As a skilled freelance journalist, I understand the challenges of managing projects, tracking leads, and supporting customer relationships. In this short article, I will dive into the benefits of utilizing for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey guys welcome back in this video I will be revealing you how to utilize Streak Crm Tutorial Company for your customer relations collaboration communication and much more so let’s enter it firstly you require 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 simple Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is truly amazing and I’ll show you how to do that as a total novice it will help you customize a perfect procedure for your group and you will have the ability to get your work done now let’s in fact enter the process now is available as an extension and it’s totally totally free so once 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 add to Chrome click on ADD extension and your extension will be added all right it’s done and now it is contributing 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 sign in make sure to sign.
into the exact same Gmail that you have added the uh you know streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click on 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 recently seen all tracked e-mails and updated 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 merges so you can see this is like our new control panel for here I’ll have the ability 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 brand-new pipeline let’s in fact do that you will click on new pipeline here and we have different choices to start with we have the stages so this is where you will choose these stages for your pipeline and you can in fact we have a lead called pitched demonstration 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 priority industry deal size business size close rate email thread count days and state and notes so if you wish to add another phase you will click on this Plus on top and you will provide your phase a name let’s state that you really wished to produce another um you know phase here for example let’s state I didn’t have no strings so I can create right here.
and you can provide it your color so we can actually select different colors for each of the stages but I believe all of these are in fact currently produced so this is actually pretty remarkable 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 kind of like the very same thing we just go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is in fact let’s get rid of the demonstration here and after that we have negotiating with negotiating I can opt for 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 complimentary type a date check box fall General e-mail email tracking job calls and meetings so I don’t see anything for the course and meetings 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 in fact reorganize and put the notes here fine email thread count close date fine business’s size offer size and Company size alright let’s get rid of the company size and I’m gon na in fact discover something else within the general where we have actually developed by date produced followers and more so I actually wish to go for the created.
by or possibly the followers because I want to monitor my staff member that are in fact 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 readily available within streak is in fact among the most convenient and among the most uh you understand versatile out there it’s really easy to use with design templates we have tasks too within my project again if I didn’t want to opt for these sales if I finished with jobs then I can go with the task stages 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 various various colors we also have business Dev here you can see then we have employing so if you do working with then this is going to be your stages task search financier fundraising others property assistance and custom So within our assistance you can see we have inbound designated working on solved and noise this is really respectable and we likewise have customized where I can really start something from the scratch completely according to my organization for me we simply have the sales so I’m gon na choose the sales here and click produce personal 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 on produce now it will simply take a second for a street to produce a pipeline for me so you can see this really looks respectable now I will have the ability to add my Lead Series so you can really click this fall 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 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 include a box in the lead section here and let’s simply call it new and click on enter so now you can see we have actually one lead created let’s state that there is actually closed one so I’m going to add one here let’s just for now let’s call it new I’m going to include another lead let’s call it brand-new 2 we can really open this up in a new tab from here too however I’m just for now I’m simply gon na work in this manner now you can see we have 2 leads then let’s say there was a called also there’s one negotiating so I’ll just simply click new now when you produce a lead we can really click on this link and it will now open the different fields that we included so this is a new Elite that I developed and we have all of these various columns we have the fields that we produced keep in mind and after that we have invite colleagues so from here I can welcome the team members we have add columns we have e-mails files and comments you can switch to the emails and it will reveal you the emails that you got in files we can even submit files and after that we have the comments at the top here again we have the call log we have our meeting notes and we even have our.
attachments so this is how you develop a lead within your when you’re finished with this you can really click on 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 2 leads one gotten in touch with 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 perform bulk actions such as deleting and sharing as well uh another thing with srix on top you will have the ability to see we have private option we have these three dots where we can find these phases Integrations and automation this is among the important ones click on this link and you’ll be able to really incorporate um other apps within yourr transfer information for alerts for automations customized constructs and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export information they really easily and develop our CSV files similarly now I can change to my different folders that we have here and I can create a brand-new pipeline we can change to our simple Gmail really quickly from here and it will also reveal me the e-mails 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 merge e-mail and with merge e-mail what occurs is I can in fact develop a follow-up emails and different storage emails here and we have active instructs so using is truly easy you can get started for free by just including the integration and now you understand how to use as a total novice don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me provide some context about my profession and how it associates with. As a self-employed reporter, I have actually dealt with numerous customers, managed numerous tasks all at once, and kept a comprehensive network of contacts. Juggling these obligations can be overwhelming, and I recognized the requirement for a central system to simplify my operations.
In my quest for a solution, I checked out various platforms but discovered them to be either too expensive or too complex 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 seamlessly integrates with Gmail, making it ideal for independent journalists who greatly rely on email interaction. Here are some key benefits of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Company:.
permits you to track and organize your emails effortlessly, providing you a clear introduction of your interactions with customers, leads, and partners.
You can produce adjustable pipelines directly within your inbox, making it easy to handle and keep track of the development of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to envision and manage your sales process from lead generation to task completion.
You can classify contacts, produce custom phases, set suggestions, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Partnership and Team Effort:.
helps with collaboration by enabling you to share pipelines and communicate with employee within the platform.
You can designate tasks, share important emails, and team up in real-time, improving performance and making sure everybody stays on the exact same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repeated tasks.
You can create design templates for typical email responses, schedule follow-ups, and set up suggestions, conserving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, provides advantages in regards to coding and software application advancement. Here’s how:.
offers a robust API and extensive developer paperwork, making it simple to incorporate with other tools and develop custom options.
This flexibility permits freelance journalists with coding abilities to extend the functionality of and tailor it to their specific needs.
Project Management for Software Development:.
‘s pipeline feature can be adjusted to handle software advancement tasks, from ideation to deployment.
You can produce custom stages for different advancement phases, designate jobs to team members, and track development effectively.
Pros and Cons of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and user friendly functions, reducing the learning curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collective functions that improve team effort and communication.
Developer-friendly API for integration and customization.
Cost-efficient solution for freelancers and small businesses.
Restricted reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation features.
Reliance on Gmail for complete functionality, restricting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
uses a more affordable service, specifically for freelancers and small companies.
HubSpot has a complimentary variation, however advanced functions require a higher-tier paid subscription.
Functions and Complexity:.
supplies a more extensive suite of functions, including advanced marketing automation and analytics.
concentrates on simplicity and ease of use, using a structured experience.
Both and integrate with numerous third-party tools.
‘s seamless integration with Gmail is useful for users heavily reliant on email interaction.
As a freelance reporter, handling your hiring process and customer relationships is critical to your success. offers a user-friendly and budget friendly service that effortlessly integrates with Gmail, enabling you to enhance your operations and focus on your craft. While it may not have the innovative features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a author, material, or editor developer, can empower you to take control of your freelance journalism profession by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.