As a seasoned freelance journalist, I understand the difficulties of managing tasks, tracking leads, and nurturing customer relationships. In this post, I will dig into the benefits of utilizing for independent journalism, explore its features in terms of sales pipeline and coding/software, and supply a comparison with HubSpot CRM.
tutorial how to use for beginners hey guys invite back in this video I will be revealing you how to utilize How To Get Started With Streak Crm for your customer relations collaboration interaction and far more so let’s get into it firstly you require to go to streak.com and you will arrive at this site right here now is a kind of CRM that we can add to our simple Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is truly incredible and I’ll reveal you how to do that as a total beginner it will help you personalize a best procedure for your group 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 totally free so as soon as you get to the site you’ll get this alternative here which is contribute 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 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 check in ensure to sign.
into the exact 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 on allow after adding this is what your Gmail will appear like now you can see here in our basic you know folders we are getting recently viewed all tracked emails and upgraded reply and after that 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 is like our brand-new dashboard for here I’ll have the ability to produce 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 produce a new pipeline let’s in fact do that you will click on brand-new pipeline here and we have different options to start with we have the stages so this is where you will pick these stages for your pipeline and you can really we have a lead gotten in touch with pitched demonstration negotiating close phone closed uh you understand then we have supporting okay then we have Fields so in fields we have a date of last e-mail last e-mail from lead Source top priority market offer size business size close rate email thread count days and state and notes so if you want to include another phase you will click on this Plus on top and you will provide your phase a name let’s state that you in fact wished to produce another um you know phase here for example 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 actually select various colors for each of the stages however I believe all of these are really currently created so this is really quite excellent what I will do is I will really get rid of this one and if you seem like there is um I think pitched and demonstration are sort of like the same thing we simply opt for the pitch so what I’ll do is uh we have demo 2 what I’ll do is in fact let’s eliminate the demo 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 different fields that you want so you will click this plus here and we have totally free kind a date check box drop down 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 really missing and I’ll really rearrange and put the notes here fine email thread count close date all right business’s size offer size and Business size fine let’s eliminate the business size and I’m gon na really find something else within the general where we have actually created by date created followers and more so I in fact want to opt for the developed.
by or possibly the followers because I want to keep an eye on my team members that are actually following this so I will you know 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 great deal of alternatives offered within streak is actually among the most convenient and among the most uh you know versatile out there it’s really easy to use with templates we have jobs too within my job once again if I didn’t wish to go for these sales if I finished with projects then I can opt for the project phases right here and once again the fields the process 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 organization Dev here you can see then we have employing so if you do working with then this is going to be your stages task search investor fundraising others property assistance and custom-made So within our assistance you can see we have actually incoming assigned dealing with dealt with and sound this is really pretty good and we also have custom where I can really start something from the scratch completely according to my service for me we merely have the sales so I’m gon na go with the sales here and click develop personal or.
shared so I will be sharing this with a staff member so I’m going to go with the shared one here and click on produce now it will simply take a second for a street to produce a pipeline for me so you can see this in fact looks pretty good now I will be able to add my Lead Series so you can actually click this fall and we have manage phase 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 be able 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 just call it brand-new and click get in 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 add another lead let’s call it new two we can really open this up in a brand-new tab from here too but 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 state there was a contacted as well there’s one working out so I’ll just merely click on brand-new now when you produce a lead we can actually click on this link and it will now open the different fields that we added so this is a new Elite that I developed and we have all of these different columns we have the fields that we produced keep in mind and then we have invite teammates so from here I can invite the staff member we have include columns we have e-mails files and comments 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 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 done with this you can actually click on go into 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 2 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 deleting and sharing too uh one more thing with srix on top you will have the ability to see we have personal alternative we have these 3 dots where we can find these stages Combinations and automation this is one of the important ones click here and you’ll be able to actually incorporate um other apps within yourr transfer data for alerts for automations custom-made builds and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export data they extremely easily and develop our CSV files likewise now I can switch to my various folders that we have here and I can produce a brand-new pipeline we can change to our basic Gmail extremely quickly from here and it will also 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 email and with combine email what occurs is I can really produce a follow-up emails and different storage e-mails here and we have active instructs so utilizing is really easy you can start free of charge by just adding the combination and now you know how to utilize as a complete newbie do not.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me offer some context about my career and how it connects to. As a self-employed journalist, I have actually dealt with numerous clients, handled numerous jobs at the same time, and preserved a substantial network of contacts. Juggling these duties can be overwhelming, and I acknowledged the requirement for a central system to enhance my operations.
In my quest for a solution, I explored numerous platforms but discovered them to be either too pricey or too complex for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly incorporates with Gmail, making it ideal for independent journalists who greatly depend on e-mail communication. Here are some crucial advantages 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 overview of your communications with clients, leads, and partners.
You can create customizable pipelines straight within your inbox, making it simple to keep an eye on the development and manage of your tasks and assignments.
Effective Sales Pipeline Management:.
‘s pipeline feature enables you to envision and handle your sales procedure from list building to task conclusion.
You can classify contacts, develop custom-made phases, set reminders, and track interactions, making sure that no opportunity slips through the fractures.
Seamless Collaboration and Team Effort:.
facilitates cooperation by enabling you to share pipelines and interact with team members within the platform.
You can assign jobs, share crucial e-mails, and collaborate in real-time, improving productivity and making sure everyone remains on the same page.
‘s versatile workflow system allows you to customize your pipelines and automate repetitive tasks.
You can develop design templates for typical email actions, schedule follow-ups, and established pointers, conserving you valuable effort and time.
in Regards to Coding and Software:.
Beyond its application in independent journalism, offers advantages in terms of coding and software application advancement. Here’s how:.
supplies a robust API and comprehensive designer documents, making it simple to integrate with other tools and build custom-made solutions.
This versatility enables self-employed reporters with coding abilities to extend the functionality of and tailor it to their specific needs.
Job Management for Software Advancement:.
‘s pipeline function can be adjusted to handle software application advancement projects, from ideation to release.
You can develop custom stages for various advancement phases, assign tasks to employee, and track progress effectively.
Pros and Cons of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive user interface and easy-to-use features, reducing the learning curve.
Customizable pipelines and workflows to adapt to individual requirements.
Collective functions that boost teamwork and communication.
Developer-friendly API for combination and customization.
Affordable solution for freelancers and small companies.
Limited reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for complete performance, limiting compatibility with other email providers.
Comparison with HubSpot CRM:.
While deals significant benefits for freelance journalists, it’s vital to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
offers a more cost effective service, especially for freelancers and small companies.
HubSpot has a complimentary version, however advanced functions need a higher-tier paid membership.
Functions and Intricacy:.
supplies a more thorough suite of features, including advanced marketing automation and analytics.
concentrates on simpleness and ease of use, offering a structured experience.
Both and incorporate with different third-party tools.
‘s seamless combination with Gmail is advantageous for users heavily reliant on email communication.
As a freelance reporter, managing your hiring procedure and client relationships is critical to your success. offers a affordable and user-friendly service that perfectly integrates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it might not have the innovative functions of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal option for freelance reporters.
Whether you’re an editor, content, or writer creator, can empower you to take control of your freelance journalism career by effectively handling your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism undertakings.