As an experienced freelance journalist, I understand the difficulties of handling projects, tracking leads, and nurturing customer relationships. In this article, I will dig into the advantages of utilizing for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for newbies hey men welcome back in this video I will be showing you how to use Streak Call Tracker Crm for your customer relations partnership communication and far more so let’s enter into it firstly you need to go to streak.com and you will land on this website right here now is a kind of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is actually remarkable and I’ll show you how to do that as a complete beginner it will assist you tailor a best process for your group and you will be able to get your work done now let’s really enter into the process now is available as an extension and it’s entirely complimentary so once you get to the site you’ll get this choice 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 add to Chrome click on ADD extension and your extension will be included all right 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 make certain to sign.
into the very 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 just scroll down and click enable after adding this is what your Gmail will appear like now you can see here in our basic you know folders we are getting just recently viewed all tracked emails and updated reply and then we have this 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 produce a 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 really do that you will click new pipeline here and we have various choices firstly 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 called 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 email last email from lead Source concern market offer size company size close rate e-mail thread count days and state and notes so if you want 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 create another um you know phase here for example let’s say I didn’t have no strings so I can develop right here.
and you can offer 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 developed so this is in fact pretty outstanding what I will do is I will really get rid of this one and if you feel like there is um I think pitched and demonstration are kind of like the exact same thing we just opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s eliminate the demonstration here and after that we have working out 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 desire so you will click on this plus here and we have free type a date check box fall General email e-mail tracking task 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 opt for this one here this is the field that was actually missing and I’ll actually reorganize and put the notes here fine email thread count close date fine business’s size offer size and Business size alright let’s eliminate the business size and I’m gon na actually discover something else within the basic where we have actually created by date developed followers and more so I in fact want to opt for the created.
by or maybe the fans because I wish to monitor my team members that are actually following this so I will you know 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 great deal of choices available within streak is in fact one of the simplest and among the most uh you understand flexible out there it’s very easy to use with templates we have jobs too within my job once again if I didn’t wish to choose these sales if I made with tasks then I can go with the job stages right here and once again the fields the procedure is going to be similar you will pick these phases from here on this plus button here and you can also offer it different different colors we also have company Dev here you can see then we have employing so if you do employing then this is going to be your stages job search financier fundraising others property assistance and customized So within our assistance you can see we have inbound assigned working on resolved and sound this is in fact respectable and we also have customized where I can really start something from the scratch completely according to my company for me we merely have the sales so I’m gon na opt for the sales here and click produce private or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click develop now it will simply take a 2nd for a street to produce 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 in fact click on this drop down and we have handle stage or rename so as I continue as I add various leads here what I I will do is I’ll just simply click and I’ll have the ability to add it click on the top here add a box so click ADD box here and I’m going to add a box in the lead area here and let’s simply call it brand-new and click enter so now you can see we have one lead developed let’s say that there is in fact 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 however I’m just for now I’m simply gon na work by doing this now you can see we have two leads then let’s say there was a called also there’s one negotiating so I’ll just simply click on new now once you create a lead we can in fact click here and it will now open up the different fields that we added so this is a new Elite that I produced and we have all of these different columns we have the fields that we developed keep in mind and then we have invite teammates so from here I can invite the employee we have add columns we have emails files and comments you can change to the emails and it will show you the emails that you got in files we can even submit files and then we have the remarks 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 as soon as you’re done 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 data gathered here and at the top we’re getting our account such as 2 leads one gotten in touch with 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 another thing with srix on top you will have the ability to see we have private choice we have these 3 dots where we can find these stages Combinations and automation this is one of the essential ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer information for alerts for automations custom-made develops and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they really quickly and develop our CSV files similarly now I can switch to my different folders that we have here and I can develop a brand-new pipeline we can change to our easy Gmail very easily from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have actually developed we will even have our combine e-mails now with our so this is the merge e-mail and with merge e-mail what takes place is I can in fact develop a follow-up emails and different storage e-mails here and we have active advises so using is truly simple you can get started for free by simply including the combination and now you know how to use as a total newbie do not.
My Journey as a Freelance Journalist:.
Before we dive into the information of Streak, let me provide some context about my career and how it connects to. As a self-employed reporter, I’ve dealt with many customers, handled numerous tasks at the same time, and maintained a substantial network of contacts. Juggling these obligations can be overwhelming, and I recognized the need for a central system to improve my operations.
In my quest for an option, I explored different platforms however discovered them to be either too complex or too expensive 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 customer relationship management tool that effortlessly incorporates with Gmail, making it perfect for self-employed reporters who heavily depend on email communication. Here are some crucial benefits of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Organization:.
permits you to track and organize your emails effortlessly, offering you a clear introduction of your interactions with clients, leads, and partners.
You can develop customizable pipelines directly within your inbox, making it simple to handle and keep track of the development of your projects and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales procedure from list building to job completion.
You can classify contacts, develop custom phases, set reminders, and track interactions, guaranteeing that no opportunity slips through the fractures.
Seamless Cooperation and Team Effort:.
assists in cooperation by allowing you to share pipelines and communicate with team members within the platform.
You can assign jobs, share essential e-mails, and collaborate in real-time, boosting productivity and ensuring everyone remains on the very same page.
‘s flexible workflow system allows you to customize your pipelines and automate repeated jobs.
You can develop design templates for typical email actions, schedule follow-ups, and established pointers, conserving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, offers benefits in terms of coding and software advancement. Here’s how:.
provides a robust API and extensive developer documentation, making it easy to incorporate with other tools and build custom-made options.
This versatility enables self-employed journalists with coding skills to extend the functionality of and customize it to their particular needs.
Job Management for Software Advancement:.
‘s pipeline function can be adjusted to manage software application development tasks, from ideation to release.
You can develop custom-made stages for various advancement stages, assign tasks to staff member, and track development efficiently.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly user interface and easy-to-use features, decreasing the finding out curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collective features that enhance team effort and interaction.
Developer-friendly API for integration and customization.
Cost-efficient option for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for complete performance, limiting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While deals substantial advantages for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more budget-friendly solution, particularly for freelancers and small businesses.
HubSpot has a complimentary version, but advanced features require a higher-tier paid subscription.
Functions and Complexity:.
provides a more extensive suite of features, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, providing a streamlined experience.
Both and incorporate with numerous third-party tools.
‘s seamless integration with Gmail is beneficial for users greatly reliant on e-mail communication.
As a freelance reporter, handling your hiring procedure and customer relationships is vital to your success. offers a user-friendly and budget-friendly solution that seamlessly incorporates with Gmail, allowing you to enhance your operations and focus on your craft. While it may not have the sophisticated functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re an editor, author, or content developer, 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 effect of Streak CRM in your freelance journalism ventures.