As a seasoned freelance journalist, I understand the challenges of managing jobs. Streak Crm Queue …tracking leads, and supporting client relationships. Over the years, I’ve explore numerous tools to simplify my workflow and enhance efficiency. One tool that has really reinvented my hiring process. In this post, I will explore the benefits of using for freelance journalism, explore its features in regards to sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for novices hey people invite back in this video I will be showing you how to use Streak Crm Queue for your customer relations cooperation communication and much more so let’s enter it first off 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 simple Gmail to turn our Gmail into our working Center 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 newbie it will assist you customize a perfect process for your team and you will have the ability to get your work done now let’s in fact enter into the process now is offered as an extension and it’s completely totally free so once you get to the website 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 add to Chrome click on ADD extension and your extension will be included okay 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 just sign in make sure to sign.
into the exact 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 merely scroll down and click permit after adding this is what your Gmail will appear like now you can see here in our basic you understand 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 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 create a new pipeline let’s really do that you will click on new pipeline here and we have different choices first of all we have the stages so this is where you will pick these stages for your pipeline and you can really we have a lead gotten in touch with pitched demonstration negotiating close phone closed uh you understand then we have supporting 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 offer size company size close rate email thread count days and state and notes so if you want to add another phase you will click this Plus on top and you will provide your phase a name let’s say that you actually wanted to develop 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 provide it your color so we can in fact pick different colors for each of the stages however I believe all of these are in fact already created so this is really quite outstanding what I will do is I will actually eliminate this one and if you feel like there is um I believe pitched and demo are kind of like the very same thing we just opt for 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 go with 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 want so you will click on this plus here and we have free kind a date check box fall General email e-mail 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 opt for this one here this is the field that was actually missing and I’ll actually rearrange and put the notes here all right e-mail thread count close date fine company’s size deal size and Business size alright let’s eliminate the company size and I’m gon na really discover something else within the general where we have created by date developed followers and more so I actually wish to go for the created.
by or perhaps the followers due to the fact that I want to track my team members that are really following this so I will you understand put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a lot of choices available within streak is really one of the easiest and one of the most uh you understand flexible out there it’s extremely easy to use with templates we have jobs too within my job again if I didn’t wish to go for these sales if I made with projects then I can choose the task phases right here and once again the fields the process is going to be similar you will choose these stages from here on this plus button here and you can likewise provide it different various colors we likewise have service Dev here you can see then we have hiring so if you do hiring then this is going to be your phases task search financier fundraising others real estate support and customized So within our assistance you can see we have incoming appointed working on solved and sound this is in fact pretty good and we also have customized where I can really start something from the scratch completely according to my service for me we merely have the sales so I’m gon na choose the sales here and click on create 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 develop a pipeline for me so you can see this in fact looks respectable now I will be able to include my Lead Series so you can actually click this fall and we have handle phase or rename so as I proceed as I add different 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 ADD box here and I’m going to include a box in the lead section here and let’s simply call it brand-new and click on enter so now you can see we have one lead developed 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 brand-new I’m going to add another lead let’s call it new 2 we can in fact open this up in a brand-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 state there was a gotten in touch with also there’s one working out so I’ll just merely click on brand-new now once you develop a lead we can really click on this link and it will now open up the different fields that we added so this is a new Elite that I created 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 e-mails files and comments you can change to the e-mails and it will show 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.
accessories so this is how you create a lead within your when you’re made with this you can in fact click on go into 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 pick various leads from here the stages and we can carry out bulk actions such as deleting and sharing as well uh another thing with srix at the top you will be able to see we have private alternative we have these three dots where we can discover these phases Integrations and automation this is among the essential ones click here and you’ll have the ability to actually integrate um other apps within yourr transfer data for notices for automations custom constructs and more we can also integrate 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 change to my various folders that we have here and I can develop a brand-new pipeline we can switch to our basic Gmail really quickly from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have actually produced we will even have our combine e-mails now with our so this is the merge email and with merge email what happens is I can actually create a follow-up e-mails and various storage emails here and we have active advises so using is truly simple you can get started totally free by just including the combination and now you know how to use as a total beginner don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me provide some context about my profession and how it connects to. As a freelance journalist, I have actually worked with various clients, handled several projects all at once, and maintained a comprehensive network of contacts. Juggling these responsibilities can be overwhelming, and I recognized the need for a central system to enhance my operations.
In my mission for an option, I checked out various platforms but found them to be either too complicated or too pricey for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly integrates with Gmail, making it perfect for independent reporters who heavily count on email communication. Here are some essential benefits of using for your freelance journalism employing process:.
User-friendly Email Tracking and Company:.
permits you to track and organize your e-mails easily, giving you a clear introduction of your interactions with clients, leads, and partners.
You can produce adjustable pipelines directly within your inbox, making it easy to manage and monitor the progress of your projects and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales procedure from list building to task conclusion.
You can classify contacts, produce custom stages, set pointers, and track interactions, making sure that no chance slips through the fractures.
Smooth Partnership and Teamwork:.
helps with collaboration by allowing you to share pipelines and communicate with staff member within the platform.
You can designate tasks, share essential emails, and work together in real-time, improving efficiency and making sure everybody stays on the exact same page.
‘s flexible workflow system allows you to tailor your pipelines and automate repeated jobs.
You can create templates for typical e-mail responses, schedule follow-ups, and established tips, conserving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, provides benefits in regards to coding and software application development. Here’s how:.
provides a robust API and extensive designer paperwork, making it easy to incorporate with other tools and build customized options.
This flexibility enables freelance reporters with coding abilities to extend the performance of and tailor it to their specific requirements.
Job Management for Software Application Advancement:.
‘s pipeline function can be adjusted to manage software application development tasks, from ideation to implementation.
You can produce customized phases for different development phases, appoint jobs to staff member, and track progress effectively.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and easy-to-use features, minimizing the discovering curve.
Adjustable pipelines and workflows to adjust to individual requirements.
Collective features that enhance teamwork and interaction.
Developer-friendly API for integration and modification.
Cost-efficient option for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for complete performance, restricting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While offers considerable advantages for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
uses a more cost effective solution, especially for freelancers and small businesses.
HubSpot has a complimentary variation, however advanced functions require a higher-tier paid subscription.
Features and Complexity:.
offers a more detailed suite of functions, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, using a structured experience.
Both and integrate with different third-party tools.
‘s seamless combination with Gmail is useful for users heavily reliant on email interaction.
As a freelance reporter, managing your hiring procedure and customer relationships is vital to your success. offers a inexpensive and instinctive service that perfectly incorporates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it might not have the sophisticated functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re an editor, content, or author developer, can empower you to take control of your freelance journalism profession 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.