As a skilled freelance reporter, I understand the obstacles of managing projects. Streak Crm Hub …tracking leads, and supporting customer relationships. Throughout the years, I have actually explore various tools to streamline my workflow and enhance performance. One tool that has really revolutionized my hiring process. In this post, I will delve into the advantages of using for freelance journalism, explore its features in regards to sales pipeline and coding/software, and provide a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey men welcome back in this video I will be showing you how to use Streak Crm Hub for your consumer relations cooperation interaction and a lot more so let’s enter it first off you need to go to streak.com and you will arrive at 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 Center and we can really turn our Gmail into a platform which is really incredible and I’ll show you how to do that as a total newbie it will assist you tailor a best procedure for your team and you will be able to get your work done now let’s in fact enter the process now is offered as an extension and it’s totally complimentary so when you get to the site 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 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 simply sign in ensure to sign.
into the same Gmail that you have included the uh you understand streak to now it will ask you for your access and we’re gon na merely scroll down and click on allow after adding this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting recently viewed all tracked emails and updated reply and after that we have this brand-new option which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this is like our brand-new dashboard for here I’ll have the ability to produce a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go develop a new pipeline let’s actually do that you will click new pipeline here and we have various alternatives firstly we have the stages so this is where you will choose these phases 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 fine then we have Fields so in fields we have a date of last email last email from lead Source top priority market deal 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 phase a name let’s state that you actually wanted to produce another um you understand stage here for example let’s state I didn’t have no strings so I can develop right here.
and you can provide it your color so we can in fact choose various colors for each of the stages however I believe all of these are really already created so this is in fact quite outstanding what I will do is I will actually eliminate this one and if you seem like there is um I think pitched and demo are type of like the exact same thing we simply go with the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s eliminate the demo here and after that 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 various fields that you want so you will click on this plus here and we have totally free kind a date check box drop down General e-mail e-mail tracking task calls and conferences 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 actually missing out on and I’ll in fact reorganize and put the notes here all right e-mail thread count close date okay company’s size deal size and Business size fine let’s eliminate the business size and I’m gon na really discover something else within the basic where we have produced by date created fans and more so I actually wish to choose the developed.
by or maybe the followers since I want to keep track of my staff member that are really following this so I will you understand 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 options readily available within streak is actually one of the simplest and among the most uh you know flexible out there it’s extremely easy to use with design templates we have projects too within my task once again if I didn’t wish to go for these sales if I made with jobs then I can opt for the job stages right here and again the fields the procedure is going to be comparable you will pick these stages from here on this plus button here and you can likewise offer it various different colors we likewise have service Dev here you can see then we have employing so if you do employing then this is going to be your stages task search investor fundraising others property assistance and custom-made So within our support you can see we have actually inbound designated working on fixed and sound this is in fact respectable and we likewise have custom where I can really start something from the scratch completely according to my organization for me we just have the sales so I’m gon na choose 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 produce now it will just take a second for a street to produce a pipeline for me so you can see this really looks respectable now I will have the ability to include my Lead Series so you can in fact click on this fall and we have manage phase or relabel so as I continue as I include various leads here what I I will do is I’ll just merely click and I’ll have the ability to include it click the top here include a box so click on 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 enter so now you can see we have one lead created let’s state 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 brand-new two we can in fact 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 too there’s one working out so I’ll just simply click on brand-new now as soon as you create a lead we can in fact click here and it will now open up the various fields that we included 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 welcome colleagues so from here I can invite the employee we have add columns we have emails files and comments you can change to the emails and it will reveal you the e-mails that you got in files we can even submit files and then 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.
accessories so this is how you produce a lead within your as soon as you’re finished with this you can in fact click on get in and it will be closed now it will reveal you something like this we have all of our information 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 pick various leads from here the stages and we can perform 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 personal alternative we have these three dots where we can discover these stages Integrations and automation this is one of the crucial ones click here and you’ll be able to really integrate um other apps within yourr transfer information for notices for automations custom builds and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they extremely easily and produce our CSV files likewise now I can change to my various folders that we have here and I can create a new pipeline we can switch to our basic Gmail really quickly from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have developed we will even have our combine e-mails now with our so this is the combine e-mail and with combine e-mail what happens is I can really produce a follow-up e-mails and various storage e-mails here and we have active advises so using is actually easy you can begin for free by just including the integration and now you understand how to use as a complete newbie don’t.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me provide some context about my profession and how it relates to. As a self-employed journalist, I have actually worked with various customers, managed multiple tasks at the same time, and preserved a comprehensive network of contacts. Juggling these responsibilities can be frustrating, and I acknowledged the requirement for a central system to improve my operations.
In my mission for a service, I explored numerous platforms however discovered them to be either too pricey or too complex for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly integrates with Gmail, making it perfect for freelance reporters who heavily count on email interaction. Here are some essential benefits of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Company:.
enables you to track and organize your e-mails easily, offering you a clear introduction of your interactions with clients, leads, and collaborators.
You can create adjustable pipelines straight within your inbox, making it easy to manage and monitor the progress of your projects and tasks.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to picture and manage your sales procedure from lead generation to task completion.
You can categorize contacts, create custom stages, set suggestions, and track interactions, guaranteeing that no chance slips through the cracks.
Seamless Collaboration and Team Effort:.
facilitates collaboration by allowing you to share pipelines and interact with team members within the platform.
You can designate tasks, share important emails, and work together in real-time, boosting efficiency and guaranteeing everybody remains on the exact same page.
‘s flexible workflow system allows you to personalize your pipelines and automate repetitive tasks.
You can create templates for common e-mail actions, schedule follow-ups, and established reminders, saving you valuable time and effort.
in Regards to Coding and Software application:.
Beyond its application in freelance journalism, uses advantages in regards to coding and software application advancement. Here’s how:.
supplies a robust API and extensive designer documents, making it easy to integrate with other tools and develop custom options.
This versatility enables freelance reporters with coding skills to extend the performance of and customize it to their specific requirements.
Job Management for Software Development:.
‘s pipeline feature can be adapted to manage software application advancement tasks, from ideation to implementation.
You can create custom phases for different advancement stages, assign tasks to team members, and track development efficiently.
Advantages and disadvantages of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
User-friendly user interface and user friendly functions, lessening the learning curve.
Personalized pipelines and workflows to adapt to individual requirements.
Collective functions that improve team effort and communication.
Developer-friendly API for combination and modification.
Cost-effective option for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation functions.
Reliance on Gmail for full functionality, restricting compatibility with other e-mail providers.
Contrast with HubSpot CRM:.
While deals significant benefits for freelance journalists, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a quick comparison:.
uses a more affordable service, particularly for freelancers and small businesses.
HubSpot has a free version, but advanced functions need a higher-tier paid subscription.
Functions and Complexity:.
supplies a more extensive suite of features, consisting of innovative marketing automation and analytics.
concentrates on simpleness and ease of use, offering a structured experience.
Both and integrate with numerous third-party tools.
‘s seamless integration with Gmail is helpful for users greatly reliant on e-mail interaction.
As an independent reporter, handling your hiring procedure and customer relationships is vital to your success. offers a budget-friendly and user-friendly option that perfectly incorporates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it might not have the sophisticated features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re an editor, material, or author developer, can empower you to take control of your freelance journalism profession by efficiently handling your projects, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.