As a seasoned freelance reporter, I understand the challenges of handling tasks, tracking leads, and nurturing client relationships. In this article, I will dive into the benefits of using 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 use for newbies hey people welcome back in this video I will be showing you how to use Streak Log In Crm for your consumer relations cooperation interaction and a lot more so let’s enter into it first of all you require to go to streak.com and you will arrive at this website right here now is a sort of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is truly fantastic and I’ll show you how to do that as a total novice it will help you personalize a best procedure for your group and you will have the ability to get your work done now let’s really enter the process now is offered as an extension and it’s entirely complimentary so once you get to the website you’ll get this option here which is add 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 alright it’s done and now it is adding 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 check in make certain to sign.
into the very same Gmail that you have included the uh you know streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click allow after adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting just recently seen all tracked emails and upgraded reply and after that we have this brand-new choice which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this resembles our new control panel for here I’ll be able to create a brand-new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go create a brand-new pipeline let’s really do that you will click on new pipeline here and we have various alternatives firstly we have the stages so this is where you will select these phases for your pipeline and you can actually we have actually a lead contacted pitched demonstration working out close phone closed uh you understand 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 industry deal size business size close rate email thread count days and state and notes so if you want to add another stage you will click on this Plus on top and you will provide your phase a name let’s say that you really wanted to create another um you understand stage here for example let’s say I didn’t have no strings so I can create right here.
and you can provide it your color so we can actually pick various colors for each of the stages but I think all of these are really already produced so this is in fact pretty impressive 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 demonstration are sort of like the exact same thing we just choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is in fact let’s eliminate the demo 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 complimentary type a date check box drop down General e-mail email tracking job calls and conferences so I do not 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 opt for this one here this is the field that was in fact missing and I’ll in fact reorganize and put the notes here fine e-mail thread count close date alright business’s size offer size and Company size alright let’s get rid of the company size and I’m gon na actually find something else within the general where we have actually produced by date developed fans and more so I really wish to choose the developed.
by or maybe the fans since I wish to keep an eye on my employee that are in fact following this so I will you know 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 readily available within streak is actually among the simplest and one of the most uh you know versatile out there it’s very easy to use with design templates we have tasks too within my task again if I didn’t wish to choose these sales if I made with jobs then I can go with the job phases right here and again the fields the process is going to be similar you will pick these phases from here on this plus button here and you can also offer it various various colors we also have company Dev here you can see then we have working with so if you do working with then this is going to be your stages task search financier fundraising others real estate assistance and custom-made So within our assistance you can see we have actually inbound appointed working on solved and sound this is in fact pretty good and we likewise have custom where I can really start something from the scratch absolutely according to my business for me we merely have the sales so I’m gon na opt for the sales here and click create personal or.
shared so I will be sharing this with a team member so I’m going to opt for the shared one here and click on develop now it will simply take a 2nd for a street to produce a pipeline for me so you can see this actually looks pretty good now I will have the ability to include my Lead Series so you can in fact click this fall and we have handle stage 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 ADD box here and I’m going to add a box in the lead area here and let’s simply call it brand-new and click get in so now you can see we have one lead produced 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 brand-new I’m going to include another lead let’s call it brand-new 2 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 this way now you can see we have two leads then let’s state there was a contacted also there’s one working out so I’ll just simply click on brand-new now as soon as you produce a lead we can in fact click here and it will now open the various fields that we added so this is a new Elite that I produced and we have all of these various columns we have the fields that we developed keep in mind and after that we have invite teammates so from here I can welcome the employee we have add columns we have e-mails files and remarks you can switch to the emails and it will show you the e-mails that you got in files we can even publish files and after that 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 develop a lead within your as soon as you’re finished 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 two leads one contacted and something like this and this is where you will be getting your list we can select different leads from here the stages and we can carry out bulk actions such as deleting and sharing also uh one more thing with srix on top you will be able to see we have private choice we have these three dots where we can find these phases Integrations and automation this is one of the important ones click on this link and you’ll be able to really incorporate um other apps within yourr transfer information for notices for automations custom develops and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they extremely easily and produce our CSV files similarly now I can switch to my various folders that we have here and I can develop a new pipeline we can change to our simple Gmail really easily from here and it will also 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 occurs is I can actually produce a follow-up e-mails and various storage emails here and we have active advises so utilizing is really easy you can get started free of charge by just including the combination and now you know how to use as a total beginner do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me supply some context about my career and how it connects to. As a freelance reporter, I have actually worked with various clients, handled numerous projects concurrently, and maintained an extensive network of contacts. Balancing these obligations can be overwhelming, and I acknowledged the requirement for a centralized system to streamline my operations.
In my quest for an option, I explored numerous platforms however discovered them to be either too complex or too pricey for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that flawlessly incorporates with Gmail, making it perfect for freelance reporters who greatly count on email interaction. Here are some key advantages of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Company:.
permits you to track and arrange your emails effortlessly, providing you a clear overview of your interactions with clients, leads, and collaborators.
You can develop personalized pipelines directly within your inbox, making it simple to handle and monitor the progress of your projects and jobs.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to visualize and manage your sales procedure from lead generation to task completion.
You can classify contacts, produce custom-made phases, set pointers, and track interactions, guaranteeing that no chance slips through the cracks.
Seamless Cooperation and Teamwork:.
helps with cooperation by allowing you to share pipelines and communicate with employee within the platform.
You can appoint jobs, share important e-mails, and team up in real-time, improving productivity and guaranteeing everyone remains on the very same page.
‘s versatile workflow system allows you to personalize your pipelines and automate recurring jobs.
You can create design templates for typical email responses, schedule follow-ups, and established reminders, saving you important time and effort.
in Terms of Coding and Software application:.
Beyond its application in self-employed journalism, uses benefits in regards to coding and software development. Here’s how:.
provides a robust API and comprehensive developer documents, making it simple to integrate with other tools and develop custom services.
This versatility enables independent reporters with coding skills to extend the performance of and customize it to their specific needs.
Job Management for Software Application Development:.
‘s pipeline feature can be adapted to handle software application advancement projects, from ideation to implementation.
You can produce custom stages for various development stages, assign tasks to team members, and track progress efficiently.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Intuitive user interface and easy-to-use features, lessening the finding out curve.
Personalized pipelines and workflows to adjust to private requirements.
Collaborative functions that enhance teamwork and communication.
Developer-friendly API for combination and personalization.
Affordable solution for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Dependence on Gmail for full functionality, restricting compatibility with other email providers.
Contrast with HubSpot CRM:.
While offers substantial benefits for freelance journalists, it’s important to consider other popular CRM platforms like HubSpot. Here’s a short contrast:.
provides a more budget-friendly solution, especially for freelancers and small businesses.
HubSpot has a totally free variation, but advanced features require a higher-tier paid membership.
Features and Intricacy:.
offers a more comprehensive suite of functions, consisting of sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is helpful for users heavily reliant on email communication.
As a self-employed reporter, managing your hiring procedure and client relationships is vital to your success. deals a user-friendly and inexpensive solution that seamlessly incorporates with Gmail, allowing you to simplify your operations and concentrate on your craft. While it may not have the advanced features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance journalists.
Whether you’re an editor, content, or author developer, 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 impact of Streak CRM in your freelance journalism undertakings.