As a seasoned freelance reporter, I comprehend the obstacles of handling jobs, tracking leads, and supporting client relationships. In this post, I will dive into the benefits of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for novices hey guys invite back in this video I will be revealing you how to utilize How To Add Alias To Streak Crm for your customer relations cooperation interaction and much more so let’s enter into it firstly you need to go to streak.com and you will land on this site right here now is a kind of CRM that we can add to our simple Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is truly remarkable and I’ll show you how to do that as a complete novice it will assist you personalize a best 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 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 add to Chrome click on ADD extension and your extension will be added okay 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 merely sign in ensure to sign.
into the very 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 just scroll down and click allow after adding this is what your Gmail will look like now you can see here in our basic you know folders we are getting recently viewed all tracked e-mails and upgraded reply and then we have this new choice which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this is like our brand-new control panel for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go develop a brand-new pipeline let’s actually do that you will click new pipeline here and we have different choices 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 called pitched demonstration working out close phone closed uh you know then we have supporting alright then we have Fields so in fields we have a date of last email last e-mail from lead Source concern industry offer size business size close rate email thread count days and state and keeps in mind so if you wish to add another stage you will click on this Plus on top and you will provide your stage a name let’s say that you in fact wished to create another um you understand stage here for instance let’s say I didn’t have no strings so I can create right here.
and you can offer it your color so we can in fact select different colors for each of the stages however I think all of these are actually currently created so this is in fact pretty outstanding what I will do is I will in fact eliminate this one and if you feel like there is um I think pitched and demo are kind of like the same thing we just choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s get rid of the demo here and after that we have working out 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 on this plus here and we have free type a date check box drop down 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 opt for this one here this is the field that was actually missing and I’ll actually rearrange and put the notes here fine email thread count close date fine company’s size offer size and Business size okay let’s eliminate the company size and I’m gon na really discover something else within the general where we have developed by date developed followers and more so I actually wish to opt for the produced.
by or possibly the fans due to the fact that I wish to keep track of 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 alternatives available within streak is in fact one of the easiest and among the most uh you know flexible out there it’s extremely easy to use with templates we have projects too within my job again if I didn’t want to go for these sales if I did with jobs then I can choose the task stages right here and again the fields the procedure is going to be comparable you will choose these stages from here on this plus button here and you can also give it different various colors we likewise have service Dev here you can see then we have employing so if you do working with then this is going to be your stages job search investor fundraising others property assistance and custom So within our assistance you can see we have actually incoming designated dealing with solved and noise this is really respectable and we likewise have custom where I can actually start something from the scratch completely according to my organization for me we just have the sales so I’m gon na opt for the sales here and click on produce private 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 on produce now it will just take a second for a street to develop a pipeline for me so you can see this really looks respectable now I will have the ability to include my Lead Series so you can really click this drop down and we have handle stage or rename 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 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 on go into so now you can see we have one lead created 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 brand-new I’m going to add another lead let’s call it brand-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 in this manner now you can see we have 2 leads then let’s state there was a called as well there’s one working out so I’ll just merely click brand-new now when you create a lead we can actually click here and it will now open up the different fields that we added 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 welcome teammates so from here I can invite the employee we have add columns we have emails files and remarks 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 remarks at the top here once again we have the call log we have our meeting notes and we even have our.
accessories so this is how you produce a lead within your once you’re made with this you can in fact click on enter 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 contacted 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 deleting and sharing too uh another thing with srix at the top you will be able to see we have personal option we have these 3 dots where we can discover these phases Combinations and automation this is among the crucial ones click on this link and you’ll have the ability to actually incorporate um other apps within yourr transfer data for notices for automations custom-made builds and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they really easily and develop our CSV files likewise now I can change to my various folders that we have here and I can create a brand-new pipeline we can change to our simple Gmail really quickly from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have actually developed we will even have our combine emails now with our so this is the combine e-mail and with combine email what takes place is I can really develop a follow-up emails and different storage emails here and we have active instructs so utilizing is actually easy you can begin for free by just including the combination and now you know how to use as a complete beginner don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me provide some context about my profession and how it connects to. As an independent reporter, I’ve dealt with many customers, managed multiple projects concurrently, and maintained an extensive network of contacts. Balancing these obligations can be overwhelming, and I acknowledged the need for a central system to enhance my operations.
In my mission for a service, I explored numerous platforms but found them to be either too expensive or too complicated for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly incorporates with Gmail, making it perfect for self-employed journalists who greatly rely on e-mail communication. Here are some essential advantages of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Company:.
allows you to track and arrange your emails effortlessly, giving you a clear overview of your interactions with customers, leads, and partners.
You can develop customizable pipelines directly within your inbox, making it easy to handle and keep an eye on the development of your projects and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to envision and manage your sales procedure from lead generation to project completion.
You can classify contacts, develop customized phases, set tips, and track interactions, making sure that no opportunity slips through the cracks.
Seamless Partnership and Teamwork:.
assists in collaboration by allowing you to share pipelines and interact with team members within the platform.
You can designate tasks, share crucial emails, and team up in real-time, enhancing productivity and ensuring everyone stays on the same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repetitive tasks.
You can produce templates for typical e-mail reactions, schedule follow-ups, and set up reminders, conserving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, provides advantages in terms of coding and software advancement. Here’s how:.
supplies a robust API and comprehensive developer paperwork, making it easy to integrate with other tools and construct custom-made options.
This versatility permits freelance reporters with coding skills to extend the functionality of and tailor it to their specific requirements.
Task Management for Software Application Development:.
‘s pipeline feature can be adjusted to manage software advancement jobs, from ideation to deployment.
You can develop custom phases for different advancement stages, assign tasks to staff member, and track progress effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly user interface and user friendly features, reducing the learning curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collective functions that boost team effort and communication.
Developer-friendly API for combination and customization.
Affordable option for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for complete performance, limiting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While deals significant benefits for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
offers a more budget friendly service, especially for freelancers and small companies.
HubSpot has a free version, but advanced functions require a higher-tier paid subscription.
Features and Intricacy:.
provides a more extensive suite of features, including sophisticated 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 combination with Gmail is helpful for users greatly reliant on email interaction.
As an independent reporter, handling your hiring process and client relationships is vital to your success. offers a instinctive and inexpensive option that seamlessly incorporates with Gmail, allowing you to enhance your operations and focus on your craft. While it may not have the advanced features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re an editor, content, or writer creator, can empower you to take control of your freelance journalism profession by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.