As a skilled freelance journalist, I comprehend the challenges of managing tasks, tracking leads, and supporting customer relationships. In this article, I will dive into the advantages of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for novices hey guys invite back in this video I will be revealing you how to use Streak Com Crm for your customer relations collaboration interaction and a lot more so let’s enter into it first of all you need to go to streak.com and you will arrive at this website right here now is a type of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is really amazing and I’ll show you how to do that as a complete newbie it will help you tailor a best procedure for your team and you will have the ability to get your work done now let’s in fact enter the procedure now is available as an extension and it’s totally complimentary so once you get to the site you’ll get this choice 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 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 just check in make sure to sign.
into the same Gmail that you have added 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 allow 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 e-mails and upgraded 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 combines so you can see this is like 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 employing so this is where we’ll go create a brand-new pipeline let’s actually do that you will click brand-new pipeline here and we have various options first of all we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have a lead contacted pitched demo working out 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 e-mail from lead Source top priority market deal size company size close rate e-mail thread count days and state and keeps in mind so if you wish to add another phase you will click this Plus at the top and you will provide your stage a name let’s say that you in fact wished to produce another um you understand stage here for example 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 actually select different colors for each of the stages however I believe all of these are in fact already produced so this is actually quite excellent what I will do is I will really eliminate this one and if you seem like there is um I think pitched and demonstration are sort of like the exact same thing we just opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s get rid of the demo here and then we have negotiating with negotiating I can go with 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 free kind a date check box drop down 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 in fact missing and I’ll in fact reorganize and put the notes here alright e-mail thread count close date okay company’s size offer size and Company size alright let’s eliminate the company size and I’m gon na actually discover something else within the basic where we have actually created by date developed followers and more so I actually want to choose the created.
by or possibly the fans due to the fact that I want to keep an eye on my staff member that are actually 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 actually one of the most convenient and one of the most uh you understand versatile out there it’s extremely easy to use with design templates we have jobs too within my task once again if I didn’t want to opt for these sales if I finished with jobs then I can go with the job phases right here and once again the fields the procedure is going to be comparable you will choose these stages from here on this plus button here and you can also give it various various colors we also have service 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 realty assistance and custom-made So within our assistance you can see we have inbound appointed dealing with solved and sound this is in fact pretty good and we also have customized where I can actually start something from the scratch completely according to my organization for me we simply have the sales so I’m gon na go with the sales here and click develop 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 actually looks pretty good now I will have the ability to include my Lead Series so you can really click on this fall and we have handle phase or rename so as I continue as I include various leads here what I I will do is I’ll just merely click and I’ll be able 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 new and click on enter so now you can see we have actually one lead created let’s say that there is actually closed one so I’m going to include 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 really 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 2 leads then let’s state there was a contacted also there’s one working out so I’ll just simply click on brand-new now once you develop a lead we can in fact click here and it will now open up the various 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 developed remember and then we have invite colleagues so from here I can welcome the staff member we have add columns we have e-mails files and comments you can change to the emails and it will show you the emails that you got in files we can even publish files and then we have the comments 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 develop a lead within your when you’re finished with this you can in fact click go into 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 2 leads one contacted 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 carry out bulk actions such as erasing and sharing also uh another thing with srix at the top you will have the ability to see we have private option we have these three dots where we can find these stages Combinations and automation this is among the important ones click on this link and you’ll be able to actually integrate um other apps within yourr transfer data for notifications for automations customized develops and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they really quickly and develop 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 easy Gmail really quickly from here and it will also show me the emails that I will be getting for my pipelines that I have actually created we will even have our combine e-mails now with our so this is the merge email and with merge e-mail what takes place is I can actually create a follow-up e-mails and various storage e-mails here and we have active advises so utilizing is really simple you can start free of charge by just including the combination and now you know how to use as a complete newbie don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me supply some context about my profession and how it associates with. As a self-employed journalist, I’ve dealt with various customers, managed several tasks simultaneously, and maintained a substantial network of contacts. Balancing these obligations can be frustrating, and I recognized the need for a centralized system to simplify my operations.
In my mission for an option, I explored different platforms however discovered them to be either too pricey or too intricate 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 heavily depend on email interaction. Here are some crucial benefits of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Organization:.
enables you to track and organize your emails effortlessly, giving you a clear introduction of your interactions with customers, leads, and collaborators.
You can create personalized pipelines straight within your inbox, making it easy to keep an eye on the progress and handle of your jobs and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to envision and handle your sales process from lead generation to task conclusion.
You can classify contacts, create customized stages, set tips, and track interactions, guaranteeing that no chance slips through the fractures.
Seamless Cooperation and Team Effort:.
helps with partnership by permitting you to share pipelines and communicate with staff member within the platform.
You can assign jobs, share crucial emails, and collaborate in real-time, improving efficiency and making sure everybody remains on the exact same page.
‘s flexible workflow system allows you to tailor your pipelines and automate recurring tasks.
You can develop templates for common email actions, schedule follow-ups, and set up pointers, saving you important time and effort.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, uses advantages in regards to coding and software advancement. Here’s how:.
provides a robust API and comprehensive developer paperwork, making it easy to integrate with other tools and build custom-made services.
This flexibility allows self-employed journalists with coding abilities to extend the performance of and customize it to their specific requirements.
Job Management for Software Development:.
‘s pipeline function can be adjusted to handle software advancement projects, from ideation to deployment.
You can produce custom stages for various advancement stages, designate jobs to employee, and track development effectively.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
Instinctive user interface and user friendly features, minimizing the learning curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collective functions that boost teamwork and interaction.
Developer-friendly API for combination and customization.
Cost-efficient service for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation features.
Reliance on Gmail for full performance, limiting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While deals considerable benefits for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more inexpensive solution, particularly for freelancers and small businesses.
HubSpot has a complimentary variation, however advanced features need a higher-tier paid membership.
Features and Complexity:.
provides a more detailed suite of features, including innovative marketing automation and analytics.
concentrates on simpleness and ease of use, offering a streamlined experience.
Both and integrate with numerous third-party tools.
‘s seamless combination with Gmail is advantageous for users heavily reliant on e-mail interaction.
As a freelance reporter, handling your hiring process and customer relationships is paramount to your success. offers a user-friendly and budget friendly option that flawlessly integrates with Gmail, enabling you to simplify your operations and concentrate on your craft. While it might not have the advanced functions of larger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re an editor, author, or content developer, can empower you to take control of your freelance journalism profession by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.