As an experienced freelance reporter, I comprehend the obstacles of handling projects, tracking leads, and nurturing client relationships. In this short article, I will dive into the benefits of using for independent journalism, explore its features in terms of sales pipeline and coding/software, and offer a contrast with HubSpot CRM.
tutorial how to utilize for beginners hey people invite back in this video I will be showing you how to utilize Streak Crm Quickbooks Integration for your client relations collaboration interaction and far more so let’s enter into it to start with you need to go to streak.com and you will arrive on this website right here now is a type of CRM that we can contribute to our simple Gmail to turn our Gmail into our working Hub and we can in fact turn our Gmail into a platform which is actually incredible and I’ll show you how to do that as a complete newbie it will help you customize a best procedure for your group and you will be able to get your work done now let’s really enter the procedure now is offered as an extension and it’s totally complimentary so once 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 add to Chrome click on 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 merely sign in make certain 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 just scroll down and click on permit after including this is what your Gmail will look like now you can see here in our basic you understand 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 merges so you can see this resembles our new dashboard for here I’ll have the ability to produce a 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 brand-new pipeline here and we have various choices first off we have the stages so this is where you will pick these stages for your pipeline and you can really we have actually a lead gotten in touch with pitched demo working out close phone closed uh you know then we have nurturing okay then we have Fields so in fields we have a date of last email last email from lead Source concern industry offer size company size close rate e-mail thread count days and state and keeps in mind so if you wish to include another stage you will click this Plus on top and you will offer your phase a name let’s say that you really wished 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 provide it your color so we can in fact pick different colors for each of the stages however I believe all of these are actually currently created so this is actually pretty remarkable 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 exact same thing we simply 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 demo 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 different fields that you desire so you will click this plus here and we have totally free type a date check box drop down General email e-mail tracking job calls and conferences 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 actually rearrange and put the notes here all right 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 actually find something else within the basic where we have actually created by date developed followers and more so I in fact wish to go for the created.
by or perhaps the fans because I wish to track my team members that are actually 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 options readily available within streak is in fact among the easiest and among the most uh you know versatile out there it’s really easy to use with design templates we have jobs too within my job once again if I didn’t want to choose these sales if I finished with tasks then I can choose the task stages right here and once again the fields the process is going to be similar you will select these phases from here on this plus button here and you can also offer it different different colors we also have company Dev here you can see then we have working with so if you do hiring then this is going to be your phases job search investor fundraising others realty support and custom So within our support you can see we have incoming designated dealing with fixed and noise this is actually respectable and we also have custom where I can really start something from the scratch totally according to my service for me we simply have the sales so I’m gon na go with the sales here and click on produce personal 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 on create now it will simply take a 2nd for a street to create 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 in fact click on this fall and we have handle stage 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 include a box so click 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 get in so now you can see we have one lead developed 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 new I’m going to include another lead let’s call it brand-new two we can actually 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 say there was a gotten in touch with as well there’s one negotiating so I’ll just simply click on new now when you create a lead we can actually click here and it will now open the various fields that we included so this is a new Elite that I developed and we have all of these different columns we have the fields that we created remember and after that we have invite teammates so from here I can invite the employee we have add columns we have emails files and comments you can switch to the emails and it will show 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 made with this you can actually click enter 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 called and something like this and this is where you will be getting your list we can select different leads from here the stages and we can carry out 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 private option we have these 3 dots where we can discover these stages Integrations and automation this is among the crucial ones click here and you’ll have the ability to really integrate um other apps within yourr transfer data for alerts for automations custom constructs and more we can likewise integrate our Google Sheets to ou and we’ll be able to Import and Export information they really quickly and develop our CSV files similarly now I can switch to my various folders that we have here and I can create a new pipeline we can change to our simple Gmail really easily from here and it will also show me the e-mails that I will be getting for my pipelines that I have produced we will even have our combine emails now with our so this is the merge email and with merge email what takes place is I can actually produce a follow-up e-mails and different storage e-mails here and we have active advises so utilizing is really easy you can start totally free by just adding the integration and now you understand how to use as a total newbie don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the details of Streak, let me provide some context about my profession and how it connects to. As an independent reporter, I have actually dealt with many customers, handled several tasks simultaneously, and maintained a substantial network of contacts. Juggling these responsibilities can be frustrating, and I acknowledged the requirement for a central system to streamline my operations.
