As a skilled freelance reporter, I comprehend the difficulties of managing jobs, tracking leads, and nurturing customer relationships. In this article, I will delve into the benefits of using for self-employed journalism, explore its features in terms of sales pipeline and coding/software, and provide a comparison with HubSpot CRM.
tutorial how to use for beginners hey people invite back in this video I will be showing you how to use Streak Crm Imap for your consumer relations partnership interaction and much more so let’s get into it firstly you need to go to streak.com and you will arrive at this website 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 actually turn our Gmail into a platform which is truly amazing and I’ll show you how to do that as a complete newbie it will help you customize a best process for your group and you will have the ability to get your work done now let’s actually enter the process now is offered as an extension and it’s entirely complimentary so as soon as you get to the website 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 contribute to Chrome click on ADD extension and your extension will be included okay it’s done and now it is adding 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 simply check in ensure to sign.
into the same Gmail that you have added the uh you understand streak to now it will ask you for your access and we’re gon na merely scroll down and click permit after including this is what your Gmail will appear like now you can see here in our basic you understand folders we are getting recently viewed all tracked emails and upgraded reply and after that we have this new choice 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 brand-new dashboard for here I’ll have the ability to create a new pipeline we have our sales orders sales once again we have our Sports and hiring so this is where we’ll go produce a brand-new pipeline let’s really do that you will click new pipeline here and we have various options first of all we have the stages so this is where you will choose these stages for your pipeline and you can really we have a lead contacted pitched demo negotiating close phone closed uh you understand then we have supporting fine then we have Fields so in fields we have a date of last email last email from lead Source concern market offer size business size close rate e-mail thread count days and state and keeps in mind so if you want to add another stage you will click on this Plus at the top and you will provide your phase a name let’s state that you actually wanted to develop another um you know phase here for instance let’s state I didn’t have no strings so I can produce right here.
and you can provide it your color so we can in fact pick different colors for each of the stages however I think all of these are actually currently produced so this is actually pretty excellent what I will do is I will really get rid of this one and if you feel like there is um I think pitched and demo are sort of like the very same thing we just go with 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 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 this plus here and we have totally free kind a date check box fall General e-mail 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 choose this one here this is the field that was actually missing and I’ll actually rearrange and put the notes here okay email thread count close date all right business’s size offer size and Business size alright let’s eliminate the business size and I’m gon na in fact discover something else within the general where we have actually developed by date created followers and more so I actually want to choose the created.
by or maybe the fans because I wish to track my staff member 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 alternatives readily available within streak is really one of the easiest and one of the most uh you know versatile out there it’s extremely easy to use with templates we have tasks too within my job again if I didn’t want to opt for these sales if I did with tasks then I can choose the job phases right here and once again the fields the process is going to be comparable you will pick 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 employing so if you do working with then this is going to be your stages job search financier fundraising others realty assistance and custom-made So within our support you can see we have incoming appointed dealing with resolved and sound this is really respectable and we likewise have custom where I can in fact start something from the scratch absolutely according to my organization for me we simply have the sales so I’m gon na go with the sales here and click create private 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 develop now it will just take a second for a street to create a pipeline for me so you can see this really looks respectable now I will have the ability to include my Lead Series so you can really click on this fall and we have handle 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 include it click on the top here include a box so click ADD box here and I’m going to include 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 say that there is in fact 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 new two we can really open this up in a new tab from here too but I’m just for now I’m just gon na work this way 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 simply click new now as soon as you develop a lead we can actually click on this link and it will now open up the different fields that we added 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 after that we have welcome teammates so from here I can invite the staff member we have add columns we have e-mails files and comments you can switch to the e-mails and it will reveal you the emails that you got in files we can even publish 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.
accessories so this is how you create a lead within your as soon as you’re finished with this you can actually click on get in and it will be closed now it will show you something like this we have all of our information collected 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 various leads from here the stages and we can carry out bulk actions such as deleting and sharing also uh one more thing with srix at the top you will have the ability to see we have private option we have these 3 dots where we can find these stages Combinations and automation this is one of the essential ones click here and you’ll be able to in fact integrate um other apps within yourr transfer information for notices 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 information they very quickly and develop 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 switch to our easy Gmail really quickly 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 emails now with our so this is the merge email and with combine e-mail what takes place is I can actually create a follow-up emails and various storage emails here and we have active instructs so using is really simple you can start totally free by simply including the combination and now you know how to use as a total beginner don’t.
