As a seasoned freelance reporter, I comprehend the difficulties of handling jobs, tracking leads, and nurturing customer relationships. In this article, I will dive into the benefits of utilizing for independent journalism, explore its functions in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to use for newbies hey guys invite back in this video I will be showing you how to use How To Send Leads To Streak Crm From Your Website for your consumer relations partnership interaction and far more so let’s enter into it to start with you require to go to streak.com and you will land on this website right here now is a sort of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is actually remarkable and I’ll show you how to do that as a total beginner it will help you tailor a best procedure for your group and you will be able to get your work done now let’s really enter the process now is readily available as an extension and it’s completely complimentary so as soon as you get to the site you’ll get this option here which is add 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 included fine 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 ensure to sign.
into the very same Gmail that you have included the uh you know streak to now it will ask you for your gain access to and we’re gon na simply scroll down and click enable after adding this is what your Gmail will look like now you can see here in our simple you know folders we are getting just recently viewed all tracked e-mails and upgraded reply and after that we have this brand-new alternative which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail merges so you can see this is like our new control panel for here I’ll be able to produce a 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 brand-new pipeline let’s actually do that you will click on new pipeline here and we have different alternatives firstly we have the stages so this is where you will pick these stages for your pipeline and you can in fact we have actually a lead gotten in touch with pitched demonstration negotiating close phone closed uh you understand then we have supporting alright then we have Fields so in fields we have a date of last e-mail last email from lead Source concern industry offer size business size close rate e-mail thread count days and state and notes so if you want to include another phase you will click this Plus at the top and you will give your phase a name let’s state that you in fact wanted to produce another um you know stage here for example let’s state I didn’t have no strings so I can create right here.
and you can give it your color so we can actually select various colors for each of the stages but I believe all of these are really currently produced so this is actually quite remarkable what I will do is I will in fact eliminate this one and if you feel like there is um I believe pitched and demonstration are kind of like the same thing we simply choose the pitch so what I’ll do is uh we have demo two what I’ll do is in fact let’s eliminate the demo here and after that we have working out with negotiating I can go with 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 desire so you will click on this plus here and we have complimentary form a date check box drop down General email email tracking job 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 choose this one here this is the field that was actually missing and I’ll in fact rearrange and put the notes here alright email thread count close date fine business’s size deal size and Company size fine let’s eliminate the company size and I’m gon na in fact discover something else within the basic where we have actually developed by date produced fans and more so I really want to opt for the developed.
by or possibly the fans due to the fact that I want to keep track of my team members that are really following this so I will you understand 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 choices readily available within streak is actually one of the most convenient and one of the most uh you know flexible out there it’s extremely easy to use with design templates we have jobs too within my job again if I didn’t want to go for these sales if I finished with jobs then I can choose the project stages right here and 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 offer it different different colors we likewise have service Dev here you can see then we have hiring so if you do working with then this is going to be your stages task search investor fundraising others property support and custom So within our support you can see we have actually inbound appointed dealing with solved and noise this is really pretty good and we also have customized where I can actually start something from the scratch completely according to my company for me we simply have the sales so I’m gon na opt for the sales here and click on create private or.
shared so I will be sharing this with an employee so I’m going to choose the shared one here and click create now it will simply take a 2nd for a street to produce a pipeline for me so you can see this in fact looks respectable now I will be able to include my Lead Series so you can in fact click this drop down and we have handle 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 be able to add it click the top here add a box so click on ADD box here and I’m going to add a box in the lead section here and let’s just call it new and click 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 include one here let’s just for now let’s call it new I’m going to include another lead let’s call it new two 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 2 leads then let’s say there was a called also there’s one negotiating so I’ll just merely click on new now once you create a lead we can really click on this link and it will now open up 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 produced remember and then we have welcome teammates so from here I can invite the team members we have include columns we have e-mails files and remarks you can change to the emails and it will show you the e-mails that you got in files we can even publish 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.
