As a seasoned freelance reporter, I understand the difficulties of handling projects, tracking leads, and nurturing client relationships. In this article, I will delve into the advantages of utilizing for self-employed journalism, explore its features 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 utilize Streak Crm How To Make Email Field Not Required for your client relations collaboration communication and far more so let’s enter it firstly you need 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 in fact turn our Gmail into a platform which is truly remarkable and I’ll reveal you how to do that as a total novice it will help you personalize an ideal procedure for your team and you will be able to get your work done now let’s in fact get into the process now is readily available as an extension and it’s entirely complimentary so once you get to the website you’ll get this choice 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 add to Chrome click on ADD extension and your extension will be included okay 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 included the uh you understand streak to now it will ask you for your access 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 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 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 dashboard for here I’ll be able to develop a brand-new pipeline we have our sales orders sales again we have our Sports and hiring 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 select these phases for your pipeline and you can actually we have a lead called pitched demonstration negotiating close phone closed uh you know then we have nurturing alright then we have Fields so in fields we have a date of last e-mail last email from lead Source concern market offer size company size close rate email thread count days and state and keeps in mind so if you wish to add another stage you will click this Plus at the top and you will give your phase a name let’s say that you in fact wished to develop another um you know phase here for instance let’s say I didn’t have no strings so I can create right here.
and you can provide it your color so we can really select different colors for each of the stages but I think all of these are really currently created so this is in fact quite outstanding what I will do is I will really eliminate this one and if you feel like there is um I believe pitched and demonstration are type of like the same thing we simply go with the pitch so what I’ll do is uh we have actually demo two what I’ll do is in fact let’s get rid of the demonstration here and then we have negotiating with negotiating I can choose 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 this plus here and we have free type a date check box drop down General email email 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 reorganize and put the notes here alright email thread count close date fine company’s size offer size and Business size all right let’s get rid of the business size and I’m gon na really discover something else within the basic where we have actually created by date created followers and more so I really want to choose the created.
by or perhaps the followers due to the fact that I want to keep an eye on my employee that are in fact 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 offered within streak is really one of the easiest and one of the most uh you understand flexible out there it’s really easy to use with design templates we have tasks too within my task again if I didn’t want to opt for these sales if I did with projects then I can opt for the project stages right here and once again the fields the procedure is going to be similar you will select these stages from here on this plus button here and you can likewise provide it various various colors we likewise have business Dev here you can see then we have employing so if you do employing then this is going to be your stages job search investor fundraising others property support and customized So within our assistance you can see we have actually incoming designated working on solved and noise this is actually respectable and we also have custom where I can in fact start something from the scratch totally according to my service for me we merely 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 a staff member so I’m going to opt for the shared one here and click develop now it will just take a second for a street to develop a pipeline for me so you can see this actually looks respectable now I will have the ability to add my Lead Series so you can actually click on this drop down and we have manage stage or rename 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 add 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 on go into so now you can see we have actually one lead developed 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 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 but I’m just for now I’m simply gon na work this way now you can see we have two leads then let’s state there was a contacted too there’s one working out so I’ll just merely click brand-new now as soon as you develop a lead we can really click here and it will now open up the various 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 after that we have invite colleagues so from here I can invite the employee we have add columns we have e-mails files and remarks you can switch to the e-mails and it will show you the emails that you got in files we can even upload files and after that we have the remarks at the top here once 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 finished with this you can in fact click on go into and it will be closed now it will show you something like this we have all of our data collected here and at the top we’re getting our account such as 2 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 too uh another thing with srix on top you will be able to see we have private choice we have these 3 dots where we can discover these stages Combinations and automation this is one of the important ones click here and you’ll have the ability to in fact incorporate um other apps within yourr transfer information for alerts for automations custom develops and more we can likewise integrate our Google Sheets to ou and we’ll have the ability to Import and Export information they really quickly and produce our CSV files likewise now I can switch to my various folders that we have here and I can create a brand-new pipeline we can change to our simple Gmail really quickly from here and it will likewise show me the emails that I will be receiving for my pipelines that I have actually created we will even have our merge e-mails now with our so this is the combine e-mail and with combine e-mail what occurs is I can in fact produce a follow-up emails and various storage emails here and we have active advises so utilizing is really easy you can get started free of charge by just adding the combination and now you understand how to use as a total novice do not.
