As an experienced freelance reporter, I understand the obstacles of handling jobs, tracking leads, and supporting customer relationships. In this article, I will dive into the benefits of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to use for novices hey men welcome back in this video I will be revealing you how to use The Streak Crm Freezing for your customer relations cooperation communication and far more so let’s enter into it to start with you require to go to streak.com and you will arrive on this site right here now is a type of CRM that we can add to our basic Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is truly incredible and I’ll show you how to do that as a complete beginner it will help you customize a best process for your team and you will be able to get your work done now let’s really enter the process now is available as an extension and it’s entirely totally free so once you get to the site you’ll get this option here which is contribute to Chrome and you’re.
going to select 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 alright 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 check in ensure to sign.
into the 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 merely scroll down and click allow after including this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting just recently seen all tracked e-mails and updated reply and then 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 is like our new control panel for here I’ll be able to produce a brand-new pipeline we have our sales orders sales once again we have our Sports and employing 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 options to start with we have the stages so this is where you will select these phases for your pipeline and you can in fact we have a lead gotten in touch with pitched demonstration negotiating close phone closed uh you understand then we have nurturing all right then we have Fields so in fields we have a date of last email last email from lead Source priority market deal size company size close rate email thread count days and state and notes so if you wish to include another stage you will click this Plus on top and you will give your stage a name let’s state that you really wanted to create another um you understand phase here for example let’s state I didn’t have no strings so I can develop right here.
and you can offer it your color so we can actually select different colors for each of the stages however I think all of these are actually already produced so this is in fact pretty excellent what I will do is I will in fact get rid of this one and if you feel like there is um I think pitched and demo are kind 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 really let’s eliminate the demonstration 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 stages then I will scroll down to the fields here with each pipeline what are the different fields that you desire so you will click on this plus here and we have totally free type a date check box fall General e-mail email tracking job calls and conferences so I don’t 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 choose this one here this is the field that was actually missing out on and I’ll really reorganize and put the notes here all right e-mail thread count close date all right business’s size offer size and Business size all right let’s get rid of the business size and I’m gon na really discover something else within the general where we have developed by date developed followers and more so I really want to choose the produced.
by or perhaps the followers due to the fact that I want to track my staff member that are really following this so I will you know 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 lot of options readily available within streak is in fact one of the simplest and among the most uh you understand flexible out there it’s extremely easy to use with design templates we have projects too within my project once again if I didn’t wish to opt for these sales if I made with jobs then I can go with the project stages right here and once again the fields the procedure is going to be similar you will choose these phases from here on this plus button here and you can also give it various different colors we likewise have service 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 investor fundraising others realty support and custom-made So within our support you can see we have actually incoming assigned working on fixed and noise this is actually respectable and we likewise have customized where I can actually start something from the scratch completely according to my service for me we simply have the sales so I’m gon na opt for the sales here and click produce 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 produce now it will just take a second for a street to produce a pipeline for me so you can see this in fact looks pretty good now I will be able to add 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 be able to include it click on the top here add a box so click on ADD box here and I’m going to add a box in the lead section here and let’s just call it new and click on get in so now you can see we have one lead produced let’s state 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 include another lead let’s call it brand-new two we can in fact open this up in a new tab from here too but I’m just for now I’m just gon na work this way now you can see we have two leads then let’s say there was a gotten in touch with too there’s one negotiating so I’ll just simply click brand-new now as soon as you produce a lead we can in fact click on this link and it will now open the different fields that we added 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 remember and after that we have welcome colleagues so from here I can invite the employee we have include columns we have e-mails files and remarks you can switch to the emails and it will reveal you the emails that you got in files we can even publish files and then we have the remarks 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 create a lead within your as soon as you’re done with this you can really click get in and it will be closed now it will reveal you something like this we have all of our information gathered here and at the top we’re getting our account such as 2 leads one contacted 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 perform bulk actions such as deleting and sharing as well uh one more thing with srix at the top you will have the ability to see we have private option we have these 3 dots where we can find these stages Integrations and automation this is one of the important ones click on this link and you’ll be able to in fact incorporate um other apps within yourr transfer data for notifications for automations custom-made constructs and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they extremely quickly and produce our CSV files similarly now I can switch to my various folders that we have here and I can produce a new pipeline we can change to our basic Gmail really easily from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have actually developed we will even have our merge emails now with our so this is the combine email and with merge email what happens is I can really create a follow-up e-mails and different storage emails here and we have active advises so using is really easy you can begin free of charge by simply adding the combination and now you understand how to use as a total newbie don’t.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me offer some context about my profession and how it connects to. As a self-employed journalist, I have actually dealt with various clients, handled multiple tasks concurrently, and maintained a comprehensive network of contacts. Balancing these responsibilities can be frustrating, and I acknowledged the requirement for a central system to simplify my operations.
In my quest for a solution, I explored various platforms however discovered them to be either too pricey 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 consumer relationship management tool that perfectly integrates with Gmail, making it ideal for freelance journalists who greatly depend on e-mail communication. Here are some crucial benefits of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Organization:.
allows you to track and organize your e-mails effortlessly, offering you a clear overview of your communications with customers, leads, and collaborators.
You can produce adjustable pipelines directly within your inbox, making it easy to monitor the progress and handle of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and manage your sales procedure from lead generation to project completion.
You can categorize contacts, create custom stages, set reminders, and track interactions, guaranteeing that no chance slips through the fractures.
Seamless Cooperation and Team Effort:.
assists in collaboration by enabling you to share pipelines and communicate with staff member within the platform.
You can appoint tasks, share crucial emails, and work together in real-time, boosting performance and ensuring everyone stays on the very same page.
‘s versatile workflow system allows you to tailor your pipelines and automate recurring 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 freelance journalism, provides benefits in terms of coding and software advancement. Here’s how:.
supplies a robust API and extensive designer documentation, making it simple to incorporate with other tools and build customized solutions.
This versatility permits freelance journalists with coding skills to extend the functionality of and customize it to their particular needs.
Job Management for Software Application Development:.
‘s pipeline function can be adapted to handle software development projects, from ideation to deployment.
You can develop customized stages for different advancement phases, assign tasks to employee, and track development efficiently.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive interface and easy-to-use functions, minimizing the discovering curve.
Personalized pipelines and workflows to adjust to individual requirements.
Collaborative functions that improve teamwork and interaction.
Developer-friendly API for combination and personalization.
Cost-efficient solution for freelancers and small companies.
Minimal reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation functions.
Dependence on Gmail for complete performance, limiting compatibility with other email providers.
Comparison with HubSpot CRM:.
While offers substantial advantages for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more budget-friendly option, specifically for freelancers and small companies.
HubSpot has a totally free version, however advanced functions require a higher-tier paid subscription.
Features and Complexity:.
supplies a more comprehensive suite of features, consisting of innovative marketing automation and analytics.
focuses on simplicity and ease of use, using a structured experience.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is beneficial for users greatly reliant on email communication.
As a self-employed journalist, managing your hiring procedure and client relationships is vital to your success. offers a instinctive and economical service that perfectly integrates with Gmail, enabling you to improve your operations and concentrate on your craft. While it may not have the advanced functions of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, author, or material developer, can empower you to take control of your freelance journalism career by efficiently managing your projects, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.