attachments so this is how you develop a lead within your once you’re finished with this you can really click on get in 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 contacted and something like this and this is where you will be getting your list we can pick different leads from here the stages and we can carry out 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 choice we have these 3 dots where we can find these stages Integrations and automation this is one of the essential ones click on this link and you’ll have the ability to actually incorporate um other apps within yourr transfer data for alerts for automations custom-made builds and more we can likewise incorporate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and develop our CSV files similarly now I can change to my various folders that we have here and I can create a new pipeline we can change to our basic Gmail really easily from here and it will likewise reveal me the emails that I will be getting for my pipelines that I have actually produced we will even have our merge e-mails now with our so this is the combine email and with combine email what happens is I can really produce a follow-up e-mails and various storage e-mails here and we have active advises so using is really easy you can begin totally free by simply adding the integration and now you know how to utilize as a complete newbie do not.
My Journey as a Freelance Journalist:.
Prior to we dive into the information of Streak, let me offer some context about my profession and how it connects to. As an independent reporter, I have actually worked with numerous clients, managed numerous tasks concurrently, and kept an extensive network of contacts. Juggling these responsibilities can be frustrating, and I acknowledged the need for a central system to simplify my operations.
In my quest for a service, I checked out different 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 independent world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based consumer relationship management tool that seamlessly integrates with Gmail, making it perfect for freelance reporters who heavily depend on e-mail interaction. Here are some essential benefits of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Organization:.
allows you to track and organize your e-mails effortlessly, offering you a clear overview of your communications with clients, leads, and partners.
You can produce personalized pipelines directly within your inbox, making it easy to handle and keep track of the development of your tasks and tasks.
Effective Sales Pipeline Management:.
‘s pipeline function enables you to picture and handle your sales process from list building to project conclusion.
You can categorize contacts, produce customized stages, set tips, and track interactions, making sure that no opportunity slips through the cracks.
Smooth Cooperation and Team Effort:.
helps with cooperation by enabling you to share pipelines and communicate with employee within the platform.
You can assign tasks, share important emails, and collaborate in real-time, boosting productivity and making sure everybody remains on the same page.
Customizable Workflows:.
‘s flexible workflow system allows you to customize your pipelines and automate repeated tasks.
You can develop templates for typical email responses, schedule follow-ups, and set up pointers, saving you important effort and time.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, offers advantages in regards to coding and software application development. Here’s how:.
Developer-Friendly Integration:.
provides a robust API and comprehensive designer paperwork, making it simple to integrate with other tools and develop custom-made services.
This versatility permits self-employed reporters with coding abilities to extend the functionality of and customize it to their specific needs.
Project Management for Software Application Development:.
‘s pipeline function can be adapted to manage software application advancement tasks, from ideation to deployment.
You can produce custom-made stages for various development stages, assign tasks to employee, and track progress efficiently.
Pros and Cons of
Pros:.
Seamless combination with Gmail, leveraging the familiarity and power of email interaction.
User-friendly interface and easy-to-use features, decreasing the learning curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collective functions that enhance teamwork and interaction.
Developer-friendly API for combination and personalization.
Economical option for freelancers and small companies.
Cons:.
Restricted reporting and analytics compared to advanced platforms.
Absence of innovative marketing automation functions.
Dependence on Gmail for complete performance, restricting compatibility with other email suppliers.
Contrast with HubSpot CRM:.
While deals substantial advantages for freelance journalists, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
Cost:.
provides a more inexpensive solution, especially for freelancers and small companies.
HubSpot has a complimentary version, however advanced functions need a higher-tier paid membership.
Features and Intricacy:.
offers a more thorough suite of functions, consisting of sophisticated marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Integration:.
Both and integrate with various third-party tools.
‘s seamless combination with Gmail is helpful for users greatly reliant on email communication.
Conclusion:.
As a self-employed journalist, managing your hiring process and customer relationships is vital to your success. offers a instinctive and budget-friendly option that seamlessly incorporates with Gmail, enabling you to simplify your operations and focus on your craft. While it may not have the sophisticated functions of larger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a content, editor, or writer creator, can empower you to take control of your freelance journalism career by efficiently managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.