As a skilled freelance reporter, I understand the obstacles of handling projects, tracking leads, and supporting customer relationships. In this post, I will dive into the benefits of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for newbies hey men welcome back in this video I will be revealing you how to utilize Streak.Com Crm Workflow Free for your client relations cooperation communication and a lot more so let’s get into it to start with you require to go to streak.com and you will land on this website right here now is a kind of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is actually remarkable and I’ll reveal you how to do that as a total beginner it will assist you personalize an ideal process for your team and you will be able to get your work done now let’s in fact enter into the process now is readily available as an extension and it’s totally totally free so as soon as you get to the site you’ll get this option 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 add to Chrome click ADD extension and your extension will be added alright 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 just check in make certain to sign.
into the same Gmail that you have included the uh you know 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 easy you know folders we are getting recently viewed all tracked e-mails and updated reply and after that we have this brand-new alternative 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 resembles 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 working with so this is where we’ll go create a brand-new pipeline let’s actually do that you will click brand-new pipeline here and we have various alternatives to start with we have the stages so this is where you will choose these phases for your pipeline and you can actually we have actually a lead gotten in touch with pitched demonstration negotiating 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 company size close rate e-mail thread count days and state and notes so if you wish to add another phase you will click this Plus on top and you will give your stage a name let’s say that you really wished to develop another um you understand phase here for instance let’s state I didn’t have no strings so I can produce right here.
and you can provide it your color so we can really select different colors for each of the stages but I believe all of these are really already developed so this is actually pretty remarkable what I will do is I will in fact get rid of this one and if you feel like there is um I believe pitched and demonstration are type of like the very same thing we simply choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is really 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 different fields that you desire so you will click this plus here and we have complimentary form a date check box drop down General email email tracking job 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 go with this one here this is the field that was really missing out on and I’ll really rearrange and put the notes here fine e-mail thread count close date okay business’s size offer size and Business size all right let’s eliminate the business size and I’m gon na really find something else within the general where we have actually produced by date produced fans and more so I actually wish to go for the created.
by or possibly the fans because I wish to keep an eye on my team members that are actually 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 great deal of choices available within streak is really one of the most convenient and among the most uh you understand flexible out there it’s extremely easy to use with templates we have tasks too within my task once again if I didn’t wish to go for these sales if I did with projects then I can opt for the job phases right here and again the fields the procedure is going to be comparable you will select these phases from here on this plus button here and you can likewise provide it different various colors we also have organization Dev here you can see then we have working with so if you do working with then this is going to be your stages job search investor fundraising others realty assistance and custom So within our support you can see we have actually inbound designated working on solved and noise this is really respectable and we likewise have custom-made where I can really start something from the scratch absolutely according to my organization for me we just have the sales so I’m gon na choose the sales here and click develop private or.
shared so I will be sharing this with a staff member so I’m going to choose the shared one here and click on develop now it will just 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 drop down and we have manage phase or relabel so as I proceed as I include various leads here what I I will do is I’ll just merely 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 add a box in the lead area here and let’s just call it new and click on enter so now you can see we have actually one lead created 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 include another lead let’s call it new 2 we can actually open this up in a new tab from here too but 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 gotten in touch with too there’s one working out so I’ll just simply click brand-new now when you create a lead we can really click on this link and it will now open 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 produced keep in mind and after that we have welcome teammates so from here I can invite the team members we have include columns we have emails files and comments you can switch to the emails and it will reveal you the emails that you got in files we can even publish 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.
accessories so this is how you develop a lead within your as soon as you’re finished with this you can really click enter and it will be closed now it will show you something like this we have all of our data collected 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 select different leads from here the stages and we can perform bulk actions such as erasing and sharing also uh one more thing with srix on top you will have the ability to see we have personal alternative we have these 3 dots where we can find these phases Integrations and automation this is among the crucial ones click here and you’ll be able to in fact integrate um other apps within yourr transfer data for alerts for automations customized builds and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export data they very quickly and create our CSV files likewise now I can change to my various folders that we have here and I can develop a new pipeline we can change to our basic Gmail really quickly from here and it will also show me the emails that I will be receiving for my pipelines that I have actually created we will even have our merge e-mails now with our so this is the combine email and with merge e-mail what happens is I can actually develop a follow-up e-mails and different storage e-mails here and we have active advises so utilizing is actually simple you can get started totally free by simply adding the combination and now you understand how to use as a total beginner don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me offer some context about my profession and how it associates with. As a self-employed reporter, I’ve worked with numerous clients, managed several jobs all at once, and maintained an extensive network of contacts. Balancing these obligations can be overwhelming, and I recognized the requirement for a centralized system to streamline my operations.
In my mission for a solution, I checked out numerous platforms however discovered them to be either too intricate or too expensive for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly incorporates with Gmail, making it ideal for self-employed journalists who greatly count on email interaction. Here are some key advantages of using for your freelance journalism working with process:.
Intuitive Email Tracking and Company:.
allows you to track and arrange your e-mails easily, offering you a clear introduction of your communications with customers, leads, and partners.
You can develop customizable pipelines directly within your inbox, making it simple to keep an eye on the progress and manage of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to envision and handle your sales procedure from list building to job conclusion.
You can classify contacts, create custom-made phases, set suggestions, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Partnership and Teamwork:.
assists in cooperation by allowing you to share pipelines and communicate with team members within the platform.
You can designate jobs, share important e-mails, and work together in real-time, boosting performance and guaranteeing everyone remains on the very same page.
‘s flexible workflow system enables you to customize your pipelines and automate repeated tasks.
You can create templates for typical e-mail actions, schedule follow-ups, and established suggestions, conserving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, provides advantages in regards to coding and software application development. Here’s how:.
provides a robust API and extensive developer documents, making it simple to integrate with other tools and develop custom-made options.
This versatility permits self-employed reporters with coding skills to extend the performance of and tailor it to their specific requirements.
Job Management for Software Development:.
‘s pipeline function can be adapted to handle software development jobs, from ideation to implementation.
You can produce customized phases for various development stages, assign tasks to team members, and track progress efficiently.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive user interface and user friendly features, decreasing the discovering curve.
Customizable pipelines and workflows to adjust to private requirements.
Collaborative functions that improve team effort and communication.
Developer-friendly API for integration and personalization.
Economical solution for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for complete performance, restricting compatibility with other email providers.
Contrast with HubSpot CRM:.
While offers significant advantages for freelance journalists, it’s important to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more cost effective solution, particularly for freelancers and small businesses.
HubSpot has a totally free version, but advanced features require a higher-tier paid subscription.
Features and Intricacy:.
provides a more detailed suite of functions, including advanced marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Both and incorporate with numerous third-party tools.
‘s smooth integration with Gmail is useful for users heavily reliant on e-mail communication.
As an independent journalist, handling your hiring procedure and customer relationships is vital to your success. offers a affordable and instinctive solution that perfectly integrates with Gmail, allowing you to enhance your operations and focus on your craft. While it may not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a material, writer, or editor creator, can empower you to take control of your freelance journalism profession by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.