As an experienced freelance reporter, I understand the difficulties of handling tasks, tracking leads, and nurturing customer relationships. In this article, I will dig 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 men welcome back in this video I will be revealing you how to utilize Create Contact Folder In Streak Crm for your customer relations collaboration communication and much more so let’s get into it first off you need 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 simple Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is really amazing and I’ll show you how to do that as a total novice it will assist you customize an ideal procedure for your group and you will have the ability to get your work done now let’s really get into the process now is available as an extension and it’s entirely free so when you get to the website 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 add 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 directly 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 understand streak to now it will ask you for your gain access to and we’re gon na just scroll down and click on allow after including this is what your Gmail will appear like now you can see here in our simple you know folders we are getting just recently seen all tracked e-mails and updated 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 resembles our new dashboard for here I’ll be able to develop a 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 in fact do that you will click on brand-new pipeline here and we have various choices firstly we have the stages so this is where you will choose these phases for your pipeline and you can really we have a lead gotten in touch with pitched demo working out close phone closed uh you know then we have supporting all right then we have Fields so in fields we have a date of last email last e-mail from lead Source concern industry deal size company size close rate email thread count days and state and keeps in mind so if you want to add another phase you will click this Plus on top and you will provide your phase a name let’s state that you in fact wished to create another um you know stage 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 select different colors for each of the stages but I believe all of these are in fact already produced so this is actually 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 demo are type of like the very same thing we just choose the pitch so what I’ll do is uh we have demo two what I’ll do is really let’s get rid of 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 various fields that you want so you will click this plus here and we have free type a date check box drop down General email 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 opt for this one here this is the field that was actually missing and I’ll really reorganize and put the notes here fine e-mail thread count close date okay business’s size deal size and Business size fine let’s eliminate the company size and I’m gon na in fact find something else within the general where we have actually developed by date created followers and more so I actually wish to go for the produced.
by or maybe the followers since I want to keep an eye on 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 great deal of alternatives offered within streak is in fact among the most convenient and among the most uh you know versatile out there it’s really easy to use with templates we have projects too within my project again if I didn’t want to choose these sales if I did with projects then I can opt for the task stages right here and once again the fields the process is going to be similar you will select these stages from here on this plus button here and you can likewise give it different different colors we also have business Dev here you can see then we have hiring so if you do working with then this is going to be your stages job search financier fundraising others property support and custom So within our assistance you can see we have inbound designated dealing with resolved and sound this is actually respectable and we likewise have custom where I can actually start something from the scratch completely according to my organization for me we merely have the sales so I’m gon na go with the sales here and click on create personal 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 2nd for a street to develop a pipeline for me so you can see this really looks pretty good now I will have the ability to add my Lead Series so you can really click this drop down and we have handle phase or relabel so as I continue as I add different leads here what I I will do is I’ll just simply click and I’ll be able to add it click on the top here add 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 new and click go into 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 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 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 brand-new now as soon as you create a lead we can actually click here and it will now open the different 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 remember and after that we have welcome teammates so from here I can invite the staff member we have include columns we have e-mails files and remarks you can change to the emails and it will reveal you the emails that you got in files we can even publish files and after that we have the remarks at the top here again we have the call log we have our meeting notes and we even have our.
accessories so this is how you create a lead within your when you’re done with this you can really click on enter and it will be closed now it will show 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 pick various leads from here the stages and we can carry out bulk actions such as deleting 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 three dots where we can find these stages Combinations and automation this is among the important ones click here and you’ll have the ability to actually integrate um other apps within yourr transfer data for notices for automations custom-made builds and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and create our CSV files likewise now I can switch to my different folders that we have here and I can develop a new pipeline we can switch to our simple Gmail very easily from here and it will also reveal me the emails that I will be receiving for my pipelines that I have developed we will even have our merge emails now with our so this is the combine email and with combine email what takes place is I can really develop a follow-up emails and different storage emails here and we have active advises so using is actually simple you can get going totally free by just including the combination and now you understand how to use as a total newbie do not.
My Journey as a Freelance Reporter:.
Prior to 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 dealt with many customers, handled numerous projects at the same time, and preserved an extensive network of contacts. Balancing these duties can be frustrating, and I recognized the requirement for a central system to simplify my operations.
In my quest for a solution, I checked out numerous platforms but discovered them to be either too complicated or too pricey for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that perfectly integrates with Gmail, making it perfect for freelance journalists who heavily depend on e-mail communication. Here are some key benefits of using for your freelance journalism employing process:.
User-friendly Email Tracking and Organization:.
allows you to track and arrange your e-mails effortlessly, providing you a clear introduction of your interactions with customers, leads, and collaborators.
You can develop customizable pipelines straight within your inbox, making it easy to handle and keep an eye on the development of your assignments and tasks.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and manage your sales procedure from list building to job completion.
You can categorize contacts, produce custom-made stages, set tips, and track interactions, guaranteeing that no chance slips through the fractures.
Seamless Collaboration and Teamwork:.
helps with collaboration by enabling you to share pipelines and interact with team members within the platform.
You can assign tasks, share crucial emails, and collaborate in real-time, boosting efficiency and making sure everyone stays on the exact same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repetitive tasks.
You can develop templates for typical email reactions, schedule follow-ups, and set up reminders, saving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, uses advantages in terms of coding and software development. Here’s how:.
supplies a robust API and extensive developer documentation, making it easy to integrate with other tools and develop customized solutions.
This flexibility permits freelance reporters with coding skills to extend the functionality of and tailor it to their particular needs.
Job Management for Software Application Advancement:.
‘s pipeline function can be adjusted to manage software advancement projects, from ideation to implementation.
You can create customized phases for different development phases, assign tasks to staff member, and track progress efficiently.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive user interface and easy-to-use functions, reducing the learning curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collaborative features that improve team effort and communication.
Developer-friendly API for integration and customization.
Economical solution for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for complete functionality, limiting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While offers significant advantages for freelance reporters, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more inexpensive option, specifically for freelancers and small businesses.
HubSpot has a totally free variation, however advanced functions require a higher-tier paid subscription.
Features and Intricacy:.
provides a more detailed suite of functions, consisting of innovative marketing automation and analytics.
concentrates on simplicity and ease of use, offering a streamlined experience.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is useful for users greatly reliant on email communication.
As a self-employed journalist, managing your hiring procedure and customer relationships is critical to your success. offers a user-friendly and inexpensive service that effortlessly integrates with Gmail, enabling you to streamline your operations and concentrate on your craft. While it might not have the innovative functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal choice for freelance reporters.
Whether you’re an editor, material, or writer creator, can empower you to take control of your freelance journalism profession by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.