As a skilled freelance journalist, I understand the challenges of managing projects, tracking leads, and nurturing customer relationships. In this post, I will dig into the benefits of utilizing for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for beginners hey people welcome back in this video I will be showing you how to utilize What Does Streak Do With Emails In Free Crm for your client relations collaboration communication and far more so let’s get into it firstly you need to go to streak.com and you will arrive at this website right here now is a sort of CRM that we can add 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 fantastic and I’ll reveal you how to do that as a complete beginner it will help you tailor a best process for your group and you will have the ability to get your work done now let’s actually get into the procedure now is available as an extension and it’s totally complimentary so when 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 contribute to Chrome click ADD extension and your extension will be included 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 simply sign in make sure to sign.
into the exact 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 just scroll down and click on enable after adding this is what your Gmail will appear like now you can see here in our simple you understand folders we are getting recently seen all tracked e-mails and upgraded 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 combines so you can see this resembles our new control panel for here I’ll have the ability to produce a brand-new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go develop a brand-new pipeline let’s actually 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 actually we have actually a lead contacted pitched demo negotiating close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last email last e-mail from lead Source priority market deal size business size close rate e-mail thread count days and state and keeps in mind so if you want to add another stage you will click this Plus on top and you will provide your stage a name let’s say that you really wanted to create 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 pick different colors for each of the stages but I believe all of these are actually currently created so this is in fact pretty impressive 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 sort of like the exact 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 then 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 on this plus here and we have complimentary kind a date check box drop down General e-mail e-mail tracking job calls and meetings 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 go with this one here this is the field that was actually missing and I’ll in fact rearrange and put the notes here all right email thread count close date all right company’s size offer size and Company size alright let’s get rid of the business size and I’m gon na in fact find something else within the general where we have developed by date developed fans and more so I really wish to choose the developed.
by or possibly the followers since I want to keep track of my team members that are in fact following this so I will you know 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 great deal of alternatives available within streak is in fact one of the easiest and one of the most uh you understand versatile out there it’s very easy to use with design templates we have jobs too within my project once again if I didn’t want to opt for these sales if I made with tasks then I can opt for the project stages right here and again the fields the process is going to be comparable you will choose these phases from here on this plus button here and you can likewise give it different different colors we also have organization Dev here you can see then we have employing so if you do hiring then this is going to be your stages job search investor fundraising others realty assistance and customized So within our assistance you can see we have inbound assigned working on fixed and noise this is really pretty good and we also have custom where I can really start something from the scratch completely according to my company for me we just have the sales so I’m gon na choose the sales here and click on create 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 produce now it will simply take a 2nd for a street to develop a pipeline for me so you can see this actually looks pretty good now I will be able to include my Lead Series so you can in fact click on this drop down and we have manage phase or rename so as I continue 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 include a box in the lead section here and let’s just call it brand-new and click enter so now you can see we have actually one lead produced let’s say that there is in fact closed one so I’m going to add one here let’s just for now let’s call it new I’m going to add another lead let’s call it new 2 we can in fact open this up in a 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 two leads then let’s say there was a called also there’s one working out so I’ll just merely click new now when you develop a lead we can in fact click on this link and it will now open the different fields that we included so this is a brand-new Elite that I developed and we have all of these different columns we have the fields that we produced remember and then we have invite colleagues so from here I can invite the employee we have add columns we have emails files and remarks you can switch to the e-mails and it will show you the e-mails that you got in files we can even publish files and after that we have the remarks at the top here once again we have the call log we have our conference notes and we even have our.
accessories so this is how you produce a lead within your as soon as you’re done with this you can really click enter 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 two leads one called 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 erasing and sharing also uh another thing with srix on top you will have the ability to see we have personal alternative we have these 3 dots where we can discover these stages Combinations and automation this is among the essential ones click here and you’ll be able to actually integrate um other apps within yourr transfer information for notifications for automations custom 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 produce our CSV files likewise now I can change to my various folders that we have here and I can produce a new pipeline we can switch to our easy Gmail very easily from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our merge e-mails now with our so this is the combine e-mail and with combine e-mail what happens is I can really produce a follow-up e-mails and various storage e-mails here and we have active advises so utilizing is really easy you can start for free by simply adding the integration and now you know how to utilize as a complete beginner don’t.
My Journey as a Freelance Journalist:.
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 reporter, I’ve worked with many customers, managed several jobs at the same time, and preserved a substantial network of contacts. Balancing these duties can be overwhelming, and I recognized the need for a centralized system to streamline my operations.
In my quest for a solution, I explored various platforms but discovered them to be either too complex or too pricey for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly integrates with Gmail, making it perfect for freelance reporters who greatly depend on e-mail interaction. Here are some crucial advantages of using for your freelance journalism hiring process:.
Intuitive Email Tracking and Organization:.
permits you to track and arrange your e-mails easily, providing you a clear overview of your communications with clients, leads, and partners.
You can develop customizable pipelines directly within your inbox, making it easy to monitor the development and manage of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to envision and handle your sales process from lead generation to project conclusion.
You can classify contacts, develop custom-made phases, set reminders, and track interactions, guaranteeing that no chance slips through the cracks.
Smooth Cooperation and Teamwork:.
facilitates partnership by permitting you to share pipelines and interact with staff member within the platform.
You can designate tasks, share crucial emails, and work together in real-time, boosting performance and ensuring everyone remains on the same page.
‘s flexible workflow system allows you to customize your pipelines and automate repeated jobs.
You can create templates for common e-mail responses, schedule follow-ups, and set up suggestions, conserving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, uses benefits in terms of coding and software development. Here’s how:.
provides a robust API and comprehensive developer paperwork, making it simple to integrate with other tools and build customized solutions.
This flexibility allows independent reporters with coding abilities to extend the functionality of and customize it to their particular needs.
Job Management for Software Advancement:.
‘s pipeline function can be adjusted to manage software development jobs, from ideation to implementation.
You can create custom-made phases for different development stages, assign jobs to team members, and track progress efficiently.
Benefits and drawbacks of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and easy-to-use features, decreasing the discovering curve.
Customizable pipelines and workflows to adapt to private requirements.
Collective features that enhance team effort and communication.
Developer-friendly API for integration and modification.
Economical solution for freelancers and small businesses.
Minimal reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation functions.
Reliance on Gmail for full functionality, limiting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While deals considerable advantages for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more economical option, specifically for freelancers and small businesses.
HubSpot has a complimentary variation, but advanced functions need a higher-tier paid membership.
Functions and Intricacy:.
supplies a more extensive suite of functions, consisting of innovative marketing automation and analytics.
focuses on simpleness and ease of use, offering a streamlined experience.
Both and integrate with various third-party tools.
‘s seamless integration with Gmail is beneficial for users heavily reliant on email interaction.
As a freelance journalist, managing your hiring process and client relationships is vital to your success. offers a budget-friendly and user-friendly solution that perfectly incorporates with Gmail, allowing you to enhance your operations and focus on your craft. While it may not have the advanced functions 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 writer, content, or editor developer, can empower you to take control of your freelance journalism career by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.