As a skilled freelance reporter, I understand the challenges of managing projects, tracking leads, and supporting customer relationships. In this article, I will dive into the benefits 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 utilize for beginners hey men welcome back in this video I will be revealing you how to use Streak Crm Manual for your consumer relations cooperation communication and much more so let’s get into it firstly you need to go to streak.com and you will land on this site right here now is a kind of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can in fact turn our Gmail into a platform which is actually amazing and I’ll reveal you how to do that as a total novice it will help you personalize a perfect process for your group and you will have the ability to get your work done now let’s really get into the process now is readily available as an extension and it’s totally complimentary so as soon as you get to the site you’ll get this choice here which is contribute 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 contribute to Chrome click ADD extension and your extension will be added 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 sign in ensure to sign.
into the very same Gmail that you have included 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 enable after including this is what your Gmail will look like now you can see here in our simple you understand folders we are getting just recently seen all tracked emails and updated reply and then we have this new alternative 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 have the ability to develop a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go develop a new pipeline let’s actually do that you will click on new pipeline here and we have various options first of all we have the stages so this is where you will select these stages for your pipeline and you can really we have a lead called pitched demonstration working out close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last e-mail last email from lead Source priority market deal 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 this Plus at the top and you will provide your phase a name let’s say that you actually wished to create another um you understand phase here for example let’s say I didn’t have no strings so I can create right here.
and you can offer it your color so we can really select various colors for each of the stages however I think all of these are really currently developed so this is in fact pretty impressive what I will do is I will actually eliminate this one and if you feel like there is um I think pitched and demonstration are sort of like the exact same thing we simply choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s eliminate the demo here and then we have working out with negotiating I can go with 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 on this plus here and we have complimentary form 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 in fact missing out on and I’ll in fact reorganize and put the notes here alright email thread count close date fine business’s size deal size and Company size fine let’s get rid of the business size and I’m gon na actually discover something else within the basic where we have produced by date developed followers and more so I in fact wish to opt for the created.
by or perhaps the followers because I wish to monitor my team members that are in fact following this so I will you know 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 great deal of options offered within streak is in fact one of the most convenient and among the most uh you understand versatile out there it’s really easy to use with templates we have jobs too within my job again if I didn’t wish to opt for these sales if I finished with tasks then I can opt for the project stages right here and 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 offer it different different colors we also have organization Dev here you can see then we have employing so if you do employing then this is going to be your phases job search investor fundraising others property support and custom So within our assistance you can see we have actually inbound designated dealing with dealt with and noise this is in fact respectable and we likewise have customized where I can really 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 on create personal or.
shared so I will be sharing this with an employee 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 create a pipeline for me so you can see this in fact looks pretty good now I will be able to add my Lead Series so you can really click on this fall and we have manage phase or rename so as I continue as I include different leads here what I I will do is I’ll just simply click and I’ll be able to include it click on 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 just call it brand-new and click enter so now you can see we have actually one lead developed let’s say that there is really 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 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 two leads then let’s say there was a gotten in touch with too there’s one negotiating so I’ll just merely click brand-new now when you develop a lead we can really click here and it will now open up the various fields that we included so this is a new Elite that I created and we have all of these various columns we have the fields that we produced remember and after that we have welcome colleagues so from here I can welcome the team members we have include columns we have emails files and comments 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 after that we have the remarks at the top here again we have the call log we have our conference notes and we even have our.
accessories so this is how you create a lead within your when you’re made 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 select various leads from here the stages and we can carry out bulk actions such as erasing and sharing as well uh another thing with srix on top you will have the ability to see we have private alternative we have these three dots where we can find these stages Integrations and automation this is among the essential ones click on this link and you’ll be able to actually integrate um other apps within yourr transfer information for notifications for automations custom-made builds and more we can likewise incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely easily and develop our CSV files similarly now I can change to my various folders that we have here and I can create a brand-new pipeline we can change to our easy Gmail really quickly from here and it will likewise reveal me the e-mails that I will be getting for my pipelines that I have created we will even have our merge emails now with our so this is the combine e-mail and with merge e-mail what happens is I can actually develop a follow-up e-mails and various storage emails here and we have active instructs so using is really simple you can start totally free by simply including the integration and now you know how to utilize as a complete novice do not.
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 reporter, I’ve dealt with many clients, managed numerous jobs concurrently, and kept a substantial network of contacts. Balancing these duties can be overwhelming, and I acknowledged the requirement for a central system to streamline my operations.
In my mission for a solution, I checked out various platforms but discovered them to be either too complex or too expensive for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that effortlessly incorporates with Gmail, making it perfect for self-employed reporters who greatly count on e-mail communication. Here are some crucial benefits of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Company:.
permits you to track and arrange your emails effortlessly, giving you a clear overview of your communications with clients, leads, and partners.
You can create adjustable pipelines straight within your inbox, making it easy to monitor the progress and manage of your assignments and projects.
Effective Sales Pipeline Management:.
‘s pipeline feature allows you to picture and handle your sales procedure from lead generation to task conclusion.
You can categorize contacts, produce custom-made stages, set suggestions, and track interactions, ensuring that no opportunity slips through the fractures.
Seamless Cooperation and Teamwork:.
helps with collaboration by enabling you to share pipelines and communicate with employee within the platform.
You can appoint jobs, share essential e-mails, and team up in real-time, boosting productivity and guaranteeing everybody remains on the exact same page.
‘s versatile workflow system allows you to personalize your pipelines and automate repetitive tasks.
You can create templates for typical email reactions, schedule follow-ups, and established tips, saving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in freelance journalism, provides advantages in terms of coding and software advancement. Here’s how:.
provides a robust API and comprehensive developer paperwork, making it easy to integrate with other tools and develop custom-made solutions.
This versatility enables self-employed journalists with coding abilities to extend the performance of and tailor it to their specific requirements.
Project Management for Software Advancement:.
‘s pipeline function can be adjusted to manage software advancement tasks, from ideation to deployment.
You can create customized stages for various advancement phases, assign tasks to team members, and track progress effectively.
Benefits and drawbacks of
Smooth combination with Gmail, leveraging the familiarity and power of email communication.
User-friendly user interface and user friendly features, minimizing the finding out curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collaborative functions that boost teamwork and communication.
Developer-friendly API for integration and personalization.
Cost-effective solution for freelancers and small companies.
Minimal reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation functions.
Dependence on Gmail for complete functionality, restricting compatibility with other email service providers.
Contrast with HubSpot CRM:.
While offers substantial advantages for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more economical option, specifically for freelancers and small companies.
HubSpot has a free variation, however advanced features require a higher-tier paid membership.
Functions and Complexity:.
provides a more detailed suite of features, consisting of sophisticated marketing automation and analytics.
concentrates on simpleness and ease of use, offering a structured experience.
Both and integrate with different third-party tools.
‘s seamless combination with Gmail is advantageous for users heavily reliant on email communication.
As a freelance journalist, handling your hiring procedure and client relationships is critical to your success. offers a intuitive and economical solution that flawlessly integrates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it might not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance journalists.
Whether you’re a writer, editor, or material creator, can empower you to take control of your freelance journalism profession by effectively managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.