As a skilled freelance reporter, I understand the obstacles of handling jobs, tracking leads, and nurturing client relationships. In this short article, I will dig into the benefits of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey guys welcome back in this video I will be revealing you how to use Gartner Crm Streak Customer for your customer relations cooperation communication and much more so let’s enter into it first off you require to go to streak.com and you will land on this site right here now is a sort of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Center 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 beginner it will assist you customize an ideal process for your team and you will have the ability to get your work done now let’s in fact enter the procedure now is offered as an extension and it’s totally free 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 add to Chrome click ADD extension and your extension will be included okay 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 just sign in make certain to sign.
into the exact same Gmail that you have actually added the uh you understand streak to now it will ask you for your access and we’re gon na just scroll down and click enable after adding this is what your Gmail will look like now you can see here in our basic you know folders we are getting just recently seen all tracked e-mails and updated reply and then we have this brand-new option which is the pipeline so if I click Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this resembles our brand-new control panel for here I’ll be able to develop 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 produce a new pipeline let’s actually do that you will click brand-new pipeline here and we have different choices first of all we have the stages so this is where you will select these stages for your pipeline and you can in fact we have actually a lead contacted pitched demo working out close phone closed uh you know then we have supporting alright then we have Fields so in fields we have a date of last email last e-mail from lead Source top priority market offer size business size close rate e-mail thread count days and state and keeps in mind so if you wish to include another stage you will click this Plus at the top and you will offer your phase a name let’s say that you in fact wished 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 offer it your color so we can in fact choose various colors for each of the stages however I think all of these are actually already produced so this is actually pretty excellent what I will do is I will actually eliminate this one and if you seem like there is um I believe pitched and demo are sort of like the very same thing we simply opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s get rid of the demonstration here and after that we have working out with negotiating I can go with 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 desire so you will click on this plus here and we have free kind a date check box fall General e-mail email tracking job 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 opt for this one here this is the field that was really missing and I’ll in fact rearrange and put the notes here all right e-mail thread count close date okay business’s size offer size and Business size fine let’s eliminate the business size and I’m gon na actually discover something else within the general where we have actually developed by date developed followers and more so I in fact wish to choose the created.
by or perhaps the fans due to the fact that I wish to keep track of my team members that are actually following this so I will you know put it right here now these are the a few of the fields that I desired for my pipeline now you can see there are a lot of options available within streak is really among the simplest and one of the most uh you understand flexible out there it’s extremely easy to use with templates we have tasks too within my project once again if I didn’t wish to opt for these sales if I finished with jobs then I can opt for the task phases right here and again the fields the procedure is going to be comparable you will pick these phases from here on this plus button here and you can likewise offer it different different colors we likewise have organization Dev here you can see then we have employing so if you do employing then this is going to be your phases task search investor fundraising others realty assistance and custom-made So within our support you can see we have incoming assigned dealing with solved and noise this is really pretty good and we also have customized where I can in fact start something from the scratch totally according to my company for me we just have the sales so I’m gon na opt for the sales here and click develop 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 create now it will just take a 2nd for a street to produce a pipeline for me so you can see this in fact looks respectable now I will have the ability to add my Lead Series so you can in fact click this drop down and we have manage 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 have the ability 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 brand-new and click on enter so now you can see we have one lead created let’s say that there is really 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 two we can really open this up in a brand-new tab from here too but I’m just for now I’m just gon na work in this manner now you can see we have 2 leads then let’s state there was a gotten in touch with also there’s one working out so I’ll just merely click brand-new now when you create 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 developed and we have all of these different columns we have the fields that we produced keep in mind and after that we have welcome teammates so from here I can welcome the employee we have add columns we have e-mails files and comments you can change to the e-mails 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 meeting notes and we even have our.
accessories so this is how you produce a lead within your when you’re made 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 data gathered here and at the top we’re getting our account such as 2 leads one gotten in touch with 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 deleting and sharing as well uh one more thing with srix at the top you will be able to see we have personal option we have these 3 dots where we can find these stages Integrations and automation this is one of the crucial ones click here and you’ll have the ability to actually integrate um other apps within yourr transfer data for notifications for automations customized constructs and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they very easily and produce our CSV files similarly now I can change to my various folders that we have here and I can produce a brand-new pipeline we can switch to our basic Gmail really easily from here and it will also reveal me the e-mails that I will be receiving for my pipelines that I have actually created we will even have our combine e-mails now with our so this is the merge e-mail and with combine email what takes place is I can actually produce a follow-up emails and various storage e-mails here and we have active advises so using is actually easy you can get started totally free by just adding the combination and now you understand how to use as a total newbie don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me offer some context about my career and how it relates to. As a self-employed reporter, I’ve dealt with various clients, handled several jobs at the same time, and maintained an extensive network of contacts. Balancing these obligations can be overwhelming, and I acknowledged the need for a centralized system to streamline my operations.
In my quest for an option, I explored numerous platforms but found them to be either too pricey or too intricate for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly integrates with Gmail, making it perfect for self-employed reporters who heavily count on e-mail communication. Here are some essential benefits of using for your freelance journalism employing process:.
User-friendly Email Tracking and Company:.
enables you to track and organize your e-mails effortlessly, offering you a clear introduction of your communications with customers, leads, and collaborators.
You can produce adjustable pipelines directly within your inbox, making it simple to handle and keep track of the development of your projects and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and manage your sales process from lead generation to task conclusion.
You can categorize contacts, produce custom-made stages, set suggestions, and track interactions, guaranteeing that no chance slips through the fractures.
Seamless Collaboration and Teamwork:.
assists in cooperation by enabling you to share pipelines and interact with team members within the platform.
You can designate tasks, share essential emails, and collaborate in real-time, improving efficiency and guaranteeing everybody stays on the exact same page.
‘s versatile workflow system allows you to personalize your pipelines and automate repeated jobs.
You can produce design templates for typical email reactions, schedule follow-ups, and set up reminders, saving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, offers advantages in terms of coding and software advancement. Here’s how:.
offers a robust API and comprehensive designer documents, making it easy to incorporate with other tools and construct customized services.
This versatility enables independent journalists with coding skills to extend the performance of and tailor it to their specific needs.
Job Management for Software Application Development:.
‘s pipeline feature can be adjusted to handle software application development tasks, from ideation to implementation.
You can develop custom phases for different development phases, designate jobs to employee, and track development efficiently.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
Instinctive interface and easy-to-use features, minimizing the learning curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collective functions that improve team effort and interaction.
Developer-friendly API for integration and modification.
Economical service for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for complete performance, restricting compatibility with other e-mail service providers.
Contrast with HubSpot CRM:.
While offers significant advantages for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more cost effective solution, particularly for freelancers and small companies.
HubSpot has a totally free variation, however advanced features require a higher-tier paid membership.
Features and Intricacy:.
offers a more comprehensive suite of features, consisting of innovative marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Both and integrate with various third-party tools.
‘s seamless integration with Gmail is useful for users greatly reliant on email interaction.
As a self-employed journalist, managing your hiring procedure and client relationships is paramount to your success. offers a user-friendly and inexpensive option that flawlessly integrates with Gmail, allowing you to enhance your operations and focus on your craft. While it might not have the innovative functions of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a writer, editor, 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 endeavors.