As a seasoned freelance reporter, I understand the difficulties of handling projects, tracking leads, and nurturing customer relationships. In this post, I will dig into the advantages of using for freelance journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for newbies hey guys invite back in this video I will be showing you how to utilize Hot To Use Streak Crm Users Guide for your client relations collaboration communication and a lot more so let’s get into it firstly you require to go to streak.com and you will arrive on this site right here now is a sort of CRM that we can add to our easy Gmail to turn our Gmail into our working Hub and we can actually turn our Gmail into a platform which is truly amazing and I’ll show you how to do that as a total newbie it will help you tailor a perfect procedure for your group and you will be able to get your work done now let’s really enter the procedure now is readily 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 choose this one now it will take you to Chrome dot google.com extensions and this is our extension here click add to Chrome click on ADD extension and your extension will be added 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 merely sign in ensure to sign.
into the very same Gmail that you have actually 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 on 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 just recently viewed all tracked e-mails and updated 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 merges so you can see this resembles our new control panel for here I’ll have the ability to develop a brand-new pipeline we have our sales orders sales once again we have our Sports and working with so this is where we’ll go produce a brand-new pipeline let’s in fact do that you will click new pipeline here and we have different alternatives 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 contacted pitched demonstration working out close phone closed uh you know then we have supporting all right then we have Fields so in fields we have a date of last e-mail last email 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 add another phase you will click on this Plus at the top and you will offer your phase a name let’s state that you in fact wanted to produce another um you know phase here for instance let’s say I didn’t have no strings so I can produce right here.
and you can offer it your color so we can really choose different colors for each of the stages but I think all of these are really already produced so this is in fact quite excellent what I will do is I will really eliminate this one and if you feel like there is um I think pitched and demonstration are type of like the exact same thing we simply opt for the pitch so what I’ll do is uh we have actually demo two what I’ll do is actually let’s get rid of the demo here and after that we have working out with negotiating I can opt for 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 various fields that you desire so you will click this plus here and we have free type a date check box fall General email e-mail tracking task calls and conferences 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 choose this one here this is the field that was actually missing out on and I’ll actually reorganize and put the notes here okay e-mail thread count close date okay business’s size deal size and Business size okay let’s eliminate the company size and I’m gon na actually discover something else within the basic where we have actually produced by date developed fans and more so I actually wish to go for the created.
by or maybe the fans because I want to monitor my employee that are really following this so I will you know put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a great deal of options readily available within streak is really among the most convenient and among the most uh you understand versatile out there it’s very easy to use with design templates we have tasks too within my job again if I didn’t wish to go for these sales if I finished with jobs then I can opt for the job stages right here and once again the fields the process is going to be similar you will choose these stages from here on this plus button here and you can likewise offer it different different 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 realty support and customized So within our assistance you can see we have inbound appointed working on resolved and sound this is really pretty good and we likewise have customized where I can actually start something from the scratch totally according to my organization for me we simply have the sales so I’m gon na choose the sales here and click on create personal or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click produce now it will simply take a second for a street to develop a pipeline for me so you can see this actually looks pretty good now I will have the ability to add my Lead Series so you can in fact click this fall and we have handle stage or relabel so as I continue as I add various 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 include a box so click on 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 enter so now you can see we have actually one lead produced let’s say that there is really 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 2 we can really open this up in a new tab from here too however I’m just for now I’m just gon na work this way now you can see we have two leads then let’s say there was a called as well there’s one negotiating so I’ll just simply click brand-new now when you create a lead we can in fact click here and it will now open up the different fields that we added so this is a new Elite that I produced and we have all of these different columns we have the fields that we created keep in mind and after that we have welcome colleagues so from here I can welcome the staff member we have include columns we have e-mails files and remarks you can switch to the e-mails and it will reveal you the e-mails that you got in files we can even submit 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.
