As a skilled freelance reporter, I understand the obstacles of handling tasks, tracking leads, and nurturing customer relationships. In this post, I will dig into the advantages of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey men welcome back in this video I will be revealing you how to use How To Learn Streak Crm for your consumer relations cooperation interaction and much more so let’s enter into it first of all you require to go to streak.com and you will land on this site right here now is a type of CRM that we can contribute to our easy Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is really remarkable and I’ll reveal you how to do that as a total newbie it will assist you customize a perfect process for your team and you will have the ability to get your work done now let’s in fact enter the process now is available as an extension and it’s totally complimentary so once you get to the website you’ll get this option 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 contribute to Chrome click ADD extension and your extension will be added fine 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 just check in ensure to sign.
into the very same Gmail that you have actually included the uh you know streak to now it will ask you for your gain access to and we’re gon na just scroll down and click allow after adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting just recently seen 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 combines 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 hiring so this is where we’ll go develop a new pipeline let’s in fact do that you will click new pipeline here and we have different choices first off we have the stages so this is where you will choose these stages for your pipeline and you can really we have actually a lead gotten in touch with pitched demonstration negotiating 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 email last email from lead Source top priority market deal size business size close rate email thread count days and state and notes so if you want to include another stage you will click this Plus on top and you will give your phase a name let’s say that you in fact wanted to develop another um you understand stage here for instance let’s say I didn’t have no strings so I can produce right here.
and you can give it your color so we can in fact choose different colors for each of the stages however I believe all of these are in fact already developed so this is actually quite impressive what I will do is I will actually get rid of this one and if you feel like there is um I think pitched and demonstration are kind of like the very same thing we just opt for the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s get rid of the demonstration here and then we have working out 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 want so you will click on this plus here and we have totally free form a date check box drop down General email email tracking task calls and meetings so I do not 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 and I’ll actually reorganize and put the notes here alright e-mail thread count close date all right business’s size deal size and Company size okay let’s get rid of the business size and I’m gon na really discover something else within the general where we have created by date produced followers and more so I actually want to choose the produced.
by or perhaps the fans because I want to track my staff member 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 lot of alternatives offered within streak is really one of the easiest and among 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 wish to choose these sales if I did with projects then I can choose the job phases right here and again the fields the procedure is going to be comparable you will select these phases from here on this plus button here and you can likewise provide it different various colors we also have company Dev here you can see then we have hiring so if you do employing then this is going to be your phases task search financier fundraising others real estate support and customized So within our assistance you can see we have actually inbound designated working on dealt with and sound this is actually pretty good and we also have customized where I can in fact start something from the scratch absolutely according to my company for me we just have the sales so I’m gon na go with the sales here and click on create 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 develop now it will just take a second for a street to produce a pipeline for me so you can see this actually 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 proceed 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 ADD box here and I’m going to add a box in the lead section here and let’s simply call it brand-new and click get in so now you can see we have actually one lead created let’s state that there is really 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 2 we can in fact open this up in a 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 gotten in touch with too there’s one working out so I’ll just merely click on brand-new now when you create a lead we can really click on this link and it will now open up the various fields that we included so this is a brand-new Elite that I developed and we have all of these various columns we have the fields that we produced remember and after that we have invite colleagues so from here I can welcome the team members we have include columns we have e-mails 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 submit 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 made with this you can actually click enter 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 2 leads one called 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 carry out bulk actions such as erasing and sharing also uh one more thing with srix on top you will be able to see we have personal choice we have these 3 dots where we can discover these stages Integrations and automation this is one of the crucial ones click here and you’ll be able to in fact integrate um other apps within yourr transfer information for notifications for automations customized constructs and more we can also integrate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and create our CSV files likewise now I can switch to my various folders that we have here and I can develop a new pipeline we can change to our basic Gmail extremely quickly from here and it will also reveal me the e-mails that I will be getting for my pipelines that I have created we will even have our combine emails now with our so this is the merge e-mail and with combine e-mail what occurs is I can really create a follow-up e-mails and different storage emails here and we have active advises so using is really easy you can begin totally free by just including the integration and now you know how to utilize as a complete newbie do not.
My Journey as a Freelance Reporter:.
Before we dive into the information of Streak, let me offer some context about my profession and how it relates to. As an independent journalist, I have actually worked with various clients, managed numerous jobs concurrently, and maintained a substantial network of contacts. Balancing these duties can be overwhelming, and I recognized the requirement for a central system to streamline my operations.
In my mission for a solution, I explored numerous platforms however discovered them to be either too complicated or too pricey for my freelance setup. That’s when I found, a game-changer in the self-employed world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that flawlessly integrates with Gmail, making it perfect for self-employed reporters who heavily count on e-mail communication. Here are some crucial advantages of using for your freelance journalism employing procedure:.
User-friendly Email Tracking and Organization:.
permits you to track and organize your emails easily, giving you a clear summary of your communications with customers, leads, and partners.
You can create customizable pipelines directly within your inbox, making it easy to keep an eye on the development and manage of your projects and assignments.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to envision and manage your sales process from list building to project completion.
You can categorize contacts, create customized phases, set suggestions, and track interactions, guaranteeing that no opportunity slips through the cracks.
Smooth Cooperation and Team Effort:.
assists in cooperation by allowing you to share pipelines and interact with employee within the platform.
You can appoint tasks, share essential emails, and collaborate in real-time, boosting efficiency and making sure everybody remains on the same page.
‘s versatile workflow system allows you to personalize your pipelines and automate recurring jobs.
You can create design templates for typical e-mail responses, schedule follow-ups, and set up pointers, conserving you valuable time and effort.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, uses advantages in regards to coding and software application advancement. Here’s how:.
supplies a robust API and extensive designer documents, making it simple to incorporate with other tools and build custom-made solutions.
This flexibility enables self-employed journalists with coding skills to extend the performance of and tailor it to their particular requirements.
Task Management for Software Application Development:.
‘s pipeline feature can be adapted to handle software application advancement projects, from ideation to release.
You can produce customized stages for various advancement stages, appoint jobs to staff member, and track progress efficiently.
Advantages and disadvantages of
Smooth combination with Gmail, leveraging the familiarity and power of email interaction.
User-friendly user interface and user friendly features, minimizing the learning curve.
Personalized pipelines and workflows to adjust to specific requirements.
Collaborative functions that improve team effort and communication.
Developer-friendly API for integration and modification.
Cost-effective option for freelancers and small businesses.
Limited reporting and analytics compared to more advanced platforms.
Absence of innovative marketing automation functions.
Reliance on Gmail for full performance, limiting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While deals considerable advantages for freelance journalists, it’s necessary to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
uses a more budget friendly service, particularly for freelancers and small businesses.
HubSpot has a totally free variation, however advanced functions need a higher-tier paid subscription.
Features and Complexity:.
offers a more extensive suite of features, consisting of sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, using a structured experience.
Both and incorporate with numerous third-party tools.
‘s smooth combination with Gmail is useful for users greatly reliant on email communication.
As a freelance journalist, handling your hiring process and client relationships is critical to your success. deals a intuitive and inexpensive option that flawlessly incorporates with Gmail, allowing you to improve your operations and focus on your craft. While it may not have the advanced features of larger CRM platforms like HubSpot,’s simplicity, flexibility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re an editor, content, or writer creator, can empower you to take control of your freelance journalism profession 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.