In my mission for a service, I explored various platforms but found them to be either too complicated or too costly for my freelance setup. That’s when I discovered, a game-changer in the freelance world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based customer relationship management tool that perfectly incorporates with Gmail, making it ideal for self-employed reporters who heavily count on email interaction. Here are some crucial advantages of using for your freelance journalism hiring procedure:.
Instinctive Email Tracking and Organization:.
enables you to track and arrange your emails effortlessly, providing you a clear introduction of your communications with clients, leads, and collaborators.
You can produce customizable pipelines directly within your inbox, making it easy to handle and monitor the progress of your projects and jobs.
Effective Sales Pipeline Management:.
‘s pipeline function allows you to envision and handle your sales process from list building to project completion.
You can categorize contacts, produce customized stages, set suggestions, and track interactions, guaranteeing that no chance slips through the fractures.
Smooth Collaboration and Team Effort:.
assists in cooperation by allowing you to share pipelines and interact with team members within the platform.
You can assign tasks, share crucial e-mails, and work together in real-time, improving performance and ensuring everybody remains on the very same page.
‘s flexible workflow system enables you to personalize your pipelines and automate repetitive tasks.
You can produce design templates for typical e-mail responses, schedule follow-ups, and established suggestions, saving you important effort and time.
in Regards to Coding and Software:.
Beyond its application in self-employed journalism, uses benefits in terms of coding and software advancement. Here’s how:.
supplies a robust API and substantial designer documentation, making it easy to incorporate with other tools and build custom-made services.
This flexibility enables self-employed journalists with coding abilities to extend the functionality of and customize it to their specific needs.
Job Management for Software Development:.
‘s pipeline function can be adjusted to handle software advancement jobs, from ideation to release.
You can produce custom-made phases for various advancement phases, appoint tasks to employee, and track development effectively.
Advantages and disadvantages of
Smooth integration with Gmail, leveraging the familiarity and power of e-mail interaction.
Intuitive interface and user friendly features, decreasing the learning curve.
Adjustable pipelines and workflows to adjust to specific requirements.
Collective features that boost teamwork and communication.
Developer-friendly API for integration and modification.
Cost-efficient service for freelancers and small companies.
Limited reporting and analytics compared to advanced platforms.
Absence of advanced marketing automation features.
Dependence on Gmail for complete functionality, limiting compatibility with other email companies.
Comparison with HubSpot CRM:.
While offers substantial benefits for freelance reporters, it’s essential to consider other popular CRM platforms like HubSpot. Here’s a short comparison:.
uses a more affordable solution, particularly for freelancers and small businesses.
HubSpot has a totally free version, but advanced functions need a higher-tier paid subscription.
Features and Intricacy:.
provides a more thorough suite of features, including advanced marketing automation and analytics.
focuses on simplicity and ease of use, providing a structured experience.
Both and integrate with different third-party tools.
‘s smooth combination with Gmail is useful for users heavily reliant on e-mail communication.
As a freelance reporter, handling your hiring procedure and client relationships is vital to your success. offers a budget-friendly and user-friendly option that flawlessly incorporates with Gmail, enabling you to streamline your operations and focus on your craft. While it may not have the innovative features of bigger CRM platforms like HubSpot,’s simplicity, versatility, and developer-friendly nature make it a perfect choice for freelance reporters.
Whether you’re an editor, material, or writer developer, can empower you to take control of your freelance journalism career by effectively managing your jobs, leads, and relationships. Give it a try and experience the transformative effect of Streak CRM in your freelance journalism endeavors.