As an experienced freelance reporter, I understand the challenges of managing projects, tracking leads, and supporting customer relationships. In this short article, I will delve into the benefits of utilizing for freelance 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 men invite back in this video I will be revealing you how to utilize Streak Crm Duplicates for your client relations partnership interaction and a lot more so let’s get into it first of all you need 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 actually turn our Gmail into a platform which is really remarkable and I’ll show you how to do that as a total beginner it will help you tailor an ideal procedure for your team and you will be able to get your work done now let’s in fact get into the process now is readily available as an extension and it’s entirely complimentary so when you get to the website you’ll get this alternative here which is add to Chrome and you’re.
going to choose this one now it will take you to Chrome dot google.com extensions and this is our extension here click on contribute 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 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 check in make sure to sign.
into the 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 just scroll down and click on enable after adding 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 emails and updated reply and then we have this 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 combines so you can see this resembles our brand-new dashboard for here I’ll have the ability to develop a brand-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 really do that you will click new pipeline here and we have different choices first of all we have the stages so this is where you will choose these stages for your pipeline and you can really we have actually a lead called pitched demo negotiating close phone closed uh you understand then we have nurturing alright then we have Fields so in fields we have a date of last email last email from lead Source concern market offer size business size close rate e-mail thread count days and state and notes so if you wish to add another stage you will click on this Plus at the top and you will offer your phase a name let’s state that you really wanted to produce another um you know phase here for instance let’s state I didn’t have no strings so I can develop right here.
and you can give it your color so we can in fact select various colors for each of the stages but I believe all of these are actually currently created so this is really quite outstanding what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demonstration are type of like the same thing we simply opt for the pitch so what I’ll do is uh we have 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 opt for 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 different fields that you want so you will click this plus here and we have totally free type a date check box drop down General email e-mail 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 go with this one here this is the field that was really missing out on and I’ll really rearrange and put the notes here fine e-mail thread count close date all right business’s size offer size and Company size okay let’s eliminate the company size and I’m gon na in fact discover something else within the basic where we have actually developed by date produced fans and more so I really wish to go for the created.
by or possibly the followers due to the fact that 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 a few of the fields that I desired for my pipeline now you can see there are a lot of alternatives offered within streak is in fact one of the easiest and one of the most uh you know flexible out there it’s very easy to use with design templates we have projects too within my task again if I didn’t want to go for these sales if I did with projects then I can opt for the job phases right here and once again the fields the process is going to be similar you will choose these phases from here on this plus button here and you can also provide it different various colors we also have company Dev here you can see then we have working with so if you do working with then this is going to be your stages job search investor fundraising others realty assistance and custom-made So within our support you can see we have actually incoming designated dealing with fixed and sound this is really respectable and we also have custom-made where I can really start something from the scratch absolutely according to my organization for me we merely have the sales so I’m gon na go with the sales here and click develop private or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click on produce now it will simply take a second for a street to create 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 really click on this fall and we have handle stage or rename so as I continue as I add different leads here what I I will do is I’ll just merely click and I’ll have the ability to add it click 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 simply call it new and click on enter so now you can see we have 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 brand-new I’m going to include another lead let’s call it brand-new 2 we can actually open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s state there was a gotten in touch with as well there’s one negotiating so I’ll just merely click on 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 produced and we have all of these various columns we have the fields that we developed keep in mind and then we have invite colleagues so from here I can invite the employee we have include columns we have e-mails files and remarks you can switch to the e-mails and it will show you the e-mails that you got in files we can even submit files and then 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 finished with this you can actually click get in and it will be closed now it will reveal 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 gotten in touch with 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 perform bulk actions such as deleting and sharing also uh one more thing with srix on top you will be able to see we have personal choice we have these three dots where we can find these stages Combinations and automation this is among the essential ones click here and you’ll be able to in fact incorporate um other apps within yourr transfer information for notifications for automations custom-made constructs and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they extremely quickly and create 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 simple Gmail really easily from here and it will likewise show me the e-mails that I will be receiving for my pipelines that I have actually created we will even have our merge e-mails now with our so this is the combine email and with combine email what occurs is I can in fact produce a follow-up emails and different storage emails here and we have active instructs so using is truly simple you can begin totally free by simply adding the combination and now you understand how to utilize as a total beginner do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me offer some context about my profession and how it connects to. As an independent reporter, I’ve dealt with numerous customers, managed several tasks concurrently, and kept a substantial network of contacts. Juggling these duties can be frustrating, and I recognized the requirement for a centralized system to improve my operations.
In my quest for a service, I explored various platforms however discovered them to be either too costly or too complicated 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 client relationship management tool that effortlessly integrates with Gmail, making it ideal for independent reporters who heavily depend on e-mail communication. Here are some essential advantages of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Company:.
permits you to track and organize your emails effortlessly, providing you a clear overview of your communications with customers, leads, and partners.
You can develop adjustable pipelines straight within your inbox, making it simple to manage and keep track of the development of your projects and projects.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to visualize and manage your sales procedure from list building to job completion.
You can classify contacts, develop custom-made phases, set tips, and track interactions, guaranteeing that no opportunity slips through the cracks.
Seamless Partnership and Team Effort:.
assists in collaboration by allowing you to share pipelines and interact with employee within the platform.
You can designate tasks, share essential e-mails, and collaborate in real-time, boosting efficiency and making sure everyone remains on the exact same page.
‘s versatile workflow system enables you to tailor your pipelines and automate repetitive jobs.
You can develop templates for typical e-mail responses, schedule follow-ups, and set up reminders, conserving you important time and effort.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, offers advantages in regards to coding and software development. Here’s how:.
provides a robust API and comprehensive developer paperwork, making it simple to integrate with other tools and build customized services.
This versatility permits freelance journalists with coding skills to extend the functionality of and tailor it to their particular requirements.
Task Management for Software Development:.
‘s pipeline function can be adjusted to handle software development jobs, from ideation to release.
You can create custom-made phases for various advancement stages, designate tasks to employee, and track development efficiently.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of email interaction.
User-friendly user interface and user friendly functions, lessening the learning curve.
Customizable pipelines and workflows to adapt to private requirements.
Collective functions that enhance teamwork and interaction.
Developer-friendly API for integration and customization.
Economical service for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation features.
Dependence on Gmail for full performance, limiting compatibility with other e-mail suppliers.
Comparison with HubSpot CRM:.
While offers significant benefits for freelance journalists, it’s vital to consider other popular CRM platforms like HubSpot. Here’s a brief contrast:.
offers a more budget friendly solution, especially for freelancers and small businesses.
HubSpot has a totally free version, but advanced features require a higher-tier paid membership.
Features and Intricacy:.
provides a more comprehensive suite of features, consisting of advanced marketing automation and analytics.
concentrates on simplicity and ease of use, offering a streamlined experience.
Both and integrate with numerous third-party tools.
‘s seamless integration with Gmail is beneficial for users heavily reliant on email interaction.
As a self-employed journalist, handling your hiring procedure and client relationships is critical to your success. offers a intuitive and cost effective option that perfectly integrates with Gmail, enabling you to enhance 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 an ideal choice for freelance reporters.
Whether you’re an editor, content, or author developer, can empower you to take control of your freelance journalism profession by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.