As an experienced freelance journalist, I comprehend the difficulties of handling jobs, tracking leads, and nurturing customer relationships. In this post, I will dig into the advantages of using for self-employed journalism, explore its features in terms of 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 revealing you how to use Was Ist Streak Crm for your client relations partnership communication and a lot more so let’s enter into it first off you require to go to streak.com and you will land on this website right here now is a sort of CRM that we can contribute to our basic Gmail to turn our Gmail into our working Hub and we can really turn our Gmail into a platform which is really incredible and I’ll reveal you how to do that as a complete beginner it will assist you tailor a best process for your group and you will be able to get your work done now let’s actually enter into the process now is available as an extension and it’s completely free so when you get to the website you’ll get this alternative 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 add to Chrome click on ADD extension and your extension will be included all right it’s done and now it is contributing 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 merely sign in ensure to sign.
into the very 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 understand folders we are getting recently viewed all tracked emails and upgraded reply and after that we have this new option 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 new control panel for here I’ll have the ability to produce a brand-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 brand-new pipeline here and we have different choices first of all we have the stages so this is where you will choose these phases for your pipeline and you can actually we have a lead gotten in touch with pitched demo working out 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 e-mail from lead Source concern market deal size business size close rate email thread count days and state and keeps in mind so if you want to add another phase you will click on this Plus at the top and you will provide your phase a name let’s say that you in fact wished to develop another um you understand stage here for instance 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 different colors for each of the stages but I believe all of these are actually currently produced so this is in fact pretty impressive what I will do is I will really get rid of this one and if you seem like there is um I believe pitched and demonstration are type of like the very same thing we simply choose the pitch so what I’ll do is uh we have demo 2 what I’ll do is really let’s eliminate the demonstration here and after that we have negotiating with negotiating I can choose 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 different fields that you desire so you will click this plus here and we have complimentary kind a date check box fall General e-mail e-mail tracking job calls and conferences so I don’t 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 actually rearrange and put the notes here alright e-mail thread count close date alright business’s size deal size and Company size okay let’s eliminate the company size and I’m gon na really find something else within the general where we have actually created by date produced fans and more so I in fact want to choose the produced.
by or possibly the fans due to the fact that I wish to keep an eye on my employee that are really 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 choices readily available within streak is really one of the easiest and one of the most uh you know versatile out there it’s very easy to use with templates we have projects too within my job again if I didn’t want to go for these sales if I did with jobs then I can go with the job phases right here and again the fields the process is going to be comparable you will choose these phases from here on this plus button here and you can also provide it different various colors we also have business Dev here you can see then we have working with so if you do working with then this is going to be your phases task search financier fundraising others real estate assistance and custom-made So within our assistance you can see we have actually incoming designated working on dealt with and noise this is in fact pretty good and we also have custom where I can really start something from the scratch completely according to my business for me we just have the sales so I’m gon na go with the sales here and click on develop personal or.
shared so I will be sharing this with a team member so I’m going to choose the shared one here and click on develop now it will just take a second for a street to develop 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 in fact click this fall and we have manage phase or relabel so as I proceed as I include different leads here what I I will do is I’ll just simply click and I’ll have the ability to include it click on the top here add a box so click ADD box here and I’m going to add a box in the lead area here and let’s just call it brand-new and click on enter so now you can see we have one lead created 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 new I’m going to include another lead let’s call it brand-new two we can actually open this up in a 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 contacted also there’s one working out so I’ll just simply click on brand-new now as soon as you produce a lead we can in fact click on this link and it will now open up the various 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 produced remember and then we have invite teammates so from here I can invite the employee we have add columns we have emails files and remarks 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 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 as soon as you’re finished with this you can in fact click on enter and it will be closed now it will show you something like this we have all of our information collected here and at the top we’re getting our account such as 2 leads one called 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 too uh another thing with srix at the top you will have the ability to see we have personal option we have these three dots where we can find these phases Combinations and automation this is one of the essential ones click here and you’ll be able to in fact integrate um other apps within yourr transfer data for alerts for automations customized builds and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export data they very easily and create our CSV files similarly now I can switch to my various folders that we have here and I can produce a new pipeline we can switch to our simple Gmail really easily from here and it will likewise reveal me the emails that I will be receiving for my pipelines that I have developed we will even have our combine emails now with our so this is the merge e-mail and with combine e-mail what takes place is I can in fact produce a follow-up e-mails and various storage emails here and we have active instructs so using is really simple you can start free of charge by simply including the combination and now you understand how to use as a complete 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 career and how it associates with. As a freelance journalist, I’ve dealt with various clients, managed numerous jobs concurrently, and preserved a substantial network of contacts. Balancing these obligations can be frustrating, and I acknowledged the requirement for a centralized system to streamline my operations.
In my quest for an option, I checked out numerous platforms however 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.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly integrates with Gmail, making it ideal for self-employed reporters who heavily rely on e-mail interaction. Here are some essential advantages of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Organization:.
permits you to track and organize your e-mails easily, giving you a clear summary of your communications with clients, leads, and partners.
You can develop personalized pipelines straight within your inbox, making it easy to keep track of the development and manage of your jobs and assignments.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to visualize and manage your sales process from lead generation to task completion.
You can classify contacts, develop customized phases, set suggestions, and track interactions, making sure that no chance slips through the fractures.
Seamless Partnership and Teamwork:.
assists in cooperation by allowing you to share pipelines and interact with staff member within the platform.
You can designate jobs, share important e-mails, and work together in real-time, enhancing efficiency and ensuring everyone stays on the very same page.
‘s flexible workflow system enables you to tailor your pipelines and automate repeated jobs.
You can develop design templates for typical e-mail reactions, schedule follow-ups, and set up suggestions, conserving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, offers advantages in regards to coding and software advancement. Here’s how:.
provides a robust API and extensive designer documents, making it simple to incorporate with other tools and construct custom options.
This versatility enables self-employed journalists with coding abilities to extend the functionality of and tailor it to their specific requirements.
Job Management for Software Advancement:.
‘s pipeline function can be adapted to manage software advancement jobs, from ideation to implementation.
You can create customized stages for different development phases, assign tasks to team members, and track progress effectively.
Advantages and disadvantages of
Seamless integration with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and user friendly features, decreasing the discovering curve.
Adjustable pipelines and workflows to adapt to specific requirements.
Collective features that improve teamwork and interaction.
Developer-friendly API for combination and modification.
Cost-effective service for freelancers and small businesses.
Restricted reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation features.
Dependence on Gmail for full performance, limiting compatibility with other email companies.
Contrast with HubSpot CRM:.
While deals substantial advantages for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a short contrast:.
uses a more budget-friendly option, especially for freelancers and small businesses.
HubSpot has a free version, however advanced features require a higher-tier paid membership.
Features and Intricacy:.
provides a more comprehensive suite of functions, consisting of innovative marketing automation and analytics.
concentrates on simpleness and ease of use, using a structured experience.
Both and incorporate with numerous third-party tools.
‘s seamless combination with Gmail is helpful for users greatly reliant on email communication.
As a freelance journalist, handling your hiring procedure and customer relationships is paramount to your success. offers a inexpensive and instinctive option that flawlessly incorporates with Gmail, allowing 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 an ideal choice for freelance reporters.
Whether you’re a material, editor, or writer 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 undertakings.