attachments so this is how you create a lead within your when you’re made with this you can in fact click enter 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 two leads one gotten in touch with and something like this and this is where you will be getting your list we can choose various leads from here the stages and we can perform bulk actions such as erasing and sharing too uh another thing with srix at the top you will have the ability to see we have personal alternative we have these 3 dots where we can discover these phases Combinations and automation this is among the important ones click here and you’ll have the ability to in fact integrate um other apps within yourr transfer data for notices for automations custom-made develops and more we can also integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they extremely quickly and produce our CSV files similarly now I can change to my various folders that we have here and I can produce a brand-new pipeline we can switch to our easy Gmail very easily from here and it will also show me the e-mails that I will be receiving for my pipelines that I have actually produced we will even have our combine emails now with our so this is the combine email and with combine e-mail what occurs is I can actually create a follow-up e-mails and various storage emails here and we have active instructs so utilizing is really easy you can get going totally free by just including the integration and now you understand 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 a self-employed journalist, I’ve dealt with various customers, managed multiple tasks all at once, and preserved an extensive network of contacts. Balancing these responsibilities can be frustrating, and I acknowledged the need for a central system to streamline my operations.
In my quest for an option, I explored different platforms however discovered them to be either too complex or too costly for my freelance setup. That’s when I discovered, a game-changer in the self-employed world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that flawlessly incorporates with Gmail, making it perfect for self-employed journalists who greatly rely on email interaction. Here are some essential benefits of using for your freelance journalism working with procedure:.
Intuitive Email Tracking and Company:.
allows you to track and organize your e-mails easily, giving you a clear introduction of your interactions with customers, leads, and partners.
You can create customizable pipelines straight within your inbox, making it simple to handle and keep an eye on the progress of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline function enables you to imagine and manage your sales process from lead generation to project completion.
You can classify contacts, develop custom phases, set reminders, and track interactions, ensuring that no chance slips through the fractures.
Smooth Collaboration and Teamwork:.
assists in collaboration by enabling you to share pipelines and communicate with employee within the platform.
You can appoint tasks, share essential emails, and collaborate in real-time, boosting efficiency and making sure everyone stays on the same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repeated tasks.
You can produce design templates for common e-mail reactions, schedule follow-ups, and set up reminders, conserving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in freelance journalism, uses benefits in regards to coding and software application development. Here’s how:.
provides a robust API and comprehensive developer documents, making it simple to incorporate with other tools and construct custom-made options.
This versatility permits self-employed journalists with coding skills to extend the functionality of and customize it to their particular needs.
Project Management for Software Development:.
‘s pipeline function can be adapted to handle software application advancement tasks, from ideation to release.
You can create customized stages for different advancement stages, assign jobs to staff member, and track development effectively.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
User-friendly interface and user friendly functions, lessening the learning curve.
Customizable pipelines and workflows to adjust to individual requirements.
Collective functions that improve teamwork and interaction.
Developer-friendly API for integration and modification.
Cost-efficient option for freelancers and small businesses.
Limited reporting and analytics compared to advanced platforms.
Lack of innovative marketing automation features.
Reliance on Gmail for full functionality, restricting compatibility with other e-mail suppliers.
Contrast with HubSpot CRM:.
While offers substantial benefits for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more affordable option, specifically for freelancers and small businesses.
HubSpot has a complimentary version, but advanced features need a higher-tier paid membership.
Functions and Intricacy:.
offers a more extensive suite of features, consisting of advanced marketing automation and analytics.
concentrates on simpleness and ease of use, providing a structured experience.
Both and incorporate with different third-party tools.
‘s seamless integration with Gmail is useful for users greatly reliant on email interaction.
As an independent reporter, managing your hiring procedure and customer relationships is vital to your success. offers a cost effective and user-friendly service that effortlessly integrates with Gmail, enabling you to streamline your operations and focus on your craft. While it might not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance journalists.
Whether you’re a author, content, or editor creator, can empower you to take control of your freelance journalism profession by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.