As an experienced freelance reporter, I understand the difficulties of managing projects, tracking leads, and supporting customer relationships. In this post, I will dig into the advantages of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for newbies hey people invite back in this video I will be showing you how to use How To Customize Streak Forms Crm for your customer relations partnership interaction and far more so let’s enter 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 contribute to our simple Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is actually amazing and I’ll reveal you how to do that as a total novice it will help you personalize a perfect process for your team and you will be able to get your work done now let’s really enter the procedure now is available as an extension and it’s entirely complimentary so as soon as you get to the site 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 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 make certain to sign.
into the exact same Gmail that you have actually 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 permit after including this is what your Gmail will look like now you can see here in our simple you know folders we are getting just recently seen all tracked emails and upgraded reply and then we have this 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 is like our brand-new control panel for here I’ll be able 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 new pipeline let’s in fact do that you will click brand-new pipeline here and we have various alternatives first of all we have the stages so this is where you will select these stages for your pipeline and you can really we have actually a lead gotten in touch with pitched demonstration negotiating close phone closed uh you understand then we have nurturing fine 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 email thread count days and state and notes so if you wish to include another phase you will click on this Plus on top and you will provide your phase a name let’s say that you really wanted to develop another um you understand stage here for example 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 in fact select various colors for each of the stages but I think all of these are actually currently produced so this is actually pretty excellent what I will do is I will in fact get rid of this one and if you seem like there is um I think pitched and demo are sort of like the very same thing we just opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s eliminate the demo here and after that we have negotiating 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 this plus here and we have complimentary form a date check box fall General email e-mail tracking task calls and conferences 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 choose this one here this is the field that was really missing out on and I’ll in fact rearrange and put the notes here alright e-mail thread count close date fine business’s size deal size and Company size fine let’s get rid of the business size and I’m gon na in fact find something else within the general where we have actually developed by date created fans and more so I really wish to opt for the created.
by or maybe the fans due to the fact that I wish to keep track of my team members that are in fact 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 available within streak is in fact one of the simplest and one of the most uh you know flexible out there it’s really easy to use with design templates we have tasks too within my task once again if I didn’t wish to go for these sales if I made with projects then I can opt for the job phases right here and once again the fields the procedure is going to be similar you will choose these stages from here on this plus button here and you can also offer it various different colors we also have organization Dev here you can see then we have working with so if you do employing then this is going to be your phases job search financier fundraising others realty assistance and custom So within our support you can see we have actually inbound assigned working on resolved and noise this is in fact respectable and we also have custom-made where I can in fact start something from the scratch completely according to my business for me we simply have the sales so I’m gon na choose the sales here and click on develop 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 develop 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 add my Lead Series so you can in fact click on this fall and we have handle stage or relabel so as I continue 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 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 brand-new and click on enter 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 new two we can in fact open this up in a brand-new tab from here too but I’m just for now I’m just gon na work this way now you can see we have 2 leads then let’s state there was a gotten in touch with as well there’s one negotiating so I’ll just merely click brand-new now once you develop a lead we can in fact click here and it will now open the various fields that we included so this is a new Elite that I created and we have all of these different columns we have the fields that we produced remember and then we have invite colleagues so from here I can invite the employee we have include columns we have emails files and remarks you can change to the e-mails and it will reveal you the emails that you got in files we can even upload files and after that 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 as soon as you’re finished with this you can actually click on go into and it will be closed now it will show you something like this we have all of our information collected here and at the top we’re getting our account such as two leads one contacted 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 perform bulk actions such as erasing and sharing also uh another thing with srix at the top you will be able to see we have personal alternative we have these three dots where we can discover these phases Integrations and automation this is one of the important ones click on this link and you’ll be able to actually incorporate um other apps within yourr transfer data for notices for automations customized develops and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they very quickly and produce our CSV files similarly now I can change to my various folders that we have here and I can produce a new pipeline we can switch to our easy Gmail really quickly from here and it will also reveal me the emails that I will be getting for my pipelines that I have created we will even have our combine emails now with our so this is the merge e-mail and with combine email what happens is I can in fact create a follow-up e-mails and various storage e-mails here and we have active instructs so utilizing is actually simple you can get going totally free by simply adding the combination and now you understand how to utilize as a complete novice do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me provide some context about my career and how it associates with. As a self-employed reporter, I have actually dealt with many customers, managed numerous jobs all at once, and maintained a substantial network of contacts. Balancing these obligations can be frustrating, and I acknowledged the requirement for a central system to improve my operations.
In my mission for a solution, I explored numerous platforms but discovered them to be either too intricate or too costly for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly integrates with Gmail, making it perfect for freelance reporters who greatly count on email communication. Here are some essential advantages of using for your freelance journalism working with process:.
Intuitive Email Tracking and Company:.
enables you to track and organize your e-mails easily, offering you a clear introduction of your interactions with clients, leads, and partners.
You can create adjustable pipelines straight within your inbox, making it easy to monitor the development and manage of your jobs and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to envision and handle your sales process from list building to job completion.
You can categorize contacts, produce custom phases, set pointers, and track interactions, ensuring that no chance slips through the fractures.
Seamless Partnership and Teamwork:.
helps with collaboration by permitting you to share pipelines and communicate with employee within the platform.
You can assign tasks, share essential e-mails, and work together in real-time, boosting efficiency and making sure everyone remains on the exact same page.
‘s flexible workflow system enables you to tailor your pipelines and automate recurring jobs.
You can create design templates for common email reactions, schedule follow-ups, and established suggestions, conserving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, provides benefits in regards to coding and software application development. Here’s how:.
offers a robust API and extensive developer paperwork, making it simple to integrate with other tools and develop custom solutions.
This flexibility permits self-employed reporters with coding skills to extend the performance of and tailor it to their specific requirements.
Project Management for Software Development:.
‘s pipeline feature can be adapted to handle software application development tasks, from ideation to release.
You can develop custom-made phases for different development stages, designate tasks to staff member, and track progress effectively.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and easy-to-use features, decreasing the finding out curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collective features that boost teamwork and interaction.
Developer-friendly API for combination and modification.
Cost-efficient solution for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation features.
Reliance on Gmail for full functionality, restricting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While offers significant benefits for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more budget friendly option, particularly for freelancers and small businesses.
HubSpot has a totally free variation, but advanced functions need a higher-tier paid membership.
Features and Intricacy:.
supplies a more detailed suite of features, consisting of innovative marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Both and incorporate with different third-party tools.
‘s smooth integration with Gmail is useful for users greatly reliant on email communication.
As an independent journalist, handling your hiring process and customer relationships is vital to your success. offers a intuitive and budget friendly option that seamlessly incorporates with Gmail, enabling you to streamline your operations and focus on your craft. While it may not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, writer, or content developer, can empower you to take control of your freelance journalism profession by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.