by or maybe the followers because I want to track my team members that are actually following this so I will you know put it right here now these are the some of the fields that I wanted for my pipeline now you can see there are a lot of options available within streak is in fact one of the simplest and one of the most uh you understand versatile out there it’s extremely easy to use with design templates we have tasks too within my job once again if I didn’t want to go for these sales if I made with jobs then I can go with the task stages right here and 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 offer it different various colors we also have service Dev here you can see then we have hiring so if you do employing then this is going to be your stages task search investor fundraising others property assistance and custom-made So within our assistance you can see we have actually incoming designated working on dealt with and sound this is really pretty good and we also have customized where I can really start something from the scratch completely according to my organization for me we merely have the sales so I’m gon na choose the sales here and click on produce private or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click create now it will just take a 2nd for a street to produce a pipeline for me so you can see this really looks pretty good now I will have the ability to add my Lead Series so you can in fact click this fall and we have handle phase or rename so as I proceed as I add various 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 ADD box here and I’m going to include a box in the lead area here and let’s just call it new and click on go into so now you can see we have actually one lead developed let’s say that there is actually 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 2 we can actually open this up in a brand-new tab from here too but I’m just for now I’m just gon na work by doing this now you can see we have 2 leads then let’s state there was a contacted also there’s one negotiating so I’ll just simply click brand-new now once you produce a lead we can really click on this link and it will now open up the different fields that we included so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we produced keep in mind and after that we have invite colleagues so from here I can welcome the employee we have add columns we have e-mails files and comments you can switch to the emails 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 once 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 once you’re done with this you can actually click 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 called 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 perform bulk actions such as erasing and sharing also uh one more thing with srix at the top you will have the ability to see we have personal choice we have these 3 dots where we can find these stages Combinations and automation this is among the important ones click on this link and you’ll be able to in fact incorporate um other apps within yourr transfer information for notices for automations custom constructs and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they extremely easily and produce our CSV files likewise 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 basic Gmail really easily from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have produced we will even have our combine emails now with our so this is the combine e-mail and with merge email what happens is I can in fact produce a follow-up emails and various storage emails here and we have active advises so utilizing is actually simple you can begin totally free by simply adding the integration and now you know how to utilize as a total novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me supply some context about my career and how it associates with. As a self-employed reporter, I have actually dealt with various clients, handled several jobs at the same time, and kept a comprehensive network of contacts. Balancing these duties can be frustrating, and I acknowledged the need for a central system to enhance my operations.
In my mission for a service, I explored numerous platforms however found them to be either too complex or too costly for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly integrates with Gmail, making it ideal for self-employed reporters who greatly rely on email interaction. Here are some essential benefits of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Organization:.
enables you to track and arrange your emails effortlessly, offering you a clear overview of your communications with clients, leads, and partners.
You can create adjustable pipelines directly within your inbox, making it simple to keep track of the progress and manage of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to visualize and manage your sales process from list building to job conclusion.
You can classify contacts, develop custom phases, set reminders, and track interactions, guaranteeing that no chance slips through the fractures.
Smooth Collaboration and Team Effort:.
helps with partnership by permitting you to share pipelines and interact with employee within the platform.
You can designate jobs, share crucial e-mails, and work together in real-time, boosting efficiency and ensuring everyone stays on the exact same page.
‘s versatile workflow system enables you to tailor your pipelines and automate repeated tasks.
You can produce design templates for common email reactions, schedule follow-ups, and set up pointers, conserving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in independent journalism, provides benefits 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 construct custom solutions.
This flexibility allows freelance journalists with coding skills to extend the functionality of and tailor it to their particular requirements.
Project Management for Software Advancement:.
‘s pipeline function can be adjusted to handle software application development jobs, from ideation to release.
You can produce custom-made phases for different development stages, designate tasks to employee, and track progress efficiently.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
Instinctive interface and easy-to-use features, lessening the learning curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collaborative functions that enhance team effort and interaction.
Developer-friendly API for integration and personalization.
Cost-effective option for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation features.
Reliance on Gmail for full performance, limiting compatibility with other email companies.
Contrast with HubSpot CRM:.
While deals substantial advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
offers a more inexpensive solution, specifically for freelancers and small companies.
HubSpot has a free version, however advanced features need a higher-tier paid subscription.
Functions and Complexity:.
provides a more comprehensive suite of functions, including innovative marketing automation and analytics.
concentrates on simplicity and ease of use, providing a structured experience.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is beneficial for users heavily reliant on e-mail interaction.
As an independent journalist, managing your hiring process and client relationships is paramount to your success. offers a instinctive and budget friendly option that seamlessly incorporates with Gmail, enabling you to simplify your operations and focus on your craft. While it might not have the sophisticated functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a material, writer, or editor developer, can empower you to take control of your freelance journalism profession by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.