As an experienced freelance reporter, I comprehend the obstacles of managing projects, tracking leads, and nurturing client relationships. In this short article, I will dive into the benefits of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to use for beginners hey guys invite back in this video I will be revealing you how to use Does Streak Offer Free Crm Really for your customer relations partnership communication and a lot more so let’s enter into it firstly you require 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 in fact turn our Gmail into a platform which is really amazing and I’ll reveal you how to do that as a complete novice it will assist you personalize an ideal procedure for your team and you will be able to get your work done now let’s actually get into the procedure now is offered as an extension and it’s completely complimentary so as soon as you get to the website you’ll get this alternative 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 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 make sure 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 simply scroll down and click permit after including this is what your Gmail will look like now you can see here in our easy you know folders we are getting 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 control panel for here I’ll have the ability to create a brand-new pipeline we have our sales orders sales again we have our Sports and working with so this is where we’ll go develop a new pipeline let’s really do that you will click on new pipeline here and we have various options first off 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 understand then we have nurturing fine then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source priority market offer size business size close rate email thread count days and state and notes so if you wish to add another stage you will click this Plus on top and you will provide your stage a name let’s say that you in fact 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 give it your color so we can in fact choose various colors for each of the stages however I think all of these are in fact already created so this is actually pretty excellent what I will do is I will actually eliminate this one and if you feel like there is um I believe pitched and demo are kind of like the same thing we simply opt for the pitch so what I’ll do is uh we have demo two what I’ll do is actually let’s eliminate the demonstration 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 desire so you will click on this plus here and we have totally free kind a date check box drop down General email e-mail tracking task calls and meetings 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 opt for this one here this is the field that was in fact missing out on and I’ll really rearrange and put the notes here all right e-mail thread count close date fine company’s size deal size and Company size okay 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 really wish to opt for the created.
by or possibly the followers due to the fact that I wish to monitor my team members that are actually following this so I will you understand put it right here now these are the a few of the fields that I wanted for my pipeline now you can see there are a lot of choices readily available within streak is in fact one of the easiest and one of the most uh you understand flexible out there it’s very easy to use with templates we have projects too within my project again if I didn’t want to choose these sales if I made with tasks then I can go with the task stages right here and once again the fields the procedure is going to be similar you will pick these phases from here on this plus button here and you can likewise give it various 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 job search financier fundraising others property support and customized So within our support you can see we have actually inbound assigned dealing with resolved and noise this is really pretty good and we likewise have customized where I can in fact start something from the scratch completely according to my service for me we just have the sales so I’m gon na opt for the sales here and click on develop personal or.
shared so I will be sharing this with a staff member so I’m going to opt for the shared one here and click on create 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 really click on this drop down and we have handle stage or rename so as I continue as I include various leads here what I I will do is I’ll just simply click and I’ll be able to add it click the top here add a box so click ADD box here and I’m going to include a box in the lead section 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 state that there is actually 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 include another lead let’s call it brand-new two we can actually 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 2 leads then let’s state there was a called also there’s one negotiating so I’ll just simply click on brand-new now when you produce a lead we can really click on this link and it will now open the different fields that we included so this is a new Elite that I developed and we have all of these various columns we have the fields that we developed remember and then we have invite colleagues so from here I can invite the employee we have include columns we have e-mails files and comments you can switch to the e-mails and it will show you the e-mails that you got in files we can even submit files and after that we have the comments at the top here once again we have the call log we have our meeting notes and we even have our.
attachments so this is how you create a lead within your as soon as you’re done with this you can really click on go into and it will be closed now it will reveal 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 contacted 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 perform bulk actions such as erasing and sharing also uh one more thing with srix at the top you will have the ability to see we have private alternative we have these 3 dots where we can find these stages Combinations and automation this is one of the important ones click on this link and you’ll have the ability to in fact incorporate um other apps within yourr transfer data for alerts for automations customized constructs and more we can also incorporate our Google Sheets to ou and we’ll have the ability to Import and Export data they extremely quickly and develop our CSV files likewise now I can change to my various folders that we have here and I can produce a new pipeline we can switch to our basic Gmail really quickly from here and it will likewise show me the e-mails that I will be getting for my pipelines that I have developed we will even have our combine emails now with our so this is the merge email and with combine email what takes place is I can really produce a follow-up e-mails and various storage emails here and we have active instructs so utilizing is actually easy you can get started free of charge by just adding the combination and now you know how to use as a complete beginner do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me provide some context about my profession and how it associates with. As an independent reporter, I have actually worked with various clients, handled numerous projects simultaneously, and preserved an extensive network of contacts. Balancing these obligations can be frustrating, and I acknowledged the need for a centralized system to enhance my operations.
In my quest for a solution, I checked out various platforms however discovered them to be either too expensive or too intricate for my freelance setup. That’s when I found, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that effortlessly incorporates with Gmail, making it perfect for self-employed journalists who heavily rely on email communication. Here are some essential advantages of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Company:.
allows you to track and arrange your e-mails effortlessly, providing you a clear overview of your communications with clients, leads, and partners.
You can produce personalized pipelines straight within your inbox, making it easy to keep track of the development and handle of your projects and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to visualize and manage your sales procedure from lead generation to job conclusion.
You can categorize contacts, create customized stages, set suggestions, and track interactions, making sure that no opportunity slips through the fractures.
Smooth Collaboration and Team Effort:.
assists in cooperation by permitting you to share pipelines and communicate with employee within the platform.
You can appoint tasks, share important emails, and work together in real-time, enhancing performance and making sure everyone stays on the very same page.
‘s flexible workflow system enables you to customize your pipelines and automate repeated tasks.
You can create templates for typical email actions, schedule follow-ups, and established reminders, conserving you valuable time and effort.
in Terms of Coding and Software:.
Beyond its application in self-employed journalism, offers advantages in terms of coding and software advancement. Here’s how:.
offers a robust API and substantial designer paperwork, making it easy to incorporate with other tools and build custom services.
This flexibility enables independent journalists with coding abilities to extend the functionality of and customize it to their specific requirements.
Job Management for Software Application Development:.
‘s pipeline feature can be adapted to handle software advancement jobs, from ideation to deployment.
You can create custom stages for different development phases, appoint tasks to team members, and track progress efficiently.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
Intuitive interface and user friendly features, decreasing the learning curve.
Adjustable pipelines and workflows to adapt to individual requirements.
Collective functions that enhance teamwork and communication.
Developer-friendly API for combination and modification.
Cost-efficient solution for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation features.
Dependence on Gmail for full functionality, restricting compatibility with other email suppliers.
Comparison with HubSpot CRM:.
While deals significant advantages for freelance reporters, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more budget friendly option, especially for freelancers and small companies.
HubSpot has a free version, but advanced functions need a higher-tier paid subscription.
Features and Complexity:.
provides a more extensive suite of features, including advanced marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Both and integrate with numerous third-party tools.
‘s smooth combination with Gmail is beneficial for users greatly reliant on email interaction.
As a self-employed reporter, handling your hiring process and customer relationships is paramount to your success. offers a intuitive and cost effective option that effortlessly integrates with Gmail, enabling you to simplify your operations and focus on your craft. While it may not have the sophisticated functions of bigger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re an editor, material, or author 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 ventures.