As an experienced freelance journalist, I understand the challenges of handling projects, tracking leads, and nurturing client relationships. In this post, I will dig into the benefits of using for self-employed journalism, explore its functions in terms of sales pipeline and coding/software, and supply a contrast with HubSpot CRM.
tutorial how to use for beginners hey people welcome back in this video I will be revealing you how to utilize Is Streak Crm Actually Free for your consumer relations cooperation interaction and a lot more so let’s get into it to start with you require to go to streak.com and you will land on this website 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 in fact turn our Gmail into a platform which is really remarkable and I’ll reveal you how to do that as a complete novice it will assist you personalize an ideal procedure for your team and you will have the ability to get your work done now let’s really enter into the process now is offered as an extension and it’s totally 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 included fine it’s done and now it is adding 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 just sign in make certain to sign.
into the exact same Gmail that you have included the uh you know streak to now it will ask you for your access and we’re gon na merely scroll down and click permit after adding this is what your Gmail will appear like now you can see here in our easy you understand folders we are getting just recently viewed all tracked emails 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 merges so you can see this is like our new control panel for here I’ll be able to create a brand-new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go develop a brand-new pipeline let’s in fact do that you will click on brand-new pipeline here and we have various choices to start with we have the stages so this is where you will select these stages for your pipeline and you can actually we have a lead called pitched demonstration working out close phone closed uh you understand then we have supporting okay then we have Fields so in fields we have a date of last email last email from lead Source top priority industry offer size company size close rate e-mail thread count days and state and keeps in mind so if you wish to include another phase you will click this Plus on top and you will provide your stage a name let’s state that you actually wished to produce another um you know phase here for example let’s say I didn’t have no strings so I can create right here.
and you can give it your color so we can actually choose 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 actually eliminate 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 opt for 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 demonstration here and after that we have working out with negotiating I can opt for 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 want so you will click on this plus here and we have complimentary type a date check box fall General e-mail email tracking job calls and meetings 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 actually reorganize and put the notes here fine e-mail thread count close date all right company’s size offer size and Company size all right let’s get rid of the company size and I’m gon na in fact find something else within the basic where we have produced by date produced followers and more so I really want to opt for the created.
by or maybe the followers because I wish to track my staff member 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 among the most convenient and among the most uh you know flexible out there it’s really easy to use with design templates we have projects too within my project once again if I didn’t wish to go for these sales if I finished with tasks then I can opt for the task stages right here and again the fields the procedure is going to be similar you will select these stages from here on this plus button here and you can also offer it different different colors we likewise have company Dev here you can see then we have hiring so if you do hiring then this is going to be your stages task search investor fundraising others property support and custom So within our support you can see we have actually incoming assigned dealing with solved and sound this is in fact respectable and we also have custom-made where I can really start something from the scratch completely according to my organization for me we merely have the sales so I’m gon na opt for 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 opt for the shared one here and click develop now it will just take a second for a street to develop a pipeline for me so you can see this in fact looks respectable now I will be able to add my Lead Series so you can in fact click on this drop down and we have manage phase or rename so as I proceed as I include various leads here what I I will do is I’ll just merely click and I’ll be able to add it click the top here include a box so click ADD box here and I’m going to add a box in the lead section here and let’s simply call it new and click on enter 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 new I’m going to add another lead let’s call it new two we can actually open this up in a new tab from here too however I’m just for now I’m just gon na work this way now you can see we have two leads then let’s state there was a called also there’s one working out so I’ll just simply click brand-new now as soon as you produce a lead we can really click here and it will now open the different 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 then we have welcome teammates so from here I can invite 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 upload files and then we have the remarks 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 when you’re made with this you can actually 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 two leads one called and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can carry out bulk actions such as deleting and sharing also uh another thing with srix at the top you will be able to see we have personal choice we have these three dots where we can find these phases Integrations and automation this is among the important ones click here and you’ll be able to really integrate um other apps within yourr transfer data for alerts for automations custom-made develops and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export data they really quickly 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 change to our basic Gmail very quickly from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have produced we will even have our merge e-mails now with our so this is the combine e-mail and with merge e-mail what takes place is I can actually develop a follow-up e-mails and various storage e-mails here and we have active instructs so utilizing is really easy you can get started for free by just adding the combination and now you know how to use as a total novice don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me offer some context about my career and how it associates with. As a self-employed reporter, I’ve dealt with various clients, handled several projects all at once, and preserved a substantial network of contacts. Balancing these duties can be overwhelming, and I acknowledged the requirement for a centralized system to streamline my operations.
In my quest for an option, I checked out various platforms however found them to be either too complex or too expensive for my freelance setup. That’s when I found, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly incorporates with Gmail, making it perfect for independent journalists who greatly rely on email communication. Here are some essential advantages of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Organization:.
permits you to track and organize your e-mails easily, giving you a clear introduction of your interactions with clients, leads, and partners.
You can create adjustable pipelines straight within your inbox, making it easy to keep track of the development and handle of your jobs and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function allows you to envision and manage your sales process from list building to job completion.
You can classify contacts, create custom-made phases, set suggestions, and track interactions, guaranteeing that no chance slips through the fractures.
Seamless Cooperation and Teamwork:.
helps with collaboration by permitting you to share pipelines and communicate with team members within the platform.
You can assign tasks, share crucial emails, and work together in real-time, boosting efficiency and ensuring everyone stays on the same page.
‘s flexible workflow system enables you to customize your pipelines and automate recurring tasks.
You can create design templates for typical e-mail actions, schedule follow-ups, and set up pointers, conserving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in self-employed journalism, uses benefits in regards to coding and software advancement. Here’s how:.
provides a robust API and comprehensive developer documentation, making it easy to incorporate with other tools and develop customized services.
This flexibility permits freelance reporters with coding skills to extend the functionality of and tailor it to their particular requirements.
Project Management for Software Advancement:.
‘s pipeline function can be adjusted to manage software advancement tasks, from ideation to implementation.
You can create custom stages for various advancement stages, appoint jobs to team members, and track progress efficiently.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
Intuitive interface and easy-to-use functions, decreasing the discovering curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collaborative features that boost teamwork and interaction.
Developer-friendly API for integration and modification.
Cost-effective service for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for full performance, restricting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While offers considerable benefits for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more affordable solution, specifically for freelancers and small companies.
HubSpot has a free version, but advanced functions need a higher-tier paid subscription.
Functions and Intricacy:.
offers a more detailed suite of features, consisting of innovative marketing automation and analytics.
concentrates on simplicity and ease of use, providing a streamlined experience.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is helpful for users greatly reliant on email interaction.
As a self-employed journalist, managing your hiring procedure and customer relationships is paramount to your success. offers a inexpensive and intuitive solution that flawlessly incorporates with Gmail, allowing you to simplify your operations and focus on your craft. While it may not have the sophisticated features of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re a material, writer, or editor developer, can empower you to take control of your freelance journalism career by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.