As a skilled freelance reporter, I understand the challenges of managing jobs, tracking leads, and nurturing customer relationships. In this article, I will dig into the benefits of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for newbies hey people welcome back in this video I will be revealing you how to utilize Dive Into Streak: An Introduction To Streak Crm Tickets for your customer relations partnership communication and far more so let’s get into it firstly you require to go to streak.com and you will land on this site right here now is a type of CRM that we can contribute 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 complete beginner it will help you personalize an ideal process for your team and you will have the ability to get your work done now let’s in fact get into the process now is available as an extension and it’s entirely complimentary so as soon as you get to the site you’ll get this alternative 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 contribute to Chrome click on ADD extension and your extension will be added 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 just sign in ensure to sign.
into the 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 merely scroll down and click on allow after adding 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 e-mails and updated reply and then we have this brand-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 merges so you can see this is like our brand-new dashboard for here I’ll be able to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go create a brand-new pipeline let’s in fact do that you will click on brand-new pipeline here and we have various alternatives to start with we have the stages so this is where you will pick these stages for your pipeline and you can really we have a lead contacted pitched demo negotiating close phone closed uh you know then we have nurturing all right then we have Fields so in fields we have a date of last e-mail last email from lead Source concern market deal size company size close rate email 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 stage a name let’s say that you really wanted to develop another um you understand phase here for instance let’s say I didn’t have no strings so I can create right here.
and you can give it your color so we can actually select different colors for each of the stages however I believe all of these are actually currently developed so this is in fact quite outstanding what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demonstration are type of like the exact same thing we simply opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is actually let’s eliminate the demo here and then we have negotiating with negotiating I can choose 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 this plus here and we have totally free kind a date check box drop down General e-mail email tracking job 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 really rearrange and put the notes here okay email thread count close date alright business’s size offer size and Company size fine let’s eliminate the business size and I’m gon na really discover something else within the general where we have actually produced by date developed followers and more so I actually want to choose the created.
by or maybe the fans since I want to keep an eye on my staff member that are really 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 choices offered within streak is really among the simplest and one of the most uh you understand flexible out there it’s very easy to use with design templates we have tasks too within my project again if I didn’t wish to go for these sales if I finished with jobs then I can opt for the task phases right here and once again the fields the procedure is going to be similar you will choose these phases from here on this plus button here and you can likewise give it various different colors we also have company Dev here you can see then we have hiring so if you do employing then this is going to be your stages job search financier fundraising others real estate support and customized So within our assistance you can see we have incoming designated working on solved and sound this is actually pretty good and we also have custom 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 produce 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 on create now it will simply take a second for a street to develop a pipeline for me so you can see this actually looks respectable now I will be able to add my Lead Series so you can in fact click this drop down and we have manage phase or relabel 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 the top here include a box so click ADD box here and I’m going to include a box in the lead section here and let’s just call it brand-new and click enter so now you can see we have one lead developed 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 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 in this manner now you can see we have two leads then let’s state there was a called also there’s one negotiating so I’ll just merely click brand-new now once you produce a lead we can really click on this link and it will now open the various 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 remember and after that we have invite colleagues so from here I can invite the team members we have include columns we have e-mails 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 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 once you’re done with this you can really click on go into and it will be closed now it will show you something like this we have all of our information 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 choose various leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh one more thing with srix on top you will be able to see we have personal option we have these three dots where we can find these stages Combinations and automation this is among the crucial ones click on this link and you’ll be able to actually incorporate um other apps within yourr transfer information for notices for automations custom-made constructs and more we can also 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 various folders that we have here and I can develop a brand-new pipeline we can switch to our basic Gmail extremely easily from here and it will also reveal me the e-mails 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 email and with combine email what happens is I can in fact produce a follow-up e-mails and various storage emails here and we have active instructs so using is truly easy you can start totally free by just including the combination and now you know how to utilize as a total newbie do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me offer some context about my profession and how it relates to. As an independent reporter, I have actually worked with numerous clients, managed numerous jobs concurrently, and maintained an extensive network of contacts. Juggling these duties can be frustrating, and I acknowledged the requirement for a centralized system to enhance my operations.
In my quest for a service, I explored numerous platforms however discovered them to be either too expensive or too intricate for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly integrates with Gmail, making it ideal for freelance journalists who heavily count on email interaction. Here are some crucial benefits of using for your freelance journalism employing process:.
Instinctive Email Tracking and Organization:.
permits you to track and organize your emails effortlessly, providing you a clear overview of your communications with clients, leads, and collaborators.
You can develop customizable pipelines straight within your inbox, making it easy to handle and keep track of the progress of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to imagine and manage your sales process from lead generation to job completion.
You can categorize contacts, create custom phases, set reminders, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Cooperation and Team Effort:.
facilitates collaboration by enabling you to share pipelines and communicate with staff member within the platform.
You can appoint jobs, share essential emails, and team up in real-time, improving efficiency and ensuring everybody stays on the same page.
‘s versatile workflow system allows you to personalize your pipelines and automate recurring jobs.
You can create design templates for typical email reactions, schedule follow-ups, and set up tips, saving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, uses advantages in regards to coding and software development. Here’s how:.
supplies a robust API and substantial developer paperwork, making it easy to incorporate with other tools and develop customized solutions.
This flexibility enables self-employed reporters with coding abilities to extend the functionality of and customize it to their specific requirements.
Task Management for Software Application Development:.
‘s pipeline function can be adjusted to manage software advancement jobs, from ideation to release.
You can produce custom phases for different advancement stages, appoint tasks to employee, and track development effectively.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Instinctive interface and user friendly functions, minimizing the learning curve.
Customizable pipelines and workflows to adjust to private requirements.
Collaborative functions that boost team effort and interaction.
Developer-friendly API for combination and modification.
Cost-effective option for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for complete functionality, limiting compatibility with other email providers.
Contrast with HubSpot CRM:.
While offers considerable benefits for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more affordable option, specifically for freelancers and small businesses.
HubSpot has a complimentary version, but advanced features require a higher-tier paid subscription.
Features and Complexity:.
offers a more thorough suite of functions, including innovative marketing automation and analytics.
focuses on simpleness and ease of use, providing a streamlined experience.
Both and incorporate with different third-party tools.
‘s seamless integration with Gmail is useful for users heavily reliant on email interaction.
As an independent reporter, managing your hiring process and customer relationships is paramount to your success. offers a user-friendly and budget-friendly solution that flawlessly integrates with Gmail, allowing you to enhance your operations and focus on your craft. While it might not have the advanced functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a content, author, or editor developer, can empower you to take control of your freelance journalism career by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.