As an experienced freelance journalist, I comprehend the obstacles of handling jobs, tracking leads, and supporting client relationships. In this short article, I will dig into the advantages of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for novices hey guys welcome back in this video I will be showing you how to use Streak Crm Linkedin Integration for your client relations collaboration communication and far more so let’s get into it first of all you need to go to streak.com and you will land on this site right here now is a type 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 really incredible and I’ll show you how to do that as a complete newbie it will assist you tailor a best procedure for your group and you will be able to get your work done now let’s in fact enter the process now is available as an extension and it’s totally free so once you get to the website you’ll get this choice here which is add to Chrome and you’re.
going to select 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 simply check in make certain 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 merely 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 just recently viewed all tracked e-mails 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 dashboard for here I’ll be able to develop a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go produce a new pipeline let’s really do that you will click on brand-new pipeline here and we have various alternatives first of all 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 called pitched demo negotiating close phone closed uh you understand then we have supporting fine 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 email thread count days and state and notes so if you want to include another stage you will click on this Plus at the top and you will give your stage a name let’s say that you in fact wished to create another um you know stage here for example let’s say I didn’t have no strings so I can develop right here.
and you can provide it your color so we can in fact select different colors for each of the stages however I believe all of these are really currently created so this is in fact quite remarkable what I will do is I will actually get rid of this one and if you feel like there is um I think pitched and demo are type of like the very same thing we just opt for the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s get rid of 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 phases 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 free type a date check box drop down General email e-mail tracking task 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 choose this one here this is the field that was really missing and I’ll really reorganize and put the notes here okay email thread count close date okay business’s size deal size and Company size alright let’s eliminate the company size and I’m gon na in fact find something else within the general where we have actually created by date created fans and more so I really want to opt for the produced.
by or maybe the fans because I want to keep an eye on my staff member 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 offered within streak is actually among the most convenient and among 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 opt for these sales if I finished with tasks then I can opt for the task stages right here and once again the fields the process is going to be similar you will select these phases from here on this plus button here and you can likewise give it various different colors we also have organization Dev here you can see then we have hiring so if you do working with then this is going to be your phases job search financier fundraising others property support and custom So within our assistance you can see we have actually inbound appointed working on resolved and sound this is really respectable and we likewise have custom where I can really start something from the scratch totally according to my service for me we simply have the sales so I’m gon na choose the sales here and click on produce private or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click develop now it will simply take a 2nd 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 really click this drop down and we have handle stage or relabel so as I proceed 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 on 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 simply call it new and click on enter so now you can see we have one lead produced let’s state 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 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 state there was a called as well there’s one working out so I’ll just simply click on brand-new now when you create a lead we can really click here and it will now open the various fields that we included so this is a brand-new Elite that I developed and we have all of these various columns we have the fields that we created remember and then we have welcome teammates so from here I can welcome the staff member we have include columns we have emails files and comments you can change to the e-mails and it will reveal you the emails that you got in files we can even publish files and after that we have the remarks at the top here again we have the call log we have our conference notes and we even have our.
attachments so this is how you create a lead within your when you’re done with this you can actually click get in 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 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 carry out bulk actions such as deleting and sharing too uh one more thing with srix on top you will be able to see we have personal choice we have these 3 dots where we can discover these phases Combinations and automation this is one of the important ones click here and you’ll be able to actually 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 have the ability to Import and Export information they extremely quickly and create our CSV files similarly now I can switch to my different folders that we have here and I can produce a new pipeline we can change to our basic Gmail very quickly from here and it will likewise show me the emails that I will be receiving for my pipelines that I have produced we will even have our combine e-mails now with our so this is the merge email and with combine e-mail what happens is I can really create a follow-up emails and different storage e-mails here and we have active advises so utilizing is really simple you can begin totally free by just adding the combination and now you understand how to utilize as a total newbie do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me supply some context about my profession and how it relates to. As a self-employed reporter, I have actually worked with many customers, managed numerous tasks concurrently, and maintained an extensive network of contacts. Balancing these responsibilities can be overwhelming, and I acknowledged the requirement for a centralized system to improve my operations.
In my quest for a solution, I checked out different platforms but discovered them to be either too complex or too pricey for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly incorporates with Gmail, making it perfect for independent reporters who heavily count on email interaction. Here are some crucial benefits of using for your freelance journalism hiring procedure:.
User-friendly Email Tracking and Organization:.
allows you to track and arrange your e-mails easily, providing you a clear summary of your communications with customers, leads, and partners.
You can develop personalized pipelines directly within your inbox, making it easy to keep an eye on the development and manage of your projects and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to envision and handle your sales process from lead generation to project conclusion.
You can classify contacts, produce customized phases, set pointers, and track interactions, ensuring that no chance slips through the fractures.
Seamless Collaboration and Team Effort:.
assists in cooperation by enabling you to share pipelines and interact with staff member within the platform.
You can appoint jobs, share crucial emails, and team up in real-time, enhancing performance and ensuring everybody remains on the same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repeated tasks.
You can produce templates for common e-mail actions, schedule follow-ups, and set up tips, conserving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, uses benefits in terms of coding and software development. Here’s how:.
supplies a robust API and extensive developer paperwork, making it easy to integrate with other tools and construct customized options.
This flexibility permits freelance reporters with coding skills to extend the performance of and tailor it to their particular needs.
Job Management for Software Advancement:.
‘s pipeline function can be adapted to manage software application advancement tasks, from ideation to implementation.
You can develop custom phases for various development stages, appoint jobs to staff member, and track progress effectively.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and user friendly functions, decreasing the discovering curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collaborative functions that boost team effort and communication.
Developer-friendly API for integration and customization.
Cost-efficient option for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation features.
Dependence on Gmail for complete functionality, restricting compatibility with other email companies.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
uses a more budget-friendly solution, specifically for freelancers and small companies.
HubSpot has a totally free version, but advanced features need a higher-tier paid subscription.
Features and Intricacy:.
provides a more detailed suite of features, including sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, providing a streamlined experience.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is advantageous for users greatly reliant on email communication.
As an independent reporter, managing your hiring process and client relationships is paramount to your success. offers a budget-friendly and user-friendly option that seamlessly integrates with Gmail, enabling you to simplify your operations and focus on your craft. While it might not have the innovative functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re an editor, content, or writer creator, can empower you to take control of your freelance journalism career by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.