My Journey as a Freelance Journalist:.
Prior to we dive into the details of Streak, let me provide some context about my career and how it connects to. As a freelance reporter, I have actually worked with numerous clients, managed multiple projects simultaneously, and maintained a comprehensive network of contacts. Balancing these responsibilities can be frustrating, and I recognized the need for a central system to improve my operations.
In my quest for a service, I checked out numerous platforms however found them to be either too costly or too intricate 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 client relationship management tool that perfectly incorporates with Gmail, making it ideal for independent journalists who heavily depend on email communication. Here are some crucial advantages of using for your freelance journalism employing procedure:.
Instinctive Email Tracking and Company:.
allows you to track and organize your e-mails easily, giving you a clear summary of your interactions with customers, leads, and partners.
You can create customizable pipelines straight within your inbox, making it easy to handle and monitor the progress of your tasks and jobs.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to picture and handle your sales process from lead generation to job conclusion.
You can categorize contacts, produce customized phases, set pointers, and track interactions, making sure that no chance slips through the cracks.
Smooth Collaboration and Team Effort:.
facilitates partnership by enabling you to share pipelines and communicate with team members within the platform.
You can designate jobs, share important emails, and collaborate in real-time, boosting efficiency and guaranteeing everyone remains on the same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repetitive tasks.
You can create design templates for common e-mail responses, schedule follow-ups, and set up pointers, conserving you valuable effort and time.
in Terms of Coding and Software application:.
Beyond its application in independent journalism, uses advantages in terms of coding and software application development. Here’s how:.
provides a robust API and extensive developer paperwork, making it easy to incorporate with other tools and develop custom-made options.
This versatility permits independent journalists with coding abilities to extend the functionality of and customize it to their specific needs.
Task Management for Software Application Development:.
‘s pipeline feature can be adjusted to manage software application advancement jobs, from ideation to release.
You can create customized phases for different advancement stages, assign jobs to team members, and track progress efficiently.
Pros and Cons of
Smooth combination with Gmail, leveraging the familiarity and power of e-mail communication.
Intuitive user interface and easy-to-use features, decreasing the learning curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collective functions that enhance team effort and communication.
Developer-friendly API for integration and customization.
Affordable option for freelancers and small companies.
Restricted reporting and analytics compared to advanced platforms.
Lack of sophisticated marketing automation functions.
Dependence on Gmail for full performance, limiting compatibility with other e-mail companies.
Contrast with HubSpot CRM:.
While offers substantial advantages for freelance reporters, it’s essential to think about other popular CRM platforms like HubSpot. Here’s a brief contrast:.
provides a more cost effective option, especially for freelancers and small companies.
HubSpot has a totally free variation, however advanced features require a higher-tier paid subscription.
Features and Intricacy:.
provides a more thorough suite of features, consisting of sophisticated marketing automation and analytics.
focuses on simpleness and ease of use, providing a streamlined experience.
Both and incorporate with various third-party tools.
‘s seamless combination with Gmail is beneficial for users greatly reliant on email communication.
As a self-employed journalist, handling your hiring process and client relationships is paramount to your success. offers a inexpensive and instinctive service that effortlessly integrates with Gmail, allowing you to streamline your operations and concentrate on your craft. While it may not have the advanced features of bigger CRM platforms like HubSpot,’s simpleness, flexibility, and developer-friendly nature make it a perfect option for freelance reporters.
Whether you’re an editor, writer, or content creator, can empower you to take control of your freelance journalism profession by efficiently handling your jobs, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism endeavors.