As an experienced freelance reporter, I comprehend the obstacles of managing tasks. Better Crm Than Streak …tracking leads, and nurturing client relationships. For many years, I have actually experimented with different tools to simplify my workflow and enhance efficiency. One tool that has actually truly changed my hiring procedure. In this article, I will explore the advantages of using 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 showing you how to utilize Better Crm Than Streak for your customer relations collaboration interaction and a lot more so let’s get into it first off you need to go to streak.com and you will land on 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 Hub and we can really turn our Gmail into a platform which is really fantastic and I’ll show you how to do that as a complete beginner it will help you personalize an ideal process for your group and you will be able to get your work done now let’s really enter the process now is available as an extension and it’s completely totally 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 contribute to Chrome click on ADD extension and your extension will be added okay it’s done and now it is adding 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 simply sign in make certain to sign.
into the same Gmail that you have added 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 enable after adding this is what your Gmail will look like now you can see here in our easy you know folders we are getting just recently viewed all tracked emails and upgraded reply and then we have this brand-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 combines so you can see this resembles our brand-new dashboard for here I’ll be able to create a new pipeline we have our sales orders sales again we have our Sports and hiring so this is where we’ll go create a new pipeline let’s actually do that you will click on brand-new pipeline here and we have various alternatives firstly we have the stages so this is where you will select these phases for your pipeline and you can actually we have a lead gotten in touch with pitched demonstration negotiating close phone closed uh you understand then we have supporting all right then we have Fields so in fields we have a date of last email last e-mail from lead Source concern market deal size company size close rate e-mail thread count days and state and notes so if you wish to include another phase you will click this Plus on top and you will provide your phase a name let’s say that you in fact wished to produce another um you know phase here for instance let’s say I didn’t have no strings so I can develop right here.
and you can provide it your color so we can really choose different colors for each of the stages however I believe all of these are actually already produced so this is actually quite outstanding what I will do is I will actually get rid of this one and if you seem like there is um I think pitched and demonstration are sort of like the very same thing we simply opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is actually let’s get rid of the demo here and after that we have negotiating with negotiating I can go with 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 want so you will click this plus here and we have totally free kind a date check box fall General e-mail e-mail tracking task 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 go with this one here this is the field that was in fact missing out on and I’ll really reorganize and put the notes here okay email thread count close date alright company’s size deal size and Business size okay let’s get rid of the company size and I’m gon na actually discover something else within the basic where we have developed by date produced followers and more so I actually wish to opt for the developed.
by or possibly the followers because I wish to monitor my employee 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 choices readily available within streak is really among the most convenient and one of the most uh you understand flexible out there it’s very easy to use with design templates we have jobs too within my project once again if I didn’t wish to choose these sales if I made with projects then I can go with the job phases 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 likewise offer it different various colors we likewise have organization Dev here you can see then we have hiring so if you do employing then this is going to be your phases job search financier fundraising others property support and customized So within our assistance you can see we have actually incoming designated dealing with resolved and noise this is in fact pretty good and we also have customized where I can in fact start something from the scratch totally according to my service for me we just have the sales so I’m gon na choose the sales here and click on develop personal or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click on create now it will simply take a 2nd for a street to create a pipeline for me so you can see this really looks pretty good now I will have the ability to add my Lead Series so you can actually click on this drop down and we have handle 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 have the ability to add 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 simply call it new and click go into so now you can see we have one lead created let’s state 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 new two we can really open this up in a 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 say there was a gotten in touch with too there’s one working out so I’ll just merely click new now when you produce a lead we can in fact click here and it will now open up the various fields that we added so this is a brand-new Elite that I created and we have all of these different columns we have the fields that we developed remember and then we have invite teammates so from here I can invite the employee we have include columns we have emails files and remarks you can switch to the emails and it will reveal you the emails that you got in files we can even upload files and then we have the comments at the top here once again we have the call log we have our conference notes and we even have our.
attachments so this is how you produce a lead within your once you’re finished with this you can really click go into and it will be closed now it will show you something like this we have all of our data gathered here and at the top we’re getting our account such as two leads one gotten in touch with and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can carry out bulk actions such as deleting and sharing also uh another thing with srix on top you will have the ability to see we have private choice we have these 3 dots where we can find these stages Integrations and automation this is one of the crucial ones click on this link and you’ll have the ability to in fact incorporate um other apps within yourr transfer information for alerts 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 really easily and develop our CSV files likewise now I can switch to my various folders that we have here and I can create a brand-new pipeline we can switch to our easy Gmail very quickly from here and it will also reveal me the emails that I will be getting for my pipelines that I have actually created we will even have our combine emails now with our so this is the combine e-mail and with merge e-mail what takes place is I can in fact produce a follow-up emails and different storage e-mails here and we have active advises so using is really easy you can start for free by simply including the combination and now you understand how to use as a total beginner don’t.
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 self-employed journalist, I’ve dealt with numerous customers, managed numerous jobs at the same time, and preserved an extensive network of contacts. Juggling these responsibilities can be frustrating, and I recognized the need for a centralized system to streamline my operations.
In my quest for an option, I explored various platforms but discovered them to be either too expensive or too complex for my freelance setup. That’s when I discovered, a game-changer in the independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly incorporates with Gmail, making it perfect for freelance journalists who greatly count on e-mail interaction. Here are some key advantages of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Company:.
permits you to track and organize your emails effortlessly, giving you a clear introduction of your communications with customers, leads, and collaborators.
You can create customizable pipelines straight within your inbox, making it easy to monitor the progress and handle of your assignments and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to visualize and manage your sales procedure from lead generation to job conclusion.
You can classify contacts, develop customized stages, set tips, and track interactions, guaranteeing that no opportunity slips through the fractures.
Smooth Collaboration and Teamwork:.
assists in collaboration by permitting you to share pipelines and interact with staff member within the platform.
You can assign jobs, share crucial e-mails, and work together in real-time, improving productivity and making sure everyone remains on the very same page.
‘s flexible workflow system allows you to tailor your pipelines and automate recurring tasks.
You can create design templates for typical email reactions, schedule follow-ups, and established reminders, conserving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, provides benefits in regards to coding and software development. Here’s how:.
offers a robust API and comprehensive developer paperwork, making it easy to integrate with other tools and develop custom services.
This flexibility enables freelance journalists with coding abilities to extend the performance of and tailor it to their specific needs.
Task Management for Software Development:.
‘s pipeline feature can be adapted to manage software application advancement projects, from ideation to release.
You can develop custom-made stages for various advancement stages, designate jobs to employee, and track progress effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and easy-to-use features, minimizing the finding out curve.
Personalized pipelines and workflows to adjust to private requirements.
Collective features that enhance team effort and communication.
Developer-friendly API for combination and personalization.
Cost-effective option for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Absence of advanced marketing automation features.
Reliance on Gmail for complete performance, restricting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While deals substantial benefits for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a brief comparison:.
uses a more budget friendly service, specifically for freelancers and small companies.
HubSpot has a complimentary version, however advanced features require a higher-tier paid membership.
Features and Complexity:.
supplies a more thorough suite of functions, including advanced 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 useful for users greatly reliant on email interaction.
As a freelance reporter, handling your hiring process and customer relationships is paramount to your success. offers a intuitive and inexpensive option that effortlessly incorporates with Gmail, allowing you to enhance 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 reporters.
Whether you’re a author, editor, or content developer, can empower you to take control of your freelance journalism career by effectively handling your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.