As an experienced freelance reporter, I understand the difficulties of handling projects, tracking leads, and supporting customer relationships. In this post, I will dive into the benefits of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey people welcome back in this video I will be showing you how to use Streak Crm Website Integration for your customer relations collaboration communication and much more so let’s get into it first of all you require to go to streak.com and you will arrive on this site right here now is a kind of CRM that we can add to our simple Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is really fantastic and I’ll reveal you how to do that as a total novice it will assist you personalize a perfect procedure for your team and you will have the ability to get your work done now let’s actually enter into the procedure now is offered as an extension and it’s completely complimentary so as soon as you get to the site you’ll get this alternative 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 on ADD extension and your extension will be added fine 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 merely check in make sure to sign.
into the 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 simple you know folders we are getting just recently viewed all tracked e-mails and upgraded 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 combines so you can see this is like our brand-new control panel for here I’ll be able to develop a brand-new pipeline we have our sales orders sales once 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 various options first off we have the stages so this is where you will select these stages for your pipeline and you can actually we have actually a lead contacted pitched demo 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 concern market deal size company size close rate e-mail thread count days and state and keeps in mind so if you want to include another phase you will click on this Plus at the top and you will provide your phase a name let’s say that you really wanted to produce another um you know phase here for instance let’s say I didn’t have no strings so I can produce right here.
and you can give it your color so we can in fact pick various colors for each of the stages but I think all of these are really currently developed so this is really quite impressive what I will do is I will actually eliminate this one and if you feel like there is um I think 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 demo 2 what I’ll do is in fact let’s get rid of the demo here and then we have working out 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 this plus here and we have complimentary kind a date check box drop down General e-mail email tracking task calls and conferences 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 in fact missing and I’ll really reorganize and put the notes here okay email thread count close date okay business’s size offer size and Business size okay let’s get rid of the business size and I’m gon na in fact discover something else within the basic where we have actually produced by date created fans and more so I in fact wish to opt for the developed.
by or perhaps the followers because I wish to keep track of 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 wanted for my pipeline now you can see there are a lot of choices offered within streak is really one of the simplest and one of the most uh you understand versatile out there it’s very 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 made with jobs then I can opt for the job stages right here and again the fields the procedure is going to be comparable you will pick these stages from here on this plus button here and you can likewise offer it different various colors we also have service Dev here you can see then we have working with so if you do employing then this is going to be your stages task search financier fundraising others property support and custom-made So within our support you can see we have inbound designated dealing with solved and noise this is actually pretty good and we likewise have custom-made where I can actually start something from the scratch absolutely according to my company for me we merely have the sales so I’m gon na opt for the sales here and click develop private or.
shared so I will be sharing this with a staff member so I’m going to opt for the shared one here and click on develop now it will just take a 2nd for a street to develop 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 really click on this fall and we have manage phase or relabel so as I proceed as I include different 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 include 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 get in 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 brand-new I’m going to add another lead let’s call it new two we can really open this up in a brand-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 2 leads then let’s say there was a called as well there’s one negotiating so I’ll just merely click brand-new now once you develop a lead we can in fact click here 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 created keep in mind and after that we have invite colleagues so from here I can invite the employee we have add columns we have emails files and comments you can change 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 once 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 once you’re finished with this you can really click go into and it will be closed now it will reveal 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 various leads from here the stages and we can carry out bulk actions such as erasing and sharing also uh another thing with srix at the top you will be able to see we have private choice we have these three dots where we can discover these phases Integrations and automation this is among the important ones click here and you’ll have the ability to in fact integrate um other apps within yourr transfer information for notifications for automations custom builds and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export information they very quickly and develop our CSV files likewise now I can change to my various folders that we have here and I can create a brand-new pipeline we can switch to our easy Gmail very quickly from here and it will likewise reveal me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our combine emails now with our so this is the combine e-mail and with combine email what happens is I can actually produce a follow-up e-mails and various storage e-mails here and we have active instructs so using is truly simple you can begin for free by simply including the integration and now you understand how to use as a complete beginner do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me supply some context about my career and how it connects to. As a self-employed journalist, I’ve worked with numerous customers, handled numerous tasks all at once, and maintained a substantial network of contacts. Balancing these duties can be frustrating, and I acknowledged the need for a central system to improve my operations.
In my quest for a solution, I explored different platforms however found them to be either too expensive or too complex for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly integrates with Gmail, making it perfect for independent journalists who heavily rely on e-mail communication. Here are some key benefits of using for your freelance journalism working with procedure:.
User-friendly Email Tracking and Company:.
permits you to track and arrange your emails easily, providing you a clear introduction of your interactions with customers, leads, and collaborators.
You can create customizable pipelines directly within your inbox, making it easy to handle and monitor the progress of your assignments and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to imagine and handle your sales process from list building to project completion.
You can categorize contacts, create custom-made phases, set pointers, and track interactions, ensuring that no chance slips through the cracks.
Smooth Cooperation and Team Effort:.
assists in collaboration by allowing you to share pipelines and interact with team members within the platform.
You can appoint tasks, share essential e-mails, and collaborate in real-time, boosting performance and ensuring everybody stays on the very same page.
‘s versatile workflow system enables you to customize your pipelines and automate repeated tasks.
You can create design templates for common email reactions, schedule follow-ups, and established tips, saving you important effort and time.
in Regards to Coding and Software application:.
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 substantial designer documents, making it simple to integrate with other tools and develop custom-made options.
This flexibility allows independent reporters with coding skills to extend the performance of and customize it to their specific requirements.
Project Management for Software Application Development:.
‘s pipeline feature can be adapted to manage software development projects, from ideation to implementation.
You can develop customized stages for various advancement phases, appoint tasks to employee, and track progress efficiently.
Benefits and drawbacks of
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
User-friendly user interface and user friendly functions, reducing the finding out curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collective functions that boost teamwork and communication.
Developer-friendly API for combination and modification.
Affordable option for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for complete performance, restricting compatibility with other email providers.
Contrast with HubSpot CRM:.
While deals substantial benefits for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more budget friendly solution, specifically for freelancers and small companies.
HubSpot has a totally free version, but advanced features require a higher-tier paid membership.
Functions and Intricacy:.
supplies a more thorough suite of features, including sophisticated marketing automation and analytics.
concentrates on simplicity and ease of use, providing a structured experience.
Both and integrate with various third-party tools.
‘s smooth integration with Gmail is helpful for users heavily reliant on email communication.
As a self-employed journalist, managing your hiring process and customer relationships is paramount to your success. offers a inexpensive and instinctive solution that perfectly integrates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it may not have the advanced functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re an editor, content, or writer creator, can empower you to take control of your freelance journalism career by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.