As a skilled freelance reporter, I understand the difficulties of handling projects, tracking leads, and nurturing customer relationships. In this article, I will dig into the advantages of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for beginners hey guys welcome back in this video I will be revealing you how to utilize Streak Crm Cnet for your consumer relations cooperation interaction and far more so let’s enter it first off you need to go to streak.com and you will arrive on this site right here now is a sort of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is actually incredible and I’ll reveal you how to do that as a total novice it will help you customize an ideal procedure for your team and you will have the ability to get your work done now let’s in fact get into the process now is available as an extension and it’s completely free so when you get to the site you’ll get this alternative here which is add 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 on add to Chrome click on ADD extension and your extension will be included all right 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 simply sign in make certain to sign.
into the exact same Gmail that you have actually added the uh you know streak to now it will ask you for your gain access to and we’re gon na simply 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 understand folders we are getting recently viewed all tracked emails and upgraded reply and after that we have this new choice 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 brand-new dashboard for here I’ll be able to create 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 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 a lead called pitched demo negotiating close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority industry offer size company size close rate e-mail thread count days and state and notes so if you want to add another phase you will click this Plus at the top and you will offer your stage a name let’s say that you really wanted to develop 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 choose various colors for each of the stages but I believe all of these are actually already created so this is really pretty impressive what I will do is I will in fact get rid of this one and if you seem like there is um I think pitched and demo are kind of like the very same thing we simply opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s eliminate the demonstration 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 various fields that you want so you will click this plus here and we have complimentary type a date check box fall General email email tracking task 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 in fact missing out on and I’ll in fact reorganize and put the notes here fine email thread count close date all right company’s size deal size and Business size all right let’s get rid of the company size and I’m gon na actually discover something else within the general where we have actually developed by date created followers and more so I actually want to opt for the produced.
by or maybe the followers because I wish to track my team members that are actually following this so I will you know put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a great deal of choices available within streak is in fact among the simplest and one of the most uh you understand flexible out there it’s extremely easy to use with templates we have projects too within my project again if I didn’t wish to opt for these sales if I made with tasks then I can go with the task phases right here and again the fields the process is going to be comparable you will select these stages from here on this plus button here and you can likewise give it various various colors we also have business Dev here you can see then we have hiring so if you do employing then this is going to be your stages job search investor fundraising others realty support and custom So within our support you can see we have actually incoming designated working on solved and noise this is really respectable and we likewise have customized where I can really start something from the scratch completely according to my company 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 go with the shared one here and click develop now it will simply take a second for a street to create a pipeline for me so you can see this really looks pretty good now I will have the ability to include my Lead Series so you can actually click on this fall and we have handle phase or rename 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 the top here add a box so click on ADD box here and I’m going to add a box in the lead area here and let’s just call it new and click on go into so now you can see we have actually 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 include another lead let’s call it new 2 we can actually open this up in a brand-new tab from here too but I’m just for now I’m just gon na work by doing this now you can see we have two leads then let’s state there was a gotten in touch with also there’s one working out so I’ll just merely click on new now when you produce a lead we can really click on this link and it will now open up 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 developed keep in mind and after that we have welcome teammates so from here I can welcome the team members we have include columns we have emails files and remarks you can switch to the emails and it will show you the emails 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 meeting notes and we even have our.
attachments so this is how you create a lead within your once you’re made with this you can in fact click get in and it will be closed now it will show 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 gotten in touch with and something like this and this is where you will be getting your list we can select various leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh one more thing with srix on top you will have the ability to see we have private choice we have these 3 dots where we can find these phases Integrations and automation this is among the crucial ones click here and you’ll be able to actually incorporate um other apps within yourr transfer information for notifications for automations custom-made develops and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they very quickly and develop our CSV files likewise now I can change to my different folders that we have here and I can produce a new pipeline we can change to our easy Gmail extremely easily from here and it will also reveal me the emails that I will be getting for my pipelines that I have actually produced we will even have our merge e-mails now with our so this is the merge e-mail and with merge e-mail what happens is I can really produce a follow-up e-mails and various storage emails here and we have active advises so using is truly easy you can begin free of charge by just including the combination and now you understand how to use as a total beginner do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me provide some context about my career and how it relates to. As a self-employed reporter, I have actually worked with numerous clients, managed several jobs at the same time, and preserved a substantial network of contacts. Balancing these responsibilities can be overwhelming, and I acknowledged the requirement for a centralized system to simplify my operations.
In my quest for a solution, I explored different platforms but discovered them to be either too intricate or too expensive for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly incorporates with Gmail, making it perfect for self-employed journalists who greatly count on email communication. Here are some key benefits of using for your freelance journalism employing process:.
Instinctive Email Tracking and Company:.
permits you to track and arrange your e-mails effortlessly, providing you a clear overview of your communications with customers, leads, and partners.
You can create customizable pipelines straight within your inbox, making it easy to keep track of the progress and manage of your assignments and jobs.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to picture and handle your sales process from list building to project conclusion.
You can classify contacts, develop custom phases, set pointers, and track interactions, ensuring that no opportunity slips through the cracks.
Smooth Partnership and Team Effort:.
facilitates collaboration by permitting you to share pipelines and interact with employee within the platform.
You can designate tasks, share important emails, and work together in real-time, enhancing performance and ensuring everybody stays on the same page.
Personalized Workflows:.
‘s versatile workflow system enables you to tailor your pipelines and automate repetitive jobs.
You can develop design templates for common email reactions, schedule follow-ups, and established tips, saving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, provides advantages in regards to coding and software application development. Here’s how:.
Developer-Friendly Combination:.
offers a robust API and substantial developer paperwork, making it easy to incorporate with other tools and construct customized services.
This versatility enables freelance reporters with coding abilities to extend the functionality of and tailor it to their particular needs.
Job Management for Software Advancement:.
‘s pipeline feature can be adjusted to handle software advancement projects, from ideation to release.
You can produce customized phases for different development stages, appoint jobs to team members, and track development effectively.
Benefits and drawbacks of
Pros:.
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive user interface and user friendly functions, lessening the finding out curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collective features that improve teamwork and interaction.
Developer-friendly API for integration and personalization.
Cost-effective solution for freelancers and small businesses.
Cons:.
Minimal reporting and analytics compared to more advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for complete functionality, limiting compatibility with other email service providers.
Comparison with HubSpot CRM:.
While deals substantial benefits for freelance reporters, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
Expense:.
offers a more economical service, specifically for freelancers and small businesses.
HubSpot has a totally free variation, but advanced functions require a higher-tier paid membership.
Features and Intricacy:.
provides a more comprehensive suite of functions, consisting of sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, providing a structured experience.
Combination:.
Both and integrate with various third-party tools.
‘s smooth combination with Gmail is helpful for users greatly reliant on email interaction.
Conclusion:.
As a self-employed reporter, managing your hiring procedure and customer relationships is critical to your success. offers a instinctive and budget-friendly option that perfectly incorporates with Gmail, enabling you to improve your operations and concentrate on your craft. While it might not have the sophisticated features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a author, editor, or material creator, can empower you to take control of your freelance journalism career by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.