As a seasoned freelance reporter, I understand the challenges of handling projects, tracking leads, and nurturing client relationships. In this article, I will delve into the advantages of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey people welcome back in this video I will be revealing you how to utilize Streak Crm Users Groups for your client relations partnership communication and a lot more so let’s enter it firstly you require 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 easy Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is really incredible and I’ll show you how to do that as a complete beginner it will help you personalize an ideal process for your group and you will have the ability to get your work done now let’s really enter the procedure now is readily available as an extension and it’s entirely 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 contribute to Chrome click ADD extension and your extension will be added okay 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 simply sign in make certain to sign.
into the same Gmail that you have actually included the uh you know streak to now it will ask you for your access and we’re gon na simply scroll down and click allow 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 emails and updated reply and after that we have this new alternative 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 new dashboard for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go produce 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 choose these phases for your pipeline and you can actually we have actually a lead called pitched demonstration negotiating close phone closed uh you know then we have supporting fine then we have Fields so in fields we have a date of last email last e-mail from lead Source concern market 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 this Plus on top and you will offer your stage a name let’s state that you in fact wished to create another um you know phase here for instance let’s say I didn’t have no strings so I can develop right here.
and you can offer it your color so we can actually choose different colors for each of the stages however I think all of these are in fact currently produced so this is in fact pretty excellent what I will do is I will actually get rid of this one and if you feel like there is um I believe pitched and demo are sort of like the exact same thing we simply go with the pitch so what I’ll do is uh we have demo 2 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 different fields that you want so you will click this plus here and we have complimentary form a date check box drop down General e-mail e-mail tracking task 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 actually missing out on and I’ll in fact reorganize and put the notes here okay email thread count close date fine company’s size deal size and Business size fine let’s get rid of the company size and I’m gon na really find something else within the general where we have created by date created followers and more so I in fact wish to opt for the created.
by or maybe the followers due to the fact that I want to monitor my employee that are in fact following this so I will you understand put it right here now these are the a few of the fields that I desired for my pipeline now you can see there are a great deal of choices available within streak is in fact one of the most convenient and one of the most uh you understand flexible out there it’s extremely easy to use with templates we have projects too within my task again if I didn’t want to opt for these sales if I made with tasks then I can opt for the project phases right here and once again the fields the procedure is going to be similar you will select these phases from here on this plus button here and you can likewise offer it various various colors we also have service Dev here you can see then we have hiring so if you do employing then this is going to be your stages task search investor fundraising others property assistance and customized So within our support you can see we have actually inbound designated working on resolved and noise this is in fact pretty good and we also have custom-made where I can in fact start something from the scratch absolutely according to my service for me we just have the sales so I’m gon na choose the sales here and click produce private 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 produce now it will simply take a 2nd for a street to create a pipeline for me so you can see this actually looks respectable now I will be able to include my Lead Series so you can actually click on this fall and we have handle stage or rename 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 the top here include 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 enter so now you can see we have one lead developed let’s say 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 new two we can in fact open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s say there was a called too there’s one negotiating so I’ll just simply click on brand-new now as soon as you develop a lead we can in fact click on this link and it will now open the various fields that we included so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we produced keep in mind and after that we have invite teammates so from here I can invite the team members we have include columns we have emails files and remarks you can switch to the emails and it will show you the emails that you got in files we can even publish files and then we have the comments 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 produce a lead within your when you’re done with this you can actually click on enter and it will be closed now it will reveal you something like this we have all of our information 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 various leads from here the stages and we can carry out bulk actions such as erasing and sharing too uh one more thing with srix on top you will have the ability to see we have personal choice we have these 3 dots where we can find these stages Combinations and automation this is among the important ones click on this link and you’ll have the ability to really integrate um other apps within yourr transfer information for notifications for automations custom-made constructs and more we can likewise 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 various folders that we have here and I can produce a brand-new pipeline we can change to our easy 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 developed we will even have our merge emails now with our so this is the merge email and with merge e-mail what takes place is I can in fact develop a follow-up e-mails and different storage emails here and we have active instructs so utilizing is truly simple you can get started totally free by just adding the combination and now you understand how to utilize as a complete beginner don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me offer some context about my career and how it associates with. As an independent reporter, I’ve worked with many customers, managed several projects simultaneously, and maintained a substantial network of contacts. Balancing these obligations can be frustrating, and I acknowledged the need for a centralized system to improve my operations.
In my quest for an option, I explored different 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 self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that perfectly integrates with Gmail, making it perfect for self-employed journalists who heavily count on e-mail interaction. Here are some crucial benefits of using for your freelance journalism working with process:.
Intuitive Email Tracking and Organization:.
enables you to track and arrange your e-mails easily, giving you a clear overview of your interactions with customers, leads, and collaborators.
You can produce adjustable pipelines directly within your inbox, making it easy to manage and keep an eye on the progress of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to envision and handle your sales process from list building to job conclusion.
You can categorize contacts, develop custom-made stages, set pointers, and track interactions, guaranteeing that no chance slips through the cracks.
Seamless Partnership and Team Effort:.
facilitates partnership by permitting you to share pipelines and communicate with staff member within the platform.
You can designate jobs, share crucial e-mails, and team up in real-time, improving efficiency and ensuring everyone stays on the exact same page.
‘s versatile workflow system enables you to tailor your pipelines and automate repetitive jobs.
You can produce design templates for common email responses, schedule follow-ups, and set up tips, saving you valuable time and effort.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, provides benefits in regards to coding and software application development. Here’s how:.
supplies a robust API and extensive designer documents, making it easy to integrate with other tools and develop custom-made services.
This versatility permits independent reporters with coding abilities to extend the performance of and customize it to their specific requirements.
Job Management for Software Application Advancement:.
‘s pipeline function can be adapted to manage software advancement jobs, from ideation to deployment.
You can create custom phases for different advancement phases, assign jobs to staff member, and track progress efficiently.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Intuitive interface and easy-to-use functions, minimizing the discovering curve.
Customizable pipelines and workflows to adjust to specific requirements.
Collective features that enhance teamwork and communication.
Developer-friendly API for integration and modification.
Cost-efficient option for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation features.
Dependence on Gmail for full functionality, restricting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
provides a more cost effective solution, particularly for freelancers and small companies.
HubSpot has a totally free version, but advanced functions require a higher-tier paid membership.
Functions and Complexity:.
offers a more comprehensive suite of features, consisting of advanced marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Both and integrate with numerous third-party tools.
‘s seamless integration with Gmail is useful for users heavily reliant on e-mail communication.
As a self-employed reporter, managing your hiring process and customer relationships is vital to your success. offers a instinctive and budget-friendly service that flawlessly integrates with Gmail, enabling you to simplify your operations and focus on your craft. While it may not have the sophisticated functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re a writer, material, or editor creator, can empower you to take control of your freelance journalism profession by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.