As a skilled freelance reporter, I understand the difficulties of handling projects, tracking leads, and supporting client relationships. In this post, I will dig into the benefits of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for novices hey people welcome back in this video I will be revealing you how to utilize How Many Users Can You Have On Streak Crm for your customer relations partnership communication and far more so let’s get into it first off you require to go to streak.com and you will arrive at this site right here now is a sort of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is really amazing and I’ll show you how to do that as a total beginner it will assist you tailor a perfect procedure for your group and you will be able to get your work done now let’s in fact enter into the procedure now is offered as an extension and it’s entirely complimentary so when you get to the website you’ll get this alternative here which is add to Chrome and you’re.
going to choose this one now it will take you to Chrome dot google.com extensions and this is our extension here click contribute to Chrome click 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 ensure to sign.
into the exact same Gmail that you have included the uh you know streak to now it will ask you for your access and we’re gon na merely scroll down and click enable after including this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting just recently viewed all tracked e-mails and upgraded reply and after that we have this brand-new alternative 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 brand-new dashboard for here I’ll be able to produce a new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go develop a brand-new pipeline let’s in fact do that you will click brand-new pipeline here and we have various alternatives to start with we have the stages so this is where you will select these phases for your pipeline and you can actually we have a lead called pitched demonstration 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 industry offer size company 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 on top and you will give your phase a name let’s state that you really wanted to produce another um you know stage here for instance let’s state I didn’t have no strings so I can develop right here.
and you can provide it your color so we can in fact pick different colors for each of the stages however I believe all of these are really currently developed so this is really 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 demo are type of like the exact same thing we simply go with the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s eliminate the demonstration here and then 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 want so you will click on this plus here and we have complimentary kind a date check box drop down General e-mail email tracking task calls and meetings so I don’t 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 in fact missing out on and I’ll actually rearrange and put the notes here all right email thread count close date fine business’s size offer size and Company size okay let’s eliminate the business size and I’m gon na in fact discover something else within the general where we have actually created by date developed fans and more so I actually wish to opt for the developed.
by or maybe the followers because I wish to keep track of my team members that are actually following this so I will you understand 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 choices readily available within streak is actually among the simplest 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 once again if I didn’t want to choose these sales if I finished with tasks then I can choose the task phases right here and again the fields the process is going to be similar you will choose these phases from here on this plus button here and you can also give it various various colors we likewise have company Dev here you can see then we have working with so if you do hiring then this is going to be your phases job search financier fundraising others realty support and customized So within our assistance you can see we have inbound appointed working on fixed and sound this is actually respectable and we also have customized where I can actually start something from the scratch completely according to my service for me we just 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 an employee so I’m going to choose the shared one here and click on develop 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 be able to include my Lead Series so you can in fact click on this fall and we have handle phase or relabel so as I continue as I include various leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click the top here add a box so click on ADD box here and I’m going to include a box in the lead section here and let’s simply call it new and click on enter so now you can see we have actually one lead produced 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 brand-new I’m going to include another lead let’s call it new 2 we can in fact open this up in a new tab from here too but I’m just for now I’m simply 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 negotiating so I’ll just simply click on brand-new now once you develop a lead we can really click here and it will now open the different fields that we added so this is a brand-new Elite that I developed and we have all of these various columns we have the fields that we created remember and then we have welcome colleagues so from here I can invite the staff member we have include columns we have e-mails files and remarks you can change to the e-mails and it will show you the e-mails that you got in files we can even publish files and after that we have the comments at the top here again we have the call log we have our meeting notes and we even have our.
accessories so this is how you develop a lead within your when you’re made with this you can actually click on enter and it will be closed now it will reveal 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 choose different 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 have the ability to see we have personal choice we have these 3 dots where we can discover these stages Combinations and automation this is among the crucial ones click here and you’ll be able to actually incorporate um other apps within yourr transfer data for notices for automations custom-made builds and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they really quickly and create our CSV files likewise now I can switch to my various folders that we have here and I can produce a brand-new pipeline we can change to our easy Gmail very quickly from here and it will likewise show me the emails that I will be getting for my pipelines that I have actually produced we will even have our combine emails now with our so this is the merge email and with merge email what occurs is I can really develop a follow-up emails and various storage emails here and we have active advises so utilizing is truly simple you can start for free by just adding the integration and now you know how to use as a total novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me offer some context about my profession and how it connects to. As a self-employed reporter, I’ve dealt with many customers, handled several projects concurrently, and maintained a comprehensive network of contacts. Juggling these obligations can be frustrating, and I acknowledged the need for a centralized system to enhance my operations.
In my quest for a solution, I checked out various platforms however found them to be either too expensive or too complicated for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly incorporates with Gmail, making it perfect for independent journalists who heavily depend on email communication. Here are some crucial benefits of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Company:.
permits you to track and organize your emails easily, providing you a clear introduction of your communications with clients, leads, and collaborators.
You can create customizable pipelines straight within your inbox, making it easy to keep track of the development and handle of your tasks and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to envision and handle your sales process from list building to job completion.
You can categorize contacts, produce custom-made stages, set pointers, and track interactions, making sure that no opportunity slips through the cracks.
Seamless Collaboration and Team Effort:.
helps with collaboration by permitting you to share pipelines and communicate with employee within the platform.
You can assign tasks, share essential emails, and work together in real-time, boosting efficiency and making sure everybody remains 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 typical e-mail actions, schedule follow-ups, and established suggestions, conserving you valuable time and effort.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, provides benefits in terms of coding and software application development. Here’s how:.
provides a robust API and substantial developer paperwork, making it easy to incorporate with other tools and build customized services.
This flexibility enables independent journalists with coding abilities to extend the performance of and customize it to their specific needs.
Project Management for Software Application Development:.
‘s pipeline feature can be adjusted to manage software development tasks, from ideation to deployment.
You can develop custom phases for different advancement stages, appoint jobs to team members, and track development effectively.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive interface and user friendly functions, reducing the learning curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collaborative functions that boost team effort and interaction.
Developer-friendly API for combination and personalization.
Cost-efficient option for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation functions.
Dependence on Gmail for complete performance, limiting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
uses a more budget-friendly service, specifically for freelancers and small businesses.
HubSpot has a complimentary version, but advanced features need a higher-tier paid subscription.
Functions and Complexity:.
supplies a more extensive suite of features, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, using a structured experience.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is useful for users greatly reliant on e-mail interaction.
As a freelance journalist, handling your hiring procedure and client relationships is paramount to your success. deals a user-friendly and budget friendly option that seamlessly integrates with Gmail, allowing you to improve your operations and focus on your craft. While it may not have the advanced functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re an editor, writer, or material creator, can empower you to take control of your freelance journalism career by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.