My Journey as a Freelance Reporter:.
Before we dive into the details of Streak, let me provide some context about my profession and how it connects to. As a self-employed journalist, I have actually worked with various clients, managed numerous jobs concurrently, and preserved an extensive network of contacts. Balancing these responsibilities can be overwhelming, and I acknowledged the need for a centralized system to enhance my operations.
In my mission for an option, I checked out various 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 freelance world.
: Streamlining Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that effortlessly incorporates with Gmail, making it perfect for freelance reporters who heavily count on email interaction. Here are some key advantages of using for your freelance journalism hiring process:.
User-friendly Email Tracking and Organization:.
permits you to track and arrange your emails effortlessly, providing you a clear overview of your interactions with clients, leads, and collaborators.
You can develop adjustable pipelines directly within your inbox, making it easy to manage and keep an eye on the progress of your tasks and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature enables you to imagine and manage your sales procedure from list building to project conclusion.
You can categorize contacts, develop custom-made stages, set pointers, and track interactions, making sure that no opportunity slips through the cracks.
Seamless Cooperation and Team Effort:.
assists in partnership by enabling you to share pipelines and communicate with staff member within the platform.
You can appoint jobs, share essential emails, and work together in real-time, enhancing performance and making sure everyone stays on the very same page.
Personalized Workflows:.
‘s flexible workflow system enables you to personalize your pipelines and automate repetitive jobs.
You can produce design templates for common email responses, schedule follow-ups, and set up suggestions, conserving you valuable effort and time.
in Terms of Coding and Software:.
Beyond its application in independent journalism, provides benefits in terms of coding and software application advancement. Here’s how:.
Developer-Friendly Combination:.
supplies a robust API and substantial developer paperwork, making it easy to incorporate with other tools and build customized services.
This flexibility enables self-employed reporters with coding abilities to extend the performance of and customize it to their particular needs.
Project Management for Software Application Development:.
‘s pipeline function can be adapted to manage software development jobs, from ideation to implementation.
You can produce customized phases for various advancement stages, appoint jobs to staff member, and track development efficiently.
Advantages and disadvantages of
Pros:.
Smooth integration with Gmail, leveraging the familiarity and power of email communication.
User-friendly interface and easy-to-use features, lessening the finding out curve.
Adjustable pipelines and workflows to adjust to private requirements.
Collective features that improve team effort and interaction.
Developer-friendly API for integration and personalization.
Cost-efficient service for freelancers and small companies.
Cons:.
Minimal reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Reliance on Gmail for complete functionality, limiting compatibility with other e-mail companies.
Comparison with HubSpot CRM:.
While offers considerable benefits for freelance reporters, it’s necessary to think about other popular CRM platforms like HubSpot. Here’s a short comparison:.
Cost:.
offers a more cost effective solution, especially for freelancers and small businesses.
HubSpot has a totally free variation, however advanced functions require a higher-tier paid subscription.
Functions and Complexity:.
offers a more extensive suite of functions, consisting of advanced marketing automation and analytics.
focuses on simplicity and ease of use, using a streamlined experience.
Integration:.
Both and incorporate with numerous third-party tools.
‘s smooth integration with Gmail is advantageous for users heavily reliant on email interaction.
Conclusion:.
As a freelance reporter, managing your hiring procedure and customer relationships is paramount to your success. offers a instinctive and economical service that perfectly incorporates with Gmail, enabling you to enhance your operations and concentrate on your craft. While it might not have the sophisticated features of larger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re an editor, author, or material developer, can empower you to take control of your freelance journalism profession by efficiently managing your tasks, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism ventures.