As an experienced freelance reporter, I comprehend the challenges of managing tasks, tracking leads, and nurturing customer relationships. In this short article, I will dig into the advantages of utilizing for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for newbies hey guys welcome back in this video I will be revealing you how to use Streak Com Crm Login for your client relations partnership interaction and a lot more so let’s enter it firstly you need to go to streak.com and you will arrive at this website right here now is a type of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Center and we can actually turn our Gmail into a platform which is truly remarkable and I’ll reveal you how to do that as a complete beginner it will help you customize an ideal process for your group and you will be able to get your work done now let’s actually enter the procedure now is available as an extension and it’s entirely free so when you get to the site you’ll get this choice here which is contribute 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 contribute to Chrome click on ADD extension and your extension will be added alright it’s done and now it is contributing 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 merely check in make certain to sign.
into the same Gmail that you have actually added the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click on permit after adding 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 upgraded reply and after that we have this brand-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 new dashboard for here I’ll have the ability to develop a new pipeline we have our sales orders sales once 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 on brand-new pipeline here and we have various choices firstly we have the stages so this is where you will select these phases for your pipeline and you can really we have a lead contacted pitched demo negotiating close phone closed uh you know then we have supporting okay 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 email thread count days and state and keeps in mind so if you want to add another stage you will click on this Plus at the top and you will give your stage a name let’s state that you really wanted to produce another um you know phase here for example let’s say I didn’t have no strings so I can produce right here.
and you can provide it your color so we can in fact pick various colors for each of the stages however I think all of these are really currently created so this is really pretty outstanding what I will do is I will really get rid of this one and if you seem like there is um I believe pitched and demo are type of like the exact same thing we simply opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s eliminate the demo 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 phases 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 kind a date check box drop down General email e-mail tracking job calls and conferences 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 really missing out on and I’ll in fact rearrange and put the notes here okay email thread count close date fine business’s size offer size and Company size alright let’s eliminate the business size and I’m gon na actually find something else within the basic where we have produced by date developed fans and more so I actually want to choose the created.
by or maybe the fans because I wish to monitor my team members that are really following this so I will you understand put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a great deal of options offered within streak is really one of the simplest and one of the most uh you understand versatile out there it’s extremely easy to use with templates we have projects too within my task once again if I didn’t wish to choose these sales if I finished with tasks then I can opt for the project stages right here and once again the fields the process is going to be comparable you will select these stages from here on this plus button here and you can also give it various various colors we also have organization Dev here you can see then we have working with so if you do hiring then this is going to be your stages job search investor fundraising others realty support and custom-made So within our support you can see we have inbound appointed dealing with solved and sound this is really respectable and we also have customized where I can actually start something from the scratch totally according to my organization for me we merely have the sales so I’m gon na opt for the sales here and click create private or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click produce now it will just take a 2nd for a street to produce a pipeline for me so you can see this actually 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 include different leads here what I I will do is I’ll just merely click and I’ll be able 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 just call it brand-new and click get in so now you can see we have actually one lead produced let’s state that there is in fact closed one so I’m going to add one here let’s just for now let’s call it new I’m going to add another lead let’s call it brand-new two we can really 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 contacted as well there’s one negotiating so I’ll just merely click brand-new now when you develop a lead we can actually click on this link 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 various columns we have the fields that we created keep in mind and after that we have invite colleagues so from here I can invite the team members we have include columns we have e-mails files and comments you can change to the emails and it will show you the e-mails that you got in files we can even upload 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 get in 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 two leads one called 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 perform bulk actions such as erasing and sharing too uh another thing with srix at the top you will have the ability to see we have private option we have these 3 dots where we can find these stages Combinations and automation this is one of the important ones click here and you’ll be able to actually integrate um other apps within yourr transfer information for notices for automations customized develops and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they extremely quickly and create our CSV files likewise now I can switch to my different folders that we have here and I can produce a new pipeline we can change to our easy Gmail very easily from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have produced we will even have our combine e-mails now with our so this is the merge e-mail and with combine e-mail what occurs is I can actually develop a follow-up emails and various storage e-mails here and we have active advises so utilizing is really easy you can get going for free by simply adding the combination and now you know how to use as a total novice don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me supply some context about my profession and how it associates with. As a freelance journalist, I’ve dealt with many clients, managed multiple tasks simultaneously, and preserved a comprehensive network of contacts. Juggling these duties can be overwhelming, and I acknowledged the requirement for a central system to enhance my operations.
In my mission for a service, I explored different platforms but found them to be either too complex or too pricey for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly incorporates with Gmail, making it perfect for freelance journalists who greatly depend on e-mail interaction. Here are some essential advantages of using for your freelance journalism employing process:.
Instinctive Email Tracking and Company:.
permits you to track and organize your e-mails easily, offering you a clear summary of your communications with clients, leads, and collaborators.
You can create adjustable pipelines straight within your inbox, making it simple to manage and keep an eye on the development of your projects and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to picture and manage your sales process from lead generation to task completion.
You can categorize contacts, develop custom-made stages, set tips, and track interactions, guaranteeing that no opportunity slips through the cracks.
Seamless Partnership and Teamwork:.
assists in collaboration by permitting you to share pipelines and interact with staff member within the platform.
You can appoint jobs, share essential e-mails, and team up in real-time, boosting performance and guaranteeing everybody remains on the exact same page.
‘s versatile workflow system allows you to customize your pipelines and automate recurring jobs.
You can produce templates for common email actions, schedule follow-ups, and established tips, saving you important effort and time.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, uses benefits in terms of coding and software application development. Here’s how:.
supplies a robust API and comprehensive designer documentation, making it easy to incorporate with other tools and develop custom-made services.
This versatility permits self-employed journalists with coding skills to extend the functionality of and tailor it to their specific requirements.
Task Management for Software Application Development:.
‘s pipeline function can be adapted to manage software development tasks, from ideation to release.
You can create custom phases for various advancement phases, designate jobs to employee, and track development effectively.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
Intuitive interface and easy-to-use functions, decreasing the discovering curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collaborative functions that enhance team effort and interaction.
Developer-friendly API for integration and modification.
Affordable solution for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Absence of sophisticated marketing automation features.
Dependence on Gmail for complete performance, limiting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more affordable solution, specifically for freelancers and small companies.
HubSpot has a free version, however advanced features require a higher-tier paid subscription.
Functions and Complexity:.
offers a more thorough suite of functions, including sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Both and integrate with different third-party tools.
‘s smooth combination with Gmail is helpful for users heavily reliant on email interaction.
As a self-employed reporter, handling your hiring process and customer relationships is vital to your success. offers a intuitive and budget-friendly solution that seamlessly integrates with Gmail, enabling you to improve your operations and focus on your craft. While it might not have the advanced functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a author, editor, or content developer, 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 undertakings.