As a seasoned freelance journalist, I understand the difficulties of managing tasks, tracking leads, and nurturing customer relationships. In this post, I will delve into the benefits of using for self-employed 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 men invite back in this video I will be showing you how to use Streak Crm Vs Contacually for your client relations cooperation interaction and much more so let’s enter it first off you require to go to streak.com and you will land on this website right here now is a kind of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is really remarkable and I’ll show you how to do that as a complete beginner it will help you customize a perfect procedure for your team and you will have the ability to get your work done now let’s actually enter the procedure now is available as an extension and it’s completely totally free so when 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 on add 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 check in ensure to sign.
into the same Gmail that you have actually added the uh you know streak to now it will ask you for your access and we’re gon na merely scroll down and click enable after adding this is what your Gmail will appear like now you can see here in our easy you know 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 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 brand-new pipeline we have our sales orders sales once again we have our Sports and employing so this is where we’ll go develop a brand-new pipeline let’s in fact do that you will click brand-new pipeline here and we have various alternatives firstly we have the stages so this is where you will pick these phases for your pipeline and you can actually we have a lead called pitched demonstration negotiating close phone closed uh you know then we have supporting fine 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 email thread count days and state and notes so if you want to add another stage you will click this Plus on top and you will give your phase a name let’s say that you actually wanted to create another um you understand phase here for instance 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 really choose various colors for each of the stages but I believe all of these are in fact currently produced so this is actually quite outstanding what I will do is I will really eliminate this one and if you seem like there is um I think pitched and demo are sort of like the same thing we simply choose the pitch so what I’ll do is uh we have actually demo two what I’ll do is really let’s eliminate the demonstration here and then we have working out 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 this plus here and we have complimentary form a date check box fall General e-mail e-mail 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 really missing and I’ll in fact rearrange and put the notes here okay e-mail thread count close date alright business’s size offer size and Company size alright let’s get rid of the business size and I’m gon na actually discover something else within the basic where we have actually developed by date created followers and more so I actually wish to opt for the produced.
by or perhaps 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 lot of choices offered within streak is actually among the simplest and one of the most uh you understand flexible out there it’s very easy to use with design templates we have projects too within my job once again if I didn’t wish to choose these sales if I finished with projects then I can opt for the project phases right here and once again the fields the procedure is going to be comparable you will select these phases from here on this plus button here and you can also give it different different colors we likewise have service Dev here you can see then we have hiring so if you do employing then this is going to be your stages job search financier fundraising others realty support and customized So within our support you can see we have actually inbound appointed dealing with solved and sound this is in fact respectable and we likewise have customized where I can actually start something from the scratch totally according to my service for me we just have the sales so I’m gon na opt for the sales here and click produce personal or.
shared so I will be sharing this with a staff member so I’m going to choose 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 really looks respectable now I will be able to add my Lead Series so you can actually click on this drop down and we have manage stage or relabel so as I proceed as I add different 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 add a box in the lead section here and let’s simply call it brand-new and click on enter so now you can see we have actually one lead developed let’s say that there is in fact closed one so I’m going to add one here let’s just for now let’s call it brand-new I’m going to add another lead let’s call it brand-new two we can really 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 say there was a gotten in touch with as well there’s one working out so I’ll just merely click on new now as soon as you create a lead we can actually click on this link and it will now open the various fields that we added so this is a brand-new Elite that I produced and we have all of these various columns we have the fields that we produced keep in mind and then we have welcome teammates so from here I can invite the team members we have include columns we have e-mails files and comments you can change to the emails and it will show you the e-mails 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 made with this you can really click get in 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 select different leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh another thing with srix on top you will be able to see we have private option we have these three dots where we can discover these phases Integrations and automation this is among the important ones click here and you’ll have the ability to really incorporate um other apps within yourr transfer data for notices for automations custom-made builds and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export data they extremely quickly and produce our CSV files similarly now I can switch to my different folders that we have here and I can create a brand-new pipeline we can switch to our simple Gmail very quickly from here and it will also show me the e-mails that I will be receiving for my pipelines that I have produced we will even have our merge emails now with our so this is the combine e-mail and with combine email what takes place is I can actually produce a follow-up emails and various storage e-mails here and we have active instructs so utilizing is actually easy you can get going totally free by simply including the combination and now you know how to use as a total novice don’t.
My Journey as a Freelance Journalist:.
Before we dive into the details of Streak, let me offer some context about my career and how it associates with. As a freelance reporter, I’ve dealt with various customers, managed numerous jobs all at once, and maintained an extensive network of contacts. Balancing these responsibilities can be overwhelming, and I acknowledged the need for a central system to simplify my operations.
In my mission for a solution, I checked out various platforms however found them to be either too complicated or too expensive for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly incorporates with Gmail, making it perfect for freelance reporters who greatly depend on e-mail communication. Here are some key benefits of using for your freelance journalism hiring process:.
Instinctive Email Tracking and Company:.
enables you to track and arrange your e-mails easily, offering you a clear introduction of your communications with clients, leads, and collaborators.
You can produce adjustable pipelines directly within your inbox, making it easy to handle and monitor the development of your assignments and jobs.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to picture and manage your sales process from list building to job conclusion.
You can categorize contacts, develop custom phases, set reminders, and track interactions, making sure that no chance slips through the fractures.
Seamless Cooperation and Teamwork:.
facilitates partnership by enabling you to share pipelines and communicate with employee within the platform.
You can appoint tasks, share essential e-mails, and work together in real-time, enhancing productivity and making sure everyone remains on the exact same page.
‘s versatile workflow system enables you to personalize your pipelines and automate recurring tasks.
You can create templates for common email responses, schedule follow-ups, and established pointers, conserving you important effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, uses advantages in regards to coding and software development. Here’s how:.
provides a robust API and comprehensive developer documentation, making it easy to integrate with other tools and construct custom solutions.
This flexibility permits self-employed reporters with coding skills to extend the performance of and tailor it to their particular needs.
Job Management for Software Application Advancement:.
‘s pipeline function can be adjusted to manage software development projects, from ideation to release.
You can develop custom stages for various development phases, assign jobs to staff member, and track development efficiently.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
Instinctive interface and user friendly features, decreasing the finding out curve.
Customizable pipelines and workflows to adjust to private requirements.
Collaborative features that improve teamwork and communication.
Developer-friendly API for integration and modification.
Affordable service for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of advanced marketing automation functions.
Reliance on Gmail for complete functionality, restricting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While offers considerable benefits for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a quick contrast:.
offers a more affordable option, especially for freelancers and small companies.
HubSpot has a free variation, but advanced features need a higher-tier paid subscription.
Features and Complexity:.
offers a more detailed suite of features, including advanced marketing automation and analytics.
focuses on simpleness and ease of use, offering a structured experience.
Both and integrate with different third-party tools.
‘s smooth integration with Gmail is beneficial for users greatly reliant on email communication.
As a self-employed reporter, handling your hiring process and client relationships is paramount to your success. offers a intuitive and budget friendly option that seamlessly integrates with Gmail, allowing you to simplify your operations and focus on your craft. While it might not have the sophisticated functions of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re a author, editor, or material 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.