As an experienced freelance journalist, I understand the challenges of handling jobs. Learning Streak Crm …tracking leads, and nurturing client relationships. Over the years, I’ve experimented with various tools to enhance my workflow and enhance performance. One tool that has genuinely changed my hiring process. In this post, I will explore the advantages of using for freelance journalism, explore its functions in regards to sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for novices hey people invite back in this video I will be showing you how to use Learning Streak Crm for your client relations collaboration communication and a lot more so let’s enter 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 add to our easy Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is actually amazing and I’ll reveal you how to do that as a total newbie it will assist you tailor a best process for your group and you will have the ability to get your work done now let’s in fact enter into the procedure now is readily available as an extension and it’s totally 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 choose this one now it will take you to Chrome dot google.com extensions and this is our extension here click on contribute to Chrome click on ADD extension and your extension will be included all right 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 simply check in ensure to sign.
into the exact same Gmail that you have actually added the uh you know streak to now it will ask you for your access and we’re gon na simply scroll down and click permit after including this is what your Gmail will look like now you can see here in our easy you know folders we are getting recently viewed all tracked e-mails and updated reply and then we have this brand-new choice which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this resembles our new control panel for here I’ll have the ability to produce a new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go produce a new pipeline let’s actually do that you will click new pipeline here and we have various alternatives first off we have the stages so this is where you will pick these phases for your pipeline and you can really we have actually a lead contacted pitched demonstration negotiating close phone closed uh you understand then we have nurturing alright then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority market deal size company size close rate e-mail thread count days and state and notes so if you wish to add another stage you will click this Plus at the top and you will offer your stage a name let’s state that you in fact wished to produce another um you understand stage here for instance let’s say I didn’t have no strings so I can develop right here.
and you can give it your color so we can actually select different colors for each of the stages however I think all of these are in fact currently created so this is really pretty remarkable what I will do is I will really get rid of this one and if you seem like there is um I think pitched and demo are kind of like the same thing we simply choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s get rid of the demonstration here and then 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 want so you will click this plus here and we have totally free type a date check box drop down General email email tracking job calls and meetings 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 go with this one here this is the field that was actually missing and I’ll really rearrange and put the notes here fine email thread count close date all right company’s size offer size and Company size alright let’s eliminate the business size and I’m gon na in fact discover something else within the basic where we have developed by date developed followers and more so I in fact want to go for the developed.
by or maybe the fans due to the fact that I wish to monitor 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 alternatives available within streak is really among the easiest and one of the most uh you know flexible out there it’s really easy to use with templates we have jobs too within my task once again if I didn’t wish to go for these sales if I made with jobs then I can choose the project stages 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 likewise offer it various various colors we also have business Dev here you can see then we have working with so if you do working with then this is going to be your stages task search financier fundraising others real estate support and customized So within our support you can see we have actually incoming appointed working on resolved and noise this is in fact respectable and we also have customized where I can really start something from the scratch totally according to my service for me we merely have the sales so I’m gon na go with the sales here and click on create 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 on develop now it will simply take a second for a street to create a pipeline for me so you can see this in fact looks pretty good now I will have the ability to include my Lead Series so you can actually click on this fall and we have manage stage or rename 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 area here and let’s just call it brand-new and click get in so now you can see we have one lead created let’s say that there is in fact 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 new two we can really open this up in a new tab from here too but I’m just for now I’m just gon na work in this manner now you can see we have 2 leads then let’s say there was a gotten in touch with as well there’s one working out so I’ll just merely click on new now once you develop a lead we can really click on this link and it will now open up 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 developed remember and then we have welcome teammates so from here I can welcome the employee we have add columns we have e-mails files and remarks you can switch to the e-mails and it will reveal you the e-mails 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 meeting notes and we even have our.
attachments so this is how you develop a lead within your as soon as you’re made with this you can really click on enter 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 2 leads one called and something like this and this is where you will be getting your list we can select different leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh one more thing with srix at the top you will be able to see we have personal choice we have these three dots where we can discover these stages Integrations and automation this is among the crucial ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer data for alerts for automations custom develops and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export information they extremely quickly and develop our CSV files likewise now I can switch to my different folders that we have here and I can develop a new pipeline we can change to our basic Gmail really easily from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our combine emails now with our so this is the combine email and with merge email what happens is I can really create a follow-up emails and various storage e-mails here and we have active advises so utilizing is truly easy you can get going totally free by just adding the combination and now you know how to utilize as a complete newbie do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me offer some context about my career and how it connects to. As an independent reporter, I’ve dealt with many customers, handled multiple projects all at once, and kept a substantial network of contacts. Balancing these obligations can be frustrating, and I acknowledged the requirement for a centralized system to simplify my operations.
In my mission for a solution, I checked out various platforms however discovered 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.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly integrates with Gmail, making it perfect for independent journalists who heavily depend on email interaction. Here are some key benefits of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Organization:.
permits you to track and arrange your e-mails effortlessly, providing you a clear summary of your communications with customers, leads, and collaborators.
You can create customizable pipelines straight within your inbox, making it simple to monitor the progress and manage of your tasks and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and handle your sales process from list building to task completion.
You can classify contacts, develop customized stages, set suggestions, and track interactions, ensuring that no chance slips through the cracks.
Smooth Collaboration and Team Effort:.
helps with partnership by enabling you to share pipelines and communicate with team members within the platform.
You can appoint tasks, share essential emails, and team up in real-time, enhancing performance and making sure everybody stays on the same page.
‘s flexible workflow system enables you to customize your pipelines and automate repetitive tasks.
You can create design templates for typical e-mail actions, schedule follow-ups, and set up reminders, saving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, offers advantages in terms of coding and software development. Here’s how:.
offers a robust API and substantial developer documents, making it easy to integrate with other tools and build custom services.
This versatility enables self-employed reporters with coding abilities to extend the functionality of and customize it to their particular requirements.
Job Management for Software Application Advancement:.
‘s pipeline function can be adapted to handle software application advancement tasks, from ideation to implementation.
You can produce custom stages for various development phases, designate tasks to employee, and track progress effectively.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Instinctive interface and easy-to-use features, reducing the finding out curve.
Personalized pipelines and workflows to adjust to private requirements.
Collaborative features that improve teamwork and communication.
Developer-friendly API for combination and customization.
Affordable service for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation functions.
Reliance on Gmail for full performance, restricting compatibility with other email companies.
Comparison with HubSpot CRM:.
While deals substantial advantages for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more budget-friendly service, particularly for freelancers and small companies.
HubSpot has a totally free variation, but advanced features need a higher-tier paid membership.
Functions and Complexity:.
offers a more comprehensive suite of functions, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, using a structured experience.
Both and incorporate with numerous third-party tools.
‘s smooth integration with Gmail is advantageous for users heavily reliant on email communication.
As a self-employed journalist, managing your hiring process and client relationships is vital to your success. offers a budget friendly and instinctive option that flawlessly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it may not have the innovative 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 a material, writer, or editor creator, can empower you to take control of your freelance journalism career by effectively managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.